The Multifamily Forum: Southern California is proceeding as planned on June 4.


Please read our statement about COVID-19.

The cracks are beginning to show, as the virus infections re-surge and rent collections for some units dip by as much as 18%. What does the pandemic mean for collections, pricing, leasing, development, investment and the regulatory environment at local, state and national levels? Most importantly, what does it mean for you and your business?

Join the Marcus & Millichap Multifamily Forum: Southern California in a re-imagined, all-digital, online conference format. Spanning ten days from August 11 through August 20, the conference has been organized in brief, easy-to-consume portions to minimize disruption to your work and personal life. Join live to interact directly with speakers through the Q&A feature, or view the recordings on your own time. Either way, don’t miss the group networking discussions that will allow you to connect with your peers directly to forge new connections and re-establish existing relationships.

Reasons to Attend:

  • Find out what top multifamily owners, managers, developers and investors are thinking and doing in the Midwest markets
  • Get the latest information on equity and debt financing for multifamily properties
  • Learn how the pandemic has affected your peers’ business and what they are doing about it
  • Pool your ideas on reopening plans and social amenity usage best practices
  • Discover the current thinking regarding future distressed buying opportunities
  • Explore how multifamily value add rehab is changing in light of the public health crisis
  • Identify new technology that is now suddenly more useful and relevant
  • Connect directly through one of the group networking discussions or the happy hour

What You Get:

  • 6 panels held on separate days to minimize the disruption to your schedule
  • Keynote with Bob Hart, CEO of TruAmerica Multifamily Investments
  • Market data presentation by Marcus & Millichap’s National Director of Multifamily
  • Recordings of each session to allow you to view or review when you like
  • Group networking discussions – Deadline August 7 to sign up
  • Happy hour (six 10-minute mixed breakouts to facilitate new connections)

Group Networking Discussion Topics:

GreenPearl is organizing a small number of group networking functions around specific topics. These 30-minute sessions will be held online via group video chat, and each session will be limited in attendance to allow for a productive experience. Preliminary ideas for topics are listed below. Express your interest in the registration form.

  • Meet the Speakers
  • Rental Rates, Payments & Vacancy Problems
  • Refinancing & Borrowing Challenges
  • Staff and Resident Safety amid COVID
  • Touch-less Technology and Remote Management
  • Acquisitions & Equity Investment Headaches
  • Development & Construction Dispute Handling
  • Future Demand: Suburban vs Urban
  • Construction Costs, Labor & Materials
  • Deal Syndication & Fundraising
  • Distressed Investing Outlook
  • Reopening Plans & Amenity Usage
  • Value-Add Business Plan Changes
  • Regulatory Headaches & Tenant Agreements
  • Orange County Opportunities

