Join us at the Marcus & Millichap / IPA Multifamily Forum: Southeast 2025 at the JW Marriott Atlanta Buckhead on March 20, 2025. First held in 2014, the conference consistently brings together 400+ multifamily executives from across the Southeast, as well as national and regional multifamily owners, investors and developers active in Southeast markets from across the country.
This year, we look at the new reality emerging as we enter a new cycle. With a large number of new units coming online, asset & property management leaders are in a crunch to look for solutions as they are squeezed between increasing costs and stagnating rents. Meanwhile, capital markets are wavering, as it is unclear where interest rates will go from here, forcing owners, investors and developers to re-evaluate their capital strategies. Workouts and re-capitalizations are adding additional stress on what some are calling an overbuilt market. Meanwhile, developers struggle to keep active with an eye towards new starts that will deliver in 2027 when deliveries are expected to be lower than average. Come connect with your peers to get the latest insights on capital markets, new development, operations, acquisitions & dispositions from market-leading apartment industry principals.
Join hundreds of fellow owners, investors and developers on March 20, 2025 at the JW Marriott Atlanta Buckhead at the Southeast Multifamily Forum 2025 for a day of in-person learning, idea sharing, deal making and networking. Remote access via podcast and post-event 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 Wednesday, March 19.
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
Keynote Speakers
Lili Dunn
President & Chief Executive Officer
Bell Partners
Hessam Nadji
President & Chief Executive Officer
Marcus & Millichap
2025 Select Speakers & Featured Participants
Mike Ballard
Partner
Ascent Multifamily Accounting
Kimberly Bender
President
Preferred Apartment Communities
Ron Bonneau
Partner & Managing Director
Acquisitions
RPM Living
Frank Bruni
Managing Director
Capital Markets
Blaze Capital Partners
Jim Caravello
Chief Operating Officer
EYC Companies
Stephen Carlson
Senior Vice President
Capital Markets & Transactions
Waterton
Jay Clark
CEO & Founder
Southeast Capital Companies
Ray Cleeman
Head of Capital Markets
Pensam Capital
Darin Collier
Managing Partner
Worthing
Michael D’Onofrio
Managing Director
Engineered Tax Services
Gavin Dickson
Enterprise Account Executive
HappyCo
Ryan Doyle
Senior Director – Originations
Southeast
Nuveen Green Capital
John Duckett
Managing Director
Investment Management
Hawthorne Residential Partners
Tyler Epps
Senior Vice President
American South Real Estate Fund
Seynabou Fall-Ndoye
Assistant Vice President
Waterton
Christopher Finlay
Chief Executive Officer
Middleburg
Garrett Francis
Managing Principal
Head of Capital Markets
Loci Capital
Brant Glomb
Managing Director
Investments
Magnolia Capital
Keanan Gomez
Executive Vice President
Multifamily
Radco
Brian Grant
SVP – Acquisitions
Equity Residential
Eric Hade
Co-Founder
Brook Farm Group
Adam Harbin
Regional Development Partner
Hanover Company
Nathan Hedges
Managing Director
Acquisitions & Development
Allen Morris Company
John Isakson
Chief Executive Officer
ARK Homes for Rent
Jeff Kaloupek
Chief Operating Officer
Middle Street Partners
Sam Kupersmith
Managing Director
Ares Management
David Kwitman
Executive Director
CRE Finance
Ready Capital
Matt Lazar
Managing Director
U.S. Real Estate
TPG Angelo Gordon
John M. Leonard
FVP & Regional Manager
Atlanta
Marcus & Millichap
James Lindberg
Head of Sales
Banner
Jim Lott
Managing Director
Development
Waypoint Residential
Justin Marshall
Chief Operating Officer
Fogelman
Linda Masterson
Senior Vice President
Operations
Pegasus Residential
Clayton Mays
CIO
Arey Group
Jody McKibben
FVP & Regional Manager
Marcus & Millichap
Henry Miller
Director – Development
Bridge Investment Group
Connor Moore
VP – Risk Solutions
Brown & Brown
Katherine Mosley
Partner – Development
TriBridge Residential
Ron Muzii
Managing Director
Canyon Partners Real Estate
