Apr
14
Wed
Market Analysis in Volatile Markets
Apr 14 @ 8:30 am – 4:30 pm
Market Analysis in Volatile Markets

 

Photo Verification: REQUIRED
As part of the required attendance monitoring, all students need to provide the Chapter Office with a copy of your Driver’s License in advance of the offering.

  • Simply take a picture of your DL with your phone or send a scanned copy to [email protected]
  • Registrants who have not yet forwarded their photo IDs will be ineligible for credit and will be prohibited from attending the seminar

Experiences

Seminar Materials Include:

  • Seminar Handbook (191 pp.)

Cancellation Policy

Up To 15 days prior to program start date, $50.00 cancellation fee.

2 – 14 days prior to program start date, $100.00 cancellation fee.

Less than 2 days prior to program start date, forfeit of payment.

 

Additional Information

Zoom log in information will be emailed on 04/12/2021

Class starts at 8:30 am

Class ends at 4:30 pm

AI CE: 35 Points

Class Time: 7 Hours

APPROVED: BREA CE 7 Hours

Disclaimer Information

Enrollment is on a first-come, first served basis. If the event is filled, a waiting list will be retained. The Southern California Chapter reserves the rights to cancel, limit, or reschedule this event if the minimum enrollment level is not reached, and to change faculty assignments and facility locations at any time. Prospective students should confirm their registration before making any non-refundable airline reservations. There are NO transfers; you must cancel out of the offering.

ATTENDANCE

The Appraisal Institute enforces attendance requirements mandated by state licensing and certification regulatory agencies. The Appraisal Institute issues certificates for state certification/licensing or state continuing education credit that verify successful completion and attendance of 100%, with your grade notification letter for courses, or at the conclusion of seminars. One hundred percent (100%) attendance is required for all Appraisal Institute education programs. This follows Appraiser Qualification Board minimum criteria requirements.

PREREQUISITES

Some classes have prerequisites. Be sure to read the course description to find out if there are any prerequisites for this course.

REQUIRED TEXTBOOKS

Some classes have required textbooks. Be sure to read the class description to find out if there are any required textbooks for this course. There will not be any textbooks for purchase at the class. You must buy them ahead of time. If you arrive for a class without the required textbook credit for the class cannot be given and there will be no refund.

REQUIRED EQUIPMENT

Some classes require you bring a laptop and or other equipment. Be sure to read the class description to determine if any equipment is required. You are responsible for bringing your own extension cord(s). None will be provided. Please safeguard your equipment and personal belongings at all times. The Appraisal Institute, the Southern California Chapter, the Instructor or the facility will not be responsible for any loss of your personal belongings.

CLASS MATERIALS TO DOWNLOAD

 

Some classes are now available with downloadable materials. If you opted to download class materials instead of having them shipped to you, you will be required to bring the materials with you on a laptop or as a hard copy. If you do not have the materials with you credit for the class cannot be given and there will be no refund. Copies will not be available to you in the class. You are responsible for bringing your own extension cord(s). None will be provided.

 

ADA COMPLIANCE

 

It is the policy of the Appraisal Institute to provide reasonable accommodations for qualified persons with disabilities who are participating in Appraisal Institute educational programs. If you need accommodations to participate because of a disability, please notify us in writing at least two weeks in advance of the program and we will arrange for reasonable accommodation. Without two weeks’ notice, accommodation may not be available.

COMPLETION CERTIFICATES

For scannable exams, written notification of results will be sent to the examinee approximately 15 business days from the date of receipt of the exams at the national office.

Certificates of completion for continuing education will be sent to the student in approximately 15 days from the date of the class. Express Grading is available. For more information contact the national office at (312)335-4207.

Program materials can be downloaded by the student.

National Disclaimer

Virtual Education Exception

Please note that not all states have approved Virtual education, therefore, registrants MUST CHECK their individual states for approval BEFORE registering for the Program. Before registering for the Program, registrants understand and agree that continuing education credit for this program MAY NOT be available in their state on the date of the Program. The Appraisal Institute is not responsible if credit is not available for the Program in individual states. Please note: State exceptions for virtual education may expire PRIOR to the offering date.

