Year after year, the Marcus & Millichap / IPA Multifamily Forum: West & Central Florida brings together Florida’s most active multifamily developers, investors, owners and operators to create a 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.

Join the 6th annual conference in a reimagined ONLINE format designed specifically to recreate that in-person networking event that drives authentic connections amongst your peers. Spanning five days from April 19 to April 23, the conference has been organized in brief, easy-to-consume portions to minimize disruption to your work and personal life.

Reasons to attend:

  • Find out what top multifamily owners, managers, developers and investors are thinking
  • Get the latest information on equity and debt financing for multifamily properties
  • Hear the latest data and metrics regarding Tampa/St. Pete & Orlando apartment markets
  • Learn how the pandemic has affected your peers’ businesses and what they are doing about it
  • Discover the current thinking regarding future distressed buying opportunities
  • Explore how multifamily value add rehab is changing in light of the public health crisis
  • Identify new technology that is now suddenly more useful and relevant

Break through the Virtual Wall & Connect

The event uses an innovative virtual conference format that combines networking and panel discussions into one easy-to-use platform. Join live to connect with attendees and speakers before and after each content session.

The platform allows you to see who is participating and speak with them via chat or video. Meet one-on-one or in small groups; engage with speakers; move from table to table to mingle; exchange contact info and follow up later.

Get Involved!

Marissa Monroe
Registration Coordinator
marissa@greenpearlevents.com

Keynote Speaker

Albert Berriz

Albert Berriz
Chief Executive Officer
McKinley

Speakers & Featured Participants

Larry Abramowitz

Larry Abramowitz
CEO
Broadview Capital Partners

Ari Abramson

Ari Abramson
VP – Acquisitions
Continental Realty Corp.

Kyle Bateh

Kyle Bateh
Director of Investments – Florida
Cortland

Jennifer Baus

Jennifer Baus
SVP – Design & Entitlements
NRP Group

Charles Bay

Charles Bay
Chief Construction Officer
Mill Creek Residential Trust

Lisa Beffa

Lisa Beffa
SVP Portfolio Development
Ellington Management Group

Michael Bippus

Michael Bippus
Managing Director
Waypoint Residential

David Bradley

David Bradley
Regional Manager – Tampa
Marcus & Millichap

Carlos Burneo

Carlos Burneo
Director
Nuveen

Patrick Carroll

Patrick Carroll
Founder & CEO
Carroll Organization

Dana Caudell

Dana Caudell
President – Property Management
Bainbridge Companies

Jennifer Clince

Jennifer Clince
CEO
Collier Companies

Michael D'Onofrio

Michael D’Onofrio
Managing Director
Engineered Tax Services

Mandy Doucet

Mandy Doucet
EVP Property Management
Lloyd Jones

Christopher Finlay

Chris Finlay
Chairman & CEO
Lloyd Jones Capital

Garrett Francis

Garrett Francis
Principal
Loci Capital

Dustin Gabriel

Dustin Gabriel
Vice President – Originations
Petros PACE Finance

Keith Gelder

Keith Gelder
President
Stock Luxury Apartment Living

Melanie Gersper

Melanie Gersper
Chief Operating Officer
ACRE

Litt Glover Jr

Litt Glover Jr.
CEO
Batson-Cook Development Co.

Jeffrey Goldberg

Jeffrey Goldberg
Managing Partner
Milestone Group

Ryan Gray

Ryan Gray
Senior Investment Officers
Carter Multifamily

Seth Greenberg

Seth Greenberg
Chief Executive Officer
ECI Group

Frank Guerra

Frank Guerra
Principal
Altis Cardinal

Todd Hanson

Todd Hanson
EVP – Head of Investments
ConAm Investment Group

Adam Harden

Adam Harden
Principal
SoHo Capital

Harvey Hernandez

Harvey Hernandez
Founder & CEO
Newgard Development Group

Adriana Jaegerman

Adriana Jaegerman
VP & Regional Business Leader – Buildings
Stantec

Mike Krause

Mike Krause
Partner
Atrium Management

Matt Lazar

Matt Lazar
Private Investor
Angelo, Gordon & Co.

