Tuesday, November 7
Detailed Agenda
5:00 – 7:00 PM
Welcome Reception in Dallas
Hosted by:
Wednesday, November 8
8:00 – 9:00 AM
Arrival and Breakfast
8:20 – 8:50 AM
Opening Remarks
Michael D’Onofrio
Managing Director
Engineered Tax Services
8:50 – 9:00 AM
Opening Remarks
Mark McCoy
VP & Regional Manager
Dallas-Fort Worth
Marcus & Millichap
9:00 – 9:35 AM
Open Road:
Texas Multifamily Market Trends & Outlook Presentation
John S. Sebree
SVP & National Director
Multifamily
Marcus & Millichap
9:40 – 10:25 AM
Cost of Capital:
Navigating the Complexities of Today’s Real Estate Capital Markets
Katie Bloom
Managing Director
Goldman Sachs
John Higinbothom Jr
Senior Managing Director
M&T Realty Capital
Dan Meader
Managing Partner
Trinity Investors
Adnan Merchant
Managing Partner
MW Law
Spencer Schlee
Managing Director
Canyon Partners
John P. Manning
SVP & Head of Production
Western Region
Marcus & Millichap
Capital Corp.
Moderator
10:30 – 11:15 AM
Everything’s Bigger:
Texas Multifamily Developers Discuss Pipeline, Activity & Trends
Matt Brendel
Senior Managing Director
Legacy Partners
David Cocanougher
President – Multifamily
Leon Capital Group
Hailey Ghalib
Executive Managing Director
Affinius Capital
Jamie Mulholland
Principal
Belshaw Mulholland Architects
Carl Whitaker
Sr Director – Real Estate
Economist
RealPage
Ford Noe
VP & Regional Manager
Houston
Marcus & Millichap
Moderator
11:15 – 11:45 AM
Networking Break
Hosted by:
11:45 AM – 12:30 PM
What’s Next:
Texas Multifamily Leaders Discuss Major Challenges & Opportunities Ahead
John Griggs
Co-CEO
Presidium
Steve Lamberti
President
Highmark Residential
Adnan Merchant
Managing Partner
MW Law
Greg West
Chief Executive Officer
ZOM Living
Tim Speck
SVP & Division Manager
Marcus & Millichap
Moderator
12:35 – 1:15 PM
Two Steps Forward:
Maximizing the Value of Your Portfolio While Improving the Resident Experience
Margette Hepfner
COO – Residential Management
Willow Bridge Property Company
Brett Luskey
Partner
Fairmont Management Company
Eric Skeeter
EVP – Operations
Haven Residential
Todd Watkins
Partner & COO
RailField Partners
Mike Ballard
Partner
Ascent Multifamily Accounting
Moderator
1:15 – 1:50 PM
Networking Lunch
1:50 – 2:35 PM
On the Hunt:
Where to Find Untapped Value in Existing Properties and How to Unlock that Value
Eric Barvin
President
Barvin Group
Jacob Garza
Co-Founder
REEP Equity
Michael Ochstein
President
Price Realty Corp
Jay Rippeto
Chief Executive Officer
Juniper Investment Group
Mark McCoy
VP & Regional Manager
Dallas-Fort Worth
Marcus & Millichap
2:40 – 3:25 PM
Keynote panel
Hessam Nadji
President & CEO
Marcus & Millichap
Moderator
Josh Kahn
COO – Investments
RPM Living
Michael Lynd Jr
Chief Executive Officer
Kairoi Residential
Blake Taylor
Regional Development Partner
JPI
3:25 – 4:00 PM
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.
