Morning Keynote Speaker:
Jeff Atwater, Chief Financial Officer, The State of Florida
A fifth-generation Floridian, Jeff Atwater was elected Florida’s Chief Financial Officer in November of 2010. His commitment to public service began in 1993, when his hometown of North Palm Beach elected him Vice Mayor. Mr. Atwater was subsequently elected to the House of Representatives in 2000 and the Florida Senate in 2002, where he was unanimously selected to serve as Senate President in 2008. CFO Atwater’s priorities are to aggressively eliminate fraud that increases the cost of living, reduce regulations inhibiting job growth and economic expansion, expand his earlier efforts at fiscal transparency and governmental accountability, and protect the state’s most vulnerable citizens from financial harm and abuse.
Afternoon Keynote Speaker:
Stephen Owens, President, Swire Properties
Stephen Owens is a 30-plus year veteran of Swire Properties, Inc, one of the leading real estate developers in South Florida and a subsidiary of the Hong Kong-based Swire Properties Ltd. Prior to assuming his current role as President, Mr. Owens oversaw Swire’s commercial and residential investment portfolio totaling more than two million square feet.
Mr. Owens headed the master planning of Brickell Key in Downtown Miami, for which he spearheaded the construction of the award-winning Courvoisier Centre office complex, the three-tower Tequesta Point luxury condominium development, Courvoisier Courts, Courts Brickell Key, Carbonell and ASIA luxury condominium towers with a combined total of 2,120 units, and the JADE at Brickell Bay joint venture of 336 condominium residences. He directed the development of the Mandarin Oriental Miami, with its renowned five-star spa and Azul Restaurant.
Mr. Owens’ responsibilities with Swire have encompassed $3 billion in projects throughout Hong Kong and the states of Florida, Hawaii and Texas. Prior to rejoining Swire Properties in the United States in 1992, Owens spent two years with Swire Properties Ltd in the company’s Hong Kong headquarters where he was involved in the development of 680 residential units, two five-star hotels and 1.4 million square feet of commercial properties. He now oversees Swire’s Brickell CityCentre, an urban mixed-use development of 5.4 million square feet on three city blocks.
Pat Carroll, Founder & CEO, Carroll Organization
Patrick Carroll is the founder and CEO of Carroll Organization, one of the country’s leading privately held real estate companies focused on multifamily investment and management. Patrick started his career in 2004, forming P. Carroll Properties and investing in residential properties. Following multiple successful investments, Patrick developed residential communities within the southeast. In 2008, Patrick sold his development deals and acquired three property management companies, which have purchased and developed over $900 million in real estate. Patrick is a supporter of the UGA Terry College of Business Alumni Association and a member of Peachtree Presbyterian Church. He is involved with Dan Uggla’s Diamonds in the Rough Foundation, Fellowship of Christian Athletes, and the Boys & Girls Club.
Brian Earle, Partner, ARES Management
Mr. Earle has been associated with Ares Management and its predecessor companies AREA Property Partners and Apollo Real Estate Advisors since 2000. Mr. Earle is responsible for new investments and investment management. From 1996 to 2000, Brian worked for Charlesbank Capital Partners/Harvard Private Capital Group making investments on behalf of the Harvard University Endowment. From 1993 to 1996, he worked for Copley Real Estate Advisors on the Developmental Properties Account. Mr. Earle graduated with a BS in Business Administration, concentrating in finance, from Boston University.
Chris Aiken, Director, Blackrock
Chris Aiken, Director, is a member of BlackRock’s Real Estate Equity Transactions Group. He is responsible for acquisitions and dispositions in the Southeastern US. Prior to moving to his current role in 2011, Mr. Aiken oversaw direct property acquisitions and joint ventures for all property types in New Jersey and the Philadelphia metropolitan area. Previously, Mr. Aiken was also part of a team responsible for sourcing and maintaining joint venture partner relationships that originated over $2.5 billion of acquisition and development volume in major markets throughout United States. He joined SSR Realty Advisors, a predecessor firm, in August 2004. Prior to joining BlackRock, Mr. Aiken was an Analyst in the Investment Banking Division of Salomon Smith Barney, where he worked with companies in paper and forest products and financial institutions.