Steven Lesser

Steven​ Lesser
Shareholder
Becker

Paul Lewis

Paul Lewis
SVP & National Director – Agency Programs
Marcus & Millichap
Capital Corporation

Gregg Logan

Gregg Logan
Managing Director
RCLCO

Bill Markey

Bill Markey
Head of RE Equity Acquisitions
MetLife Real Estate Investors

Ian McCook

Ian McCook
President
Nvision

Michael Mincberg

Michael Mincberg
President
Sight Real Estate

Olga Minevich

Olga Minevich
Director – Asset Management
Eastham Capital

Kristyn Monticup

Kristyn Monticup
Senior Director
RangeWater

Max Monzon

Max Monzon
Chief Investment Officer
Hilltop Residential

Gina Osborn

Gina Osborn
Senior Director – Operations
RangeWater

Dan Pepper

Dan Pepper
Principal
Palm Companies

David Perez

David Perez
Chief Operating Officer
Carroll Organization

Tim Peterson

Tim Peterson
COO & CIO
Altman Companies

Karl Pischke

Karl Pischke
Vice President
RCLCO

Barry Preston

Barry Preston
Managing Director
Preston Giuliano Capital Partners

Robert Reese

Robert Reese
President & CEO
Brossier

Bill Revers

Bill Revers
SVP – Acquisitions
Fairfield Residential

Richard Richman

Richard Richman
Chairman
Richman Group

Brent Ritchie

Brent Ritchie
Managing Partner
Enrich Investment Group

Richard Roos

Richard Roos
Chief Operating Officer
Venterra Living

Phil Rosen

Philip Rosen
Shareholder
Becker & Poliakoff

Drew Schwartz

Drew Schwartz
Head of Acquisitions – FL
Federal Capital Partners

Mark Sembler

Mark Sembler
COO
2nd Wave Development

John Sebree

John S. Sebree
Senior Vice President, Multifamily
Marcus & Millichap

Anthony Seijas

Anthony Seijas
Principal
Altis Cardinal

Scott Sherman

Scott Sherman
Co-Founder & Managing Principal
Tricera Capital

Bonnie Smetzer

Bonnie Smetzer
Partner & EVP
JMG Realty

Donald Sobb

Donald Sobb
Portfolio Manager
FPI Management

Joe Springsteen

Joe Springsteen
Senior Vice President
RKW Residential

Mark Stewart

Mark Stewart
Chief Investment Officer
Bainbridge Companies

Justin Toal

Justin Toal
Managing Principal & CIO
Fifteen Group

Gerard van der Laan

Gerard van der Laan
President – Construction
Collier Companies

Emily Watson

Emily Watson
President – Property Management
Lantower Residential

Emily Wickey

Emily Wickey
Head of East Coast Asset Management
AIG Global Real Estate

Shawn Wilson

Shawn Wilson
President
Blue Sky Communities

Seth Wise

Seth Wise
President
BBX Capital

Edward Wood

Edward Wood
SVP – Development
Streetlights Residential

Matt Zaverucha

Matt Zaverucha
VP – Acquisitions
Advenir

Speakers & Featured Participants

  • Larry Abramowitz, CEO, Broadview Capital Partners
  • Ari Abramson, VP – Acquisitions, Continental Realty Corp.
  • Kyle Bateh, Director of Investments – Florida, Cortland
  • Jennifer Baus, SVP – Design & Entitlem, NRP Group
  • Charles Bay, Chief Construction Officer, Mill Creek Residential Trust
  • Lisa Beffa, SVP Portfolio Development, Ellington Management Group
  • Michael Bippus, Managing Director, Waypoint Residential
  • David Bradley, Regional Manager, Marcus & Millichap
  • Carlos Burneo, Director, Nuveen
  • Patrick Carroll, Founder & CEO, Carroll Organization
  • Dana Caudell, President – Property Management, Bainbridge Companies
  • Jennifer Clince, CEO, Collier Companies
