

The Marcus & Millichap Multifamily Online Conference: Southeast concluded on July 16, 2020. Feel free to view recordings of sessions. Use the form below to get access.
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In order to receive your free recordings, please fill out your information below. Please ensure that your e-mail address is correct in order for you to receive the link properly. For any questions, please email sam@greenpearlevents.com.
2020 Online Conference Speakers

Michael Bippus
Managing Director
Waypoint Residential

Chris Boone
Associate Principal
Lessard Design
2020 Speakers
- Tony Azar, Chief Executive Officer, Macc Venture Partners
- Brendan Barr, Managing Partner, OneStreet Residential
- Johnson Bazzel, Senior Partner, Middle Street Partners
- Michael Bippus, Managing Director, Waypoint Residential
- Ben Colonomos, Principal, PointOne Holdings
- Melanie French, President – Property Management, DLP Companies
- Kory Geans, Chief Investment Officer, Middleburg Communities
- Melanie Gersper, Chief Operating Officer, Asia Capital Real Estate
- Courtney Gordon, SVP – Operations, RISE
- Bill Ham, Chief Operating Officer, Broadwell
- Fred Kay, SVP – Development, StreetLights Residential
- Clay Landers, Chief Construction Officer, Cortland
- Aaron Maas, VP – Multifamily Operations, Origin Investments
- Katherine Mosley, Principal – Development, TriBridge Residential
- Brian Oates, Executive Managing Director – Development, Rangewater
- Eric Silverman, Founder & Managing Director, Eastham Capital
- Jeffrey Simpson, Managing Partner, Arch Companies
- Todd Williams, Chief Investment Officer, Grubb Properties
- Melissa Spaeth Banko, Principal & Owner, Banko Design
- Chris Boone, Associate Principal, Lessard Design
- Kevin Caiaccio, Managing Attorney, Caiaccio Law Firm
- Michael D’Onofrio, Managing Director, Engineered Tax Services
- Jeffrey Graham, Managing Partner, The Graham Group
- Richard Katzenstein, SVP & National Director, Marcus & Millichap Capital Corporation
- John Leonard, FVP – Regional Manager, Atlanta, Marcus & Millichap
- Jody McKibben, VP & Regional Manager – Nashville, Marcus & Millichap
- Larry Perry, VP – Loan Originations, Parkview Financial
- Ben Yelm, Regional Manager – Charleston, Marcus & Millichap
Featured Participants
Steve Akenbrandt
LIV Development
Ginger Ashton
Atlantic Pacific Companies
Marc Brambrut
Fairfield Residential
Kyle Brock
Crescent Communities
Chris Burns
Lincoln Property Company
Brooks Castellaw
CF Real Estate Services
George Connell
CastleGate Property Group
Ray Crocker
Lennar Multifamily
Jay Curran
Crescent Communities
Dan Doyle
Beach Company
Bill Ham
Phoenix Residential Group
David Hanchrow
Bristol Development Group
Nick Hathaway
Hathaway Development
Kim Hodge
Preferred Apartment Communities
Andreis Lewis
Radius Properties
Greg Mark
Pinnacle
Heather Phillips
Italkraft
Scé Pike
IOTAS
Blair Schlossberg
Crown Holdings
Jamie Teabo
Greystar
Justin Weintraub
Daniel Corporation
Featured Participants
- Steve Akenbrandt, LIV Development
- Ginger Ashton, Atlantic Pacific Companies
- Marc Brambrut, Fairfield Residential
- Kyle Brock, Crescent Communities
- Chris Burns, Lincoln Property Company
- Brooks Castellaw, CF Real Estate Services
- George Connell, CastleGate Property Group
- Ray Crocker, Lennar Multifamily
- Jay Curran, Crescent Communities
- Dan Doyle, Beach Company
- Bill Ham, Principal, Phoenix Residential Group