Steven DeFrancis, Chief Executive Officer, Cortland Partners
Steven DeFrancis founded Cortland Partners in 2004. He specializes in complex multifamily development and management, specific to neighborhood revitalization and positive economic development. For two decades, DeFrancis has successfully acquired, managed, developed and revitalized multifamily properties in the Southeast. He builds on extensive political and business relationships to profitably execute on every business opportunity. Prior to founding Cortland Partners, in 1995, DeFrancis cofounded Capitol Development Group, a development company who developed over 6000 units of affordable housing units across the southeastern United States. Prior to 1995, DeFrancis served as president and owner of Capitol Realty, an Atlanta real estate brokerage and property management firm. To date, his team at Cortland has managed the investment of more than $8 billion in multifamily properties, representing more than 85,000 units.
Michael Lynd, CEO & CIO, Lynd Development Partners
Mr. Lynd is currently one of the largest 3rd party multifamily managers in the United States with approximately 35,000 units under management. Lynd is an active investor ($250MM in new acquisitions in the last 12 months) and developer ($300MM currently under development) in multifamily. Lynd has also created verticals where it invests in hospitality and commercial property having recently acquired the Hancock Tower in Chicago. Lynd’s platform currently spans 20 states with regional offices in Denver and Miami. Mr. Lynd has structured the acquisition and financing of over $1 billion of real estate acquisition and development projects. He has been involved in the multifamily business for over 18 years as an owner and operator of multifamily communities.
Charles Davis, Regional Director, Met Life Real Estate Investors
Mr. Davis has worked 17 years in Real Estate Investments that is composed of 9 years as Regional Director and 8 years as Mortgage Team Leader all in Tampa, FL. He is responsible for implementing MetLife’s Real Estate Investment’s strategy for Florida and Puerto Rico. Standard real estate functions include all aspects of equity and mortgage investing such as portfolio management, origination, development and disposition of commercial real estate. Mr. Davis has additional responsibilities of developing and managing the Tampa staff of twelve (12) persons and he also participates in MetLife’s planning processes.
James Costello, Managing Director – Americas Research, CBRE
Jim Costello joined CBRE in 1994 with economic and real estate research experience developed through work with government agencies in the Chicago area. In his 18 years of experience at CBRE, Jim has worked with the Global Corporate Services team in Chicago, the Econometric Advisors (EA) team in Boston and now the America’s Research team. In his time with EA, Jim managed the office and industrial models and broadened EA’s analytical capability by integrating the forecast results into more direct applications related to investor questions on asset values. Jim currently manages the Investment Research team within America’s Research. This group delivers investment opinions and insights to institutional investors with the aim of helping them develop a “house view” on the investment opportunities presented by commercial real estate.
Jeff Goldberg, Managing Partner, Milestone Group
Jeffrey Goldberg is a Managing Partner of Milestone and co‐chairman of Milestone’s Investment Committee. The Milestone Group is a leading national real estate investment firm with over $2.5 billion of assets under management, with corporate offices in New York City, NY and Dallas, TX. Through its affiliated entities, Milestone Apartments REIT, a publicly traded open‐ended trust on the Toronto Stock Exchange and Milestone Management, a wholly owned property management subsidiary of Milestone Apartments REIT, Milestone currently manages over 36,000 units located in 12 states with 11 regional management and acquisition offices employing approximately 900 professionals nationwide.
Maxwell Peek, Senior Vice President, Waterton Associates
Mr. Peek is Senior Vice President of Acquisitions with Waterton Residential. Throughout his tenure at Waterton Mr. Peek has been responsible for the acquisition and disposition of over $1 Billion in multifamily properties nationwide, including equity and debt level transactions. Currently, Mr. Peek oversees investment activity in the Eastern region in the United States.
Mark Hafner, Senior Managing Director, Greystar Real Estate Partners
Mr. Hafner is responsible for leading Greystar’s international businesses and for its multifamily acquisitions, dispositions and asset management for the Eastern U.S. During his tenure with Greystar, Mr. Hafner has led the acquisition of over $3.0 Billion of multifamily properties. Greystar is a fully integrated company offering expertise in multifamily management, development and investment. Headquartered in Charleston, S.C., Greystar has invested over $4.0 billion in multifamily investments since its inception and currently manages over 200,000 units with a team of over 5,000 employees. Prior to joining Greystar in 2004, Mr. Hafner worked with Merck & Co. and Clear Channel Communications.