  • Michael D’Onofrio, Managing Director, Engineered Tax Services
  • Mandy Doucet, EVP Property Management, Lloyd Jones
  • Chris Finlay, Chairman & CEO, Lloyd Jones Capital
  • Garrett Francis, Principal, Loci Capital
  • Dustin Gabriel, Vice President – Originations, Petros PACE Finance
  • Keith Gelder, President, Stock Luxury Apartment Living
  • Melanie Gersper, Chief Operating Officer, ACRE
  • Litt Glover Jr., CEO, Batson-Cook Development Co.
  • Jeffrey Goldberg, Managing Partner, Milestone Group
  • Ryan Gray, Senior Investment Officers, Carter Multifamily
  • Seth Greenberg, Chief Executive Officer, ECI Group
  • Frank Guerra, Principal, Altis Cardinal
  • Todd Hanson, EVP – Head of Investments, ConAm Investment Group
  • Adam Harden, Principal, SoHo Capital
  • Harvey Hernandez, Founder & CEO, Newgard Development Group
  • Adriana Jaegerman, VP & Regional Business Leader – Buildings, Stantec
  • Mike Krause, Partner, Atrium Management
  • Matt Lazar, Private Investor, Angelo, Gordon & Co.
  • Steven​ Lesser, Shareholder, Becker
  • Paul Lewis, SVP & National Director – Agency Programs, Marcus & Millichap Capital Corporation
  • Gregg Logan, Managing Director, RCLCO
  • Bill Markey, Head of RE Equity Acquisitions, MetLife Real Estate Investors
  • Ian McCook, President, Nvision
  • Michael Mincberg, President, Sight Real Estate
  • Olga Minevich, Director – Asset Management, Eastham Capital
  • Kristyn Monticup, Senior Director, RangeWater
  • Max Monzon, Chief Investment Officer, Hilltop Residential
  • Gina Osborn, Senior Director – Operations, RangeWater
  • Dan Pepper, Principal, Palm Companies
  • David Perez, Chief Operating Officer, Carroll Organization
  • Tim Peterson, COO & CIO, Altman Companies
  • Karl Pischke, Vice President, RCLCO
  • Barry Preston, Managing Director, Preston Giuliano Capital Partners
  • Robert Reese, President & CEO, Brossier
  • Bill Revers, SVP – Acquisitions, Fairfield Residential
  • Richard Richman, Chairman, Richman Group
  • Brent Ritchie, Managing Partner, Enrich Investment Group
  • Richard Roos, Chief Operating Officer, Venterra Living
  • Philip Rosen, Shareholder, Becker & Poliakoff
  • Drew Schwartz, Head of Acquisitions – FL, Federal Capital Partners
  • Mark Sembler, COO, 2nd Wave Development
  • John S. Sebree, Senior Vice President, Multifamily, Marcus & Millichap
  • Anthony Seijas, Principal, Altis Cardinal
  • Scott Sherman, Co-Founder & Managing Principal, Tricera Capital
  • Mark Stewart, Chief Investment Officer, Bainbridge Companies
  • Bonnie Smetzer, Partner & EVP, JMG Realty
  • Donald Sobb, Portfolio Manager, FPI Management
  • Joe Springsteen, Senior Vice President, RKW Residential
  • Justin Toal, Managing Principal & CIO, Fifteen Group
  • Gerard van der Laan, President – Construction, Collier Companies
  • Emily Watson, President – Property Management, Lantower Residential
  • Emily Wickey, Head of East Coast Asset Management, AIG Global Real Estate
  • Shawn Wilson, President, Blue Sky Communities
  • Seth Wise, President, BBX Capital
  • Edward Wood, SVP – Development, Streetlights Residential
  • Matt Zaverucha, VP – Acquisitions, Advenir

Participating Companies (partial list)

