Join us at the Marcus & Millichap / IPA Multifamily Forum: Northern California 2024 at the Crowne Plaza Foster City – San Mateo on September 26, 2024. First held in 2013, the conference consistently brings together 500+ multifamily executives from across California, as well as national multifamily owners, investors and developers active in California markets.

This year, we look at new challenges and opportunities in the regional apartment industry today. The conference addresses road blocks in the real estate capital markets today due to sustained higher interest rates, as well as issues with rent growth (and declines). We will also look at ongoing, chronic issues in new development, as well as the market for acquisitions and dispositions of existing apartment properties. Other topics addressed: multifamily asset & property management, new technology & AI, design changes, regulatory challenges and more.

Join hundreds of fellow owners, investors and developers on September 26 at the Crowne Plaza Foster City – San Mateo at the Northern California Multifamily Forum 2024 for a day of in-person learning, idea sharing, deal making and networking. Remote access via webcast and recordings are also available. Sign up for the attendee list to set up meetings and connect with key contacts. And don’t miss the Welcome Reception on the evening of September 25.

Topics addressed include:

New
development

Value add
investment

Apartment
design

Topics-4-Construction-v3

Construction
issues

Topics-5-NewTech-v2

New
technology

Property
management

Local and
regional trends

Capital
sources

Get Involved!

Registration & Event Questions

Marissa Monroe
Registration Manager
marissa@greenpearlevents.com

Sponsorship & Exhibits

Angela Bright
Head of Partnerships
angela@greenpearlevents.com

Panels & Roundtables

Samantha Williams
Event Director
sam@greenpearlevents.com

Speakers & Featured Participants:

Barry Altshuler

Barry Altshuler
EVP – Investments
Equity Residential

Zach Anderson

Zach Anderson
Development Partner
Hanover Company

Tom Bannon

Tom Bannon
Chief Executive Officer
California Apartment Association

Jeffrey Bosshard

Jeffrey Bosshard
President
Multifamily Operations

Woodmont Real Estate Services

Tim Bruss

Tim Bruss
Managing Director
Asset Management

Hamilton Zanze

Thomas Fischer

Thomas Fischer
Principal & Director
Capital Markets

JB Matteson

Laura Hall

Laura Hall
President & CEO
EAH Housing

Kurt Houtkooper

Kurt Houtkooper
Chief Executive Officer
Hamilton Zanze

Ramon Kochavi

Ramon Kochavi
FVP & District Manager
Marcus & Millichap

Jim Lapides

Jim Lapides
Vice President
National Multifamily Housing Council

John Manning

John P. Manning
SVP & Head of Production
Western Region

Marcus & Millichap

Page Roberson

Page Roberson
Chief Operating Officer
PTLA Real Estate Group

Andrew Schurrs

Andrew Schurrs
General Manager
Russell Square Consulting

John Sebree

John S. Sebree
SVP & National Director
Multifamily

Marcus & Millichap

Shane Taugner

Shane Taugner
AVP – Investments
Cypress Equity Investments

Peter Wilson

Peter Wilson
Chief Executive Officer
PTLA Real Estate Group

Featured Past Speakers

  • Barry Altshuler, EVP – Investments, Equity Residential
  • Zach Anderson, Development Partner, Hanover Company
  • Tom Bannon, Chief Executive Officer, California Apartment Association
  • Jeffrey Bosshard, President – Multifamily Operations, Woodmont Real Estate Services
  • Tim Bruss, Managing Director – Asset Management, Hamilton Zanze
  • Thomas Fischer, Principal & Director – Capital Markets, JB Matteson
  • Kurt Houtkooper, Chief Executive Officer, Hamilton Zanze
  • Ramon Kochavi, FVP & District Manager, Marcus & Millichap
  • Jim Lapides, Vice President, National Multifamily Housing Council
  • John P. Manning, SVP & Head of Production – Western Region, Marcus & Millichap
  • Page Roberson, Chief Operating Officer, PTLA Real Estate Group
  • Andrew Schurrs, General Manager, Russell Square Consulting
  • John S. Sebree, SVP & National Director – Multifamily, Marcus & Millichap
  • Shane Taugner, AVP – Investments, Cypress Equity Investments
  • Peter Wilson, Chief Executive Officer, PTLA Real Estate Group

Featured Past Speakers:

Speakers at the Marcus & Millichap / IPA Multifamily Forum: Northern California are typically senior executives and company leaders who own, invest and/or develop multifamily properties in the greater region, as well as a curated selection of industry leaders from organizations that impact the industry. We are currently recruiting speakers for the 2024 conference. Contact Samantha Williams at sam@greenpearlevents.com to inquire.

