Join us at the Marcus & Millichap / IPA Multifamily Forum: Southeast in Atlanta. First held in 2014, the conference consistently brings together 400+ multifamily executives from across the Southeast, as well as national multifamily owners, investors and developers active in the Southeast markets.
This year, we look at new challenges and opportunities in the apartment industry in Alabama, Georgia, North Carolina, South Carolina and Tennessee as well as Northern Florida. In addition, we will look at the burgeoning single family build to rent sector.
The conference addresses road blocks in the real estate capital markets today due to increased interest rates, as well as the impact a recession could have on rents and occupancy. We will also look at ongoing, chronic issues in new development, as well as the hunt for increasingly rare value-add deals that pencil out. We wrap up the day with an all important Macro Trends panel that looks at the major forces impacting the industry’s performance in the coming years.
Join your fellow apartment property owners, investors and developers on March 23 in Atlanta at the Marcus & Millichap / IPA Multifamily Forum: Southeast for a day of in-person learning, idea sharing, deal making and networking. Remote access via webcast and recordings are also available.
Topics addressed include:
New
development
Value add
investment
Apartment
design
Construction
issues
New
technology
Property
management
Local and
regional trends
Capital
sources
Get Involved!
Speaking Opportunities
Samantha Williams
Event Director
sam@greenpearlevents.com
Registration
Marissa Monroe
Registration Coordinator
marissa@greenpearlevents.com
Sponsorship
Angela Bright
Head of Partnerships
abright@greenpearlevents.com
Keynote Speaker
Steven Shores
Chief Executive Officer
RangeWater
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 2022 conference. Contact Samantha Williams at sam@greenpearlevents.com for speaking inquiries.
Past speakers include:
Richard Aaronson
CEO & President
Atlantic Realty Partners
Mike Brewer
Chief Operating Officer
Radco Residential
Cindy Clare
Chief Operating Officer
Bell Partners
Terry Considine
Chairman of the Board & CEO
Aimco Apartment Homes
Myles Cunningham
Chief Investment Officer
Audubon Communities
Daniel DuPree
Chairman
Preferred Apartment Communities
Matt Ferrari
Co-CIO & East Coast
Asset Management
TruAmerica Multifamily
Chris Finlay
Chairman & CEO
Lloyd Jones Capital
Sherry Freitas
Senior Managing Director
RangeWater
Melanie French
Managing Principal
DLP Companies
Melanie Gersper
Chief Operating Officer
ACRE
Courtney Gordon
Chief Operating Officer
RISE
Mitch Harrison
Chief Executive Officer
First Communities Management
Annie Hirst
Senior Vice President
AMLI Residential
Paul Hughson
Executive Managing Director
Island Capital
Jay Jacobson
President & COO
Eden Multifamily
Jeff Kaloupek
Chief Operating Officer
Middle Street Partners
Inna Khidekel
Partner
Bridge Investment Group
Amanda Kitts
Senior Vice President
Northwood Ravin
Dennis Lockhart
Former President
Federal Reserve Bank
of Atlanta
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
Principal – Development
TriBridge Residential
Peter Pappas
Chief Executive Officer
Terwilliger Pappas
David Perez
President
Carroll Organization
Egbert Perry
Chairman & CEO
Integral Group
Robin Potts
Co-Head – RE Investments
Canyon Partners RE
Norman Radow
Chief Executive Officer
Radco
Jerome Russell
President
HJ Russell
Alissa Sieben
Senior Vice President
2nd Wave Development
Jeff Simpson
Founder & Managing Partner
Arch Companies
Mark Toro
Founder, Principal
& CVO
Toro Development Company
Wendy Tucker
SVP – Operations
RPM Living
Ben Yorker
Development Partner
Northwood Ravin
Who Speaks
- Richard Aaronson, Chief Executive Officer, Atlantic Realty Partners
- Mike Brewer, Chief Operating Officer, Radco Residential