Matt Allen, Chief Operating Officer, Related Group of Florida
Matthew Allen is Executive Vice President and Chief Operating Officer of The Related Group. Mr. Allen, who joined the company in 1999, is responsible for overseeing the day to day operations of the Company. In addition, he directly oversees the finance, acquisition, human resources, marketing, legal, accounting, asset management and property management divisions. Since 1999, he was directly responsible for raising over $10 billion in equity and debt. Prior to joining Related, Mr. Allen served as Senior Vice President of Atlantic Gulf Communities. Mr. Allen has over twenty-six years of experience in Real Estate.
Cristina Sullivan, Executive Vice President, Gables Residential
Cristina Sullivan is the Executive Vice President at Gables Residential. Cris leads the national marketing, leasing and management functions that service the wholly owned, joint venture and third-party owned portfolios for both residential and retail operations. The 35,000 + unit portfolio, which consists of over 50% fee managed assets, are located in 20 markets. The assets include traditional garden style communities, mid-rise, high rise and mixed use deals. In addition, she oversees the facilities management department, and she and her team work in conjunction with Gables Residential’s investment and development groups on all new developments.
Richard Martinez, Vice President, Freddie Mac
Rich Martinez is the Vice President – Production & Sales for Freddie Mac’s Multifamily South East Regional Production & Sales group, located in McLean, VA, which covers District of Columbia and 12 states, including: Delaware, Virginia, West Virginia, North Carolina, South Carolina, Georgia, Florida, Alabama, Mississippi, Louisiana, Arkansas and Tennessee. Rich manages a staff of 14 people who are responsible for marketing Freddie Mac’s Multifamily programs, quoting / pricing loans submitted for purchase and making investment decisions on whether to purchase the Multifamily loans. In addition, Rich oversees Freddie Mac’s Senior Housing and Student Housing Programs. Annual production in the SE region has averaged over $ 4.75 billion for the last several years, with volume in 2012 exceeding $9.0 billion.
Oscar Vila, Founder & Principal, Vila & Padron
Oscar Vila has practiced law for 22 years focusing on corporate law, mergers and acquisitions and corporate law on behalf of a diverse group of domestic and international clients. The Firm of Vila, Padron & Diaz, P.A., practices throughout Florida, in all state courts as well as the Federal Court for the Southern District of Florida. The Firm’s principal area of practice is real estate acquisition and financing, engaging in commercial and residential lender representation. Additionally, the Firm has a diverse merger and acquisitions practice, involving complex corporate issues. The Firm has a diverse client base, servicing corporations engaged in business in and throughout the United States and Latin America, with a particular focus on the following industries: Real Estate Development and Acquisition, Insurance, Financial Services, Health Care, Telecommunications, Branded Consumer Products, Corporate Governance, Commercial Real Estate acquistions and Debt Restructuring.
Yamal Yidios Char, President & CEO, Y-Tech International
Yamal Yidios Char is the founder and CEO of Ytech International. Since 2005, Ytech has invested in approximately 5,000 multi-family apartments totaling more than $250 million. The company’s investment profile includes the acquisition of residential developments in need of significant remodeling and repositioning. The majority of the company’s current holdings are concentrated in southeast Florida, however, the company is expanding as well. From 2004 to 2005, he worked with Atkins Engineers and M2E Consulting Engineers as a Project Manager performing consulting work in construction defect mitigation, scheduling, plan reviews, owner representation, condo conversion engineering evaluations and financial assessment for multimillion dollar condominiums in South Florida.
Tim Peterson, Chief Financial Officer, Altman Companies
Timothy A. Peterson joined The Altman Companies in 2003 as a Partner and Chief Financial Officer. He is responsible for managing all of the equity and debt relationships as well as overseeing the accounting, reporting, tax, MIS and personnel functions for the entities that make up The Altman Companies. Tim has over 25 years of real estate experience and over 18 years of multifamily experience. Previously, he was the Executive Vice President and Chief Financial Officer of a real estate investment trust (REIT) that developed, acquired, managed and leased industrial and office properties in the Eastern United States.
