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Speakers and Panels

Resident Backed Decision Making: Operations & Amenities

Where to make investments & where you can cut back to keep leasing in line with deliveries

Martiena Schneller

Martiena Schneller

SVP, Design

Hoffman & Associates

Mike Susen

Mike Susen

Senior Director, Real Estate

Greystar

Justin Webb

Justin Webb

Senior Territory Sales Manager

Advantage Sport & Fitness

Tony Torres

Tony Torres

National Account Manager

ADT Multifamily

Jess George
Moderator

Jess George

Head of Digital Equity & Community Impact

Google Fiber

Martiena Schneller

SVP, Design

Hoffman & Associates

Martiena Schneller joined Hoffman & Associates in 2012, and as Senior Vice President of

Design, determines design and quality standards across the company’s portfolio and manages

the retail development division. With over a decade of experience, Martiena utilizes her

architectural and urban planning background to guide her development and construction

management role.

Across her time at Hoffman & Associates, Martiena has worked on several notable projects

including all residential units, office buildings and entertainment venues at The Wharf. Beyond

her work on The Wharf, Martiena managed the public-private partnership with Montgomery

County in Bethesda for two residential projects: The Darcy and The Flats, along with The Bower,

a 137-unit condominium at The Yards and The Banks, a 10-story apartment residence located

in the Southwest DC. She is currently focused on the company’s expanding portfolio including

Seaboard Station, West Falls and Parcel B at Audi Field.

Prior to joining Hoffman & Associates, Martiena served in architectural and construction

management roles at Lukemire Partnership, EE&K Architects and Wiencek & Associates.

Across her career she has contributed to the community by volunteering her architectural skills

to projects for Habitat for Humanity, Christmas In April DC and District of Columbia Building

Industries Association Community Improvement.

Martiena is a LEED® Accredited Professional. She graduated from Lehigh University with a

Bachelor of Arts in Architecture and the University of Maryland with a Master of Architecture.

Mike Susen

Senior Director, Real Estate

Greystar

Mike Susen is a Senior Director with Greystar in Charlotte, responsible for executing property management strategy in a portfolio consisting of ~14,500 units across 55 communities. Before joining Greystar, Mike was the Vice President of Asset Management for Terwilliger Pappas, creating a platform to oversee the operating and financial performance of approximately 3,000 units in the firm’s “Solis” communities across the Southeast. Before joining Terwilliger Pappas, Mike worked for Crescent Communities in asset management, overseeing a Sunbelt portfolio spanning from the Carolinas to Phoenix. He began his career in multifamily with Boston Capital in acquisitions and asset management. Mike has thirteen years of industry experience and earned his undergraduate degree from Clemson University and his Master of Science in Real Estate from the University of North Carolina – Charlotte’s Childress Klein School of Real Estate. He is a board member for both the Greater Charlotte Apartment Association and the North Carolina chapter of Shelters to Shutters.

Justin Webb

Senior Territory Sales Manager

Advantage Sport & Fitness

Justin has been a Territory Sales Manager with Advantage Sport & Fitness for over 11 years. He has a passion for fitness and enjoys working with professionals from a variety of industries to design fitness spaces that meet their specific needs and vision. He partners with clients in Multifamily, Active Aging, CRE, Corporate, Medical, Health Club, Public Agency and Recreation markets across South Carolina and Western North Carolina.

Prior to joining Advantage, Justin worked in medical device sales, providing spinal implants to neurosurgeons and orthopedic spine surgeons. He also owned and operated his own personal training business in Charleston, SC. Justin has a bachelor’s degree in Athletic Training from the College of Charleston, as well as certifications in Athletic Training and Strength & Conditioning.

Outside of work, Justin keeps himself busy by staying active and keeping up with his strength training. Most of all he loves spending time with his family!

