Charlotte Multifamily Update

Bill is a Principal of Smallwood, a world-wide design firm providing architecture, interior design, landscape architecture, and experiential graphics services. He has 18 years of professional experience in Architectural Design and Project Management for a broad range of projects including Multifamily, Commercial Office, Performing Arts, Worship and Industrial developments. His most recent experiences include The Walter, a 34 story, 376-unit Multifamily tower in the Park District of North Hills and the multi-year SkyHouse Program with 18 high-rise, urban, multifamily towers with over 6,000 units and 7,100-spaces of structured parking. Bill holds Undergraduate and Graduate degrees from the University of Cincinnati.

As Area Vice President for North Carolina and South Carolina at Morgan Properties, T.J. Norman oversees the operation of an over 4,968-unit portfolio. His primary responsibilities include the development and implementation of programs, initiatives and strategies that promote the achievement of optimum operational, financial and business performance throughout his region. T.J. has over 19 years of experience within the multifamily industry. He joined Morgan Properties in 2014 as a Regional Property Manager for nine apartment communities throughout Maryland and Virginia. Prior to Morgan Properties, T.J. held the positions of Director of Marketing at Bernstein Management Corporation; Regional Manager at Aimco; and Property and Regional Manager at Mid-America Apartment Communities (MAA). T.J. earned a Bachelor of Science in Psychology from College of Charleston. He is a Certified Apartment Manager (CAM), Certified Apartment Portfolio Supervisor (CAPS), and National Apartment Leasing Professional (NALP) through the National Apartment Association. Outside of work, T.J. enjoys stock trading, playing basketball, hunting, and fishing.

As a recognized leader in the architecture and technology communities, Mike Rosen is considered a trendsetter in the residential architecture industry. His areas of expertise include master planning, entitlement, new product design, visualization services, real estate evaluation, and sustainability and technology consulting. Credited with the design of over 4,000 projects, Mike’s work experience spans residential, commercial, medical, and industrial facilities. He was the 66th architect in the world to attain his LEED AP ND designation in 2011, and was a beta tester for the LEED ND exam. Mike’s LEED AP ND sustainable master planning designation and forward-thinking green projects, along with his experience with advanced visualization technologies, have helped to establish Progressive AE as a thought leader on the national housing stage. He is a sought after public speaker on a variety of housing topics and has garnered recognition in publications such as the Philadelphia Business Journal, Residential Architect, The New York Times, Computer Graphics World, and The Wall Street Journal.

With over 15 years of experience providing risk advice and consultative services to contractors and real estate owners/developers, Dustin brings expertise and experience in risk adjusted financing vehicles. With a focus on supporting the development and strategy of the Real Estate and Construction Groups, Dustin provides counsel to other related NFP entities delivering a seamless cross border service platform for clients domestic and abroad. Through the efforts of supporting the Real Estate and Construction Groups, he works towards market and product development, talent growth, and market relationships. Dustin is well versed across all lines of insurance providing senior level support with risk financing strategy, negotiation, design, and execution across the spectrum of operational and development activities as well as brokerage services, including casualty, property and builder’s risk, surety, professional and environmental liability, project-specific programs, and alternative risk finance. Prior to joining NFP, Dustin served as a Broker and Client Executive for JLT with a focus and specialization in the Real Estate and Construction Industries. Dustin earned a Bachelor of Science degree in Accounting from the University of Arizona, Tucson, AZ, and received his Masters of Business Administration and Certificate in Financial Analysis and Valuation from the University of Southern California, Los Angeles, CA. Dustin has also earned the Chartered Property Casualty Underwriter (CPCU) and Associate in Risk Management (ARM) designations.

Kyle Burrows is the Manager of the East Region Multifamily Development and Sales team for Quantum Fiber, a segment within the Mass Markets division of Lumen, a global technology company based in Monroe, LA. serving customers in North America and 60 countries around the world. Since joining the organization in 2013, Kyle has managed diverse operational and support teams ranging from retail to product rollouts and fiber network expansions. Based on Kyle’s expertise and vision for connected communities, he has transitioned to lead a team of account mangers providing fiber-based property wide Instant WiFi solutions to multifamily properties in markets across the East & Central region. Kyle resides in Wisconsin with his wife Michele and their two daughters, Cali (11) and Caydence (2). Kyle is an avid outdoorsman and enjoys introducing his family and friends to the greater outdoors.

