Presentations
Access Page
- For Michael D’Onofrio’s Tax Minimization Presentation, please contact Mike at MDonofrio@engineeredtaxservices.com or 561-762-0044.
- For John Sebree’s Texas Market Update Presentation, please contact Tim Speck at tim.speck@marcusmillichap.com or Mark McCoy at mark.mccoy@marcusmillichap.com.
- For Richard Robinette’s Equity Capital Raising Presentation, please contact Richard at richard@crowdfundinglawyers.net.
Recordings
| Access Link | Jump To (Hour:Min:Sec) | Session |
|---|---|---|
| Recording | 00:08:20 | Multifamily Tax Minimization Workshop |
| Recording | 00:37:07 | Opening Remarks |
| Recording | 00:43:57 | Texas Multifamily Market Update Presentation |
| Recording | 01:19:33 | Multifamily Investment & Finance Panel |
| Recording | 02:04:35 | Development Construction & Design Trends Panel |
| Recording | 00:03:25 | Avoiding Pitfalls When Raising Equity Capital from HNW Investors |
| Recording | 00:15:40 | Acquisitions, Investment & Dispositions of Existing Assets |
| Recording | 00:57:50 | Apartment Operations & Technology Panel |
| Recording | 00:03:45 | Keynote Conversation with Harry Bookey, Chairman, BH Management |
| Recording | 00:42:35 | Texas Multifamily Leaders Discuss Macro Trends |
Detailed Agenda
All sessions are held in-person at the Westin Galleria in Dallas
8:00 – 9:00 AM CT
Arrival and Breakfast
Hosted by:
8:20 – 8:50 AM CT
Multifamily Operator, Investor, Developer Tax Minimization Workshop
Michael D’Onofrio
Managing Director
Engineered Tax Services
8:50 – 9:00 AM CT
Opening Remarks
9:00 – 9:35 AM CT
Texas Multifamily Market Data & Economic Outlook Presentation
John S. Sebree
SVP & National Director
Multifamily
Marcus & Millichap
9:40 – 10:20 AM CT
Multifamily Investment & Finance
Jeff Pirhalla
Executive Vice President
BankFinancial
Jay Porterfield
Executive Director
Agency Originations
PGIM Real Estate
Richard Robinette
Partner
Crowdfunding Lawyers
Jon Siegel
Chief Investment Officer
RailField Partners
Jeff Staubach
Founding Partner
Staubach Capital
John P. Manning
Senior Vice President
Marcus & Millichap
Capital Corporation
Moderator
10:25 – 11:05 AM CT
Development, Construction & Design Trends
Ben Brewer
Senior Managing Director
Hines
Debra Guerrero
SVP – Strategic Partnerships
NRP Group
Jason Haun
Senior Vice President
ZOM Living
Justin Bryant
Executive Vice President
Perma-Pier
Ron Butler
Senior Architectural Designer
BKV Group
Andrea Alford Hight
Shareholder
Winstead
Moderator
11:05 – 11:40 AM CT
Networking Break
Hosted by:
11:40 – 11:50 AM CT
Avoiding Pitfalls when Raising Equity Capital from High Net Worth Investors
A little known fact is that raising private capital for your deals requires compliance with specific securities regulations, both for issuing shares in your deals and for selling those shares. Compensating unlicensed capital raisers can mean big trouble for everyone involved. In this brief presentation, we’ll walk you through the rules on raising private capital and best practices for compensating your team.
Richard Robinette
Partner
Crowdfunding Lawyers
11:55 AM – 12:35 PM CT
Acquisitions, Investment & Dispositions of Existing Assets
Jason Busboom
President & Co-Founder
Busboom Group
Mark Cantrell
President
Cantrell McCulloch
Rick Chesney
Managing Partner
Sentinel Peak Capital Partners
Ana González
VP – Investments
Eagle Property Capital
Sandhya Seshadri
Principal
Multifamily4You
Chris Barsness
Attorney
Patel Law Group
Moderator
12:40 – 1:20 PM CT
Apartment Operations & Technology
Andrew Bowen
Vice President
Institutional Markets
RealPage
Joanne Broadway
Senior Managing Director
Real Estate
Greystar
Melissa Fasci
Senior Vice President
Capstone Real Estate Services
Rachel Mondelli
Senior Vice President
Bridge Property Management
Trey Lopez
Director – Business Development
Teal
Moderator
1:20 – 1:50 PM CT
Networking Lunch
1:50 – 2:00 PM CT
A Quick Tour Through Texas’ Multifamily Fundamentals in 2022 (Postponed)
Carl Whitaker
Director of Research & Analysis
Market Analytics
RealPage
2:00 – 2:40 PM CT
Keynote Conversation with Harry Bookey, Chairman, BH Management
Harry Bookey
Chairman
BH Management
Keynote
John S. Sebree
SVP & National Director
Multifamily
Marcus & Millichap
Interviewer
2:45 – 3:30 PM CT
Texas Multifamily Leaders Discuss Macro Trends
Richard Fishman
Founder & President
The Valcap Group
Paul Hendershot
Senior Director
Market Analytics
CoStar
Ian Mattingly
President
Luma Corp
Ricardo Rivas
CEO
Allied Orion Group
Tim Speck
SVP & Division Manager
Marcus & Millichap
Moderator
3:30 – 4:00 PM CT
Networking Reception
Schedule of Exclusive Sessions
Closed Door Roundtables & Exclusive Networking Opportunities:
GreenPearl organizes a series of exclusive invite-only roundtables and structured networking sessions. Scheduled for this event thus far are the following. Contact Samantha Williams at sam@greenpearlevents.com if you’d like to join one of these.
