The Inner Circle Engagement Guidelines
1. Purpose & Mission
The Inner Circle brings together industry leaders from across the multifamily real estate ecosystem including property owners, property managers, and technology founders with the shared goal of accelerating innovation in the multifamily real estate industry.
Our mission is to:
Build a Coalition for Change: Leverage the diverse perspectives of all stakeholders to identify actionable best practices and overcome barriers.
Shape the Future of Multifamily Tech: Drive industry-wide improvements in how technology solutions are designed, introduced, evaluated, and implemented, ensuring that innovations benefit teams, residents, and operational workflows alike.
Foster Collaborative Dialogue: Create an open environment where participants can share insights, successes, and challenges without the pressure of sales or competitive advantage.
2. Guiding Principles
All participants commit to upholding the following core principles:
Open & Honest Sharing: Engage in candid dialogue that includes both success stories and challenges. Transparency fosters trust and accelerates learning.
Integrity & Confidentiality: Respect proprietary information and absolutely refrain from sharing sensitive data, trade secrets, or internal competitive strategies.
Actionable Problem-Solving: Focus discussions on industry-wide challenges and opportunities and the practical steps needed to tackle them.
Community Building: Recognize that while participants may represent competing organizations, our shared goal is to elevate the multifamily industry. Our combined expertise is our greatest asset.
Note: This is not a sales forum. Discussions will center on industry-wide challenges and best practices—not on promoting specific technologies or competitive advantages.
3. Event Outcomes & Next Steps
Following the roundtable, our shared insights will be synthesized into a co-authored industry resource that captures:
Key Insights: Actionable strategies and best practices emerging from our open dialogue.
Real-World Examples: Quotes, case studies, and testimonials that highlight both the challenges and successes of tech adoption in multifamily.
Future Roadmap: Thoughtful recommendations for ongoing collaboration and innovation across the industry.
This resource will be distributed to inform and inspire stakeholders, reflecting the open, intersecting perspectives of The Inner Circle—a space where diverse ideas come together to drive progress and shape the future of multifamily real estate.
4. Participation & Content Contribution
To ensure our discussions create lasting value and build a resource that benefits the entire industry, participants agree to the following terms. These terms are intended solely to foster open dialogue and the sharing of industry best practices. Nothing herein shall be interpreted as an agreement to coordinate or engage in any anticompetitive behavior or collusion.
Collaborative Authorship: Consent to being a quoted co-author in the collaborative industry resources that will be developed from Inner Circle gatherings.
On-Camera Participation: Engage in recorded discussions that will be used as part of the content distribution strategy, enhancing transparency and credibility.
Network Amplification: Commit to sharing the content and resources within your professional networks to ensure broad industry impact.
Pre-Approval of Content: Secure any necessary company approvals in advance to ensure that all shared insights are cleared for publication.
Note: Participants will have the right to review all content prior to publication, with a defined timeframe for review and approval.
5. Confidentiality & Ethical Boundaries
To safeguard the trust that is foundational to our discussions, participants agree to the following:
No Sales Pitches: Refrain from making direct promotions or sales pitches for specific products or services.
Protection of Confidential Information: Do not disclose any non-public or confidential information, including sensitive company-specific financial data, internal strategies, or proprietary information. Participants must honor all existing confidentiality or non-disclosure agreements.
Focus on Industry-Wide Challenges: Center discussions on shared industry challenges and collective solutions. Avoid conversations that could be interpreted as coordinating competitive positioning or market-fixing behavior.
Respectful Discourse: Maintain a respectful tone and ethical boundaries that reflect our commitment to fostering an environment of mutual growth and trust.
Compliance with Legal Obligations: Ensure that all shared insights comply with applicable legal, regulatory, and internal guidelines. Participants are responsible for upholding their own obligations regarding confidential or sensitive data.
6. Agreement to Participate
By attending the Inner Circle, each participant acknowledges their commitment to the rules of engagement and agrees to abide by its principles. Your participation is not only a contribution to your own success but also a meaningful investment in the collective future of the multifamily industry.