Michael Ging, Managing Director, Alliance Residential Company
Mr. Ging joined Alliance Residential in 2007 as the Managing Director for the Florida Division and is responsible for all new development and acquisition activity throughout the State of Florida. Within the last 3 years, Alliance has closed on over $300 million in new development projects in Florida and is currently under construction in South Florida with two new projects. Mr. Ging has 25 years of industry experience — including acquiring and financing more than $200 million in assets and developing 6,000 multifamily units worth over $750 million — Most recently, Mr. Ging served as President of Silverstone Communities in Florida.
Zach Goldman, Director of Operations, TGM Associates
Zach Goldman is the Director of Operations and Partner of TGM Associates, a New York City based investment advisory firm that specializes in multifamily real estate throughout the United States. Goldman joined TGM in 2007, after working for a national residential developer, where he was responsible for the entitlement, planning and development of mixed-use communities. As Director of Operations, Mr. Goldman is responsible for managing and overseeing TGM’s day-to-day multifamily operations, which include marketing, leasing, maintenance, construction, energy management, training, and human resources. Zach is involved in the implementation of new business strategies developed to maximize the value of TGM’s operating assets.
Peter Lewis, President, Wharton Equity Partners
Mr. Lewis is Chairman, President and a founder of Wharton Equity Partners. Since its inception in 1987, he has overseen the expansion of the firm’s investment reach in the areas of real estate and private equity. Regarding its real estate activities, Wharton Equity plays an active role in the transactions it undertakes. With roots in large scale residential development, as well as the ownership of various asset types from office, hotels, and apartments to self-storage, the firm combines in-depth operational experience, with institutional capital markets sophistication. Mr. Lewis recently spearheaded the launch of the firm’s multi-family strategy with the purchase of over $150.0 million in multifamily properties located primarily in the southeast and central US. In addition, in January of 2013, Wharton Equity expanded its operations into the Miami market with its purchase of a note secured by a 2.2 acre parcel of land in downtown Miami, zoned for a 2 million square foot mixed use project
Jay Jacobson, President, Stiles Residential
Mr. Jay Jacobson currently serves as president of Stiles Residential Group, the residential development and investment services division. Mr. Jacobson is responsible for managing the day-to-day operations of the division and developing new business opportunities with a primary goal to expand Stiles’ residential presence throughout Florida, North Carolina and beyond. Leveraging Stiles’ existing property pipeline and relationships with partners, investors and financial institutions, Mr. Jacobson has been focusing his initial efforts on developing multifamily properties throughout South Florida – from Palm Beach to Broward and Miami Dade Counties.
Charles Barrus, Development Director, Wood Partners
Charles Barrus is the regional development director for Wood Partners in the South Region, covering primarily Florida, Georgia, the Carolinas, and southern Virginia. He has development and finance responsibility for all new projects in the South Region. Since 2002, Barrus has been actively involved in the financing, development and disposition of more than 6,000 multifamily units with a total capitalization in excess of $800 million. Before joining Wood Partners in 2002, Barrus worked as a manager in business planning and development for the Walt Disney Company, where his responsibilities included hotel development and transportation strategy. Prior to his current role at Wood Partners, he was a development director for the firm in North Florida.
Jake Hollinger, Chief Operating Officer, GoldOller Real Estate Investments
As a founding member of GoldOller Real Estate Investments, LLC, Jake currently serves as Chief Operating Officer. In this role, he directs new investments for the GoldOller portfolio and oversees management operations for all investments. In four years, GoldOller has acquired 6,500 apartment units in 7 states with an asset value in excess of $500mm. Jake has 15 years of experience working in real estate investments, acquisitions, development, finance, and management.
