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General Appraiser Report Writing and Case Studies

FULL   Date: October 17 - 20, 2018   Location: Houston, TX
 
  Course  
Category  General [Gen]  
Attendance Hours  28.0  
Exam Hours  2.0  
Current Price  $ 575.00 AI Price  
$ 600.00 Full Price  
 
  Instructor  
Dana R. Thornberry, MAI, SRA  
    
 
  Location  
Name  O'Connor & Associates  
Address  2200 North Loop West, Ste. 230  
City  Houston  
State  TX  
Zip  77018  
 
Click Here to check state approvals
    
 
  Sponsor / Contact  
Chapter  Houston
Website  www.aihouston.com  
Contact Name  Lori Wilkins  
Email  lori@amchouston.com  
Phone  (713) 668-1757  
Fax  (713) 839-1453  
 
  Description  

General Appraiser Report Writing & Case Studies provides instruction in effectively communicating a sound analysis of selected parts of a valuation. The course addresses USPAP requirements and the three types of writing most often used in appraisal reports: descriptive, numerical, and analytical. Lectures on writing principles, discussions of various sections of the appraisal report, and in-class writing exercises and presentations provide guidance and practice in effective communication of a valuation analysis.

Specific assignments include writing a thesis statement, summarizing data, creating effective tables, writing a conclusion, communicating highest and best use, communicating an analysis, writing a letter of transmittal, and writing a reconciliation and opinion of value. During this four-day course, participants will use data provided in case studies as the basis for writing assignments that will help them recognize and produce effective reports. A two-hour multiple-choice examination that focuses on components of good writing concludes the course.

Note. This course can also be used for MAI education requirements. Click here for details.

Downloads
Table of Contents and Overview (PDF)
Schedule (PDF)
 
  Audience  
• Those seeking General Appraiser certification

• Appraisers who want to improve their writing skills
 
  Equipment  
• Laptop
• A financial calculator is required. The accepted model used in the course is the HP-12C. Note: Cellular phones, tablets, iPads, and other devices that connect to the Internet are NOT permitted during the exam.
• HP-12C calculator user's manual
• You must be familiar with calculator operation when the course begins. Answers to problems in course material are shown using the HP-12C. Do not come to class expecting to be taught how to use a financial calculator.
• Free Review: Using a Financial Calculator; Formulas, Symbols, Math Review, and Sample Problems and Financial Calculator Practice Exercises
• For additional help with the HP-12C calculator, take our online seminar, Using Your HP-12C Financial Calculator
 
  Prerequisites  
Basic Appraisal Principles
Basic Appraisal Procedures
National Uniform Standards of Professional Appraisal Practice (USPAP) Course, 15-Hour
General Market Analysis and Highest & Best Use
General Appraiser Site Valuation and Cost Approach
General Appraiser Sales Comparison Approach
General Appraiser Income Approach/Part 1
General Appraiser Income Approach/Part 2

Students must sign a waiver at the beginning of the course stating that they have the prerequisites. If they do not, they will not hold the Appraisal Institute responsible and will not expect to receive special attention during the course.
 
  For Further Reading  
  The Appraisal of Real Estate, 14th ed.  
  The Appraisal Writing Handbook  
 
  Disclaimer  
Cancellation Policy
  • Up To 15 days prior to program start date, refund in full.
  • 7 - 14 days prior to program start date, $50.00 cancellation fee.
  • Less than 7 days prior to program start date, forfeit of payment.
  Transfer Policy
  • Up To 15 days prior to program start date, no transfer fee.
  • 7 - 14 days prior to program start date, $25.00 transfer fee.
  • Less than 7 days prior to program start date, no transfer allowed.
   


Program materials can be downloaded by the student.
 
  Additional Information  
The course site is located at:
O'Connor & Associates
2200 North Loop West
Houston, Texas 77018
346-571-7074


Registration starts at 8:00 a.m. and class starts at 8:30 a.m.
Class will run from 8:30 a.m. - 5:00 p.m.
Exam: Saturday, October 20th reports are due

Parking: Park on the surface parking lot.

Class: Check In - Suite 230

Breaks: Coffee, water and snacks will be served throughout the day. Lunch is provided on site.

Bring your own laptops and e- readers to view downloaded materials.

Hotels:

Courtyard Marriott
North Loop West

Hampton Inn
12909 Northwest Freeway
Houston, TX 77040
713-939-7100

Creastwood Suites
12925 Northwest Freeway
Houston, TX 77040
713-895-8888

Crowne Plaza
12801 Northwest Freeway
Houston, TX 77040
713-462-9977

Red Roof Inn (not a recommended hotel to use)

 

 
















 
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