Affordable Housing Development & Finance

Increasing Supply & Funding

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  Rochelle Mills

  President and CEO, Rochelle Mills is responsible for IHO’s housing development, new project and program initiatives, business development relations, and oversees legislative, advocacy and policy interests as well as stakeholder relations. Ms. Mills brings a diverse background in architecture, design, construction administration, community planning, writing, and cultural tourism. She is immediate past President of the Southern California Association of NonProfit Housing (SCANPH), and serves on several public and nonprofit boards, services committees, and leader groups.

  Innovative Housing Opportunities

  President & CEO

  Rochelle Mills

  President & CEO

  Innovative Housing Opportunities

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  John Drachman

  Waterford Property Company is an Orange County-based real estate firm focused on acquiring and managing commercial real estate assets throughout California and Arizona. Waterford leverages its experience, relationships, and superior market knowledge to acquire and manage select real estate opportunities that provide strong risk-adjusted returns to its investors. Waterford looks for opportunities where it can utilize its asset management expertise to add immediate value while also focusing on properties that can be purchased well below projected replacement costs. To purchase its assets, Waterford partners with high net-worth private investors, institutions, and a select group of alternative funding sources. Since its founding in 2014, Stillwater has acquired and been a partner in over $170 million of office and retail assets in Southern California.

  Waterford Property Company

  President

  John Drachman

  President

  Waterford Property Company

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  Eric Nelson

  Eric is currently the Vice President of Community Development at Trumark Homes. Eric’s background in land use planning, entitlement processing, and development spans more than two decades. During that time, his role in planning, community outreach, and land use approvals resulted in the development of thousands of residential units and millions of square feet of commercial space. Eric has overseen the entitlement and development of technically complicated and politically contentious projects in jurisdictions throughout California and the western United States and is equally adept at resolving technical issues while interfacing with elected officials and community stakeholders. Eric serves on the Planning Commission in the City of Dana Point, is the President of the Orange County Chapter of the Building Industry Association and is a member of the Board of Directors at the League of California Cities.

  Trumark Homes

  VP of Community Development

  Eric Nelson

  VP of Community Development

  Trumark Homes

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  Jared Frothinger

  Jared Frothinger serves as the Senior Commercial Real Estate Loan Originator for Lima One Capital, specializing in Multifamily Rehab, Single family Rental, Airbnb portfolio financing, and Fix & Flip lending. Prior to joining the team in 2018, Jared served as the Executive Vice President for another private lender for 5 years and has over 25 years of experience in the industry. Jared earned his undergraduate degree from the University of North Dakota, his MBA from Colorado Technical University, and is a graduate of the Pacific Coast Bank School.

  Lima One Capital

  Commercial Lender

  Jared Frothinger

  Commercial Lender

  Lima One Capital

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  Linda Padilla-Smyth

  Real Estate and Financial Advisory: PS&A is a full service real estate brokerage and economic consulting firm that specializes in matching private sector real estate opportunities with public sector land use policies, joint development opportunities, economic development policies and financing/incentive programs. Affordable Housing: Provides Consulting Services to improve existing affordable housing supply and to expand the supply of housing for low to moderate individuals with grant administration and affordable housing development.

