- Date
- December 12, 2024
- Time
- 8:30AM - 1:00PM (PST)
- Sponsor
- Northern California Chapter
- Location
- It's Synchronous - Learn Where it is Comfortable and Convenient for You!
Conducted via ZOOM
- Instructor
- Andy Burger
John Chan
Peter Conte
Conor Famulener
Matt Hummel
Mik Moran
Mike Taquino
Michael Walker
Stefan Weiss
- Full Price
- $115.00
- AI Price
- $100.00
Course Description
Just what are unique and special purpose properties?
Special Purpose Property: A property with a unique physical design, special construction materials, or a layout that particularly adapts its utility to the use for which it was built.
– The Dictionary of Real Estate Appraisal
Join us for an information packed 4-hours of relevant information for commercial appraisers and those with an interest in the trends and issues that affect commercial properties. It's timely, topical, and convenient - this offering will be presented via ZOOM.
Topics include
Capital Markets: Deals and Debt
The Process, the Players and the Pitfalls of Affordable Housing
Current State of Life Science and Trends in 2024-25
Presenters include
Andrew W. Burger, MAI, AI-GRS, Colliers Valuation & Advisory Services
Matthew A. Hummel, MAI, AI-GRS, VAS – Executive Vice President, CBRE
Stefan Weiss, Senior Managing Economist, CBRE
Peter Conte, National Director, Laboratory + Life Sciences, Transwestern
Mike Moran, Vice Charman, CBRE
Mike Taquino, Executive Vice President, CBRE
Michael L. Walker, Executive Vice President, CBRE
John Chan, Senior Vice President, Affordable Housing, Comm Real Estate Banking, East West Bank
Conor Famulener, Executive Vice President, CBRE
Moderators include
Kathryn J. Sturgis-Bright, MAI, AI-GRS, California Bank & Trust | A division of Zions Bancorporation, N.A.
Darren J. Ringel, MAI, AI-GRS, LEED AP, Executive Vice President, CBRE
Rob Hensley, MAI, Managing Director, Northern and Central California, CBRE
Who Should Enroll
State Approvals
| State | QE/CE | Course & Exam | Course Only | Exam Only | Delivery Format | Approval Format | Start Date | Expire Date | State Code |
|---|---|---|---|---|---|---|---|---|---|
| CA | CE | 4 | Synchronous | Livestream | 12/12/2024 | 12/12/2024 | pending |
Course Objectives
Capital Markets: Deals and Debt
Although most appraisers do not directly participate in capital markets, it is important to understand this market segment, as real estate capital markets are the lifeblood of the real estate industry.
Current State of Life Science and Trends in 2024-2025
Appraising life science properties requires specialized expertise to accurately value real estate used for research and development in the life sciences sector, and understanding key factors to consider when appraising life science properties. Understanding inventory, leasing and sales activity, absorption, location of talent pool and other influences are critical characteristics to understand in valuing this product type.
The Process, the Players and the Pitfalls of Affordable Housing
The appraisal process for affordable housing can include several steps, including considering property tax advantages, funding programs with challenges including timelines, properly defining scope of work, and managing expectations. Important players in affordable housing, include developers, lenders, local governments, brokers and appraisers. These projects are uniquely complicated with everchanging regulations, while there can be a disconnect among players seeing things from their specific vantage point. There are a number of potential pitfalls to affordable housing including the cost to build, zoning restrictions, regulatory challenges, neighborhood opposition, and market instability and it is critical that players address these challenges early and head-on to not only survive but thrive in the evolving landscape of affordable housing.
Course Materials & Recommended Books
Pricing Options
| Rate | Full Price | AI Price |
|---|---|---|
| Standard
Today thru 12/06/2024 |
$115.00 | $100.00 |
| Late
After 12/07/2024 |
$135.00 | $120.00 |
Event Information
* * * * * Please carefully review the entire section below. * * * * *
It contains IMPORTANT SPECIFIC details about the December offering that you are registering for
sponsored by the Northern California Chapter
925/932-7753 l 916/972-9700
https://norcal-ai.org/
lisa@norcal-ai.org
PHOTO ID REQUIRED TO COMPLETE YOUR REGISTRATION
Please send a copy of your Driver's License or Photo ID to lisa@norcal-ai.org. Feel free to cover any personal information with the exception of your photo and printed name. Quick Tip: Cover personal information with cut-to-size Post-it-Notes or via electronic means before taking a photo with your phone or scanning. Registrants will not be sent the ZOOM log-in link unless their DL/Photo ID is received in advance. In the subject line of your email type "DL - [enter your last name] 2024 Comm Symp" before submitting. ID's should be submitted to the Chapter Office immediately upon completing this online registration.