- David Hanchrow, Bristol Development Group
- Nick Hathaway, Hathaway Development
- Greg Mark, Pinnacle
- Heather Phillips, Italkraft
- Scé Pike, IOTAS
- Blair Schlossberg, Crown Holdings
- Jamie Teabo, Greystar
- Justin Weintraub, Daniel Corporation
Attending Companies (partial list)
- 2911 Capital
- 2nd Wave Development
- 303 Properties
- 33 Holdings
- 3LM Capital
- 7Seas Holdings
- A&E Multifamily
- AAPCO Group
- Ackman Ziff Real Estate Group
- Adivo Construction
- ADT Multifamily Division
- ADT Ventures
- AIC Capital
- Alander Group
- All 50 Investments
- Alliance Capital Partners
- Alliance Property Holdings
- Allied Capital & Development
- America First Management
- American Land Ventures
- American Landmark Apartments
- American Multifamily Alliance Group
- American River
- Apartment Investors
- Apartments.com
- Arbor Realty Trust
- Arch Companies
- Arn Cenedella Real Estate
- Ashland Greene Capital Partners
- Ashwood Real Estate Partners
- Asia Capital Real Estate
- Aspen Developments Group
- Aspire Development Group
- Atlantic Creek Real Estate Partners
- Atlantic Pacific Companies
- Atrium Development
- Bainbridge Companies
- Balfour Beatty Communities
- Bank of America
- Banko Design
- Bayou City Group
- BBG
- Beach Company
- Becker Poliakoff
- Bella Luna Investments
- Benefit Street Partners
- Berger Singerman
- BH Management Services
- Big Picture Multi Family Investments
- Billingsley Company
- Biltmore & McAlpin
- BKV Group
- Black Sail
- Blackstone
- Blue Ribbon Apartments
- Blue Shell Properties
- Bradfield Investments
- BRG
- Bridge
- Bridge Investment Group
- Bristol Development Group
- Brookfield
- BSmart Development
- Buckingham
- Buckingham Companies
- Builders Design
- Burr & Forman
- Cadre Advisors
- Caiaccio Law Firm
- Capitalist Partners
- Cardinal Trust
- Carlyn and Company
- Carter Multifamily
- Casablanca CRE
- Casey Development
- CastleGate Property Group
- CG Property Management
- Chancey Design Partnership
- Chronos Capital Grp
- Claddagh Capital
- ConAm
- Conservice
- CONTI Organization
- Corsair Ventures
- Cortland
- Cost Segregation Services
- CRC Companies
- Crescent Communities
- Crown Holdings
- CSSI
- Dan King Real Estate Group
- Daniel Corporation
- Diamond Realty Investments
- DLP Real Estate Management
- Dominion Realty Partners
- Drake Group
- Drapac Capital Partners
- Dynamik Design Partners
- Eagle Property Capital
- Eastham Capital
- Easton Real Estate Advisory
- Ellis Chris Properties
- Elmhurst Capital
- Engel Burman
- Engineered Tax Services
- EnRitch Investment Group
- ERI
- Evergreen Investment Realty
- Evergreen Residential
- Fairfield Residential
- Ferguson
- Fetch Package
- Fidelity National Title
- Field Controls
- Fincapital Investments
- First American Title
- First Horizon Bank
- FM Capital
- Forbix Financial
- France
- FSP
- GCJ Investments
- Gensler
- GP Valuation & Advisory Services
- Graham Group
- Grand Peaks Properties
- Grandscape Investment Solutions
- Graystone Investment Group
- GreenCapRE
- Greenleaf NNN Holdings
- Greystar
- Grow Financial Federal Credit Union
- Grubb Properties
- Halpern Enterprises
- Hamptons Group
- Harleseden Roots
- Harman Investments
- Harris Doyle Homes
- Harvard Business School
- Harvest Consulting
- Hathaway Development
- Hawkins Construction
- HD Supply
- Heritage properties
- HFC Interiors
- Ho M. E. Investments
- Homebase
- Humboldt Partners
- Impact Properties, Inc.
