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General Appraiser Report Writing and Case Studies
March 19 - 22, 2013
* includes late fee
Dan L. Swango, MAI, SRA
Phoenix Inn and Suites
9575 SW Locust Street
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.
7 - 14 days prior to program start date, $50.00 cancellation fee.
Less than 7 days prior to program start date, forfeit of payment.
Up To 15 days prior to program start date, no transfer fee.
7 - 14 days prior to program start date, $25.00 transfer fee.
Less than 7 days prior to program start date, no transfer allowed.
If you have a disability and require accommodation, please notify the chapter office at least two weeks in advance and we will arrange for reasonable accommodation. We reserve the rights to change instructors,cancel, limit, or reschedule the course and to change faculty assignments and facility locations at any time.Be sure to contact the Chapter office before making flight reservations. We are not responsible for any travel fees incurred if a class is cancelled for low attendance
Program materials will be picked up at the site.
The class will be held at the Phoenix Inn & Suites/9575 SW Locust Street, Tigard, OR. When making lodging reservations mention the Appraisal Institute to get a better room rate. Contact 503.624.9000 for lodging.Registration is 8:00am-8:30am on day one of class, class hours are 8:30am-5pm. The instructor will give you the time for day two of the class. If you have a disability and require accommodation, please notify the chapter office at least two weeks in advance and we will arrange for reasonable accommodation. We reserve the rights to change instructors,cancel, limit, or reschedule the course and to change faculty assignments and facility locations at any time.Be sure to contact the Chapter office before making flight reservations. We are not responsible for any travel fees incurred if a class is cancelled for low attendance.