State Credit

Please note that 100% attendance is required in order to receive any approved state credit or to be awarded AI CE points. It is imperative that you check with your state board for state approval information before completing registration.

Other Information

If you have a disability and require accommodation, please notify the sponsor at least two weeks in advance for reasonable accommodations to be arranged.

The Appraisal Institute reserves the rights to cancel, limit, or reschedule the program and to change instructor assignments and facility locations at any time.

 

 

 

Apr
21
Wed
6th Annual – IRWA Chapter 57 & SCCAI Joint Meeting
Apr 21 @ 11:30 am – 1:30 pm
6th Annual - IRWA Chapter 57 & SCCAI Joint Meeting

Mr. Kuhn and Mr. Caringella will be discussing project benefits and
their significance in the eminent domain arena. Material to be
covered will include the statutory and case law landscape that gives
rise to the issue of project benefits, when and how they may apply,
and methods and techniques used for quantifying benefits. The
MidCoast light rail project and other public projects will be discussed
that will illustrate a range of potential sources of benefits and how
potentially appraisers can measure benefits. Tips and tricks and
sources of data will be discussed. The presenters will provide a
perspective from both the attorney and the appraiser, including
experiences through the lens of both public agencies and property
owners.

 

Bradford B. Kuhn
Partner, Orange County
NOSSAMAN LLP

Brad Kuhn serves as Chair of Nossaman’s Eminent Domain & Valuation Group, likely the largest group of
skilled eminent domain attorneys in California and the United States. Brad is a real estate and business
litigation attorney, with a particular emphasis in the transportation, energy/gas, water, land-use
development, and telecommunications industries. He is a recognized leader in advising on all real
property aspects of infrastructure and development projects, and has led some of the largest projects in
the nation, cumulatively totaling in excess of $25 billion. He represents public and private sector clients
with eminent domain, inverse condemnation, land use/zoning, landlord/tenant, construction, and other
real estate and business disputes.
Brad’s work and accomplishments have been profiled in numerous publications. He has been featured on
the cover of Right of Way Magazine, and he has been called upon to present across the country and
oversee multiple treatises and courses on real estate. Chambers & Partners, the guide to the world’s best
lawyers, recommends him for the full span of land use and infrastructure matters — particularly eminent
domain and valuation disputes — and commends his “practical, business-minded advice” and his “high
level of decorum in dealing with the other sides.” Brad has also been awarded the CRE® designation by
the Counselors of Real Estate®, an international group of real estate professionals recognized as leading
advisors in complex real property matters.

 

Some of Brad’s other accolades and recognitions include:

  • Recognized by the Recorder as a California Trailblazer, a recognition given to only a “handful of
    attorneys that are truly agents of change” and have “made significant marks on the practice, policy
    and technological advancement of their practice.”
    • Named to the Daily Journal’s Top 20 Under 40 list, a recognition given to the top 20 lawyers in
    California that are on the cutting edge of legal issues, and who are making an impact on changing
    an industry, region or society;
    • Chosen for individual recognition by Chambers USA for Real Estate: Zoning/Land Use Law;
    • Recognized as the Top Rated Lawyer in Land Use and Zoning by the American Lawyer;
    • Named the Best Land Use/Zoning Attorney in Orange County by OC Metro/Orange County
    Register;
    • Recognized as the Best Eminent Domain Attorney by US Business News’ Legal Elite;
    • Repeatedly acknowledged on Up-and-Coming Top 25 Orange County and Up-and-Coming Top
    100 Southern California Rising Stars lists; and
    • Awarded an AV-Preeminent Rating by Martindale-Hubbell, a rating given to only those attorneys
    who exhibit the highest level of professional excellence based on a review of their peers.