- Cindy Clare, Chief Operating Officer, Bell Partners
- Terry Considine, Chief Executive Officer, AIR Communities
- Myles Cunningham, Chief Investment Officer, Audubon Communities
- Daniel DuPree, Chairman, Preferred Apartment Communities
- Matt Ferrari, Co-Chief Investment Officer, TruAmerica Multifamily
- Chris Finlay, Chief Executive Officer, Lloyd Jones Capital
- Sherry Freitas, Senior Managing Director, RangeWater
- Melanie French, Chief Executive Officer, RREAF Residential
- Melanie Gersper, Chief Operating Officer, ACRE
- Courtney Gordon, Chief Operating Officer, RISE
- Mitch Harrison, Chief Executive Officer, First Communities Management
- Annie Hirst, Senior Vice President, AMLI Residential
- Paul Hughson, Executive Managing Director, Island Capital
- Jay Jacobson, President & COO, Eden Multifamily
- Jeff Kaloupek, Chief Operating Officer, Middle Street Partners
- Inna Khidekel, Senior Managing Director, Bridge Investment Group
- Amanda Kitts, Senior Vice President, Northwood Ravin
- Dennis Lockhart, Former President, Federal Reserve Bank
- Joe Lubeck, Chief Executive Officer, American Landmark Apartments
- Tuba Malinowski, COO, Stockbridge Capital
- Justin Marshall, Chief Operating Officer, Fogelman Management Group
- Bobbi Moody, Chief Operating Officer, Insula Companies
- Katherine Mosley, Partner, TriBridge Residential
- Peter Pappas, Chief Executive Officer, Terwilliger Pappas
- David Perez, President, Carroll Organization
- Egbert Perry, Chief Executive Officer, Integral Group
- Robin Potts, Co-Head – RE Investments, Canyon Partners Real Estate
- Norman Radow, Chief Executive Officer, Radco
- Jerome Russell, President, HJ Russell
- Alissa Sieben, Senior Vice President, 2nd Wave Development
- Jeff Simpson, Managing Partner, Arch Companies
- Mark Toro, Principal, Toro Development Company
- Wendy Tucker, Senior Vice President, RPM Living
- Ben Yorker, Development Partner, Northwood Ravin
Speakers & Featured Participants
Johnson Bazzel
President – Development
Middle Street Partners
Chris Boone
Principal
Lessard Design
Ashley Casaday
Executive Managing Director
Capital Markets
RangeWater
George Connell
Partner
CastleGate Property Group
Ray Crocker
SVP – Southeast Development
Quarterra Group
Jennifer Crosby
President & CEO
Crosby Design Group
Jay Curran
President – Multifamily
Crescent Communities
Michael D’Onofrio
Managing Director
Engineered Tax Services
Brett Duke
Chief Operating Officer
Atlantic Pacific Companies
Jeff Ehrlich
Vice President
Olive Tree Holdings
Daniel Eller
President & CEO
Eller Capital Partners
Sherry Freitas
Senior Managing Director
Property Management
RangeWater
Litt Glover Jr.
Chief Executive Officer
Batson-Cook Development
Bill Green
Principal
Ginkgo Residential
Lisa Gunderson
VP – Asset Management
Bristol Development Group
Nick Hathaway
Partner & Director
Development
Hathaway Development
Annie Hirst
SVP – Development
AMLI Residential
Lisa Hurd
Chief Investment Officer
Radco
Jeff Kaloupek
Chief Operating Officer
Middle Street Partners
Morris Kaplan
President
Kaplan Residential
Alan King
Head of Property Management
Berkshire Residential
Bob Lane
Managing Director
Risk Solutions
Brown & Brown
Tristan Last
Managing Director
Arch Companies
John M. Leonard
FVP & Regional Manager
Marcus & Millichap
Jim Lott
National Director
Development
Waypoint Residential
Aaron Maas
VP – Multifamily Operations
Origin Investments
Justin Marshall
Chief Operating Officer
Fogelman Management Group
Jody McKibben
FVP & Regional Manager
Marcus & Millichap
Ronald Muzii
Managing Director
Canyon Partners
Jennifer O’Brien
Director – Real Estate
FCA Partners
Philip Payne
Chairman
Gingko REIT
Co-Founder
Lotus Campaign
Matt Petrillo
Managing Director
Blackfin Real Estate Investors
Norman Praet
Managing Partner
Brownlee Whitlow & Praet
Tim Reardon