  • 2nd Wave Development
  • ACRE
  • Altis Cardinal
  • Altman Companies
  • American Community Developers
  • Ascension Key Acquisitions
  • Atrium Management
  • Bainbridge Companies
  • Baker Barrios Architects
  • Bandes Construction
  • Batson-Cook Development Co.
  • BBX Capital
  • BDG Architects
  • Belleair Development
  • Blue River Ventures
  • Blue Sky Communities
  • Bridge Investment Group
  • Broadview Capital Partners
  • Brossier
  • California Golden Properties
  • Carroll Organization
  • Carter Multifamily
  • Centell
  • Collison Capital
  • ConAm Group
  • Continental Realty Corp.
  • Cortland
  • Costa Property Advisors
  • Creative Sign Designs
  • Daltile
  • DealBinder
  • DHE
  • DLP Realty
  • ECI Group
  • Elmington Property Management
  • EnRitch Investment Group
  • Epoch Residential
  • Evergreen Residential
  • Fairfield Residential
  • Federal Capital Partners
  • Fifteen Group
  • Florida Multifamily Group
  • FPI Management
  • Geosam Capital US
  • GNE Asset Management
  • GRE Property Investments
  • Greystar
  • Hilltop Residential
  • Hirschfeld Properties
  • HomeQuest Properties
  • IberiaBank
  • Jansch
  • JMG Realty
  • Johnson Development Associates
  • Land Banking and Development
  • Lantower Residential
  • LeCesse Development Corp
  • LendingOne
  • Lloyd Jones
  • Loci Capital
  • Lowndes Law
  • McKinley
  • MetLife Real Estate Investments
  • Midtown Capital Partners
  • Milestone Group
  • Mill Creek Residential Trust
  • MiTek
  • Monogram Marketing
  • Newgard Development Group
  • NJR Investment & Development
  • NRP Group
  • Nuveen
  • Nvision
  • Old Republic Title
  • ORT
  • Palm Companies
  • Passivo
  • PIA Residential
  • PJR New Tampa
  • Preston Giuliano Capital Partners
  • Radco Companies
  • RangeWater
  • RKW Residential
  • Roger B. Kennedy Construction
  • Sight Real Estate
  • Site Solutions
  • Skytian Capital
  • Smith Equities RE Investment Advisors
  • SoHo Capital
  • Southeastern
  • Spectrum Companies
  • SRv Realty
  • State Housing Group
  • Stock Luxury Apartment Living
  • Tasoro
  • Taunton Real Estate Group
  • TECO Peoples Gas
  • Thirty Capital / Defease With Ease
  • Timberland Partners
  • TJG Capital
  • Tomlin Commercial
  • Tricera Capital
  • Twain Financial Partners
  • Valet Living
  • Velocity Capital
  • Venterra Living
  • Verdex Construction
  • Warr Capital
  • Waterstone Defeasance
  • Waypoint Residential
  • William Raveis Real Estate
  • XL Manangement

West & Central Florida Multifamily Online Conference 2021 Agenda

April 19 – 23, 2021

Schedule of Public Sessions

Monday, April 19
9:00 – 9:45 AM ET

Opening Networking Reception & Conference Platform Orientation

Join the opening networking reception and connect with other conference attendees. As a bonus: we’ll give you a quick tutorial on how to get the most out of the conference platform. We highly encourage you to attend this session to avoid any technical issues when access panels.

Monday, April 19
10:00 – 11:00 AM ET

Keynote Conversation with Albert Berriz, Chief Executive Officer, McKinley

Come hear from Albert Berriz, CEO of McKinley, one of the most prolific owners of apartments in Tampa and Orlando areas. McKinley owns and operates a $4.6 billion dollar real estate portfolio, with 1,000 full time staff members, consisting of over 20,000 apartment units.

Keynote:

  • Albert Berriz, Chief Executive Officer, McKinley

Interviewed by:

  • John S. Sebree, Senior Vice President – Multifamily Division, Marcus & Millichap

Tuesday, April 20
10:00 – 11:00 AM ET

National & Florida Regional Apartment State of the Market Presentation

Marcus & Millichap’s Senior Vice President – Multifamily Division, John S. Sebree, will present the current state of the market, comparing and contrasting trends across key markets in Florida with comparable apartment markets across the country, with a special focus on the Tampa and Orlando areas. Learn how supply and demand for apartments interplay for key cities across Florida, as well as key indicators of how recent events are shaping demand, rents and delivery of new units.

Presented by:

  • John S. Sebree, Senior Vice President – Multifamily Division, Marcus & Millichap

Tuesday, April 20
11:00 – 11:30 AM ET

Face-to-Face Video Networking

The magic of conferences most often happens in the hallways between sessions. Take advantage of the opportunity to meet and re-connect with other multifamily principals and industry executives. The conference platform we use allows you to search the attendee list, exchange contact info and meet face-to-face via video, either one-on-one or in small groups.