David Perez
Senior Vice President
Head of Residential
RMR Group
Darren Pierce
President
ZRS Management
Norman Praet
Managing Partner
Brownlee Whitlow & Praet
Jessica Ramsey
VP – Investor Relations
Bell Partners
Marysa Raymond
Director – Asset Management
Middle Street Partners
Blair Schlossberg
Co-Founder & Principal
Crown Holdings
Tim Schrager
Chief Executive Officer
Perennial Properties
Eric Silverman
Managing Partner
Eastham Capital
Deanna Simone
Head of Strategic Partnerships
Jetty
Bronson Smith
Chief Investment Officer
Centennial Holding Company
Peter Standley
VP & Director – Multifamily
Marcus & Millichap
Marc Sznajderman
SVP & Head of Production
Eastern Region
Marcus & Millichap
Capital Corporation
Whitney Ward
Managing Principal
CRE-Endeavors
Todd Watkins
Partner & Chief Operating Officer
RailField Partners
Benjamin Yelm
VP & Regional Manager
Marcus & Millichap
Andrew Zelman
Vice President – Acquisitions
GID
2025 Select Speakers & Featured Participants
- Mike Ballard, Partner, Ascent Multifamily Accounting
- Kimberly Bender, President, Preferred Apartment Communities
- Ron Bonneau, Partner & Managing Director – Acquisitions, RPM Living
- Frank Bruni, Managing Director – Capital Markets, Blaze Capital Partners
- Jim Caravello, Chief Operating Officer, EYC Companies
- Stephen Carlson, SVP – Capital Markets & Transactions, Waterton
- Jay Clark, CEO & Founder, Southeast Capital Companies
- Ray Cleeman, Head of Capital Markets, Pensam Capital
- Darin Collier, Managing Partner, Worthing
- Michael D’Onofrio, Managing Director, Engineered Tax Services
- Gavin Dickson, Enterprise Account Executive, HappyCo
- Ryan Doyle, Senior Director, Nuveen Green Capital
- John Duckett, Managing Director – Investment Management, Hawthorne Residential Partners
- Tyler Epps, Senior Vice President, American South Real Estate Fund
- Seynabou Fall-Ndoye, Assistant Vice President, Waterton
- Christopher Finlay, Chief Executive Officer, Middleburg
- Garrett Francis, Managing Principal & Head of Capital Markets, Loci Capital
- Brant Glomb, Managing Director – Investments, Magnolia Capital
- Keanan Gomez, Executive Vice President – Multifamily, Radco
- Brian Grant, SVP – Acquisitions, Equity Residential
- Eric Hade, Co-Founder, Brook Farm Group
- Adam Harbin, Regional Development Partner, Hanover Company
- Nathan Hedges, Managing Director – Acquisitions & Development, Allen Morris Company
- John Isakson, Chief Executive Officer, ARK Homes for Rent
- Jeff Kaloupek, Chief Operating Officer, Middle Street Partners
- Sam Kupersmith, Managing Director, Ares Management
- David Kwitman, Executive Director – CRE Finance, Ready Capital
- Matt Lazar, Managing Director, U.S. Real Estate, TPG Angelo Gordon
- John Leonard, FVP & Regional Manager, Marcus & Millichap
- James Lindberg, Head of Sales, Banner
- Jim Lott, Managing Director – Development, Waypoint Residential
- Justin Marshall, Chief Operating Officer, Fogelman
- Clayton Mays, CIO, Arey Group
- Jody McKibben, First Vice President & Regional Manager, Marcus & Millichap
- Henry Miller, Director – Development, Bridge Investment Group
- Connor Moore, Vice President – Risk Solutions, Brown & Brown
- Katherine Mosley, Partner – Development, TriBridge Residential
- Ronald Muzii, Managing Director, Canyon Partners Real Estate
- Hessam Nadji, Chief Executive Officer, Marcus & Millichap
- David Perez, Senior Vice President & Head of Residential, RMR Group
- Darren Pierce, President, ZRS Management
- Norman Praet, Managing Partner, Brownlee Whitlow & Praet
- Jessica Ramsey, VP – Investor Relations, Bell Partners
- Marysa Raymond, Director – Asset Management, Middle Street Partners
- Blair Schlossberg, Co-Founder & Principal, Crown Holdings
- Tim Schrager, CEO, Perennial Properties
- Eric Silverman, Managing Partner, Eastham Capital
- Deanna Simone, Head of Strategic Partnerships, Jetty
- Bronson Smith, Chief Investment Officer, Centennial Holding Company
- Peter Standley, VP & Director – Multifamily, Marcus & Millichap
- Marc Sznajderman, SVP & Head of Production – Eastern Region, Marcus & Millichap Capital Corp.
