Multifamily Council - Western National Group

Transcription

Multifamily Council
SILVER FLIGHT
Council Member Directory
2012-2013
Multifamily Council
SILVER FLIGHT
Alphabetical Member List
Morgan T. Anderson ...................................3
Kelli Lawrence ..........................................33
Russell Appel...............................................4
Mark Adams Leary ....................................34
Will Balthrope.............................................5
Jeremiah Lucey..........................................35
Quinn R. Barton...........................................6
Donald D. MacKenzie ...............................36
Laura A. Beuerlein........................................7
Alan P. Mark ............................................37
Matthew Birenbaum.....................................8
David C. Martin.........................................38
Buck Blessing ..............................................9
Jamie B. May............................................39
Marshall Boyd ..........................................10
Nyal McDonough .....................................40
Thomas C. Brink........................................11
Michael McRoberts....................................41
G. Kent Collins..........................................12
Manuel Menendez.....................................42
Michael Collins..........................................13
Donald J. Meyer........................................43
Thomas P. Cox...........................................14
Keith T. Misner...........................................44
Robert E. DeWitt........................................15
Gleb Nechayev.........................................45
Peter DiCorpo............................................16
Randy Nichols...........................................46
Steven L. Eggert ........................................17
Mark A. Petersen.......................................47
Jonathan D. Fore........................................18
Edward J. Ryder.........................................48
Michael M. Fulton, II .................................19
Jun Sakumoto............................................49
Shelton S. Getter........................................20
Tim Shaughnessy ......................................50
Bradley P. Griggs.......................................21
Geoffrey L. Stack.......................................51
Patrick Harper...........................................22
Mark H. Stern............................................52
Alison Hawkins..........................................23
Spencer Stuart, Jr.......................................53
Arthur J. Hill..............................................24
Gary A. Teague.........................................54
Grace Huebscher.......................................25
Thomas W. Toomey....................................55
Steven P. Jasa............................................26
Warren L. Troupe.......................................56
Debby Jenkins...........................................27
R. Warren Walters.....................................57
Robert J. Jennett.........................................28
Timothy White ..........................................58
Gary L. Kauffman.......................................29
William E. Whitlow ...................................59
Robert S. Keith...........................................30
John R. Williams........................................60
Mitchell W. Kiffe........................................31
Michael A. Zoellner....................................61
Brian F. Lavin ............................................32
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Morgan T. Anderson, CPCU, ARM
Area Vice President, Real Estate & Hospitality Practice Leader – Orange County
Arthur J. Gallagher Risk Management Services
a: 15 Enterprise, Suite 200, Aliso Viejo, CA 92656
p: (949) 349-9811
e: [email protected]
Morgan Anderson is the Real Estate & Hospitality Practice Leader in Gallagher’s Orange County,
CA office where he’s responsible for the design, marketing and implementation of insurance and risk
management programs for his clients. Gallagher is one of the world’s largest insurance brokerage and
risk management services firms, providing a full range of retail and wholesale property/casualty (P/C)
brokerage and alternative risk transfer services, as well as employee benefit brokerage, consulting
and actuarial services. Having joined Arthur J. Gallagher & Co. in 2004, he has 11 years insurance
industry experience including, but not limited to, complex all risk property insurance programs including
earthquake, flood, wind and terrorism exposures, management liability and general liability coverages.
Prior to joining Gallagher, Mr. Anderson was Vice President with Aon Risk Services of Southern California
where he was responsible for acquisition of new client partnerships for the firm across North America.
Mr. Anderson holds a Bachelors of Business Administration in both Marketing and
Organizational Behavior from Southern Methodist University. He holds the Chartered Property &
Casualty Underwriter (CPCU) and Associate in Risk Management (ARM) designations and is a licensed
general lines and surplus lines agent. Morgan is heavily involved in the Urban Land Institute serving on
the National Multi-‐Family Silver Council, the Orange County District Council Advisory Board and the
Orange County Capital Markets Initiative Council. He is also a member of the National Association
of Industrial & Office properties as well as an Advisory Board member of the University of California
Irvine’s Center for Real Estate. Mr. Anderson was recently named by Risk & Insurance Magazine as a
2011 “Power Broker” in Real Estate Risk Management.
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Russell Appel
President
Praedium Group, LLC
a: 825 Third Avenue, 36th Floor, New York, NY 10022
p: (212) 224-5666
A founder of The Praedium Group and its President, Russell Appel has been building the Company
since 1991 and has overseen all aspects of The Praedium Group’s activities, including its strategy and
its investment policy. In addition to his responsibilities with The Praedium Group, Mr. Appel ran CSFB’s
Commercial Mortgage Finance business from 1991 to 1994, where he became a Managing Director.
At CSFB, Mr. Appel supervised the execution of commercial and multifamily asset securitization and sale
advisory assignments totaling in excess of $13 billion. Prior to joining CSFB in 1991 and his association
with The Praedium Group, Mr. Appel was a Vice President in the Real Estate Department of Goldman
Sachs & Co. for five years. At Goldman Sachs, he was involved in real estate-related sales, financings,
mergers and acquisitions and capital markets transactions totaling in excess of $3 billion.
Mr. Appel holds a BS in Economics (magna cum laude) and an MBA (with distinction) from the Wharton
School of the University of Pennsylvania. He served as Chairman of the Board of Directors of the Pension
Real Estate Association between 2008 and 2010, and he has previously held the positions of Vice
Chairman, Treasurer and Board Member.
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Will Balthrope
Texas Senior Director
Institutional Property Advisors
a: 14185 North Dallas Parkway, Suite 650, Dallas, TX 75254
p: (972) 755-5160
Will Balthrope is Senior Director of Institutional Property Advisors (IPA), a Marcus & Millichap Company
(M&M). He possesses more than 25 years of commercial real estate experience, specializing in multifamily property sales. Since 2000, Mr. Balthrope has closed more than more than $4 billion in multifamily transactions nationally for both institutional and private sellers.
Mr. Balthrope is currently ranked as one of the top producers nationally with IPA/M&M. His success
earned him the distinction of being M&M’s #1 producing broker in Texas from 2007-2011, his first five
years with the firm, and he has been a member of the elite Chairman’s Club in 2007, 2010 and 2011.
Prior to joining IPA/M&M, he was a top producer for Cushman & Wakefield. Mr. Balthrope’s success
ranked him as C&W’s #1 apartment broker in the nation in 2003, as well as the Dallas office’s #1
producer from 2003-2005.
Mr. Balthrope formerly served as Chairman of the Silver Multifamily Council of the ULI, and is currently
a board member of the National Multi Housing Council. Mr. Balthrope appears frequently as a guest
speaker at industry events and is often quoted in the media. He also has lectured MBA classes at
Southern Methodist University. His client list includes REITs, pension funds, private investment companies,
local and national investors, banks and special servicers.
Mr. Balthrope holds an MBA degree, with an emphasis in real estate, from Southern Methodist University,
and received his bachelor’s degree in English from Colorado College in Colorado Springs, Colorado.
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Quinn R. Barton
Managing Partner
Carmel Partners, Inc.
a: 55 East 59th Street, 17th Floor, New York, NY 10022
p: (646) 233-4887
Quinn Barton is a Managing Partner at Carmel Partners, a San Francisco based real estate private
equity firm that specializes in the multifamily real estate investments. He joined Carmel in 2009 to open
Carmel’s New York City office and to focus on investments in the debt sector.
Prior to Carmel, Mr. Barton was at Bank of America where he served as head of CMBS trading. He
has approximately twenty years of CMBS and real estate finance experience. Prior to Bank of America,
Barton worked for Natixis Real Estate Capital as head of B-Note & Mezz trading and distribution and
worked in CMBS primary and secondary trading at both RBS Greenwich Capital and JP Morgan earlier
in his career.
He earned a BA in Economics from Washington & Lee University and an MBA in Finance from The
George Washington University.
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Laura A. Beuerlein
Executive Vice President-Marketing
Heritage Title Company of Austin, Inc.
a: 2630 Exposition Blvd., Suite G-12, Austin, TX 78703
p: (512) 505-5000
A Texas native, Laura Anderson Beuerlein holds a B.A. and a B.S. degree from the University of Texas at
Austin. Ms. Beuerlein joined Heritage Title in 1986 as a commercial marketing officer and became Senior
Vice President of Marketing and owner/partner in 1989. As the Executive Vice President of Marketing, she
specializes in providing a full range of title insurance services to a wide variety of clientele.
With experience in all types of commercial property, it is through Ms. Beuerlein’s expertise in the multi-family
investment property arena that Heritage Title has become one of the premier title companies in the country to
handle both single asset and portfolio transactions. Her client list is heavily weighted with both institutional
and private investors. With a commitment to superior customer service, she has helped ensure that Heritage
clients are provided with thorough, extensive market research and information that is second to none.
Active in business, civic and charitable activities, Ms. Beuerlein is currently serving her seventh term on the
Executive Committee of the National Multi-Family Housing Council and is the Chair of Membership. She is a
member of the Urban Land Institute and serves as Vice Chair of Programs for the Multi-Family Silver Council.
For the ULI Austin chapter, she serves on the Executive Committee, and is also the Vice Chair of Sponsorship.
She served for five terms on the Executive Committee of the Real Estate Council of Austin, just completed her
20th year on the Board of Directors; and, she served as secretary of its Board in 2001. Ms. Beuerlein is a
founding member of the Austin Chapter of Commercial Real Estate Women (CREW) and is a Past President
of the West Austin Youth League. She is currently serving on the Board of Directors for The University of Texas
Elementary School, a charter school in East Austin. She previously was the Co-Chair of the Finance Council
for the United Way of Austin, and is a past Board Member of Big Brothers/Big Sisters, The American Cancer
Society, the Business Council of St. Edward’s University, the Board of Directors of the Zachary Scott Theatre,
Friends of the Blanton Museum of Art, and the Austin Chamber of Commerce.
Laura is married and has three boys, William, James and Richard, with her husband, Steve.
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Matthew Birenbaum
AvalonBay Communities
a: 671 N. Glebe Road, Suite 800, Arlington, VA 22203
p: (703) 317-4601
Matthew Birenbaum has recently been appointed Executive Vice President of Corporate Strategy for
AvalonBay Communities, Inc., one of the leading publicly traded real estate investment trusts focused on
the multifamily residential sector (NYSE:AVB). In this position, Mr. Birenbaum plays a leadership role in
developing investment strategy, as well as having oversight responsibility for the Market Research, Brand
Strategy and Design functions within the company. He brings over twenty years of experience in real
estate development and investment in senior positions with some of the most highly regarded firms in the
Washington Metropolitan area, including previous service with AvalonBay in prior decades.
