May
29
Wed
2024
Real Estate Finance Statistics and Valuation Modeling @ Greater Boston Association of Realtors Training Center
May 29 – May 30 all-day

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

Tuition:     $410 AI Price; $460 Regular Price (after 5/29, add $50)

Instructor:  Vince Dowling, MAI, SRA

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

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.
General Appraiser Market Analysis and Highest and Best Use
Jun 4 – Jun 7 all-day

Location:   Courtyard By Marriott, 700 Unicorn Park Drive, Woburn, MA

Registration: 8:00 am

Classroom Hours: 8:30 am – 5:00 pm

Registration Fee: $610 AI Price; $660 Full Price (after 10/30, add $50)

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.

Overnight Accommodations: We now have a discounted rate for students attending AI programs who wish to book overnight accommodations. Visit the hotel website at www.marriott.com/boscw . Under the tab for special rates, click corporate code. Rate code is Y8I for an 11% discount off the retail room rate. You can also call the hotel’s front desk and mention the code.

Driving Directions

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
10
Sat
2024
2024 Summer Social @ the Portland Sea Dogs @ Hadlock Field
Aug 10 all-day

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.

 

Purchase a single game ticket here

Purchase Group/Family 4 pack 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
4
Wed
2024
General Appraiser Income Approach Part 2 @ Courtyard By Marriott
Sep 4 – Sep 7 all-day

Location:   Courtyard By Marriott, 700 Unicorn Park Drive, Woburn, MA
Tuition:     $510 AI Price; $560 Full Price (after 9/4, add $50)
Instructor:  Edward V. Bowler, MAI, SRA
Credit Hours: 30 hours (Be sure check with with your state licensing board for approval)

Business Practices and Ethics @ via Livestream Classroom
Sep 4 @ 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.

Top 15 Takeaways from Your Colleagues’ Legal Misfortunes @ Via Livestream Classroom
Sep 4 @ 9:00 am

Date: Thursday, September 19, 2024

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 . Applications have been submitted to MA, ME, and RI for 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.

 

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

Sep
24
Tue
2024
2024 / 2025 7 Hour National USPAP Update Course @ Via Live / Synchonous Classroom
Sep 24 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
25
Wed
2024
End of Summer Networking Event @ Warehouse Bar & Grille
Sep 25 @ 5:00 pm – 7:00 pm
 

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

           

 
 
Oct
16
Wed
2024
General Appraiser Sales Comparison Approach @ Courtyard by Marriott
Oct 16 – Oct 19 all-day

Location:   Courtyard By Marriott, 700 Unicorn Park Drive, Woburn, MA
Tuition:     $550 AI Price; $610 Full Price (after 10/2, add $50)
Instructor:  Edward V. Bowler, MAI, SRA
Credit Hours: 30 hours (Be sure check with with your state licensing board for approval)

Location: Courtyard By Marriott, 700 Unicorn Park Drive, Woburn, MA

Registration: 8:00 am

Classroom Hours: 8:30 am – 5:00 pm

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.

Nov
6
Wed
2024
Impact of Short-term Rentals (on Real Property Valuation) @ Greater Boston Association of Realtors Training Center
Nov 6 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
13
Wed
2024
General Appraiser Site Valuation & Cost Approach @ Courtyard by Marriott
Nov 13 – Nov 16 all-day

Location:   Courtyard By Marriott, 700 Unicorn Park Drive, Woburn, MA
Tuition:     Tuition:     $550 AI Price; $610 Full Price (after 10/30 , add $50)
Instructor:  Edward V. Bowler, MAI, SRA
Credit Hours: 30 hours (Be sure check with with your state licensing board for approval)

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.
Women’s Initiative Network (WIN) Meeting @ Via Zoom
Nov 14 @ 4:30 pm

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)

Dec
4
Wed
2024
Holiday Meeting /Dinner and Installation of 2025 Officers Directors and Regional Reps @ Harborview Dining Room @ the Federal Reserve Boston
Dec 4 @ 5:30 pm