Chief Operating Officer
Bridge Property Management
Andrew Schwarz
Founder & CEO
Audubon Communities
Tim Schrager
Chief Executive Officer
Perennial Properties
John S. Sebree
SVP & National Director
Multifamily
Marcus & Millichap
Matthew Sours
Partner
Morris, Manning & Martin
Roman Stephens
SVP – Operations
Northland
Marc Sznajderman
SVP & Head of Production
Eastern Region
Marcus & Millichap Capital Corp
Mary Trevino
Managing Director – Multifamily
Hines
Jonathan Tucker
EVP – Operations & Facilities
Cortland
Chris Turitto
Principal
Haven Realty Capital
Harvey Wadsworth
Managing Director
Portman Residential
Ron Wallach
Principal
Ares Management
Jackie Ware
Chief Strategy Officer
Pegasus Residential
Todd Watkins
Partner & COO
RailField Partners
Justin Weintraub
Chief Development Officer
Daniel Corporation
Stephen Wetherill
Director – Acquisitions
LEM Capital
Jenny Williams
Associate Principal
Cooper Carry
Sherry Yarborough
Director – Multifamily Southeast
Drucker + Falk
Timothy Zwerner
Partner
Burr & Forman
Speakers & Featured Participants
- Johnson Bazzel, President – Development, Middle Street Partners
- Gregory Biester, Principal & Co-Head of Investments, LEM Capital
- Chris Boone, Principal, Lessard Design
- Ashley Casaday, Executive Managing Director – Capital Markets, RangeWater
- George Connell, Partner, CastleGate Property Group
- Ray Crocker, SVP – Southeast Development, Quarterra Group
- Jennifer Crosby, President & CEO, Crosby Design Group
- Jay Curran, President – Multifamily, Crescent Communities
- Michael D’Onofrio, Managing Director, Engineered Tax Services
- Brett Duke, Chief Operating Officer, Atlantic Pacific Companies
- Jeff Ehrlich, Vice President, Olive Tree Holdings
- Daniel Eller, President & CEO, Eller Capital Partners
- Sherry Freitas, Senior Managing Director, Property Management, RangeWater
- Litt Glover Jr., Chief Executive Officer, Batson-Cook Development
- Bill Green, Principal, Ginkgo Residential
- Lisa Gunderson, VP – Asset Management, Bristol Development Group
- Nick Hathaway, Partner / Director – Development, Hathaway Development
- Annie Hirst, SVP – Development, AMLI Residential
- Lisa Hurd, Chief Investment Officer, Radco
- Jeff Kaloupek, COO, Middle Street Partners
- Morris Kaplan, President, Kaplan Residential
- Alan King, Head of Property Management, Berkshire Residential
- Bob Lane, Managing Director – Risk Solutions, Brown & Brown
- Tristan Last, Managing Director, Arch Companies
- John Leonard, FVP & Regional Manager, Marcus & Millichap
- Jim Lott, National Director – Development, Waypoint Residential
- Aaron Maas, VP – Multifamily Operations, Origin Investments
- Justin Marshall, Chief Operating Officer, Fogelman Management Group
- Jody McKibben, FVP & Regional Manager, Marcus & Millichap
- Ronald Muzii, Managing Director, Canyon Partners
- Jennifer O’Brien, Director – Real Estate, FCA Partners
- Philip Payne, Chairman, Gingko REIT & Co-Founder, Lotus Campaign
- Matt Petrillo, Managing Director, Blackfin Real Estate Investors
- Norman Praet, Managing Partner, Brownlee Whitlow & Praet
- Tim Reardon, Chief Operating Officer, Bridge Property Management
- Tim Schrager, CEO, Perennial Properties
- Andrew Schwarz, Founder & CEO, Audubon Communities
- John Sebree, SVP & National Director – Multifamily, Marcus & Millichap
- Steven Shores, CEO, RangeWater
- Matthew Sours, Partner, Morris, Manning & Martin
- Roman Stephens, SVP – Operations, Northland
- Marc Sznajderman, SVP & Head of Production – Eastern Region, Marcus & Millichap Capital Corp
- Mary Trevino, Managing Director – Multifamily, Hines
- Jonathan Tucker, Executive Vice President, Cortland
- Chris Turitto, Principal, Haven Realty Capital
- Harvey Wadsworth, Managing Director, Portman Residential
- Ron Wallach, Principal, Ares Management
- Jackie Ware, Chief Strategy Officer, Pegasus Residential
