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.