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.
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.
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)
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.
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!
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.
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!
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 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.
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)
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.
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:
- 2024-2025 Student Handbook – included in the registration fee
- Reference and Guidance Manual – included in the registration fee
- 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.
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
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)
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.
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
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)
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.
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)
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:
- 2024-2025 Student Handbook – included in the registration fee
- Reference and Guidance Manual – included in the registration fee
- 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.
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
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)
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)