- Ingenious
- IOTAS
- iStar
- Italkraft
- JAMD Capital
- JCR Capital
- Jim Chapman Communities
- JMD Real Estate Investments
- JR Hobbs
- JRT Capital
- Juneau Construction
- Juniper Square
- Kalterra Capital Partners
- Kaplan Acquisitions
- KAST Construction
- Katerra
- KC Venture Group
- Kindred
- Knowles Partners
- La Rosa Realty
- Latham Capital
- Legacy Capital
- Lennar Multifamily
- Lessard Design
- Lexerd Capital Management
- Li Family Office
- Liberty Atlantic Development Group
- Lincoln Property Company
- Linebacker Equity Management
- LIV Development
- Lloyd Jones
- LMI Capital
- M+C Capital
- MACC Capital Equity Fund
- Mainspring Partners
- Managed by Luxe
- Marcus & Millichap
- Mark Orman Construction
- Matcon Construction
- McAdams
- MetLife Real Estate Investment
- Middle Street Partners
- Middleburg Communities
- Midtown Capital Partners
- Mohawk Industries
- Moksha Capital
- Monarch Realty
- Mosaic Residential
- MPI Family Office
- Nationwide Insurance
- Nemean Properties
- Newport Development Partners
- Next Door Investments
- Nicolet Holdings
- NMG Property Solutions
- North American Properties
- Northbound One
- Northwestern Mutual
- Norvin Properties
- Nysa Capital
- One Real Estate Investment
- OneStreet Residential
- Optimal Realty Capital
- Oxford Properties
- Pacific Point Capital
- Page
- Panther FW Investments
- Paradigm Tax Group
- Park Square Commercial
- Park40Group
- Parkview Financial
- Partner Engineering and Science
- Paulon Development
- Peloton Land Solutions
- PGIM Real Estate
- Phoenix Residential Group
- Pieper O’Brien Herr Architects
- Pinnacle
- Plaza Construction
- Pliteq
- PointOne Holdings
- Portman Residential
- Power Design
- Precision Global
- Preferred Apartment Communities
- PressBox
- Prime Properties Asset Management
- Prince William County
- Private Investor
- ProSparety Management
- Radco Residential
- Radius Properties
- Rambleside Holdings
- Rangewater
- RBM Financial
- RE.Flex Solutions
- Ready Capital
- RealPage
- redIQ
- Reis
- RentSense
- Reserve Properties
- ResMan
- RISE
- Rishon REI
- Robinson Law
- Rookwood Properties
- Rosemurgy Holdings
- Rydon Asset Management
- Sabra Property Management
- Samari Capital
- Sawgrass
- Schell Bray
- Schmidt Law Office
- Seahorse Capital Partners
- Seldin Company
- Sendera Title
- Seven Par
- Sevenseas Holdings
- SitusAMC
- SK Collaborative
- Smallwood
- Sofer On Site
- Sonder USA
- Sorrel Leaf Capital
- Southeast Apartment Investors
- Southeast Capital Companies
- Southeast Real Estate Business
- Sparty Investments
- Stavish Management Consulting
- Stewart Title
- Stockbridge Capital
- Stone Management Group
- Stonecreek Homes
- Stonemark Management
- Streetlights Residential
- Sumrini Holdings
- Sumrok Multifamily
- Sunridge Management Group
- Sweetwater Capital
- Symphony Technology Solutions
- TCP
- Temple Hill
- Teva Properties
- The Apartment Queen
- The Quadrillion
- The TMP Corp
- Thornton Construction Company
- Tidegate Capital
- Timberland Partners
- Titan Capital Investments
- Torti Gallas + Partners
- TREP
- TriBridge Residential
- TriGate Capital
- Trinity Property Group
- Triton Management Solutions
- TruAmerica Multifamily
- Trussway Manufacturing
- Two Waters Capital Management
- United Consulting
- USA Great Homes
- Valbridge Property Advisors
- Valet Living
- Venterra Realty
- Viking Capital Investments
- Vima Decor
- Vista Realty Partners
- Walton Communities
- Ware Malcomb
- Watermark Residential
- Waterstone Defeasance
- Waypoint Residential
- Wexford Capital
- Whitestone REIT
- Wiliam Raveis
- Wolverine Ventures
- Wyche
Southeast Multifamily Online Conference 2020 Agenda
July 7 – July 16, 2020
Schedule of Online Sessions
Week One
Tuesday, July 7
Tuesday, July 7
1:00 PM ET – 2:00 PM ET
Survival Kit: The Outlook for the Southeast Apartments Market
We are in unprecedented times. The state of the market 12 months ago seems like a bygone era. Last year, the Southeast was responsible for the majority of national job growth. In 2020, we are faced with a global pandemic, social unrest and massive unemployment. And yet, reopenings are in full swing across the region. 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 the Southeast?
