2016 RealShare Apartments
 
10/19/2016
1:00 pmOnsite Registration & Exhibit Space Opens
California Ballroom Foyer & San Diego Ballroom

Onsite registration and badge pick-up will be outside of the exhibit space. Registration will be on the 2nd floor by the escalators. Attendees will not be able to enter the exhibit space or conference room without a badge. We will have electronic registration for those who have pre-registered. In order to make sure that the process runs quickly and smoothly, make sure to bring your confirmation email with the barcode.
1:45 pmOpening Remarks
California Ballroom
1:50 pm - 2:05 pmSpecial Presentation from Joe Derhake, PE, CEO, Partner Engineering & Science, Inc.
California Ballroom
2:05 pmMultifamily Tech Series
California Ballroom

The multifamily sector is currently the fastest-growing in the country with investment hitting a record $43B in Q4 2015 and multifamily units accounting for more than one-third of all new housing. Still, the multifamily sector has notably lagged in adopting many of the latest technological advances. Can the sector continue this resistance while the market activity remains strong? Many factors—the increased renter demand due to the shifting U.S. lifestyle; the evolving habits and preferences of landlords; the expectations for easier online interfaces due to the popularity of consumer-based apps like Zillow, Trulia & Realtor.com—highlight the need for increased technology in the space. Find out how you can leverage the right technology for success in all facets of your business, from asset and portfolio management, to day-to-day operations, to investment strategies and more.
2:05 pm - 2:40 pmLarge-Scale Efficiencies: Leveraging Technology for Asset Management
California Ballroom

Managing the complex processes and financials of multiple assets and investments can be a time-consuming and difficult task. How are top executives leveraging technology to streamline this process? Accessibility of data to stakeholders at every level is important, but how can the accessibility of real-time data positively affect your bottom line? Expert panelists share best practices on how to select and implement the right systems and practices for your business.

Confirmed Speakers:
Justin Alanis - MODERATOR
Co-Founder & CEO
Rentlytics

Mike Ballard
Partner
Ascent Multifamily Accounting

Brad Cribbins
President/Chief Operating Officer
Alliance Residential

Robert Finlay
CEO
R.J. Finlay & Co.

Michael Roos
Director of Asset Management
ColRich

2:40 pm - 3:15 pm24/7 Tools & Strategies: Tech & Innovations for Day-to-Day Operations
California Ballroom

Property management is ever changing, as technology becomes a top priority for operators. New tech strategies are helping property managers keep up with maintenance, payment and organization, while renters are now demanding everything from free wireless to digital rent payments. How are industry professionals responding to these trends and preparing for the future?

Confirmed Speakers:

Nate Hanks, CCIM - MODERATOR
Principal
RealSource

Matthew Blake
President, CEO, Private Investigator
Franklin Data

Christian Davis
Regional Vice President
Pinnacle

Kevin George
President & Chief Operating Officer
InfoTycoon
3:15 pm - 3:30 pmNetworking Break
California Ballroom Foyer & San Diego Ballroom
3:30 pm - 4:05 pmCapital in the Cyber World: Technology’s Role in Investment
California Ballroom

Funding multifamily development and initial business start-ups from online platforms is becoming a popular alternative to traditional debt & equity offerings. How are property owners using non-traditional lending options, such as crowdfunding, to leverage their investments? How do capital sources find opportunities online? What challenges and constraints are there to this process? Are these platforms complementing or conflicting with the traditional investment arena?

Confirmed Speakers:

Ada'Pia d'Errico - MODERATOR
Chief Marketing Officer
Patch of Land

Jordan Fishfeld
Co-Founder & CEO
CFX Markets

Michael Sanchez
Managing Director
RealtyMogul.com

Bryan Schultz
Vice President of Commercial Equity
RealtyShares

Steve Wayne
Owner
ProspectNow.com


4:05 pm - 4:25 pmNetworking Break
California Ballroom Foyer & San Diego Ballroom
4:25 pm - 4:55 pmThe Multifamily Giants: The Latest from Fannie and Freddie
California Ballroom

Although there is still discussion around reform and tighter regulations, GSEs continue to support the growth of multifamily debt. Both Fannie & Freddie remain key elements of the US housing market and are, in fact, the biggest sources of apartment financing in the US. What can we expect from the agencies going forward and how are they adjusting their strategies to combat increased competition and regulations? What new products and policies have they introduced to the market, and what have been the results? Get the inside scoop as senior executives from the mortgage giants share their insights on the direction of the multifamily capital markets, and their firms’ roles in the future of apartment finance.

