Jun
22
Thu
2023
Maine Real Estate Market & Economic Update – 2023 and Q2 Chapter Business Meeting /Cocktail Reception @ Cambria Hotel Portland Downtown Old Port
Jun 22 @ 3:00 pm – 6:00 pm

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)

Jun
27
Tue
2023
Valuation Overview of Accessory Dwelling Units @ Hilton Garden Inn Providence Airport/Warwick
Jun 27 all-day

Location:  Hilton Garden Inn Providence Airport/Warwick, One Thurber Street, Warwick, RI
Tuition:  $195 AI Price; $220 Full Price (after 6/13 add $25)
Instructor:  Joseph V.  Comperchio, MAI, SRA
Credit Hours: 7 hours and 35 AI Points

Registration:  8:30 am

Classroom Hours: 9:00 am – 5:00 pm

NEW SEMINAR!  – Many markets are reporting a housing shortage particularly in the affordable housing sector.  As a result, municipalities are updating their zoning laws to allow one or more accessory dwelling units (ADUs) to be added to single-unit housing. If you are an appraiser involved in residential valuation where ADUs are part of this growing trend, this seminar is for you. It provides an overview on ADUs focusing on the description, legal concerns, valuation methods, and techniques needed to value them. You’ll learn about the valuation challenges and discover how the recent changes in the secondary mortgage market selling guidelines now provide more guidance and flexibility in valuing and financing ADUs. This seminar will help you complete appraisal assignments with ADUs competently.
Jun
30
Fri
2023
2022/2023 7 Hour National USPAP Update Course @ Via Live / Synchonous Classroom
Jun 30 all-day

Instructor:  Gregory Accetta, MAI, AI-GRS

Login/Program Access: 8:00 am – 8:30 am
Classroom Hours: 8:30 am – 4:00 pm

Enrolled students will receive an email with a link to join the virtual class.

Credit Hours: 7 hours.

The Chapter has verified that MA, RI & ME have approved virtual education.  For other states, students are strongly encouraged to contact the state licensing agencies directly.

*Tuition DOES NOT include a copy of 2020 – 2021 UNIFORM STANDARDS OF PROFESSIONAL PRACTICE which is required for credit.  Order a copy here: http://www.appraisalfoundation.org/TAF/Store/TAF/Products.aspx

The instructor will verify you have a copy of USPAP at the beginning of the class.

Aug
15
Tue
2023
Basic Appraisal Principles – Synchronous @ Via Live / Synchonous Education
Aug 15 – Aug 30 all-day

Location:
This course will be held via live interactive classroom technology. See below for important participation requirements.

State Credit:
A course may NOT be approved in every state for every delivery format. For example, some states do NOT allow any virtual education. When registering for any Appraisal Institute course, all participants will be required to check state approvals based on delivery format. For more information, see our state approvals page.

Class Schedule:
Class begins each day at 10:00AM Central time (8:00AM Pacific, 9:00AM Mountain, 11:00AM Eastern). Each class runs for three hours and forty-five minutes (3.75) each day with at least two breaks during that time. The course runs for eight (8) half-days.

Times shown are U.S. Central (Chicago) time.

Day 1: Tuesday, September 5, 10:00 am – 1:45 pm
Day 2: Wednesday, September 6, 10:00 am – 1:45 pm
Day 3: Thursday, September 7, 10:00 am – 1:45 pm
Day 4: Friday, September 8, 10:00 am – 1:45 pm
(No class on Saturday, Sunday or Monday)
Day 5: Tuesday, September 12, 10:00 am – 1:45 pm
Day 6: Wednesday, September 13, 10:00 am – 1:45 pm
Day 7: Thursday, September 14, 10:00 am – 1:45 pm
Day 8: Friday, September 15, 10:00 am – 1:45 pm

AI National Synchronous Participation Requirements:
• You must have a computer, webcam, and microphone capability to participate and receive continuing or qualifying education credit where approved. It is your responsibility to have the required equipment to participate and receive credit. Visit the System Requirements for Attendees and Share Webcam pages for help.
• The instructor must be able to interact with all students. Instructors and administrators will direct questions to each student in the morning and afternoon to which students must respond. Students must be in a location that allows for their full attention and interaction at all times.
• Attendance will be monitored throughout the day through webcams and polling. You must turn on your webcam during roll call at the beginning of class so that the instructor can verify your photo identification. Students with licenses in Connecticut, Maryland, North Carolina, South Dakota or New York must keep their webcams on at all times.