 

Brad is general counsel to the International Right of Way Association (IRWA), where he has also served
as President of the Inland Empire Chapter and has been named the Professional of the Year. He is also
the only attorney serving on the Advisory Board to Mobility 21, where he works with industry leaders to
solve the transportation challenges facing Southern California.

 

Robert P. Caringella, MAI, SRA, AI-GRS
Principal
Jones, Roach & Caringella Inc.

 

Rob Caringella is co-owner of Jones Roach & Caringella Inc. and has been in the appraisal field for 33
years. He has a BA degree in Management Science from the University of California, San Diego.
Mr. Caringella is state-certified, and holds the MAI, SRA, and AI-GRS designations conferred by the
Appraisal Institute. His experience includes a broad range of residential, industrial, and commercial
properties involved in litigation, lending, estates and trusts, government acquisitions, fair political practice,
tax appeal, endangered habitat evaluation, and damage studies. He has extensive experience in the
eminent domain and title defect arenas, and has testified many times in court, mediation/arbitration, and
depositions. Rob also has many sub-specialties including mobile homes, mitigation land, and fractional
interest appraisals. Mr. Caringella has served multiple times as a “third appraiser” to assist in dispute
resolution.

Some examples of appraisals include:

 

  • Transportation and Utility Corridor Acquisitions
  •  Master-planned communities
  •  Regional Shopping Centers
  • Adaptive Re-use Properties
  • Air and Subterranean Rights
  •  Military Aircraft Manufacturing and Maintenance Facilities – 5 million square feet +
  • Duty-Free operations
  • Luxury Residential
  • Mt. Soledad Cross in La Jolla

Mr. Caringella has served the Appraisal Institute on the National Board of Directors, Vice-Chair of ADQC,
National Finance Committee, Chapter President, and many other committees and project teams. He
served for several years on the Board

 

May
13
Thu
Federal and California Statutory and Law Course
May 13 @ 11:30 am – 5:00 pm
Federal and California Statutory and Law Course

ZOOM LOG INFORMATION WILL BE SENT OUT ON 05/11/2021

 

LOG IN WILL BE AVAILABLE AT 11:30 AM

 

CLASS STARTS AT 12:00 PM

 

CLASS ENDS AT 5:00 PM

Jun
7
Mon
Review Theory – General
Jun 7 @ 8:00 am – Jun 11 @ 6:00 pm
Review Theory – General

Course Materials Include:

  • Course Handbook (431 pp.)
  • Suggested Solutions (172 pp.)
  • Pre-Class Downloads (3 MB)
  • Pre-Class Memo (1 p.)

Designated Members, Candidates for Designation, and Practicing Affiliates will receive the discounted AI Price for Advanced Education courses: Review Theory—General and Review Case Studies—General. All others will pay full price.

Review Theory—General is required for individuals pursuing the Appraisal Institute General Review Designation (AI-GRS – Appraisal Institute – General Review Specialist). For more information regarding the requirements for the review designation, please click here.

If you are currently designated, view for more information on the alternative path.

If you are currently a Candidate for Designation, or wish to become a Candidate, view here for the specific designation requirements.

You will be asked to clear the calculator’s memory before and after the examination. Only one calculator is permitted in the testing room. Examinees taking most AI exams may bring their own calculator to use during the exam. Laptops, cellular phones, tablets, iPads, wearable technology (smart watch, Apple Watch, Google Glass, etc.), and other devices that can store data or connect to the Internet are NOT permitted during the exam. In addition, all watches, wallets, bags, and purses must be removed and stored out of reach prior to taking the exam.

Additional Information

CHECK IN AT 8:00 AM

CLASS STARTS AT 8:30 AM

NO BREAKFAST OR REFRESHMENTS WILL BE SERVED.

LUNCH: YOU ARE ON YOUR OWN

PARKING: FREE

TEMPERATURES IN CLASS ROOMS VARY. PLEASE DRESS ACCORDINGLY.

 

Feb
28
Mon
2022-2023 7-Hour National USPAP Update Course @ Ayres Hotel and Suites
Feb 28 @ 8:30 am – 4:30 pm

Notes

Course Materials Include:

  • Course Handbook (82 pp.)
  • Reference Manual (116 pp.)

