IPA Multifamily Forum: Houston

Start:
Feb 5, 2020, 7:15 AM
End:
Feb 5, 2020, 1:00 PM
Venue:
Petroleum Club

About IPA Multifamily Forum: Houston

Each year, the Marcus & Millichap / IPA Multifamily Forum: Houston hosts 350 to 450 of the most prominent multifamily developers, investors, owners and operators from the region and across the country to discuss opportunities and activity in the greater Houston apartment market. This event offers a powerful platform to discuss multifamily trends in the fourth largest metro in the country.
Already involved in the 2020 conference are multifamily executives from Alliance Residential, Allied Orion Group, Asset Plus, Buckhead Investment Partners, Caldwell Companies, Cortland Partners, Eastham Capital, Greystar, GWR Equities, Hines, Howard Hughes Corporation, Indus Management, Kairoi Residential, Kaplan Companies, Marquette Companies, Midway Companies, Mill Creek Residential, Morgan Group, Mosaic Residential, PM Realty, Radius Properties, Thrive, Veritas Equity Management and Westmount Realty Capital, among others.
Sessions include the annual Marcus & Millichap market update presentation comparing the Houston market to comparable markets around the country, as well as incisive panels discussing tenants trends, design, construction, financing, equity investment, development, value add, operational best practices and new technology. In addition, select attendees may participate in one of the closed-door discussions. Inquire for more information about these special invite-only sessions.
The Multifamily Forum is a full morning (7:30 am to 1:15 pm) and followed after lunch by the Marcus & Millichap Retail Forum, a companion event focusing upon retail real estate trends, challenges and opportunities in Houston. The Retail Forum is not included with your registration to the Multifamily Forum. Contact us if you’d like receive a discount to attend both conferences.

Speakers

Ken Valach
Chief Executive Officer Trammell Crow Residential
Swapnil Agarwal
Founder & Managing Principal Nitya Capital
Abe Bhimani
Founding Partner Mosaic Residential
Brandt Brown
COO & CFO Westmount Realty Capital
Zach Dovner
Head of Acquisitions Eastham Capital
Greg Finch
Founder & President Hilltop Residential
View More (15)
Chris Finlay
Chairman & CEO Lloyd Jones Capital
Paul Layne
President – Central Region Howard Hughes Corporation
David Lazarus
Principal LEM Capital
Andreis Lewis
Executive Vice President CityR Group
Bryant Nail
EVP & Managing Director – Multifamily Madison Marquette
JP Newman
Principal Thrive FP
Larry Sloan
EVP – Investments & Development Midway
Jonathan Tucker
EVP – Operations & Facilities Cortland Partners
Kari Warren
EVP – Property Operations Kairoi Residential
Michael D’Onofrio
Managing Director Engineered Tax Services
Bobby Khorshidi
President & Principal Archway Fund
Greg K. Miskovsky
Senior Vice President Marcus & Millichap Capital Corporation
Ford Noe
Regional Manager Marcus & Millichap
Jay Porterfield
Principal PGIM
John Sebree
Senior Vice President National Director, Multifamily Marcus & Millichap

Sponsors

ENGINEERED TAX SERVICES
PGIM REAL ESTATE FINANCE
Archway Fund
ASSESSMENT TECHNOLOGIES
Comm-Fit
Parkview Financial, LLC
Skyline Cabinetry

Agenda

7:15 AM Networking Breakfast & Registration

8:00 AM Opening Remarks

8:10 AM Multifamily State of the Market: Houston vs. National Markets

John Sebree will present the current state of the market, comparing and contrasting trends across Houston – San Antonio with other high-growth markets across the country. In addition to hard-hitting statistics, John will reveal the results of the proprietary owner survey that will show you what your peers are thinking with regard to their planned investment and divestment activity in the coming year.

Presented by:

John Sebree, Senior Vice President / National Director, Multifamily, Marcus & Millichap

8:50 AM Morning Keynote Fireside Chat with Ken Valach, CEO, Trammell Crow Residential

Ken Valach, CEO of Trammell Crow Residential will share his personal strategies for success and insight on the state of Multifamily in Houston and across Texas.

9:25 AM The Comeback Kid: State of the Market & New Development

Despite uncertainty around rent growth and a soft market performance, investment in Houston hasn’t slowed down. Houston has certainly seen worse and developers don’t appear phased about the future, with deliveries expected to almost double in 2020. Houston’s rebounding economy, strong job & population growth, and high employment rate, have the city poised to remain one of the top markets in the country for multifamily investment.

How will the political climate influence the market
What can you expect in 2020 in terms of rent growth
Is anyone really investing in Opportunity Zones
How will the current state of Oil & Gas that impact local investment
Which area submarkets are will be the most desirable in the coming year

10:05 AM Networking Break

Enjoy a delicious mid-morning snack and refreshments, while mingling and comparing notes with active developers, real estate managers, owners, investors, and capital sources.

10:15 AM Tax Free Forever: New Info just released about Opportunity Zones and Tax Policy Changes

Join this workshop to get the latest updates and changes to Qualified Opportunity Zones recently released out of Washington DC. Changes open up new avenues of value creation, real estate deal structuring, advanced tax credit and incentive strategies that go to the bottom line.

Presented by:

Mike D’Onofrio, Managing Director, Engineered Tax Services

10:50 AM Banking On It: Financing & Investment Strategies

Texas leads the nation in multifamily investment. There’s an abundance of capital available for the Houston area, including the continued influx from foreign entities. While interest rates remain low, institutional investors are still cautious and lenders still selective. More and more are seeking non-traditional solutions.

What are the best strategies for getting deals done in 2020
Which fundamentals should you be paying attention to
Which alternative lenders are the right fit for your organization
Which foreign investors are the biggest players in this market

11:35 AM A Tight Ship: Best Practices in Property Management & Operations

While the Amenities Arms race continues full speed ahead, the greatest challenge for Houston property managers, like many across the country, remains finding and retaining quality talent. Millennials & Generation Y are demanding that their employers take a holistic approach to their long-term employment satisfaction. This same population segment is also making record high demands as tenants, where everything customer service is now automated and suitable for their smart-tech, sustainable, work-from-home lifestyles.

How do you create the ideal company culture for attracting and holding onto young talent
Which PropTech solutions will set you apart from your competitors
Which automated tenant-facing and building monitoring technologies will help you save money
How has industry consolidation including the increase of developers-turned-operators impacted your business

12:20 PM Clear Skies Ahead: Value-add & Investment Opportunities

Houston has recently been ranked the top “buy” market in the country. The city’s mid-size Class B&C properties and workforce housing opportunities attract investors from around the country. Like other markets across the state, Houstin is an incredibly competitive market making finding the right deals a great challenge.

In 2020, which area submarkets will you see the greatest ROI
Which underwriting assumptions should you be working with
What are the best strategies for retrofitting older properties with newer technologies
How can you stay competitive in the midst of rising renovation costs

1:00 PM Closing Remarks