Samantha Williams
Event Director
sam@greenpearlevents.com

Keynote Speaker

Bob Hart

Bob Hart
President & CEO
TruAmerica Multifamily

2020 Speakers

Simon Aftalion

Simon Aftalion
Development Director
Markwood

Barry Altshuler

Barry Altshuler
EVP – Investments
Equity Residential

Tom Bannon

Tom Bannon
Chief Executive Officer
California Apartment Association

Ash Baraghoush

Ash Baraghoush
Managing Director – Investments
Hanover Financial

Marshall Boyd

Marshall Boyd
Chief Executive Officer
Interstate Equities

Rachel Davidson

Rachel Davidson
Chief Administrative Officer
Alliance Residential Company

Jonathan Epstein

Jonathan Epstein
Managing Director
BentallGreenOak

Kevin Kaberna

Kevin Kaberna
Sr. Managing Director Investment
Greystar

Paul Kaseburg

Paul Kaseburg
CIO
MG Properties Group

Paul Keller

Paul Keller
Chairman
Mack Real Estate Development

Jim Lapides

Jim Lapides
Vice President
National Multifamily Housing Council

John Millham

John Millham
President
Prometheus Real Estate Group

Chad Sanderson

Chad Sanderson
Senior Principal
Bascom Group

Neil Shekhter

Neil Shekhter
Chief Executive Officer
NMS Properties

Ryan Somers

Ryan Somers
President & CEO
Benedict Canyon Equities

Michael Sorochinsky

Michael Sorochinsky
Founder & CEO
Cypress Equity Investments

Steven Taylor

Steven Taylor
Managing Partner & Founder
Ness Holdings

Nick Vanderboom

Nick Vanderboom
Chief Operating Officer
Related California

Keith Wasserman

Keith Wasserman
Partner
Gelt

Aaron Burnett

Aaron Burnett
Director – Western Region
Kastle Systems

Michael D'Onofrio

Mike D’Onofrio
Managing Director
Engineered Tax Services

Shelby Istrin

Shelby Istrin
Chief Executive Officer
Onyx Relocation

Bobby Khorshidi

Bobby Khorshidi
President & Principal
Archway Fund

John MacLean

John MacLean
Senior Vice President
Banc of California

Jim Markel

Jim Markel
VP – Regional Manager, Encino
Marcus & Millichap

Billy Meyer

Billy Meyer
Managing Director – RE Lending
Columbia Pacific Advisors

Alexa Mizrahi

Alexa Mizrahi
Director of Loan Origination
Lone Oak Fund

Sce Pike

Scé Pike
CEO & Co-Founder
IOTAS

Mike Rovner

Mike Rovner
Founder & President
Mike Rovner Construction

John Sebree

John Sebree
SVP & National Director
Multifamily

Marcus & Millichap

Tony Solomon

Tony Solomon
SVP & National Director
Marcus & Millichap
Capital Corporation

Pam Westhoff

Pam Westhoff
Partner
Sheppard, Mullin, Richter & Hampton

2020 Speakers

  • Simon Aftalion, Development Director, Markwood
  • Barry Altshuler, EVP – Investments, Equity Residential
  • Tom Bannon, Chief Executive Officer, California Apartment Association
  • Ash Baraghoush, Managing Director – Investments, Hanover Financial
  • Marshall Boyd, Chief Executive Officer, Interstate Equities
  • Rachel Davidson, Chief Administrative Officer, Alliance Residential Company
  • Jonathan Epstein, Managing Director, BentallGreenOak
  • Kevin Kaberna, Sr. Managing Director Investment, Greystar
  • Paul Kaseburg, CIO, MG Properties Group
  • Paul Keller, Chairman, Mack Real Estate Development
  • Jim Lapides, Vice President, National Multifamily Housing Council
  • John Millham, President, Prometheus Real Estate Group
  • Chad Sanderson, Senior Principal, Bascom Group
  • Neil Shekhter, Chief Executive Officer, NMS Properties
  • Ryan Somers, President & CEO, Benedict Canyon Equities
  • Michael Sorochinsky, Founder & Chief Executive Officer, Cypress Equity Investments
  • Steven Taylor, Managing Partner & Founder, Ness Holdings
  • Nick Vanderboom, Chief Operating Officer, Related California
  • Keith Wasserman, Partner, Gelt
  • Aaron Burnett, Director – Western Region, Kastle Systems
  • Mike D’Onofrio, Managing Director, Engineered Tax Services
  • Shelby Istrin, Chief Executive Officer, Onyx Relocation
  • Bobby Khorshidi, President & Principal, Archway Fund
  • John MacLean, Senior Vice President, Banc of California
  • Jim Markel, VP – Regional Manager, Encino, Marcus & Millichap
  • Billy Meyer, Managing Director – RE Lending, Columbia Pacific Advisors
  • Alexa Mizrahi, Director of Loan Origination, Lone Oak Fund
  • Scé Pike, CEO & Co-Founder, IOTAS
  • Mike Rovner, Founder & President, Mike Rovner Construction
  • John Sebree, SVP & National Director, Multifamily, Marcus & Millichap
  • Tony Solomon, SVP & National Director, Marcus & Millichap Capital Corporation
  • Pam Westhoff, Partner, Sheppard, Mullin, Richter & Hampton

Who Attends

The Marcus & Millichap Multifamily Forum: Southern California brings together hundreds of active multifamily developers, owners, investors, managers and operators.