Unless otherwise noted, the course price does not include a copy of the current USPAP edition, which is required for course credit. When the chapter does not include, participants must bring their own copy of the USPAP edition to class.

 

To purchase a print or electronic copy of the publication, please visit The Appraisal Foundation.

Experiences

Course Materials Include:

  • Course Handbook (82 pp.)
  • Reference Manual (116 pp.)

Unless otherwise noted, the course price does not include a copy of the current USPAP edition, which is required for course credit. When the chapter does not include, participants must bring their own copy of the USPAP edition to class.

 

To purchase a print or electronic copy of the publication, please visit The Appraisal Foundation.

Cancellation Policy

Up To 15 days prior to program start date, $50.00 cancellation fee.

2 – 14 days prior to program start date, $100.00 cancellation fee.

Less than 2 days prior to program start date, forfeit of payment.

Additional Information

CHECK IN AT 8:00 AM

CLASS STARTS AT 8:30 AM

NO BREAKFAST OR REFRESHMENTS WILL BE SERVED.

LUNCH: YOU ARE ON YOUR OWN

PARKING: FREE

TEMPERATURES IN CLASS ROOMS VARY. PLEASE DRESS ACCORDINGLY

 

Disclaimer Information

ENROLLMENT

 

Enrollment is on a first-come, first served basis. If the event is filled, a waiting list will be retained. The Southern California Chapter reserves the rights to cancel, limit, or reschedule this event if the minimum enrollment level is not reached, and to change faculty assignments and facility locations at any time. Prospective students should confirm their registration before making any non-refundable airline reservations. There are NO transfers; you must cancel out of the offering.

 

ATTENDANCE

 

The Appraisal Institute enforces attendance requirements mandated by state licensing and certification regulatory agencies. The Appraisal Institute issues certificates for state certification/licensing or state continuing education credit that verify successful completion and attendance of 100%, with your grade notification letter for courses, or at the conclusion of seminars. One hundred percent (100%) attendance is required for all Appraisal Institute education programs. This follows Appraiser Qualification Board minimum criteria requirements.

 

PREREQUISITES

 

Some classes have prerequisites. Be sure to read the course description to find out if there are any prerequisites for this course.

 

REQUIRED TEXTBOOKS

 

Some classes have required textbooks. Be sure to read the class description to find out if there are any required textbooks for this course. There will not be any textbooks for purchase at the class. You must buy them ahead of time. If you arrive for a class without the required textbook credit for the class cannot be given and there will be no refund.

 

REQUIRED EQUIPMENT

 

Some classes require you bring a laptop and or other equipment. Be sure to read the class description to determine if any equipment is required. You are responsible for bringing your own extension cord(s). None will be provided. Please safeguard your equipment and personal belongings at all times. The Appraisal Institute, the Southern California Chapter, the Instructor or the facility will not be responsible for any loss of your personal belongings.

 

CLASS MATERIALS TO DOWNLOAD

 

Some classes are now available with downloadable materials. If you opted to download class materials instead of having them shipped to you, you will be required to bring the materials with you on a laptop or as a hard copy. If you do not have the materials with you credit for the class cannot be given and there will be no refund. Copies will not be available to you in the class. You are responsible for bringing your own extension cord(s). None will be provided.

 

ADA COMPLIANCE

 

It is the policy of the Appraisal Institute to provide reasonable accommodations for qualified persons with disabilities who are participating in Appraisal Institute educational programs. If you need accommodations to participate because of a disability, please notify us in writing at least two weeks in advance of the program and we will arrange for reasonable accommodation. Without two weeks’ notice, accommodation may not be available.