Most recently, Mr. Birenbaum had been the founding principal of Abbey Road Property Group, a
boutique development and investment firm focused on infill multifamily and mixed-use projects in the
greater Washington area. Prior to founding Abbey Road, he was Senior Vice President at EYA from 20032006 (formerly Eakin/Youngentob Associates), responsible for directing and supervising all activities in
the land acquisition and development group for this award-winning builder/developer of architecturally
distinguished townhomes and condominiums. Prior to his experience at EYA, Mr. Birenbaum spent over
seven years at AvalonBay Communities, Inc. in his first stint there, developing a wide variety of luxury
rental communities in formats ranging from garden apartments to midrise with structured parking to
highrise with ground floor retail and underground parking. Upon his departure from AvalonBay, he was
Regional Vice President of Development with responsibility for the Washington, DC, New Jersey and
Chicago regions. Earlier experience includes work with Tishman Speyer Properties in both Houston and
Northern Virginia, developing residential, office and retail uses.
Mr. Birenbaum holds a Master of Management degree in real estate and finance from the J.L. Kellogg
Graduate School of Management at Northwestern University, where he graduated with honors, and an
undergraduate degree in urban studies from Brown University, where he graduated phi beta kappa. He
serves on the board of the L’Enfant Trust, a historic preservation group in Washington, DC.
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Buck Blessing
CEO
Griffis/Blessing, Inc.
a: 102 N. Cascade Ave., Suite 550, Colorado Springs, CO 80903
p: (719) 520-1234
Since founding Griffis/Blessing, Inc. in 1985, Mr. Blessing has been instrumental in all aspects pertaining
to the company’s dramatic growth and has directed the acquisition and disposition of properties valued
at over $500 million, including thousands of multifamily units. He is an authority in the real estate field
and has extensive expertise in investment strategy and real estate markets. Griffis/Blessing currently
manages over a billion dollars of assets, including approximately 4,500 apartment units.
Mr. Blessing was appointed by Governor Romer to the Colorado Real Estate Commission in 1997 (reappointed by Governor Owens in 2000) and served on that commission for six years, including two
years as its Chairman. In 2009, he was appointed to the Colorado State Land Board by Governor Ritter
and currently serves as its President.
Mr. Blessing is active in the Colorado community and is a Director of UMB Bank and a member of
the Young Presidents Organization (YPO). His past involvement includes: President of the Board, and
subsequently Co-chairman of the Capital Campaign, for the Colorado Springs Fine Arts Center, Co-Chair
of the Pikes Peak United Way Alexis De Toqueville Society, Chairman of the Pikes Peak Region Better
Business Bureau, President of the Downtown Partnership, Chairman of the Community Development
Advisory Board, President of the Southern Colorado Chapter of the Institute of Real Estate Management,
Chairman of the Colorado College Business and Community Alliance, and President of the Business
of Arts Center Board. Mr. Blessing has also served as Director or Trustee on several other boards and
foundations, including the Pikes Peak Community Foundation.
Mr. Blessing’s professional and civic recognitions include: Colorado Springs Chamber of Commerce
“Small Business Person of the Year,” and one of Colorado Business Journal’s ‘Colorado Climbers’
recognizing “40 New Leaders 40 and Under.” In 1992, Griffis/Blessing was recognized in Inc.
magazine’s “Inc. 500” as one of the 500 fastest growing privately held companies in America. In 2006,
Mr. Blessing received the Colorado College Business and Community Alliance Partner in Service Award.
Mr. Blessing graduated from The Colorado College with a Bachelor of Arts degree.
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Marshall Boyd
President
Interstate Equities Corporation
a: 4970 El Camino Real Suite 220, Los Altos, CA 94022
p: (650) 917-8600
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Thomas C. Brink
Vice President
RTKL Associates, Inc.
a: 1717 Pacific Avenue, Dallas, TX 75201
p: (214) 468-7678
Since joining RTKL in 1984, Tom Brink has spent his career creating innovative, award-winning residential
and retail-driven mixed-use projects. His extensive experience with retail design and the spectrum of
multifamily project types from townhouses to high-rises and renovations has given Mr. Brink a thorough
understanding of issues and trends in both industries. His design expertise, along with his familiarity with
urban design issues and the public process, has created a potent ability to conceive of highly effective
project solutions.
Mr. Brink brings talent and solution-based knowledge to projects. His work has been recognized by many
organizations including AIA, APA, National Association of Homebuilders, SADI, International Downtown
Association, and ICSC. Throughout his career, Mr. Brink has served as panelist and moderator for
numerous organizations including the ULI “Developing Intown Housing” and “Placemaking” conferences.
He is also a frequent contributor to various industry publications.
Recent projects include the second phase of the Domain in Austin, the Cosmopolitan Condominium
Tower in San Juan, The Mashrabiya Tower in Dubai, and a 4.5-million-square-foot mixed-use center in
Chengdu, China.
Mr. Brink received both a Bachelor of Architecture and a Master of Architecture from the University of
Illinois. He is a member of the Urban Land Institute, American Institute of Architects, the International
Council of Shopping Centers, and the Texas Society of Architects.
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G. Kent Collins
Principal
Centro Development, LLC
a: 2905 San Gabriel St., Suite 207, Austin, TX 78705
p: (512) 474-8700
Mr. Collins is the principal at Centro Development, LLC, an Austin-based real estate development
company that specializes in urban infill mixed-use and residential properties. He has been at the
forefront of developing vertical mixed-use projects in Albuquerque, Austin, and Houston for the last 15
years. He is currently developing a 357 unit apartment project with ground floor retail in South Austin,
a 250 unit project near downtown San Antonio, and a 300 apt. tower as part of the Seaholm Power
Plant Re-Development in downtown Austin.
Community involvement is important to Mr. Collins also and he has served as Chair of the Downtown
Austin Alliance, the Heritage Society of Austin, and the Advisory Council of the School of Architecture,
at the University of Texas at Austin. He has also served on the boards of the Real Estate Council of
Austin, the Houston Midtown Management District, and Preservation Dallas.
Prior to Centro Development, LLC, Mr. Collins was a Senior Vice President for Development at Post
Properties, Inc., where he developed a two-phase, 650-unit urban apartment development with 30,000
sq. ft. of retail space in the Midtown neighborhood adjacent to downtown Houston. He also negotiated
a $2.5 million public-private partnership with the City of Houston and the Midtown Redevelopment
Authority in Austin, and developed a $22 million, mixed-use project in a public-private partnership on
leased city-owned land. He also secured $6 million in historic tax credits for the Rice Lofts joint venture,
a housing and retail project in downtown Houston, Texas.
While with Central Dallas Association, in Dallas, Texas, Mr. Collins was Project Manager for the Dallas
City Center. He led a development task force to re-develop a 22 blocks of downtown Dallas to jumpstart revitalization of the area. Mr. Collins served as Associate Project Manager for the Walt Disney
Company, in Disney Design & Development (WDI), in Glendale, California on the Tokyo Disneyland
Portfolio. While there Mr. Collins managed WDI efforts through construction of a $23-million theme park
attraction called the Swiss Family Robinson Tree House at Tokyo Disneyland.
Mr. Collins earned his Bachelor of Architecture at the University of Texas, Austin and his MBA at the
University of California, Los Angeles.
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Michael Collins
Executive Managing Director, West Region
Mill Creek Residential Trust LLC
a: 1810 Gateway Drive, Suite 240, San Mateo, CA 94404
p: (650) 578-5052
Michael A. Collins serves as the Executive Managing Director for Mill Creek Residential Trust LLC and
is based in San Mateo, California. Mike is responsible for all of the firm’s development, construction
and finance activities for the Western United States. Prior to joining Mill Creek Residential, Mike served
as Executive Managing Director of the Western United States for Trammell Crow Residential. During
his leadership as EMD, West Coast Division he developed over 5,000 units with a total capitalization
of over $1.2 billion, since 2001. Prior to his role as EMD, Mike served as the Chief Financial Officer
for Trammell Crow Residential for 3 years and as the Chief Financial Officer of the TCR West Coast
Property Management subsidiary for 6 years. Mike joined TCR in 1989. Prior to joining TCR, Mike
was an auditor with Arthur Young. Mike is a Certified Public Accountant. A native of California, Mike
received a BA from the University of San Francisco. He is a member of the Multifamily Council of the
Urban Land Institute.
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Thomas P. Cox
CEO
TCA Architects
a: 801 South Grand Ave., Suite 1020, Los Angeles, CA 90017
p: (949) 862-0270 or (213) 553-1100
Thomas Cox, AIA, LEED AP is Chief Executive Officer of TCA. He has over 30 years of experience in
architecture, planning and urban design. Mr. Cox has successfully positioned TCA as a recognized
leader in multifamily housing with a portfolio that includes high-density, urban infill, mixed-use, TOD,
affordable, student and senior housing. TCA has been recognized for design excellence by: Congress
for the New Urbanism (CNU), American Institute of Architects (AIA), Urban Land Institute (ULI), National
Association Home Builders (Pillar of the Industry), Pacific Coast Builders Conference (Gold Nugget), and
the Korean Institute of Architecture.
Thom’s creative energy is focused on designing exceptional housing and urban development solutions
that add value for not only owners and residents alike, but also for the communities in which they are
built. Under his guidance, TCA has designed numerous projects for many of the nation’s leading and
most recognized multi-family developers. Today, TCA has a reputation for design excellence, creativity
and high performance delivery.
Mr. Cox serves as a Member and Governor of Urban Land Institute and sits on the Multifamily Silver
Product Council. He enjoys sharing his knowledge of housing and passion for design by speaking at
and participating on multifamily housing panels at industry events nation-wide, including; PCBC, MultiFamily Trends, BALA, Multi-Family Executive, USC, NAHB and NMHC.
Thom graduated from Cal Poly Pomona with a Masters Degree in Architecture and served his country
in the United States Navy, Submarine Service. Thom and Su, his wife of 45 years, have two daughters
Sarah and Hannah, and granddaughter Stella.
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Robert E. DeWitt
Vice-Chairman/President/Chief Executive Officer
GID Investment Advisers LLC
a: 125 High Street, High Street Tower, 27th Floor, Boston, MA 02110
p: (617) 854-6672
Mr. DeWitt is responsible for implementing the strategic goals and objectives of GID. He gives direction
and leadership toward the achievement of the organization’s philosophy, mission, strategy, and its
annual goals and objectives. His duties and responsibilities include oversight responsibility and authority
for corporate strategy development, new client/equity partner sourcing and procurement, property
acquisitions and dispositions, client relations and overall management of the company.
