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  • CI-101: Financial Analysis for Commercial Investment Real Estate

CI-101: Financial Analysis for Commercial Investment Real Estate

  • 09 Feb 2015
  • 8:00 AM
  • 12 Feb 2015
  • 5:00 PM
  • Summit Event Center | 411 Sable Blvd. | Aurora, CO 80011

CI 101 serves as your introduction to the CCIM Cash Flow Model. Learn to apply the CCIM Cash Flow Model to make your investment decisions based on wise investment fundamentals. Some of the concepts you will explore include IRR, NPV, Cap Rate, Capital Accumulation, and the Annual Growth Rate of Capital.

This class will also introduce you to two other important tools - the CCIM Strategic Analysis Model, the fundamentals behind the numbers, and the CCIM Decision-Making Model, a process for analyzing and making real estate decisions.

After completing this course, you will be able to:

  • Make better investment decisions by using the CCIM Cash Flow Model as a framework for real estate analysis.
  • Apply state-of-the-art real estate analysis tools to quantify investment return.
  • Measure the impact of federal taxation and financial leverage on the cash flow from acquisition, ownership and disposition phases of real estate investment.

Prerequisite: None

Flyer:  Download

CCIM Certified Instructor Carmela Ma, CCIM, CIPS
Beverly Hills, CA

Ms. Carmela Ma, CCIM, CIPS, CRE, FRICS was awarded 2009 Women at the Top by Commercial Real Estate Women CREW, 2008 as one of the World Top 10 Broker by Real Estate Global Summit and 2007 one of the Most Influential Women in Commercial Real Estate by Real Estate Southern California Magazine. On education, she was awarded the CCIM Instructor of the Year 2003, a once in a lifetime award by the CCIM Institute, a most prestigious international commercial real estate organization. In addition, The CCIM People™s Choice Award 2003, and 2006; Senior Instructor of the Year for Financial Analysis in Commercial Real Estate CI-101 2001; and the International Instructor of the Year 1998, another once in a lifetime award CIPS, conferred by NAR®. A scholarship endowment was awarded in her name for the CCIM Greater Los Angeles Chapter in perpetuity. Ms. Ma is President of CJM Associates, Inc., a California based company specializing in Real Estate Investment Brokerage, Advisory and Global Transactions. She has been involved in international real estate since the 1970s. She is an American Citizen with years of management experience in the USA and offshore. Her projects have taken her on business trips worldwide (over 30 countries) and produced and hosted her own weekly radio program on city planning, development and design. She was a publisher and an international speaker in numerous cities in USA, Europe, the Americas, and Asia. Her transactions include industrial developments in Africa and Asia, estates from Italy to Beverly Hills and investment properties in Hong Kong and California. She has counseled clients on acquisition, disposition, strategic planning, broker selection, risk reduction, portfolio analysis and value enhancement. In addition, she has marketed properties ranging from high-rise office buildings, multi-family, land, industrial, shopping centers, hotels and R & D properties. Ms. Ma is a licensed real estate broker and consultant. Her clients include major Financial Institutions and Trusts. She studied Business Finance at the University of Southern California, and Architecture at the University of Hong Kong. She is an international speaker with speaking assignments covering Asia, Europe and the Americas. She was invited to become a member of the CRE and is a Fellow Member of the RICS. Ms. Ma is a senior instructor of the Commercial Investment Real Estate Institute, the institute that confers the member designation (CCIM), a designation known as the Ph.D. of Commercial Real Estate. She is also an international instructor for the NAR international division, which confers the CIPS designation. Ms. Ma served as the faculty chair/dean of the NAR International Section, president and founding member of the CCIM Chapter of Greater Los Angeles, and Chair of the CCIM International Coordinating Committee. She also served as the Education Steering Committee Chair, 2005 Chair of the International Operations Committee, Board of Director for the CCIM Institute and President™s Liaison International of the NAR, the largest trade organization in the world with 1,300,000 members. She also served as the co-chair of the AREAA International Conference 2007.

Professional Background:
Carmela has extensive international business experience that began in the early 1970's. Her projects and meetings have taken her throughout Europe, Asia, the Middle East, Africa, Pacific Rim countries, Canada, and the US.

 

Instructional Background:
Carmela is a well-respected CCIM instructor as well as a senior instructor and past dean for the National Association of Realtors® Certified International Property Specialist (CIPS) program. She teaches and speaks on real estate both domestically and internationally. In 2003, Carmela received CCIM's Robert L. Ward Instructor of the Year award and the People's Choice award (highest student ratings). She received the CI 101 Senior Instructor of the Year award in 2001, and the CIPS International Instructor of the Year

COURSE REGISTRATION:
All CCIM Core Course Education is managed through the CCIM Institute. 

LOCATION:
Summit Event Center
411 Sable Blvd.
Aurora, CO 80011

I-70 to Chambers, South to 6th, West to Sable, South to shopping center on left. (South of the previous Hobby Lobby Space.)

Free ample parking.