Justin Toal, Chief Investment Officer, Fifteen Group
Justin Toal is the Chief Investment Officer and a Senior Principal of Fifteen Group. Mr. Toal oversees the acquisition, development, repositioning, and management of the firm’s nationwide real estate investments. Prior to joining Fifteen Group, Justin served as President of TVT Partners, and was a Managing Partner at Simmons Vedder and Castle Hill Partners, where he opened the firm’s Florida office and supervised the underwriting of more than 700 market-rate and distressed assets, including loans, REO’s, bonds, and debt portfolios. Previously, he was Vice President of Acquisitions for O’Connor Capital Partners in New York, covering major North American markets including Florida, New York, Washington D.C., Mexico City, Boston, Chicago, California, and Texas, and involved in the investment, management, and development of more than $2 billion of real estate transactions. Justin serves on the Alumni Board for the Columbia University Masters Program in Real Estate Development, as well as a member of the Urban Land Institute.
Kendall McEachern , Chief Executive Officer, Acentria, Inc.
With a 30-year background in risk management and insurance brokerage for the real estate industry, Kendall has been responsible for approximately 500,000 multi-family/condo units and 7,000,000 square feet of commercial office and retail space. Kendall’s responsibility as CEO is providing daily leadership and direction for the Acentria organization. Additionally, Kendall is one of the largest revenue agents within Acentria and manages multiple clients, insurance programs and coverages.
Robert Given, Vice Chairman, CBRE
Robert Given, Vice Chairman, is a member of the CBRE Institutional Group, CBRE Major Accounts Group, CBRE South Florida Senior Leadership Board, University of Florida’s Real Estate Board, National Multi-Housing. Robert is responsible for co-leading a ten-member team that focuses business primarily in Florida. With a proven track record for successfully participating in the sale, marketing, and consulting of over 300 investment properties, Robert and his team have represented over 85,000 multi-housing units and land transactions, with a value in excess of $12 billion. Among his many accomplishments: the CBRE No. 1 Producer in Florida in 2012, 2011, 2010, and 2009 and, served as a Top 25 CBRE producer in Florida for 8 years. His successes have gone beyond transactions as well. Robert is a benefactor and advocate for several high profile South Florida charities including Dan Marino Foundation, Voices for Children, and Kids at Home, and participates through CBRE’s philanthropic program, CBRE Cares. Prior to joining CBRE, Mr. Given served as President and COO of the Altman Management Company and Director of Dispositions for Altman Development Company.
Greg West, Chief Development Officer, ZOM
Mr. Greg West, Chief Development Officer of ZOM, Inc., is responsible all company development activities nationwide. He joined ZOM in 1997 and has since developed over 5,500 multifamily units including more than 175,000 square feet of commercial space with total capitalization of over billion dollars. Mr. West’s experience ranges from suburban garden apartments to complex urban mixed use properties involving multifamily, retail and office. In south Florida ZOM currently has five active developments totaling over 1,500 units and currently has in excess of $600M under construction nationally. Prior to joining ZOM, Mr. West worked in a development capacity for Paragon Group, a REIT specializing in multifamily properties. He was involved in the implementation of new multifamily developments and the repositioning of existing projects in both the Midwest and Florida.
Calum Weaver, First VP – Private Capital Group, CBRE
Calum joined CBRE in 2000 and is a First Vice President of the Investment Properties division and co-leads the CBRE’s Multi-Housing Private Capital Group which exclusively focuses on the marketing and disposition of multi-housing properties on behalf of private or non institutional owners in South Florida. The typical CBRE Private Client Group deal size is between $1 to $20 million. In the past three years he has successfully sold 50 multi-housing properties totaling over $700 million in South Florida on behalf of his clients. In 2007, Calum founded CBRE’s Multi-Housing Private Capital Group in South Florida. The Group specializes in providing best in class advisory services to private real estate investors, owners and developers.
Kevin Rostowsky, Senior Managing Director, NXT Capital
Kevin brings more than 20 years of commercial real estate lending expertise to NXT Capital. He most recently served as Managing Director of Merrill Lynch Capital Real Estate Finance, where he was responsible for opening origination offices in the eastern United States and hiring and managing 20 professionals. Kevin and his team specialized in sourcing and underwriting first mortgage, mezzanine and equity investment opportunities for all property types. Prior to joining Merrill Lynch Capital, Kevin was Director and Team Leader at GE Capital Real Estate and at Heller Financial. He began his career at The Travelers, where he successfully restructured and disposed of a $500 million portfolio of troubled loans.