  Padilla Smyth & Associates

  CEO

  Linda Padilla-Smyth

  CEO

  Padilla Smyth & Associates

• Moderator

  Daniel Dow

  Attorney

  Buchalter

Market Rate Housing Construction, Development & Design Outlook

Site Planning & Focusing On What Tenants Want

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  Jerry Fink

  Jerome A. Fink is a co-founder & Managing Partner of The Bascom Group, LLC. Bascom has completed over $12.0 billion in multi-family and commercial value-added transactions since 1996 including more than 300 multifamily properties and 80,000 units. Bascom has ranked among the top 50 multifamily owners in the U.S. Bascom’s subsidiaries and joint ventures include the Southern California Industrial Fund, Rushmore Properties, Bascom Portfolio Advisors, Shubin Nadal Associates, Spirit Bascom Ventures, REDA Bascom Ventures, MHF RM Holdings, Bascom Northwest Ventures, Bascom Arizona Ventures, Harbor Associates, Village Partner Ventures, and the Realm Group. Bascom’s subsidiaries also include Premier Business Centers, the largest privately held executive suite company in the U.S. Prior to founding Bascom, Mr. Fink acted as Senior Acquisitions and Sales Manager from 1991 to 1995 for Pacific Mutual Life Insurance Company. His responsibilities included market assessment, property identification and negotiation, and the acquisition and disposition of real estate investments. Mr. Fink holds a Bachelor of Science in Electrical and Computer Engineering and a Master of Business Administration in Real Estate and Finance from the University of Wisconsin-Madison. He is a member of the Institute of Real Estate Managements (IREM) and Turnaround Management Association (TMA). Mr. Fink is a licensed real estate broker in the state of California, a Certified Commercial Investment Member (CCIM), a Certified Property Manager (CPM), a Certified Mergers & Acquisitions Advisor (CM&AA), and a Certified Turnaround Professional (CTP). He has appeared as a guest speaker at various functions, including those for the Urban Land Institute, University of California Los Angeles and Irvine, University of Southern California, and other assorted industry events. Mr. Fink previously served on the Board of Directors for the Wisconsin Real Estate Alumni Association and is currently a member of the USC Lusk Center for Real Estate Executive Committee.  He has previously served on the board for the Young Presidents Organization (YPO) California Coast chapter and is currently a member of the World Presidents Organization (WPO). In 2004, Mr. Fink was awarded the Apartment Executive of the Year by the Real Estate Conference Group, the industry's largest and most prestigious multifamily conference on the West Coast, and was later awarded the Rising Star award by the University of California Irvine Center for Real Estate in 2008. Mr. Fink was also recognized in the 2011 Multi-Family Executive Magazine. In 2016, Mr. Fink was awarded the Ernst & Young Entrepreneur of the Year, Orange County.

  The Bascom Group

  Managing Partner

  Jerry Fink

  Managing Partner

  The Bascom Group

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  Marcus Cook

  Mr. Cook is the Managing Partner of Sancerra (https://www.sancerra.com) – a Newport Beach, CA-based boutique development and investment firm focusing on the creation of institutional- quality, sustainable build-for-rent, for sale, apartment, and mixed-use communities across California. Prior to co-founding Sancerra, Mr. Cook spent 7 years with Irvine Company – most recently as Head of Acquisitions & Dispositions. Serving on the company’s extended operating management committee, he was responsible for acquisitions, dispositions, due diligence, development planning, market research, and analytics across the company’s apartment and commercial product lines. During Mr. Cook's tenure with the company, he managed the acquisition or disposition of 24 projects including 2,700+ residential units and 1.8M SF of commercial space with capitalizations exceeding $2.2 billion. Before Irvine Company, Mr. Cook held leadership positions with Integral Communities, MBK Homes, Larwin Company, and Bank of America. Mr. Cook received his Bachelor of Science in Business Administration from the University of North Carolina, and his Master of Real Estate Development (graduating with academic honors) from the University of Southern California. He currently serves on the Executive Committee of USC’s Lusk Center for Real Estate and previous taught as an adjunct professor in USC’s graduate real estate (MRED) program. Mr. Cook also holds the Chartered Financial Analyst (CFA) designation.

  Sancerra

  Managing Director

  Marcus Cook

  Managing Director

  Sancerra

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  James O'Malley

  With more than 38 years of experience in the real estate industry, O’Malley joined Shopoff in April 2016, acting as the firm’s Vice President – Development. In this new role as Senior Vice President – Forward Planning, O’Malley will lead the development team throughout a project’s development cycle, from land acquisition, due diligence and the entitlement process, to ultimately managing the sale of assets. James is active in representing Shopoff throughout the real estate and local community, as an Orange County Building Industry Association Board Member, a member of the Huntington Beach Wetland Conservancy Board, as well as other industry affiliated group memberships. Prior to his role with Shopoff, he held the position of Vice President, Land Acquisitions for Meritage Homes of Southern California.

