We are able to customize live lecture classes for your office, sales rally, business meeting or conferences. The classes are very interactive, adapting the presentation to the needs of your company and agents.
Give Jeanne a call at 508-952-1010 to talk about a program that meets your needs.
Available Massachusetts Real Estate CE Classes
Investment Property Basics
This course is designed for the agent with limited knowledge of investment analysis with a focus on analyzing small multi-family properties. Learn the importance of a good lease, how to determine values using capitalization rates. What types of properties are suitable for cap rate analysis?
Investment Real Estate Cash Flow Analysis
This course is for agents who want an understanding of multi-year analysis, a valuable analytical process when cap rate is not the optimal tool for determining value. Learn how to create a pro forma and calculate the Internal Rate of Return (IRR). Understand the benefits and weaknesses of multiyear analysis.
1031 Tax Deferred Exchanges
This course is designed to give agents a basic understanding of 1031 Exchanges including a general history of the provision and potential changes coming with tax reform. You will gain a basic understanding of 1031 exchange terms, different types of exchanges including forward exchanges reverse exchange and construction exchanges. Become aware of situations where there are “red flags” indicating a potential tax liability for our client indicating we should recommend that they seek competent tax consulting.
Introduction to Commercial Real Estate Basics: Principles and Concepts
Gain an understanding of Commercial Real Estate terminology, different types of CI Properties, carious types of leases, and the different perspectives of investors’ vs tenants. Discussion about the issue related to an agent working in both the residential and commercial real estate markets. How might an agent get started in the commercial arena? What organizations are there to support that venture.
Are you up to speed on Massachusetts Fair Housing Law and the penalties associated with non-compliance? Federal Laws establish minimum standards but Massachusetts has expanded upon these to add additional protected classes and allow for fewer exceptions. This is an interactive class that covers these important issues but also considers individual questions agents may have regarding situations in their market place.
Gain a deeper understanding of the role of a buyer agent. Learn what can be disclosed, what must be disclosed and those things that can’t be disclosed regardless of representation. Discussion of situations where your role could shift to dual or designated agency and possible ways to handle it. Develop scripts to comfortably present the mandatory disclosure forms in a timely and professional manner.
What is your agency relationship at the time of a listing presentation? When is the proper time to first introduce the mandatory disclosure form? Learn how to comfortably and professionally present the disclosures so the seller fully understands your role at the first meeting and after you secure the listing. How to explain the potential varying scenarios that might occur (ex. Dual agency and designated agency)
Learn why understanding the appraisal process can help agents reduce obstacles and misconceptions that could slow down a sale. What is our role? What information can we provide to the appraiser? Can we challenge an appraisal? Gain a better understanding of why there have been changes in the appraisal process. We will look at the three approaches to valuation with emphasis on the Sales comparison Approach including a look at what makes a valid comparable.
93 A Consumer Protection
This course provides a comprehensive overview of the application, procedures and potential liability under 93A, the Consumer Protection Statute. While this law has far reaching impact on all business activities, this course focuses on those elements relevant to real estate practice.
Topic covered include:
What information must affirmatively be disclosed and what can never be disclosed?
What is “unfair and deceptive”?
Understanding Megan’s Law and the agent’s obligations.
How can we reduce our liability and provide superior client and customer service?
Residential Mortgage Loan Market & Credit Today
This course is designed to take agents through the dynamics of today’s residential mortgage market with emphasis on the changes due to the Consumer Financial Protection Bureau including underwriting, TRID and credit scoring. We will also look at the various mortgage products currently available in the market place.
Residential Rental – Landlord/Tenant Issues
This course is designed for real estate agents who are engaged in the practice of residential rental brokerage. Topics covered include: is the Mandatory Agency Disclosure required with potential tenants? Whom do you represent? What about lead paint? Understanding Chapter 93A and Fair Housing Laws as they relate to rentals.