Mr. DeWitt was previously Senior Vice President of Acquisitions and Chief Investment Officer. He joined
GID as Vice President of Acquisitions in 1987. From 1982 through 1987, he was Vice President of
Acquisitions at Winthrop Financial Associates, a major Boston-based national real estate investment
banking and syndication firm.
Mr. DeWitt received an MBA from The Amos Tuck School of Business Administration at Dartmouth
College in 1982, and a BA from Middlebury College in Middlebury, Vermont in 1978. Mr. DeWitt
represents GID in national trade organizations that further the business activities of GID. He serves as
Secretary and is a member of the Executive Committee of the Board of Directors of the National Multi
Housing Council, a member of the Pension Real Estate Association, a member of the Multifamily Silver
Council and the past Chair of the Multifamily Gold Council of the Urban Land Institute. He also serves
as Chairman of the National Multi Housing Council’s GSE Futures Task Force.
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Peter DiCorpo
President, US Managed Accounts Group
CB Richard Ellis Investors
a: 515 South Flower Street, Suite 3100, Los Angeles, CA 90071
p: (213) 683-4200
Peter DiCorpo has been with CB Richard Ellis Investors since 2008. He initially served as the firm’s
Global Chief Operating Officer with responsibility for the global execution of the company’s business
plan. In 2010, he served as President of CBREI’s European and UK businesses. With the completion of
the Europe, Asia, and Securities business of ING-REIM, Peter now oversees the $13 billion US Managed
Accounts Group. He is a member of the firm’s Global Leadership Team and is Chairman of the America’s
Operating Board.
Mr. DiCorpo is a seasoned real estate professional who has a broad range of experience in many
facets of the industry. He joined CBRE Investors from AIG Global Real Estate Investment Corp., where
he served in various capacities since 1995, including Chief Administrative Officer. He also served as
Head of Residential Production where he created a national investment team and oversaw all multifamily
investments.
Mr. DiCorpo earned a Bachelor of Arts degree in Mathematical Economics from Colgate University, a
Master of Arts degree in Professional Accounting from the University of Hartford and an MBA in Finance
and Management from New York University Stern School of Business. He is active in the National
Association of Real Estate Investment Managers, National Multi-Housing Council and is a member of
ULI’s Multifamily Silver Council (he was previously Vice-Chair of the Multifamily Blue Council).
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Steven L. Eggert
Co-Owner
St. Anton Partners
a: 1801 I Street Suite 200, Sacramento, CA 95811
p: (916) 444-9808
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Jonathan D. Fore
Vice President
Fore Property Company
a: 1741 Village Center Circle, Las Vegas, NV 89134
p: (702) 562-6050 ext 229
Jonathan Fore is Partner and Vice President at FORE Property Company, a full service real estate company
that develops, constructs and manages multifamily housing properties throughout the United States. Mr.
Fore is responsible for new development activities in Arizona, Nevada, California, Texas and Colorado.
Since joining the firm in 1999, Mr. Fore has developed over 3,500 multifamily units for the company.
Prior to joining FORE, he founded Web Responder, an Internet customer support company.
Mr. Fore graduated from the Marshall School of Business at the University of Southern California. He is
a member of the ULI Multifamily Council.
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Michael M. Fulton, II
Fulton Property Group LLC
a: 4040 Broadway St. Suite 404, San Antonio, TX 78209
p: (210) 468-1882
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Shelton S. Getter
Managing Director
BlackRock
a: 1 Financial Center, Boston, MA 02111
p: (617) 357-1315
Shelton Getter, Managing Director, is responsible for sourcing, structuring and negotiating primarily
value-added and development joint ventures with apartment, industrial, retail and office operators
as well as acquiring wholly owned investments in the Eastern US markets on behalf of BlackRock’s
institutional clients.
Mr. Getter has over 20 years of experience in various real estate positions including asset and portfolio
management, and dispositions with AEW Capital Management and Copley Real Estate Advisors. He
joined BlackRock in late 2003 to assist in developing a national Joint Venture Program, and has closed
over 75 venture transactions aggregating in excess of $3.5 Billion.
He is a member of the Urban Land Institute, the National Multi-Housing Council and the Real Estate
Finance Association (Boston Multi Family Council of the Chapter). Mr. Getter received a BA degree
from Hamilton College and an MBA degree from the Wharton School of Business at the University of
Pennsylvania.
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Bradley P. Griggs
President
CenterStreet Development, LLC
a: 500 La Gonda Way, Suite 295, Danville, CA 94526
p: (800) 285-2545
Bradley P. Griggs is a President and Founder of CenterStreet Development, LLC, a California-based
Multifamily Housing Company based in Danville, California. CenterStreet Development is focused on
building in-fill mixed-use developments in the San Francisco Bay Area and Southern California (see
www.centerstreetdevelopment.com). Brad is also a Co-Managing Partner of CenterStreet Housing, LLC,
which is focused on purchasing value-add mixed-use apartment communities within select markets.
Brad is a real estate industry veteran with a successful track record of investment and development
throughout the Western United States and across multiple product disciplines including hospitality,
for-sale homebuilding, and in-fill mixed-use apartments. Formerly, he was Executive Vice President/
Chief Investment Officer for BRE Properties, Inc., a publicly traded Real Estate Investment Trust (NYSE:
BRE); Senior Vice President with Security Capital Group’s Homestead Village; Project Director for The
Fieldstone Company; Director of Operations for M.J. Brock/Ryland Homes; and Division Manager for
Pacific Scene Properties, Inc.
Brad graduated with a degree in Architecture from California Polytechnic School at San Luis Obispo
and is a licensed California State Architect (#C15819). He has received recognition from Professional
Builder, Multifamily Executive, and other publications for his award winning developments and industry
leadership. He is a full time member of the Urban Land Institute and a member of the ULI Multifamily
Apartment Council.
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Patrick Harper
Managing Member
Harper Realty Group LLC
a: 2247 23rd Street, Boulder, CO 80302
p: (303) 759-1833
Patrick M. Harper is a managing member of Harper Realty Group, a privately held owner and operator
of multifamily real estate with locations in the Denver, Colorado metro area and Orange County,
California. With more than 14 years of real estate operational and managerial experience in the
multifamily industry, Mr. Harper co-founded Harper Realty Group with his brother, MacDougall Harper,
in 2004 and is responsible for operations, asset and property management.
In his role at Harper Realty Group, Mr. Harper identifies, analyzes and acquires apartment properties
in desirable locations and then applies a customer-focused management approach, providing superior
customer service for tenants, as well as building long-term value for the properties.
Previously, Mr. Harper served as Associate Vice President of Operations with United Dominion Realty
Trust, specializing in the turnaround of distressed assets and portfolios. As a principle member of the
troubled asset team, he leveraged his operational experience in the Southeast and Western US, serving
as an interim Area Director and in several Regional Director Positions.
His experience also includes Equity Residential Properties, where he completed the executive training
program for property management. While at Equity, he served as a Regional Marketing Director
responsible for the development of the Equity website, internet marketing and call center beta tests.
Mr. Harper received a BA in Economics from Loyola University of Chicago and is a member of The
Urban Land Institute and the Apartment Association of Metro Denver.
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Alison Hawkins
Principal – Capital Raising & Asset Management
Artemis Real Estate Partners
a: 2000 Avenue of the Stars, Suite 400 North Tower, Los Angeles, CA 90067
p: (323) 843-8352 or (415) 672-0621
Alison Hawkins is a Principal responsible for capital raising and asset management. Ms. Hawkins is
based in Los Angeles, California.
Prior to joining Artemis, from 2004 through May 2010, Ms. Hawkins was at Eastdil Secured LLC,
initially in investment sales across asset types and later as a Director in the firm’s private equity group
focusing on raising private funds, joint venture equity and entity and portfolio recapitalizations. Before
joining Eastdil Secured, Ms. Hawkins practiced law, first at a national private litigation firm where she
was made partner, and later as General Counsel to an operating company.
Ms. Hawkins has an A.B. from Occidental College, a J.D. from American University and an M.B.A. from
the Wharton School, University of Pennsylvania. She is a member (inactive) of the California State Bar.
She is Vice Chair of the Urban Land Institute’s Multifamily Silver Council, serves on the National Multi
Housing Council Finance Committee and is the past President (2008) of the San Francisco Bay Area
Chapter of NAIOP. She is a member of the Fisher Center for Real Estate and Urban Economics Policy
Advisory Board. She also served for over five years on the Board of Governors of the Boys & Girls Clubs
of San Francisco.
Founded in 2009 by Penny Pritzker and Deborah Harmon, Artemis Real Estate Partners is a real
estate investment management firm that seeks to invest with best-in-class local operating partners, both
established and emerging, in multifamily, office, industrial, retail and senior housing across opportunistic,
value added and enhanced core strategies. Artemis’s sole focus is U.S. commercial real estate. Artemis
has raised $736 million of investor capital across two vehicles: $436 million of capital for Artemis Fund
I and $300 million of capital in a separate account with The New York State Common Retirement Fund.
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Arthur J. Hill
Chairman
Arthur Hill & Company, LLC
a: 900 Clark Street, Evanston, IL 60201
p: (847) 570-4800
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Grace Huebscher
President and Chief Executive Officer
Beech Street Capital
a: 7600 Wisconsin Avenue, Suite 800, Bethesda, MD 20814
p: (240) 507-1901
Grace Huebscher co-founded Beech Street Capital in 2009. Under her leadership, the company quickly
became a multibillion dollar lender. With over 30 years of experience in capital markets and real estate,
Ms. Huebscher places her knowledge, talent and passion for the business at the service of borrowers.
Before founding Beech Street, Ms. Huebscher held several management positions in multifamily housing
at Fannie Mae. At various times, she had responsibility for pricing and capital markets, structured finance,
affordable and large loan lending, and the pool channel. She introduced Fannie’s manufactured housing
park lending program and built the multifamily small loan business from $400 million in the early 2000s
to several billion dollars during her tenure. Ms. Huebscher also held positions in the single-family business.
Before Fannie Mae, Ms. Huebscher was the CEO of National Cooperative Bank Mortgage Company,
where she expanded its secondary market capabilities by building the first CMBS platform for originations
in the days before RTC market activity. Prior to that, she was active in lending in New York City for Security
Pacific and Chase Manhattan Bank.