Sep
12
Tue
2023
Valuation Overview of Accessory Dwelling Units @ Hilton Garden Inn Freeport Downtown
Sep 12 all-day

Location:  Hilton Garden Inn Freeport Downtown, Freeport, ME
Tuition:  $195 AI Price; $220 Full Price (after 8/29, add $25)
Instructor:  Joseph V.  Comperchio, MAI, SRA
Credit Hours: 7 hours and 35 AI Points

Registration:  8:30 am

Classroom Hours: 9:00 am – 5:00 pm

NEW SEMINAR!  – Many markets are reporting a housing shortage particularly in the affordable housing sector.  As a result, municipalities are updating their zoning laws to allow one or more accessory dwelling units (ADUs) to be added to single-unit housing. If you are an appraiser involved in residential valuation where ADUs are part of this growing trend, this seminar is for you. It provides an overview on ADUs focusing on the description, legal concerns, valuation methods, and techniques needed to value them. You’ll learn about the valuation challenges and discover how the recent changes in the secondary mortgage market selling guidelines now provide more guidance and flexibility in valuing and financing ADUs. This seminar will help you complete appraisal assignments with ADUs competently.
Nov
2
Thu
2023
Marshall & Swift by Corelogic – Residential program @ Sheraton Nashua
Nov 2 all-day
  • This program is being held through a collaboration with the Massachusetts Rhode Island & Maine Chapter and the New Hampshire / Vermont Chapter of the Appraisal Institute.
  • Price includes all program materials and lunch.  
  • Attendees will be eligible for a discount on a future CoreLogic product.

About the Program – This course will teach what the cost approach is and how to best utilize it to determine the replacement cost of residential buildings and other improvements in the USA and Canada. Students will learn how to arrive at an accurate and reliable cost approach provides a complete, authoritative appraisal guide for developing replacement costs along with depreciated values of a wide variety of residential buildings and other improvements. It contains indexes of building costs as well as a great deal of useful miscellaneous information for anyone interested in cost and value.

This course provides a thorough understanding of the Square Foot Method, including identifying comparable building types, refining and adjusting the base cost, applying depreciation principles and modifying the final cost for localization. The first half of the class will demonstrate how to effectively use the physical Residential Cost Handbook, while the latter half will focus on using the online SwiftEstimator.

CE Credit: Credit Hours: 7 hours (35 AI Points) .  This program is approved by the Appraisal Institute for 35 AI points and for 7 hours of CE credit by NH and VT. Applications have been submitted to MA, ME, and RI.   There will be no credit provided 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.

 

Nov
3
Fri
2023
Marshall & Swift by Corelogic – Commercial program @ Sheraton Nashua
Nov 3 all-day
  • This program is being held through a collaboration with the Massachusetts Rhode Island & Maine Chapter and the New Hampshire / Vermont Chapter of the Appraisal Institute.
  • Price includes all program materials and lunch.  
  • Attendees will be eligible for a discount on a future CoreLogic product.

Date: Friday, November 3rd

Location: Sheraton Nashua | 11 Tara Boulevard | Nashua, NH

Classroom Hours: 8:30 am – 4:30 pm; Registration starts at 8:00 am

 

About the Program – This course will teach what the cost approach is and how to best utilize it to determine the replacement cost of commercial buildings and other improvements in the USA and Canada. Students will learn how to arrive at an accurate and reliable cost approach.

