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General Appraiser Report Writing and Case Studies
May 20 - 23, 2013
* includes late fee
Dan L. Swango, MAI, SRA
9247 North Meridian Street
Classroom I (first floor - north end)
to check state approvals
Sponsor / Contact
General Appraiser Report Writing & Case Studies
provides instruction in effectively communicating a sound analysis of selected parts of a valuation. The course addresses USPAP requirements and the three types of writing most often used in appraisal reports: descriptive, numerical, and analytical. Lectures on writing principles, discussions of various sections of the appraisal report, and in-class writing exercises and presentations provide guidance and practice in effective communication of a valuation analysis. Specific assignments include writing a thesis statement, summarizing data, creating effective tables, writing a conclusion, communicating highest and best use, communicating an analysis, writing a letter of transmittal, and writing a reconciliation and opinion of value. During this four-day course, participants will use data provided in case studies as the basis for writing assignments that will help them recognize and produce effective reports. A two-hour multiple-choice examination that focuses on components of good writing concludes the course.
This course can also be used for MAI education requirements.
Table of Contents and Overview
Those seeking general Appraiser Certification and appraisers who want to improve their writing skills
HP12C calculator user's manual
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.
Using a Financial Calculator; Symbols and Formulas, Capitalization Selection Tree, and Sample Problems;
Financial Calculator Practice Exercises
For additional help with the HP12C calculator, take our online seminar,
Using Your HP12C Financial Calculator.
Basic Appraisal Principles
Basic Appraisal Procedures
National Uniform Standards of Professional Appraisal Practice (USPAP) Course, 15-Hour
General Market Analysis and Highest & Best Use
General Appraiser Site Valuation and Cost Approach
General Appraiser Sales Comparison Approach
General Appraiser Income Approach/Part 1
General Appraiser Income Approach/Part 2
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.
For Further Reading
The Appraisal of Real Estate, 13th ed.
The Appraisal Writing Handbook
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.
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.
CLASS LOCATION: 9247 N. Meridian Street, Indianapolis, IN 46260. Classroom is on the first floor north end of building.
ATTENDANCE: 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.
HOTELS: 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 any of the following accommodations:
9104 Keystone Crossing
Indianapolis, IN 46240
($102 King or Double Bed)Complimentary continental breakfast, internet, Hyatt's Stay Fit Gym, & swimming pool.
HILTON HOMEWOOD SUITES
2501 East 86th Street
Indianapolis, IN 46240
($107 Great Value!) Large 1 bedroom suites with a separate kitchen and living room, fully renovated in 2009. All stays include a complimentary full hot breakfast, dinner with cocktails M-TH, high speed internet, a workout facility & transportation to the classroom. To register online, cut and paste the following into your web browser: http://homewoodsuites.hilton.com/en/hw/reservations/index.jhtml?hotel=INDKCHW&corporateCode=560004829
MARRIOTT SPRINGHILL SUITES
11855 North Meridian Street
Carmel, IN 46032
($99): all-suite hotel with newly renovated suites, complimentary hot breakfast buffet, free Wi-Fi, complimentary health club membership in addition to onsite workout facility, indoor pool and whirlpool
COMFORT INN & SUITES
9090 Wesleyan Road
Indianapolis, IN 46268
($59.95); room and deluxe continental breakfast