Controlling Cost For Tomorrow's Multifamily Properties

Efficiencies in delivery & planning adjustments in the development cycle

Marshall Farrell

Marshall Farrell

Partner

Woodfield Development

Mo McRae

Mo McRae

Director of the Southeast Region

Urban Atlantic

Chad Askew

Chad Askew

Housing Studio

Senior Associate

Peet Poillon
Moderator

Peet Poillon

Senior Advisor

NFP

Marshall Farrell

Partner

Woodfield Development

Marshall is responsible for development efforts in the Charlotte metropolitan region. Prior to joining Woodfield, he most recently served as Vice President of Development for Quarterra Multifamily (formerly known as LMC, a Lennar Company) and was responsible for all development activities in North Carolina. Before this role in Charlotte, he served in several development management roles in Quarterra’s Chicago and Atlanta offices, managing the development process for various multifamily and mixed-use product types. Marshall is a graduate of The Ohio State University and is an active member of the Urban Land Institute.

Chad Askew

Housing Studio

Senior Associate

Chad Askew is a graduate of Clemson University and received a Master of Architecture from Virginia Tech. With over 25 years of experience, Chad shares responsibility for marketing and client development at Housing Studio and has been with the firm for 20 years. He also oversees roughly half the projects in the studio at any given time and is heavily involved in the design of projects, insuring that projects meet the client’s needs and adhere to a high standard of design quality. Chad holds accreditations from USGBC and the Construction Science Institute, among others. He has served on the American Institute of Architects’ Housing & Community Development Knowledge Community Advisory Committee for the past 10 years and served a term on the Mecklenburg County Building Development Commission in Charlotte.

Chad’s design and management experience with Housing Studio and other firms resulted in the creation of thousands of apartment units in dozens of apartments communities across the country. He has been involved in a wide range of construction types including wood frame, load-bearing masonry, wood-frame deck wrap, wood frame over podium, steel construction and post-tensioned concrete construction with steel stud infill. These projects span a range of multi-family residential product types including market rate housing, mixed-use, student housing, senior and active adult housing, affordable housing, and as range of urban and suburban housing typologies. This range of experience allows Chad and Housing Studio to counsel clients on a wide range of issues including site and amenity planning built around creating a sense of place and engagement, how to leverage a site’s natural attributes to maximize density in a cost effective manner and strategies for affordable construction techniques.

Peet Poillon

Moderator

NFP

Peet Poillon serves as Senior Advisor for NFP’s Property & Casualty group where he is responsible for managing client relationships throughout the southeast. His clients are primarily in the Commercial Real Estate, Construction, and Manufacturing industries. NFP has a large focus in the Commercial Real Estate landscape with a national practice that services owners, developers, and property management companies globally. In addition to Property and Casualty, NFP’s services include benefits, retirement, and wealth management. Prior to his career in the insurance industry, Peet coached collegiate lacrosse and played professionally. He currently volunteers with multiple lacrosse organizations in Charlotte and recently joined the board of the Greater Enrichment Program, centered around after school activities for at-risk elementary school aged kids. Peet graduated from UMBC in 2010. He resides in Huntersville, NC with his wife and two children.

Mixed-Use Impact on Multifamily Performance

A HowTo on maximizing property valuations through a mix of asset types

Craig Miller

Craig Miller

Senior Managing Director

The Spectrum Companies

Caci Cambruzzi Jaeger

Caci Cambruzzi Jaeger

Partner, Multifamily

Ascent Real Estate Capital

Bill Lovett

Bill Lovett

Executive Director, Development

Claremont Companies

Ryn Burns

Ryn Burns

Principal

FGM Architects

Elizabeth Herzberg

Elizabeth Herzberg

SVP, Development

Mint House

Steve Marchal
Moderator

Steve Marchal

Director, Sales

Evolution Sustainability Group

Caci Cambruzzi Jaeger

Partner, Multifamily

Ascent Real Estate Capital

Caci brings over 12 years of residential and commercial real estate experience to the Ascent team. She focuses on Asset Management throughout the entire asset lifecycle from the acquisition process, development or renovation, and operations through disposition.

Prior to moving to Charlotte from New York City, Caci worked for LCOR, a large residential developer, owner and operator. At LCOR, Caci was responsible for overseeing over $500M of multifamily renovation and development projects. Before joining LCOR in 2010, Caci was a Senior Associate at AIG’s Investment Group (AIG Global Real Estate) focused on residential real estate acquisitions and asset management.

