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Notes
Cancellation Policy
There is a $35.00 cancellation fee
Additional Information
The Southern California Chapter of the Appraisal Institute invites its members and their guests to the 93rd Installation.
Come and enjoy a special evening with friends and colleagues while we honor our
2025 Chapter Officers and Directors.
Saturday, January 4, 2025
Tamayo Restaurant and Art Gallery
5300 East Olympic Blvd
Los Angeles, CA 90022
Reception 5:00pm
Dinner 6:00pm
Followed by Installation Program
The program will include the installation
of the Chapter’s 2025 Officers:
President Ernesto Lopez, MAI, AI-GRS
Vice President Ryan T. Hargrove, MAI, SRA, AI-GRS
Treasurer William Jones, MAI, AI-GRS
Secretary Jeffrey Hogan, SRA, AI-RRS
2025 Branch Directors
2025 Region VII Representatives
Casino Night to follow the Program
Seating is limited.
Reservation deadline is December 27, 2024
$85.00 per person
Includes Valet Parking – No Host Bar
Disclaimer Information
HOSTED VALET PARKING
THERE IS NO CE FOR THIS EVENT – THIS IS A SOCIAL EVENT
8:00 AM – 8:15 AM – Opening Remarks
SCCAI General Member Meeting
Ernesto Lopez, MAI – 2025 SCCAI President
Economics – Global to Local
Ed Coulson – Director, Center for Real Estate at UCI
Break
Capital Markets
Break
Office Market
Break
Multifamily Market
Michael Tidwell, SRA – Cushman & Wakefield
Break
Hotel Market
Justin Myers – Atlas Hospitality
Break
Retail Market
Patrick Toomey – IPA
Industrial Market
Justin Smith – Lee & Associate
Break
Southern California Housing
5:00 pm Closing Remarks
Orell Anderson, MAI
Event Information
8:00 AM – 8:15 AM – Opening Remarks
SCCAI Member Meeting
Ernesto Lopez, MAI – 2025 SCCAI President
Economics – Global to Local
Break
Capital Markets
Break
Office Market
Break
Multifamily Market
12:00 PM – 1:00 PM – LUNCH
The California Hotel Market
Break
Retail Market
Break
Industrial Market
Break
Southern California Housing
5:00 PM – Closing Remarks
Orell Anderson, MAI – Event Chair
Course Description
Course Objectives
- Ensure that participants understand the principles and requirements of USPAP.
- Ensure participants understand USPAP in the context of current and common issues.
- Ensure participants know how to use the USPAP publication to solve day-to-day appraisal practice problems.
Course Details
Program Overview:
Table of Contents and Overview
Course Schedule
Assignments:
No
Equipment:
A laptop computer or tablet device is required for participants who choose an electronic copy of USPAP.
Additional Information:
Course Materials Include:
- Course Handbook (74 pages)
- Reference Manual (360 pages)
Requirements:
Additional Information
THERE IS NO CE FOR THIS EVENT. THIS IS A SOCIAL EVENT
ZOOM LOG IN INFORMATION WILL BE EMAILED AT 10 AM ON 03/07/2025
Program Description:
The SCCAI WIN Committee is happy to announce that the 2025 President of the Appraisal Institute, Paula Konikoff, JD, MAI, AI-GRS, will our special guest. This is an opportunity to hear direct about her leadership efforts for the year ahead. This program is open to all, and you are warmly invited to join us.
Date: March 7, 2025
Time: 12 noon
Venue/Location: Zoom
WIN COMMITTEE:
Ariana Arredondo ([email protected]),
Jennifer Hsu ([email protected])
Linda Whittlesey ([email protected])
Additional Information
THERE IS NO CE FOR THIS EVENT; THIS IS A SOCIAL EVENT
Program Description:
The SCCAI WIN Committee is very pleased to have the California BREA Chief Angela Jemmott joining as our special guest. This will be an opportunity to converse directly with our state Bureau’s Chief on bureau operations (including licensing, enforcement, education approvals, etc.), appraisal demographics within our state, and policy topics. This program is open to all, and you are warmly invited to join us.
Date: April 4, 2025
Time: 12 noon
Venue/Location: Zoom
Price per attendee: $0
ZOOM Log In: https://us02web.zoom.us/j/82282871801?pwd=DVa7UK9pldYaMYAbKSJhW2gZHKM5MA.1
WIN COMMITTEE:
Ariana Arredondo ([email protected]),
Jennifer Hsu ([email protected])
Linda Whittlesey ([email protected])
Mandatory Requirement for Initial State Licensing / Certification (QE) and Renewal (CE)
Includes the required open-book exam
Instructor: Jacinto A. Munoz, MAI, SRA, AI-GRS, AI-RRS
Appraisers recognize that they have regulatory obligations but understanding which ones apply when doing federally related and real estate related lender work is challenging. A review of sanctions and disciplinary actions taken against appraisers by the Bureau of Real Estate Appraisers makes it clear that many details and nuances of the appraiser laws and regulations are being misunderstood. Common, unintentional errors impact both the reputations of individual appraisers as well as confidence in the competency and ethics of the appraisal profession. This seminar is designed to help you recognize and understand the laws and regulations most important to appraisers practicing in California.
– Learn about the revised & reduced AQB RP Appraiser Qualification Criteria effective May 2018
– Understand the context of and recent amendments to the California “Laws” & “Regs”
– Find out about your new “mini-resume” on the BREA website
– Understand BREA’s new & revised definitions that affect your daily appraisal practice
– Become familiar with the new Federal & California Appraisal Management Company (AMC) Laws & Regs
– Look out for these BREA laws that result in immediate license suspension
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.
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.
Combining the analytical processes of market analysis, highest and best use, and income valuation, this course is intended for those who have taken and passed the General Appraiser Market Analysis and Highest & Best Use course and have a thorough understanding of the mathematical and financial principles necessary to perform appraisals of income-producing properties. Building on the Level B marketability analyses that were applied in General Appraiser Market Analysis and Highest & Best Use, you will perform Level C marketability analysis using fundamental analysis and study several real estate markets in a fictional city. You’ll explore the economic base of the fictional city, which serves as the subject and example of both physical and economic forces that affect all communities and consequently all real estate. You’ll also work through four case studies (apartment and condominium conversion, retail, industrial, and land with potential for mixed-use development) that demonstrate both the power of fundamental market analysis and its application to highest and best use decisions.
Course Description
8:00 am – Welcome & Introductions
SCCAI General Membership Mtg. & Election
Ernesto Lopez, MAI, AI-GRS – 2025 SCCAI President
William E. Jones, MAI, AI-GRS – IEMTS Chair
Economic Update
Christine Cooper, Ph.D. – Costar Group
Retail Market Overview
Title of Presentation
What’s So Special About Special-Use Properties?
Insight on CA Evidence Code Section 824
Description of Presentation
The evidence an appraiser can rely on for litigation matters can be complex, particularly when the property being appraised involves a special use. In this presentation, Andrew and Eric will discuss Evidence Code 824, its background, the criteria involving what constitutes a special use property, and a case study involving the condemnation of a cross in the Bay area.