The Commercial Cost Handbook provides a complete, authoritative appraisal guide for developing replacement costs along with depreciated values of a wide variety of commercial buildings and other improvements. It contains indexes of building costs as well as a great deal of useful miscellaneous information for anyone interested in cost and value.

The first half of the class will demonstrate how to effectively use the physical Commercial Cost Handbook, while the latter half will focus on using the online SwiftEstimator.

CE Credit – Credit Hours: 7 hours (35 AI Points) .  This program is approved by the Appraisal Institute for 35 AI points and for 7 hours of CE credit by NH and VT. Applications have been submitted to MA, ME, and RI.   There will be no credit provided 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.

 

Nov
8
Wed
2023
Uniform Appraisal Standards for Federal Land Acquisitions: Practical Applications @ Courtyard By Marriott Boston/Woburn
Nov 8 – Nov 9 all-day

 

 

Cost: $385 AI Price; $435 Regular Price* (Attendees are eligible for a $300 stipend (see below)

Cost includes AM AND PM breaks and a downloadable version of the required course material. Students that wish to have a printed copy of materials may opt to do so at an additional cost and will be responsible for paying for shipping.  This course is being offered through a collaboration between the MARIME Chapter and the Land Trust Alliance

The Land Trust Alliance is a national land conservation organization that represents nearly 1,000 land conservation organizations across the country and is the go-to resource for these organizations to learn the skills and acquire the knowledge to effectively conserve and steward land in perpetuity. Accurate and timely appraisals by qualified professionals are a key component of virtually all land conservation transactions—especially those utilizing federal funds and requiring Yellow Book appraisals. Across the country, the rate of conservation is limited by an acute shortage of qualified appraisers. The problem will only get worse with imminent retirements and there aren’t enough new appraisers becoming licensed to replace them. As a result, conservation projects are being delayed or set aside with some landowners unwilling to wait for land trusts to complete their valuations.

The Alliance is proud to partner with the Appraisal Institute to deliver this subsidized training on Uniform Appraisal Standards for Federal Land Acquisitions. Appraisers who are interested in conducting appraisals for conservation projects are eligible for a $300 stipend that can be applied toward their registration fee. If you are interested, please email Jen Plowden (jplowden@lta.org) with a brief description of your interest in using the skills acquired during this training to further the work of land conservation.

Course Details: Click HERE for course description, state certification hours, etc.

Dates: Wednesday, November 8 – Thursday, November 9, 2023

Course Schedule:

  • Registration:  8:00 am on 11/8
  • Classroom Hours: 8:30 am – 4:30 pm

Location:  Courtyard by Marriott,

Instructor:   Vince Dowling, MAI, SRA

Continuing Education Credit:

This course is approved for 14 hours of appraiser CE credit in Massachusetts (Approval #120070), 15 hours (with exam) in Rhode Island (Approval #REA.0001812-CE) and 14 hours in ME ( Approval # 5C058). It is approved for 150 Appraisal Institute CE points; 200 with the exam.

Click here for a list of all state approvals.

 

 

Dec
12
Tue
2023
2024-2025 7-Hour National USPAP Update Course @ Courtyard By Marriott Boston/Woburn
Dec 12 all-day

2024-2025 7-Hour National USPAP Update Course

Location:  Courtyard by Marriott, 700 Unicorn Park Dr, Woburn, MA,

Registration: 8:00 am
Classroom Hours: 8:30 am – 5:00 pm

Tuition:  $195 AI Price / $220 Regular Price

Instructor: Jonathan H. Avery, MAI, SRA

Credit Hours: 7 hours (Be sure to check with with your state licensing board for approval)

Students will be required to bring their own copy of the current USPAP and the Reference/Guidance manual to class.

CE Credit: 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.

Required materials:

  1. 2024-2025 Student Handbook – included in the registration fee
  2. Reference and Guidance Manual – included in the registration fee
  3. 2024 USPAP (Standards 1 – 10) – This book MUST be purchased from the Appraisal Foundation ($35 + shipping). Here is the link to the Appraisal Foundation website book store here: https://appraisalfoundation.org/imis/itemDetail?iProductCode=440&Category=PUB

Reminder: . All students will be required to display a paper or electronic copy of all required materials (3) at registration – No Exceptions.

