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Speakers and Panels

Developing & Investing in Affordable & Workforce Housing

Capital Stacks, Acquisition, Development Strategy, Feasibility & Public-Private Partnerships

Michael Valentine

Michael Valentine

President & CEO

Habitat for Humanity, Orange County

Robert McAlister

Robert McAlister

Director, Real Estate Acquisitions

Nuveen

Tish Kelly

Tish Kelly

Senior Vice President, Housing Development

Jamboree Housing Corporation

Lindsay Crittendon

Lindsay Crittendon

Chief Revenue Officer

Tailorbird

Emil Petrossian
Moderator

Emil Petrossian

Managing Partner

Glaser Weil

Tish Kelly

Senior Vice President, Housing Development

Jamboree Housing Corporation

As Senior Vice President of Housing Development, Tish Kelly oversees Jamboree’s housing development – staffing, structure, and processes – and ensures implementation of business and strategic plan goals. She is instrumental in cultivating and managing key internal and external partnerships.

Tish rejoined Jamboree as Vice President, having previously served as Senior Director of Finance, where she notably oversaw the development of our award-winning Compass Rose community in Fullerton. Most importantly, she helped to lay a foundation for Jamboree’s existing housing development team, including hiring, training, and mentoring many of our current Project Managers. In her role as Senior Vice President, she oversees the entire housing development team and helps to implement business and strategic goals as part of the Executive Management Team.

Throughout her distinguished career, Tish has worked in nearly every aspect of the real estate business – market-rate and affordable, development and finance, for-profits and nonprofits – bringing a depth of experience in land acquisition, entitlement, funding sources, and financial structures. Most recently, she served as the Senior Director of Development for Excelerate Housing Group, managing all facets of the development process of affordable housing. Before that, she held positions with Alliant Capital, a national real estate finance and investment firm, and real estate developers Meta Housing Corporation and MacFarlane Costa Housing Partners. Tish believes a key part of her success is a strong commitment to the mission of our work and a focus on the end-result – housing more residents.

Tish returned to Jamboree not only because she supports the company’s community-enriching mission, but also because she believes that work needs to balance with her family values. She appreciates that “Jamboree is a place that values the person as much as it values the employee.” Outside work, Tish spends most of her time with her family. She loves to bike, ski, and travel with her husband, and she enjoys family camping trips, hikes, and weekend barbecues with the kids and Miso, the family’s rescue dog.

Tish received a bachelor’s degree in English and criminal justice at the University of Indiana, Bloomington, and holds a master’s degree in real estate development from the University of Southern California.

Lindsay Crittendon

Chief Revenue Officer

Tailorbird

Lindsay Crittendon is Chief Revenue Officer at Tailorbird, an AI-powered platform streamlining CapEx planning for multifamily owners and operators. Tailorbird is the third AI company where Lindsay has led and scaled operations. She brings 15+ years of executive experience across proptech, insurtech, and health tech, including leadership roles at Hippo and Headspace. A strategic operator, Lindsay specializes in bringing category-defining products to market and driving growth through operational rigor. She is a founding member of Operators Guild, a startup advisor, and a University of Iowa alum based in the San Francisco Bay Area.

Emil Petrossian

Moderator

Glaser Weil

While tenacious in the courtroom, Emil understands the many nuances of big-ticket litigation. He tailors a litigation strategy for each client, in each matter, that’s designed to formulate the best possible outcome and the greatest chance of achieving it. At every stage, Emil zealously protects and promotes the client's business interests while working toward resolving disputes, not prolonging them.

Emil is particularly sought after for:

 Complex commercial disputes involving contract, fraud and partnership claims

 Affordable housing litigation, including year-15 disputes

 Real estate and financial services litigation

 Intellectual property litigation, including copyright and trademark disputes

Emil is an active member of the community and contributes significantly to Firm management, including managing the San Diego office and co-chairing Glaser Weil's litigation recruiting committee.

Before joining Glaser Weil, Emil was a partner at a national law firm. After law school, he served as a judicial law clerk to the Honorable Gary A. Feess (ret.) of the U.S. District Court for the Central District of California.

Placemaking & Mixed-Use Projects for Success

Programming, Density, Parking & Activation

Phoebe Yee

Phoebe Yee

EVP, Design

Related California

Daniel Lobitz

Daniel Lobitz

Partner

Robert A.M. Stern Architects

Dan Gura

Dan Gura

Director

MVE + Partners, Inc.

Stephen Lee
Moderator

Stephen Lee

Partner

Citrin Cooperman

Phoebe Yee

EVP, Design

Related California

As Executive Vice President of Design for Related California, Ms. Yee leads the architecture and interior design for all market rate and mixed-income residential developments throughout California. She is responsible for the creative oversight and management of the planning, design and engineering of every market rate development, from concept and delivery to building opening. Her direct involvement in all aspects of the building process includes directing architects, interior designers and engineers through each phase of construction to ensure that the completed work is true to the project’s design intent. She is the conduit with sales/leasing and marketing, operations, and development executives, assuring informed design, constantly evolving processes, and seamless execution.

