The ApartMentor, 1st Qtr. 2023

7920 ACC Blvd, Suite 220 Raleigh NC 27617 919.782.1165 | 919.782.1169 FAX TAA@TriangleAptAssn.org www.TriangleAptAssn.org

Office Hours

Monday—Thursday*: 8:30am – 5:00pm Friday: Remote

* Appointments are highly encouraged. Our team members are working hybrid schedules between the office and remote.

TAA Mission Statement

The leading resource committed to the advancement of the rental housing industry through advocacy, engagement and innovation.

TAA TEAM MEMBERS

Josie H. Eatmon Executive Director JEatmon@TriangleAptAssn.org

Suzanne Pratt Director of Professional Development Spratt@TriangleAptAssn.org

Dustin Engelken Government Affairs Director DEngelken@TriangleAptAssn.org

Danielle Butler NLOL/TAAEF Executive Director DButler@NLOL-NC.org

Vicki Franciosi Director of Member Development and Engagement VFranciosi@TriangleAptAssn.org

Daniel Pauley Finance Manager DPauley@TriangleAptAssn.org

Shawna Poteat Education & Credentials Manager SPoteat@TriangleAptAssn.org

Kim Ratliff Government Affairs Associate KRatliff@TriangleAptAssn.org

Lily Mather Accounting Coordinator LMather@TriangleAptAssn.org

DIVERSITY, EQUITY & INCLUSION (DEI)

Kelli Lea, CAM, NAAEI

Danielle Parker, CAPS

EDUCATION

Mary Batten, CAPS Stephanie Tripp, CAPS GOVERNMENT AFFAIRS

Stephen A. Kenney

Amy Timocko, CAPS MEMBERSHIP

Lolita Wald

PR & COMMUNITY OUTREACH

Ashley Davoli, CAM, CFC SHRM-CP

Ashley O’Connor, MSW

SPECIAL EVENTS

Sydney Bryan, CAS

Stephanie Smith

XCEL

Bobby High Natasha

CAM

Holmberg,

Craig Nardi, CPM, CAPS S.L. Nusbaum Realty Co.

Berry Craven, CAMT Gingko Residential, LLC

Franklyn Rodriguez, CAPS, CAMT Blue Ridge Companies

Heather Crowley, CAM Bell Partners, Inc.

Mary Batten, CAPS Bell Partners, Inc.

Ashley Davoli, CAM, CFC, SHRM-CP Full House Marketing

Ashley O’Connor, MSW King Properties, Inc.

Katy Boone, CAPS, CPO, NAAEI Atrium Weston

Colleen Doubek Highmark Residential

Stephanie Smith CORT Furniture

Sydney Bryan, CAS Greystar

Becki Hale, CAM TradeMark Property Services, Inc.

Derek Tarrant, CAPS Greystar

Natalie Cook-Wooters, CAM Redi Carpet

Bernice Lopes Carolina Restoration Services

Norm Praet Brownlee Whitlow Praet, LLC

Presidents Pen ,

Craig Nardi, CPM, CAPS S.L. Nusbaum Realty Co. 2023 TAA President TAAPresident@TriangleAptAssn.org

Advocacy, The Key Ingredient

As a member of the Triangle Apartment Association (TAA), you have access to some of the best programs, education, and networking opportunities available for professionals in our industry and often this is what we are known for. However, there is a key ingredient that the TAA offers that should not go overlooked, Advocacy.

Embedded into our Mission Statement, Advocacy is one of the most important functions the Association performs, giving a voice to an industry that cannot speak for itself. Whether you view your role in the apartment industry as a job or a career, small changes in law or policy can have drastic results and impact what you do.

Over the past few years our association has worked hard to develop professional relationships with local municipalities and elected officials on the local, state and federal levels. Our goal in forming these relationships is so that we may act as a resource and part of the conversation when changes to Laws and/or Policy related to our industry are being discussed. Rather than, reacting and responding once a change is already in place.