Caci graduated from Brown University Magna Cum Laude with Honors and holds a master’s degree from Harvard University. Caci is a licensed real estate broker in North Carolina and New York. She is a LEED-certified professional and a member of ULI. She is an active supporter of several local charitable organizations focusing on opportunities for at-risk youth and the arts.

Bill Lovett

Executive Director, Development

Claremont Companies

Bill oversees development and land acquisitions activities for the Claremont Companies’ ongoing New England and East Coast market expansion. Bill brings over twenty years of multifamily and mixed-use real estate development experience to the Company. Bill has executed numerous developments across multiple product types from acquisitions and design through construction, marketing and lease up.

Prior to joining Claremont, he oversaw the acquisitions and development for Toll Brothers Apartment Living’s New England Region. Bill was responsible for growing Toll’s apartment pipeline in the region from 249 units to over 2700 units, totaling approximately 1.6 billion in development during his seven years there. Projects included a 434-unit high rise in downtown Boston, MA, 525 units in West Cambridge, MA, and 390 units in Needham, MA. Prior to joining Toll Brothers Apartment Living in 2014, he worked at The Hanover Company and New England Construction.

Bill holds a BA from Lafayette College in Easton, PA.

Ryn Burns

Principal

FGM Architects

Ryn Burns is a registered Architect with a passion for multifamily and mixed-use architecture, adaptive reuse, and sustainable design. Ryn is currently the director of FMGA's Multifamily Studio, working on projects throughout the US with a focus on the Mid-Atlantic and Midwest. He works across project teams to conceptualize and deliver effective, impactful, and inventive projects that enhance the communities they inhabit and optimize clients’ goals.

Ryn is dedicated to partnering with municipalities to analyze creative opportunities to deliver needed affordable housing and generate innovative solutions for urban infill and adaptive reuse of sites and structures. His focus at FGMA has been on growth, while continuing an exemplary tradition of client service, building long lasting relationships for repeat business.

Ryn holds a Master in Design Studies from the Harvard Graduate School of Design with a concentration in Critical Conservation and a Master of Architecture from Northeastern University. He also holds a B.A. in Architecture from Princeton University. Ryn’s academic and professional work has centered on the transformative redevelopment of existing building fabric, including adaptive reuse, historic preservation, urban infill, and deep energy retrofits. The studio’s current design work is pushing the envelope of mixed uses to create vibrant, healthy, and inspired urban environments.

Elizabeth Herzberg

SVP, Development

Mint House

As Senior Vice President of Development and Strategic Partnerships for Mint House, the leading

tech-enabled residential hospitality operator, Elizabeth oversees strategic expansion of the

company’s portfolio across the U.S. through management partnerships with real estate owners and

developers. Founded in 2017, Mint House is transforming the way we live, work and play away from

home – delivering apartment-style, design-forward spaces that offer the conveniences of home,

reliability of high-end hospitality, and tech-enabled amenities that travelers have come to expect.

Elizabeth has been a key leader in the company’s growth to 25+ properties in 16 markets. She

currently manages a team of development executives and serves as the Chair of the Mint House

Development Board of Advisors. Prior to Mint House, Elizabeth was a commercial real estate broker

with CBRE in New York, and before that, held positions in business development and marketing with

CBRE and Transwestern.

Steve Marchal

Moderator

Evolution Sustainability Group

Steve Marchal is the Director of Sales at Evolution Sustainability Group. He has over 25 years of professional experience in Sales, with the last 10 years primarily focused on the Energy and Sustainability sector.

Steve holds a B.A. in Economics from Wright State University. He currently resides in Ohio with his wife, Sherry, and their two children Taylor and Ryan. In his spare time, Steve is an Ohio High School certified umpire/referee in basketball, football, and baseball.

