Agenda - Day 2 - 3/20 | Florida Middle-Market Multifamily Forum

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Registration

Small Group Meetings

7:45am - 8:30am

Exhibition Opens, Breakfast is Served

7:45am - 8:30am

Small Group Meeting For Owners Only

Are you seeing a price adjustment happening? How are you financing more capital going into
existing properties and new deals? Are you increasing or decreasing staff? These topics will be
among the key themes discussed by you and the discussion leaders in this open discussion
format.

Ray Cleeman - Principal, Head of Capital Markets & Lending, Pensam Capital
John Azar - Founder & Managing Partner, Peak 15 Capital

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Multifamily Sessions

8:30am - 9:15am

Due Diligence Best Practices For Distressed Property Acquisitions

What to look for when working with a special servicer
Investing in bankrupt assets: What can bankrupt you?
How should you evaluate?
Digging into the 50% occupied building
Navigating through NPLs, foreclosures and deeds-in-lieu
Is it time to bust out the 2008 handbook? What are the differences in due diligence?
What can really come back to bite you?
When will lenders start to sell or are we back to extend and pretend?
Is the buy/sell valuation gap starting to narrow in general? Specific markets or sub-assets?
What can you learn from recent distressed sales?

Joe Moser - Managing Director, Benmark Capital
Nazar Nazarov - Managing Partner, Intrepid Equity Management
Yonel Devico - Founder, Crosby Capital
Natalia Sosnina - Head of Acquisitions, Terra Strategies

9:15am - 10:00am

Let Me In Coach: Is It Time To Buy? What Will Get You Off the Sidelines? The Large Owner Plenary

What will get you off the sidelines in 2025?
What types of deals are you are looking for? What would you shy away from?
Would you consider putting out/using preferred equity?
What about development deals?
Would you finance as fixed or variable?
Are AI tools making you approach deal evaluation differently?
What will be your hold strategy?

Anthony Juliano - Chief Investment Officer, Falcone Group
Carlos Burneo - Senior Director, Housing Sector Development and Investments, Nuveen Real Estate
Wanli Zhang - Vice President, Real Estate, Hamilton Lane
Jeffrey Goldberg - Co-Managing Partner, The Milestone Group
Cassie Resnick - Managing Director, Mast Capital

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Networking

10:00am - 10:15am

Networking Break

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Multifamily Sessions

10:15am - 11:00am

Your Next Acquisition: How Will You Overcome Key Hurdles to Successfully Close?

Getting LPs and lenders to sign on
Preventing re-trades
Working with non-profits and the government
Convincing the owner to sell at your price
Under-Capped Deals: How are you keeping up the quality?
How do you overcome mistakes that may have been made going into the deal?
Is AI, data forecasting and predictive analysis making your decision making easier?
What kind of alternative financing solutions should be in your back pocket?
Issues you’re finding in due diligence that have caused a deal not to progress, and the creative solutions you’ve used to get it across the finish line

Morris Kaplan - President, Kaplan Residential
John Azar - Founder & Managing Partner, Peak 15 Capital
Donald Lindsay - Chief Investment Officer & Managing Partner, Indelible Capital Partners
Eduardo Otaola - Managing Principal, Constellation Group
Ana Maria Rodriguez - Chief Executive Officer, Arena Capital

11:00am - 11:45am

Hold, Sell Or Refinance: Finding The Best Choice for Troubled Properties

How are you bridging the gap until you can refinance?
Extend vs. other modifications
Wait & Fix in ’26: How are you working through the vintage ’12 & ’22 deals?
Interest rates look like they will be higher for longer… What does that mean for you?
Considering pre-payments
Getting your price in a market with limited liquidity
Long term holders and what it takes to sell
Bridge loans and takeouts

Matt Zaverucha - VP of Acquisitions, Advenir Inc.
Austin Walker - CEO, Managing Principal, A. Walker & Company
Jimmy Carrion - COO, Lloyd Jones

11:45am - 12:30pm

Navigating Cap Rate Volatility In High-Demand Areas

Exploring cap rate spread when transacting and market rate deals
What if interest rates fall?
How will a 4% U.S. treasury impact cap rates today vs. the past?
Where are local cap rates going?
How are you setting exit cap rates on acquisitions of existing product?
Exploring affordable and workforce housing
Where will cap rates on Class B South Florida apartments will be in December 2025?

Branko Kuzmanovic - Director of Acquisitions, Empira Group
Fernando Levy Hara - Principal, Unico Developers
David Moghavem - Director of Acquisitions, Trion Properties

Day 2 - 3/20Thursday, 20 March 2025 - ET (Eastern Time, GMT-05:00)

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