Past speakers include:

Barry Altshuler

Barry Altshuler
EVP – Investments
Equity Residential

Yat-Pang Au

Yat-Pang Au
Founder & CEO
Veritas Investments

Kim Bender

Kim Bender
President
Property Management

Fairfield Residential

Adam Berry

Adam Berry
Co-Chief Investment Officer
Essex

Angela Biggs

Angela Biggs
Managing Director
Investment

Grosvenor

Marshall Boyd

Marshall Boyd
Co-President & CIO
Interstate Equities

Jerry Brand

Jerry Brand
Executive Director
Greystar

Elaine Breeze

Elaine Breeze
SVP – Development
SummerHill Housing Group

Debra Carlton

Debra Carlton
EVP – Government Affairs
California Apartment Association

Greg Christopher

Greg Christopher
SVP – Development
Carmel Partners

Brian Chuck

Brian Chuck
Managing Principal
Calvera Partners

Ziv Cohen

Ziv Cohen
Chief Investment Officer
Resmark

Joe Coleman

Joe Coleman
Chief Operating Officer
Decron Properties

Michael Covarrubias

Michael Covarrubias
Chairman & CEO
TMG Partners

Charmaine Curtis

Charmaine Curtis
Principal
Curtis Development

Todd Darling

Todd Darling
Chief Operating Officer
Acacia Capital

Osborn Erickson

Oz Erickson
Chairman
Emerald Fund

David Feinberg

David Feinberg
Chief Investment Officer
Sack Properties

Robert Freed

Robert Freed
President & CEO
SummerHill Housing Group

Dara Friedman

Dara Friedman
Managing Director
Portfolio Manager

BentallGreenOak

Jack Gardner

Jack Gardner
President & CEO
John Stewart Company

Michael Ghielmetti

Michael Ghielmetti
President
Signature Development Group

Bob Hart

Bob Hart
Chief Executive Officer
TruAmerica Multifamily

Drew Hudacek

Drew Hudacek
Chief Investment Officer
Development Properties

Sares Regis Group

Dan Kaplan

Dan Kaplan
Chief Investment Officer
FPA Multifamily

John Kennedy

John Kennedy
Managing Director
Head of RE Asset Management

Barings

Frank Liu

Frank Liu
Managing Director
Canyon Partners

Ken Lombard

Kenneth Lombard
Chief Executive Officer
Bridge Housing

Mark MacDonald

Mark MacDonald
Co-Founding Principal
DM Development

Trisha Malone

Trisha Malone
President & CIO
Anton Development Partners

George Marcus

George M. Marcus
Chairman
Marcus & Millichap

Al Pace

Al Pace
Chief Executive Officer
Pacific Urban

John Protopappas

John Protopappas
Chief Executive Officer
Madison Park Financial

Page Roberson

Page Roberson
Chief Operating Officer
PTLA Real Estate Group

Rob Rosania

Rob Rosania
Founder
Maximus Real Estate Partners

Dan Safier

Dan Safier
President & CEO
Prado Group

Jackie Safier

Jackie Safier
Chief Executive Officer
Prometheus Real Estate Group

Vanessa Siebern

Vanessa Siebern
Chief Operations Officer
FPI Management

Ann Silverberg

Ann Silverberg
CEO – Affordable
Related California

Andrew Silverman

Andrew Silverman
Chief Operating Officer
Mosser Companies

John Sobrato

John A. Sobrato
Founder & Chairman
Sobrato Organization

Meg Spriggs

Meg Spriggs
Managing Director
Development

Lendlease

Jackie Todesco

Jackie Todesco
SVP – Asset Management
AvalonBay Communities

Percy Vaz

Percy Vaz
President
AMCAL Multi-Housing

Robert Wagner

Robert Wagner
Co-Founder & Managing Director
Sares Regis Group
of Northern California

