Skip to Content (custom)

    Practical Application of Fundamental Analysis

    More Info Register
    two-businessmen-are-together-analyzing-the-financial-data-graph-and-pointing-to-the-laptop-computer-screen
    Date
    September 16, 2026
    Time
    8:30AM - 4:00PM (EST)
    Sponsor
    Connecticut Chapter
    Location
    Synchronous via Zoom
    Synchronous via Zoom
    Instructor
    Vincent M. Dowling, MAI, SRA
    Class Time
    7 hours
    Full Price
    $210.00
    AI Price
    $185.00
    Enroll by September 16!
    View Pricing Options
    Synchronous
    Topics:
    Market Analysis
    Continuing Education
    Commercial
    Practical Application of Fundamental Analysis
    Event Information

    Login:  8:00 am - 8:30 am

    Session:  8:30 am - 4:00 pm

    30 minute lunch break

    This program is being hosted jointly between the Connecticut Chapter, Massachusetts Rhode Island Maine Chapter and Metro New Jersey Chapter of the Appraisal Institute.  Feel free to reach out to either Jacqueline.Beauchaine@appraisalinstitute.org; Lianne.Andreucci@appraisalinstitute.org or Debra.Miller@appraisalinstitute.org with any questions. 

    This course is delivered via a live, interactive virtual classroom using Zoom. Participants must have a system  with a webcam and microphone. It is the participant’s responsibility to ensure their equipment meets these requirements in order to participate and receive continuing education credit.

    Participation and Attendance Requirements

    •    Participants must remain visible on Zoom with their webcam on and their full face visible for the duration of the class.

    •    The instructor must be able to see and interact with all participants, and participants must be able to interact with the instructor at all times.

    •    Attendance will be monitored throughout the session using webcams, polling, and direct interaction. A 100% attendance policy applies.

    •    Instructors and administrators will periodically direct questions to participants, who are expected to respond promptly.

    Identification and Access

    •    A valid photo ID (driver’s license/passport) must be uploaded into your AI account.

    •    You will receive a separate email from the Connecticut Chapter office with log-in access information.  Please contact the chapter office if you have any questions regarding the participation guidelines Jacqueline.Beauchaine@appraisalinstitute.org 

    Learning Environment

    •    Participants must attend from a quiet, distraction-free location that allows for full attention and engagement throughout the class and reliable internet connection. 

    •    Disruptive students will be removed from the class (no ce/no refunds/no credits will be issued)
    Course Description
    Do you find yourself hesitating before taking on an assignment requiring a Level C marketability analysis? Do you think the process is complex and time consuming? When market conditions are changing, an understanding of fundamental demand concepts and the ability to apply them is necessary to do the valuation competently. This seminar simplifies and demystifies the process of fundamental demand analysis. After reviewing market cycles and the basic economic concepts underlying fundamental analysis, you will learn how to implement the six-step process by applying the concepts to three practical case studies dealing with a general office market, land development (subdivision), and a rental apartment building. You will use basic templates that can be used later in your daily work. By the end of the seminar, you should be better prepared to start including fundamental analysis in your work.