Larry Sloan, Senior Vice President, Behringer Harvard
Larry R. Sloan serves as senior vice president of development for Behringer Harvard. Mr. Sloan oversees the multifamily development platform and as a senior transactions officer is also responsible for sourcing real estate acquisition and recapitalization opportunities for Behringer Harvard Multifamily REIT I, Inc. Since joining Behringer Harvard, Mr. Sloan has transacted on more than $1 billion of acquisition and development opportunities. Mr. Sloan joined Behringer Harvard in July 2007 after spending nine years in the commercial real estate industry with the Archon Group. In his most recent position with Archon, Mr. Sloan served as acquisitions manager responsible for sourcing opportunities on behalf of Whitehall Street Real Estate funds and their sponsor, Goldman Sachs.
Jay Eisner, Partner, LEM Capital
Mr. Eisner is a founding partner of LEM Capital, a series of private equity funds that is currently focusing on investing in quality, value-add multifamily properties in primary and secondary markets throughout the United States. LEM provides equity and partners with local hands-on real estate companies that are skilled at renovating, repositioning and managing multifamily properties. Since founding LEM in 2001, he has been involved in all aspects of the company’s formation and operations, co-managing LEM’s three existing funds with over $675 million of equity commitments and investments in over $2 billion of real estate equity and debt transactions.
Callum Parrott, Executive Managing Dir. – Southeast/Florida, Mill Creek Residential Trust
Callum Parrott serves as the Executive Managing Director for Mill Creek Residential Trust LLC’s Southeast Division. Callum is responsible for the development and construction of multifamily communities in the Southeast market. Prior to the MCRT start-up in August 2010, Callum worked in the same capacity with Trammell Crow Residential from 1999 – 2010 where he was responsible for new project development, design and approval for multi-family developments in Georgia and South Florida. During his leadership the division has developed/is developing over 4,100 units with a total capitalization of over $810 Million. Prior to joining Trammell Crow Residential, Callum was a real estate developer for a regional restaurant chain where he was responsible for site acquisition and development in Georgia, North Carolina and Pennsylvania. His prior experience includes three years of property management with Gables Residential in Atlanta.
Kinsey Sale, Asset Management, JP Morgan Chase
Kinsey Sale, Associate, is an asset manager in J.P. Morgan Asset Management – Global Real Assets’ Multifamily/Alternatives group. An employee of J.P. Morgan since 2006, she is currently responsible for managing a portfolio of development and stabilized residential properties in Pennsylvania, Virginia, the Carolinas, Tennessee, and Southeast Florida. Prior to joining the Global Real Assets group, she was a research analyst at GVA Williams. Kinsey is a member of the Urban Land Institute.
Tony Duplisse, Senior Vice President, Equity Residential
Tony Duplisse is the Senior Vice President of Investments for the Southeast Region of Equity Residential; the largest publicly traded apartment company in America. As Senior Vice President, Tony is responsible for all aspects of EQR’s investment, portfolio and capital project management for the 50 properties (20,000 units) in Atlanta, Orlando and South Florida. With extensive experience in real estate finance and portfolio management, Tony joined EQR in January 1998. Previously, he was a Vice President of Asset Management for Walden Residential Properties Trust where he was responsible for oversight of their 21,000 unit portfolio. In that position, he successfully managed portfolio growth to over 40,000 units and coordinated their ancillary income initiatives.
Grant Cardone, Founder, GrantCardone.com
Grant Cardone is an international sales expert, New York Times best-selling author, star and executive producer of the reality TV show Turnaround King and host of the Cardone Zone radio show. He is regularly seen on CNN, MSNBC, FoxNews, Fox Business, and contributes to Huffington Post, Entrepreneur, Forbes Inc., and Wells Fargo. Grant has shared his sales and business expertise as a motivational speaker and author of four books: Sell or Be Sold; The Closers Survival Guide; If You’re Not First, You’re Last; andThe 10X Rule. As a professional real estate investor, Cardone has bought and sold over 2,500 units in property markets across the United States including San Diego, CA. Austin, TX, Charlotte, NC, and Florida. In 2012, Cardone made the largest individual multi-family real estate transaction in the state of Florida and believes multi family properties are an excellent, stable, dependable long-term investment.
