Emerging Leaders Meeting
on
NEW DATE Wednesday, March 28th
The Massachusetts and Rhode Island Chapter of the Appraisal Institute’s Emerging Leaders Group was formed in early 2008 as a platform for young appraisers and real estate professionals to get involved with educational and networking events in Boston as well as a way for the Chapter to identify future Chapter Leaders.
Join us on Wednesday, March 28th for a pizza social as this group re-emerges. Attendees will have the chance to view key portions of the Babson Consulting presentation on attracting new recruits to the appraisal profession and participate in a roundtable discussion of the results. Other topics will include how the group can support candidates through the designation process
When: Wednesday, March 28th @ 6 PM
Where: Offices of Boston Financial Investment Management, 101 Arch Street, 13th Floor, Boston, MA
Following the meeting, attendees are invited for cocktails at Central Bistro Boston located in the same building.
Space is limited. This is a free event, but a RSVP is required.
Please respond to Lianne Andreucci @ office@ma-ri-me-appraisalinstitute.org to reserve a space.
New Balance Development’s Boston Landing – a MBTA Public Private Partnership
Wednesday, May 23rd @
Boston Landing | 80 Guest Street
Boston/Brighton, MA Followed by Cocktails and Bowling at Flatbread
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New Balance Development’s Boston Landing – a MBTA Public Private Partnership
The Massachusetts and Rhode Island Chapter is pleased to welcome a distinguished group of panelists with first hand knowledge of the process involved in public/private partnerships. The two hour CE program will include professionals directly involved in the development of Boston Landing in Brighton/Boston, the home of the Boston Bruins’ and soon to be Boston Celtics’ practice facilities. Following the two hour CE program, participants
are invited for networking, cocktails and light refreshments, at Brighton Bowl, a new candlepin bowling alley, located in Flatbreads at 75 Guest Street. The program will feature an overview of NB Development’s mixed-use Boston Landing complex with focus of the MBTA’s Public Private Partnership (P3) in constructing the new commuter rail station. It will also focus on the station’s impact on marketability and value as a transit-oriented development. Finally, the program will also discuss the new transit station as a catalyst for the overall neighborhood’s redevelopment. —Learn Valuation Information and Earn Two Hours of CE Credit— |
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Meet our Knowledgeable Panel The Massachusetts and Rhode Island Chapter of the Appraisal Institute is pleased to welcome a distinguished group of panelists to our upcoming Chapter meeting. Moderator
Panelists
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| Program Details
Schedule of Events 2:30 pm – Registration 3:00 pm – 5:00 pm – Two Hour CE Program Cost $50 AI Price: $75 Regular Price. Space is limited. Register now to guarantee your seat!
Continuing Education Credit
The program is approved for two hours of Appraisal Institute Continuing Education credit. Applications have been submitted to the Commonwealth of Massachusetts and the states of Rhode Island and New Hampshire. About Boston Landing
Boston Landing is Boston’s dynamic new neighborhood for businesses, families and shoppers pursuing active lives. Poised on the Mass Pike and easily accessible from anywhere in the city, it is the new home of the Celtics, the Bruins, and New Balance. Directions can be found here. Parking We are able to offer validated parking at the 80 Guest Street parking garage. Access to the garage is on the back service corridor which runs alongside the MassPike. |
Eminent Domain and Condemnation Appraisal Practice in Massachusetts – 2018
Earn 7 total hours of CE credit!
Presented by
The New England Chapter – IRWA
The Massachusetts and Rhode Island Chapter of the Appraisal Institute
MBREA| The Association for Valuation Professionals TM
The Massachusetts Department of Transportation – Highway Division
Thursday, September 20th from 8:00 am – 4:45 pm
Connelly Center @ the Federal Reserve Boston
600 Atlantic Avenue, Boston, MA
At this seminar, participants will dive into the condemnation process through a host of eminent domain experts from across the Commonwealth of Massachusetts. The seminar will feature several panel discussions and individual presentations on various right of way appraisal topics. Presenters will explore all phases of the right of way acquisition process, focusing on the appraiser’s critical role on the project team. Participants will learn valuable skills associated with appraising partial acquisitions, assessing damages, and providing expert testimony during litigation.
The seminar is sponsored in part by the Massachusetts Department of Transportation and MassDOT highly encourages all appraisers who wish to do business with the Highway Division to attend this educational seminar.
Program Schedule:
8:00 AM – Registration
8:30 AM – 4:45 PM – 7 Hour CE Program
Registration Fee (includes breaks, lunch, and materials):
- Member Rate (IRWA, AI, MBREA):$165*
- Non-Member Rate:$205
- Government Rate (MassDOT): $125
*IRWA and MBREA members who are not AI professionals should contact those organizations for a promo code to receive the member rate.