    Read More
    Who Should Enroll
    General appraisers who have limited knowledge of fundamental demand analysis, MAIs who haven’t taken current market analysis courses in the AI curriculum
    AI CE Points
    Attend:
    35
    pts
    State Approvals
    State QE/CE Course & Exam Course Only Exam Only Delivery Format Start Date Expire Date State Code
    AK CE 7 7 Synchronous 10/23/2024 10/23/2027 20315
    AR CE 7 7 Synchronous 04/06/2026 04/06/2028 AI067
    AZ CE 7 7 Synchronous 12/09/2024 12/09/2027 79267
    CA CE 7 7 Synchronous 04/06/2026 04/02/2030 22CP754601501
    CO CE 7 7 Synchronous 02/24/2025 12/09/2027 2844
    CT CE 7 7 Synchronous 11/13/2024 11/13/2027 AAL.001309
    DC CE 7 7 Synchronous 03/01/2026 02/28/2028
    DE CE 7 7 Synchronous 12/09/2024 12/09/2027 79267
    GA CE 7 7 Synchronous 12/10/2024 12/09/2027 74094
    HI CE 7 7 Synchronous 02/01/2025 12/09/2027 24-196
    IA CE 7 7 Synchronous 03/07/2025 12/09/2027 A518-2296
    IL CE 7 7 Synchronous 12/26/2024 12/31/2026 575.010588
    IN CE 7 7 Synchronous 12/09/2024 12/09/2027 79267
    KS CE 7 7 Synchronous 01/01/2026 12/31/2026 C119-89
    KY CE 7 7 Synchronous 05/31/2025 06/30/2027
    MA CE 7 7 Synchronous 10/03/2024 12/09/2027 00120136
    MD CE 7 7 Synchronous 12/09/2024 12/09/2027 79267
    ME CE 7 7 Synchronous 12/09/2024 12/09/2027 79267
    MI CE 7 7 Synchronous 09/15/2023 09/15/2026 20 - 905360
    MN CE 7 7 Synchronous 04/01/2026 04/30/2028 1040408
    MO CE 7 7 Synchronous 04/28/2025 12/09/2027 0000000049
    MS CE 7 7 Synchronous 11/20/2025 12/09/2027 MAB #50395
    MT CE 7 7 Synchronous 06/12/2025 12/09/2027 REA-CEC-REC-19376
    NC CE 7 7 Synchronous 01/01/2026 12/31/2026 4480
    ND CE 7 7 Synchronous 12/09/2024 12/09/2027 79267
    NE CE 7 7 Synchronous 01/03/2024 01/03/2029 223341F.02
    NH CE 7 7 Synchronous 12/09/2024 12/09/2027
    NJ CE 7 7 Synchronous 05/21/2025 12/09/2027 2025-3008
    NM CE 7 7 Synchronous 07/17/2025 12/09/2027 4571
    NV CE 7 7 Synchronous 10/07/2025 02/28/2027 CE.0009965-A, CE.0009555-A
    NY CE 7 7 Synchronous 01/01/2026 12/31/2026 A5453-07
    OH CE 7 7 Synchronous 01/01/2026 12/31/2026 084600802A 25
    OK CE 7 7 Synchronous 06/30/2025 12/09/2027 790
    OR CE 7 7 Synchronous 07/23/2025 12/09/2027 APIN-C-0725-9074
    PA CE 7 7 Synchronous 07/10/2025 12/09/2027
    PR CE 7 7 Synchronous 12/09/2024 12/09/2027 79267
    RI CE 7 7 Synchronous 10/16/2024 12/09/2027 REA.0002290-CE
    SC CE 7 7 Synchronous 09/01/2024 08/31/2026 AC . 2018, CE2018
    SD CE 7 7 Synchronous 03/31/2025 12/09/2027 SD 1533 CE
    TN CE 7 7 Synchronous 04/20/2026 04/30/2028 2580
    TX CE 7 7 Synchronous 12/02/2024 12/31/2026 03080-ACE
    UT CE 7 7 Synchronous 04/13/2026 04/30/2028 AC260420
    VA CE 7 7 Synchronous 12/09/2024 12/09/2027 79267
    WA CE 7 7 Synchronous 04/16/2025 12/09/2027 A25011565
    WI CE 7 7 Synchronous 12/09/2024 12/09/2027 79267
    WV CE 7 7 Synchronous 07/25/2025 12/09/2027
    Course Objectives
    • Distinguish between the fundamental (space-user) and capital (buy-sell) markets and identify the impact each has on real estate values.
    • Identify the four stages of the real estate cycle and recognize the characteristics of each stage.
    • Recognize the characteristics of a market at equilibrium, including equilibrium vacancy, feasibility/equilibrium rent, entrepreneurial incentive, and affordability index.
    • Name the six steps in the six-step marketability analysis process and describe the typical process in each step.
    • Given an equilibrium vacancy rate and quantified estimates of demand and supply, calculate residual demand and the ratio of demand to supply and interpret the result.
    • Calculate subject capture for a property based on a given ratio to pro-rata share of supply.
    • Recognize the strengths and weaknesses of fundamental analysis and identify situations when fundamental analysis should be included in the scope of work.
    Course Details

    Program Overview:

    Assignments:
    No

    Equipment:

    Required equipment: 
    Calculator such as the HP-12C
     
    Strongly recommended:
    Laptop or notebook computer with a spreadsheet program such as Microsoft Excel or Google Sheets.

    Additional Information:

    Seminar Material includes:
    • Seminar Handbook (160 pp.)
    • Preclass Letter (1 p.)
     Required equipment:
    • Calculator such as the HP-12C 
    Strongly recommended:
    • Laptop or notebook computer with a spreadsheet program such as Microsoft Excel or Google Sheets.

    Requirements:
    None specified
    Course Materials & Recommended Books
    None specified
    Pricing Options
    Rate Full Price AI Price
    Standard
    Today thru 09/16/2026     		$210.00 $185.00
    Event Information

    Login:  8:00 am - 8:30 am

    Session:  8:30 am - 4:00 pm

    30 minute lunch break

    This program is being hosted jointly between the Connecticut Chapter, Massachusetts Rhode Island Maine Chapter and Metro New Jersey Chapter of the Appraisal Institute.  Feel free to reach out to either Jacqueline.Beauchaine@appraisalinstitute.org; Lianne.Andreucci@appraisalinstitute.org or Debra.Miller@appraisalinstitute.org with any questions. 

    This course is delivered via a live, interactive virtual classroom using Zoom. Participants must have a system  with a webcam and microphone. It is the participant’s responsibility to ensure their equipment meets these requirements in order to participate and receive continuing education credit.

    Participation and Attendance Requirements

    •    Participants must remain visible on Zoom with their webcam on and their full face visible for the duration of the class.

    •    The instructor must be able to see and interact with all participants, and participants must be able to interact with the instructor at all times.

    •    Attendance will be monitored throughout the session using webcams, polling, and direct interaction. A 100% attendance policy applies.

    •    Instructors and administrators will periodically direct questions to participants, who are expected to respond promptly.

    Identification and Access

    •    A valid photo ID (driver’s license/passport) must be uploaded into your AI account.

    •    You will receive a separate email from the Connecticut Chapter office with log-in access information.  Please contact the chapter office if you have any questions regarding the participation guidelines Jacqueline.Beauchaine@appraisalinstitute.org 

    Learning Environment

    •    Participants must attend from a quiet, distraction-free location that allows for full attention and engagement throughout the class and reliable internet connection. 

    •    Disruptive students will be removed from the class (no ce/no refunds/no credits will be issued)