This is important now more than ever before. Since the Pandemic the need for housing and more importantly affordable housing has increased drastically to a critical level. And, across the country

we are hearing buzz words like “Rent Control”, “Inclusionary Zoning” and “Source of Income” injected into more of the discussions. While there is not a one size fits all solution to this crisis, it is crucial that our advocacy efforts are heard and accounted for in order to develop a strategy that is sustainable and beneficial to residents, investors and developers alike. A small change in the wrong direction could potentially cause a butterfly effect and do much more harm than good down the road.

If you are reading this and would like to know how you may play a role, I would like to suggest several options available right now!

Join a committee – We have several committees that center around our advocacy efforts and the subjects that impact our industry. You do not need to be an expert by any means but if you have an opinion to share or just want to remain informed of what is happening around us, we welcome your participation.

• Government Affairs Committee - Meets the third Wednesday of each month to discuss the broad spectrum of topics that impact our industry on the local and state level.

• Affordable Housing Subcommittee –Meets the Second Wednesday of each month. If you are more passionate or concerned about housing affordability, then this is the committee for you.

Participate in the PAC – If you find that you are unable to participate in a committee but still would like to be involved and make an impact, please consider donating to the Triangle Apartment Association Political Action Committee (TAA PAC). The TAA-PAC is made up of contributions from individual members and utilized to endorse candidates on both sides of the aisle who share positions on key issues surrounding housing and demonstrate a willingness to engage with the association and our members. In 2022, the TAA PAC raised over $30,000 and supported over 19 candidates in the 2022 elections.

Share your story – More than ever, the apartment industry has been in the news and sometimes made the Headlines. This attention fosters more conversation and debate as many people look for someone to blame for the housing crisis. While debate is often necessary to find solutions, it can be disastrous if the wrong message gets out there. Many of you reading this, not only work with or for Apartment Communities but also live in apartments. Your story is critical as you know first-hand the work and investment that is put into providing a positive living experience despite how high or low the rent may be. Be cognizant of the discussions that are being held, be proud of what you do and look for opportunities to express your experience as it relates to Property Management.

Government AffAirs Committee

The TAA Government Affairs Committee was active throughout the year, hosting meetings with local elected officials, government staff, and others to discuss and deliberate on the issues affecting the industry. Committee members participated in legislative visits in Washington DC in March as part of NAA Advocate, as well as General Assembly visits in June as part of the AANC Legislative & Education Conference. The committee also worked to support TAA-PAC and provide volunteer support for various policy initiatives at the local, state, and national levels.

tAA-PAC Closes stronG

This year proved to be a strong one for TAA-PAC, which is closing in on its goal of raising $30,000. As part of these efforts, TAA was also able to meet its Affiliate Share Goal for NAAPAC, by providing $10,400 in contributions throughout the year. The funds raised by both PACs are used to support the political campaigns of candidates who understand and support the multifamily industry. This year TAA-PAC contributed $36,000 to nineteen candidates across the region for City Council, County Commission, and the North Carolina General Assembly, fourteen of whom won their respective elections. The relationships built through this work will be critical to supporting TAA’s advocacy efforts in 2023.

HousinG AffordAbility PoliCies move forwArd

The last few years have seen a focused conversation occurring around housing affordability and TAA has identified this as a critical issue for our advocacy efforts. Over the last year, TAA staff and volunteers have participated in numerous community and government meetings focused on this issue including serving on the Raleigh, Wake Forest, and Wake County Affordable Housing Advisory Committees. Additionally, we have supported policy changes at the local level that will have huge impacts on affordability, including the elimination of parking requirements in Raleigh, Missing Middle Housing Text Changes in Raleigh that will allow for more diverse housing, and additional investments in Affordable Housing across the region. We have also worked to educate policymakers on the danger of policies such as inclusionary zoning and rent control, among others.

tAA suPPorts PAssAGe of Hb 607

The General Assembly once again passed AANC priority legislation during the Short Session this summer. HB 607: Various Court Changes includes a series of provisions that affect the North Carolina court system, including a new requirement for magistrates to receive summary ejectment training. Effective January 1, 2023, magistrates will be required to receive this training as part of their annual 12-hour in-service training. This training will help magistrates to provide more consistency in interpretation and application of the law in these cases. The breakthrough for this legislation actually occurred during AANC’s annual lobby day showing again how crucial these visits are to advancing priority legislation.