Opening Remarks

Michael D’Onofrio

Michael D’Onofrio

Managing Director

Engineered Tax Services

Robinson Lyle

Robinson Lyle

Market President, Charlotte

United Bank

Michael D’Onofrio

Managing Director

Engineered Tax Services

As Managing Director with (ETS) Engineered Tax Services, Michael works nationally with top CPA firms, savvy real estate investors, companies and individuals to help identify comprehensive engineering-based specialty Tax Credit and Energy Incentive solutions to maximize each situation. With a background in domestic and international finance, mergers & acquisition, real estate development and renewable energy, Michael is a regular event speaker and educator on a national level regarding cost segregation, tax credits, opportunity zones, historic tax credits, R&D tax credits, solar tax credits, “green” building techniques and other Federal, State and Local Utility energy tax incentives. Michael obtained his MBA from Nova Southeastern University’s Huizenga Graduate School of Business and Entrepreneurship in Ft. Lauderdale, FL after completing his undergraduate studies at John Carroll University in Cleveland, OH. Michael lives locally with his family in SouthPark area of Charlotte, NC for over 20 years.

Robinson Lyle

Market President, Charlotte

United Bank

Robin Lyle is Charlotte Market President at United Bank, a $30 billion regional bank headquartered in Washington, DC, with an 8-state footprint in the mid-Atlantic and southeastern United States. Lyle coordinates the business development, delivery and relationship management of all United business lines in the Charlotte market, to include commercial banking, commercial real estate, wealth management and treasury services.

A 35-year resident of Charlotte, Lyle has been involved in a number of civic activities, to include the Mint Museum, Council for Children’s Rights and Myers Park Presbyterian Church. Prior to United, Lyle served as President of Commercial Markets for RBC Bank’s United States footprint and as North Carolina President for SouthState Bank. He holds both undergraduate and MBA degrees from Wake Forest University.

Why You Should Attend This Event

Why This Matters: 

Charlotte's multifamily residential market is starting to see some headwinds for the first time in years: a flood of deliveries has led to record-setting vacancy rates; additionally, a turbulent financial market has led to an increasing push for higher rental rates to ensure projects will continue to pencil, amidst an affordability crisis that has driven some from considering the market entirely

This event will dive into the best strategies for delivering the type of product that resonates with today's residents, where to invest so as to optimize unit attractiveness while maintaining construction cost and timelines and how a mixed-use properties can bolster single asset performance and serve as an aid to leasing units. Furthermore, while a tremendous amount of supply has hit the market, according to a 2023 PwC report, real estate investors have a great regard for Charlotte as the market placed 13th in overall real estate, and 6th for homebuilding prospects

Join us as we cover the most pressing issues in the local multifamily development and investment landscape to better equip you in your search for your next deals. 

What You'll Learn:

  • What are residents gravitating towards in terms of unit layouts, amenities and level of luxury product? 

  • Which amenities are being prioritized and which are being sidelined to make the highest leasing impact?

  • What can be done to ensure projects are best equipped at inception to maximize speed of delivery?

  • What levers can be pulled to maintain project cost throughout the building process?

  • How can experiential environments in proximity to properties serve as a type of amenity to drive leasing activity and retention?

  • How do a mix of assets contribute to a diversified revenue mix to offset potential rental rate shortfalls?

For questions, recommendations, comments, press inquiries, or interest in sponsoring, please email our Charlotte Event Producer, Brandon Elsasser, at brandon.elsasser@bisnow.com. To request disability-related accommodations, please contact lizzie.smith@bisnow.com no later than seven business days prior to the event.

Venue

The Union at Station West
919 Berryhill Road
Charlotte, NC 28208 


Complimentary onsite self parking available and offsite lot for overflow parking located at 1115 Berryhill Rd. Street parking available on Berryhill Rd.

Get Directions

Agenda

Time Activity
12:00 PM
1:00 PM
Pre-Event Networking, Registration & Breakfast
1:00 PM
1:15 PM
Opening Remarks
1:15 PM
2:00 PM
Resident Backed Decision Making: Operations & Amenities

-Where to make investments & where you can cut back to keep leasing in line with deliveries

2:00 PM
2:15 PM
Brief Networking Break
2:15 PM
3:00 PM
Controlling Cost For Tomorrow's Multifamily Properties

-Efficiencies in delivery & planning adjustments in the development cycle

3:00 PM
3:45 PM
Mixed-Use Impact on Multifamily Performance

-A HowTo on maximizing property valuations through a mix of asset types

3:45 PM
4:15 PM
Closing Networking

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