Since joining Related in 2006, Ms. Yee has been directly responsible for the design oversight and completion of numerous developments, including The Avery, Mason on Mariposa and 1550 Mission in San Francisco, and The Century, The Seychelle, The Waverly, The Emerson, and Argyle House in Los Angeles.

A registered architect and former vice president at international design firm, HKS Architects, Ms. Yee holds a Master in Architecture from the University of California, Los Angeles and a bachelor’s degree from Georgetown University. She is a recipient of the Asian Women in Business Corporate Leadership Award, former editor of the Dallas chapter American Institute of Architects newsletter, and served on the Urban Design Advisory Committee for the City of Dallas. Ms. Yee serves on the Boards of Trustees for Sci-Arc (Southern California Institute of Architecture) and the Beverly Willis Architecture Foundation. She is a member of the American Institute of Architects (AIA) and has been an invited speaker at AIA conferences, Urban Land Institute events, and housing symposium panels.

Daniel Lobitz

Partner

Robert A.M. Stern Architects

As a partner at RAMSA, Dan Lobitz leverages his wide-ranging design expertise to create places that are captivating, contextual, and contribute to the public realm.

Since joining RAMSA in 1986, Dan has been responsible for designing and managing a diverse body of work, including multi-family residential buildings, hotels and resorts, and institutional buildings. He led the design of the tallest residential building in Lower Manhattan at 30 Park Place, added romance to the Chicago Skyline with One Bennett Park, reimagined Boston's red-brick apartment houses at Lovejoy Wharf, and oversaw a new development in San Francisco that restored the residential fabric of the Presidio Heights community and featured the adaptive reuse of two historically significant structures.

Dan is active in his professional community as a member of the American Institute of Architects, the Urban Land Institute, the Congress for the New Urbanism, and the Cornell Hotel Society. He has served as a juror at the Yale School of Architecture and lectured on the evolution of luxury multi family residential architecture in New York City, from its nineteenth century origins to the present. Dan has also shared his insight into history, place, and design as a juror for the RAMSA Traveling Fellowship, as editor of Architecture and Body, and as co-author of City Living: Apartment Houses by Robert A.M. Stern Architects, and the upcoming Urban Elegance, to be published in Fall 2026.

Dan Gura

Director

MVE + Partners, Inc.

Dan brings more than 15 years of real estate experience spanning business development, multifamily brokerage, and law, with professional experience across the Los Angeles and Las Vegas markets. His deep understanding of multifamily and hospitality development—covering acquisition, entitlements, design, and project completion—strongly aligns with MVE’s vision. With an engaging personality and a well-established industry network, Dan offers valuable insight and strategic guidance that benefits both current and future clients throughout every stage of the development process.

Stephen Lee

Moderator

Citrin Cooperman

Steve Lee is a tax partner in Citrin Cooperman’s West Los Angeles office. He has over 27 years of professional tax experience in public accounting, providing tax consulting and compliance services to public and private real estate companies and private equity firms.

Steve’s tax expertise includes partnership and corporate taxation. He serves and supports his clients through all phases of an entity’s lifecycle: structuring, acquisitions, operations, and dispositions. Steve has extensive experience with REITs, real estate funds, leveraged buyout funds, growth equity funds, special debt funds, and management companies.

Prior to joining Citrin Cooperman, Steve spent 15 years with Ernst and Young’s Financial Services Real Estate tax practice, and over 7 years with PwC’s Financial Services Real Estate tax practice. During his time there, he was the engagement partner on 2 Fortune 500 Public REITs and several private REITs and real estate funds across multiple real estate sectors.

From Concept to Completion

Underwriting, Entitling, Designing & Delivering Multifamily in OC: Ground up, Value-Add & Adaptive Reuse

Stephen Logan

Stephen Logan

SVP of Real Estate, Development & Asset Management

Shopoff Realty Investments

James Armistead

James Armistead

VP, Development

Fairfield Residential

Sanford Coggins

Sanford Coggins

CEO & Founder

Vision Wise Capital

Lesley Hampton

Lesley Hampton

VP of Development

National CORE

Zack Reimers

Zack Reimers

VP – Real Estate Practice

Insurance Office of America

Mike Silvo
Moderator

Mike Silvo

Partner

MGO

James Armistead

VP, Development

Fairfield Residential

James currently serves as Vice President of Development at Fairfield

Residential, a national multifamily development and investment company based

in San Diego, CA. Since joining the firm in 2014, he has helped lead land

acquisition, entitlement, and development activities for Fairfield’s marketrate and

affordable housing pipeline throughout Southern California.