Thank you

to everyone who contributed to TAA-PAC in 2022!

Contributions to TAA-PAC help ensure a strong voice for you and for the apartment industry by supporting pro-industry political candidates for state and local government across the Triangle.

Individual donors who achieved Club Level status with TAA-PAC in 2022

Amy Timocko

Andy Meador

Chris Loebsack

Cliff Rogers

Craig Nardi

Kellie Falk

Norm Praet

Sebastian Gomez

April Vasta

Berry Craven

Crystal Cosby

Dustin Engelken

Franklyn Rodriguez

Josie Eatmon

Katy Boone

Kelli Lea

Seth Wolfman

Todd Whitlow

Natalie Cook-Wooters

Paula Kotarakos

Stephanie Coble

Steve Kenney

Akeshia Thomas

Artem Lopatchenko

Ashley O’Connor

Colleen Doubek

Derek Tarrant

Ed Harris

Adam Gray

Alan Dye

Andrea Meador

Anna Pfeiffer

Atom Edwards

Becki Hale

Bernice Lopes

Bristina Harrington

Brooke Smith

Christina Penque

Cindy Nitschke

Danielle Butler

Danielle Leach

Elizabeth Riley

Heather Crowley

Heather Madden

Jennifer Tuttle

Justin Kempe

Leilani Bisselll-Ledford

Michelle Edwards Mitchell

Rachel Garavito Young

Rebecca Rosario

Scott Marczewski

Teresa Boland

Vicki Franciosi

Danielle Parker

Ethan Smith

Gene Hemby

Gray Pike

Heather Arndt

Jamie Frydlo

Janae Moore

Jerry Borders

Jimmy Stevens

Kelly Goehl

Kevin St. Pierre

Kim Caldwell

Kim Ratliff

Kyle Buckner

Mary Beth Breen

Michael Brinson

Michael Dore

Natalie Hart

Pamela Norris

Sarah Sedei

Stephanie Franks

Stephanie Smith

Suzanne Pratt

Sydney Bryan

Terry Ragland

Whitney Nye

* As a reminder, TAA-PAC Club Levels reset at the beginning of each calendar year. All contributions received after January 1, 2023 will go towards the donor’s 2023 Club Level. Scan to Donate

for more informAtion And to Contribute visit www.triAnGleAPtAssn.orG/tAAPAC.

Year-in- r eview Education

In 2022 TAA’s education sessions were slowly but surely moving back into hosting in-person classes. Over 479 individuals took advantage of the 16 educational seminar offerings and the 6 certification courses, including Property Financials for Property Managers, CPO, CFC, The Fair Housing Game Show, Leasing 101 Fundamentals, Leasing 202: For Advanced Leasing Professionals, Notary Public, HVAC Refrigerant Diagnostics, HVAC Electrical Diagnostic, Legal Issues, NAA Lease Review Training, Debit Collection, and others.

The Association offered 3 of the 5 NAAEI credential programs: Certified Apartment Portfolio Supervisor (CAPS), Certified Apartment Manager (CAM), and Certified Apartment Leasing Professional (CALP). TAA had 41 individuals walk through its doors during July, August, and October to pursue an NAAEI credential. Twelve candidates have earned their credentials thus far, while others register to take their online proctored exams.

TAA’s Certified Pool Operators (CPO) courses had 144 individuals rectify or obtain their first CPO certification, with 129 earning their certifications, with an instructor-passing ratio of 90%.

In June Mark Peele, CAMT, with PRG Real Estate, Management Inc. TAA’s CPO instructor earned the PHTA Award and was recognized for being one of the top 3 excellence in training.