Continuing Education:
This program is approved for 7 Hours of CE credit by the Appraisal Institute and approved for 7 Continuing Education Units (CUEs) for IRWA recertification. Applications have been submitted to the Commonwealth of Massachusetts, the State of Rhode Island and the State of New Hampshire. It is the discretion of the Board to approve, disapprove and/or reduce the amount of CE credit for the course. 100% attendance is required to receive CE credit.
Topics Covered Include:
Introduction to Eminent Domain, Condemnation Theory and Defining the Basics – This session will provide an overview of the history of eminent domain, concepts, public purpose, just compensation and define terms.
o Bernard Baldassaro, Appraisal Administrator, MassDOT/Highway Division, Right of Way Bureau
o Richard K. Pino, MAI, R/W-AC, Petersen LaChance Regan Pino, LLC
o Christopher Quinn, Esq.
The Team Approach to Valuation – Panelists will provide input on how their work with the appraiser helps to facilitate an efficient acquisition of the necessary real property interests on a right of way project.
o Derrick Roma, PMP, SR/WA
o Matthew Curley, Project Engineer, Tetra Tech, US Infrastructure Division
o John DeLeire, Director, MassDOT Highay Division, Right of Way Bureau
o William Lachance, MAI, SRA, Petersen LaChance Regan Pino, LLC
o Robert LaVita, RE Director, RND Consultants, Inc.
The Importance of Highest and Best Use and its role in the Valuation Process – This session provides an introduction to the concept of Highest and Best Use (HBU) and explains why it is critical to the valuation process. The discussion will include the required legal, physical possible, financial and maximum profitability tests
o Rose Perrizo, MAI, Principal and Owner, RP Realty Advisors
o Steven R. Foster, MAI, Senior Vice President, Lincoln Property Company
o William Lyons, Jr., President and Founder, Fort Hill Companies
Partial Takings – Concepts and Valuation Issues – This session is presented around a series of case study examples illustrating valuation techniques, including Direct Damages – Consequential & Severance and Overburdening Considerations, the Challenges of Highest & Best Use in Before & After Analysis and Proximity Damage or Change in Highest & Best Use
o Ellen McDonald, Real Estate Appraiser and Market Analyst
o Bernard Baldassaro, Appraisal Administrator, MassDOT/Highway Division, Right of Way Bureau
o Donald Bouchard, CRE, MAI, Senior Vice President, Lincoln Property Company
o Gregory Story, Principal, AM Appraisal Associates
o Richard K. Pino, MAI, R/W-AC, Petersen LaChance Regan Pino, LLC
The Litigation Environment – This presentation features a panel of experienced attorneys and a former Superior Court Judge, discussing the litigation environment and what the appraiser should prepare for.
o Donald Bouchard, CRE, MAI, Senior Vice President, Lincoln Property Company
o John Bowen, Esq., Counsel, Rackemann, Sawyer and Brewster
o John Leonard, Esq., Law offices of John S. Leonard
o J. Owen Todd, Esq. Partner, Todd and Weld, LLP
Understanding the Impact of Casinos on Massachusetts Communities
Tuesday, May 21st @
Fort Port Room @ Atlantic Wharf | 290 Congress Street, Boston, MA
The Massachusetts and Rhode Island Chapter of the Appraisal Institute is pleased to welcome officials from the Massachusetts Gaming Commission as well as representatives from Springfield and Plainridge Massachusetts, two casino host communities to present Understanding the Impact of Casinos on Massachusetts Communities. Presentations will include an overview of the law and impacts expected from the new industry. There will also be a discussion of the process of selecting host and surrounding communities and ongoing community mitigation. Finally, there will be a presentation from the Massachusetts Gaming Commission’s Director of Research and Responsible Gaming who will discuss the commission’s public research work and focus to assess casino impacts on critical issues.
Presenters:
• Bruce Stebbins, Commissioner, Massachusetts Gaming Commissioner (MGC)
• John Ziemba – Ombudsman, MGC
• Edward Pikula – City Solicitor, Springfield, MA
• Richard Allen – Chairman of the Board of Assessors, Springfield, MA
• Jennifer Thompson – Town Administrator, Plainville, MA
• Maureen Clarke – Principal Assessor, Plainville MA
• Mark Vander Linden – Director of Research and Responsible Gaming, MGC
Schedule of Events
11:45 am – Registration
12:00 pm – Lunch and Chapter Business Meeting
12:30 pm – Two Hour CE Program
CE Credit: This program is approved for two hours of Appraisal Institute continuing education credit. Applications have been sent to the Massachusetts Board of Registration of Real Estate Appraisers and the States of New Hampshire and Rhode Island. It is the discretion of the Boards to approve, disapprove and/or reduce the amount of CE credit for the course.
The Election of 2020 Officers, Directors, and Regional Representatives will take place at the Chapter Business Meeting. Read the 2019 Report of the Nominating Committee here.