A leader in the multifamily sector, Ms. Huebscher currently serves on the Fannie Mae DUS Advisory Council,
is vice chairman of the Mortgage Bankers Association’s Multifamily Steering Committee, a member of the
Urban Land Institute’s Multifamily Silver Council, and a member of Real Estate Roundtable’s President’s
Council. Ms. Huebscher is also a director of the Catholic Charities/Spanish Catholic Center and has been
a board member of The Kenyon Review since 1998.
Ms. Huebscher graduated magna cum laude with a double major in economics and Spanish literature
from Kenyon College, Ohio, and completed the MIT Senior Executive Program. She is a member of Phi
Beta Kappa.
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Steven P. Jasa
Vice President, Investment Management
Western National Realty Advisors
a: 8 Executive Circle, Irvine, CA 92614
p: (949) 862-6291
Steve Jasa, as Vice President, Investment Management with Western National Realty Advisors, is
responsible for both sourcing the appropriate equity capital required for WNRA’s acquisition and
development growth strategies, and managing its private-equity vehicles and joint venture relationships.
Mr. Jasa has over 22 years of real estate experience, with 18 of those years spent directly in the
multifamily industry. Prior to joining WNRA in 2004, Mr. Jasa was a Senior Manager in the Real Estate
Capital Markets Group of Ernst & Young LLP’s Real Estate Advisory Services, where, from 1999 to
2004, he worked extensively with multifamily owners, investors and developers to raise private equity.
From 1991 to 1997, he served as Vice President of The Lyon Group, a multifamily consulting company
which specialized in formulating turn-around strategies for foreclosed multifamily properties throughout
the Western United States. Other companies he has worked for include AvalonBay Communities and
Contract Specialists & Associates, a multifamily leasing and marketing company.
Mr. Jasa earned a BA from UCLA and an MBA from Cornell University’s Johnson Graduate School of
Management. He is a member of the National Multi-Housing Council and a full member of the Urban
Land Institute, where he serves as Vice Chairman of the Multifamily Council - Silver Flight.
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Debby Jenkins
Vice President
Freddie Mac
a: 8100 Jones Branch Drive, McLean, VA 22102
p: (703) 714-2720
Deborah Jenkins is Vice President and national head of Multifamily Underwriting and Credit for Freddie Mac’s
multifamily division. In this position, Ms. Jenkins is responsible for managing the underwriting and credit approvals
of all multifamily debt investments for Freddie Mac, and managing the underwriting and credit staff at Freddie Mac
offices across the country.
Ms. Jenkins joined Freddie Mac in March of 2008 as National Underwriting & Quality Control Director for Capital
Markets Execution (CME) in Freddie Mac’s Multifamily Division, where she was responsible for the development of
the underwriting process as well as management of the Underwriting and Credit Approvals for CME loans.
She has 20 years of experience in the commercial finance industry. Prior to joining Freddie Mac, she was a Senior
Vice President and Senior Underwriter in the CMBS division of Wells Fargo in Birmingham, Michigan where
she spent seven years managing a CMBS underwriting team. Prior to that, she spent seven years as a Partner
and Senior Vice President in the CMBS and Mortgage Banking groups of Bloomfield Acceptance Company in
Birmingham, Michigan.
Ms. Jenkins is a member of NMHC and CREFC and has participated in and spoken at various industry related
conferences, seminars, and industry trade meetings. She holds a Masters of Business Administration from Walsh
College in Troy, Michigan and a Bachelor’s of Business Administration from Wayne State University in Detroit,
Michigan.
Freddie Mac was established by Congress in 1970 to provide liquidity, stability and affordability to the nation’s
residential mortgage markets. Freddie Mac supports communities across the nation by providing mortgage capital
to lenders. Over the years, Freddie Mac has made home possible for one in six homebuyers and more than five
million renters.
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Robert J. Jennett
Senior Vice President – Branch Manager
Berkadia Commercial Mortgage
a: 4582 S. Ulster St. Parkway, Suite 400, Denver, CO 80237
p: (303) 796-8815
Since 1995, Bob Jennett has been senior producer and Branch Manager of the Denver Branch of
Berkadia Commercial Mortgage, previously Capmark (2009) and GMAC Commercial Mortgage
(2006). Berkadia is 50% owned by Berkshire Hathaway. Consistent top producer at all firms.
Berkadia fields one of the top or the top HUD, Freddie Mac, and Fannie Mae production teams
nationally and within Denver and has a strong life-company platform. Other products include equity,
new-construction/acquisition-rehab, and proprietary short-term bridge and opportunistic bridge (nonrecourse).
Clients served by Bob include a small number of national and regional multifamily-owners. Mr. Jennett
assists through negotiation of “out-of the-box” pricing/terms and fast closings, including in as little as one
week. Closings include individual asset and portfolio Freddie Mac, Fannie Mae, life company, bridge,
new construction/acquisition-rehab, and equity.
Mr. Jennett holds a BA in History from Brown University and an MBA from the Kellogg Graduate School
of Management, Northwestern University. He is a licensed broker in California and Colorado. He
serves on Berkadia’s Production Advisory Council. He is a member of Apartment Association of Metro
Denver (AAMD), the AAMD Alliance (legislative committee), the National Multihousing Council, and the
Urban Land Institute Multifamily Council – Silver Flight.
Proficient in the Spanish Language.
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Gary L. Kauffman
Managing Director
Prudential Real Estate Investors
a: 8 Campus Drive, Parsippany, NJ 07054
p: (973) 683-1612
Gary Kauffman is a Managing Director for Prudential Real Estate Investors (PREI), a Real Estate advisory
organization which manages over $30 billion of real estate assets. He is currently head of PREI’s
Transactions Group. Mr. Kauffman is a member of PREI’s Investment and Management Committees. His
group’s focus is to establish acquisition programs for PREI, covering a wide variety of product types and
structures such as forward commitments, debt purchases, structured joint ventures and recapitalizations.
Mr. Kauffman has been with Prudential for 28 years. Prior to joining Prudential Mr. Kauffman worked
with Arthur Andersen & Co. He has a BS and MBA from Lehigh University.
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Robert S. Keith
Managing Director
The Corporation for Interest Rate Management
a: 175 North Franklin Street, Suite 305, Chicago, IL 60606
p: (312) 332-2363
Robert Keith is the Managing Director at The Corporation for Interest Rate Management and has been with
the firm for 18 years. The CIRM acts as the borrowers’ advocate and advisor in making determinations of
interest rate strategy, structure and timing on floating rate and fixed rate loans. (Fixed rate loans have risk,
too, just ask anyone who has fixed a rate over the past five years.)
Interest rate decisions are made by design or by default. Why default to the lender’s suggestion as to what
is best for your project? In the firm’s 30 years of experience, making a series of decisions over the life of the
loan can lower (sometimes dramatically lower) your total interest costs while beating the budget. Why not
reallocate interest expense savings to other line items?
As interest rates change and local markets and the broader economy change, so do opportunities to optimize
your interest rate decisions. Knowing how and when to leverage these ever changing factors is the better way
to satisfy both your lender’s and partner’s desires and still net you a greater return.
Why not fix and forget? We can show you and can demonstrate it numerically. There are many ways to
win at Chess and many ways to win with the yield curve. When to go long and when to stay short are as
important as when to do nothing – it goes far beyond hedging.
Prior to joining The CIRM in 1993, Mr. Keith was a Vice President at Equitrol, Inc. in Seattle, WA where he
was involved in various commercial real estate activities for the firm including property management, leasing
and appraising.
Mr. Keith currently lives in Toronto, ONT, is a native of Waco, TX and attended school at The Glasgow
Academy in Glasgow, Scotland, graduated with a BBA in Finance from Baylor University in 1984 and
an MBA from Texas Tech University with a concentration in Economics and Finance. Mr. Keith has been a
speaker and panelist on different occasions at the ULI Fall Event and Expo REAL and is active in ULI, NMHC,
PREA, REFEA, AWEA and AFP.
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Mitchell W. Kiffe
Senior Managing Director | Co-Head of Production
Debt & Equity Finance Group
a: 1861 International Drive, Suite 300, McLean, VA 22102
p: (703) 905-0249
Mitchell W. Kiffe joined CBRE Capital Markets in May 2010 and is currently Co-Head of National Production
for the Debt & Equity Finance Group within CBRE Capital Markets. Along with the other Co-Head of Production,
Mike Riccio, he is responsible for business development, origination results and assists in the management
of a 30 office production network. Given his extensive experience in multifamily finance, he is responsible
for multifamily mortgage originations nationwide. This includes Agencies (Fannie Mae, Freddie Mac, and
FHA), as well as Life Insurance Companies, Conduits, Banks and other capital providers. He has significant
relationship management responsibilities with respect to the Agencies and other Lenders, in addition to his
relationship management activity with major national and regional clients. He also is a member of the CBRE
Capital Markets Fannie Mae DUS Loan Committee.
Mr. Kiffe spent over 17 years with Freddie Mac between 1992 and 2010 in various leadership, production
and credit roles. During his tenure as head of production, loan purchase volume increased from $1.7 billion
in 1997 to $19.0 billion in 2008. In total, he has been responsible for over $120 billion of multifamily
mortgage production. He also led Freddie Mac’s expansion into: Seniors Housing, Student Housing, TaxExempt Bond Credit Enhancements, Structured Transactions, and Credit Facilities. He also was responsible
for maintaining the Program Plus Seller/Servicer network nationwide. Freddie Mac’s four regional offices
reported to Mr. Kiffe, as did the Seniors Housing and Structured Transactions business units.
Before joining Freddie Mac, Mr. Kiffe spent approximately ten years at GMAC Mortgage Corporation and
Norwest Mortgage, Inc. in Minneapolis, Minnesota. He spent his entire career at GMAC/Norwest involved
in commercial real estate lending and mortgage banking, most recently as a Senior Vice President.
For five years prior to Norwest, Mr. Kiffe also worked in Minneapolis as an attorney specializing in commercial
real estate for the law firm of Moss & Barnett, P.A. and the general contracting and engineering firm of
Ibberson, Inc.
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Brian F. Lavin
President / COO
NTS Development Company
a: 600 North Hurstbourne Pkwy., Suite 300, Louisville, KY 40222
p: (502) 426-4800
Mr. Lavin has served as the President and Chief Executive Officer of each of NTS Realty Capital and
NTS Realty Partners, as well as a director of NTS Realty Capital, since their formation in 2004. NTS is
a full service, diversified real estate company operating in the southeastern United States with a wide
range of real estate investments. The company has extensive asset management, property development
and management, and redevelopment experience in all real estate product types including multi-family,
commercial, industrial, and residential development.