8:50 – 10:20 AM CT
Private Roundtable for Multifamily Operators (Invite-Only)
11:45 AM – 1:15 PM CT
Private Roundtable for Multifamily Developers (Invite-Only)
Detailed Agenda
Schedule of Public Sessions
All sessions are held in-person at the Westin Galleria in Dallas
8:00 – 9:00 AM CT
Arrival and Breakfast
Hosted by:
8:20 – 8:50 AM CT
Multifamily Operator, Investor, Developer Tax Minimization Workshop
Workshop Leader:
- Michael D’Onofrio, Managing Director, Engineered Tax Services
8:50 – 9:00 AM CT
Opening Remarks
9:00 – 9:35 AM CT
Texas Multifamily Market Data & Economic Outlook Presentation
Presented by:
- John S. Sebree, SVP & National Director – Multifamily, Marcus & Millichap
9:40 – 10:20 AM CT
Multifamily Investment & Finance
Speakers:
- Jeff Pirhalla, Executive Vice President, BankFinancial
- Jay Porterfield, Executive Director – Agency Originations, PGIM Real Estate
- Richard Robinette, Partner, Crowdfunding Lawyers
- Jon Siegel, Chief Investment Officer, RailField Partners
- Jeff Staubach, Founding Partner, Staubach Capital
Moderated by:
- John Manning, Senior Vice President, Marcus & Millichap Capital Corporation
10:25 – 11:05 AM CT
Development, Construction & Design Trends
Speakers:
- Ben Brewer, Senior Managing Director, Hines
- Debra Guerrero, SVP – Strategic Partnerships & Government Relations, NRP Group
- Jason Haun, Senior Vice President, ZOM Living
- Justin Bryant, EVP – Sales, Perma Pier Foundation Repair of Texas & Blacktie Plumbing
- Ron Butler, Senior Associate & Senior Architectural Designer, BKV Group
Moderator:
- Andrea Alford Hight, Shareholder, Winstead
11:05 – 11:40 AM CT
Networking Break
Hosted by:
11:40 – 11:50 AM CT
Avoiding Pitfalls when Raising Equity Capital from High Net Worth Investors
A little known fact is that raising private capital for your deals requires compliance with specific securities regulations, both for issuing shares in your deals and for selling those shares. Compensating unlicensed capital raisers can mean big trouble for everyone involved. In this brief presentation, we’ll walk you through the rules on raising private capital and best practices for compensating your team.
Presented by:
- Richard Robinette, Partner, Crowdfunding Lawyers
11:55 AM – 12:35 PM CT
Acquisitions, Investment & Dispositions of Existing Assets
Speakers:
- Jason Busboom, President & Co-Founder, Busboom Group
- Mark Cantrell, President, Cantrell McCulloch
- Rick Chesney, Managing Partner, Sentinel Peak Capital Partners
- Ana González, VP – Investments, Eagle Property Capital
- Sandhya Seshadri, Principal, Multifamily4You
Moderated by:
- Chris Barsness, Attorney, Patel Law Group
12:40 – 1:20 PM CT
Apartment Operations & Technology
Speakers:
- Andrew Bowen, Vice President – Institutional Markets, RealPage
- Joanne Broadway, Senior Managing Director – Real Estate, Greystar
- Melissa Fasci, Senior Vice President, Capstone Real Estate Services
- Rachel Mondelli, Senior Vice President, Bridge Property Management
Moderator:
- Trey Lopez, Director – Business Development, Teal
1:20 – 1:50 PM CT
Networking Lunch
1:50 – 2:05 PM CT
A Quick Tour Through Texas’ Multifamily Fundamentals in 2022
Presented by:
- Carl Whitaker, Director of Research & Analysis, Market Analytics, RealPage
2:05 – 2:35 PM CT
Keynote Conversation with Harry Bookey, Chairman, BH Management
Interviewed by:
- John S. Sebree, SVP & National Director – Multifamily, Marcus & Millichap
2:40 – 3:25 PM CT
Texas Multifamily Leaders Discuss Macro Trends
Speaker:
- Richard Fishman, Founder & President, The Valcap Group
- Paul Hendershot, Senior Director – Market Analytics, CoStar
- Ian Mattingly, President, Luma Corp
- Demetrio Jimenez, President, Tropicana Properties
Moderated by:
- Tim Speck, SVP & Division Manager, Marcus & Millichap
3:25 – 4:00 PM CT
Networking Reception
Additional sessions to be announced.
Schedule of Exclusive Sessions
Closed Door Roundtables & Exclusive Networking Opportunities:
GreenPearl organizes a series of exclusive invite-only roundtables and structured networking sessions. Scheduled for this event thus far are the following. Contact Samantha Williams at sam@greenpearlevents.com if you’d like to join one of these.
8:50 – 10:20 AM CT
Private Roundtable for Multifamily Operators (Invite-Only)
This 90-minute private meeting is exclusive to leaders in apartment property operations. This is an invite-only session.
11:45 AM – 1:15 PM CT
Private Roundtable for Multifamily Developers (Invite-Only)
This 90-minute private meeting is exclusive to investors who buy and rehab apartment properties. This is an invite-only session.
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
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.
Lead Sponsor
Conference Sponsors
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