RealInsight: 4th Annual Texas Multifamily Summit 2018

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RealInsight: 4th Annual Texas Multifamily Summit 2018

Thursday, September 13, 2018 (All day) to Friday, September 14, 2018 (All day)


In mid-September, national and regional multifamily owners, investors, financiers and developers active in Texas are convening at the Omni Hotel in Austin for the fourth annual RealInsight Texas Multifamily Summit.

This year’s conference kicks off on Thursday, September 13 with the Welcome Reception and private dinners, followed by the full conference on Friday, September 14, including educational panels, market data presentations, interactive workshops, and closed-door peer-to-peer roundtables. We encourage you to bring the family and make a weekend of it in Austin!

This year’s conference is largely closed to service providers and vendors, who may only join through a handful of select sponsorship opportunities. The event is curated to create a powerful networking and learning experience unparalleled in the industry. Participants will be provided with access to the one-on-one meeting app to set up meetings with other attendees to maximize the impact of their time.

Registration is on an invite-only basis to qualified principals; request an invitation today. 

For more information: RealInsight: 4th Annual Texas Multifamily Summit 2018


Organizer / Producer



OrganizerRachel GoldenCall (347) 689-4706
RegistrationScott MillikenCall (646) 862-9912
RegistrationAmber CollinsCall (646) 862-6133


Thursday, September 13

5:00 PM

Welcome Reception

7:00 PM

Private Dinners & One-on-One Meetings

Friday, September 14

7:30 AM

Breakfast & Registration

8:30 AM

Opening Remarks

8:40 AM

Market Presentation – John Sebree, Marcus & Millichap

Learn how the Texas multifamily market compares to other key markets across the country. John Sebree, Director of Marcus & Millichap’s National Multi Housing Group, presents the latest data on apartment property construction, demand, supply, pricing and more across key Texas markets such as Austin/San Antonio, Dallas/Fort Worth, and Houston.

9:15 AM

Track A: Opening Panel:
Lone Star Rising: Development & Investment Activity & Trends

Multifamily leaders all over the country are more active in Texas than they’ve ever been. The major metro markets of Austin, San Antonio, Dallas, Fort Worth, and Houston standout nationwide as having experienced exciting demographic changes and tremendous growth. But for many, this has resulted in a multitude of issues around oversupply and slow rent growth. What is the industry doing to not over-dilute the local market? Which tertiary markets should investors be keeping their eyes on? Additionally, what are developers doing to manage the resulting increased construction and labor costs?

Concurrent Track B:
Operational Excellence Roundtable

10:00 AM

Track A: Panel Session:
Like Gold Dust: Capital Markets

Texas multifamily has become a hot commodity, for both national and foreign investors. With strong economic growth, the influx of corporations’ headquarters, and consequently persistent job growth, Texas is likely to see large amounts of capital from global sources. What does this mean for local investors and developers? At the same time, equity financing has become increasingly challenging to secure. The relative value of core, core-plus and value-add is changing… how do we measure it?

10:35 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.

11:20 AM

Track A: Panel Session:
Bang for Your Buck: Value-add & Upgrades

The overall market for value-add in Texas remains strong compared to many other regions nationwide. The ROI on B&C class properties has been growing, where relatively inexpensive upgrades can generate higher rents and returns. With oversupply on top of mind, which Texas tertiary markets stand to be the best investment in 2019? What creative revenue streams are being implemented?

Concurrent Track B:
Texas New Development Roundtable

12:00 PM

Track A: Panel Session:
Living in High Cotton: Property Management Innovations and Technology

Texas is where people want to be. While Austin has become a major technology hub, Houston and San Antonio have been undergoing immense revitalization efforts, and the economy in Dallas is booming! Operationally, multifamily owners have been struggling to find qualified staff due to extreme hiring competition. What are the best strategies for recruiting/training staff outside the industry and incentivizing them to stay long-term? Separately, what do these tech savvy tenants expect in terms of service and amenities from an industry that’s historically been behind the curve?

12:40 PM

Networking Lunch

12:50 PM

Concurrent Track B:
Workshop – New Trump Administration Updates: Federal, State and Local Energy & Specialty Tax Incentives

