Detailed Agenda

Wednesday, October 15

5:00 – 7:00 PM
Welcome Reception in Seattle (separate registration required)

Welcome Reception Venue

Address: 16th Floor of The Charter Hotel Seattle, 1610 2nd Ave, Seattle, WA 98101

Thursday, October 16

Schedule of Public Sessions

8:00 – 9:00 AM
Arrival and Breakfast

8:20 – 8:45 AM
Tax Minimization: 2025 Update

Workshop Leader:

Michael D'Onofrio

Michael D’Onofrio
Managing Director
Engineered Tax Services

8:50 – 9:00 AM
Opening Remarks

Joel Deis

Joel Deis
FVP & Regional Manager
Marcus & Millichap

9:00 – 9:35 AM
Pacific Northwest Multifamily Market Outlook Presentation

Presented by:

John Chang

John Chang
SVP – Chief Intelligence
& Analytics Officer

Marcus & Millichap

9:40 – 10:25 AM
Evolving Capital Strategies: Mulitifamily Debt & Equity Sourcing for Today’s Multifamily Investments

Ash Baraghoush

Ash Baraghoush
Senior Managing Director
TruAmerica Multifamily

Angela Biggs

Angela Biggs
Managing Director
Investment
Grosvenor

Daniel Gallagher

Daniel Gallagher
President
Nitze-Stagen

Ryan Leong

Ryan Leong
Managing Principal
SRM Development

Aidan McLaughlin

Aidan McLaughlin
Director – Originations
Nuveen Green Capital

John Manning

John P. Manning
SVP & Head of Production
Western Region
Marcus & Millichap
Capital Corp.
Moderator

10:30 – 11:15 AM
The Next Chapter: Development Pipeline & Trends for Affordable & Market Rate Housing in the Pacific Northwest

Paul Bottge

Paul Bottge
President – Pacific Northwest
Intracorp

Alan Cantlin

Alan Cantlin
Principal
Trammell Crow Company

Kelly Lin

Kelly Lin
Partner
Terra Social Purpose
Real Estate

Scott Rasmussen

Scott Rasmussen
Managing Director
Pacific Northwest
Vista Residential Partners

David Tabata

David Tabata
Regional Manager
Portland

Marcus & Millichap
Moderator

11:15 – 11:45 AM
Networking Break

11:45 AM – 12:30 PM
People, Processes, and Platforms: Driving Operational Success through Innovation

Tom Daniels

Tom Daniels
Executive Vice President
Operations
11 Residential

Lisa Ellis

Lisa Ellis
Division President
West Coast
Avenue5 Residential

Chantel Emery

Chantel Emery
President
Insite Property Solutions

Jason Murray

Jason Murray
President
Thrive Communities

Jovan Arsovski

Jovan Arsovski
Account Executive
Banner
Moderator

12:35 – 1:20 PM
Finding an Edge: Identifying Value and Opportunity in Today’s Multifamily Real Estate Market

Mark Bates

Mark Bates
Chief Investment Officer
Security Properties

Thomas Fischer

Thomas Fischer
Principal
Capital Markets

JB Matteson

Tad Johnson

Tad Johnson
Managing Director
Acquisitions
Timberlane Partners

Joe Manca

Joe Manca
Principal
TMR Investments

Joel Deis

Joel Deis
First Vice President
& Regional Manager
Marcus & Millichap
Moderator

1:20 – 1:50 PM
Networking Lunch

1:50 – 2:35 PM
Fresh Perspectives: Industry Leaders Insights on What’s Next for Multifamily

Bret Jordan

Bret Jordan
President
Northwest
Ryan Companies

Jake McKinstry

Jake McKinstry
Managing Partner
Spectrum Development Solutions

Christopher Persons

Christopher Persons
Chief Executive Officer
Community Roots Housing

John Chang

John Chang
SVP – Chief Intelligence
& Analytics Officer
Marcus & Millichap
Moderator

2:35 – 3:20 PM
Keynote Conversation with Clyde Holland, CEO, Holland Partner Group

Clyde Holland

Clyde Holland
Chairman & CEO
Holland Partner Group
Keynote Speaker

Peter Standley

Peter Standley
VP & Director
Multifamily
Marcus & Millichap
Interviewer

3:20 – 4:00 PM
Networking Reception

PeerPod

Private Roundtables:

The PeerPod 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 90 minutes 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 – 11:15 AM
Private Roundtable for Multifamily Operators (Invite-Only)

9:45 – 11:15 AM
Private Roundtable for Multifamily Investors (Invite-Only)

11:45 AM – 1:15 PM
Private Roundtable for Multifamily Developers (Invite-Only)

11:45 AM – 1:15 PM
Private Roundtable for Multifamily Capital Markets (Invite-Only)

Detailed Agenda

Wednesday, October 15

5:00 – 7:00 PM

Welcome Reception in Seattle (separate registration required)