Prior to Fairfield, James was Vice President of MultiFamily Development at

Tooley Interests, a Santa Monica–based family office. James also held corporate

development roles from 2007 to 2013 at Pacific Urban Residential, Hanover

Financial, and Summerhill Homes, all subsidiaries of the Marcus & Millichap

Companies in Palo Alto, CA, where he focused on apartment development and

acquisitions.

James holds a Master of Construction Management from the University of

Southern California, an MBA from Loyola Marymount University, and a Bachelor

of Arts from the University of California, Berkeley. He is a licensed California

Real Estate Broker and a LEEDaccredited professional.

Sanford Coggins

CEO & Founder

Vision Wise Capital

Sanford's 25 years of experience as an Investment Banker and Advisor, combines a professional history of

both securities training and real estate underwriting. Founding his own Registered Investment Advisory

(RIA) firm in 2004, Sanford brings a unique background to commercial real estate as both a broker and

principal. He is one of few professionals who has successfully transitioned from being an RIA to a Sponsor of

a Commercial Real Estate Private Equity Fund.

• His professional career started as a commercial loan officer underwriting loans for real estate and energy-

related credits in one of Texas’ largest commercial banks.

• As a commercial real estate broker with Marcus & Millichap, and a principal in his own deals, Coggins has

completed over $500 million in commercial real estate acquisitions and dispositions.

• While Vice President of Wealth Management Advisory at Merrill Lynch for 16 years, Sanford managed

over $100M in client assets and co-developed a three-year $77M pilot project creating financial

opportunities for the region's ethnically diverse communities.

• The success of the pilot program earned Sanford Merrill Lynch's Lifetime Achievement Award for leadership

and excellence.

• Sanford founded VisionWise Capital LLC in January 2011.

• He received his Bachelor of Arts degree from the University of Texas at Austin and holds a post-graduate

Certificate of Entrepreneurship from the University of Southern California (USC).

• He is a featured speaker at colleges, universities and industry conferences, including courses on cash

management and business financial strategies at Price Anderson School of Business.

Lesley Hampton

VP of Development

National CORE

Lesley Hampton is the Vice President of Project Development for National CORE, where she is responsible for managing an extensive pipeline of potential projects through the development process, overseeing a large team of project managers, cultivating relationships with a variety of external stakeholders, and performing comprehensive financial analysis to create complex deal structures. She embraces the mission of transforming communities and lives through the development of quality affordable housing. With more than 18 years of experience in affordable housing and finance, she has been responsible for the development and construction of more than 2,000 units and securing more than $500 million in financing. Her entitlement and development expertise include acquisition/rehab, mixed-use, and new construction projects. Lesley received a bachelor’s degree from the University of California San Diego and a M.B.A degree from the University of California Irvine.

Zack Reimers

VP – Real Estate Practice

Insurance Office of America

Zack specializes in designing insurance strategies for large-scale real estate owners, developers, and property management firms across the U.S. His team represents portfolios between 5,000–20,000 units.

With a background rooted in analytics and advocacy, Zack focuses on solving problems most brokers don’t touch – valuation alignment, risk engineering, and portfolio leveraging that directly protects NOI and investor outcomes. As part of IOA’s national real estate practice, he helps institutional and middle-market firms navigate today’s volatile insurance landscape with the precision needed to actually close deals and protect returns.

Zack’s team operates under the philosophy of SPA – Speed, Professionalism, and Accuracy – a standard that drives every client relationship. It’s how they cut through the noise and deliver measurable results in an industry that too often moves at half-speed.

Mike Silvo

Moderator

MGO

With more than 30 years of public accounting and tax planning experience, Michael serves as a tax partner at MGO. He has supported businesses across a wide range of industries, including real estate, high‑tech, consumer products, software, biotech, life sciences, healthcare, manufacturing, construction, professional services, and nonprofit organizations.

Michael is recognized nationally for his expertise in Federal Credits and Incentives Tax. Over his career, he has led more than 450 research credit studies for companies spanning multiple sectors and has represented taxpayers before the IRS and various state taxing authorities in defending research credit claims. He has also helped clients save millions in taxes by advising on domestic production incentives, accounting methods, federal and state grant programs, and energy and “green” tax incentives, including energy‑efficient building credits.

Why You Won't Want To Miss This Conference:

What You'll Learn: 

  • Top Trends Shaping OC Multifamily: What industry leaders see as the most impactful trends across market-rate and affordable housing,  from renter preferences and pricing pressure to policy and capital shifts.

  • Active Pipeline & Investment Opportunities: A snapshot of current and upcoming multifamily and mixed-use projects, where deals are moving forward, and which submarkets are attracting capital.