- Whitney Ward, Managing Principal, CRE-Endeavors
- Todd Watkins, Partner & Chief Operating Officer, RailField Partners
- Benjamin Yelm, VP & Regional Manager, Marcus & Millichap
- Andrew Zelman, Vice President – Acquisitions, GID
Featured Past Speakers:
Speakers at the Marcus & Millichap Multifamily Forum: Southeast 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 2025 conference. Contact Samantha Williams at sam@greenpearlevents.com for speaking inquiries.
Past speakers include:
Richard Aaronson
Chief Executive Officer
Atlantic Realty Partners
Tracy Bowers
Managing Partner
Gallery Residential
Cindy Clare
Chief Operating Officer
Bell Partners
Terry Considine
Chief Executive Officer
AIR Communities
Jay Curran
President – Multifamily
Crescent Communities
Richard Debo
Managing Director
Artemis Real Estate Partners
Matt Ferrari
Co-Chief Investment Officer
TruAmerica Multifamily
Chris Finlay
Chairman & CEO
Lloyd Jones Capital
Sherry Freitas
Senior Managing Director
RangeWater
Melanie French
Chief Executive Officer
RR Living
Melanie Gersper
Managing Director
Pretium
Courtney Gordon
Chief Operating Officer
RISE
Mitch Harrison
Principal
Asset Living
Annie Hirst
Senior Vice President
AMLI Residential
Paul Hughson
Executive Managing Director
Island Capital
Jay Jacobson
Chief Executive Officer
EDEN Living
Jeff Kaloupek
Chief Operating Officer
Middle Street Partners
Morris Kaplan
Principal
Kaplan Residential
Inna Khidekel
Senior Managing Director
Bridge Investment Group
Alan King
Head of Property Management
Berkshire Residential
Joe Lubeck
Chief Executive Officer
American Landmark
Apartments
Tuba Malinowski
Chief Operating Officer
Stockbridge Capital
Justin Marshall
Chief Operating Officer
Fogelman Management Group
Bobbi Moody
Chief Operating Officer
Insula Companies
Katherine Mosley
Partner – Development
TriBridge Residential
David Nelson
President & CIO
Hamilton Zanze
Peter Pappas
Chief Executive Officer
Terwilliger Pappas
Egbert Perry
Chief Executive Officer
Integral Group
Robin Potts
Chief Investment Officer
Canyon Partners RE
Norman Radow
Chief Executive Officer
Radco
Jerome Russell
President
HJ Russell
Andrew Schwarz
Chief Executive Officer
Audubon Communities
Steven Shores
Chief Executive Officer
RangeWater
Blanton Smith
Head of Asset Management
Blackfin Real Estate Investors
Mark Stewart
Chief Investment Officer
Bainbridge Companies
Marie Thomas
Chief Operating Officer
Oxford Properties
Mark Toro
Founder & Principal
Toro Development Company
Mary Trevino
Managing Director
Multifamily
Hines
Jackie Ware
Chief Executive Officer
Pegasus Residential
Scott Wilkerson
Chief Investment Officer
Ginkgo Residential
Featured Past Speakers
Speakers at the Marcus & Millichap Multifamily Forum: Southeast 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 2025 conference. Contact Samantha Williams at sam@greenpearlevents.com for speaking inquiries.