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September 25th @ 10:00 am – 2:30 pm
Save the Bay
100 Save the Bay Drive, Providence, RI
The Massachusetts and Rhode Island Chapter of the Appraisal Institute is pleased to welcome a distinguished group of panelists to share their insights and provide an overview of the cause and effect created by climate change. The panelists delve into an understanding of “at risk” property areas as well as some practical applications for appraisers to consider in appraising at risk properties.
- Topics Include:
- Economic and real property risk
- The current and future status of climate change, impacted by policy changes, resiliency legislation and state goals, adaptation and hazard mitigation
- The current financial and flood insurance regulatory environment including FEMA rules
Presentations will include:
- Rhode Island’s Vulnerable Coastline–Mr. Grover Fugate, Executive Director, RI Coastal Resources MC
- Narragansett Bay Will Change–Mr. Johnathan Stone, Executive Director Save the Bay
- Wetlands/Resiliency/Policy Solutions—Janet Coite, Director RI Dept. of Environmental Management
Impact on the Market–Realtor Perspective–TBA - Round Table Discussion – Real Estate Experts from the Banking, Appraisal and Sales profession discuss the practical impacts and unintended consequences of climate change in the Real Estate Profession
Schedule of Events:
9:30 am – Registration
10:00 am – Noon – AM Session*
Noon – Chapter Business Meeting and Lunch
12:30 pm – 2:30 pm – PM Session*
*Participants must attend both sessions to receive CE credit. No partial credit will be granted.
The Chapter meeting will include the presentation of designation certificates and the election to fill a vacant spot on the 2020 Chapter Board of Directors. View the Report of the Nominating Committee here.
Continuing Education Credit: This program is approved for four hours (4.0) of continuing education credit by the Appraisal Institute and the State of Rhode Island. Applications have been sent to the Commonwealth of Massachusetts and the state New Hampshire for 4.0 hours of continuing education credit. It is the discretion of the Board to approve, disapprove and/or reduce the amount of CE credit for the course. No approval will be granted in other states.
Location: AV-1 on the 3rd Floor at the Federal Reserve Boston, 600 Atlantic Avenue, Boston, MA
Program Schedule:
Registration and Continental Breakfast 7:30 am
CE Program: 8:00 am – 10:00 am
- Elizabeth Berthelette, Director of Research Newmark, Knight, Frank, Boston, MA
- Greg Klemmer, Executive Vice President, Colliers International, Boston, MA
- David Martel, Executive Managing Director, Newmark, Knight, Frank, Boston MA
- Alan Suzuki, Senior Director, Jones Lang LaSalle Americas, Inc., Boston, MA
Candidates for Designation Networking Event
Wednesday, October 16th @ 5:00 pm
Central Wharf Company
160 Milk Street Street | Boston, MA
Join candidates and advisors for a casual networking and socializing happy hour!
This event will give Candidates and Advisors the opportunity to meet with their fellow Candidates and Advisors in a casual environment to encourage engagement and connection. Candidate Guidance Committee members and newly Designated Members will be on hand to answer questions Candidates may have regarding their designation path.
Make invaluable business connections and enrich your professional development.
This is a free event, but for planning purposes please RSVP by October 15th.
This is a FREE event and NO continuing education will be granted.
May 11th @ 3:00 pm
Program time approximately 60 minutes
The Massachusetts and Rhode Island Chapter has put together a distinguished panel of real estate professionals to discuss current developments during this unprecedented time. Learn how the COVID 19 pandemic is having a substantial impact on local residential real estate markets and creating challenges for appraisers.
Panelists
Mark Hickey
Director of Market Analytics, CoStar
The Boston Residential Market in Tumultuous Times
Joanne Shelton
Principal/Director at Bonz and Company, Inc.
Multi-Family Housing
Bill Dermody
Chairman of the Board for the Greater Boston Real Estate Board (GBREB)
Sales Manager, Berkshire Hathaway
State of the current residential market
Theresa Hatton, CEO
Massachusetts Association of Realtors
Legislative and market conditions
Tom Acitelli
Author, reporter, and blogger
Residential Real Estate Market
Deborah Carlson
Moderator
Vice President /Appraisal at Needham Bank
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About the Webinar
Webinar will be held using Zoom. A Zoom account is not required.
Registered attendees will be sent an easy to use link to join the webinar.
Attendees will be in listen only mode. If you would like to send a question in advance
for the panelists feel free to do so here. · If you have a question during the Webinar,
please use the “Chat” feature on the program.
As a thank you to our speakers, the Mass/RI Chapter has made a donation to Greater Boston Food Bank. Learn more about their pandemic response here.
Disclaimer:
This Educational Program was developed and organized by the Appraisal Institute Chapter offering the Program with the intent of addressing topic(s) of current local interest solely for educational and informational purposes. The Appraisal Institute national organization was not involved in developing or organizing the Program.