- How have rental rates, rent payments and occupancy held up since March?
- How is unemployment affecting the outlook for the apartment industry in the Southeast?
- Which metro areas 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?
Moderator:
- John Leonard, FVP & Regional Manager – Atlanta Marcus & Millichap
Panelists:
- Johnson Bazzel, Senior Partner, Middle Street Partners
- Michael Bippus, Managing Director, Waypoint Residential
- Chris Boone, Associate Principal, Lessard Design
- Kory Geans, Chief Investment Officer, Middleburg Communities
Daily: July 7 – July 16
2:15 PM ET – 2:45 PM ET
Group Networking / Table Topics
GreenPearl is organizing a number of group networking functions around specific topics and speakers. These 30-minute sessions will be held online via group video chat throughout the 10-day program, and each session will be limited in attendance to allow for a productive experience.
Details of which topics will be held when will be decided on July 3rd based on preferences expressed when you register. Let us know which topics interest you, and we will slot you into the appropriate session. Attendance is limited, and we cannot promise that everyone will get a spot, although we will give it our best to do so.
Topics currently under consideration are:
- 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
- Multifamily in the Carolinas
Additional ideas can be submitted in the registration form. Contact Samantha Williams at sam@greenpearlevents.com with any questions or suggestions.
Wednesday, July 8
Wednesday, July 8
8:30 AM ET – 10:00 AM ET
Private Roundtable for Multifamily Operations Leaders
This 90-minute online session is exclusive to multifamily operations leaders. Participants thus far include operations leaders from Atlantic Pacific Companies, CastleGate Property Group, Greystar, Lincoln Property Company, LIV Development, MACC Capital Equity Fund, Phoenix Residential Group, Pinnacle, Preferred Apartment Communities and Radius Properties.
This is an invite-only session. Contact Samantha Williams at sam@greenpearlevents.com. if you are interested in participating.
Wednesday, July 8
1:00 PM ET – 2:00 PM ET
Get More Now: New Tax Credit & Incremental Ancillary Income Opportunities Workshop
- Get the “Masterclass Playbook” on implementing enhanced Stimulus Plan offerings now
- Learn how to maximize bonus depreciation, NOL carryback, immediate refunds and cash flow generators
- Discover how you can monetize your apartment property rooftops with the 5G cell site installations
Presenter:
- Michael D’Onofrio, Managing Director, Engineered Tax Services
Wednesday, July 8
2:15 PM ET – 2:45 PM ET
Group Networking / Table Topics
See registration form or description above for list of topics.
Thursday, July 9
Thursday, July 9
1:00 PM ET – 2:00 PM ET
Next Stage: Multifamily Development, Construction & Design across the Southeast
The COVID crisis has slowed down the development pipeline and permitting for many organizations, allowing projects underway to catch up on the workload. Fortunately, construction has been deemed an essential service, and in some cases, new areas of cost savings have started to emerge. However, the slow down in the pre-development flow doesn’t help a market where there was already a gap between supply and demand. 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?
- How will we design projects differently post-COVID?
- What will it take to get the development pipeline flowing normally again?
- What new opportunities have emerged from the crisis?
Moderator:
- Jody McKibben, VP & Regional Manager – Nashville, Marcus & Millichap
Panelists:
- Melissa Spaeth Banko, Principal & Owner, Banko Design
- Brendan Barr, Managing Partner, OneStreet Residential
- Fred Kay, SVP – Development, StreetLights Residential
- Clay Landers, Chief Construction Officer, Cortland
- Katherine Mosley, Principal – Development, TriBridge Residential
Thursday, July 9
2:15 PM ET – 2:45 PM ET
Group Networking / Table Topics
See registration form or description above for list of topics.