Mr. Lavin also has served as the President of NTS Corporation and NTS Development Company since
June 1997 and of NTS Mortgage Income Fund since September 1997.
From November 1994 through June 1997, Mr. Lavin served as President of Paragon Residential, a
division of Paragon Group, Inc., and, prior to 1994, as a Vice President of Paragon’s Midwest Division.
Mr. Lavin has a bachelor’s degree in business administration from the University of Missouri.
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Kelli Lawrence
Principal Partner
Hearthview Residential
a: 805 City Center Dr., Suite 140, Carmel, IN 46032-5641
p: (317) 574-1600
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Mark Adams Leary
ARA
a: 655 Montgomery Street Suite 1705, San Francisco, CA 94111
p: (916) 764-4191
Mark Leary of ARA Pacific is responsible for the disposition and acquisition of multi-family properties
throughout Northern California. As a founding principal of ARA Pacific, Mark oversees business
development, company operations, market research, and all aspects of property disposition within the
firm. Mark has closed over $2.0 billion in transactions totaling 20,000+ units in Northern California,
has been named among the top producers in the industry throughout his career. His focus is on the
representation of institutional clients on the disposition of assets in the Bay Area, Sacramento and
the Central Valley. In addition to working with institutional clients on MF transactions, he has worked
extensively with private companies, developers and banks.
Mark began his real estate career in 1994 focusing on Sacramento apartments, and has since
completed $1.3 billion in sales volume and roughly 13,600 units sold in the Sacramento region alone.
His expertise in the region has resulted in ARA Pacific’s establishing a regional office there, where the
ARA team continues to maintain a dominant market share. Prior to joining ARA, Mark was a partner with
Arroyo & Coates focusing on multifamily transactions. At Arroyo & Cotes Mark was also responsible for
overseeing all sales associates.
Before his career in real estate at Arroyo & Coates Mark was a deckhand on private sail and motor
yachts in the Mediterranean and South Pacific.
Mark is a member of NMHC and the Urban Land Institute. He has a bachelor’s degree in economics
from the University of Colorado.
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Jeremiah Lucey
Managing Director
Jones Lang LaSalle
a: 601 Lexington Avenue, 33rd Floor, New York, NY 10022
p: (312) 812-5872
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Donald D. MacKenzie
Managing Director
UDR
a: 1745 Shea Center Drive Suite 200, Highlands Ranch, CO 80129
p: (303) 884-1041
Don MacKenzie is the Managing Director of RE3, UDR’s Development entity.
UDR is a $10 Billion market capitalization Real Estate Investment Trust, with a primary focus on high
quality multifamily rental communities on the East and West Coasts of the United States.
UDR currently has over $1 Billion of development activity. Don is actively developing communities in
Seattle, San Francisco, Los Angeles, Silicon Valley, Orange County and San Diego.
Don’s entire career has been focused on the multifamily housing business. Prior to joining UDR in 2011,
he was the President and CEO of MacKenzie House, a multifamily development company based in
Denver, Colorado. Before that Don was the Managing Partner of Greystar Real Estate Partners West. In
the late 1990’s he ran development on the West Coast for EQR, another apartment REIT. He spent ten
years with Wellsford Residential, another multifamily apartment REIT where he handled development,
acquisitions and asset management.
Don serves as Chair of the Board of Directors of The Center for Work, Education and Employment
(CWEE), a welfare-to-work job training organization. He is on the Board of CLIMB, Inc. (Colorado
Leaders Interns Mentors and Business) an organization that organizes paid summer internships in Denver
for current undergraduates from eight universities. He is a member of the Silver Multifamily Council of
the Urban Land Institute.
Don is a graduate of Phillips Academy, Andover and Middlebury College with a degree in Political
Science and he resides in Cherry Hills Village, Colorado with his wife Suzanne and their three children.
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Alan P. Mark
President
The Mark Company
a: 234 1st Street, San Francisco, CA 94105-2637
p: (415) 615-6815
A pioneer of high-end urban condominium marketing, Alan P. Mark is recognized today as one of the country’s leading experts
in real estate marketing and consulting. Under his guidance, The Mark Company (TMC) has shaped the living landscape
of California and established itself as a premium resource for brokers, developers and financial institutions by successfully
designing, marketing and selling some of the most prestigious and innovative developments of the past decade.
In the mid-1990s, Alan saw the need for an innovative, full-service, real estate marketing and sales consulting firm that could
partner with visionary developers to bring community-shaping projects to market with integrity, creativity and sound research.
Built on the four pillars of research, product design, marketing and sales, Alan founded The Mark Company in 1997 and
recruited a team of sophisticated industry experts who, like him, were driven by the desire to do it better every time.
For over a decade, Alan has led TMC’s climb to becoming the industry’s most in demand residential sales and marketing firm,
delivering unmatched results at projects in all stages of planning or distress. Its extensive portfolio includes The Brannan, the first
of San Francisco’s high-profile, ultra-luxury high-rises and the catalyst for the transformation of the South Beach neighborhood;
the St. Regis Residences, which set a new standard for elegance of design and market value in the heart of the city’s burgeoning
South of Market Museum District; and The Infinity, New York-based Tishman Speyer’s first residential offering in the United States
and the country’s fastest-selling project of 2009.
Today, TMC has projects operating throughout Northern and Southern California, as well as in Las Vegas, Denver and Reno.
Alan built The Mark Company brand as an extension of his own stellar reputation and steadfast adherence to best practices.
So thorough is the firm’s research component, that it now produces highly sought-after research reports for six regional markets.
These comprehensive reports not only serve as a distinct competitive advantage for The Mark Company and its clients, but
are valued reference materials for developers, financial institutions, architects, the media and other real estate trend monitors.
Alan is an in-demand speaker for leading real estate industry groups on a local and national level. He regularly participates
in events sponsored by the Urban Land Institute (ULI), San Francisco Planning and Urban Research (SPUR), Downtown Center
Business Improvement District (DCBID) in Los Angeles, Central City Association of Los Angeles (CCA), Pacific Coast Builders
Conference (PCBC), Fisher Center For Real Estate Conference, NAIOP, the Belden Club and the Haas School of Business at
the University of California, Berkeley. He is on the Executive Committee for ULI San Francisco, serves as Vice Chair of ULI
San Francisco’s Residential Leadership Exchange Program and is a member of Lambda Alpha International, the Honorary
Society for the Advancement of Land Economics. Alan holds real estate broker licenses in California, Colorado, Nevada and
Washington.
Prior to founding The Mark Company, Alan served as the Marketing Director for Pacific Union Marketing Company, where he
oversaw marketing and sales efforts for a number of residential projects in the Bay Area. Alan also spent several years at The
New York Times and Wall Street Journal before entering the real estate development field.
Alan received his Bachelor of Science degree from Skidmore College in Saratoga Springs, New York and his Masters in
Business Administration from the Johnson School of Management at Cornell University in Ithaca, New York.
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David C. Martin
Managing Partner
Moran & Company
a: 1660 Wynkoop Street, Suite 925, Denver, CO 80202
p: (720) 932-8148
Dave Martin has over 26 years of real estate and capital markets experience.
Presently, Mr. Martin is based in Denver, Colorado, and is the Managing Partner of Moran & Company’s
mountain states region. As such, he is responsible for client relationships, market research and multifamily
investment sales in the region. With Moran, Dave has executed the sale of over $2 Billion of multifamily
assets.
Prior to joining Moran, Mr. Martin was an acquisitions partner with Lincoln Property Company in Dallas,
Texas, where he was responsible for multifamily acquisitions in the southwestern US. During his time
with Lincoln, he completed the acquisition and renovation of over $100 million of multifamily assets
through partnerships with major institutional investors.
Prior to his time with Lincoln, Mr. Martin was a lead banker in Nomura Asset Capital Corp’s Dallas,
Texas office, which he helped open and staff. Over the course of two years at Nomura, he structured
and funded in excess of $1.2 billion in CMBS perm debt, preferred equity, construction/perm, and
mezzanine debt products for commercial and residential real estate properties. Mr. Martin began his
career in 1986 with Metropolitan Life Insurance Company’s Real Estate Investments Department, and
held a number of positions during his 11-year tenure – including two-year assignments in both London,
England, and MetLife’s Real Estate Investment Committee operation in Atlanta, Georgia.
Mr. Martin earned an undergraduate degree in finance from Texas A&M University in May 1986, and
obtained a Graduate Certificate in Finance from Southern Methodist University in May 1997.
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Jamie B. May
Executive Director
Institutional Property Advisors
a: 100 North Tampa Street, Suite 1620, Tampa, FL 33602
p: (813) 387-4860
Jamie B. May (JBM) is Executive Director of IPA. Jamie specializes in multihousing investment sales with a
primary focus on Florida and the Southeast while assisting clients with assignments nationally.
Prior to joining IPA, Jamie was Founder, Chairman & CEO of JBM Realty Advisors, Inc. (JBMRA). His experience
draws upon three generations of the May family apartment brokerage and development business dating back
to 1939, in addition to his own 22 years of experience in brokerage, investment advisory, construction,
development, disposition, acquisition, lending and management of institutional grade apartment communities.
Jamie has represented numerous well known domestic and foreign institutional funds, sovereign funds, pension
funds and their advisors, REITS, insurance companies, private national, regional owners, and merchant
builders throughout the southern United States. Some of his repetitive clientele include; TGM and Associates,
Equity Residential Properties Trust, Bank of America, UBS Realty Advisors, Greystar Real Estate Partners, ING
Clarion, Fairfield Residential, Forest City Residential, TA Associates, Heitman Financial, CAPREIT, Waterton
Associates, Jupiter Realty, BH Equities, Tarragon Realty Investors, Sawyer, UDR and CMS.
Jamie is an active broker, investment advisor, and strategist in the marketing and disposition of institutional
grade apartment communities on an exclusive seller representation “only” basis. He has participated in
numerous multifamily investment property sales with an aggregate value of nearly $6.8 billion. Jamie currently
serves on the Board of Directors of the National Multi-Housing Council (NMHC), and is an active member
of Pension Real Estate Association (PREA), Mortgage Bankers Association, Real Estate Investment Council,
Inc. (REIC), Urban Land Institute (ULI), National Apartment Association, and Florida Apartment Association.
Jamie is a graduate of Boston University with a Bachelor of Science degree in Finance and Real Estate.
Additionally, he is a licensed real estate broker in Florida, Georgia, New Mexico, Tennessee and Alabama.
In 2008, Jamie and his family moved from Naples to Tampa, FL. His interests include snow skiing, boating,
shooting, scuba diving, club lacrosse and an extraordinary fascination with airplanes.