- Todd Watkins, Partner & Chief Operating Officer, RailField Partners
- Justin Weintraub, Chief Development Officer, Daniel Corporation
- Stephen Wetherill, Director – Acquisitions, LEM Capital
- Jenny Williams, Associate Principal, Cooper Carry
- Sherry Yarborough, Director – Multifamily Southeast, Drucker + Falk
- Benjamin Yelm, VP & Regional Manager, Marcus & Millichap
- Timothy Zwerner, Partner, Burr & Forman
Agenda at a Glance
Wednesday, March 22
5:00 PM
Invite-Only VIP Networking Reception
Hosted by:
Thursday, March 23
8:00 AM
Arrival & Breakfast
Hosted by:
8:20 AM
Tax Minimization Workshop
8:50 AM
Opening Remarks
9:00 AM
Southeast Multifamily Market Outlook Presentation
9:40 AM
Equity Investment & Debt Finance for Multifamily Deals in the Southeast
10:30 AM
Southeast Development, Construction & Design Trends Panel
11:15 AM
Networking Break
11:45 AM
Solving Homelessness Through For-Profit Rental Programs
12:10 PM
Southeast Emerging Sub-Markets & Value Add Opportunities
12:55 PM
Apartment Property Operations & Technology
1:35 PM
Networking Lunch
2:00 PM
Keynote: Steven Shores, CEO, RangeWater
2:50 PM
National & Regional Multifamily Macro Trends Impacting the Southeast
3:30 PM
Networking Reception
Closed Door Roundtables & Exclusive Networking Opportunities
Roundtables are 90-minute off-the-record group conversations among senior executive peers. Facilitated by a chairperson, the roundtables offer a structured networking experience and allow for candid conversation around important industry challenges. Groups are limited to 12 peers and must be confirmed in advance. Interested?
Please contact Samantha Williams.
Thursday, March 23
9:00 AM
Multifamily Operators Private Roundtable
11:45 AM
Multifamily Developers Private Roundtable
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
- American Land Ventures
- American Landmark
- AMLI Residential
- Arch Companies
- Artemis RE Partners
- Asset Living
- Atlantic Pacific
- Atlantic Residential
- Audubon Communities
- Avenida Partners
- Bascom Group
- Beach Company
- Bell Partners
- Berkshire Communities
- Biscayne Atlantic
- Blue Ridge Companies
- Bristol Development
- Broadwell
- Broome Capital
- Brown Realty Advisors
- Carroll Organization
- Carter-Haston
- CastleGate
- Centennial Holding Co
- 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
- Federal Reserve Bank of Atlanta
- First Communities Management
- 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
- Island Capital
- JAMCO Properties
- Juno
- LEM Capital
- Lincoln Property Co
- LIV Development
- M. Banks Realty Partners
- MACC Capital Equity
- McCann Realty Partners
- Middle Street Partners
- Middleburg Communities
- Mill Creek Residential
- North American Properties
- Northwood Ravin
- OneStreet Residential
- Origin Investments
- PASSCO Companies
- Pegasus Residential
- PEM
- Penler
- Perennial Properties
- Pinnacle
- PointOne Holdings
- Portman Holdings
- Pref. Apt. Communities
- Princeton Enterprises
- PRP
- Quarterra
- R James Properties
- Radco
- Radius Properties
- RangeWater
- RKW Residential
- RPM Living
- Shelton McNally
- Shoptaw Group
- Southeast Capital Companies
- Spectrum Properties
- Stockbridge Capital
- Streetlights Residential
- Terwilliger Pappas
- Toll Brothers
- Toro Development Group
- Trammell Crow Residential
- TriBridge Residential
- TruAmerica Multifamily
- TWO Capital Partners
- Vida Companies
- Waterton
- Waypoint Residential
- Wilkinson Companies
- Wood Partners
- Woodfield Development
- ZRS Management
Participating Companies (partial list)
- 3RE Partners
- AEW
- Alliance Capital Partners
- Altus Group
- AMCS
- AMLI Residential
- Apartment Life
- Arch Companies
- Archer Western Construction
- ARK Leadership
- Arris Realty Partners
- Asset Living
- Atlantic Pacific Companies
- Atrium Management
- Audubon Communities