Confirmed Speakers:

Andrew Behrens - MODERATOR
Vice Chairman
CBRE

Scott Croul
Managing Director of Production & Sales
Freddie Mac

Phyllis Klein
Vice President
Fannie Mae
4:55 pm - 5:40 pmAgencies of Change
California Ballroom

As the GSEs increase their presence and offering in the apartment sector, how are the agency lenders that work with them adapting to the changes? Does the evolution of agency lending create potential growth opportunities within their own groups? How do these firms deal with the increase in the number and types of capital sources in the market? The lenders who work with GSEs on behalf of borrowers will give their take on Fannie and Freddie and where they see the state and direction of the multifamily capital markets in Q4 2016 and beyond.

Confirmed Speakers:

Gary Tenzer - MODERATOR
Co-Founder
George Smith Partners

Jeff Burns
Managing Director
Walker & Dunlop

Laurie Morfin
Senior Vice President
Bellwether Enterprise

Greg Reed
Senior Vice President, Originations
Capital One Multifamily Finance

Jeff Weidell
President
NorthMarq Capital

Ed Zimbler
Senior Managing Director
Berkadia
5:40 pm - 6:45 pmOpening Cocktail Reception
California Ballroom Foyer & San Diego Ballroom

10/20/2016
8:00 am - 8:30 amNetworking Breakfast and Onsite Check-in
California Ballroom Foyer & San Diego Ballroom
8:30 amOpening Remarks
California Ballroom
8:35 am - 9:25 amThe X Factor: Fundamentals of Economic Drivers
California Ballroom

Steady gains in the US economy have resulted in net positives for the multifamily sector and prices in core markets are at an all-time high. And the consensus is that demographics will continue to keep demand for apartments strong. Will apartments continue to ride the wave of these trends for the foreseeable future, or will the momentum abate as the uncertainties—including wage growth, overbuilding and global factors—come into sharper focus? These expert panelists will discuss the macro issues impacting deal flow and the outlook for the sector across the nation.

Confirmed Panelists:

Eric Paulsen - MODERATOR
Senior Vice President of Business Development
Ten-X

Jeff Adler
Vice President
Yardi Matrix

Sheila Miller
Vice President for Multifamily & 55+ Housing 
NAHB

Skylar Olsen
Senior Economist
Zillow

Conor Wagner
Analyst
Green Street Advisors

Greg Willett
Chief Economist
RealPage


9:25 am - 10:15 amClearing the Hurdles: Development Update
California Ballroom

Demand from both individual renters and investors for apartment homes and buildings has intensified. To meet this growing need, developers have expanded the volume of new construction. This, of course, leads to a quandary. On one hand, multifamily builders want to create the best product to lure both renters and potential investors. On the other hand, the costs of construction materials, land and labor remain high and loans are becoming more expensive due to Dodd-Frank regulations. How are today’s apartment developers managing to pencil deals out in this climate? Be it new construction or redevelopment, which investments, including materials to amenities, are worth making? The apartments sector’s most active developers share insights on the development drivers and challenges that influence their decisions and shape their pipelines.

Confirmed Speakers:

Laurie Lustig-Bower - MODERATOR
Executive Vice President
CBRE

Jim Andersen
Senior Vice President
Trammell Crow Company

Bob Champion
Founder | President | Managing Partner
Champion Real Estate Company

Kevin Farrell
COO & EVP
Century West Partners

Joe Gambill
Development Associate
Wood Partners

Dean Henry
CEO
Legacy Partners

Daniel Gehman, AIA, LEED LP
Studio Director
Humphreys & Partners, Architects, L.P.
10:15 am - 10:40 amNetworking Break
California Ballroom Foyer & San Diego Ballroom
10:40 am - 11:30 amAmerica’s Favorite Pastime: Investment’s Current Inning
California Ballroom

The apartment sector continues to see an influx of capital activity due to healthy property operations and potential demographic-driven upsides. While primary markets accounted for the majority of dollar volume and deals, secondary and tertiary locations also showed large gains in investment. Hear from our experts on the best strategies to find yield, how they’re structuring deals and their thoughts on the direction of interest rates and overall housing cycle. Multifamily’s top investors give their investment forecast and talk about how their strategies are evolving with the competitive market conditions.