Friday, July 10
Friday, July 10
2:00 PM ET – 3:00 PM ET
To the Rescue: Property Management Innovation in a Time of Crisis
With Georgia and other states across the Southeast beginning to re-open, multifamily operators are moving to the next stage of managing properties 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
- Forecasting the impact of COVID on student renters and demand this fall
- 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
Moderator:
- Ben Yelm, Regional Manager – Charleston, Marcus & Millichap
Panelists:
- Lela Cirjakovic, Executive Vice President, Waterton
- Melanie French, President – Property Management, DLP Real Estate Capital
- Courtney Gordon, SVP – Operations, RISE
- Jeffrey Graham, Managing Partner, The Graham Group
- Aaron Maas, VP – Multifamily Operations, Origin Investments
Friday, July 10
4:00 PM ET – 5:00 PM ET
Southeast 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.
Week Two:
Tuesday, July 14
Tuesday, July 14
2:15 PM ET – 2:45 PM ET
Group Networking / Table Topics
See registration form or description above for list of topics.
Wednesday, July 15
Wednesday, July 15
8:30 AM ‐ 10:00 AM ET
Private Roundtable for Multifamily Development Leaders
This 90-minute online session is exclusive to multifamily development leaders. Participants thus far include operations leaders from Beach Company, Bristol Development Group, Crescent Communities, Crown Holdings, Daniel Corporation, Fairfield Residential, Hathaway Development, Lennar Multifamily, Preferred Apartment Communities and Southeast Capital Companies.
This is an invite-only session. Contact Samantha Williams at sam@greenpearlevents.com, if you are interested in participating.
Wednesday, July 15
1:00 PM ET – 2:00 PM ET
New Reality: Capital Markets for Multifamily Deals in the Southeast
In the spring, the pandemic 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 the Southeast.
- 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:
- Richard Katzenstein, SVP & National Director, Marcus & Millichap Capital Corporation
Panelists:
- Tony Azar, Chief Executive Officer, MACC Capital Equity Fund
- Ben Colonomos, Principal, PointOne Holdings
- Larry Perry, VP – Loan Originations, Parkview Financial
- Eric Silverman, Founder & Managing Director, Eastham Capital
Wednesday, July 15
2:15 PM ET – 2:45 PM ET
Group Networking / Table Topics
See registration form or description above for list of topics.
Thursday, July 16
Thursday, July 16
1:00 PM ET – 2:00 PM ET
Everything Has Changed: Adapting Value-Add Strategies
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 Southeast today?
- In what ways has the risk profile of acquiring workforce 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?
- To what degree are buyers demanding and getting COVID-related discounts and concessions, such as income floors?
- 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?
Moderator:
- Kevin Caiaccio, Managing Attorney, Caiaccio Law Firm
Panelists:
- Melanie Gersper, Chief Operating Officer, ACRE
- Bill Ham, Chief Operating Officer, Broadwell
- Jeffrey Simpson, Managing Partner, Arch Companies
- Todd Williams, Chief Investment Officer, Grubb Properties
Thursday, July 16
2:15 PM ET – 2:45 PM ET
Group Networking / Table Topics
See registration form or description above for list of topics.
SMOC 2020
Southeast Multifamily Online Conference 2020 Agenda
July 7 – July 16, 2020
Schedule of Online Sessions
Week One:
Tuesday, July 7
1:00 PM ET – 2:00 PM ET
Survival Kit: The Outlook for the Southeast Apartments Market
We are in unprecedented times. The state of the market 12 months ago seems like a bygone era. Last year, the Southeast was responsible for the majority of national job growth. In 2020, we are faced with a global pandemic, social unrest and massive unemployment. And yet, reopenings are in full swing across the region. 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 the Southeast?
- How have rental rates, rent payments and occupancy held up since March?
- How is unemployment affecting the outlook for the apartment industry in the Southeast?