Welcome Reception Registration

 

Welcome Reception Venue

 

Fog Room Sky Lounge & Terrace

 

Address: 16th Floor of The Charter Hotel Seattle 1610 2nd Ave, Seattle, WA 98101

Thursday, October 16

Schedule of Public Sessions

8:00 – 9:00 AM

Arrival and Breakfast

Hosted by:

 

8:20 – 8:45 AM

Tax Minimization Workshop

Workshop Leader:

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

8:50 – 9:00 AM

Opening Remarks

Presented by:

  • Joel Deis, FVP & Regional Manager, Marcus & Millichap

9:00 – 9:35 AM

Pacific Northwest Multifamily Market Outlook Presentation

Presented by:

  • John Chang, SVP – Chief Intelligence & Analytics Officer, Marcus & Millichap

9:40 – 10:25 AM

Evolving Capital Strategies: Multifamily Debt & Equity Sourcing for Today’s Multifamily Investments

Panelists:

  • Ash Baraghoush, Senior Managing Director, TruAmerica Multifamily
  • Angela Biggs, Managing Director – Investment, Grosvenor
  • Daniel Gallagher, President, Nitze-Stagen
  • Ryan Leong, Managing Principal, SRM Development
  • Aidan McLaughlin, Director – Originations, Nuveen Green Capital

 

Moderated by:

  • John P. Manning, SVP & Head of Production – Western Region, Marcus & Millichap Capital Corporation

10:30 – 11:15 AM

The Next Chapter: Development Pipeline & Trends for Affordable & Market Rate Housing in the Pacific Northwest

Panelists:

  • Paul Bottge, President – Pacific Northwest, Intracorp
  • Alan Cantlin, Principal, Trammell Crow Company
  • Kelly Lin, Partner, Terra Social Purpose Real Estate
  • Scott Rasmussen, Managing Director – Pacific Northwest, Vista Residential Partners

 

Moderated by:

  • David Tabata, Regional Manager – Portland, Marcus & Millichap

11:15 – 11:45 AM

Networking Break

11:45 AM – 12:30 PM

People, Processes, and Platforms: Driving Operational Success through Innovation

Panelists:

  • Tom Daniels, Executive Vice President – Operations, 11 Residential
  • Lisa Ellis, Division President – West Coast, Avenue5 Residential
  • Chantel Emery, President, Insite Property Solutions
  • Jason Murray, President, Thrive Communities

 

Moderated by:

  • Jovan Arsovski, Account Executive, Banner

12:35 – 1:20 PM

Finding an Edge: Identifying Value and Opportunity in Today’s Multifamily Real Estate Market

Panelists:

  • Mark Bates, Chief Investment Officer, Security Properties
  • Thomas Fischer, Principal – Capital Markets, JB Matteson
  • Tad Johnson, Managing Director – Acquisitions, Timberlane Partners
  • Joe Manca, Principal, TMR Investments

 

Moderated by:

  • Joel Deis, First Vice President & Regional Manager, Marcus & Millichap

1:20 – 1:50 PM

Networking Lunch

1:50 – 2:35 PM

Fresh Perspectives: Industry Leaders Insights on What’s Next for Multifamily

Panelists:

  • Bret Jordan, President – Northwest, Ryan Companies
  • Jake McKinstry, Managing Partner, Spectrum Development
  • Christopher Persons, Chief Executive Officer, Community Roots Housing

 

Moderated by:

  • John Chang, SVP – Chief Intelligence & Analytics Officer, Marcus & Millichap

2:35 – 3:20 PM

Keynote Conversation with Clyde Holland, CEO, Holland Partner Group

Keynote Speaker:

  • Clyde Holland, Chairman & CEO, Holland Partner Group

 

Interviewed by:

  • Peter Standley, VP & Director – Multifamily, Marcus & Millichap

3:20 – 4:00 PM

Networking Reception

PeerPod

Private Roundtables:

The PeerPod 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 90 minutes 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 – 11:15 AM

Private Roundtable for Multifamily Operators (Invite-Only)

9:45 – 11:15 AM

Private Roundtable for Multifamily Investors (Invite-Only)

11:45 AM – 1:15 PM

Private Roundtable for Multifamily Developers (Invite-Only)

11:45 AM – 1:15 PM

Private Roundtable for Multifamily Capital Markets (Invite-Only)

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

Conference Chairs

Marcus & Millichap
IPA

With nearly 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 13,255 transactions in 2021 with a value of approximately $84 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. To learn more, please visit: www.MarcusMillichap.com.

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.

2025 Lead Sponsor

Lockton

2025 Conference Sponsors

Apartments
Banner Technologies
Engineered Tax Services
Nuveen

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We believe in the magic that happens when the smartest, boldest minds come together resulting in business growth and industry evolution. We build high-value events that foster relationships, tap into intellectual wisdom, promote authentic interaction and create success for our clients.