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January 25, 2022
High quality investment real estate is a viable asset for many large fiduciary portfolios aiming to achieve long term growth, income, diversity, and stability.
The CCIM curriculum is a powerful tool for assisting fiduciary managers in making critical real estate investment decisions.
“Knowledge is Power and your most valuable asset”
You as a CCIM/Designee can be the pivotal link in providing this knowledge.
This fast-paced course is an exciting introduction to:
- What makes a fiduciary account unique from other client types.
- The key obligations of fiduciaries and those that work on their behalf.
- Types of fiduciary accounts that would benefit from high quality real estate investments.
- What CCIM curriculum tools will be most important to fiduciary clients and how to present to them.
- The risks and rewards of working on behalf of fiduciary accounts/clients.
- How to distinguish yourself and tailor a professional style as a trusted real estate professional for fiduciaries.
Course subjects will include:- Introduce attendees to the world of fiduciaries as major holders of investment real estate and potential clientele base.
- Define Fiduciary relationship and various levels of fiduciary relationships.
- Define and describe what/who are Fiduciaries.
- Summary of the laws that govern fiduciaries.
- Describe potential fiduciary clients. This course will focus on fiduciaries with investment powers.
- Bank Trust Departments
- Private Trustees
- UHNW Family Offices
- Attorneys and Accountants dealing with trusts
- Philanthropic (501(c)) Charities.
- Financial Advisors to Fiduciaries
- Identify Core principles of fiduciary management.
- The “Fiduciary Rule” and standard of care
- Risks of Being a Fiduciary
- Introduction to current Fiduciary Guidelines
- What “added value” you as a CCIM bring to Fiduciary clients
- Best practices in dealing with Fiduciaries and their agents
Location, Date, and Time:
The Greater Los Angeles Association of REALTORS® (GLAR)
6330 San Vicente Boulevard, Suite 100 Los Angeles,
California 90048Tuition:
Registration Rate: $350
January 25, 2022 / Tuesday
Registration: 8:30 am
Class starts promptly at 9:00:00 AM until 12:00 PM
This is an in-person class followed by lunch and networking.**All COVID protocols to be adhered to. Masks required. **
Instructor:
Carmela Ma, CCIM
CJM Associates, Inc. | President/CEO
Peter G. Lawson, CCIM
For questions regarding registration:
Contact: Carmela Ma, CCIM
E-Mail: [email protected]
Telephone: 1-310-838-8333Contact: Peter G. Lawson, CCIM
E-Mail: [email protected]
Telephone: (213) 304-8870
Tuesday, January 25, 2022 at 09:00 AMGreater Los Angeles Association 6330 San Vicente Boulevard, Los Angeles, CA 90048 Suite 100 -
January 26, 2022
Join the Greater Los Angeles
Chapter of CCIM Power Broker Forum
Broker Networking and Listing PresentationBeing a commercial real estate broker requires a great deal of expertise, market knowledge, and a vast network in order to be successful. The Greater Los Angeles CCIM Chapter invites you to our Monthly online Broker Forum. Present your listings, Network, and learn from our local power brokers.
Date: January 26, 2022
Registration: FREE
Location: Zoom MeetingModerators:
David Chen, CCIM
Managing Principal - Sperry Commercial
Francisco Williams, CCIM
Managing Partner, Williams Capital Advisors
This event is open to all CCIM Designee Members and Chapter members.
We are still accepting listings until MONDAY!
Please send DJ, Chapter admin, an email by Monday, January 26, 2022, at [email protected] or call 562-276-1845 if you would like to present your listings.
Wednesday, January 26, 2022 at 09:00 AMrsvpZoom Webinar -
January 31 - February 11, 2022
CI 101 is a bedrock class for real estate practitioners at a time when risk mitigation, pricing, and cycle assurance have become critical to investors. CI 101 introduces the CCIM Cash Flow Model, a tool for ensuring your investment decisions are based on wise finance fundamentals. During the course, you will learn how to use key financial concepts such as Internal Rate of Return (IRR), Net Present Value (NPV), Cap Rate, Capital Accumulation, and the Annual Growth Rate of Capital to compare different types of commercial real estate investments.
This course will teach you how to:
- make informed investment decisions using the CCIM Cash Flow Model;
- measure the impact of federal taxation and financial leverage on the cash flow from the acquisition, ownership, and disposition phases of real estate investment; and use real estate analysis tools to quantify investment return.