NOTE. Appraisers must successfully complete the 7-Hour National USPAP Update Course every 2 years to meet the USPAP continuing education requirement.

 

Dec
15
Fri
2023
2024-2025 7-Hour National USPAP Update Course @ Hilton Garden Inn Providence Airport/Warwick
Dec 15 all-day

2024-2025 7-Hour National USPAP Update Course

Location:  Hilton Garden Inn, 1 Thurber Street, Warwick, RI

Registration: 8:00 am
Classroom Hours: 8:30 am – 5:00 pm

Tuition:  $195 AI Price / $220 Regular Price

Instructor: Steven G. Elliott, SRA

Credit Hours: 7 hours (Be sure to check with with your state licensing board for approval)

Required materials:

  1. 2024-2025 Student Handbook – included in the registration fee
  2. Reference and Guidance Manual – included in the registration fee
  3. 2024 USPAP (Standards 1 – 10) – This book MUST be purchased from the Appraisal Foundation ($35 + shipping). Here is the link to the Appraisal Foundation website book store here: https://appraisalfoundation.org/imis/itemDetail?iProductCode=440&Category=PUB

Reminder: . All students will be required to display a paper or electronic copy of all required materials (3) at registration – No Exceptions.

CE Credit: 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.

NOTE. Appraisers must successfully complete the 7-Hour National USPAP Update Course every 2 years to meet the USPAP continuing education requirement.

 

Mar
4
Mon
2024
PARTNER EDUCATION – IAAO Course 300 – Fundamentals of Mass Appraisal @ 300 Trade Center Drive, Woburn, MA
Mar 4 – Mar 8 all-day

This course is being offered by the IAAO who is solely responsible for its content.

There is NO APPRAISER CE CREDIT to attend this course.

Questions should be directed to the IAAO.  Questions & Reservations: masschapteriaao@gmail.com OR phone  978-658-3675 

Apr
23
Tue
2024
State of the Market 2024 Economic and Market Overviews, CRE Trends, and RE Taxes for CRE Professionals @ Hilton Boston / Dedham Hotel
Apr 23 all-day

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.

Directions can be found here

Sponsorship opportunities for this event are available.  Learn more here.

Thank you to Program Sponsors:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

as of 4-8-24

 

May
7
Tue
2024
Artificial Intelligence, Blockchain, and the Metaverse: Implications for Valuation @ Radisson Hotel Providence Airport
May 7 all-day

Location: Radisson Hotel Providence Airport, 2081 Post Road, Warwick, RI

Registration: 8:30 am

Classroom Hours: 9:00 am – 4:30 pm

Instructor: Mark R. Linne, MAI, SRA, AI-GRS

Cost: $195 AI Price; $220 Regular Price (After 4/23, add $25) – includes an electronic version of materials and AM break.

About the Program:

This NEW seminar introduces both residential and commercial appraisers to artificial intelligence (AI) and its applications in the appraisal industry. You’ll gain a solid understanding of the history of AI, its building blocks, and the reasons why AI is becoming increasingly essential in data analysis. It also dives into the concept of generative AI and its potential benefits for appraisers. Through examples and case studies, you’ll develop a working knowledge of tools such as ChatGPT, a cutting-edge generative AI model.

Course Attendance: 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.

Course Materials/Breaks: A downloaded copy of materials and AM breaks are included in tuition. Printed materials are available at additional cost and shipping.

Directions can be found here.

CE Credit: 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.

 

May
8
Wed
2024
Artificial Intelligence, Blockchain, and the Metaverse: Implications for Valuation @ Hilton Garden Inn Freeport Downtown
May 8 all-day

Location: Hilton Garden Inn Freeport Downtown, 5 Park Street, Freeport, ME

Registration: 8:30 am

Classroom Hours: 9:00 am – 4:30 pm

Instructor: Mark R. Linne, MAI, SRA, AI-GRS

Cost: $195 AI Price; $220 Regular Price (After 4/25, add $25) – includes an electronic version of materials and AM break.