The content of this Program, including but not limited to any written materials and presenter comments, does not represent the viewpoint of the Appraisal Institute (defined as including but not limited to, the national organization, its Regions, Chapters, members, candidates, affiliates and staff) unless formally adopted by the national Board of Directors. Further, the Appraisal Institute has not peer-reviewed or approved the content of the Program and does not warrant the accuracy or timeliness of the content of the Program. The content of the Program is subject to court decisions and local, state and federal laws and regulations and any such revisions of such laws and regulations.
This Program is presented with the understanding that the Appraisal Institute is not engaged in rendering legal, accounting or other professional advice or services. Nothing in the Program is to be construed as the offering of such advice or services. If expert advice or services are required, attendees and readers are responsible for obtaining such advice or services from appropriate professionals.
This is a FREE event and NO continuing education will be granted.
CompStak provides millions of vetted leases and sales comps nationwide across every asset class. Appraisal Institute professionals now get exclusive access to CompStak on both our Exchange Platform and Enterprise Platform. Compstak has recently partnered with the Massachusetts and Rhode Island Chapter of the Appraisal Institute as a Gold Partner.
Join us for this FREE webinar. Learn about Compstak and the CRE Tech industry in times of COVID-19 and how the recently launched national partnership with the Appraisal Institute can help you. There will be a demonstration of the Exchange platform and the unique benefits for appraisers such as the ability to save time and work more efficiently.
Presenters are Brandon Odenheimer, Sr. Market Development Manager, Northeast Region, COMPSTAK and Matt Lee, Regional Director, Midwest Region, COMPSTAK
The Appraisal Institute and Compstak have recently partnered where AI members gain access to 20 free comps when they qualify for CompStak Exchange and a 10% discount and 7 Day Trial when they qualify for our Enterprise offering.
Disclaimer:
This Educational Program was developed and organized by the Appraisal Institute Chapter offering the Program with the intent of addressing topic(s) of current local interest solely for educational and informational purposes. The Appraisal Institute national organization was not involved in developing or organizing the Program.
The content of this Program, including but not limited to any written materials and presenter comments, does not represent the viewpoint of the Appraisal Institute (defined as including but not limited to, the national organization, its Regions, Chapters, members, candidates, affiliates and staff) unless formally adopted by the national Board of Directors. Further, the Appraisal Institute has not peer-reviewed or approved the content of the Program and does not warrant the accuracy or timeliness of the content of the Program. The content of the Program is subject to court decisions and local, state and federal laws and regulations and any such revisions of such laws and regulations.
This Program is presented with the understanding that the Appraisal Institute is not engaged in rendering legal, accounting or other professional advice or services. Nothing in the Program is to be construed as the offering of such advice or services. If expert advice or services are required, attendees and readers are responsible for obtaining such advice or services from appropriate professionals.
Instructor: Vincent M. Dowling, MAI, SRA
Login/Program Access: 8:30 am – 9:00 am
Classroom Hours: 9:00 am – Noon
Enrolled students will receive an email with a link to join the virtual class.
About the Program: This unique offering seeks to provide the appraiser with thought provoking insight into what clients and intended users expect in an appraisal. Understanding and addressing these expectations allow intended user/s and review appraisers to realize the value of the analysis and evaluate the appraisal service. The seminar focuses on the presentation of appraisal components in a manner that will be understood by the client and intended user/s and offer ways of providing supporting documentation in a manner to comply with the minimum requirements of USPAP. The objectives of this offering should be of interest to all appraisers, residential and commercial.
Participation Guidelines: Students must have webcam/iphone/ipad/smartphone capability to participate and receive continuing education credit. The platform will be interactive and live. The instructor must be able to physically see and interact with all students and students must be able see and interact with the instructor. Participants do not need a paid account from ZOOM to participate.
A copy of your driver’s license must be emailed to the Chapter office as verification after you have registered for the offering no later than noon on September 16th via email.
Only those students who provide the photo identification and “attend” the program in its entirety will receive a certificate of completion. Once registered, students will be emailed log-in/access information.
Continuing Education: This program is approved for 3 hours of AI credit (15 points) and for 3 hours of CE credit by the Commonwealth of Massachusetts (Approval #620013) and the State of Maine (Approval #116C001). Applications have also been submitted NH and RI for three hours of appraiser CE credit. There will be no credit provided in other states.
Course Materials: Price includes an electronic copy of the materials which will be emailed to enrolled students.
Join us in supporting the American Red Cross by giving the gift of life.
For 2021, the Massachusetts Rhode Island & Maine Chapter is hosting a month long Sleeves Up Blood Drive for Jay Zeiger Service Day. From May 1 to June 15, the Chapter is teaming up with the American Red Cross to ensure that a safe, reliable blood supply is available for patients in need.