- Augusta Richmond County Government
- Ballast Rock Capital
- Batson-Cook Development
- Beck Group
- Bell Partners
- Ben Johnson & Associates
- Berkshire Communities
- Black & Company
- Blackfin Real Estate Investors
- Blue Star Capital
- BluSky Restoration Contractors
- Bohler
- Braun Intertec
- Bridge Property Management
- Bristol Development Group
- Brook Farm Group
- Brown & Brown
- Brownlee Whitlow & Praet
- Burr & Forman
- Canyon Partners
- Capital One
- Capstone Apartment Partners
- Carroll Organization
- Carter-Haston
- Castle Lanterra Properties
- Castlegate Property Group
- CG Property Management & Consulting
- Citizens Bank
- CohnReznick
- Construciton Enterprises
- Cooper Carry
- Cortland
- Cosmo Cabinets
- CPF Construction
- Crescent Communities
- Crosby Design Group
- Daltile
- Daniel Corporation
- Domos Coliving
- Drake Group
- Drucker + Falk
- Dwell Design Studio
- Eller Capital Partners
- Enclave Holdings
- Engineered Tax Services
- Engler Realty Advisors
- Equity Residential
- EREA
- Ergo Real Estate Investments
- Fairfield
- FCA Partners
- Finch Development
- Fogelman Management Group
- Fortress PropTech
- Fortune-Johnson
- Geo-Hydro Engineers
- Grow Capital Ventures
- Hamilton Zanze
- Hathaway Development
- Haven Realty Capital
- Hewett Homes
- Highland Commercial Mortgage
- Hines
- HJ Russell & Company
- HTD Management
- Huffman Group
- Hutch Development
- Insight Property Group
- Integral Group
- IPT Capital
- J&M Roofing
- J. R. Hobbs Co.
- James Hardie Building Products
- Johnson Development Associates
- Juneau Construction Company
- JZ Group
- Kaplan Residential
- Kastle Systems
- Keller Williams Realty Atlanta Partners
- Knickerbocker Asset Management
- LEM Capital
- Lessard Design
- Life Properties
- Lima One Capital
- Lincoln Property Company
- LivCor
- Lobby CRE
- Lotus Campaign
- LRK
- Lubert-Adler
- Lument
- Lusk Commercial Contractors
- LuxerOne
- Lynx Capital
- LJP Construction Services
- MAA
- McMillan Pazdan Smith Architect
- Middle Street Partners
- MIG Real Estate
- Milestone Group
- MKT Realty
- Montclair Ventures
- More Residential
- Morris, Manning & Martin
- Niles Bolton Associates
- Northland
- Northwestern Mutual
- Nvision Development
- Odell
- Olive Tree Holdings
- One11 Advisors
- OneStreet Residential
- Origin Investments
- Oxford Properties
- Parkview Financial
- Partner Engineering and Science
- Pegasus Residential
- Penler
- Perennial Properties
- PIA Pontis Institutional Advisors
- Placemakr
- PointOne Holdings
- Portman Residential
- Powers Brown Architecture
- ProFloors & Premier Flooring
- Prominent Group Investment
- Quarterra
- R. James Properties
- Radco Companies
- RailField Partners
- RAJJ Investment Properties
- RAM Partners
- RangeWater
- Ready Capital
- Rosemann & Associates
- Ryan Companies
- Ryan Property Tax
- SixPine
- SK Collaborative
- SKF Development
- Smallwood
- Smith + Howard Advisory
- SpyDar
- Steelblock Holdings
- Stevenson Enterprises
- Streetscapes
- Studio Architects
- Terracon Consultants
- The Stanford Company
- Thirty Capital
- Trammell Crow Residential
- Twain Financial Partners
- Valet Living
- VCC
- VI Construction Services
- Vida Companies
- Viking Capital
- Vintage Realty Company
- Westmount Realty Capital
- WGI
- Womble Bond Dickinson
- Zego
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:
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.
Conference Sponsors
Who Sponsors
Sponsors of the Marcus & Millichap / IPA Multifamily Forum: Southeast are typically industry vendors, professionals and service providers looking to secure new business from multifamily owners, investors and developers. If you’d like to sponsorship information for the event, please contact Amber Collins at amber@greenpearlevents.com.
Past sponsors include:
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