About the Program:

This NEW seminar introduces both residential and commercial appraisers to artificial intelligence (AI) and its applications in the appraisal industry. You’ll gain a solid understanding of the history of AI, its building blocks, and the reasons why AI is becoming increasingly essential in data analysis. It also dives into the concept of generative AI and its potential benefits for appraisers. Through examples and case studies, you’ll develop a working knowledge of tools such as ChatGPT, a cutting-edge generative AI model.

Course Attendance: 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.

Course Materials/Breaks: A downloaded copy of materials and AM breaks are included in tuition. Printed materials are available at additional cost and shipping.

Directions can be found here.

CE Credit: 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.

 

Litigation Appraising: Specialized Topics and Applications @ Greater Boston Association of Realtor Training Centr
May 8 – May 10 all-day

Location:   Greater Boston Association of Realtors Training Center, 68 Main Street, Reading, MA

Tuition:     $475 AI Price; $525 Regular Price (after 5/15, add $50)

Instructor:  Vince Dowling, MAI, SRA

The course delves more deeply into inverse condemnation, an exciting niche market with increasing demand for appraisers. One of three courses in the Litigation Professional Development Program, this course offers hands-on applications giving you the opportunity to solve problems and put theory into practice. Specialized topics covered include environmental contamination, ad valorem tax assessments, construction defects, bankruptcies, fraud and misrepresentation, income and estate tax disputes, inverse condemnation, contract disputes and equitable distribution in divorces cases. Through problem-solving activities, you’ll apply new concepts and address how to best handle valuation and reporting issues in a professional legal setting. You’ll gain an understanding of the terminology and concepts involved in litigation valuation services in specialty areas and will learn about the many opportunities available for expanding their practices in litigation valuation.

 

This course is in the Litigation Professional Development Program. View this list of FAQs, which includes information regarding the courses you’ll need to complete the program successfully.

Jun
4
Tue
2024
Fundamentals of Appraising Affordable Housing @ Via Livestream Classroom
Jun 4 all-day

Instructor:  Amanda Aaron, MAI

Login/Program Access: 8:30 am – 9:00 am EST
Classroom Hours: 9:00 am – 4:30 pm EST
Lunch:  30 minutes

Enrolled students will receive an email with a link to join the virtual class.

Course Materials:  Price includes a downloaded version of the program material. Students that wish to have a printed copy of materials may opt to do so at an additional cost and will be responsible for paying shipping.

Important Download:  Some files are large and take time to download. Right-click on each download component and select “save target as” from the drop-down menu. Then select a location on your computer. DO NOT attempt to access the file while it is downloading. Some files are large and take time to download properly.

Attendance Requirements:

  • Attendance will be monitored throughout the day and two Zoom polls will be taken.
  • Students are required to provide a copy of their driver’s license which must be emailed to the Chapter office as verification after you have registered for the offering. Only those students who provide the photo identification and “attend” the program in its entirety will receive a certificate of completion. 
  • Students are required to be visible on the Zoom platform during the entire class – 100% attendance policy applies
  • Instructors will direct questions to students.
Jun
18
Tue
2024
The Multifamily Market and the Impact of the MBTA Communities Act and Q2 Chapter Business Meeting @ Connelly Center @ the Federal Reserve Boston
Jun 18 @ 12:00 pm

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.