We have set a modest goal of 30 pledges for blood donations, but with nearly 400 AI Professionals in our Chapter, we hope to exceed this goal. By clicking the link to schedule your blood donation, you know you’re on your way to helping save up to three lives!
To sign up, visit the Jay Zeiger Service Day donor page and find your nearest Red Cross donation center. A social distance-compliant reservation can be scheduled at any American Red Cross donation center near you.
About Jay Zeiger
In 2008, the Board of Directors voted to create a Jay (James) Zeiger Service Day. Jay was an active MAI member of the Massachusetts Chapter. In addition to serving on the Chapter’s Board of Directors for nine years, Jay served on various chapter and national Appraisal Institute committees. He was always an advocate for our organization. Jay lost his battle with cancer in August 2007 and the Chapter continues to honor him with a Day of Service in his memory.
Since its inception in 2008, Chapter AI Professionals have donated their time by volunteering at the PMCNewton-Needham Kids Ride, Greater Boston Food Bank and Cradles to Crayons.
To: Rhode Island Branch Chapter members
From: Susan Kelly, SRA, 2021 RI Branch Advisory Board Chair
Date: May 12th @ 9:30 am via Zoom
Please join members of the Rhode Island Branch Advisory Board for a special meeting of the Rhode Island Branch to discuss proposed changes to the Rhode Island Branch. A proposal to dissolve the branch structure, and replace it with a standing State of Rhode Island Committee will be discussed.
The Rhode Island Branch Advisory Board needs your feedback. Please plan on attending this special meeting to provide your input. If you are unable to attend the meeting, please feel free to email your thoughts to the Chapter directly at office@ma-ri-me-appraisalinstitute.org.
There is no charge to attend but registration is required. All registered attendees will be sent a link to join.
Program: Allston/Brighton: The New Cambridge
Thursday, June 17th @ 9:00 am – 11:00 am
Login/Program Access: 8:30 am
Two Hour CE program: 9:00 am
Chapter Business Meeting and Election: 11:00 am
Registered attendees will be sent a link to join.
About the Program:
Developers are proposing new projects small and large to meet demand from technology companies migrating to Boston’s Allston/Brighton neighborhood. The Boston Planning & Development Agency (BPDA) is promoting mixed-use projects containing maker-space to maintain the “live, work, play” atmosphere employees and residents all desire. The program will focus on what is driving the demand for office and laboratory space and the mix of new housing proposed in the neighborhood. The program will help explain to real estate appraisers the value of maintaining the “live, work, play” atmosphere and how a mix of new uses increase a neighborhood’s continued desirability. In addition, the program will explain to real estate appraisers how access and proximity to demand generators is playing a role in the Allston/Brighton neighborhood’s transformation into The New Cambridge….
The offering is slated to feature:
Senator Barry Finegold (D), Massachusetts State Senator – 2nd Essex and Middlesex District
Jonathan Greeley, Director of Development Review – Boston Planning & Development Agency
Molly Heath, Managing Diretor, JLL
Ted Tye, Managing Partner – National Development
Morgan Pierson, Director of Development – Berkeley Investments
Jim Halliday, President – NB Development Group
Following the CE program, the Spring Chapter meeting will be held virtually at the conclusion of Allston/Brighton: The New Cambridge – Two Hour CE Program. The Chapter Business Meeting will include the Election of 2022 Officers, Directors and Regional Reps.
The Candidates Guidance Committee Presents Where Does the Time Go?
When: Wednesday, October 13th @ 4PM
Where: Via Zoom
This is a FREE event but registration is required. Registered participants will be sent a log-in link prior to the event.
About the Program
Earlier this year, the Candidates Guidance Committee sent out a survey which identified the biggest roadblock to designation was planning time to complete the requirements. This program will provide practical advice to assist with completing the comprehensive exam and demonstration of knowledge requirement.
Although all of us like to think we can “manage time”, there are definitely points in our lives, whether in relationships, family, work, education (and the multiple combinations of these interactions), where it feels like time is “managing us”.
In this webinar, we will take a look at how the hours of a week can be better organized, managed, and utilized to avoid interruptions, procrastinations, and delays in getting things done. We will examine what might be putting folks in the position of being “managed by time” and, hopefully, gain some insight into how participants can more effectively “manage time”.
Guest Speaker
Bob Mulvey is an advisor and educator with over 35 years of experience in postsecondary education. He has designed curriculum and done presentations and workshops on time management, project management, and career preparation for college students, faculty, and staff, as well as for a variety of community based organizations. He is a retired associate professor from the Professional Music Business department at Berklee College of Music in Boston.
Instructor: Patricia Staebler, SRA
Agenda
Login/Program Access: 8:30 am – 9:00 am
Classroom Hours: 9:00 am – 12:00 pm
2022 Q2 Chapter Business Meeting* – Immediately following the program (estimated 12:00 pm)
*Election of 2023 Officers, Directors and Regional Reps will take place at this meeting
Enrolled students will receive an email with log-in/access information with a link 7 days prior to the class.