1:25 PM

Afternoon Keynote

1:55 PM

Attendee Reception


Will Balthrope Vice President of Investments Marcus & Millichap
Will Balthrope is a vice president investments at Marcus & Millichap and senior director of the firm’s National Multi Housing Group. He possesses more than 25 years of commercial real estate experience, specializing in multi-family property sales. Since 2003, Mr. Balthrope has closed more than $2.8 billion in multi-family transactions nationally for both private and institutional sellers, including banks and special servicers. View Profile
Lindsay Colbert COO Presidium Group
Christopher Finlay Chairman Lloyd Jones Capital
Chris Finlay began investing in real estate early in his career as a commercial airline pilot with Eastern Airlines. Casual investing soon evolved into a major commercial real estate business, and in 1983 Chris resigned from Eastern to concentrate exclusively on the Finlay Company. During the ensuing years, Chris grew the company into one of the largest real estate firms in New England with offices throughout the region
Courtney Gaines President CLEAR Property Management
Hailey Ghalib Executive Managing Director, Development & Portfolio Management USAA Real Estate Company
As Executive Managing Director for USAA Real Estate Company, Hailey provides leadership for the company’s multifamily business unit and oversees its multifamily development program nationally. Additionally, Hailey’s responsibilities include multifamily investment strategy, identifying multifamily and senior housing investment opportunities, and overseeing transaction and development program execution. In her capacity as Portfolio Manager, Hailey manages investment programs sponsored by USAA Real Estate Company with an ongoing focus on maximizing value and risk adjusted returns for the Investors. View Profile
Michael Kirby Managing Director - Director of North American Real Estate Operations Invesco
Joe Lubeck CEO American Landmark and Electra America
Madison Marceau President - Aquisitions Kairoi Residential
Stephen J. Mastor Managing Partner Phoenix Capital Partners
Mr. Mastor co-founded Phoenix Capital, and today serves as its Managing Partner. Mr. Mastor is a member of the Investment Committee and is responsible for expanding investor client relationships, formulating new investment strategies and planning the long term growth of the firm. View Profile
Will McIntosh Global Head of Research USAA Real Estate Company
As Global Head of Research for USAA Real Estate Company, Will is responsible for assisting with the development of commercial real estate investment strategy and managing in-house global research with the objective of informing and enhancing the real estate investment process. View Profile
David Ott Development Partner - Austin, Houston, San Antonio & Chicago Hanover Company
Ralph Pickett CEO & President LivCor
Norman Radow Chief Executive Officer RADCO Residential
Norman Radow’s vision when establishing The RADCO Companies in 1994 was borne out of a lifelong passion to make neighborhoods and people’s lives better. RADCO’s first project was the redevelopment of a distressed 53-story Atlanta hotel, office, and condominium tower, which later became the Four Seasons Hotel. The notable turnaround project put the company on the map and more than 100 successful projects later, RADCO remains a fearless, successful, and flexible leader in the real estate industry. View Profile
Mary Trevino Managing Director - Office of Investments, Multi-Family Hines
Mike Ballard Partner Ascent Multifamily Accounting
Mike Ballard is a partner at Ascent Multifamily Accounting. View Profile
Mike D'Onofrio Managing Director Engineered Tax Services
Michael has a strong background in the energy industry. Prior to joining Engineered Tax Services as a Director focused on Green Energy Tax Benefits for clients, Michael was a Partner at Treasure Coast Capital Partners, specializing in renewable energy and real estate development and he was also the founder & COO at NewGen Technologies And ReFuel America. View Profile
Mark Hart Architect Mark Hart Architecture
Lauren Martinelli Director of Operations Implicity Management Company
Lauren began her career in Multi- Family management as a Community Director on a one person property of 100 units when she joined the Implicity team and within a year was promoted to the corporate office as to develop a training department and streamlining processes for efficiency. Lauren was promoted to Director of Training and Implementation very quickly and subsequently to Director of Operations. Lauren is great what she does and works with associates to master Implicity Policy and Procedure, while implementing and using Technology to work smarter and not harder.
Jeff Rosenfeld COO Adivo Construction
Justin Short Managing Director Hunt Mortgage Group
Justin Short is the Managing Director at Hunt Mortgage Group. View Profile
John Kiltz Managing Partner Stonelake Capital Partners
David Reece Senior Vice President Finance and Capital Markets Gables Residential
Carleton Riser President Transwestern Development Company
Carleton serves as president of Transwestern Development Company and is based in Houston. He is responsible for day-to-day management of the company and works with the regional development officers on business development and project execution. View Profile
Sue Vickery Managing Director, Resident Experience- West Trammell Crow Residential
Sue has been with TCR since 2000. Based in Austin, she performs the Resident Experience role for the western US. In her position, she is involved in the predevelopment process, plan review and interior design direction, determining overall property themes and sourcing the latest technologies and amenities for inclusion in each deal. In addition to product advancement, Sue also helps to oversee the TCR resident feedback programs, consisting of touch-point surveys, on-line forums, and focus groups. Sue’s current portfolio is valued at over $2.5 billion. Prior to moving exclusively into a development role in 2016, Sue ran Asset Management for the western US, where her portfolio was valued up to $1.3 billion. Sue also oversaw the placement of equity from TCR’s acquisition fund with AEW, and served as the Fort Hood housing Operations Director. Prior to joining TCR, Sue was Vice President of Acquisitions for CWS Apartment Homes, LLC, placing over $25 million of equity in two years and purchasing 10 multi-family properties in a variety of markets. Sue holds a BS in Business from Towson University.
Scott LaMontagne Managing Director Jones Lang LaSalle
Scott D. LaMontagne is a Managing Director within Jones Lang LaSalle’s Capital Markets group. Scott is responsible for the Central Texas Multifamily service line. Scott and his team are focused on establishing and maintaining client relationships, and providing advisory, transactional, debt structures and equity sourcing services to multifamily owners and developers. View Profile
Mike Rovito CEO Dwelo
Mike Rovito is the CEO at Dwelo. Dwelo provides simple, seamless, smart apartments to the owners and managers of multifamily communities. He has been instrumental in Dwelo’s growth to over 100 multifamily communities across the U.S.. Prior to Dwelo, Mike led EMVRS (now Infisense) an IoT startup for measuring and verifying energy savings in buildings. Mike also worked as a consultant at ERS, where he helped commercial real estate owners invest in energy efficiency.

Lead Sponsor


Organizer / Producer

Omni Austin Hotel Downtown
700 San Jacinto at 8th Street
Austin, TX 78701
United States