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Nyal McDonough
The Berkshire Group
a: One Beacon Street Suite 1500, Boston, MA 02108
p: (617) 574-8347
Nyal is a multifamily Asset Manager for Berkshire Property Advisors (“BPA”), a focusing on joint venture
and debt investments across the country. His current portfolio includes, Equity Investments in 2,800
apartments totaling $513M in property value, Debt and Preferred Equity positions in 45,300 Apartments
totaling $4.4 B in property value.
Prior to joining BPA, Nyal spent twelve years with pension investment advisor AEW Capital Management
as a member of the AEW Retail Group. His responsibilities included 36 retail assets totaling 5.6 million
square feet and valued at approximately $705 million. During his time at AEW, Nyal managed two joint
ventures which invested $575 million in grocery anchored strip shopping centers and sold thirty assets
valued at $488 million.
He is a member of the Urban Land Institute and the Real Estate Finance Association (REFA). REFA is an
affiliate of the Greater Boston Real Estate Board. Nyal has a Bachelor of Arts degree in finance from
Boston College and a Master’s of Business Administration from Babson College.
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Michael McRoberts
Vice President, Production and Sales – Multifamily
Freddie Mac
a: 8100 Joans Branch Drive, Mail Stop #B4I, McLean, VA 22102
p: (703) 714-2745
Michael F. McRoberts is National Head of Production and Sales for Freddie Mac’s Multifamily Division.
He is responsible for the origination and acquisition of multifamily loans across the country and the
management of Freddie Mac’s Program Plus network and its four regional sales offices. From 2007
to 2010, Mr. McRoberts was responsible for managing the Underwriting and Credit Approvals of all
multifamily debt investments including Conventional, Seniors, Targeted Affordable Housing and Credit
Facilities for Freddie Mac. The Underwriting and Credit team has four regional offices as well as a home
office staff. Prior to leading the Underwriting and Credit department, Mr. McRoberts ran the Southeast
Region for Freddie Mac where his team was the leading producer for five consecutive years.
Mr. McRoberts is an active member of the Mortgage Bankers Association of America, National
Multi-Housing Council, the National Association of Home Builders and the American Senior Housing
Association. In addition, he participates in various affordable housing groups, conferences, and
seminars and is a frequent speaker at industry trade meetings and conferences. Mr. McRoberts holds a
Masters of Business Administration from the University of Georgia (Athens, Georgia) and a Bachelor’s
of Business Administration from James Madison University (Harrisonburg, Virginia). Originally from
Richmond, Virginia, Mr. McRoberts and his family now reside in Oak Hill, Virginia.
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Manuel Menendez
Senior Vice President and Head of Multifamily Customer Engagement
Fannie Mae
a: 3900 Wisconsin Avenue NW, Washington, DC 20016
p: (202) 752-4098
Manny Menendez is Senior Vice President and Head of Multifamily Customer Engagement, reporting
to the Senior Vice President and Head of Multifamily. He is responsible for managing all of Fannie
Mae’s multifamily debt lending activities and relationships, including the Delegated Underwriting and
Servicing, Structured Transactions, Seniors Housing, Small Loan and Seasoned Loan Pool platforms, and
Credit Pricing.
Previously, Menendez was Vice President – Head of Multifamily Customer Management and Vice
President – Multifamily Lender Strategy and Relationships. Prior to those appointments, Menendez was
Vice President – Multifamily Product Development and Business Management, with responsibility for
multifamily product design and oversight and support for the development of business policies and
strategies, product management, and credit pricing. Before becoming a Vice President, Menendez was
both Director – Multifamily Product Development and Director – Multifamily Structured Transactions.
Prior to joining Fannie Mae in 1998, Menendez was General Counsel, Senior Vice President for the
New York Housing Finance Agency and the State of New York Mortgage Agency where, as the Chief
Legal Officer, he managed all transactional and corporate legal services for the agencies.
Previously, Menendez was a Vice President in the Public Finance department of Chemical Securities,
Inc.; practiced law as an associate specializing in public finance at Hawkins, Delafield & Wood; and
for the firms of Nixon, Hargrave, Devans & Doyle and LeBoeuf, Lamb, Greene & MacRae, New York
City. Prior to that, he was a financial analyst and internal auditor at Chemical Bank, J. Henry Schroder
Bank and Trust Company, and Irving Trust Company.
Menendez has a juris doctor from Fordham University School of Law, a bachelor of science in accounting
from St. John’s University, and was a certified public accountant.
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Donald J. Meyer
Principal
Loan Management Solutions
a: 180 N. LaSalle St., Suite 1925, Chicago, IL 60601
p: (312) 460-3710
Mr. Meyer has over 33 years of real estate investment experience. Mr. Meyer was previously the
Chief Investment Officer for Centerline Capital Group, a subsidiary of Centerline Holding Company, in
addition to being the Chief Executive Investment Officer for American Mortgage Acceptance Company,
a commercial mortgage REIT managed by Centerline. Prior to joining Centerline’s successor company,
Mr. Meyer was the Chief Investment Officer of Capri Capital Advisors, LLC, a pension fund advisory
firm with over $2 billion in assets under management. Capri was acquired by Centerline in 2005. Mr.
Meyer’s additional experience includes serving as Managing Director and head of the Capital Markets
unit of Cohen Financial, a nationwide mortgage banking firm and serving as Managing Director and
Chief Investment Officer of Capital Trust, a NYSE-listed mezzanine lender, and 18 years at The First
National Bank of Chicago. During his tenure at First National Bank of Chicago, Mr. Meyer served
as Senior Credit Officer for the bank’s $7 billion real estate loan portfolio and head of the Corporate
Investments unit responsible for high yielding real estate assets. Mr. Meyer earned a Bachelor of
Science in Finance with Honors from the University of Illinois.
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Keith T. Misner
Senior Vice President
AIMCO
a. 600 Rockledge Drive, Suite 500, Bethesda, MD 20817
p. (410) 279-4924
e. [email protected]
As Senior Vice President of AIMCO, Mr. Misner is primarily responsible for acquisition activities across
the country for the REIT. As of June 30, 2011, AIMCO owned or managed a real estate portfolio of
607 apartment properties containing approximately 105,000 apartment units located in 38 states, the
District of Columbia, and Puerto Rico.
Prior to Joining AIMCO in January 2010, Mr. Misner was Executive Managing Director of Cushman &
Wakefield’s Capital Markets Group. In this role, he managed the firm’s 140 investment and apartment
sales brokers, coordinated and oversaw relationships and engagements with national and multi-market
clients, developed and implemented group communication, efficiency and standardization initiatives,
guided broker/professional recruitment activities and represented the group at industry functions and
events.
Prior to joining C&W in 2003, Mr. Misner was the National Managing Director for the Financial Services
Group at the Grubb & Ellis Company in Washington, DC; Managing Director of the Multi Housing
Investment Group at the Grubb & Ellis Company in Washington DC; Vice President of GreenCastle
Companies in Annapolis, Maryland; Assistant Regional Manager and Assistant Vice President of the
Investment Properties Group, and Senior Analyst of the Financial Services Group, both at CB Richard
Ellis in Washington, DC.
Mr. Misner has a MS in Real Estate Development and Investment from New York University and a BS/
BA in Finance and Real Estate from East Carolina University.
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Gleb Nechayev
Senior Economist
CBRE Econometric Advisors
a: 260 Franklin Street, Suite 400, Boston, MA 02110
p: (617) 912-5245
Gleb Nechayev is a Senior Economist with CBRE Econometric Advisors, managing the firm’s research
on multi-housing, retail, and hotels. He is also actively involved in consulting projects with the firm’s
Investment Strategy services. Previously, Mr. Nechayev was an associate with Boston Financial and
Lend Lease Real Estate Investments. Mr. Nechayev holds a Master of City Planning degree from the
Massachusetts Institute of Technology and is a member of the Urban Land Institute and American Real
Estate and Urban Economics Association. His commentaries on the housing market and the apartment
sector appeared in the Wall Street Journal, Time, CNN, and the National Public Radio. Mr. Nechayev
has also written a number of articles and co-authored papers published in professional magazines,
including Journal of Portfolio Management and Journal of Real Estate research.
CBRE Econometric Advisors (formerly Torto Wheaton Research) is the premier provider of research
services to owners and investors in the US and Canadian commercial real estate markets. CBRE-EA’s
client base includes institutional advisors, plan sponsors, opportunity fund managers, government
agencies, banks, insurance companies, rating agencies and finance companies.
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Randy Nichols
President
The Nichols Partnership, Inc.
a: 1899 Wynkoop Street, Suite 425, Denver, CO 80202
p: (303) 291-2200
Randy Nichols is President and Founder of the Nichols Partnership, Inc. The company is based in
Denver, Colorado and specializes in the development of commercial and multifamily real estate. With
30 years of experience in real estate development, brokerage and management, Mr. Nichols started his
career in real estate brokerage in 1981 with LaSalle Partners in Denver.
Mr. Nichols co-founded a private development company in Chicago in 1989 then returned to Denver
to pursue commercial development opportunities in Colorado establishing the Nichols Partnership in
1993. The Nichols Partnership has developed 1.5M square feet of commercial space and over 1,000
units of housing including such prominent urban Denver projects as “Clayton Lane”, “1899 Wynkoop”
and “SPIRE”.
Mr. Nichols holds a Master’s degree in Real Estate Development from the Massachusetts Institute of
Technology and a Bachelor’s degree in Business from Colorado State University. He is a member of
the Board of Governors of the Colorado University Real Estate Council, on the board of the Colorado
University Real Estate Foundation and a board member of NAIOP
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Mark A. Petersen
Managing Director
HFF
a: 18300 Von Karman Avenue, Suite 900, Irvine, CA 92612
p: (949) 798-4125
Mark Petersen joined HFF (Holliday Fenoglio Fowler, L.P.) in September 2010 as a Managing Director
where he is primarily responsible for institutional multifamily investment sales in the Western United
States. Prior to joining HFF Mr. Petersen founded Stonebridge Property Investments (SPI), a real estate
investment firm focused on multifamily acquisitions and dispositions throughout the Western United States.
Prior to founding SPI, Mr. Petersen was a Senior Vice President from 2001 to 2009 at BRE Properties Inc.
(NYSE:BRE). At BRE, he led all the acquisition and disposition business for the firm and was a member
of the executive management team and investment committee. During his tenure at BRE, he acquired and
sold in excess of 11,900 units for the firm.