The Education Committee had a busy year with its Battle of the Baskets Fundraiser. For the first time since the fundraiser’s inception, the committee approved a logo for the fundraiser. The committee raised a record-breaking amount of $6,860, with proceeds to benefit the Triangle Apartment Association Education Foundation (TAAEF). Members of the committee also volunteered to support TAAEF and its fundraisers; hosted its’ first virtual maintenance roundtable for the year in the fall with 24 maintenance/service professionals in attendance. The committee is looking forward to hosting a maintenance roundtable in person in the first quarter of 2023.

tAA mAintenAnCe initiAtive Pilot ProGrAm

In partnership with Grace-Mar Service, Inc. and Witcher Consulting, LLC, the association completed its first maintenance initiative pilot program with graduation, held on September 9th, and a Meet & Greet on September 20th to place graduating participants with a TAA owner/operator company. Participants were partnered with and interviewed by representatives of the five TAA participating management companies to provide them with an 8-week monitored work base experience (WEB) with the opportunity to hire the individual as a permanent hire.

There were eleven participants in total, six from Passion Home and five from Durham Housing Authority (DHA), who participated in a seven-week NAAEI Certificate Apartment Maintenance Technicians (CAMT) program and had the opportunity to go through the CPO certification course.

(nAAei) nAtionAl APArtment AssoCiAtion eduCAtion institute CredentiAl Courses — fACilitAtors durinG 2022

(CALP) Certified Apartment Leasing Professional

• Terry Ragland, CPM®, CAPS, CAM, NAAEI Faculty, VP of Property Management Blue Ridge Companies

• Rebecca Rosario, CAM, CALP, NAAEI Faculty, CEO Full House Marketing

(CAPS) Certified Apartment Portfolio Supervisor

• Alex Jackiw, CPM®, CAPS, COO Argenta Property Management

(CAM) Certified Apartment Manager

• Alex Jackiw, CPM®, CAPS, COO Argenta Property Management

Thanks...

You consistently “Go the Extra Mile.” Your desire, time, and willingness to fuel the professionals of tomorrow are priceless and contribute to the association’s success in providing quality education. You are a talented group of individuals, and we recognize and appreciate your dedicated efforts.

nAAei CredentiAl Holders

CAPs

Congratulations go out to the following individuals who have earned the Certified Apartment Portfolio Supervisor (CAPS) credential from the National Apartment Association Education Institute (NAAEI).

Jon-Michael Bolding - Park at Crossroads

Janice Cumbie - GCI Residential

Meaghan Dawes - Bell Partners, Inc.

CAm

Congratulations go out to the following individuals who have earned the Certified Apartment Manager (CAM) credential from the National Apartment Association Education Institute (NAAEI).

Lorielle Caesar -Forest Pointe Apartments

Elizabeth Fleming - Comet Garner

Silvia Morales - Chancery Village at the Park

Nikki Tracy - Berkshire Main Street

Dana Turner - Park Ridge Estates

CAlP

Congratulations go out to the following individuals who have earned the Certified Apartment Leasing Professional (CALP) credential from the National Apartment Association Education Institute (NAAEI).

Tashia Fuller - Apartments at the Arboretum

Molly Gibbons - Avalon Peaks Apartments

Luisana Herrera - Eller Capital Partners

Whitney Kistler - PRG Real Estate Management, Inc.

Angelica Mitchell - Flats at 540

Getting to “I Do” Again and Again (Keeping the Residence Romance Alive!)

March 16, 2023

9:00 AM – 12:00 PM

Cost: Members $99 | 2.5 CECs

Facilitator: Rebecca Rosario

This educational opportunity and topic are for the on-site team experience, managers, assistant managers, and the maintenance team.

We spend so much time, money, and effort courting our prospects and getting them to fall in love with our community. Why is it we fail at maintaining the relationship, and ultimately, residents “break up” with us? The rules of resident relationships can be rocky at times. This session is to ignite your fires into keeping the resident romance alive; and how to get them to say “I Do, over and over again and tell their friends!