Alex Waterbury

Alex Waterbury
Managing Director
Head of Property Development

Starwood Capital Group

Julia Wilk

Julia Wilk
Managing Director
Wood Partners

Bill Witte

Bill Witte
Chief Executive Officer
Related California

Featured Past Speakers

Speakers at the Marcus & Millichap / IPA Multifamily Forum: Northern California are typically senior executives and company leaders who own, invest and/or develop multifamily properties in the greater region, as well as a curated selection of industry leaders from organizations that impact the industry. We are currently recruiting speakers for the 2024 conference. Contact Samantha Williams at sam@greenpearlevents.com to inquire.

Past speakers include:

  • Barry Altshuler, Executive Vice President – Investments, Equity Residential
  • Yat-Pang Au, Founder, Veritas Investments
  • Kim Bender, President – Property Management, Fairfield Residential
  • Adam Berry, Co-Chief Investment Officer, Essex
  • Angela Biggs, SVP – Investment, Grosvenor
  • Marshall Boyd, Co-President & Chief Information Officer, Interstate Equities
  • Jerry Brand, Executive Director, Greystar
  • Elaine Breeze, SVP – Development, SummerHill Housing Group
  • Debra Carlton, EVP – Government Affairs, California Apartment Association
  • Greg Christopher, SVP – Development, Carmel Partners
  • Brian Chuck, Managing Principal, Calvera Partners
  • Ziv Cohen, Chief Investment Officer, Resmark
  • Joe Coleman, Chief Operating Officer, Decron Properties Corp.
  • Michael Covarrubias, Chairman & Chief Executive Officer, TMG Partners
  • Charmaine Curtis, Principal, Curtis Development
  • Todd Darling, Chief Operating Officer, Acacia Capital
  • Oz Erickson, Chairman, Emerald Fund
  • David Feinberg, Managing Partner & CIO, Sack Capital Partners
  • Robert Freed, President & CEO, SummerHill Housing Group
  • Dara Friedman, Managing Director, BentallGreenOak
  • Jack Gardner, President & Chief Executive Officer, John Stewart Company
  • Michael Ghielmetti, President, Signature Development Group
  • Bob Hart, President and CEO, TruAmerica Multifamily
  • Drew Hudacek, Chief Investment Officer – Development Properties, Sares Regis Group
  • Dan Kaplan, Chief Investment Officer, FPA Multifamily
  • John Kennedy, Managing Director & Head of Real Estate Asset Management, Barings
  • Frank Liu, Managing Director, Canyon Partners
  • Ken Lombard, Chief Executive Officer, Bridge Housing
  • Mark MacDonald, Co-Founding Principal, DM Development
  • Trisha Malone, President & CIO, Anton Development Partners
  • George Marcus, Chairman, Marcus & Millichap
  • Al Pace, Chief Executive Officer, Pacific Urban Investors
  • John Protopappas, Chief Executive Officer & Co-Founder, Madison Park Financial
  • Page Roberson, Chief Operating Officer, PTLA Real Estate Group
  • Rob Rosania, Founder, Maximus Real Estate Partners
  • Dan Safier, President & Chief Executive Officer, Prado Group
  • Jackie Safier, Chief Executive Officer, Prometheus Real Estate Group
  • Vanessa Siebern, Chief Operating Officer, FPI Management
  • Ann Silverberg, Chief Executive Officer – NorCal NW Affordable, Related California
  • Andrew Silverman, Chief Operating Officer, Mosser Companies
  • John Sobrato, Founder & Chairman, Sobrato Organization
  • Meg Spriggs, Managing Director – Development, Lendlease
  • Jackie Todesco, Senior Vice President – Asset Management, AvalonBay Communities
  • Percy Vaz, President, AMCAL Multi-Housing
  • Rob Wagner, Co-Founder & Managing Director, Sares Regis Group of Northern California
  • Alex Waterbury, Managing Director & Head of U.S. Development, Starwood Capital Group
  • Julia Wilk, Managing Director, Wood Partners
  • Bill Witte, Chairman & CEO, Related California