Past speakers include:
- Richard Aaronson, Chief Executive Officer, Atlantic Realty Partners
- Tracy Bowers, Managing Partner, Gallery Residential
- Cindy Clare, Chief Operating Officer, Bell Partners
- Terry Considine, Chief Executive Officer, AIR Communities
- Jay Curran, President – Multifamily, Crescent Communities
- Richard Debo, Managing Director, Artemis Real Estate Partners
- Matt Ferrari, Co-Chief Investment Officer, TruAmerica Multifamily
- Chris Finlay, Chief Executive Officer, Lloyd Jones Capital
- Sherry Freitas, Executive Managing Director, RangeWater
- Melanie French, Chief Executive Officer, RR Living
- Melanie Gersper, Managing Director, Pretium
- Courtney Gordon, Chief Operating Officer, RISE
- Mitch Harrison, Principal, Asset Living
- Annie Hirst, Senior Vice President, AMLI Residential
- Paul Hughson, Executive Managing Director, Island Capital
- Jay Jacobson, Chief Executive Officer, EDEN Living
- Jeff Kaloupek, Chief Operating Officer, Middle Street Partners
- Morris Kaplan, President, Kaplan Residential
- Inna Khidekel, Senior Managing Director, Bridge Investment Group
- Alan King, Head of Property Management, Berkshire Residential
- Joe Lubeck, Chief Executive Officer, American Landmark Apartments
- Tuba Malinowski, Chief Operating Officer, Stockbridge Capital
- Justin Marshall, Chief Operating Officer, Fogelman Management Group
- Bobbi Moody, Chief Operating Officer, Insula Companies
- Katherine Mosley, Partner – Development, TriBridge Residential
- David Nelson, President & CIO, Hamilton Zanze
- Peter Pappas, Chief Executive Officer, Terwilliger Pappas
- Egbert Perry, Chief Executive Officer, Integral Group
- Robin Potts, Chief Investment Officer, Canyon Partners Real Estate
- Norman Radow, Chief Executive Officer, Radco
- Jerome Russell, President, HJ Russell
- Andrew Schwarz, Chief Executive Officer, Audubon Communities
- Steven Shores, Chief Executive Officer, RangeWater
- Blanton Smith, Head of Asset Management, Blackfin Real Estate Investors
- Mark Stewart, Chief Investment Officer, Bainbridge Companies
- Marie Thomas, Chief Operating Officer, Oxford Properties
- Mark Toro, Principal, Toro Development Company
- Mary Trevino, Managing Director – Multifamily, Hines
- Jackie Ware, Chief Executive Officer, Pegasus Residential
- Scott Wilkerson, Chief Investment Officer, Ginkgo Residential
Agenda at a Glance:
Wednesday, March 19, 2025
5:00 pm – 7:00 pm
Welcome Reception (separate paid registration required)
Thursday, March 20, 2025
8:00 am – 9:00 am
Check-in & Networking Breakfast
Hosted by:
8:20 am – 8:45 am
Pre-Event Morning Workshop
8:50 am – 9:00 am
Opening Remarks
9:00 am – 9:35 am
Southeast Multifamily Market Metrics & Industry Outlook Presentation
9:40 am – 10:25 am
Unlocking Capital: Updated Strategies for Raising Equity and Debt for Multifamily Deals
10:30 am – 10:40 am
Morning Presentation
10:45 am – 11:30 am
Blueprints for Growth: Developing Multifamily Housing in an Arguably Overbuilt Southeast Market
11:30 am – 12:00 pm
Networking Break with Refreshments
12:00 pm – 12:45 pm
Operations 2.0: Leveraging People & Technology to Enhance Apartment Management & Performance
12:50 pm – 1:00 pm
Afternoon Presentation
1:05 pm – 1:50 pm
Finding Value: Investment Strategies and Acquisitions in the Multifamily Market
1:50 pm – 2:20 pm
Networking Lunch
2:20 pm – 3:05 pm
Looking Forward: Key Perspectives from Market Leaders on Navigating a New Multifamily Cycle
3:05 pm – 4:00 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 Atlanta. The location is to be announced. The reception runs from 5:00 to 7:00 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 for groups up 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 from principal firms active in investment, operations and/or development of residential properties. 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. Select service providers can still gain access to private roundtables via sponsorship, pending availability. Sponsored spots on roundtables are extremely limited. Inquire with Samantha Williams at sam@greenpearlevents.com about joining a Private Roundtable.