Gerard Yetming, Senior Vice President, CBRE
Mr. Yetming joined CBRE in 2002. His current role involves the responsibility for the strategic positioning, financial underwriting and market analysis of CBRE listed multi-housing assets. During his tenure with CBRE, he has been involved in over $6.4 billion of multi-family assignments, representing over 52,000 units. Mr. Yetming was previously Chief Investment Officer for The Federated Companies, a national real estate investment group that developed and managed over 7,500 units of residential housing with an aggregate value of over $1.5 billion. Mr. Yetming has also founded several successful businesses including a real estate brokerage, a business brokerage and a maintenance service company. Prior to this, Gerard was the President and Chief Financial Officer of JuniorNet, a 125-employee Internet company based in Boston.
Charles Foschini, Vice Chairman, CBRE
A nationally recognized market leader in real estate investment banking, Charles has led CBRE as its Vice Chairman in the capital markets division, dominating the state’s loan activities and defining their presence in Florida. He is responsible for business development and the structuring of complex debt and equity investments throughout the region. Since opening the office, Charles has been involved in the sale and financing of more than 300 investment properties totaling over $9.4 billion in value, including several landmark single asset transactions in excess of $200 million. Widely respected throughout the industry and the firm, Charles has consistently been honored as a top 200 salesperson and a recipient of the Colbert Coldwell Circle, which recognizes the top 3% of commissioned salespeople at CBRE. Charles currently serves on the Debt & Equity Finance division’s G-20 leadership council, which functions as the employees’ liaison to senior management on issues of importance to both our clients and the firm, and was the 2005 winner of the CBRE’s Innovation Award for his team’s cutting edge business practices.
Shelton Granade, Executive Vice President, CBRE
Shelton Granade is an Executive Vice President within CBRE’s Investment Properties Group and has finished as one of the Top Five Multi-Housing Brokers in the country in each of the last three years. Granade and the Central Florida Multi-Housing Group have executed more than $4.5 billion in apartment transactions in the Central Florida area. His depth of capital relationships and transaction management expertise are reasons owners frequently select CBRE to handle important dispositions ranging in size from $5 million to more than $100 million. The assets sold range from older communities built in the 1970s that presented “value add” opportunities to “AA” institutional assets that were completed in the last five years. Granade has helped negotiate some of the highest priced sales in Central Florida, and focuses on creating value-added strategies for clients throughout the acquisition/disposition process.
Jay Massirman, President & CEO, Rivergate Companies
Jay Massirman serves as President and CEO of Rivergate, a multifamily management and investment firm headquartered in Miami, Florida. Rivergate specializes in enhancing value to its luxury and affordable housing portfolio value by utilizing its core strengths in marketing, accounting, social media, corporate training, revenue management and repositioning capabilities. He has 30 years’ experience in the commercial real estate and multifamily industry including the sales, financing, development, construction, and management of over 100,000 multifamily units and several commercial property types including: land entitlement, limited service hotel and urban self-storage development and management.
John Bradford, Founder & CEO, Park Avenue Properties
John Bradford is the CEO & Founder of Park Avenue Properties. Park Avenue Properties is a residential Property Management firm headquartered in Charlotte, NC, and has operations in 8 cities within three states (NC/SC/TN.) His firm currently manages 2,300+ residential assets. John worked for ExxonMobil (Environmental Engineer – 4 years) and IBM (Executive Sales – 10 years) prior to starting his firm. John serves on several professional and charitable Boards in various leadership roles. He is serving a second two-year term on the National Board of Directors for the National Association of Residential Property Managers (www.NARPM.org) as the Southeastern Regional Vice President and was recently slated to be the 2014 National Treasurer. He is a certified IREM, NARPM and NC Real Estate course instructor.
Gary Crane, Senior Managing Director, Greystar
Gary Crane is a Senior Managing Director of Real Estate and is responsible for the Florida Region which is currently comprised of 22,000 apartment units in Florida. Day to day responsibilities include revenue generation and overall performance of the Florida region. He currently has one Managing Director, two Senior Directors and one Director reporting to him who is charged with driving new business development initiatives, achieving operational excellence and accountability of the P&L of their respective city office operations. Gary is a member of Greystar’s Operating Committee. Prior to joining Greystar Gary was a Principal with Trammell Crow Company. Over that fourteen year period, Gary held numerous leadership roles lending to the firms growth and overall success in the real estate service sector. Gary is a graduate of Jacksonville University where he earned a Bachelors of Science in Business Administration. Gary is a licensed Florida Real Estate Broker and holds a RPA designation from the Building Owners and Managers Association.
