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Report Writing and Valuation Analysis

    Date: February 11 - 16, 2010   Location: Indianapolis, IN
 
  Course    
Category  Other [Oth]  
Level  II  
Attendance Hours  26.0  
Exam Hours  14.0  
Current Price  $ 525.00 Member
$ 575.00 Regular
 
  Instructor    
Dan L. Swango, MAI, SRA  
    
 
  Location    
Name  Indianapolis, IN  
Address  9247 North Meridian Street  
   Classroom I (first floor - north end)  
City  Indianapolis  
State  IN  
Zip  46260  
 
Click Here to check state approvals
     
 
  Sponsor / Contact    
Chapter  Hoosier State
Website  www.aihsc.org  
Contact Name  Shannon O'Keefe  
Email  AIHoosierState@sbcglobal.net  
Phone  (317) 815-1340  
Fax  (317) 815-1341  
 
  Description    
This course provides instruction and practice in communicating a narrative appraisal. Lectures focus on relevant questions in each step of the valuation process and on the integration of the various parts of an appraisal report. Participants work through a case study, deriving conclusions and organizing them into a consistent, well-reasoned narrative. The examination consists of various parts of a Self-Contained Appraisal Report, which are prepared as homework assignments and submitted at the end of the course. By focusing on effective organization, style, grammar, and the elimination of wordiness and ambiguity, participants learn to develop good writing habits and communicate effectively in appraisal reports.



This course may be used to fulfill the 30-hour Elective topic requirement toward certification in states where approved for QE credit. NOTE: This course is not a substitute for the prerequisite General Appraiser Report Writing & Case Studies course.



Note: Required MAI Designation Course


Content:


  • Effective communication skills
  • Preparation and presentation of various sections of an appraisal report
  • Discussion and critique of writing style and grammar


What You Will Gain:


At the end of the course, you will be able to:


  • Organize facts and conclusions into an objective, logical argument that supports judgments with concrete and specific evidence
  • Select the facts and ideas that are relevant to a specific topic
  • Write meaningful conclusions
  • Recognize and correct common errors in English grammar and usage

Required Text


The Appraisal of Real Estate, 13th ed.

Uniform Standards of Professional Appraisal Practice (USPAP), current ed.


Downloads
  • Table of Contents and Overview [PDF]
  • Course Schedule [PDF]
    •  
      Audience    
    General or residential appraisers with experience writing narrative reports for commercial properties
     
      Equipment    
  • HP12C calculator
  • You must be familiar with calculator operation when the course begins. Answers to problems in course material are shown using the HP12C. Do not come to class expecting to be taught how to use a financial calculator.
  • Free Review—Using a Financial Calculator; Symbols and Formulas, Capitalization Selection Tree, and Sample Problems; and Financial Calculator Practice Exercises
  • For additional help with the HP12C calculator, take our online seminar, Using Your HP12C Financial Calculator.
  • Participants are required to have access to a computer and printer for assigned work outside the classroom. Only typed or word-processed narrative exams will be accepted. NOTE: The Appraisal Institute does not provide computer equipment or software.
    •  
      Prerequisites    
    Successful completion of Basic Appraisal Principles, Basic Appraisal Procedures, General Appraiser Income Approach/ Part 1, General Appraiser Income Approach/ Part 2, General Appraiser Sales Comparison Approach, General Appraiser Site Valuation and Cost Approach, and General Market Analysis and Highest & Best Use or equivalent courses is required.

    Students must sign a waiver at the beginning of the course stating that they have the prerequisites. If they do not, they will not hold the Appraisal Institute responsible and will not expect to receive special attention during the course.

    Required
  • Uniform Standards of Professional Appraisal Practice, current ed.
  • The Appraisal of Real Estate, 12th ed.
  • A Guide to Appraisal Valuation Modeling
    •  
      For Further Reading    
    •  Report Writing and Valuation Analysis  
    •  The Dictionary of Real Estate Appraisal, 4th ed.  
    •  The Appraisal Writing Handbook  
    •  Appraising the Appraisal: The Art of Appraisal Review  
    •  A Guide to Appraisal Valuation Modeling  
     
      Disclaimer    
    Cancellation Policy
    • Up To 15 days prior to program start date, refund in full.
    • 10 - 14 days prior to program start date, $100.00 cancellation fee.
    • Less than 10 days prior to program start date, forfeit of payment.
    		   Transfer Policy
    • Up To 15 days prior to program start date, $25.00 transfer fee.
    • 10 - 14 days prior to program start date, $50.00 transfer fee.
    • Less than 10 days prior to program start date, no transfer allowed.
    		    


    Program materials will be picked up at the site.
     
      Additional Information    
    CLASS LOCATION: 9247 N. Meridian Street, Indianapolis, IN 46260. Classroom is on the first floor north end of building. Please note registration runs from 8:00AM to 8:30AM with instruction starting PROMPTLY at 8:30AM. Following Appraiser Qualifications Board minimum criteria requirements, 100% ATTENDANCE IS REQUIRED FOR ALL APPRAISAL INSTITUTE EDUCATION PROGRAMS. Students should not be late or leave early. Those missing class times may not receive credit. **If needed, sleeping rooms are available at a discounted rate. To take advantage of special rates that The Hoosier State Chapter of the Appraisal Institute has negotiated, please mention you are with the Appraisal Institute when booking the following accommodations. The Comfort Inn and Suites located at 9090 Wesleyan Road, Indianapolis, IN 46268 (317-875-7676) offers a room and deluxe continental breakfast for $59.95. Homewood Suites located at 2501 E. 86th Street, Indianapolis, IN 46240 (317-253-1919) offers a room, complimentary hot breakfast, dinner/cocktails (M-Thurs.), and shuttle to classroom for $99.00.
     

     
     
    The Appraisal Institute advocates equal opportunity and nondiscrimination in the appraisal profession and
    conducts its activities in accordance with federal, state and local laws.
    Copyright © Appraisal Institute.
    All rights reserved.