- Which metro areas 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?
2:15 PM ET – 2:45 PM ET
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.
Wednesday, July 8
8:30 AM ET – 10:00 AM ET
Private Roundtable for Multifamily Operations Leaders
This 90-minute online session is exclusive to multifamily operations leaders. Participants thus far include operations leaders from Atlantic Pacific Companies, CastleGate Property Group, Greystar, Lincoln Property Company, LIV Development, MACC Capital Equity Fund, Phoenix Residential Group, Pinnacle, Preferred Apartment Communities and Radius Properties.
This is an invite-only session. Contact Ryan Slack if you are interested in participating.
1:00 PM ET – 2:00 PM ET
New Reality: Capital Markets for Multifamily Deals in the Southeast
In the spring, the pandemic has 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 the Southeast.
- 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?
2:15 PM ET – 2:45 PM ET
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.
Thursday, July 9
1:00 PM ET – 2:00 PM ET
The Next Stage of Multifamily Development, Construction & Design across the Southeast
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?
2:15 PM ET – 2:45 PM ET
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.
Friday, July 10
4:00 PM ET – 5:00 PM ET
Southeast Multifamily Happy Hour
Bring your favorite beverage for a large group networking function to finish up the week. Limited to 80 participants, this special structured networking function is intended to create a bit of fun before heading into the weekend.
Week Two:
Tuesday, July 14
1:00 PM ET – 2:00 PM ET
Property Management Technology and Innovation in a Time of Crisis
With Georgia and other states across the Southeast beginning to re-open, multifamily operators are moving to the next stage of managing properties 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
2:15 PM ET – 2:45 PM ET
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.
Wednesday, July 15
8:30 AM ‐ 10:00 AM ET
Private Roundtable for Multifamily Development Leaders
This 90-minute online session is exclusive to multifamily development leaders. Participants thus far include operations leaders from Beach Company, Bristol Development Group, Crescent Communities, Crown Holdings, Daniel Corporation, Fairfield Residential, Hathaway Development, Lennar Multifamily, Preferred Apartment Communities and Southeast Capital Companies.
This is an invite-only session. Contact Ryan Slack if you are interested in participating.
Thursday, July 16
1:00 PM ET – 2:00 PM ET
Adapting Value-Add Strategies to the New Reality
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 Southeast 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?
2:15 PM ET – 2:45 PM ET
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.
SMOC 2020
Southeast Multifamily Online Conference 2020 Agenda
July 7 – July 16, 2020
Schedule of Online Sessions
Week One:
Tuesday, July 7, 1:00 PM – 2:00 PM ET
Survival Kit: The Outlook for the Southeast Apartments Market
We are in unprecedented times. The state of the market 12 months ago seems like a bygone era. Last year, the Southeast was responsible for the majority of national job growth. In 2020, we are faced with a global pandemic, social unrest and massive unemployment. And yet, reopenings are in full swing across the region. 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 the Southeast?
- How have rental rates, rent payments and occupancy held up since March?
- How is unemployment affecting the outlook for the apartment industry in the Southeast?
- Which metro areas 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?
Moderator:
- John Leonard, FVP – Regional Manager, Atlanta Marcus & Millichap
Panelists:
- Johnson Bazzel, Senior Partner, Middle Street Partners
- Chris Boone, Associate Principal, Lessard Design
- Christopher Finlay, Managing Partner, Middleburg Communities
- Brian Oates, Executive MD – Development, Rangewater
Tuesday, July 7, 2:15 PM – 2:45 PM ET
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.
Wednesday, July 8, 8:30 AM – 10:00 AM ET
Private Roundtable for Multifamily Operations Leaders
This 90-minute online session is exclusive to multifamily operations leaders. Participants thus far include operations leaders from Atlantic Pacific Companies, CastleGate Property Group, Greystar, Lincoln Property Company, LIV Development, MACC Capital Equity Fund, Phoenix Residential Group, Pinnacle, Preferred Apartment Communities and Radius Properties.
This is an invite-only session. Contact Ryan Slack if you are interested in participating.