Past attending companies include:

  • 5Arch
  • Abner Company
  • Advent Properties
  • AFCO
  • AMCAL Multi-Housing
  • Ares
  • Arixa Capital
  • Armor Capital
  • AvalonBay Communities
  • Baks Investments
  • Bascom Group
  • Benedict Canyon Equities
  • Berkshire Group
  • BlackRock
  • Bridge Investment Group
  • Brixmor Property Group
  • Brookfield
  • Bueno Group
  • California Landmark
  • Canfield Development
  • Carmel Partners
  • CGI Strategies
  • Champion Real Estate Company
  • Citigroup
  • Clarion Partners
  • Clement Capital
  • Cowley Real Estate Partners
  • CVG Properties
  • Decron Properties
  • Diamond Hills Realty
  • Dinerstein Companies
  • Domuso
  • Dunleer Group
  • Equassure
  • Equity Residential
  • Eris Development
  • Fairfield Residential
  • Fifield Companies
  • Forest City Enterprises
  • FPA Multifamily
  • Gelt
  • Gibraltar Investment Partners
  • Glaser Family Properties
  • Hanover
  • Haven Realty Capital
  • Highland Realty Capital
  • Holland Partners
  • Holualoa Companies
  • IDS Real Estate Group
  • Integral Group
  • Interstate Equities
  • JADE Enterprises
  • JPI Companies
  • Kelton Capital
  • Kemper Development Company
  • Key Bridge Capital
  • Keystone Pinnacle
  • Laramar Group
  • Latco Enterprises
  • Legacy Partners
  • Lennar Multifamily
  • Loboda Properties
  • Lockton
  • Luxer One
  • MacFarlane Partners
  • Mack Real Estate Development
  • Majestic Realty
  • Mayer Capital Partners
  • MDT Properties
  • Mesa West Capital
  • MG Properties Group
  • Micropolitan
  • Miramac Capital
  • MJW Investments
  • Monem Corporation
  • NMS Properties
  • NNC Apartment Ventures
  • Nu Urban Residential
  • Pacific Apartment Homes
  • Pacific Urban Residential
  • Partners Capital
  • PeerStreet
  • Phoenix Group
  • Pinnacle Investments
  • Pinyon Group
  • Priya Living
  • Pro Residential
  • Prometheus Real Estate Group
  • Psomas
  • Raintree Partners
  • Red Capital Group
  • Regency Centers
  • Related California
  • Resmark
  • Rockdyne Enterprises
  • Sack Properties
  • Sandstone Properties
  • Sarco Investments
  • Sares Regis Group
  • Seritage Growth Properties
  • Star Building Group
  • StarPoint Properties
  • Steadfast Companies
  • SummerHill Housing Group
  • TCW Group
  • Trammell Crow Residential
  • Trion Properties
  • TruAmerica Multifamily
  • Universe Holdings
  • Urban Land Institute Los Angeles
  • Viceroy Investments
  • VisionWise Capital
  • Watt Companies
  • Western National Group
  • Winstar Properties
  • Wood Partners

Southern California Multifamily Online Conference 2020 Agenda

August 11 – 20, 2020

Schedule of Online Sessions

Tuesday, August 11
10:00 AM – 11:00 AM PDT

Multifamily State of Market: National vs. Southern California

M&M National Director of Multifamily, John Sebree, will present the current state of the market, comparing and contrasting trends across Southern California with key comparable apartment markets across the country. Learn how supply and demand for apartments interplay for key cities across Southern California and the west coast, as well as key indicators of how the pandemic is shaping demand, rents and delivery of new units.

Presented by:

  • John Sebree, FVP & National Director – Multifamily, Marcus & Millichap

Wednesday, August 12
10:00 AM – 11:00 AM PDT

Hero or Zero? The Future of Apartment Development & Investment across Southern California

We are in unprecedented times. The state of the market 12 months ago seems like a bygone era. Just a short while ago, the biggest concern was rent control. That seems like a million years ago now. In 2020, we are faced with a global pandemic, social unrest and massive unemployment. And what’s more, California’s plans to reopen have been stymied for the time being. Developers are itching to get their pipelines restarted, while investors sit on the sidelines with piles of cash waiting to see how things will play out. How are these factors impacting the apartment industry across Southern California?