  Shopoff Realty

  Senior Vice President - Forward Planning

  James O'Malley

  Senior Vice President - Forward Planning

  Shopoff Realty

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  Denise Ashton

  Denise Ashton is well versed in the planning and design field for the development industry with over 40 years of experience. Her education in geography set the stage for her broad perspective of large-scale land planning. She is a key asset to WHA and its clients because of her well-rounded expertise of the development process from project inception to completion, design through entitlement, expertise in site specific design, written, verbal and graphic presentation, as well as client relations. As one of two managing Senior Principals of the Community Design Studio, Denise’s enthusiasm and passion for the profession is inspiring. Her ability to manage and lead a team of professionals, or to be a team player herself, results in a dynamic, self-motivating, and creative planning studio. Her interaction with the Residential and Mixed-Use studios of WHA, unifies the disciplines and inspires a creative and powerful solution-oriented approach to project challenges. Denise has strong core design values that guide her successes. Her focus is in compatible contextual neighborhood design, livable neighborhood and community design, TOD development, while also balancing project objectives with client goals.

  WHA

  Senior Principal

  Denise Ashton

  Senior Principal

  WHA

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  Jeff Chamberlain

  Jeff has been involved with technology for multifamily since 2001. He currently is a National Account Manager at ADT Multifamily and provides owners, developers and management companies a fully integrated smart solution that includes in unit smart technology, smart security, common area access, cameras and gated entry solutions. The ADT solution will integrate with most property management software currently available. He has spent last 20 years in the multifamily industry and has found relationships in multifamily last so he feels you must always treat your customer "like you want to be treated" and provide the best service before and after installation to ensure everything runs smoothly. Jeff's favorite quote is "Seek first to understand before being understood" and he believes this principle is the foundation for a successful business relationship.

  ADT

  National Account Manager

  Jeff Chamberlain

  National Account Manager

  ADT

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  Amanda Donson

  Recognized for her superior client service and attention to detail, Amanda Donson enjoys facilitating complex real estate transactions on behalf of her clients and closing challenging deals. Amanda represents a wide variety of clients including developers, homebuilders, private investors, institutional investors, and global technology companies in their acquisition, disposition, development and leasing of industrial, retail, office and multifamily assets throughout the United States. From the early stages of drafting letters of intent to negotiating purchase agreements, analyzing due diligence and managing the close of escrow, Amanda is a trusted advisor working collaboratively with her clients to achieve successful outcomes. With respect to her leasing work, she drafts and negotiates industrial, retail and office leases, including build-to-suit leases, on behalf of landlords and tenants. In addition, Amanda drafts and negotiates CC&Rs, easement agreements, and development agreements in connection with her ground-up development work of shopping centers and residential subdivisions. While in law school, Amanda was a repeat recipient of the prestigious CALI Excellence for the Future Award for legal research, writing and advocacy and honored for her commitment to serving the community through her pro bono legal work. She serves on the firm's Community Outreach and Pro Bono Committees, and has recently represented a non-profit in the acquisition of a commercial building to serve as their new headquarters.

  Allen Matkins

  Partner

  Moderator

  Amanda Donson

  Partner

  Allen Matkins

Remarks from the Podium

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  Hamid Hajian

  Hamid grew up in the construction industry by learning the trade in his family’s real estate development business and has pursued a technology-oriented education and professional life in the past 20 years. Prior to founding Zebel in 2019, Hamid led the preconstruction data analytics at Western National Group, a large multifamily development/construction/property management firm, based in Southern California. He now works with large multifamily developers and GC's, such as Irvine Company, Ryan Companies, and Legacy Partners, who share their historical construction cost data anonymously through Zebel, the "Switzerland of Construction Cost Data". Hamid received a Master of Business Administration from Wharton School of University of Pennsylvania, earned a Master of Science in Construction Management and an Engineer degree in Construction Information Technology both from University of Southern California.

  Zebel

  Co-Founder & CEO

  Hamid Hajian

  Co-Founder & CEO

  Zebel