ABOUT THE PROGRAM: An appraiser conducting a 50% FEMA rule appraisal must be well acquainted with numerous and varying rules and regulations set forth by FEMA, and must have a thorough understanding of construction techniques, materials, and markets. Which valuation method is most appropriate, which components should be included in the report, and which costs must be included and which may not be included. Without such knowledge, appraisers open themselves up to liability. This program will give a thorough overview of FEMA regulations, construction related issues and several examples from the work files of the instructor.
Price includes an electronic copy of the materials which will be emailed to students at the conclusion of the program. Required reading materials will be forwarded prior to the class.
PARTICIPATION GUIDELINES:
Photo ID Requirement– Students will need to send a government issued (ex: driver license photo) to Chapter office by noon on June 5th. This is a requirement, and you will not receive credit if we do not have a photo to verify your identification with.
Video/Audio Requirement – Students must have a webcam/iPhone/iPad/smartphone capability with microphone capabilities to participate and receive continuing education credit. The instructor must be able to see/hear you and you must be able to see/hear the instructor. This is a requirement, and you will not receive credit if you do not have video/audio capabilities to see/hear the instructor/allow the instructor to see/hear you
Required Equipment – Internet Access, Computer with Webcam/Camera, Microphone and Speakers.
CONTINUING EDUCATION: Applications have been submitted to MA and RI for three hours of appraiser CE credit.. There will be no credit provided in other states.
Important information for Maine Appraiser License Holders: Because this is a third party program that is not AQB approved, no CE credit can be provided for Maine for this program. Current ME Board rules do not allow for synchronous delivery of Board-approved (non-AQB) continuing education programs until the Board completes the process of updating its rules to allow it.
This is a FREE event and NO state CE will be granted.
TRILLIUM FORT POINT
Thursday, July 28th @ 4:00 pm
50 Thomson Place, Boston, MA
Join us on Trillium Fort Point’s Patio (2nd Floor) in Boston’s Seaport District for an informal meet and greet with other real estate valuation professionals.
CASH BAR and FREE APPETIZERS
PARKING – There are numerous public parking garages and surface lots within a two-block radius of the Fort Point location. The closest is located at the intersection of Stillings Street and Calvin Place. There is also metered street parking on Seaport Blvd.
This is a FREE event but for planning purposes, we ask you to RSVP to Lianne Andreucci at the chapter office by 7/25.
Learn about the vendors who can assist you in developing better quality reports that contain the most recent and applicable transaction data. This two hour CE program will provide information about vendors who provide appraisal data and software.
The Virtual Appraisal Service Vendor Showcase will provide appraisers of the template options available to deliver USPAP compliant reports to clients and data services available to provide support for their market assumption conclusions. Attendees will learn how to efficiently access the best comparable sale and lease data, demographics, and the technology platforms used to create superior quality report documents and discounted cash flow models. Presentations will be provided by Compstak, Lightbox and VALCRE. More vendors to be added.
Location: Via Synchronous Classroom (Zoom)
Login/Classroom Access: 9:30 am
Chapter Meeting: 9:45 am
CE Program: 10:00 am – Noon
CE Credit: This program is approved for two hours of Appraisal Institute and MA continuing education credit. An application has been submitted to ME. No approval will be granted in other states.
One hundred percent (100%) attendance is required for all Appraisal Institute education programs. Credit and a course completion certificate can only be issued by attending 100% of the course. Please plan accordingly and be on time as late arrival or leaving early could jeopardize your receiving a certificate of attendance
Parking is included in the registration fee.
Agenda
2:30 pm – Registration
3:00 pm – 5:00 PM – Two Hour CE Program/Maine Real Estate Market & Economic Update 2023
5:00 pm – Q2 Chapter Business Meeting and Cocktail Reception/Networking
The program will include a discussion of the current state of the Maine economy, including demographics, workforce and employment, state gross domestic product (GDP), wages and income as well as other indicators by a State of Maine economist. Also discussed will be the current residential real estate market conditions in Maine including yearly and monthly trends, list/sale price ratios, recent notable real estate transactions as well as a Q3 and Q4 forecast. Finally, the current commercial real estate market will also be discussed.
This program is approved for two hours of CE credit by the Appraisal Institute. Applications for two hours of CE credit will be sent to MA, RI, and ME. No credit will be provided in other states.
The educational offering will consist of three (3) presentations:
• Amanda Rector, Maine State Economist, Augusta, ME
• Dava Davin, Principal, Portside Real Estate Group, Portland, ME
• Jessica Estes, Partner, The Boulos Company, Portland, ME
The Election of 2024 Massachusetts Rhode Island & Maine Chapter Officers, Directors and Regional Reps will take place at the Q2 Chapter Business Meeting. Read the 2023 Report of the Nominating Committee here.