  • How have rental rates, rent payments and occupancy held up since March?
  • How is unemployment affecting the outlook for the apartment industry across SoCal?
  • Which cities across the region are suddenly more attractive in light of the pandemic?
  • Where is development restarting and what can we expect in light of reopenings?
  • How has the current situation affected construction costs, availability and timelines?
  • In what ways has the pandemic created new opportunities for distressed deals and projects?

Panelists:

  • Kevin Kaberna, Executive Director – Investment, Greystar
  • Paul Keller, Chairman, Mack Development
  • Chad Sanderson, Senior Principal, Bascom Group
  • Neil Shekhter, CEO, NMS Properties

Thursday, August 13
10:00 AM – 11:00 AM PDT

Rent Control? Ah, Yes, Those Were the Good Ol’ Days: A Regulatory Update

Remember 2019 and how the legislature somehow got rent control passed despite it being shot down by the voters of California? Remember what a terrible time that seemed? Welcome to the dystopian future where public health crises, eviction moratoriums and rent strikes are the new normal. Join this special session to hear the latest on the regulatory environment in a mid-pandemic world and how this will likely play out once the public health crisis has passed. What are the governor, the state legislatures, and the local mayors and councils doing, and how will it affect your multifamily business? Specifically, what is on the ballot for this fall? Prop 10 2.0?

  • Understand what current regulations are in force and how they affect multifamily
  • Learn the status of the court system and how this will impact landlord-tenant cases
  • Get the latest on rent default strategies and how to handle disputes
  • Hear how rent control plays into the current situation and how/where it will go into effect
  • Receive analysis on how the regulatory environment impacts valuations
  • Hear what top apartment property owners are doing and planning
  • Engage in a special Q&A with panelists to get answers to your questions

Moderator:

  • John Sebree, FVP & National Director – Multifamily, Marcus & Millichap

Panelists:

  • Barry Altshuler, EVP – Investments, Equity Residential
  • Tom Bannon, CEO, California Apartment Association
  • Jim Lapides, VP, National Multifamily Housing Council
  • John Millham, President, Prometheus Real Estate Group

Friday, August 14
10:00 AM – 11:00 AM PDT

Elections, Viruses & Protests, Oh My!: Multifamily Investment & Finance Velocity & Deal Flow in a Topsy Turvy World

In the spring, the pandemic had derailed most deals, with only the most motivated of sellers proceeding to close. Meanwhile, equity sources largely pulled back waiting to see how the pandemic, unemployment and reopenings will affect rent payments, rent levels and occupancy rates, among other key metrics. Now that we’ve seen that rent collections are much better than feared, buyers are re-entering the market, driving new deals forward, some at discounts and some at or above pre-COVID prices. Lenders as well are starting to re-engage at acceptable LTVs. What’s next for multifamily capital markets, and will there be special opportunities created by the pandemic? Join this special online panel to learn more about the state of capital markets, both debt and equity for multifamily deals across Southern California.

  • How have deal terms and underwriting changed due to the pandemic?
  • How are banks and other lenders adjusting their LTVs and covenants?
  • Which equity investors are actively investing in deals right now?
  • Which types of deals have fallen out of favor and which are on the rise?
  • What unique opportunities has the current situation created for equity investors?

Moderator:

  • Tony Solomon, SVP & National Director, Marcus & Millichap Capital Corporation

Panelists:

  • Ash Baraghoush, Managing Director – Investments, Hanover Financial
  • Jonathan Epstein, Managing Director, BentallGreenOak
  • Billy Meyer, Managing Director – RE Lending, Columbia Pacific Advisors
  • Alexis Mizrahi, Director, Lone Oak
  • Pam Westhoff, Partner, Sheppard Mullin

Friday, August 14
2:00 PM – 3:00 PM PDT

Southern California Multifamily Happy Hour

Bring your favorite beverage and login for a group networking function to finish up the first week. Limited to a total of 300 participants, groups of 10 will be mixed together for six periods of 10 minutes each, over the course of one hour to allow you to make new connections and re-establish relationships. Connect with 50+ attendees in sixty minutes.