 

Tuesday, April 20
11:30 AM – 12:30 PM ET

Apartment Industry Outlook and Emerging Trends panel

The West & Central Florida apartment industry has been a “tale of two cities”. While Tampa/St. Pete has fared relatively well, Orlando–recently the top apartment development market in the country by units–has been hit hard. Areas where folks can work from home have seen only minor drops in collections and occupancy, while hospitality-fueled markets have been devastated by the health crisis. That said, the pandemic and winter storms have accelerated in-migration to Florida. We are in unprecedented times with few historical comparisons to rely on. What does the next twelve months look like for multifamily operations, investment and development in Florida?

  • How have rental rates, rent payments and occupancy held up?
  • How have eviction moratoriums impacted collections and underwriting?
  • How has the new administration affected employment and outlook in West & Central Florida?
  • Which cities and towns across Florida are seeing increased renter and investor interest?
  • What is the state of multifamily investment and development activity and pipeline?
  • How has the current situation affected construction costs, availability and timelines?
  • In what ways has the pandemic created new opportunities for distressed acquisitions?

Moderator:

  • David Bradley, Regional Manager – Tampa, Marcus & Millichap

Panelists:

  • Jennifer Clince, CEO, Collier Companies
  • Tim Peterson, CIO & COO, Altman Companies
  • Seth Greenberg, Chief Executive Officer, ECI Group
  • Karl Pischke, Vice President, RCLCO
  • Richard Richman, Chairman, Richman Group

Wednesday, April 21
10:00 – 11:00 AM ET

Multifamily Finance & Investment in a Changed World panel

In the spring, the pandemic had 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 Florida.

  • 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:

  • Paul Lewis, SVP & National Director – Agency Programs, Marcus & Millichap Capital Corporation

Panelists:

  • Dustin Gabriel, Vice President – Originations, Petros PACE Finance
  • Ryan Gray, Senior Investment Officers, Carter Multifamily
  • Matt Lazar, Private Investor, Angelo, Gordon & Co.
  • Bill Markey, Head of RE Equity Acquisitions, MetLife Real Estate Investments
  • Emily Wickey, Head of East Coast Asset Management, AIG Global Real Estate

Wednesday, April 21
11:00 – 11:30 AM ET

Face-to-Face Video Networking

The magic of conferences most often happens in the hallways between sessions. Take advantage of the opportunity to meet and re-connect with other multifamily principals and industry executives. The conference platform we use allows you to search the attendee list, exchange contact info and meet face-to-face via video, either one-on-one or in small groups.

Wednesday, April 21
11:30 AM – 12:30 PM ET

Updated Value-Add Strategies to Rethink the Buy-Fix-Sell Game panel

Class B and C properties have in some areas been hit harder by unemployment and non-payment of rent, and with the delay in stimulus payments, the situation appears to be getting worse for some. 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 in Florida?

  • How are buyers finding and funding new deals 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 are being incorporated into newly refurbished properties?
  • To what degree are apartment unit interiors being altered to allow for more office space?
  • What about single-family-for-rent opportunities?

Moderator:

  • Philip Rosen, Shareholder, Becker & Poliakoff

Panelists:

  • Michael Bippus, Managing Director, Waypoint Residential
  • Patrick Carroll, Founder & CEO, Carroll Organization
  • Chris Finlay, Chief Executive Officer, Lloyd Jones
  • Melanie Gersper, Chief Operating Officer, ACRE
  • Mark Stewart, Chief Investment Officer, Bainbridge Companies

Thursday, April 22
10:00 – 11:00 AM ET

Property Management Technology and Innovation in a Time of Crisis panel

With infection rates dropping rapidly, multifamily operators are breathing a sigh of relief, but we are not out of the woods yet. During the pandemic, operators have been challenged to manage their properties safely and in new ways. New technologies and processes have emerged, many of which are likely to become a permanent part of best practices going forward. This session seeks to bring to the surface what multifamily operators have learned, what innovations they plan to keep, and which ones they will discard once the pandemic subsides.