Agenda at a Glance:

Wednesday, September 25, 2024

5:30 pm – 8:00 pm

Welcome Reception (separate paid registration required)

Thursday, September 26, 2024

8:00 am – 9:00 am

Check-in & Networking Breakfast

8:20 am – 8:50 am

Tax Minimization Workshop

8:50 am – 9:00 am

Opening Remarks

9:00 am – 9:35 am

Northern California Multifamily Market Outlook Presentation

9:40 am – 10:25 am

Multifamily Capital Markets: Sourcing Equity & Debt Today

10:30 am – 10:40 am

Morning Presentation

10:45 am – 11:30 am

New Development: Challenges & Opportunities in Creating New Units

11:30 am – 12:00 pm

Networking Break

12:00 pm – 12:45 pm

Apartment Operations: Emerging Trends & Technology Impacting Property Management

12:50 pm – 1:35 pm

Investments: Acquisitions, Dispositions & Updated Business Models to Create Successful Deals

1:35 pm – 2:05 pm

Networking Lunch

2:05 pm – 2:50 pm

Market Leaders: Major Trends Impacting Today’s Challenges & Tomorrow’s Opportunities

2:55 pm – 3:40 pm

Torches & Pitchforks: The Battle For and Against Rent Control

3:40 pm – 5:00 pm

Networking Reception

Welcome Reception:

The Welcome Reception will be held the evening prior to the conference at either the venue or a nearby location in Foster City. The location is to be announced. The reception runs from 5:30 to 8:00 pm and includes drinks and finger food. Dress is typically business casual. The Welcome Reception is not included in the conference registration fee and requires a separate paid registration.

Private Roundtables:

The Private Roundtable is a closed-door, invite-only, off-the-record group conversation among 12 to 15 handpicked, invited executives. Led by a chairperson, the session is 2 hours allowing for a candid conversation among peers to share information, compare notes and generate ideas on industry challenges. Topics are determined in the week prior to the conference and sourced directly from participants.

What participants get out of the Private Roundtable:
Participants love the roundtables because they offer an opportunity to get beyond the public information to a more in-depth solutions-focused conversation that is confidential. The goal is that everyone walks away a bit wiser with more tools in their toolbox, as well as some new or renewed connections. Private roundtables are more exclusive and include more senior executives. Private roundtable participants are considered “Featured Participants” and are listed in the event materials alongside other speakers.

Who can join a Private Roundtable:
Private Roundtable participants are selected in advance of the conference and require an invitation to join. Each roundtable participant must meet selection criteria of the specific roundtable to be considered for an invitation to that roundtable. If you do not meet the criteria, you can still gain access via sponsorship, pending availability. Sponsored spots on roundtables are extremely limited. Inquire with Samantha Williams at sam@greenpearlevents.com about joining a Private Roundtable.

Private Roundtable Schedule:

9:45 am – 11:15 am

Multifamily Operators Private Roundtable

9:45 am – 11:15 am

Multifamily Investors Private Roundtable

11:45 am – 1:15 pm

Multifamily Developers Private Roundtable

11:45 am – 1:15 pm

Multifamily Capital Markets Private Roundtable

Attendee Stats:

Average Attendance

Attendee Ratio

Principal Ratio

Past Attending Organizations:

The Marcus & Millichap / IPA Multifamily Forum: Northern California brings together hundreds of active multifamily developers, owners, investors, managers and operators. Both private capital and institutional players are well represented at the conference. The conference is a great place to meet with both capital and operating partners active in the multifamily space in California.

Past attending companies include:

