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 Further, the Appraisal Institute has not peer-reviewed or approved the content of the Program and does not warrant the accuracy or timeliness of the content of the Program.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
Time: 12 PM
Cost: $25 AI and Regular Price
Let’s GET CONNECTED! We will be IN-PERSON in Barrington, RI
It’s simple. It’s casual. It’s FUN!
The MARIME Chapter will be holding a luncheon for our RI appraisers at the Rhode Island Country Club in Barrington. This is a great opportunity to also get the pulse on the ever-changing market we live in, and the industry as a whole from your fellow appraisers.
The State of Rhode Island Committee is hoping to have a speaker from the banking community as a guest (more to follow)
*Price includes your choice from the club’s Spring luncheon menu and non-alcoholic beverages. A cash bar will also be available
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
| Thursday, January 25, 2024
Place: Connelly Center @ the Federal Reserve Boston, 600 Atlantic Avenue, Boston, MA Schedule of Events:
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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.
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.
You do not have to be a member of the Appraisal Institute to participate. Please share this page with your colleagues.
For more information, please contact our WIN group committee members using the form below.
Tina O’Connell, MAI, AI-GRS, Chair (Maine)
Susan Kelly, SRA (Rhode Island)
Melanie Kosich, MAI (Massachusetts)
Jennifer O’Neill, SRA, MNAA (Connecticut)
Leitha Reilly (New Hampshire and Vermont)
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.