  • Financing & Capital Strategies for 2026: How developers are adjusting underwriting, leveraging public incentives, and structuring deals to remain competitive and financeable.

  • Meeting Diverse Housing Demand: How OC stakeholders are addressing housing needs across income levels through product type, design innovation, zoning flexibility, and policy collaboration.

  • Submarkets to Watch: Which Orange County cities and neighborhoods are positioned for growth based on infrastructure investment, transit access, employment centers, and entitlement climate.

  • Winning the Resident Experience: How leading operators are using amenities, technology, sustainability, and thoughtful design to attract and retain renters in a competitive market.

How You'll Do More Business From Attending This CRE Event: Join Orange County’s leading multifamily owners, developers, investors, capital providers, and public-sector decision-makers for a deep dive into the forces shaping the region’s multifamily landscape in 2026. This conference will explore where capital is deploying, how projects are getting financed and entitled, and what strategies are driving feasibility in one of Southern California’s most supply-constrained and competitive housing markets. Attendees will gain actionable insight into both market-rate and affordable housing, submarket performance, and how industry leaders are navigating pressures, evolving policy mandates, and shifting renter demand.

Notable Projects, Assets & Deals: 

National CORE: New Affordable Housing Development Serves Working Families in Anaheim, Provides Venue for Community Groups to Gather ///// Episcopal Diocese of Los Angeles Celebrate Second Affordable Housing Community Collaboration

RAMSA: Related Bristol ///// Plan to transform Big Newport movie theater into high-rise condos OK'd 

MVE + Partners - MVE+Partners designs OC Vibe residential district ///// Paxton in Huntington Beach now open

Habitat for Humanity of Orange County - Currently advancing two transformative homeownership projects that will create lasting opportunities for local workforce families. This summer, we will dedicate six newly constructed three-bedroom, two-bathroom homes on West Washington Avenue in Santa Ana, including one ADA-compliant residence designed to provide accessibility for those with mobility needs. These homes represent more than two years of hard work, partnership, and community commitment. Looking ahead, we are excited to break ground this fall on a new three-bedroom, two-bathroom home on Del Mar Avenue in Costa Mesa, adjacent to a Habitat home recently purchased by another deserving family ///// Habitat OC Homeownership Innovation: Recognizing the increasing costs and limited availability of land for traditional single-family home construction, Habitat OC has strategically expanded its focus to include the acquisition and conversion of multi-family properties. By purchasing existing apartment communities and transforming them into affordable for-sale condominiums, Habitat OC is creating homeownership opportunities for more low-income working families while maximizing resources and reducing development costs and lengthy pre-development approval timelines. Following the successful acquisition of one multi-unit apartment complex, Habitat OC has recently opened escrow on an additional 18-unit rental property that will also be converted into affordable homeownership opportunities. This innovative strategy allows Habitat OC to preserve existing housing stock, increase the number of families served, and create pathways to long-term financial stability through homeownership. Guided by the belief that everyone deserves a safe and affordable place to call home, Habitat for Humanity of Orange County is redefining what affordable housing can look like in one of the nation's most challenging housing markets. For a look at the progress on our most recent project and information on families we serve, visit https://habitatoc.org/together-we-build/

Why You Should Attend This Session: Bisnow events bring together the biggest power players in the industry to identify opportunities, build your network and expand your business. With the largest audience of commercial real estate professionals in the world, no one knows how to help your business more than us.

Who You'll Network With At This Discussion: Owners, Developers, Investors, Architects, Construction, Designers, Brokers, Lawyers, Financial Institutions & Government Officials.

For questions, recommendations, comments or press inquiries please email our event producer, Samantha D'Angelo at samantha.dangelo@bisnow.com. 

Interested in Sponsorship?

Contact avery.warren@bisnow.com to get information on sponsorship, pricing and availability at this event.

Venue

Hilton Anaheim
777 West Convention Way
Anaheim CA 92802

Ballroom Name/Floor: Pacific Ballrooms C & D

Enter in lobby & go up the escalators to the second floor! 


Hotel Valet $59
Selfing-parking is $27 for the first 2 hourS and after 3 hours it's $53

Get Directions

Agenda

Time Activity
4:00 PM
5:00 PM
Networking, Coffee & Breakfast
5:00 PM
5:45 PM
Developing & Investing in Affordable & Workforce Housing

Capital Stacks, Acquisition, Development Strategy, Feasibility & Public-Private Partnerships

5:45 PM
6:15 PM
Networking Break
6:15 PM
7:00 PM
From Concept to Completion

Underwriting, Entitling, Designing & Delivering Multifamily in OC: Ground up, Value-Add & Adaptive Reuse

7:00 PM
7:45 PM
Placemaking & Mixed-Use Projects for Success

Programming, Density, Parking & Activation

7:45 PM
8:30 PM
More Networking!

PS - Want the attendee list for free?

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