To obtain CE credit, during course registration you must:
- Purchase CE credit for each course that needs CE credit or you will not be able to access the CE certificate through your CCIM My Account.
Before the course starts:
- Complete your CCIM profile with your CE license/s information under the Professional Licenses tab in My Account. Enter the license type, number, state, and expiration date.
If your real estate commission requires it, you must pass the course with the qualifying score.
Tech Requirements
This course requires the use of a laptop or desktop computer with full Excel capabilities. Mobile devices, like iPads, tablets, and cellphones, will not run CCIM Institute's macro-enabled spreadsheets.
PC: Microsoft Office 2000 or higher is necessary to run the CCIM Institute macro-enabled spreadsheets.
Mac: Mac versions of Microsoft Office 2004, 2011, 2016, or 365 are required to run the CCIM Institute macro-enabled spreadsheets.
Browser: CCIM Institute courses are optimized for use with the Google Chrome web browser.
Instructor:
Jim Rosen, CCIM
Pace Properties | Vice President - Brokerage
To register, you will first need to log in or create an account. If you don’t have a CCIM Institute account, select “Create Account” on the main menu before proceeding with your registration.
Combine the personal attention of an instructor with the flexibility of online learning. Courses have one or more virtual sessions per week and defined start and end dates. All materials are provided online. Review the Schedule for specific session times.
Monday, January 31, 2022 at 12:30 PMVirtual -
February 8 - March 10, 2022
Incorporating the CCIM Decision-Making Model and the CCIM Communications/Negotiations Model, CI 103 explores new concepts regarding user discount rate selection, such as using multiple rates for some occupancy decisions based on perception of risk related to the various occupancy cash flows.
After completing this course, you will be able to:
- apply key occupancy decision-making skills such as comparative lease analysis, lease vs. purchase analysis, lease buyout analysis, and sale-leaseback analysis to optimize user space decisions;
- determine how the financial reporting requirements for real estate influence user decisions; and
- integrate negotiation skills with financial analysis skills to maximize user outcomes.
Prerequisites:
- CI 101 - Financial Analysis for Commercial Investment Real Estate
- Completion of one of the following interest-based negotiations courses:
- Preparing to Negotiate (self-paced online)
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Commercial Real Estate Negotiations (1-day workshop)
CI 103: User Decision Analysis for Commercial Investment Real Estate
Linking a company's enterprise-level goals with their real estate strategy is key to offering the right space solution. Whether an investor, operator, or a broker, it's important to approach real estate problems from the perspective of the user/occupant. In CI 103, you'll learn such advanced skills as how to perform a comparative lease analysis between competing assets, analyze a sale-leaseback to help a client generate capital from their owned real estate, and advise a client on a lease vs. purchase decision to facilitate an expansion.
To obtain CE credit, during course registration you must:
- Purchase CE credit for each course that needs CE credit or you will not be able to access the CE certificate through your CCIM My Account.
Before the course starts:
- Complete your CCIM profile with your CE license/s information under the Professional Licenses tab in My Account. Enter the license type, number, state, and expiration date.
If your real estate commission requires it, you must pass the course with the qualifying score.
Tech Requirements
This course requires the use of a laptop or desktop computer with full Excel capabilities. Mobile devices, like iPads, tablets, and cellphones, will not run CCIM Institute's macro-enabled spreadsheets.
PC: Microsoft Office 2000 or higher is necessary to run the CCIM Institute macro-enabled spreadsheets.
Mac: Mac versions of Microsoft Office 2004, 2011, 2016, or 365 are required to run the CCIM Institute macro-enabled spreadsheets.
Browser: CCIM Institute courses are optimized for use with the Google Chrome web browser.
Instructor:
Stephanie Coleman, CCIM
JLL | Vice President
Walt Clements, CCIM
Clements Realty Advisors | President of Acquisitions
To register, you will first need to log in or create an account. If you don’t have a CCIM Institute account, select “Create Account” on the main menu before proceeding with your registration.
Combine the personal attention of an instructor with the flexibility of online learning. Courses have one or more virtual sessions per week and defined start and end dates. All materials are provided online. Review the Schedule for specific session times.
Tuesday, February 08, 2022 at 05:00 PMVirtual -
February 10 - 11, 2022
This two-day classroom course provides agents, brokers, students, and allied professionals with an understanding of the skills, resources, and business practices that pave the way for success in commercial real estate. Through real-world case studies you will learn how to analyze leases and investment value, and develop a plan to kick-start your career.