Wednesday, July 8, 1:00 PM – 2:00 PM ET
New Reality: Capital Markets for Multifamily Deals in the Southeast
In the spring, the pandemic has 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 the Southeast.
- 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:
- Richard Katzenstein, SVP & National Director, Marcus & Millichap Capital Corporation
Panelists:
- Tony Azar, Chief Executive Officer, Macc Venture Partners
- Ben Colonomos, Principal, PointOne Holdings
- Larry Perry, VP – Loan Originations, Parkview Financial
Wednesday, July 8, 2:15 PM – 2:45 PM ET
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.
Thursday, July 9, 1:00 PM – 2:00 PM ET
The Next Stage of Multifamily Development, Construction & Design across the Southeast
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:
- Melissa Spaeth Banko, Principal & Owner, Banko Design
- Brendan Barr, Managing Partner, OneStreet Residential
- Fred Kay, SVP – Development, StreetLights Residential
- Clay Landers, Chief Construction Officer, Cortland
- Katherine Mosley, Principal – Development, TriBridge Residential
Thursday, July 9, 2:15 PM – 2:45 PM ET
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.
Friday, July 10, 4:00 PM – 5:00 PM ET
Southeast Multifamily Happy Hour
Bring your favorite beverage for a large group networking function to finish up the week. Limited to 80 participants, this special structured networking function is intended to create a bit of fun before heading into the weekend.
Week Two:
Tuesday, July 14, 1:00 PM – 2:00 PM ET
Property Management Technology and Innovation in a Time of Crisis
With Georgia and other states across the Southeast beginning to re-open, multifamily operators are moving to the next stage of managing properties 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:
- Mike Brewer, Chief Operating Officer, Radco Residential
- Melanie French, President – Property Management, DLP Real Estate Capital
- Jeffrey Graham, Managing Partner, The Graham Group
- Lisa Gunderson, VP – Asset Management, Bristol Development Group
- Blake Mille, Chief Executive Officer, Homebase
- Joel Sasser, VP – Multifamily Asset Management, Stockbridge Capital
Tuesday, July 14, 2:15 PM – 2:45 PM ET
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.
Wednesday, July 15, 8:30 AM ‐ 10:00 AM ET
Private Roundtable for Multifamily Development Leaders
This 90-minute online session is exclusive to multifamily development leaders. Participants thus far include operations leaders from Beach Company, Bristol Development Group, Crescent Communities, Crown Holdings, Daniel Corporation, Fairfield Residential, Hathaway Development, Lennar Multifamily, Preferred Apartment Communities and Southeast Capital Companies.
This is an invite-only session. Contact Ryan Slack if you are interested in participating.
Thursday, July 16, 1:00 PM – 2:00 PM ET
Adapting Value-Add Strategies to the New Reality
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 Southeast 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?
Moderator:
- Kevin Caiaccio, Managing Attorney, Caiaccio Law Firm
Panelists:
- Jared Chassen, Partner, Arch Companies
- Matt Ferrari, Co-CIO & East Coast Asset Management, TruAmerica Multifamily
- Melanie Gersper, Chief Operating Officer, Asia Capital Real Estate
- Jeff Rosenfeld, EVP & CBDO, Adivo Construction
- Todd Williams, Chief Investment Officer, Grubb Properties
Thursday, July 16, 2:15 PM – 2:45 PM ET
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.
Conference Chair
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.
Venue Details
Marcus & Millichap / IPA Multifamily Forum:
Southeast
Thursday, September 10, 2020
7:30 AM ‐ 3:00 PM
Venue:
Loudermilk Conference Center
Atlanta
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The Marcus & Millichap / IPA Multifamily Forum: Southeast hosts between 300 and 450 of the Southeast region’s most prominent developers, investors, owners and operators. This event offers the opportunity to discuss the future of one of the strongest real estate and commercial markets in the country.
The Marcus & Millichap / IPA Multifamily Forums across the U.S. bring together over 6,000 multifamily owners, investors, managers and developers annually to create an in-person marketplace for learning, discovery, networking and deal-making. The sessions address the major issues affecting the apartment and condo markets today, and the networking allows multi-housing principals to meet, talk and source deals and investment capital.