  • How are rent collections doing by property class and location?
  • What has been the impact upon owners from eviction moratoriums?
  • How are occupancy and leasing numbers going?
  • What strategies are savvy landlords using to lease up new / vacant units?
  • What contactless technology is working well for leasing as well as management?
  • What do you do about tenants who stopped paying and won’t communicate?
  • Which changes to property management are likely to be permanent?

Moderator:

  • Bonnie Smetzer, Partner & EVP, JMG Realty

Panelists:

  • Dana Caudell, President – Property Management, Bainbridge Companies
  • Gina Osborn, Senior Director – Operations, RangeWater
  • David Perez, Chief Operating Officer, Carroll Organization
  • Emily Watson, President – Property Management, Lantower Residential

Thursday, April 22
11:00 -11:30 AM ET

Face-to-Face Video Networking

The magic of conferences most often happens in the hallways between sessions. Take advantage of the opportunity to meet and re-connect with other multifamily principals and industry executives. The conference platform we use allows you to search the attendee list, exchange contact info and meet face-to-face via video, either one-on-one or in small groups.

Thursday, April 22
11:30 AM – 12:30 PM ET

Apartment Construction & Design Pandemic-Driven Challenges and Solutions panel

The COVID crisis has driven an enormous number of changes in the short term, but how many of these changes will become permanent? In the near term, construction projects have been greatly affected but not always for the worse, with increased availability of contractors and workers to get the job done. But, with the cost of lumber going through the roof and possible demand shifts in how apartments should be designed, the way forward is not an easy one. In the long term, developers and re-developers are rethinking how properties should be designed, as well as what unit mix makes sense in light of social distancing and increased work-from-home tenants.

  • How have construction projects that are underway been affected by the crisis?
  • What is the impact upon projects that are in the pipeline but not yet started?
  • How are developers and designers rethinking the unit mix of future properties?
  • In what ways are interiors being re-considered? What features are suddenly more attractive?
  • How is the overall layout of amenities and common spaces being rethought?
  • What materials are safer to prevent transmission of viruses and other pathogens?
  • What alternatives are there to standard lumber to address the cost problem?
  • What will the long term consequences to the construction and design industries be?

Moderator:

  • Steven​ Lesser, Shareholder, Becker

Panelists:

  • Jennifer Baus, SVP – Design & Entitlements, NRP Group
  • Charles Bay, Chief Construction Officer, Mill Creek Residential Trust
  • Robert Reese, President & CEO, Brossier
  • Mark Sembler, COO, 2nd Wave Development

Friday, April 23
10:00 – 11:00 AM ET

Multifamily Operator, Investor, Developer Tax Minimization Workshop

  • Get the latest insight on minimizing income tax from your real estate in 2021
  • Learn about recent and pending tax changes due to the new administration
  • Discover recent changes to federal tax statutes that you can put to good use
  • Find out how you can grow your cash flow through innovative ancillary income ideas

Presented by:

  • Michael D’Onofrio, Managing Director, Engineered Tax Services

Schedule of Exclusive Sessions

Closed Door Roundtables & Exclusive Networking Opportunities:

GreenPearl organizes a series of exclusive invite-only roundtables and 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.

Tuesday, April 20
8:30 – 10:00 AM ET

Private Roundtable for Multifamily Developers (Invite-Only)

This 90-minute private meeting is exclusive to multifamily development leaders. This is an invite-only session.

Wednesday, April 21
8:30 – 10:00 AM ET

Private Roundtable for Value-Add Multifamily Investors (Invite-Only)

This 90-minute private meeting is exclusive to investors who buy and rehab apartment properties. This is an invite-only session.

Thursday, April 22
8:30 – 10:00 AM ET

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.

West & Central Florida Multifamily Online Conference 2021 Agenda

April 19 – 23, 2021

Schedule of Public Sessions

Monday, April 19
9:00 – 9:45 AM ET

Opening Networking Reception & Conference Platform Orientation

Join the opening networking reception and connect with other conference attendees. As a bonus: we’ll give you a quick tutorial on how to get the most out of the conference platform. We highly encourage you to attend this session to avoid any technical issues when access panels.

Monday, April 19
10:00 – 11:00 AM ET

Keynote Conversation with Albert Berriz, Chief Executive Officer, McKinley

Come hear from Albert Berriz, CEO of McKinley, one of the most prolific owners of apartments in Tampa and Orlando areas. McKinley owns and operates a $4.6 billion dollar real estate portfolio, with 1,000 full time staff members, consisting of over 20,000 apartment units.