After taking this course, you will be able to:
- Access and use demographic information as a decision-making tool
- Differentiate between the needs of the owners and tenants
- Develop a personal marketing plan
- Develop a property marketing plan
- Utilize basic financial analysis tools
- Solve investment problems using a financial calculator
- Perform basic mortgage calculations using compounding and discounting techniques
- Project income and expenses for a real estate property
- Calculate the yield on a potential investment
You will also receive the CCIM Financial Calculator, designed to effectively and efficiently provide investment scenarios for you and your clients.
**Please bring a laptop computer with Excel installedLocation, Dates, and Times:
The Greater Los Angeles Association of REALTORS® (GLAR)
6330 San Vicente Boulevard, Suite 100
Los Angeles, California 90048
T 310.967.8800
Parking is $22.50 per dayTuition
Members Rate: $395
Non-Members Rate: $395
Date: February 10 - 11, 2022; Thursday and Friday
Time: 8:30 am registration
Class 9:00 am to 5:30 pm
Instructor:
Carmela Ma, CCIM
CJM Associates, Inc. | President/CEO
To register, you will first need to log in or create an account. If you don’t have a CCIM Institute account, select “Create Account” on the main menu before proceeding with your registration.
Combine the personal attention of an instructor with the flexibility of online learning. Courses have one or more virtual sessions per week and defined start and end dates. All materials are provided online. Review the Schedule for specific session times.
Thursday, February 10, 2022 at 08:30 AMGreater Los Angeles Association of Realtors 6330 San Vicente Boulevard, Los Angeles, CA 90048 -
February 14 - 18 (off 16th), 2022
CI 101 is a bedrock class for real estate practitioners at a time when risk mitigation, pricing, and cycle assurance have become critical to investors. CI 101 introduces the CCIM Cash Flow Model, a tool for ensuring your investment decisions are based on wise finance fundamentals. During the course, you will learn how to use key financial concepts such as Internal Rate of Return (IRR), Net Present Value (NPV), Cap Rate, Capital Accumulation, and the Annual Growth Rate of Capital to compare different types of commercial real estate investments.
This course will teach you how to:
- make informed investment decisions using the CCIM Cash Flow Model;
- measure the impact of federal taxation and financial leverage on the cash flow from the acquisition, ownership, and disposition phases of real estate investment; and
- use real estate analysis tools to quantify investment return.
Tech Requirements
This course requires the use of a laptop or desktop computer with full Excel capabilities. Mobile devices, like iPads, tablets, and cellphones, will not run CCIM Institute's macro-enabled spreadsheets.
PC: Microsoft Office 2000 or higher is necessary to run the CCIM Institute macro-enabled spreadsheets.
Mac: Mac versions of Microsoft Office 2004, 2011, 2016, or 365 are required to run the CCIM Institute macro-enabled spreadsheets.
Browser: CCIM Institute courses are optimized for use with the Google Chrome web browser.Location, Dates, and Times:
The Greater Los Angeles Association of REALTORS® (GLAR)
6330 San Vicente Boulevard, Suite 100
Los Angeles, California 90048
Parking is $22.50 per dayTuition
Members Rate: $1,200.00
Realtor® Rate: $1,460.00
Non-Members Rate: $1,735.00February 14 - 18 (off 16th), 2022
Registration: 8:00 - 8:30 AM DAY 1
Time: 8:30 AM - 5:30 PMInstructor:
Carmela Ma, CCIM
CJM Associates, Inc. | President/CEO
To register, you will first need to log in or create an account. If you don’t have a CCIM Institute account, select “Create Account” on the main menu before proceeding with your registration.
Combine the personal attention of an instructor with the flexibility of online learning. Courses have one or more virtual sessions per week and defined start and end dates. All materials are provided online. Review the Schedule for specific session times.
Monday, February 14, 2022 at 08:30 AMGreater Los Angeles Association 6330 San Vicente Boulevard, Los Angeles, CA 90048 Suite 100 -
February 14 - 18, 2022
CI 104 encompasses the entire life cycle of an investment, from refinancing to capital improvements to disposition. Within each case study, you will encounter a key investor decision: Should a non-taxable investor acquire an investment with or without debt financing? What if the investor is taxable? During the holding period of an investment, should an investor make a discretionary capital expenditure or not? How does an investor evaluate disposition alternatives?