SYMPOSIUM HOURS
Online check-in, system check and networking will begin at 8:00am (Pacific Time) on Thursday, December 12. The program will begin promptly at 8:30am (Pacific Time) and will conclude at 1:00pm.
REQUIRED EQUIPMENT
This offering falls under the requirements for synchronous (formerly virtual) classroom education. Under this approval, registrants must have the following equipment so that they can see the presenter and the presenter/program monitor can see them:
- Dependable Internet access, computer with webcam, speakers and microphone. Webcams and microphones are built-in on most laptops. All equipment must be in working order.
- Those with unstable Internet may jeopardize receipt of credit; if you know your system can be unstable at times, be sure to have a back-up plan
- If the instructor/program monitor cannot see or hear the registrant; continuing education credit is jeopardized.
- To help ensure receipt of CEC, only one registrant can be visible per webcam at all times. Registrants will connect using ZOOM interactive technology.
- The phone "call-in" only option is NOT an approved connection mode for those seeking CEC credit for this offering.
CONTINUING EDUCATION
This offering is approved for 20-points of Appraisal Institute CEC. Our 2024 Commercial Symposium is being submitted for 4-hours of CA BREA CEC and 4-hours of California State Board of Equalization (SBE) Training Credit for Assessors. Note: SBE no longer requires CAR numbers. Questions about SBE Training Credit should be directed to the Training Officer within your specific county. SBE Training Credit is now uploaded directly to SBE; allow a minimum of 15-working days post event.
Seeking Credit Outside of California?
Applications are NOT being submitted to any states outside of California; not all states accept synchronous (virtual) classroom education. It is up to the registrant to check with his/her state licensing board(s) prior to registering to ensure that his/her state accepts (1) synchronous (virtual classroom) education, (2) credit from an out-of-state provider and/or (3) determine if his/her state accepts reciprocal credit with California. Some states may have special reporting requirements that the chapter is not able to comply with. This offering is being conducted under the TAF (AQB/ASC) guidelines for synchronous (virtual) classroom education. Typically, IRWA, ASFMRA and ASA offer reciprocal approval for AI offerings; check with these organizations directly before registering to re-confirm especially since this is a synchronous classroom offering. Attendance requirements will be strictly enforced; 100% attendance required. Partial credit is not available.
IMPORTANT: Registrants should be sure their appraiser license/certification numbers are entered in the AI registration portal (MyAccount) with valid expirations, or a certificate will not be generated. License numbers are listed under Profile in your AI Student Portal (MyAccount) or can be added as “Other” License. Verified attendance certificates will be available for download from your AI MyAccount portal; allow 15-working days from the date of the program.
CONFIRMATION LETTERS / PAYMENT RECEIPT
All confirmed registrants will receive an email confirmation that will also serve as a payment receipt on the day of registration.
• noreply@appraisalinstitute.org (confirmation details)
• aiservice@appraisalinstitute.org (payment receipt)
Be sure that you can accept emails from these email addresses, or they may default to your spam / junk files.
Registrants can also log into their MyAccount portal, select TRANSACTIONS to download a duplicate payment receipt.
PHOTO ID/ DL REQUIRED IN ADVANCE
As part of the required attendance monitoring for synchronous classroom offerings, all students need to provide the Chapter Office (lisa@norcal-ai.org) with a copy of their Photo ID/Driver's License upon registering. This information is used strictly for photo verification. You may cover any personal information with the exceptions of your pre-printed name and photo. Easy Tip: Use electronic means or cut-to-size Post-It Notes to cover/block non-exception personal info before taking a picture of your ID/DL with your phone or sending a scanned copy to lisa@norcal-ai.org. In the subject line of your email type -"DL - [ insert your last name] – 2024 Comm Symp". The ZOOM log-in information can only be forwarded to those who provide their photo ID/DL in advance.
ZOOM LINKS and ASSISTANCE
The ZOOM link will be sent within 24-48 hours of the offering ONLY to confirmed registrants who have provided their Photo ID/DL in advance.
New to ZOOM?
- Take a FREE tutorial on How to Join a Meeting and learn more about using this interactive platform.
- Be sure that your version of ZOOM is up-to-date.
QUESTIONS? CONTACT US
Northern California Chapter
925/932-7753 l 916/972-9700
via email l visit our website