Thank you to our event sponsors (as of 5/18)
SEPTEMBER 6TH – JAY ZEIGER SERVICE DAY
Volunteer In Our Community!
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Tuesday, September 12th @ 5:00 pm
Are you ready to connect in person with other real estate appraiser professionals? Join us for an informal meet and greet. Co-workers and friends are invited to join Maine chapter leadership following the CE program being held on September 12, 2023.
FREE APPETIZERS | NO ADVANCE REGISTRATION REQUIRED
Learn more about the CE event here
Attend this program to stay on top of current events impacting commercial real estate and network with a broad cross section of CRE professionals.
Date: Tuesday, April 23, 2024
Location: Hilton Boston Dedham, 25 Allied Drive, Dedham, MA
Schedule of Events:
- 7:45 am – 8:15 am Check-in / Continental Breakfast
- 8:15 am – noon – CE Program / Economic, Government and Real Estate Trends overview
- 12:00 pm – Lunch: 12:00 pm
- 1:00 pm – 4:45 pm – CE Program – Real Estate Tax Trends and Valuation, Real Estate Tax Agreements and Surcharges
- 5:00 pm – Networking/Cocktail Reception
Registration Fee: $220
See attached speakers and topics
About the Program:
This program is intended to make attendees aware of current economic and real estate trends, expand their knowledge of real estate tax issues, and provide the opportunity to network with colleagues.
The program starts with Massachusetts economic and budget projections followed by Greater Boston life science, office, and retail market overviews. The morning will also include the discussion of real estate trends involving the growing single-family rental housing industry and the status of construction material and labor costs. Following the afternoon luncheon, the program will focus on the adverse impact of rising mortgage interest rates on property values, real estate tax assessments, and municipal budgets. The afternoon program will also explain TIF agreements, CPA charges, and BID districts. The event will finally conclude with a networking cocktail reception.
Sponsorship opportunities for this event are available. Learn more here.
Thank you to Program Sponsors:
as of 4-8-24
The current multifamily CRE market continues to be an attractive investment option as supply side housing problems and increased borrowing cost for home buyers are placing upward pressure on demand. The enactment of the MBTA Communities Act in January 2021 which requires 177 Cities and Towns to establish “at least 1 district of reasonable size in which multi-family housing is permitted as of right.” Where possible, the district must be within a half mile from public transportation (commuter rail, bus station, ferry terminal or subway) seeks bring more dense housing options to these communities. Topics will focus on economic and real property implications of the MBTA Communities Act, as well as current status of the multifamily market in the region. Participants will learn about the challenges facing the communities, developers, and investors which all impact appraisal analysis and conclusions. The four speakers will give presentations and participate in a moderated panel discussion.
Four speakers will give presentations and participate in a moderated panel discussion.
- Jamie Helen, MPA; Town Administrator at Town of Franklin, MA
- Kendin Carr, Vice President Colliers
- Ellen Marya, Research Manager at Massachusetts Housing Partnership
- Geoff Lewis, The Michaels Organization
Schedule of Events
- 12:00 pm – Check-in, lunch & Q2 2024 Chapter Business Meeting*
- 12:30 pm – Two Hour CE program,Multifamily Market and the Impact of the MBTA Communities Act
*The Election of 2025 Officers, Directors, and Regional Representatives will take place at this meeting. Read the Report of the Nominating Committee here.
Save the Date! The Chapter has reserved tickets for Saturday, August 10th at Hadlock Field in Portland ME for a Portland Sea Dogs game in the the Park Avenue Plaza, which is conveniently located on the first base side of the ballpark. Ticket price will include exclusive access to the area where you’ll enjoy a ballpark picnic and move to box seats (section 202) in the stadium for the game.
Date: Wednesday, September 11, 2024
Location: Hilton Garden Inn, 5 Park Street, Freeport, ME
Schedule of Events
- 2:30 pm – Check-in
- 3:00 pm – Two Hour CE program
- 5:00 pm – Q3 Chapter Business Meeting and Networking reception
As a result of the continued decline of affordable housing, accessory dwelling units have become attractive living options for a variety of persons, for numerous reasons. And the housing crunch is so severe that legislation (LD 2003) was enacted to allow for ADUs on most single-family lots, in some cases taking precedence over local ordinances. In this seminar find out more about the origin of the legislation from Ryan Fecteau, a former Legislator who was instrumental in the crafting and passage of the new law. Parlin Meyer of BrightBuilt Home will speak about the unique construction aspects of ADUs. Local zoning officials Milan Nevajda from South Portland and Erin Zwirko from Yarmouth will share their insight into the planning aspects, while Rob Lynch, SRA, AI-RRS will wrap-up the program with a summary of salient points for appraisers to consider including secondary market considerations.