Excel – Part 1

March 21, 2023

8:00 AM – 4:00 PM

Cost: Members $235 | 6 CECs

Facilitator: Ginny Hupp

Location: New Horizons Computer Learning Center, 5000 Centregreen Way, Suite 500, Cary

This training is for everyone on all levels who want to improve their skills in Microsoft Excel.

Through completing the introductory Excel 2016 training course, you’ll develop foundational data manipulation knowl-

edge and skills that you can build upon through additional training and use. Once you complete this course, you’ll be able to create and develop Excel worksheets and workbooks so you can begin to analyze critical business data.

Certified Pool/Spa Operator (CPO)

March 23 & 24, 2023 or April 13 & 14, 2023

8:30 AM – 4:30 PM

Cost:

Members, Full Course Certification $360

5 Year Re-certification Fee $295

Re-take Exam Fee $150

Facilitator: Mark Peele, CAMT

Our member pricing minimum is set by the Pool and Hot Tub Alliance formerly the National Swimming Pool Foundation. Please note! This is a one-day re-test and/ or re-certification program offering instruction in swimming pool/spa maintenance and safety. Participants will need to bring a hand-held battery-operated calculator, pencil, and paper to both classes.

Dealing with Difficult People and Difficult Situations

April 18, 2023

9:00 AM – 12:00 PM

Cost: Members $99 | 2.5 CECs

Facilitator: Rebecca Rosario

A must-attend for all onsite team members! At some point, we all encountered someone who got under our skin. When dealing with a “difficult” person or situa-

tion, the circumstances can become even tenser. If we lose our composure or allow issues to go unresolved, work relationships become strained, and both team members and residents leave because of the negative emotions and stress.

This topic impacts your entire team, from leasing to the maintenance team. Communication, both written and verbal, is the key #1 factor in solving problems and avoiding conflict. A few simple, yet effective habits can change the game and leave you feeling more confident and empowered in handling a situation(s).

NAA Lease Review & Training Seminar

April 21, 2023

9:00 AM – 4:00 PM

Cost: Members $192 | 5 CECs

Facilitator: Todd Whitlow

This interactive in-person session will cover changes/updates made to the NAA Lease and Addenda specific to the laws of the State of North Carolina. In addition, we will take a deep dive into the rights and obligations provided by the NAA Lease. We will walk through several interactive hypothetical situations beginning with the application process through the end of the lease.

Walk through the NAA Lease and Addenda step-by-step with an industry expert lawyer!

C LASS e S & S e M i NA r S

d inner m eetin G

121 Nom IN ees ~ 21 Aw A rd wINN ers

Assistant Manager of the Year

Carrie Hoffman, The Dillon Apartments, Greystar

Best Amenity

Carraway Village Apartments, Northwood Ravin, LLC

Best Curb Appeal

Caveness Farms Apartments, Highmark Residential

Best Social Media: Owner/Operator

511 Faye, Greystar

DEI Individual Champion of the Year

Liz Newkirk, Loebsack & Brownlee, PLLC

Leasing Professional of the Year

Garrett Fogleman, The Manor at Weston, Greystar

MVP of the Year

Heather Crowley, Bell Partners, Inc.

New Development Property of the Year

Bell Chapel Hill, Bell Partners, Inc.

Property Executive of the Year

Colleen Doubek, Highmark Residential

Property Manager of the Year

April Lam, Woodland Creek Townhomes & Apartments, Drucker + Falk

Property of the Year: 200 Units or Less

Stonewood Apartments, Thalhimer, Cushman & Wakefield

Property of the Year: 201+ Units

The Dillon Apartments, Greystar

Rookie On-Site Office Team Member of the Year

Ita Beedie, ARIUM Weston, Carroll Management

Rookie Service Team Member of the Year

Daryl Evans, 616 at the Village, Bell Partners, Inc.

Rookie Supplier of the Year

Alyssa Clair, Loebsack & Brownlee, PLLC

Service Supervisor of the Year

Jose Sandoval, Lake Johnson Mews Apartments, PRG Real Estate Management, Inc.

Service Team Member of the Year

Cody Richards, Woodlyn on the Green, Highmark Residential

Supplier Individual of the Year

Betsy Petruccelli, Rent.