Tuesday, April 20
10:00 – 11:00 AM ET

National & Florida Regional Apartment State of the Market Presentation

Marcus & Millichap’s Senior Vice President – Multifamily Division, John S. Sebree, will present the current state of the market, comparing and contrasting trends across key markets in Florida with comparable apartment markets across the country, with a special focus on the Tampa and Orlando areas. Learn how supply and demand for apartments interplay for key cities across Florida, as well as key indicators of how recent events are shaping demand, rents and delivery of new units.

Presented by:

  • John S. Sebree, Senior Vice President – Multifamily Division, Marcus & Millichap

Tuesday, April 20
11:00 – 11:30 AM ET

Face-to-Face Video Networking

The magic of conferences most often happens in the hallways between sessions. Take advantage of the opportunity to meet and re-connect with other multifamily principals and industry executives. The conference platform we use allows you to search the attendee list, exchange contact info and meet face-to-face via video, either one-on-one or in small groups.

Tuesday, April 20
11:30 AM – 12:30 PM ET

Apartment Industry Outlook and Emerging Trends panel

The West & Central Florida apartment industry has been a “tale of two cities”. While Tampa/St. Pete has fared relatively well, Orlando–recently the top apartment development market in the country by units–has been hit hard. Areas where folks can work from home have seen only minor drops in collections and occupancy, while hospitality-fueled markets have been devastated by the health crisis. That said, the pandemic and winter storms have accelerated in-migration to Florida. We are in unprecedented times with few historical comparisons to rely on. What does the next twelve months look like for multifamily operations, investment and development in Florida?

Moderator:

  • David Bradley, Regional Manager – Tampa, Marcus & Millichap

 

Panelists:

  • Jennifer Clince, CEO, Collier Companies
  • Tim Peterson, CIO & COO, Altman Companies
  • Seth Greenberg, Chief Executive Officer, ECI Group
  • Karl Pischke, Vice President, RCLCO
  • Richard Richman, Chairman, Richman Group

Wednesday, April 21
10:00 – 11:00 AM ET

Multifamily Finance & Investment in a Changed World panel

In the spring, the pandemic had 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 Florida.

Moderator:

  • Paul Lewis, SVP & National Director – Agency Programs, Marcus & Millichap Capital Corporation

 

Panelists:

  • Dustin Gabriel, Vice President – Originations, Petros PACE Finance
  • Ryan Gray, Senior Investment Officers, Carter Multifamily
  • Matt Lazar, Private Investor, Angelo, Gordon & Co.
  • Bill Markey, Head of RE Equity Acquisitions, MetLife Real Estate Investments
  • Emily Wickey, Head of East Coast Asset Management, AIG Global Real Estate

Wednesday, April 21
11:00 – 11:30 AM ET

Face-to-Face Video Networking

The magic of conferences most often happens in the hallways between sessions. Take advantage of the opportunity to meet and re-connect with other multifamily principals and industry executives. The conference platform we use allows you to search the attendee list, exchange contact info and meet face-to-face via video, either one-on-one or in small groups.

Wednesday, April 21
11:30 AM – 12:30 PM ET

Updated Value-Add Strategies to Rethink the Buy-Fix-Sell Game panel

Class B and C properties have in some areas been hit harder by unemployment and non-payment of rent, and with the delay in stimulus payments, the situation appears to be getting worse for some. 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 in Florida?

Moderator:

  • Philip Rosen, Shareholder, Becker & Poliakoff

 

Panelists:

  • Michael Bippus, Managing Director, Waypoint Residential
  • Patrick Carroll, Founder & CEO, Carroll Organization
  • Chris Finlay, Chief Executive Officer, Lloyd Jones
  • Melanie Gersper, Chief Operating Officer, ACRE
  • Mark Stewart, Chief Investment Officer, Bainbridge Companies

Thursday, April 22
10:00 – 11:00 AM ET

Property Management Technology and Innovation in a Time of Crisis panel

With infection rates dropping rapidly, multifamily operators are breathing a sigh of relief, but we are not out of the woods yet. During the pandemic, operators have been challenged to manage their properties safely and in new ways. New technologies and processes have emerged, many of which are likely to become a permanent part of best practices going forward. This session seeks to bring to the surface what multifamily operators have learned, what innovations they plan to keep, and which ones they will discard once the pandemic subsides.