CI 104 uses advanced analyses to build on the core CCIM concepts. Sensitivity analysis allows you to pinpoint exactly how slight changes in market fundamentals affect investment goals. Risk analysis uses past performance to anticipate how an investment is exposed to external and internal threats. Learn how to mitigate those threats through smart planning and negotiations.
After completing this course, you will be able to:
- apply key investor decision-making analyses to optimize investment returns;
- more effectively forecast investment performance by quantifying real estate risk; and
- leverage CCIM analytical tools to improve decision-making.
Prerequisites:
- CI 101: Financial Analysis for Commercial Investment Real Estate
- Completion of one of the following interest-based negotiations courses:
To obtain CE credit, during course registration you must:
- Purchase CE credit for each course that needs CE credit or you will not be able to access the CE certificate through your CCIM My Account.
Before the course starts:
- Complete your CCIM profile with your CE license/s information under the Professional Licenses tab in My Account. Enter the license type, number, state, and expiration date.
If your real estate commission requires it, you must pass the course with the qualifying score.
Tech Requirements
This course requires the use of a laptop or desktop computer with full Excel capabilities. Mobile devices, like iPads, tablets, and cellphones, will not run CCIM Institute's macro-enabled spreadsheets.
PC: Microsoft Office 2000 or higher is necessary to run the CCIM Institute macro-enabled spreadsheets.
Mac: Mac versions of Microsoft Office 2004, 2011, 2016, or 365 are required to run the CCIM Institute macro-enabled spreadsheets.
Browser: CCIM Institute courses are optimized for use with the Google Chrome web browser.Instructor:
Joseph Fisher, CCIM
Fisher Investment Real Estate | President
To register, you will first need to log in or create an account. If you don’t have a CCIM Institute account, select “Create Account” on the main menu before proceeding with your registration.
Combine the personal attention of an instructor with the flexibility of online learning. Courses have one or more virtual sessions per week and defined start and end dates. All materials are provided online. Review the Schedule for specific session times.
Monday, February 14, 2022 at 01:00 PMVirtual -
February 28 - March 11, 2022
CI 101 is a bedrock class for real estate practitioners at a time when risk mitigation, pricing, and cycle assurance have become critical to investors. CI 101 introduces the CCIM Cash Flow Model, a tool for ensuring your investment decisions are based on wise finance fundamentals. During the course, you will learn how to use key financial concepts such as Internal Rate of Return (IRR), Net Present Value (NPV), Cap Rate, Capital Accumulation, and the Annual Growth Rate of Capital to compare different types of commercial real estate investments.
This course will teach you how to:
- make informed investment decisions using the CCIM Cash Flow Model;
- measure the impact of federal taxation and financial leverage on the cash flow from the acquisition, ownership, and disposition phases of real estate investment; and use real estate analysis tools to quantify investment return.
To obtain CE credit, during course registration you must:
- Purchase CE credit for each course that needs CE credit or you will not be able to access the CE certificate through your CCIM My Account.
Before the course starts:
- Complete your CCIM profile with your CE license/s information under the Professional Licenses tab in My Account. Enter the license type, number, state, and expiration date.
If your real estate commission requires it, you must pass the course with the qualifying score.
Tech Requirements
This course requires the use of a laptop or desktop computer with full Excel capabilities. Mobile devices, like iPads, tablets, and cellphones, will not run CCIM Institute's macro-enabled spreadsheets.
PC: Microsoft Office 2000 or higher is necessary to run the CCIM Institute macro-enabled spreadsheets.
Mac: Mac versions of Microsoft Office 2004, 2011, 2016, or 365 are required to run the CCIM Institute macro-enabled spreadsheets.
Browser: CCIM Institute courses are optimized for use with the Google Chrome web browser.
Instructor:
Alec Pacella, CCIM
NAI | President
To register, you will first need to log in or create an account. If you don’t have a CCIM Institute account, select “Create Account” on the main menu before proceeding with your registration.
Combine the personal attention of an instructor with the flexibility of online learning. Courses have one or more virtual sessions per week and defined start and end dates. All materials are provided online. Review the Schedule for specific session times.
Monday, February 28, 2022 at 01:00 PMVirtual -
March 2, 2022
Learn and apply the CCIM Interest-based Negotiations Model to your most challenging transactions. Learn new, proven strategies to client acceptance that will get you out of the "high/low game" and other tactics that can derail a successful transaction.
