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Monday, October 21, 2024
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2024 New England Appraisers Expo Opening, Commercial & Residential 10-Hour Bundle

Start Date: 10/21/2024 9:15 AM EDT
End Date: 10/24/2024 12:00 PM EDT

Venue Name: In-Person 10/21 & Live-Streaming on Zoom 10/23 & 24


Organization Name: MBREA

Contact:
MBREA Staff
Email: staff@mbrea.org
Phone: (617) 830-4530

2024 New England Appraisers Expo
Opening, Commercial & Residential 10-Hour Bundle


The opening Program on October 21, 2024, will be in-person only at the Four Points by Sheraton Hotel, Norwood, MA and includes lunch and breaks. The Commercial (October 23) and Residential Programs (October 24) will be live-streamed only via Zoom.

Register for all three Expo sessions with one click!

Scheduling: The 2024 New England Appraisers Expo Opening Program will take place in-person only on October 21, 2024 from 9:15 a.m. to 3:00 p.m., the Commercial Program will be live-streamed only on October 23, 2024 from 8:45 a.m. to 12:00 p.m. and the Residential Program will be live-streamed only on October 24, 2024 from 8:45 a.m. to 12:00 p.m.

Attendance: We are required to record each participant's attendance which will be done through sign-in sheets at the Opening Program and by poll questions during the Commercial Program. We will not be able to award CE credit to participants who fail to sign both the sign-in sheets and answer all the poll questions.
 
Members: (AI and MBREA): $305.00
AI members who are not MBREA members should obtain a code from the Chapter office.
All Others: $355.00
Everyone saves $30 when you register before October 7, 2023
 
Opening Program
October 21, 2024 In-person
A Conversation with State Board Chairs

Join a panel of seasoned state licensing board members as they explore evolving regulatory trends, highlight critical areas of concern, and offer expert guidance on crafting appraisal reports that withstand scrutiny.

Panelists:            Michael Giannelli – Massachusetts
                             Charles Schubert – New Hampshire
                             Edward Stachurski – Rhode Island
Moderator:         Stephen Sousa -- MBREA

REALTOR Report

Kevin Sears, President, National Association of REALTORS (NAR) will brief attendees on the current status of NAR with comments about the recent commission settlement and its impact on selling and buying residential dwellings.

Living with the New Climate of Metro Boston

Dr. Paul Kirshen, Professor in the School for the Environment, University of Massachusetts Boston will share his research about how climate change is affecting the metro-Boston region and expectations for its impact in the years ahead.

Economic Update

Aaron Jodka will overview of the U.S. economy and discuss trends in the labor market, interest rates, inflation, along with a forecast. Green shoots are emerging in sectors within the economy, while challenges are developing in others. The purpose of this discussion is to dig into the current and future state of the U.S. economy and how that will ultimately that will translate within the commercial and residential real estate sectors.
 

Commercial Program
October 23, 2024 Live-streaming

Capital Markets: On the Horizon and Beyond
This panel to discussion will highlight current trends in the capital markets, how the capital stack has changed in the past 12 to 24 months, what the next 12 months may look like across the CRE markets/classes in New England, and how these market behaviors impact valuation.

Panelists:
Frank Petz,  Managing Director Investment Sales, Colliers
Matthew Enright, Senior Director, JLL
Bob Horvath,  Executive Vice President Horvath & Tremblay
Justin Smith, Head of Capital Markets, Atlantic Capital Markets

The Reviewer’s Corner: Exceed Expectations
A panel comprised of Review Appraisers from individual reviewers to those at large nationals will discuss common pain points, tips to improve report findings / presentations, missteps to avoid, and guidelines for USPAP compliance.

Panelists:
Karen Friel, MAI, AI-GRS, Principal at Friel Valuation Advisors
Jim Renner, Vice President Real Estate Technical Services at Wells Fargo Bank
Rachel L. Gottmeier, AI-GRS, MRICS, VP, Senior Commercial Appraiser, M & T Bank
Deborah Carlson, FVP--Appraisal Manager, Needham Bank
Hilary Jones, MAI-AIGRS, Senior Vice President, Appraisal & Consulting, CES
Residential Program
October 24, 2024 Live-streaming only

Appraising Short Term Rentals
Best Practices and Insights
This comprehensive two-hour presentation will delve into the unique challenges of appraising short-term rentals for conventional financing. While guidelines from Fannie Mae and Freddie Mac offer some direction, significant uncertainties still persist in this area.
 
Key topics to be covered include:
  • Understanding Short-Term Rentals:
    • Differentiating from platforms like Airbnb and similar services
    • Evaluating vacation rentals
    • Assessing student rentals
    • Considering off-season rental properties
  • The Role of Appraisers:
    • Defining the appraiser's role in short-term rental evaluations
    • Outlining specific responsibilities and best practices
  • Lender Perspectives:
    • Understanding how lenders perceive and evaluate short-term rentals
    • Identifying the factors lenders consider most critical
  • Local Regulations and Requirements:
    • Navigating town-specific requirements for short-term rentals
    • Complying with local zoning and housing regulations
  • Housing Availability and Affordability:
    • Examining the impact of short-term rentals on local housing markets
    • Addressing issues related to housing availability and affordability
By the end of this presentation, participants will have a clearer understanding of the complexities involved in appraising short-term rentals and the strategies to address these challenges effectively.
 
Panelists:
William J. Pastuszek, Jr., MRA, MAI, AI-GRS, Moderator
Nicholas Fernandes, Certified Residential Appraiser
Jamie Moore, Certified Residential Appraiser
Sarah Ruder, Vice President, Cape Cod Five

Navigating Residential Property Market Trends
This one-hour overview provides appraisers with an overview of identifying market conditions, determining and supporting appropriate adjusts, and how to effectively incorporate this information into a report.
 
The program focuses on:
  • Market condition levels of adjustment
  • Identifying the dynamics of different property types
  • Is it the client or the market that decides the need for an adjustment
  • Alternative ways to support adjustments
  • The role of critical thinking
  • Red flags
  • Reporting
At the end of the presentation, appraisers will have a sufficient understanding about how to reflect current market trends in their analysis and reporting.
 
Panelists:
William J. Pastuszek, Jr., MRA, MAI, AI-GRS
Stacie Chandler, RA, SRA, AI-RRS
Kenneth Dicks, MAI

State Approvals - as of October 9, 2024
State Opening Program (4-Hrs) Commercial Program (3-Hrs) Residential Program (3-Hrs)
CT AAL.001291 AAL.001290 AAL.001286
MA*     580081
ME 34C048 34C049 34C047
NH**      
RI REA.0002273-CE REA.0002274-CE REA.0002251-CE
VT CA-258783 CA-258782 CA-253799
*Note for MA license holders: The Opening, Commercial, and Residential Sessions of the Expo are approved as NR (Non-Residential) and R (Residential) and may be used by all appraisers for CE credit.
**NH does not assign numbers to approved courses.
AI Points: The 7-hour General and Commercial or General and Residential sessions are 35 AI Points. The 3-hour Commercial or Residential sessions are 15 AI Points each.

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