Monday, August 17
10:00 AM – 10:30 AM PDT

Keynote: Bob Hart, President & CEO, TruAmerica Multifamily

Tuesday, August 18
10:00 AM – 11:00 AM PDT

Finding the Silver Lining: Property Management Technology and Innovation in a Time of Crisis

With Southern California re-opening and then reversing, multifamily operators are challenged to manage their properties safely amid the Coronavirus pandemic. New plans and action steps are emerging, and this session seeks to bring to the surface what multifamily operators are seeing and doing at this time, as well as how technology and innovation can be used to solve specific pain points:

  • Rent collections and economically vacant / physically occupied units
  • Occupancy and leasing trends, activity and strategies to minimize vacancy
  • Touch-less leasing, smart buildings and remote management tools
  • Mortgage payment forbearance opportunities and roadblocks
  • Property tax savings opportunities in light of valuation changes
  • Tactics to procure PPE and maintain a reliable pipeline of equipment
  • Putting together reopening plans for your portfolio / property

Panelists:

  • Rachel Davidson, Chief Administrative Officer, Alliance Residential
  • Keith Wasserman, Partner, Gelt

Wednesday, August 19
8:30 AM – 10:00 AM PDT

Private Roundtable for Multifamily Development Leaders

This 90-minute online session is exclusive to multifamily development leaders.

This is an invite-only session. Contact Samantha Williams at sam@greenpearlevents.com. If you are interested in participating.

Wednesday, August 19
10:00 AM – 11:00 AM PDT

The New Normal: Updated Strategies to Rethink the Rehab Game

Class C properties have been hit hardest by unemployment and non-payment of rent, while Class A properties have thus far been unscathed, although a prolonged period of economic depression could change that. The typical Value-Add strategy involves buying up B and C properties and upgrading them, if not to Class A, at least to a higher quality product that attracts higher paying tenants. How has the pandemic changed all that, and what is the outlook for the value-add rehab model?

  • How are the buyers finding and funding new deals in the SoCal today?
  • In what ways has the risk profile of acquiring older properties changed?
  • How has the pandemic affected value-add construction projects?
  • Will we see a wave of distressed selling and, if so, how big will it be?
  • How has the crisis changed the rehab business plan? Are social amenities now less valued?
  • Which technologies suddenly make a lot more sense to incorporate into refurbished properties?

Panelists:

  • Marshall Boyd, Chief Executive Officer, Interstate Equities
  • Paul Kaseburg, CIO, MG Properties Group
  • Ryan Somers, President & CEO, Benedict Canyon Equities
  • Steven Taylor, Managing Partner & Founder, Taylor Equities

Bending the Cost Curve: Secrets in Multifamily Design & Construction

The COVID crisis has laid bare some structural issues and new found risks, such as dependence upon China for materials, dependence upon immigrants in construction jobs, as well as the hazards of viral infection as a newly emerged construction safety issue. While the pandemic may have caused delays, it doesn’t appear to have helped an industry where costs were already soaring in recent years. How are developers, designers and construction executives changing how they do their work today?

  • How has the pandemic and resulting unemployment rate affected development plans going forward?
  • What impact has the crisis had on construction projects, labor and costs?
  • How is materials sourcing changing in light of the current situation?
  • In what ways has COVID changed the designs and materials choices on future apartment properties?
  • If personal car usage goes up due to Coronavirus, how does that change the calculus on parking?
  • What new opportunities have emerged from the crisis?

Panelists:

  • Simon Aftalion, Development Director, Markwood
  • Neil Shekhter, CEO, NMS Properties
  • Michael Sorochinsky, CEO, Cypress Equity Investments
  • Nick Vanderboom, Chief Operating Officer, Related California

Thursday, August 20
10:00 AM – 11:00 AM PDT

Get More Now: New Tax Credit & Incremental Ancillary Income Opportunities Workshop

Presented by:

  • Mike D’Onofrio, Managing Director, Engineered Tax Services

Daily, August 11 – 20
11:15 AM – 11:45 AM PDT

Group Networking / Table Topics

GreenPearl is organizing a small number of group networking functions around specific topics. These 30-minute sessions will be held online via group video chat, and each session will be limited in attendance to allow for a productive experience. Details of which topics are still to be decided based on attendee feedback. Express your interest in the registration form.

