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
8:00 – 9:00 AM
Arrival and Breakfast
8:20 – 8:45 AM
Tax Minimization: 2025 Update
Workshop Leader:
Michael D’Onofrio
Managing Director
Engineered Tax Services
8:50 – 9:00 AM
Opening Remarks
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: Mulitifamily Debt & Equity Sourcing for Today’s Multifamily Investments
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
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
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
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
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
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
Chief Investment Officer
Security Properties
Thomas Fischer
Principal
Capital Markets
JB Matteson
Joe Manca
Principal
TMR Investments
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
President
Northwest
Ryan Companies
Jake McKinstry
Managing Partner
Spectrum Development Solutions
Christopher Persons
Chief Executive Officer
Community Roots Housing
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
Chairman & CEO
Holland Partner Group
Keynote Speaker
Peter Standley
VP & Director
Multifamily
Marcus & Millichap
Interviewer
3:20 – 4:00 PM
Networking Reception
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
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
- 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
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
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.
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2025 Conference Sponsors
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