There’s so much to say about Morris Kaplan. He’s definitely a man of high energy. Also one of engineering knowhow, family closeness, spiritual conviction, keen insights, operational acumen, land discoveries, constant integrity, vanguard achievements, widespread generosity, worldly travel, New Jersey roots and a Florida address. That’s the CliffsNotes bio. Here’s the longer one. It all started in 1976 when Morris graduated from Rutgers University with a degree in civil engineering. Educated, eager and motivated, he applied his energies to gaining hands-on experience. Morris’ roots began by learning construction from the ground up during 25 years in the field. Over the next two decades, his development expertise blossomed into all the various disciplines of real estate – closely following the career path of his revered father. It’s not surprising. Family is and always has been universally central to Morris. A dad of three and grandfather as well, he’s married to the wise and lovely Sandra Lisman Kaplan, who puts it this way: “My biggest and most important titles are Daughter, Wife, Mother, Grandmother, Sister, Aunt, and Friend. For me, my family is what always comes first.” Besides being occupied with the responsibilities listed above, Sandra makes it her business to support Morris and provide exceptional insight on issues that sometimes frustrate him. She has been a great sounding board for the whole Kaplan team. Her passion to see the firm’s projects succeed is evidenced by her participation in various aspects of communities that have been developed and ones currently on the drawing board. Behind every successful man is a great woman . . . that is Sandra. Morris is wholeheartedly thankful to have a great partner like her. Ranking second in devotion is the couple’s love of community. Giving back is instinctive, their service to Jewish organizations undeniable. He’s a past president of Young Israel of Bal Harbour, KSpace, Bris Avrohom and Monmouth Torah Links and is active in these and many more. On top of that, he’s built four synagogues, two in Florida and two in New Jersey. Sandra has also been actively involved for 35 years in Women’s International Zionist Organization (WIZO). With religion such a huge part of his life, integrity is a credo without boundaries for Morris. He’s resolute about doing the right thing. All the time. Regardless. In and outside of work. His track record is an eye-opener. Kaplan has developed 30,000 homes and 3 million square feet of non-residential projects over the last 46 years as a family company. Very focused on big dreams, Kaplan has a long-term goal of developing a billion dollars of real estate on a bi-annual basis. On the way to that target, he’s accomplishing some very daunting feats. From developing master-planned communities, working through environmentally challenging sites to build apartments, implementing new technologies like lightweight steel framing and modular constructions, building in urban or suburban markets, Morris has overseen projects that would have stymied most large and national developers. Operating ahead of the curve, Morris has instituted a slogan – The Impossible is Possible. Following his 1986 move to open up new markets in the Southeast, his 450 Piedmont development made headlines as the first private development in downtown Atlanta. Soon more and more Kaplan Residential developments were rising up in cities throughout Georgia, Florida, the Carolinas . . . and the groundbreaking announcements just keep on coming. All of this has come full circle in that Kaplan Residential recently broke ground in downtown Atlanta on a 17-story high-rise utilizing a lightweight steel framing technology, the first installation of its kind in the U.S. Like we said, Morris Kaplan is definitely a high-energy guy.

Alex Eyssen serves as Managing Director of Development for North and South Carolina and oversees the company’s 16th regional office, located in Charlotte, North Carolina. Mr. Eyssen has more than 12 years of experience in real estate development and has been directly involved in development of multifamily and student housing communities in excess of $500 million. Mr. Eyssen has also practiced as a trial attorney handling land use matters. Prior to joining Mill Creek, Mr. Eyssen was Vice President of Development for The Bainbridge Companies and worked on projects in North Carolina, South Carolina, and Florida. Prior to Bainbridge, Mr. Eyssen served as Vice President of Development, Acquisitions and Dispositions at Charlotte-based Campus Crest Development, the national real estate development company for Campus Crest Communities. Here, he helped the company’s ground-up efforts to build a $1.9 billion portfolio of student housing assets. Mr. Eyssen holds a Juris Doctor from St. Mary’s University, a Bachelor of Science from McMurry University, and is a member in good standing with the Texas Bar Association.

John Neal Manning serves as a Senior Vice President for Foundry Commercial on the Multifamily Advisory Team in Raleigh, NC. John’s team focuses on the acquisition and disposition of Market Rate, LIHTC, Student Housing, and Land Development Opportunities across the Carolinas. John has a comprehensive understanding of each market within the Carolinas and oversees business development, underwriting, marketing, and manages multiple transactions simultaneously. John has worked on over 100 transactions in his career totaling over $900,000,000 dollars. Prior to joining Foundry Commercial, John Neal worked on the Colliers International's Raleigh-Durham Multifamily Advisory where he co-managed all team operations. John’s team was recognized as the 2019 and 2020 top producers with Colliers RDU.

David Klepser is based out of Ram’s Charlotte, NC office and joined the company in 2014. He is responsible for managing the acquisition, development, construction, and asset management functions for the Carolinas. Mr. Klepser graduated from the College of William & Mary with a B.B.A. degree in 1997. Upon graduation, he worked for six years with the Investment Banking Group at First Union/Wachovia Securities (now Wells Fargo Securities) in Charlotte, NC where he executed financing, recapitalization, and strategic advisory assignments. After completing his M.B.A. at the Kenan-Flagler Business School at the University of North Carolina at Chapel Hill in 2005, Mr. Klepser joined Grubb Properties in Charlotte, NC and worked in a variety of roles in the development, finance, investments, and brokerage divisions.

Carrie Frugé represents Juniper Square as a Strategic Account Director, where she works directly with developers and private equity real estate investment managers in all facets of business development. Prior to Juniper Square, she specialized in enterprise cyber security software sales for SailPoint ($1B IPO) and CA Technologies. Her decade-long expertise in identity management, cyber security and unstructured data offers a security minded perspective to managers. Carrie is a graduate of Southern Methodist University’s School of Engineering, receiving a Computer Science degree.