Between the years of 1985 and 2000, Mr. Petersen held senior executive positions at such notable
firms as Security Capital Group, Archstone and Essex Property Trust (NYSE:ESS). His exposure to the
variety of different institutional real estate practices overseeing acquisitions, dispositions, development,
renovations, due diligence and asset management has allowed him to adopt best practices for today’s
real estate environment. Through his career, Mr. Petersen has successfully transacted in excess of $2.0
billion of multifamily investments throughout the Western United States.
Mark Petersen earned his Bachelor of Science in Business Administration from California State University,
Chico and has completed post-graduate executive courses through the Massachusetts Institute of
Technology – Slone School of Management and the University of North Carolina at Chapel Hill – KenanFlagler Business School. He is married with three children and resides in Laguna Niguel, California.
47
Multifamily Council
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Edward J. Ryder
Managing Director
Transwestern Investment Company, LLC
a: 150 North Wacker Drive, Suite 800, Chicago, IL 60606
p: (312) 499-1917
Edward J. Ryder is a Managing Director of Transwestern Investment Company, L.L.C. and director of
acquisitions for Transwestern Multifamily Partners, L.L.C. Since joining Transwestern in 1998, Mr. Ryder
has overseen the acquisition of $1 billion of real estate assets, including 9,000 multifamily units and 2.6
million square feet of office space.
Prior to joining Transwestern, Mr. Ryder spent 10 years in commercial and investment banking. For
six years, he focused on providing financing and advisory services to real estate investment trusts and
other real estate operating companies in the investment banking real estate groups at Merrill Lynch &
Co. and EVEREN Securities (formerly Kemper Securities). During that time, Mr. Ryder worked on $3.8
billion of completed transactions, including: initial public offerings for six REITs; private equity and debt
placements; follow-on common stock; preferred stock; convertibles; and other financings and advisory
assignments.
Mr. Ryder earned his undergraduate degree at the University of South Florida and his MBA at the
University of Chicago. He is a member of the National Multi Housing Council, the Urban Land Institute
where he is a member of the Multifamily Council, and the Advisory Board of the University of Chicago
GSB Real Estate Alumni Group.
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Jun Sakumoto
Managing Partner
Avanath Capital Partners
a: 2211 Michelson Drive, Suite 830, Irvine, CA 92612
p: (949) 269-4700
Jun Sakumoto is a Managing Partner of Avanath Capital Partners, an investment firm focused on urbanthemed real estate and mortgage investments. Mr. Sakumoto directs the firm’s investment activities.
Previously, Mr. Sakumoto was a Director of Centerline Capital Group (“Centerline”) a subsidiary of
Centerline Holding Company (NYSE:CHC) and co-head of the Equity Group. Mr. Sakumoto was
responsible for directing the investment activities of Centerline Urban Capital I, LLC (“Centerline Urban”),
an institutional real estate investment fund formed with the California Public Employees’ Retirement
System. Centerline Urban invested mezzanine and equity capital, targeting multifamily properties in
urban infill markets. Prior to joining Centerline, Mr. Sakumoto was with Capri Capital Advisors, LLC, a
$2.7 billion real estate advisory firm investing real estate equity and debt-related products on behalf of
pension funds and institutional investors.
Mr. Sakumoto holds a Bachelor of Business Administration degree in Finance and Real Estate from
the University of Texas at Austin. Mr. Sakumoto is on the Loan Advisory Committee for Community
Reinvestment Fund, Inc. (“CRF”), a national nonprofit financial services corporation based in Minneapolis,
Minnesota. CRF provides capital to communities by purchasing economic development and affordable
housing loans from community development lenders. He is also a member of the Urban Land Institute,
Pension Real Estate Association and the Association of Asian American Investment Managers.
49
Multifamily Council
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Tim Shaughnessy
Cornell University
a: 323 Walkabout Road, Bethany Beach, DE 19930
p: (610) 715-4134
50
Multifamily Council
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Geoffrey L. Stack
Managing Director & Principal
SARES-REGIS Group
a: 18802 Bardeen Avenue, Irvine, CA 92612-1521
p: (949) 756-5959
Geoffrey L. Stack is a Managing Director of Irvine based SARES-REGIS Group, one of the largest, most diversified
commercial and residential real estate firms in the West. He is the partner directly responsible for all residential
operations of the company including development, acquisitions, finance and management activities.
The SARES-REGIS Group was formed in 1993 through the merger of two West Coast real estate leaders, Newport
Beach based Regis Group and The SARES Company of Irvine (formerly known as The Sammis Company). The
firm has a combined portfolio of real estate properties and fee-based management contracts valued in excess of
$4 billion, including 13,600 rental apartments; 15 million square feet of commercial and industrial space; and
has or had major asset management contracts with many of the nation’s largest institutional investors, including
AIG, BlackRock Realty, CalPers, Camden Capital, Capri Capital, Centerline Capital, Cornerstone Advisors, Equity
Residential Properties Trust, INVESCO Realty Advisors, J.P. Morgan Fleming Investment Management, Northwestern
Investment Management Company, RREEF, and UBS Realty Investors.
Before the merger, Mr. Stack was President of Regis Homes and led the firm in becoming an established leader in
the development, management and sale of multifamily rental and for-sale properties. Under his leadership, from
1977 to present, Regis converted over 8,700 apartments to condominiums with gross sales in excess of $900
million. Since the early 1980’s, Regis has built over 20,000 apartments and condominiums. Currently, the SARESREGIS portfolio of apartments owned and in planning have values totaling more than $2 billion.
Mr. Stack is a graduate of Georgetown University and earned an MBA at the Wharton School. Prior to entering
the field of real estate development, Mr. Stack worked as an aide to U.S. Senator Paul H. Douglas and served three
years as an officer in the USMC attaining the rank of Captain.
Mr. Stack sits on the Board of Directors of the Tejon Ranch Company (NYSE); Georgetown University Board of
Regents; the Board of Directors of the California Housing Council; the Board of Directors of the National Multi
Housing Council. He is a Trustee of the Urban Land Institute and is on the Policy Advisory Board of the Fisher Center
for Real Estate and Urban Economics, University of California, Berkeley. He is the past Chairman of the Board of
Directors of the National Multi Housing Council, past Chairman of the ULI Multifamily Silver Residential Council,
and past Director of the Marine Corps Scholarship Foundation. He is a founding Trustee of the Cystinosis Research
Foundation.
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Multifamily Council
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Mark H. Stern
Director of Acquisitions
Waterton Associates, LLC
a: 30 South Wacker Drive, Suite 3600, Chicago, IL 60606
p: (312) 948-4560
Mark Stern has focused on acquisitions of multifamily properties nationwide since 1995. Mr. Stern has
been Director of Acquisitions at Waterton Associates since March 2002. Since joining Waterton, the
acquisitions group has purchased approximately 20,000 units with a total capitalization over $1 billion;
these properties were acquired on behalf of a partnership with the California State Teachers’ Retirement
System. Prior to joining Waterton, he served as Manager of Acquisitions and Dispositions for Moran
and Company. In this position he was responsible for the Midwest and Denver regions. Previously,
Mr. Stern was Vice President of Acquisitions for TVO Realty Partners. During his tenure at TVO, the
company purchased 12,000 units.
Mr. Stern received his Bachelor’s Degree in Political Economy at The Colorado College. He currently sits
on the Board of Directors for Weiss Memorial Hospital in Chicago, Illinois.
52
Multifamily Council
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Spencer Stuart, Jr.
Senior Managing Director
Legacy Partners Residential Development, Inc
a: 13155 Noel Road, Suite 825, Dallas, TX 75240
p: (972) 728-7212
Spencer Stuart, Jr. is a Regional Partner and Senior Managing Director at Legacy Partners. He is responsible
for acquisitions, dispositions, management, asset management, new development, and operations and currently
handles Legacy Partners’ multifamily activities in the Colorado, Texas and Utah markets. Mr. Stuart is also actively
investigating other markets for acquisition opportunities including Georgia, Florida and other eastern states. Legacy
has formed a real estate investment trust, the KBS Legacy Multifamily REIT, which is acquiring existing apartments
in these markets.
As a developer, Mr. Stuart has been responsible for creating award-winning projects that have advanced the
state-of-the-art of design, amenities and resident services in multifamily properties. Among others, his projects have
been awarded the NAHB Pillars of the Industry Award, Multifamily Executive’s Project of the Year Award, the HAB
McSam Award, The Star Award and Gold Nugget Certificates of Merit. In Austin, Legacy’s high-rise was the first
of its kind to achieve LEED certification.
He has a broad base of experience as an officer, director, general partner and advisor to both public and private
companies in such areas as real estate development, investment, financing and syndication. Over his career he
has been involved in real estate transactions with an aggregate value in excess of $2 billion.
Mr. Stuart has been a member of Legacy’s Executive Committee, currently serves on NAHB’s Multifamily Leadership
Board, is an member of the Urban Land Institute and a member of the Real Estate Financial Executives Association
in Dallas. Mr. Stuart has been a speaker at the NAHB Pillars of the Industry Conferences, The Urban Land Institute
Texas Regional Conference, MultiHousing World, the National MultiHousing Council’s annual meeting, Multifamily
Executive’s Annual Conferences, the ULI’s Multifamily Trends Conference, Crittenden’s Multifamily Conference and
numerous other events.
Previously, Mr. Stuart headed the US division of Palladium, a multinational firm with its US Headquarters in Dallas,
Texas, and European offices in Belgium, France, Germany, Italy, The Netherlands and Switzerland. Prior to that he
was part of the management team that took Walden, a private syndicator public as a real estate investment trust.
Mr. Stuart holds a bachelor’s degree from the University of Connecticut, is an avid golfer, and enjoys weekends
at the lake.
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Gary A. Teague
Regional Executive
Bank of America Merrill Lynch
a: 555 California Street, Floor 6, San Francisco, CA 94104
p: (415) 913-3293
Gary Teague is responsible for overseeing Commercial Real Estate Banking Division (CREB) for
Northern California which includes San Francisco Bay Area and Sacramento. CREB serves privatelyowned professional developers of income producing real estate, including retail, office, industrial,
and multifamily properties. We provide a full range of banking services, including construction and
interim financing, treasury management, interest rate protection products, capital markets services and
permanent debt placement.
Gary started his career with Bank of America in 1992 in Seattle and moved to San Francisco in January
of 2000. He has been involved in Commercial Real Estate Finance for 25 years. He graduated from
Washington State University in 1983 with a degree in Finance.
He is currently a member of the ULI, ICSC, and SF Executive Committees, the Washington State University
Real Estate Advisory Board, and the Washington State University Foundation Board of Trustees.