The fourth annual Marcus & Millichap Multifamily Forum: Southeast was held in Atlanta, will take an in-depth look at some of the region’s most important developments as well as investment strategies in a competitive market. Last year, we were proud to have keynote speaker, national and local legend, Egbert Perry, CEO & Chairman, The Integral Group and current Chairman of Fannie Mae.
Who Speaks
Speakers at the Marcus & Millichap / IPA 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.
Past Keynote Speakers

Daniel DuPree
Chairman
Preferred Apartment Communities

Dennis Lockhart
Former President
Federal Reserve Bank of Atlanta

Hessam Nadji
President & CEO
Marcus & Millichap

Egbert Perry
Chairman & CEO
Integral Group

Mark Toro
Managing Partner
North American Properties
- Ari Abramson, VP – Acquisitions, Continental Realty Corp.
- Mike Aiken, Director – Investments, Bell Partners
- Tony Azar, Chief Executive Officer, Macc Venture Partners
- Marvin Banks, Co-Founder & President, M. Banks Realty Partners
- Jimmy Baugnon, President, ECI group
- Paul Bertozzi, Managing Partner, Live Oak Contracting
- Mike Brewer, Chief Operating Officer, Radco Residential
- Kyle Brock, Managing Director, Crescent Communities
- Alysha Buck, Project Manager, Cooper Carry
- Kim Bucklew, Managing Director, Alliance Residential
- Chris Burns, SVP, Lincoln Property Company
- Kevin Caiaccio, Partner, Caiaccio Law Firm
- Steve Carlson, SVP – Debt Capital Markets, Waterton
- Holly Casper, VP – Operations, Rivergate KW Residential
- Jay Clark, CEO & Founder, Southeast Capital Companies
- Cyrus Claffey, CEO, ButterflyMX
- Ben Colonomos, Principal, PointOne Holdings
- George Connell, Partner, Castlegate Property Group
- Chad DuBeau, Senior Managing Director, Mill Creek Residential
- Daniel Eller, President & CEO, Eller Capital Partners
- Jack Fiorella, President & CEO, Equity Resources
- Thomas Flournoy, President & COO, Flournoy Development
- Melanie French, President – Property Management, DLP Real Estate
- Melanie Gersper, Chief Operating Officer, Asia Capital Real Estate
- Lisa Gunderson, VP – Asset Management, Bristol Development
- Eric Hade, Chief Development Officer, Waypoint Residential
- David Hanchrow, CIO, Bristol Development
- Harris Haston, Principal & Co-Founder, Carter-Haston Real Estate
- Nick Hathaway, Partner & Director, Hathaway Development
- Sharon Hatfield, President, CF Real Estate Services
- Tim Keane, Commissioner – City Planning, City of Atlanta
- Alan King, President, Berkshire Communities
- Whit Lanier, Sr. Director – B2B Marketing Products, RentPath
- Al Lindemann, Managing Partner, FCA Partners
- Greg Mark, SVP, Pinnacle
- Paul Mashni, CEO, PEM Real Estate Group
- JoAnn McInnis, VP – Client Services, Carlyn & Company
- Stephen McClure, President & COO, Spectrum Companies
- Lee McNeer, Principal, PGIM
- Jenifer Mills, President, HFC Interiors
- Ryan Millsap, CEO, Irinda Capital Management
- Katherine Mosley, Principal – Development, TriBridge Residential
- Peter Pappas, CEO, Terwilliger Pappas
- Phil Pitney, President – Real Estate Management, PRP
- Norman Radow, CEO, Radco
- Jim Schroder, Partner & CFO, TriBridge Residential
- Melissa Spaeth Banko, Principal & Owner, Banko Design
- Nellie Sullivan, Partner, Womble Bond Dickenson
- Wesley Taubel, Co-Founder & Partner, TWO Capital Partners
- Scott D. Zwilling, Principal, Spirit Investment Partners
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