Panelists:
Ryan Fecteau, Senior Officer of Policy and Planning, Avesta Housing, Portland, ME
Parlin Meyer, Managing Principal, Brightbuilt Home, Portland, ME
Milan Nevajda, Planning Director, City of South Portland, ME
Erin Zwirko, Planning and Development Director, Town of Yarmouth, ME
Robert B. Lynch, SRA, AI-RRS, Portland, ME
Wednesday, September 25th | 5:00 pm to 7:00 pm
Come Catch Up with Colleagues
at the
Massachusetts Rhode Island & Maine Chapter of the Appraisal Institute’s 2024 End of Summer Social
@ Warehouse Bar & Grille, 40 Broad Street, Boston, MA
Join fellow real estate valuation professionals at this year’s Summer Social where you can make invaluable business connections and enrich your professional development.
FREE APPETIZERS * NO ADVANCE REGISTRATION REQUIRED
The Warehouse Bar & Grille is located at the intersection of the Financial District & Faneuil Hall and is just steps from The Rose Kennedy Greenway & Boston Aquarium. It is easily reached by public transportation and there is ample on & off street parking nearby.
We encourage those new to the profession as well as our long time Chapter Professionals to join the Chapter for this FREE event.
THANK YOU TO OUR EVENT SPONSORS
We are excited to be welcoming Kevin Sears, a REALTOR® from Springfield, MA, and the 2024 president of the National Association of REALTORS® as the keynote speaker at the Expo.
Kevin has served NAR in numerous capacities, including as a President’s Liaison in 2019 and as NAR Vice President of Government Affairs in 2017.
As the chief elected officer of NAR, Kevin is responsible for providing leadership to the association and to represent NAR at industry events and before Congress.
The Massachusetts Rhode Island & Maine Chapter of the Appraisal Institute cordially invites you to attend our annual holiday meeting. This year we are back in the beautiful Harborside Dining Room on the 31st floor of the Federal Reserve. With some of the best views in Boston, the Harborview Dining Room with its floor to ceiling windows, offers spectacular views of the Atlantic.
Join us for an evening of networking, cocktails, and an outstanding selection of hearty hors d’oeuvres, featuring salad, pasta, and sliders. The evening is our chance to express our gratitude to the 2024 leadership team for their outstanding contributions and to extend our warm wishes for success to the incoming 2025 leadership team.
Want to bring a guest? The add guest option can be found under Event Fees.
The Massachusetts Rhode Island & Maine Chapter of the Appraisal Institute is holding a Holiday Luncheon in Providence, RI. Join fellow appraisers for networking and holiday cheer!
When: Monday, December 16th, 2024 @ 12:30 pm
Where: Old Canteen Italian Restaurant
120 Atwells Ave, Providence, RI
RSVP no later than Friday, December 13th
All Are Welcome to Attend!
About the Women’s Initiative Network of New England
The Massachusetts Rhode Island & Maine Chapter along with the Connecticut Chapter and the New Hampshire / Vermont Chapter launched the Women’s Initiative of New England.in March 2024. The purpose and objective of this network is to promote the advancement of women within the appraisal profession, particularly in New England.
If you’re interested in joining us for live meetups please contact one of the committee members for more information.
For more information, please contact:
Tina O’Connell, MAI, AI-GRS, Chair (Maine)
Susan Kelly, SRA (Rhode Island)
Melanie Kosich, MAI – (Massachusetts)
Jennifer O’Neill, SRA (Connecticut)
Leitha Reilly (New Hampshire)
You do not have to be a member of the Appraisal Institute to participate.
Please share this invitation with your colleagues.
When: Wednesday, January 29, 2025
Where: Connelly Center @ the Federal Reserve Boston, 600 Atlantic Avenue, Boston, MA
- Schedule of Events:
- 12:00 pm – 12:30 pm / Luncheon Served / Q1 2025 Chapter Business Meeting
- 12:30 pm – 2:00 pm / Two Hour CE Program
Change is a constant and, at this moment, change is occurring quickly in our real estate markets. Join us for our annual economic forum where we have teamed with an all-star panel to discuss the Greater Boston and New England real estate market. The program will include presentations regarding trends in the downtown office market, the suburban office, industrial, and warehouse markets, and an overview of current economic trends affecting these markets. In addition to these valuable presentations, this is a great networking event. Meet new people, see old friends. See you there.
Panelists:
- David Stubblebine, President – The Stubblebine Company
- Jay Driscoll, Principal – Avison Young
- Elizabeth Berthelette, CRE, Head of Northeast Research & National Life Science Research – Newmark
Continuing Education Credit: This program is approved by the Appraisal Institute for 2 hours (10 AI points) and applications have been submitted to the states of MA, ME, NH, RI and VT.for two hours of state of CE credit.