Javier Aviñó, Partner, Bilzin Sumberg
Javier Aviñó is a partner in the Government Relations & Land Development practice group at Bilzin Sumberg, one of Miami’s preeminent commercial law firms. Javier represents clients in the land development approval process including various planning and zoning applications, code enforcement, comprehensive planning, platting, licensing, and environmental permitting. His projects involve major high-rise residential condominiums and rentals, commercial and institutional buildings, hotels, single family residential developments, affordable housing developments and public-private projects. Javier represents private and public sector clients before various state, county, municipal governments and regulatory bodies throughout South Florida.
William Procida, Founder, Procida Funding
William “Billy” Procida is president of Procida Funding & Advisors. Thefirm specializes in providing management and capital for both distressed and value-added situations.. During his 30-year career, Mr. Procida has completed several billion dollars in projects as financier, developer, builder and restructuring advisor. From 2000 to 2008, Mr. Procida was the founding member and majority shareholder of Palisades Financial, which formed and managed two private equity funds. Palisades invested and managed over 100 positions including bridge loans and mezzanine loans. The firm’s loans and equity positions on assets were valued in excess of $1.5 billion. He was the recipient of the New York City Developer of the Year Award, The Governors Excellence Award and the National Association of Homebuilders’ Pillar of the Industry Award. The firm was also nationally ranked among America’s Top 400 contractors and listed on The Professional Builders 400 List.
Evie Law, Vice President – Operations, Incore Residential
Evie serves as Incore Residential’s Vice President of Operations. She has management oversight of all site operations throughout Incore’s portfolio. She has over 8 years of real estate experience, including commercial, single family and multifamily. Evie’s expertise include business development, property repositioning and rebranding, market research, marketing strategies, personnel management, contract negotiation, and business-to-business sales. Prior to joining Incore Residential, Evie was the Market Publisher of a nationally recognized multifamily advertising corporation. Under her management, the team was nominated for Market of the Year and Sales Team of the Year. Evie is recognized in the industry as an innovative professional with a strong business acumen and exemplary work ethic.
Peter Scola, Senior Managing Director, Cantor Commercial Real Estate
Peter Scola is a Senior Managing Director at Cantor Commercial Real Estate. Prior to joining Cantor Fitzgerald, Mr. Scola worked on the acquisition of distressed commercial real estate debt for a New York City real estate investment company that he joined from Wachovia Securities LLC. At Wachovia Securities LLC he ran the New York office as well as the Institutional Capital Group. He was responsible for origination, structuring, distributing and execution of more than $14 billion in commercial real estate financing and $4 billion in M&A assignments. He also directed more than $50 million in equity investments in real estate private equity companies.
Roxanne Amoroso, Senior Vice President, Incore Residential
Roxanne Amoroso is the Senior Vice President for Incore Residential. Ms. Amoroso brings a wealth of experience in the finance and development of multifamily. Previous to her new position at Incore, Ms. Amoroso was a Senior Vice President for Banc of America Community Development Corporation for 12 years, overseeing the multifamily development activities in the State of Florida. During her career Ms. Amoroso specialized in multifamily and master development financial modeling, development strategies for large urban renewal projects for mixed use communities valued at $425 million to $1 billion in economic development, along with new, individual multifamily developments and acquisition and rehabilitation of individual multifamily properties ranging from $12 to $38 million. Ms. Amoroso’s projects have won national and regional acclaim through the National Association of Home Builders, Commercial Real estate Women, the Tampa Bay Business Journal, the National Association of Office and Industrial Properties.
- Victor Ballestas, Principal, Integra Investments
- John Bezzant, Chief Investment Officer, AIMCO
- Seth Heller, Managing Member, Fortune Capital Partners
- Kevin Miliffe, Director, Doral Bank
- Marc Shulman, Principal, North Beach Properties
- Chris Westfahl, Managing Director, Silverpeak Real Estate Partners