  • Meet the Speakers
  • Rental Rates, Payments & Vacancy Problems
  • Refinancing & Borrowing Challenges
  • Staff and Resident Safety amid COVID
  • Touch-less Technology and Remote Management
  • Acquisitions & Equity Investment Headaches
  • Development & Construction Dispute Handling
  • Future Demand: Suburban vs Urban
  • Construction Costs, Labor & Materials
  • Deal Syndication & Fundraising
  • Distressed Investing Outlook
  • Reopening Plans & Amenity Usage
  • Value-Add Business Plan Changes
  • Orange County Opportunities

Southern California Multifamily Online Conference 2020 Agenda

August 11 – 20, 2020

Schedule of Online Sessions

Tuesday, August 11
10:00 AM – 11:00 AM PDT

Multifamily State of Market: National vs. Southern California

Presented by:

  • John Sebree, FVP & National Director – Multifamily, Marcus & Millichap

Wednesday, August 12
10:00 AM – 11:00 AM PDT

Hero or Zero? The Future of Apartment Development & Investment across Southern California

Thursday, August 13
10:00 AM – 11:00 AM PDT

Rent Control? Ah, Yes, Those Were the Good Ol’ Days: A Regulatory Update

Friday, August 14
10:00 AM – 11:00 AM PDT

Elections, Viruses & Protests, Oh My!: Multifamily Investment & Finance Velocity & Deal Flow in a Topsy Turvy World

Friday, August 14
2:00 PM – 3:00 PM PDT

Southern California Multifamily Happy Hour

Monday, August 17
10:00 AM – 10:30 AM PDT

Keynote: Bob Hart, President & CEO, TruAmerica Multifamily

Tuesday, August 18
10:00 AM – 11:00 AM PDT

Finding the Silver Lining: Property Management Technology and Innovation in a Time of Crisis

Wednesday, August 19
8:30 AM – 10:00 AM PDT

Private Roundtable for Multifamily Development Leaders

This is an invite-only session. Contact Samantha Williams at sam@greenpearlevents.com. If you are interested in participating.

Wednesday, August 19
10:00 AM – 11:00 AM PDT

The New Normal: Updated Strategies to Rethink the Rehab Game

Thursday, August 20
10:00 AM – 11:00 AM PDT

Get More Now: New Tax Credit & Incremental Ancillary Income Opportunities Workshop

Presented by:

  • Mike D’Onofrio, Managing Director, Engineered Tax Services

Daily, August 11 – 20
11:15 AM – 11:45 AM PDT

Group Networking / Table Topics

Conference Chair

Marcus & Millichap

Founded in 1971, Marcus & Millichap is a leading commercial real estate brokerage firm focusing exclusively on investment sales, financing, research, and advisory services, with close to 2,000 investment sales and financing professionals in over 80 offices throughout the United States and Canada. The firm has perfected a powerful property marketing system that integrates broker specialization by property type and market area; the industry’s most comprehensive investment research; a long-standing culture of information sharing; relationships with the largest pool of qualified investors; and state-of-the-art technology matching buyers and sellers. In 2018, the firm closed nearly 10,000 transactions with a sales volume of approximately $46.4 billion.

2020 Sponsors

Sponsors of the Marcus & Millichap / IPA Multifamily Forum: Southern California are typically industry vendors and service providers looking to secure new business from medium to large sized multifamily and/or office portfolio operators.

Allen Matkins
Archway Capital
Banc of California
biproxi
Columbia Pacific
EBI Consulting
ETS
Groupe Selection
Insurent
IOTAS
Jetty
Juniper Square
jurny
Kastle Systems
Lone Oak Fund
Luther Burbank
MRC
NV5
Onyx Relocation
ParkPlus
Private Mortgage Fund
redIQ
Repli
Rutan & Tucker
Sheppard Mullin
TheGuarantors
Turnaround Solutions

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