Moderator:

  • Bonnie Smetzer, Partner & EVP, JMG Realty

 

Panelists:

  • Dana Caudell, President – Property Management, Bainbridge Companies
  • Gina Osborn, Senior Director – Operations, RangeWater
  • David Perez, Chief Operating Officer, Carroll Organization
  • Emily Watson, President – Property Management, Lantower Residential

Thursday, April 22
11:00 -11:30 AM ET

Face-to-Face Video Networking

The magic of conferences most often happens in the hallways between sessions. Take advantage of the opportunity to meet and re-connect with other multifamily principals and industry executives. The conference platform we use allows you to search the attendee list, exchange contact info and meet face-to-face via video, either one-on-one or in small groups.

Thursday, April 22
11:30 AM – 12:30 PM ET

Apartment Construction & Design Pandemic-Driven Challenges and Solutions panel

The COVID crisis has driven an enormous number of changes in the short term, but how many of these changes will become permanent? In the near term, construction projects have been greatly affected but not always for the worse, with increased availability of contractors and workers to get the job done. But, with the cost of lumber going through the roof and possible demand shifts in how apartments should be designed, the way forward is not an easy one. In the long term, developers and re-developers are rethinking how properties should be designed, as well as what unit mix makes sense in light of social distancing and increased work-from-home tenants.

Panelists:

  • Jennifer Baus, SVP – Design & Entitlements, NRP Group
  • Charles Bay, Chief Construction Officer, Mill Creek Residential Trust
  • Robert Reese, President & CEO, Brossier
  • Mark Sembler, COO, 2nd Wave Development

Friday, April 23
10:00 – 11:00 AM ET

Multifamily Operator, Investor, Developer Tax Minimization Workshop

  • Get the latest insight on minimizing income tax from your real estate in 2021
  • Discover recent changes to federal tax statutes that you can put to good use
  • Find out how you can grow your cash flow through innovative ancillary income ideas

Presented by:

  • Mike D’Onofrio, Managing Director, Engineered Tax Services

Schedule of Exclusive Sessions

Closed Door Roundtables & Exclusive Networking Opportunities:

GreenPearl organizes a series of exclusive invite-only roundtables and 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.

Tuesday, April 20
8:30 – 10:00 AM ET

Private Roundtable for Multifamily Developers (Invite-Only)

This 90-minute private meeting is exclusive to multifamily development leaders. This is an invite-only session.

Wednesday, April 21
8:30 – 10:00 AM ET

Private Roundtable for Value-Add Multifamily Investors (Invite-Only)

This 90-minute private meeting is exclusive to investors who buy and rehab apartment properties. This is an invite-only session.

Thursday, April 22
8:30 – 10:00 AM ET

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.

Conference Chairs

Sponsors of the Marcus & Millichap / IPA Multifamily Forum: West & Central Florida are typically industry vendors and service providers looking to secure new business from medium to large sized multifamily and/or office portfolio operators.

Marcus & Millichap
IPA

Founded in 1971, Marcus & Millichap is a leading specialist in commercial real estate investment sales, financing, research and advisory services, with more than 2,000 investment sales and financing professionals located throughout the United States and Canada. The firm 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. In 2020 the firm closed 8,954 transactions with a value of $43.4 billion.

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.

Sponsors

Becker
ETS
Juniper Square
Petros PACE
RCLCO
Stantec

Sponsors of the Marcus & Millichap / IPA Multifamily Forum: West & Central Florida are typically industry vendors, professionals and service providers looking to secure new business from multifamily owners, investors and developers.

Past sponsors include:

Abacode
Adivo Construction
BankFinancial
BCS
Current Builders
Defease With Ease
Investor Management
Italkraft
Katerra
KRI
Live Oak Contracting
LRE
Mohawk
MOSS
PGIM
Phelps Dunbar
ReadyCap
Universal
Unicorp
Valet Living
Weller Residential

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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.