 

Aug
12
Mon
2024
Advanced Concepts and Case Studies @ Courtyard by Marriott
Aug 12 – Aug 17 all-day

Location:   Courtyard By Marriott, 700 Unicorn Park Drive, Woburn, MA
Tuition:     $1050 AI Price; $1,400 Full Price
Instructor: Rick L. Carlile, MAI, SRA
Credit Hours: 38 hours – including 3 hour exam (Be sure check with with your state licensing board for approval)

Sep
11
Wed
2024
Understanding LD 2003 and its Impact on Real Estate Appraisal Practices in Maine and Q3 2024 Chapter Business Meeting @ Hilton Garden Inn Freeport Downtown
Sep 11 @ 3:00 pm

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

Oct
21
Mon
2024
2024 New England Appraisers Expo @ Four Points by Sheraton
Oct 21 – Oct 24 all-day
 
General Session – October 21, 2024 – In-person at the Four Points by Sheraton, Norwood MA
 
Commercial Expo Session – October 23, 2024 – Via Livestream Classroom
 
Residential Expo Session – October 24, 2024 – Via Livestream Classroom
 
Keynote Speaker –

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.

Oct
28
Mon
2024
Impact of Short-term Rentals (on Real Property Valuation) @ Greater Boston Association of Realtors Training Center
Oct 28 all-day

Location:  Greater Boston Association of Realtors, 68 Main Street, Reading, MA
Tuition:  $195 AI Price; $220 Full Price (after 10/22 add $25)
Instructor:  Joseph Comperchio, MAI, SRA
Credit Hours: 7 hours and 35 AI Points

Registration:  8:30 am

Classroom Hours: 8:45 am – 4:30 pm

 

NEW SEMINAR! 

Short-term residential rentals (STRs) play an increasing role in the global sharing economy. It’s important that appraisers, lenders, and underwriters become familiar with the nuances of valuing these properties.

In this seminar, you will gain a basic understanding of the global short-term rental market plus increased awareness about the impact of STRs and the emerging methods, or best practices, required to develop credible valuations of this property type. 

 
The seminar provides an overview and brief history of the short-term rental industry, information on aspects of value, FF&E, capitalization rates, going-concern value, motivations of property owners, and proper methods of research. Case study examples demonstrate how to value single-unit, multi-unit, and mixed-use properties that include an STR component.
Nov
14
Thu
2024
Impact of Short-term Rentals (on Real Property Valuation) @ Via Livestream Classroom
Nov 14 all-day

Login/Program Access: 8:00 am – 8:30 am
Classroom Hours: 8:30 am – 4:30 pm

Enrolled students will receive an email with a link to join the virtual class.

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 November 12th  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.

NEW SEMINAR! 

Short-term residential rentals (STRs) play an increasing role in the global sharing economy. It’s important that appraisers, lenders, and underwriters become familiar with the nuances of valuing these properties.

In this seminar, you will gain a basic understanding of the global short-term rental market plus increased awareness about the impact of STRs and the emerging methods, or best practices, required to develop credible valuations of this property type. 

 
The seminar provides an overview and brief history of the short-term rental industry, information on aspects of value, FF&E, capitalization rates, going-concern value, motivations of property owners, and proper methods of research. Case study examples demonstrate how to value single-unit, multi-unit, and mixed-use properties that include an STR component.
 
Course Materials:  Price includes a downloaded version of the program material. Students that wish to have a printed copy of materials may opt to do so at an additional cost and will be responsible for paying shipping.
Feb
12
Wed
2025
General Appraiser Income Approach Part 1 @ Hyatt Place
Feb 12 – Feb 15 all-day

Location:   Hyatt Place, 50 Forbes Road, Braintree, MA
Tuition:     $509 AI Price; $559 Full Price (after 1/29, add $50)
Instructor:  Edward V. Bowler, MAI, SRA
Credit Hours: 30 hours (Be sure check with with your state licensing board for approval)

Feb
19
Wed
2025
Top 15 Takeaways from Your Colleagues’ Legal Misfortunes @ Via Livestream Classroom
Feb 19 @ 9:00 am – 12:00 pm

Date: Wednesday, February 19, 2025

Price: $99 AI Price; $135 Full Price

Via Livestream Classroom

Instructor:  Attorney Peter Christensen

Login / Program Access:  8:30 am

Classroom Hours: 9:00 am – noon

Registered students will be sent a link to access the class

Attorney Peter Christensen will offer 15 takeaways and lessons from legal situations and cases involving appraisers. What can appraisers learn from their colleagues’ legal misfortunes?

