Becoming Proficient in Fractional Interest Valuation
This seminar is about real
breakthroughs in fractional interest valuation, as well as fundamental keys to
successful multidisciplinary valuation assignments. It offers the appraisers
who have a foundation in the income approach exactly what they need to
understand, communicate and execute fractional interest valuations and gain their client’s trust; plus, emphasize their
objective judgment, thereby proving their worth against the coming threats of
AI and AVMs. The keys and resources you need to
accomplish this are available to you in this eye-opening 4-hour seminar.
·
Part 1 – Fundamental Realities is about the
real fundamentals of multidisciplinary valuation and the unfortunate roots of
fractional interest valuation.
Learning
objectives
1.
Know the fundamental challenges of multidisciplinary
valuation
2.
Understand why machines cannot replace our “good”
judgment
·
Part 2 – The Story of Shared Ownership shows you how intangible benefits
create shared ownership in the first place, and how understanding those
benefits will allow you to help your clients with buyouts and other market
demands.
Learning
objectives
1.
Become familiar with the lifecycle of fractional
interest holdings.
2.
Recognize intangible benefits that have major effects on
value.
3.
Assist client with partner and inter-generational
buyouts.
·
Part 3 – Mastering the Method offers a view of the fundamental
differences between real property appraisal methods and business valuation
methods. We then follow a case, demonstrating how the income approach (2.0) is
applied to the facts & circumstances of fractional interest holdings.
Learning
objectives
1.
Learn how available methods connect with the partnership
facts, or don’t.
2.
Understand how a familiar DCF model (2.0) works for
fractional interests.
·
Part 4 – How You Can Do It
Now briefly demonstrates PrimusPVX® online
software that values fractional interests. The software’s dashboard guides the
user through a carefully organized checklist of all of the facts and
circumstances that are likely to be important for the holder of a fractional
interest in real estate. It’s algorithm completely eliminates the need to build
valuation models, while providing instant results for all input changes.
The result is that the valuer is free to focus entirely
on the right questions to ask in all required valuation “languages,” and apply
their judgment exactly where it matters in the valuation process.
Learning
objectives
1.
Learn to ask the right questions, regardless of your
disciplinary expertise.
2.
Incorporate the facts and circumstances of the case in
your story of value.
3.
Discover how you can fit the scope of your work to your
client’s needs.
4.
Become proficient in fractional interest valuation.
Attendees will have what they need to
add fractional interest valuation to their real property practice, or to
support their existing valuation practice with essential fact checklists and
supplemental models.
Course Offerings
Sponsor | Date | Location | Format | ||
---|---|---|---|---|---|
Washington DC Metropolitan Area Chapter | November 19, 2024 | Synchronous | View Details | Register |