  • Acacia Capital
  • AJ Craig Development
  • Alliance Residential
  • Altus Equity Group
  • AMCAL Multi-Housing
  • Anton Development Partners
  • Ares Management
  • Association of Bay Area Governments
  • AvalonBay Communities
  • Barings
  • Baylands Development
  • BentallGreenOak
  • Berger Enterprises
  • Bozzuto
  • Braddock and Logan
  • Bridge Housing
  • Build Inc
  • California Apartment Association
  • California Tax Reform Association
  • Calvera Partners
  • Canyon Partners
  • Carmel Partners
  • Coastline Real Estate Advisors
  • Core Companies
  • Cumberland Holdings
  • Curtis Development
  • Decron Properties Corp.
  • Demmon Partners
  • DKD Property Management
  • DM Development
  • East Bay Asian Local Development
  • Elevation Properties
  • Emerald Fund
  • Encore Capital Management
  • Equity Residential
  • Essex
  • Fairfield Residential
  • FivePoint
  • Forge Development Partners
  • FPA Multifamily
  • FPI Management
  • Freebird Development Company
  • Gelt
  • Greystar
  • Grosvenor
  • Grupe Management Company
  • Housing Industry Foundation
  • Hudson McDonald
  • Interstate Equities
  • JB Matteson
  • John Stewart Company
  • JTH Worldwide
  • KB Home
  • Kennedy Wilson
  • Klingbeil Capital Management
  • L37 Partners
  • Lendlease
  • MacFarlane Partners
  • Madison Park Financial
  • Maximus Real Estate Partners
  • MG Properties Group
  • Mitsui Fudosan America
  • MJD Capital Partners
  • MNM Partners
  • Mosser Companies
  • National Multifamily Housing Council
  • Old Adobe Management
  • Open Door Development
  • Pacific Urban Investors
  • Page Mill Realty
  • Partners Capital Solutions
  • Prado Group
  • Prometheus Real Estate Group
  • PTLA Real Estate Group
  • Quarterra
  • RAD Urban
  • Raintree Partners
  • Ratner Property Management
  • Related California
  • Resmark
  • Sack Properties
  • Sacramento Regional Builders Exchange
  • Sares Regis Group of Northern California
  • Security Properties
  • Sequoia
  • Sequoia Realty Services
  • Seven Hills Properties
  • Shea Properties
  • Signature Development Group
  • SKS
  • Sobrato Organization
  • Spieker Companies
  • Sridhar Equities
  • Starwood Capital Group
  • State of California
  • SummerHill Housing Group
  • Tenderloin Neighborhood Development
  • TMG Partners
  • Trammell Crow Residential
  • Tricon Capital Group
  • TruAmerica Multifamily
  • Veritas Investments
  • Windy Hill Property Ventures
  • WinnCompanies
  • Wood Partners
  • Worthing Capital

Conference Venue:

Crowne Plaza Foster City

Address: 1221 Chess Dr, Foster City, CA

Hotel Room Booking Link Pending

Conference Chairs:

Marcus & Millichap

With over 2,000 investment sales and financing professionals located throughout the United States and Canada, Marcus & Millichap is a leading specialist in commercial real estate investment sales, financing, research and advisory services. Founded in 1971, the firm closed 8,954 transactions in 2020 with a value of approximately $43 billion. Marcus & Millichap has perfected a powerful system for marketing properties that combines investment specialization, local market expertise, the industry’s most comprehensive research, state-of-the-art technology, and relationships with the largest pool of qualified investors.

Institutional Property Advisors (IPA) is a unique platform created to support the needs of institutional and sophisticated private investors. IPA is centered around a select national network of institutionally qualified brokerage professionals and supported by a robust technology platform and highly regarded research. IPA’s unique combination of real estate investment expertise, industry-leading technology, superior support services and acclaimed research will offer customized solutions for the acquisition and disposition of institutional multifamily properties and portfolios.

Featured 2024 Conference Sponsors

Banner Technologies
Inszone Insurance Services
Russell Square

Who Sponsors:

Sponsors of the Marcus & Millichap / IPA Multifamily Forum: Northern California are typically industry vendors and service providers looking to secure new business from medium to large sized multifamily and/or office portfolio operators. If you’d like to sponsorship information for the event, please contact Angela Bright at abright@greenpearlevents.com.

Past sponsors include:

ADT Multifamily
Archway Capital
Banc of California
BluSky Restoration
Bright Power
ButterflyMX
Columbia Pacific
Commercial Energy
CoStar
Engineered Tax Services
Envoy
Insurent
IOTAS
Juniper Square
Kastle Systems
Logical Buildings
Lone Oak Fund
LubinOlson
Luther Burbank Savings
Millennium Flats
MossAdams
MVE
Nuveen
SMUD
theGuarantors
Valet Living

Conference Organizer:

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