9:45 am – 11:15 am
Multifamily Operators Private Roundtable
Criteria: Chief Operations Officers, company heads and leaders in asset and/or property management nationally or regionally in the Southeast for portfolios greater than 1,000 units.
9:45 am – 11:15 am
Multifamily Investors Private Roundtable
Criteria: Chief Investment Officers, company heads and leaders in acquisitions and dispositions either nationally or regionally in the Southeast.
12:00 pm – 1:30 pm
Multifamily Developers Private Roundtable
Criteria: Chief Development Officers, heads of development, company heads and leaders in development either nationally or regionally in the Southeast.
12:00 pm – 1:30 pm
Multifamily Capital Markets Private Roundtable
Criteria: Heads of Capital Markets, company heads and leaders in capital markets from operating partners as well as providers of Equity Capital for funds and deals in the Southeast.
Attendee Stats:
Average Attendance
Attendee Ratio
Principal Ratio
Past Attending Organizations:
The Marcus & Millichap / IPA Multifamily Forum: Southeast 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 the Southeast.
Past attending companies include:
- ACRE
- Alliance Residential Company
- American Land Ventures
- American Landmark Apartments
- AMLI Residential
- Artemis Real Estate Partners
- Asset Living
- Atlantic Pacific Companies
- Atlantic Residential
- Audubon Communities
- Avenida Partners
- Bascom Group
- Beach Company
- Bell Partners
- Berkshire Communities
- Biscayne Atlantic
- Blue Ridge Companies
- Bristol Development Group
- Broadwell Property Group
- Broome Capital
- Brown Realty Advisors
- Carter-Haston Real Estate Services
- CastleGate Property Group
- Centennial Holding Company
- Chance Partners
- Clark Ventures
- Continental Realty Corp.
- Cortland
- Crescent Communities
- Crown Holdings
- Daniel Corporation
- DeBartolo Development
- DLP Real Estate Capital
- Eastham Capital
- ECI Group
- Eller Capital Partners
- Equity Resources
- Fairfield Residential
- Fannie Mae
- FCA Partners
- Flournoy Companies
- Fogelman Management Group
- Gables Residential
- GID
- Ginkgo Residential
- Greystar
- Greystone
- Grubb Properties
- Hathaway Development
- Haven Realty Capital
- Hudson Capital Properties
- Iconiq Capital
- Integral Group
- Irinda Capital Management
- Island Capital
- JAMCO Properties
- LEM Capital
- LIV Development
- M. Banks Realty Partners
- MACC Capital Equity Fund
- McCann Realty Partners
- Middle Street Partners
- Middleburg Communities
- Mill Creek Residential Trust
- North American Properties
- Northwood Ravin
- OneStreet Residential
- Origin Investments
- PASSCO Companies
- Pegasus Residential
- PEM
- Penler
- Perennial Properties
- PointOne Holdings
- Portman Residential
- Preferred Apartment Communities
- Princeton Enterprises
- PRP
- Quarterra
- R James Properties
- Radco
- Radius Properties
- RangeWater
- RKW Residential
- RPM Living
- Shelton McNally
- Southeast Capital Companies
- Spectrum Properties
- Stockbridge Capital
- Streetlights Residential
- Terwilliger Pappas
- Toll Brothers
- Trammell Crow Residential
- TriBridge Residential
- TruAmerica Multifamily
- TWO Capital Partners
- Vida Companies
- Waterton
- Waypoint Residential
- Wilkinson Companies
- Willow Bridge Property Company
- Wood Partners
- Woodfield Development
- ZRS Management
Hotel and Conference Venue:
Address: 3300 Lenox Rd NE, Atlanta, GA
Nightly Rate: $232
Booking Deadline: February 26, 2025*
*Rooms may sell out prior to the booking deadline.
Please reserve a room at your earliest convenience.
Conference Chairs:
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.
2025 Featured Sponsors
Conference Organizer:
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