Confirmed Speakers:

Marc Renard - MODERATOR
Vice Chairman, Capital Markets Group
Cushman & Wakefield

Bob Hart
Founder, CEO & President
TruAmerica Multifamily

Chris Graham
Managing Director, Real Estate Group
Blackstone

Tim Hennessey
Managing Director
PGIM Real Estate

Brett T. Kahn
Executive Director
J.P. Morgan Asset Management
Global Real Assets - Americas 

David Woodward
Managing Partner, Head of Multifamily
Brookfield Property Group


11:40 am - 12:30 pmBREAKOUT SESSION: Designs for Living
Emerald Ballroom

The demographic of today’s renter is very broad— cost-conscious urbanites and renters by choice, or millennials delaying homeownership and empty-nesters returning to the rental pool. It is no surprise that the demand for product is more varied than ever. How are the nation’s multifamily builders, architects and designers dealing with the diversification of the renter pool and bringing to market the various types of product they’re looking for, on time and on budget?

Confirmed Speakers:

Mike Rovner - MODERATOR
President
Mike Rovner Construction

Richard Friedman
Managing Director - Client Services
Greystar

Darin Schoolmeester
Principal
MVE + Partners

James Singleton
Director – Acquisitions
The Bascom Group

Thomas Vegh
Managing Partner
SALT Development, LLC
BREAKOUT SESSION: Affording Affordable Development
Avalon Ballroom

An increasing number of borrowers are entering the affordable housing sector and with a dearth of sellers right now, most in the business are focusing on the deals that are rolling out tax credits. In many cities, market-rate developers must meet inclusionary requirements with affordable housing components in order to get projects approved. Those who have successfully financed, developed, bought and sold affordable housing will discuss the key considerations and how to leverage joint ventures with a public agency, supportive services, nonprofits and more.

Confirmed Speakers:

Jeff Nishita, CPA - MODERATOR
Partner
Novogradac & Company LLP

Daryl Carter
Chairman & CEO
Avanath Capital Management, LLC

Paul Davis
Founder & CEO
Affordable Housing Advisors


Sarah Garland
SVP Multifamily
PNC Real Estate

Sidney Stone
Acquisitions Manager
Chelsea Investment Corporation
 

12:45 pmLunch is Served
California Ballroom
12:45 pm - 1:10 pmSpecial Presentation by Hessam Nadji, President & CEO, Marcus & Millichap
California Ballroom
1:10 pm - 2:10 pmIndustry Leaders: A View from the Top
California Ballroom

Top executives from some of the most active players in multifamily discuss market conditions, strategies that work and how they propel their business forward. This can’t-miss session will offer frank analysis of the prevailing trends in the capital markets, investment, development and operations and, of course, their expectations for the foreseeable future.

Confirmed Speakers:

Stan Jones - MODERATOR
Executive Director
Institutional Property Advisors

Jerry Fink
Managing Partner
The Bascom Group, LLC

James Flynn
President
Hunt Mortgage Group

Angela Kleiman
Executive Vice President & CFO
Essex


2:10 pm - 2:45 pmNetworking Break
California Ballroom Foyer & San Diego Ballroom
2:45 pm - 3:35 pmWhere the Rubber Meets the Road: Transaction Specialists Talk Dealmaking
California Ballroom

Apartments transactions rose to an all-time record of $150 billion in 2015 and with $72 billion in sales closed in the first half of the year alone, 2016 is on track to not disappoint. Behind these transactions are the professionals who put each deal together, whether they're connecting buyers with sellers or lining up the financing to make the sale happen. What does it take to sift through the massive number of players in the market to find the right components and parties for each transaction? The top dealmakers share insights into the direction of the market, where metrics are headed and what it takes to orchestrate the best deals.

Confirmed Speakers:

Kitty Wallace - MODERATOR
Executive Vice President
Colliers International 

James D'Argenio
Principal - Acquisitions
The Bascom Group

Steve Fried
Principal
Mesa West Capital

Gary Goodman
Senior Vice President of Acquisitions
Passco

David Harrington
EVP & National Director | Multifamily
Matthews Real Estate Services

3:35 pm - 4:25 pmSmall Balance Loans, Big Business
California Ballroom

Banks and other companies that generally do smaller transactions account for one of the largest shares of multifamily transaction volume. In fact, the segment is so active that the GSEs recently introduced their own SBL programs. What are the requirements of today’s small-balance borrowers and how are capital sources meeting those needs? What considerations must be taken into account when underwriting deals where the borrower may not have the longest track record? As more individuals turn to real estate as an investment, will the need for SBLs grow? What are the most common products in the market and has the competition among lenders increased? Those in the know share their thoughts.

Confirmed Speakers

Arbor

Charles Hershson
President
Fidelity Mortgage Lenders, Inc.
President – Consumer & Commercial Banking
Luther Burbank Savings



4:25 pm - 6:00 pmClosing Cocktail Reception
California Ballroom Foyer & San Diego Ballroom


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