Here are some of the takeaways offered:

  • How does USPAP relate to a professional negligence claim?
  • What’s the most important language in an appraisal report – in relation to an appraiser’s potential liability?
  • What legal problems have copying and pasting information from Wikipedia into appraisal reports caused appraisers?
  • How does the Gramm Leach Bliley Act really apply to appraisers?

Peter Christensen is an attorney whose practice is focused on legal and regulatory issues concerning real estate valuation. He is the author of Risk Management for Real Estate Appraisers and Appraisal Firms, published by the Appraisal Institute in 2019.

 

CE Credit – Credit Hours: 3 hours (15 AI Points) .  This program is approved by the Appraisal Institute and the states of MA, ME, and RI for three  .  three hours of appraiser CE credit..   There will be no credit provided 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.

 

Feb
21
Fri
2025
2024-2025 7-Hour National USPAP Update Course @ Via Livestream Classroom
Feb 21 all-day

Location: Via Livestream

Registration: 8:00 am
Classroom Hours: 8:30 am – 4:00 pm

Tuition:  $195 AI Price; $220 Regular Price

Instructor: Steven G. Elliott, SRA

Credit Hours: 7 hours (Be sure to check with with your state licensing board for approval)

Required materials:

  1. 2024-2025 Student Handbook – included in the registration fee
  2. Reference and Guidance Manual – included in the registration fee
  3. 2024 USPAP (Standards 1 – 10) – This book MUST be purchased from the Appraisal Foundation ($35 + shipping). Here is the link to the Appraisal Foundation website book store here: https://appraisalfoundation.org/imis/itemDetail?iProductCode=440&Category=PUB

Reminder: . All students will be required to display a paper or electronic copy of all required materials (3) at registration – No Exceptions.

CE Credit: 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.

NOTE. Appraisers must successfully complete the 7-Hour National USPAP Update Course every 2 years to meet the USPAP continuing education requirement.

 

Mar
7
Fri
2025
Basic Appraisal Principles @ Hyatt Place
Mar 7 – Mar 15 all-day

Location:   Hyatt Place, 50 Forbes Road Braintree, MA   
Tuition:     $450 AI Price; $449 Full Price  
Instructor:Steven Elliott, SRA
Credit Hours: 30 hours (Be sure check with with your state licensing board for approval) 

Classroom Dates are March 7, 8, 14, 15, 2025

Mar
19
Wed
2025
General Appraiser Income Approach Part 2 @ Hyatt Place
Mar 19 – Mar 22 all-day

Location:   Hyatt Place, 50 Forbes Road, Braintree, MA
Tuition:     $509 AI Price; $559 Full Price (after 3/5, add $50)
Instructor:  Edward V. Bowler, MAI, SRA
Credit Hours: 30 hours (Be sure check with with your state licensing board for approval)

Apr
4
Fri
2025
15 Hour National USPAP Course @ Hyatt Place
Apr 4 – Apr 5 all-day

 

Location:  Hyatt Place, 50 Forbes Road, Braintree, MA
Tuition:    
$299 AI Price; $349 Full Price 

Instructor: Steven Elliott, SRA

Credit Hours: 15 hours (Be sure check with with your state licensing board for approval)

Price does NOT include the most recent version of USPAP which is required and MUST be purchased from the Appraisal Foundation. To purchase a print or electronic copy of the publication, please visit The Appraisal Foundation.