Supplier Team of the Year

Loebsack & Brownlee, PLLC

Volunteer of the Year: Owner/Operator

Katy Boone, ARIUM Weston, Carroll Management

Volunteer of the Year: Supplier

Bobby High, Carolina Sweepers

Trade Show and After Party

March 29

NC State Fairgrounds

Trade Show – Jim Graham Building After Party – Expo Center

Night

November 30

Embassy Suites by Hilton Raleigh Durham Research Triangle

Committee

The Public Relations & Community Outreach Committee hosted two community service events in 2022. The first was a crayon and marker drive throughout the summer months that benefited the non-profit Crayons to Calculators. These supplies were specifically earmarked for public school teachers in Durham County to assist them in restocking their classrooms.

They also hosted a Day of Service with the Food Bank of Central and Eastern North Carolina. Members served a day in October at either the Raleigh or the Durham location. Meals were boxed, vegetables and juice sorted/ bagged, and lots of fellowship occurred.

Thank you to our members for your support and generosity.

XCEL Committee

The Xcel Committee hosted a bingo networking activity during the January Membership Dinner Meeting to help attendees get to know each other. They then focused their efforts on planning and presenting a virtual session titled ESG 101: The Basics of Sustainability in the Built Environment. This was held in July as part of their Rise & Grind Series. In November, they hosted Happy Hour Headshots during the After Work Networking event. With a minimum donation of $10, attendees received a professional headshot on site, and all proceeds benefited A New Lease on Life. The group raised $850 to assist families with move in expenses. And, throughout the year, committee members contributed by writing blog posts to be shared on the website.

MULTIFAMILY RESTORATION SERVICES

Paul Davis specializes in emergency and disaster response for commercial properties throughout North America. The Paul Davis network has over 300 locations ensuring our team of professional mitigation experts provide expedited emergency response. From one-off losses to enormous catastrophes involving water, fire, or environmental concerns, Paul Davis is an insurance carrier-trusted source before, during, or following an event. For over 50 years, Paul Davis remains the insurance industry’s restoration expert.

Our entire Paul Davis network came together to help our Commercial client after a devastating storm destroyed a part of their business. I love working with such a great team dedicated to serving others.

Paul Davis Commerical Estimator

Added two new management companies to providing affordable housing to our families obtaining permanent housing –Palms Associates LLC & Highmark Residential

Received $15k capacity building grant from City of Raleigh via Executive Service Corps

PROviDED HOuSiNG FOR 3 FAMiLiES exiting homelessness with 2 of these being housed in 2022

Charity Nights at Raleigh Brewing Company Cary every Thursday of October

Beneficiary of almost $1k from Happy Hour Headshot during November’s Afterwork Networking event

5th Annual Leaves to Leases 5k 10 sponsors, over 160 runners

TAA Education Foundation

TAAEF’s 10th Anniversary 10 years in Numbers –www.taaef-nc.org/post/taa-educationfoundation-10-years-in-numbers

Over $4,500 awarded in scholarships

SuCCESSFuL FuNDRAiSiNG

(Continued on next page.)

CAPS – Courtney Adams 616 at the Village, Bell Partners, Inc.

CALP – Tashia Fuller Apartments at the Arboretum of Stoltz Management of Delaware, Inc.

CAM – Olivia Holland Flats on 7th of Sandhurst Apartment Management

CAM – John Leclercq Windsor at Tryon Village of Greystar

Recipient of $6k+ from Battle of the Baskets at TAA Trade Show

Raised $1,200 from 50/50 raffle at TAAEF “Take 5” Business Exchange aka Reverse Trade Show

Reverse Trade Show

In-person event – Spring 2022

Back after 3 years!

Raised over $30,000 for TAAEF

33 supplier member companies participated

20 property owner/operator member companies participated

2023 AANC EDUCATION & LEGISTLATIVE CONFERENCE

APRIL 24-26, 2023 l RALEIGH, NC

BETSY ALLEN-MANNING MOTIVATIONAL SPEAKER