9:45 – 11:15 AM
Multifamily Operators Private Roundtable (Invite-Only) – FULL
9:45 – 11:15 AM
Multifamily Investors Private Roundtable (Invite-Only) – FULL
11:45 AM – 1:15 PM
Multifamily Developers Private Roundtable (Invite-Only) – FULL
Detailed Agenda
Wednesday, November 7
5:30 – 7:30 PM
Welcome Reception in Dallas
Hosted by:
Thursday, November 8
Schedule of Public Sessions
8:00 – 9:00 AM
Arrival and Breakfast
8:20 – 8:50 AM
Tax Minimization Workshop
Presented by:
- Michael D’Onofrio, Managing Director, Engineered Tax Services
8:50 – 9:00 AM
Opening Remarks
Presented by:
- Mark McCoy, VP & Regional Manager – DFW, Marcus & Millichap
9:00 – 9:35 AM
Open Road: Texas Multifamily Market Trends & Outlook Presentation
Presented by:
- John S. Sebree, SVP – Multifamily Division, Marcus & Millichap
9:40 – 10:25 AM
Cost of Capital: Navigating the Complexities of Today’s Real Estate Capital Markets
Panelists:
- Katie Bloom, Managing Director, Goldman Sachs
- John Higinbothom Jr, Senior Managing Director, M&T Realty Capital
- Dan Meader, Managing Partner, Trinity Investors
- Adnan Merchant, Managing Partner, MW Law
- Spencer Schlee, Managing Director, Canyon Partners
Moderated by:
- John P. Manning, SVP & Head of Production – Western Region, Marcus & Millichap Capital Corp.
10:30 – 11:15 AM
Everything’s Bigger: Texas Multifamily Developers Discuss Pipeline, Activity & Trends
Panelists:
- Matt Brendel, Senior Managing Director, Legacy Partners
- David Cocanougher, President – Multifamily, Leon Capital Group
- Hailey Ghalib, Executive Managing Director, Affinius Capital
- Jamie Mulholland, Principal, Belshaw Mulholland Architects
- Carl Whitaker, Sr Director – Real Estate Economist, RealPage
Moderated by:
- Ford Noe, VP & Regional Manager – Houston, Marcus & Millichap
11:15 – 11:45 AM
Networking Break
Hosted by:
11:45 AM – 12:30 PM
What’s Next: Texas Multifamily Leaders Discuss Major Challenges & Opportunities Ahead
Panelists:
- John Griggs, Co-CEO, Presidium
- Steve Lamberti, President, Highmark Residential
- Adnan Merchant, Managing Partner, MW Law
- Greg West, Chief Executive Officer, ZOM Living
Moderated by:
- Tim Speck, SVP & Division Manager, Marcus & Millichap
12:35 – 1:15 PM
Two Steps Forward: Maximizing the Value of Your Portfolio While Improving the Resident Experience
Panelists:
- Margette Hepfner, COO – Residential Management, Willow Bridge Property Company
- Brett Luskey, Partner, Fairmont Management Company
- Eric Skeeter, EVP – Operations, Haven Residential
- Todd Watkins, Partner & COO, RailField Partners
Moderated by:
- Mike Ballard, Partner, Ascent Multifamily Accounting
1:15 – 1:50 PM
Networking Lunch
1:50 – 2:35 PM
On the Hunt: Where to Find Untapped Value in Existing Properties and How to Unlock that Value
Panelists:
- Eric Barvin, President, Barvin Group
- Jacob Garza, Co-Founder, REEP Equity
- Michael Ochstein, President, Price Realty Corp
- Jay Rippeto, Chief Executive Officer, Juniper Investment Group
Moderated by:
- Mark McCoy, VP & Regional Manager – DFW, Marcus & Millichap
2:40 – 3:25 PM
Keynote panel
Keynote Speaker:
- Hessam Nadji, President & CEO, Marcus & Millichap
Panelists:
- Josh Kahn, COO – Investments, RPM Living
- Michael Lynd Jr, Chief Executive Officer, Kairoi Residential
- Blake Taylor, Regional Development Partner, JPI
Moderated by:
- John S. Sebree, SVP & National Director – Multifamily, Marcus & Millichap
3:25 – 4:00 PM
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.
9:45 – 11:15 AM
Multifamily Operators Private Roundtable (Invite-Only) - FULL
9:45 – 11:15 AM
Multifamily Investors Private Roundtable (Invite-Only) - FULL
11:45 AM – 1:15 PM
Multifamily Developers Private Roundtable (Invite-Only) - FULL
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
RealPage provides a technology platform that enables real estate owners and managers to change how people experience and use rental space. Clients use the platform to gain transparency into asset performance, leverage data insights and monetize space to create incremental yields. Founded in 1998 and headquartered in Richardson, Texas, RealPage currently serves over 24 million units worldwide from offices in North America, Europe, and Asia.
2023 Conference Sponsors
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We believe in the magic that happens when the smartest, boldest minds come together resulting in business growth and industry evolution. We build high-value events that foster relationships, tap into intellectual wisdom, promote authentic interaction and create success for our clients.