 

ATTENDANCE CERTIFICATE:

 

With the recent transition to the Appraisal Institute’s NetForum registration system, attendance certificates will be available for download directly through the AI’s national website. The procedure to obtain your certificate is:

 

Go to www.appraisalinstitute.org

 

Log into Your AI Account

Select Education/Events on the right sidebar

See List of All Offerings

Scroll to the specific offering which shows Registered and click

At the very bottom of the screen, click Retrieve Certificate

NOTE: Allow a minimum of ten business days for certificates to be available. The Chapter office cannot view, nor can we retrieve copies of your attendance certificate. Anyone having difficulty accessing their certificate should contact the Education Delivery Services Dept. directly at [email protected].

Program materials can be downloaded by the student.

National Disclaimer

State Credit

Please note that 100% attendance is required in order to receive any approved state credit or to be awarded AI CE points. It is imperative that you check with your state board for state approval information before completing registration.

Other Information

If you have a disability and require accommodation, please notify the sponsor at least two weeks in advance for reasonable accommodations to be arranged.

The Appraisal Institute reserves the rights to cancel, limit, or reschedule the program and to change instructor assignments and facility locations at any time.

Apr
22
Fri
How to Value a Partial Acquisition (Start at the Beginning) @ Virtual
Apr 22 @ 2:00 pm – 4:00 pm

One niche in the real estate valuation sector is eminent domain. Eminent domain acquisition rights, or the ability of a government, quasi government, or utility entity to acquire property rights, is governed by the 5th Amendment to the United States Constitution. Today we will discuss the valuation and appraisal review for partial acquisitions, why it is important to understand the appraisal problem before starting research, and how the iterative process is crucial to credible assignment results. One main tenant of all valuation is for the valuer to be unbiased. The ability for valuers and appraisal reviewer’s to be impartial and objective and therefore balance the rights of property owners with the rights of all people potentially using and paying for the infrastructure.

Bio: Christina Thoreson, SR/WA, MAI, CRE
As a valuation professional, Christina began her career in late 1986 in Atlanta. She earned her SR/WA, Senior Right of Way Associate designation from the International Right of Way Association. Christina is the current chair of the IR/WA Valuation Community of Practice. She is also a Designated Member of the Appraisal Institute having earned the MAI, SRA, and AI-GRS. Christina has recently been conferred membership in the Counselors of Real Estate and holds the credential CRE. She is a AQB qualified USPAP instructor, holds the CLIMB certification from the IR/WA, and completed the Certified Distance Education Instructor (CDEI) from the International Distance Education Certification Center (IDECC). She has taught real estate in both the professional and college settings. Her valuation experience includes a wide variety of property types and sizes, and her appraisal and review practice has focused primarily on eminent domain since 1991.

Apr
30
Sat
Advanced Concepts & Case Studies @ Ayres Hotel
Apr 30 all-day
May
19
Thu
Federal and California Statutory and Regulatory Law @ Virtual Classroom
May 19 all-day
Jun
9
Thu
24th Annual Inland Empire Market Trends Seminar @ Doubletree Hotel
Jun 9 @ 8:00 am – 5:00 pm

Notes

CHECK-IN AT 7:30 AM

SEMINAR STARTS AT 8:00 AM

LUNCH: WILL BE PROVIDED

PARKING: FREE

TEMPERATURE IN THE ROOM VARIES. PLEASE DRESS ACCORDINGLY.

PENDING APPROVAL: 8 HOURS OF BREA CE

Cancellation Policy

Up To 15 days prior to program start date, $50.00 cancellation fee.

2 – 14 days prior to program start date, $100.00 cancellation fee.

Less than 2 days prior to program start date, forfeit of payment

Additional Information

8:00 AM Welcome & Introductions
William E. Jones, MAI – SCCAI – IEMTS

SCCAI General Membership Mtg. & Election
Jacinto Munoz, MAI, SRA, AI-GRS, AI-RRS 2022 SCCAI President