54
Multifamily Council
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Thomas W. Toomey
Chief Executive Officer and President
UDR
a: 1745 Shea Center Drive, Suite 200, Highlands Ranch, CO 80129
p: (720) 283-6140
Thomas (Tom) W. Toomey has been Chief Executive Officer and President of UDR since February 2001.
During the last eleven years, UDR has completed nearly $13 billion in acquisitions and sales, $1.5
billion in development and redevelopment, and raised nearly $10 billion in capital.
Prior to joining UDR, Mr. Toomey was with AIMCO, where he served as Chief Operating Officer for
two years and Chief Financial Officer for four years. During his tenure at AIMCO, Mr. Toomey was
instrumental in the growth of AIMCO from 34,000 apartment homes to 360,000 apartment homes.
He has also served as a Senior Vice President at Lincoln Property Company, a national real estate
development, property management and real estate consulting company, from 1990 to 1995. Mr.
Toomey was with Arthur Andersen from 1982 to 1990.
Mr. Toomey is a member of the Board of Governors and serves on the Executive Committee of the
National Association of Real Estate Investment Trusts (NAREIT), serves on the Executive Committee of
the National Multi Housing Council (NMHC), is a member of The Real Estate Roundtable, is a Trustee
and Governor of the Urban Land Institute (ULI), and a Trustee of the Oregon State University Foundation.
55
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Warren L. Troupe
Senior Executive Vice President
UDR, Inc.
a: 1745 Shea Center Drive, Suite 200, Highlands Ranch, CO 80129
p: (720) 283-6079
Mr. Troupe oversees all financial, treasury, tax and legal functions of the company.
Warren L. Troupe joined the company in March 2008 as Senior Executive Vice President. He was
appointed the company’s Corporate Compliance Officer in May 2008 and the Corporate Secretary in
October 2008.
Prior to joining the company, Mr. Troupe was a partner with Morrison & Forester LLP from 1997 to
2008, where his practice focused on all aspects of corporate finance, from public and private equity
offerings, traditional loan structures, debt placements to subordinated debt financings, workouts, and
recapitalizations. He has concluded a large number of mergers and acquisitions for both public and
private companies including tender offers, hostile proxy contests and negotiated acquisitions.
Mr. Troupe holds a Bachelor of Arts degree from Colorado State University and his J.D. from the
University of Denver.
Mr. Troupe is a member of the Board of Directors of National Multi Housing Council, a member of
Urban Land Institute, on the Multi-Family Silver Council of Urban Land Institute, a member of Pension
Real Estate Association, National Association of Real Estate Investment Trusts, Colorado Bar Association
and American Bar Association.
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R. Warren Walters
Chief Financial Officer
Simmons Vedder Partners
a: 1111 West 11th Street, Austin, TX 78703
p: (512) 499-0088
Warren is responsible for Debt and Equity Capital Management and joined Simmons Vedder Partners
in 2000.
He oversees the Capital Markets, Reporting and Risk Management function for this geographic and
product-diverse regional developer. Warren has been involved in capitalizing the debt and equity for
over $1 billion in development and acquisition projects since joining the firm. Property types include:
Multifamily, Office, Industrial, Student Housing, and Seniors housing.
Prior to joining Simmons Vedder Partners, he spent eight years with Lincoln National Life Insurance
Company in Fort Wayne, Indiana as VP/Manager of Real Estate Acquisitions. Warren purchased or
committed to $1.2 billion in commercial and residential property acquisitions in all major property types
and most major markets from Coast to Coast.
From 1986 to 1992, Warren was a VP/Relationship Manager in the Real Estate Finance Business group
for Chase Manhattan Bank, NA, in their New York, Houston, and Dallas offices. He is responsible for
interim construction loans and work-outs.
Warren earned a BBA in Real Estate & Urban Planning at the University of Texas at Austin. He is an
Austin Executive Committee member and Treasurer for the Urban Land Institute.
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Timothy White
Executive Vice President & Chief Operating Officer
PNC Real Estate - Multifamily
a: 26901 Agoura Road, Suite 200, Calabasas Hills, CA 91301
p: (818) 676-3216
Timothy L. White is Executive Vice President & Chief Operating Officer of PNC Real Estate - Multifamily.
The company is a leading supplier of multifamily financing, providing mortgage financing through Fannie
Mae, Freddie Mac, FHA, and PNC. The company has consistently been one of the leading financiers
of apartment projects in the United States. Mr. White joined ARCS Mortgage, Inc. in June 1993, and
was initially responsible for the firm’s legal, insurance and human resource functions. He subsequently
served as Chief Operating Officer and General Counsel of ARCS Commercial Mortgage Co. from its
inception in August, 1995, until its acquisition by PNC Bank in July, 2007, when he became President of
PNC ARCS, a position he served until November 2009 when PNC ARCS and PNC’s affordable housing
finance business were reorganized as PNC Real Estate - Multifamily.
Mr. White has served for several years on the Fannie Mae DUS Advisory Council and currently serves as
its Vice-Chairman. He also serves on the advisory boards of the National Association of Homebuilders,
the Lusk Real Estate Center at USC, and Real Estate Forum Magazine. He has previously served as a
member on the Freddie Mac Multifamily Servicing Advisory Board, editorial advisor to the California
Real Estate Journal, and as a member of various committees of the California and Los Angeles County
Bar Associations. Prior to joining ARCS, he served as a real estate attorney with Pillsbury Madison &
Sutro and as Senior Vice President and General Counsel for Weyerhaeuser Mortgage Company.
He received a Juris Doctorate from the University of Santa Clara in 1977 and was admitted to the
California Bar in December 1977. He holds a Bachelor of Arts degree from California State University,
San Jose.
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William E. Whitlow
Partner
Terra Search Partners
a: 8 California St Suite 400, San Francisco, CA 94111
p: (415) 433-1630
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Multifamily Council
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John R. Williams
President and Chief Investment Officer
Avanath Capital
a: 2211 Michelson, Suite 830, Irvine, CA 92612
p: (949) 269-4714
John R Williams is President and Chief Investment Officer of Avanath Capital Management (“Avanath”) an
investment manager of real estate and real estate-related investments, based in Irvine, California. Avanath focuses
on generating attractive risk- adjusted returns through current income and capital appreciation from its investments.
Avanath utilizes a differentiated investment strategy to pursue opportunities in Affordable Housing, Urban
Multifamily, Mortgage Services and Specialty Finance. The Avanath management team averages 25 years of
experience and has successfully guided investment funds in defining growth opportunities and delivering attractive
returns. Since its inception in 2008, Avanath has raised over $200 million of investment capital, primarily from
Endowments, Foundations, Banks, Life Companies and Family Offices.
Previous to joining Avanath in 2012, John R. Williams was Managing Partner, Capital Markets of Carmel Partners,
Inc. (‘Carmel Partners”), a real estate development and investment firm based in San Francisco, California. At
Carmel Partners, Mr. Williams was responsible for capital formation, fund management, investor relations, joint
ventures, credit facilities and financing of all Carmel Partners investments. Mr. Williams was also a member of
Carmel Partners’ Senior Investment Committee. Under Mr. Williams’ direction, Carmel Partners raised over $4.0
billion of debt and closed four discretionary real estate investment funds with total equity of $2.2 billion. Capital
for these funds was provided by some of the nation’s most prestigious university endowments, foundations and
high net worth individuals.
Prior to joining Carmel Partners in 2000, Mr. Williams was a Partner and Director at Acacia Capital Corporation
(“Acacia”). In this capacity, Mr. Williams was responsible for capital formation and the identification, acquisition
and financing of multi-family and commercial properties. Acacia managed investment capital totaling $500
million. These funds were raised primarily from university endowments and high net worth individuals. Acacia’s
multi-family and commercial portfolio included interests in approximately 9,300 apartment units and 2.3 million
square feet of industrial and commercial space, having an asset value of over $700 million.
A native of Philadelphia, Mr. Williams received his BS degree in finance from Duquesne University in 1980 and
attended the Executive Education Program at the Harvard University Graduate School of Design. Mr. Williams is
a Governor of the Urban Land Institute (“ULI”), Chairman of the ULI Silver Multi-Family Council, a member of the
Executive Committee of the National Multi Housing Council (“NMHC”), a Fellow of the Aspen Institute and is on
the Board of Directors of the Aspen/Snowmass Jazz Festivals. He is a frequent speaker at national real estate
conferences sponsored by the ULI, Harvard Business School, University of California-Berkeley, Stanford Business
School, UCLA Real Estate Forum, USC Lusk Graduate School of Real Estate, Duquesne University, the California
Bar Association, Pension Real Estate Association (“PREA”), California Association for Economic Development, the
California Mortgage Bankers Association and the Lambda Alpha Honorary Real Estate Society.
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Michael A. Zoellner
President
RedPeak Properties, LLC
a: 1600 Glenarm Place Suite 200, Denver, CO 80202
p: (303) 321-7325
Mike Zoellner is the President and Chief Executive Officer of RedPeak Properties, LLC, a company
focused on developing and acquiring apartment and condominium properties that require repositioning,
adding value and holding them for the long term. RedPeak was formed in 2001 and currently owns over
2,200 units and three development sites.
Prior to forming his own company, Mr. Zoellner was a partner at Legacy Partners Residential (formerly
Lincoln Property Company) for 17 years and was responsible for apartment operations and development
in the Rocky Mountain Region. During his tenure at Legacy and Lincoln he was responsible for
development, construction and management of over 30 apartment projects totaling over 7,500 units.
Mr. Zoellner is currently the Chairman of the Colorado Multifamily Housing Alliance, a general purpose,
better government fund that represents the interests of the apartment industry. Mr. Zoellner is a member
of the Urban Land Institute, National Multi Housing Council and Denver Board of Realtors. He is a
licensed Real Estate Broker in Colorado and he has also served on both a Colorado Housing Task Force
as a result of an appointment by the Governor of Colorado, and a Downtown Housing Task Force by
appointment of the Mayor of Denver.
Currently Mr. Zoellner sits on the Board of Directors for Citywide Banks of Colorado and is chairman of
the Audit Committee. He is also a Board Member for Stewart Tile Company of Colorado. In addition he
serves on the nonprofit boards of Downtown Denver’s Business Improvement District, Regis Jesuit High
School, and Mercy Housing Inc.
Mr. Zoellner is a graduate of the Eppley School of Business at Creighton University as well as the School
of Law at Creighton University in Omaha, Nebraska.
Mr. Zoellner, a fourth generation Colorado native, his wife Nancy and their three children live in Denver.
61

Multifamily Council - Western National Group

Transcription

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