Interest-based negotiation is a three-step process that brings discipline to your negotiation strategies. It involves identifying:
- What parties are involved in the negotiation, and what are they seeking?
- What can we do to get the other parties what they need, so that we can get what we want?
- What happens if there is no agreement?
Course Objectives
Through an interactive case study format and role play, you will learn to:
- Satisfy the interests of parties involved in the negotiation (without sacrificing yours)
- Develop strategies for identifying and addressing challenges in a principled, transparent manner
- Maintain a collaborative approach to negotiations
- Effectively communicate the consequences of not reaching an agreement
Tech Requirements
This course requires the use of a laptop or desktop computer with full Excel capabilities. Mobile devices, like iPads, tablets, and cellphones, will not run CCIM Institute's macro-enabled spreadsheets.
PC: Microsoft Office 2000 or higher is necessary to run the CCIM Institute macro-enabled spreadsheets.
Mac: Mac versions of Microsoft Office 2004, 2011, 2016, or 365 are required to run the CCIM Institute macro-enabled spreadsheets.
Browser: CCIM Institute courses are optimized for use with the Google Chrome web browser.Instructor:
Robin Dyche, CCIM
RIO Real Estate Investment Opportunities LLC | Managing Member
Alec Pacella, CCIM
NAI Pleasant Valley | President
To register, you will first need to log in or create an account. If you don’t have a CCIM Institute account, select “Create Account” on the main menu before proceeding with your registration.
Combine the personal attention of an instructor with the flexibility of online learning. Courses have one or more virtual sessions per week and defined start and end dates. All materials are provided online. Review the Schedule for specific session times.
To obtain CE credit, during course registration you must:
- Purchase CE credit for each course that needs CE credit or you will not be able to access the CE certificate through your CCIM My Account.
Before the course starts:
- Complete your CCIM profile with your CE license/s information under the Professional Licenses tab in My Account. Enter the license type, number, state, and expiration date.
If your real estate commission requires it, you must pass the course with the qualifying score.
Wednesday, March 02, 2022 at 07:00 PM through March 03, 2022Virtual -
March 3, 2022
Residential Real Estate Financial Analysis is designed for residential agents who want to expand their business to include selling single-family homes, condos, duplexes, four-plexes, or small commercial properties to investors. This course is for residential agents interested in the commercial arena, new commercial agents looking to enhance their basic financial analysis skills, and private investors who want to learn basic financial analysis skills to apply to their investment portfolio.
Using custom Excel spreadsheets, students learn the time value of money (TVM) and the measures of investment performance regularly used to analyze investment properties. Residential Real Estate Financial Analysis serves as your introduction to the CCIM Cash Flow Model and its applications to make decisions based on wise investment fundamentals.
The course explains the impact of leverage on investment and concludes with a case study involving a couple looking to purchase a single-family home as a rental property. Students use the case study to calculate the investment property's projected revenues and expenses and provide clients with a detailed financial pro forma to make an informed decision on whether to move forward with the purchase.
Upon completion of this course you will be able to:
- Explain the impact of loan to value (LTV) on equity yield
- Calculate investment performance using gross rent multiplier; capitalization rate; before tax cash-on-cash; internal rate of return (IRR); and net present value (NPV)
Participants receive custom Excel spreadsheets that can be used for future analyses.
Location, Dates, and Times:
The Greater Los Angeles Association of REALTORS® (GLAR)
6330 San Vicente Boulevard, Suite 100
Los Angeles, California 90048
T 310.967.8800
Parking is $22.50 per dayTuition
Members Rate: $299
Non-Members Rate: $330.00Date: March 3, 2022; Friday
Time: 8:00 am registration
Class 8:30 am to 5:30 pmInstructor:
Carmela Ma, CCIM
CJM Associates, Inc. | President/CEO
To register, you will first need to log in or create an account. If you don’t have a CCIM Institute account, select “Create Account” on the main menu before proceeding with your registration.
Combine the personal attention of an instructor with the flexibility of online learning. Courses have one or more virtual sessions per week and defined start and end dates. All materials are provided online. Review the Schedule for specific session times.
Thursday, March 03, 2022 at 08:30 AMGreater Los Angeles Association 6330 San Vicente Boulevard, Los Angeles, CA 90048 Suite 100