Economic Update
Christine Cooper, Ph.D. – Costar Group

Retail Market Overview
Brad Umansky  – Progressive REP

Break

New Home Sales Trends
Evan Forrest – Zonda Home

Apartment Market Overview
Eric Chen – CBRE

Industrial Market Overview
Andrew Starnes – Cushman & Wakefield

11:30 AM – Lunch

California Real Estate Market Update
Bruce Norris – TNG

Break

Office Market Overview
David Mudge – Lee & Assoc

Break

Hotel/Motel Market Overview Justin Myers

Opportunity Zones

Break

High Desert, Low Desert & Temecula Valley Roundtable
Joseph Brady – The Bradco Cos
Susan Harvey – Desert Pacific
Michael Strode – Lee & Associates

5:00 PM – Roundup & Conclusion & Adjourn
Alex Liu – IEMTS

Disclaimer Information

ENROLLMENT
Enrollment is on a first-come, first served basis. If the event is filled, a waiting list will be retained. The Southern California Chapter reserves the rights to cancel, limit, or reschedule this event if the minimum enrollment level is not reached, and to change faculty assignments and facility locations at any time. Prospective students should confirm their registration before making any non-refundable airline reservations. There are NO transfers; you must cancel out of the offering.

ATTENDANCE
The Appraisal Institute enforces attendance requirements mandated by state licensing and certification regulatory agencies. The Appraisal Institute issues certificates for state certification/licensing or state continuing education credit that verify successful completion and attendance of 100%, with your grade notification letter for courses, or at the conclusion of seminars. One hundred percent (100%) attendance is required for all Appraisal Institute education programs. This follows Appraiser Qualification Board minimum criteria requirements.

ADA COMPLIANCE
It is the policy of the Appraisal Institute to provide reasonable accommodations for qualified persons with disabilities who are participating in Appraisal Institute educational programs. If you need accommodations to participate because of a disability, please notify us in writing at least two weeks in advance of the program and we will arrange for reasonable accommodation. Without two weeks’ notice, accommodation may not be available.

ATTENDANCE CERTIFICATE:
With the recent transition to the Appraisal Institute’s NetForum registration system, attendance certificates will be available for download directly through the AI’s national website. The procedure to obtain your certificate is:

Go to www.appraisalinstitute.org

Log into Your AI Account

Select Education/Events on the right sidebar

See List of All Offerings

Scroll to the specific offering which shows Registered and click

At the very bottom of the screen, click Retrieve Certificate

NOTE: Allow a minimum of ten business days for certificates to be available. The Chapter office cannot view, nor can we retrieve copies of your attendance certificate. Anyone having difficulty accessing their certificate should contact the Education Delivery Services Dept. directly at [email protected].

Program materials can be downloaded by the student.

National Disclaimer

This Educational Program was developed and organized by the Appraisal Institute Chapter offering the Program with the intent of addressing topic(s) of current local interest solely for educational and informational purposes. The Appraisal Institute national organization was not involved in developing or organizing the Program.

The content of this Program, including but not limited to any written materials and presenter comments, does not represent the viewpoint of the Appraisal Institute (defined as including but not limited to, the national organization, its Regions, Chapters, members, candidates, affiliates and staff) unless formally adopted by the national Board of Directors. Further, the Appraisal Institute has not peer-reviewed or approved the content of the Program and does not warrant the accuracy or timeliness of the content of the Program. The content of the Program is subject to court decisions and local, state and federal laws and regulations and any such revisions of such laws and regulations.

This Program is presented with the understanding that the Appraisal Institute is not engaged in rendering legal, accounting or other professional advice or services. Nothing in the Program is to be construed as the offering of such advice or services. If expert advice or services are required, attendees and readers are responsible for obtaining such advice or services from appropriate professionals.

State Credit

Please note that 100% attendance is required in order to receive any approved state credit or to be awarded AI CE points. It is imperative that you check with your state board for state approval information before completing registration.

Other Information

If you have a disability and require accommodation, please notify the sponsor at least two weeks in advance for reasonable accommodations to be arranged.

The Appraisal Institute reserves the rights to cancel, limit, or reschedule the program and to change instructor assignments and facility locations at any time.

Jun
13
Mon
Review Theory – General
Jun 13 – Jun 17 all-day