Apr
18
Fri
2025
Basic Appraisal Procedures @ Hyatt Place Braintree
Apr 18 – Apr 26 all-day

Location:   Hyatt Place, 50 Forbes Road, Braintree, MA
Tuition:     $450 AI Price; $499 Full Price  
Instructor:  Joseph Comperchio, MAI, SRA
Credit Hours: 30 hours (Be sure check with with your state licensing board for approval)

Classroom Dates are May April 18, 19, 25, 26, 2025

May
7
Wed
2025
General Appraiser Report Writing and Case Studies @ Hyatt Place
May 7 – May 10 all-day

Location:   Hyatt Place, 50 Forbes Road, Braintree, MA
Tuition:     $559 AI Price; $609 Full Price (after 4/23, add $50)
Instructor:  Mark Smeltzer, MAI, SRA, AI-RRS
Credit Hours: 30 hours (Be sure check with with your state licensing board for approval)

May
14
Wed
2025
Business Practices and Ethics @ via Livestream Classroom
May 14 @ 9:00 am – 3:30 pm

Instructor:  Jonathan H. Avery, MAI, SRA

Login/Program Access: 8:30 am – 9:00 am
Classroom Hours: 9:00 am – 3:30 pm

Enrolled students will receive an email with a link to join the virtual class.

 

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 6th 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:  Credit Hours: 6 hours.

This course is approved for 30 AI CE points as well as six hours of CE credit by MA (Approval #120077), RI (Approval #REA-0001330-CE) and ME.

Course Materials:  Price includes a downloaded version of the program material. Students that wish to have a printed copy of materials may opt to do so at an additional cost and will be responsible for paying shipping.

Jun
11
Wed
2025
Real Estate Finance Statistics and Valuation Modeling @ Hyatt Place
Jun 11 – Jun 12 all-day

Location:   Hyatt Place, 50 Forbes Road, Braintree, MA

Tuition:     $410 AI Price; $460 Regular Price (after 5/28, add $50)

Instructor:  Vince Dowling, MAI, SRA

Credit Hours: 14 hours (Be sure check with with your state licensing board for approval)

Jun
18
Wed
2025
2024 / 2025 7 Hour National USPAP Update Course @ Via Live / Synchonous Classroom
Jun 18 all-day

Instructor: Jonathan H. Avery, MAI, SRA

Login/Program Access: 8:00 am – 8:30 am
Classroom Hours: 8:30 am – 4:00 pm

Enrolled students will receive an email with a link to join the LIVESTREAM class.

Credit Hours: 7 hours

CE Credit: 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.

Required materials:

  1. 2024-2025 Student Handbook – included in the registration fee
  2. Reference and Guidance Manual – included in the registration fee
  3. 2024 USPAP (Standards 1 – 10) – This book MUST be purchased from the Appraisal Foundation ($35 + shipping). Here is the link to the Appraisal Foundation website book store here: https://appraisalfoundation.org/imis/itemDetail?iProductCode=440&Category=PUB

Reminder: All students will be required to display a paper or electronic copy of all required materials (3) at registration – No Exceptions.

Sep
17
Wed
2025
General Appraiser Sales Comparison Approach @ Hyatt Place
Sep 17 – Sep 20 all-day

Location:   Hyatt Place, 50 Forbes Road, Braintree, MA
Tuition:     $559 AI Price; $609 Full Price (after 9/3, add $50)
Instructor:  Edward V. Bowler, MAI, SRA
Credit Hours: 30 hours (Be sure check with with your state licensing board for approval)

Check-in: : 8:00 am on September 17, 2025

Classroom Hours: 8:30 am – 5:00 pm

Oct
15
Wed
2025
General Appraiser Site Valuation & Cost Approach @ Hyatt Place
Oct 15 – Oct 18 all-day

Location:   Hyatt Place, 50 Forbes Road, Braintree, MA
Tuition:     Tuition:     $559 AI Price; $609 Full Price (after 10/1, add $50)
Instructor:  Edward V. Bowler, MAI, SRA
Credit Hours: 30 hours (Be sure check with with your state licensing board for approval)

Nov
12
Wed
2025
General Appraiser Market Analysis and Highest and Best Use @ Hyatt Place
Nov 12 – Nov 15 all-day

Location:   Hyatt Place, 50 Forbes Road, Braintree, MA

Registration: 8:00 am on November 12, 2025

Classroom Hours: 8:30 am – 5:00 pm

Registration Fee: $559 AI Price; $609 Full Price (after 10/29, add $50)