A NOTE ABOUT TRAFFIC:
If you are traveling in from Northern Colorado (North of 120th and I-25), the traffic in the morning can be exhausting and unpredictable.  My suggestion would be to take E-470 from I-25 (just South of Highway 7) to Pena Blvd.  Take Pena South to 40th, West to Chambers, South to 6th, West to Sable, South to shopping center on left. (South of the previous Hobby Lobby Space.)

AIRPORT
DIA is only 20 minutes away if you are catching a flight after the course on Thursday.  If your flight out on Thursday is after 7 PM you should be able to make it with no issues.

HOTEL SUGGESTIONS FOR OUT OF TOWN STUDENTS:

COUNTRY INN AND SUITES (PREFERRED HOTEL)
4343 Airport Way  |  Denver, CO 80239
-Complimentary Shuttle to and from airport
-Complimentary Shuttle to and from Class
-Free Hot Breakfast
303-375-1105
$84 per night (negotiated rate)
Click here to reserve your room

Other hotels to consider:

Hyatt Place
Hampton Inn
Denver Airport Marriott

ONSITE DAILY AMENITIES:
Coffee/Juice/Soda
Bagels/Muffins/Yogurt

SPECIAL AMENITIES:
Lunch will be provided every day. 

CO/WY Chapter Sponsored Happy Hour on Tuesday Night  – Relax with a couple of drinks and some appetizers before things get too intense!

AGENDA:
8:00 AM – 8:30 AM          Registration
8:30 AM – 5:00 PM          Course

Please plan your travel time accordingly so that you have time to park, get settled in the classroom, and grab a bite to eat, before we begin promptly at 8:30 AM.

(There will be breaks throughout the day to check email.)

WHAT TO BRING:

  • Laptop or IPAD with the power cables
  • Sweater or Jacket – sometimes A/C can get a little chilly this time of year
  • Be prepared to engage. This course has heavy group activities, and your willingness to participate will make the difference as to what you get out of it.
  • Try to stay focused and use break time to check your emails and texts. 

TESTING:

All testing is online after the course.  Testing and CU credit information will be provided during the course by your Instructor.  If you run into problems when taking your online course, you must call the CCIM Institute at (800) 621-7027, or +1-312-321-4460 during normal business hours CMT.  For after hours support call 800-621-7027 ext 4480.

EMERGENCY CONTACT:

Jodi Holstein, the CO/WY CCIM Executive Director, will be assisting with the facilitation of the course, and will be onsite to begin the class daily.  If you need to reach her in the morning, prior to the class, please call: 720-206-7746.

Bill Lawrence  
Senior Vice President
MN-LG-LS-DN

TRANSWESTERN ROLE

Bill oversees development services, construction management and asset services for Transwestern in the Mountain and Western regions.

CAREER HIGHLIGHTS

Bill joined Transwestern in 1998 and has over 34 years of experience in all aspects of the real estate industry. He has been directly responsible for land development, including the development of industrial, office, residential, and retail properties. Bill oversees the entitlement requirements for Transwestern’s proposed developments and has assumed asset management duties for various clients.
 
Prior to joining Transwestern, Bill directed the rezoning and master planning efforts of a 321-acre residential development. As vice president and regional manager of a national development company, he was responsible for the development of various retail, office, and industrial properties. His responsibilities included land acquisition, value analysis, project pro-formas, budgets, and project dispositions.
 
Bill’s experiences include serving as Receiver for national clients and  multi-national holdings.

PROFESSIONAL AFFILIATIONS/RECOGNITION

Bill is an active member of the following organizations:

  • Certified Commercial Investment Member (CCIM), Colorado/Wyoming Chapterundefinedmember and past president
  • National Association of Industrial and Office Properties (NAIOP), Colorado Chapterundefinedmember and past president
  • Institute of Real Estate ManagementundefinedCertified Property Manager (CPM®)

EDUCATION

Bill obtained a Bachelor of Science degree from the University of Louisville and a Master of Science degree from Southern Illinois University. He is a senior instructor for CCIM courses “Introduction to Commercial Investment Real Estate,” “Financial Analysis for Commercial Investment Real Estate,” and “Market Analysis of Industrial Real Estate.”
- See more at: http://www.transwestern.net/About/Pages/Bio.aspx?email=Bill.Lawrence@transwestern.com#sthash.XICgyZe6.dpuf
Bill Lawrence  
Senior Vice President
MN-LG-LS-DN

TRANSWESTERN ROLE

Bill oversees development services, construction management and asset services for Transwestern in the Mountain and Western regions.

CAREER HIGHLIGHTS

Bill joined Transwestern in 1998 and has over 34 years of experience in all aspects of the real estate industry. He has been directly responsible for land development, including the development of industrial, office, residential, and retail properties. Bill oversees the entitlement requirements for Transwestern’s proposed developments and has assumed asset management duties for various clients.
 
Prior to joining Transwestern, Bill directed the rezoning and master planning efforts of a 321-acre residential development. As vice president and regional manager of a national development company, he was responsible for the development of various retail, office, and industrial properties. His responsibilities included land acquisition, value analysis, project pro-formas, budgets, and project dispositions.
 
Bill’s experiences include serving as Receiver for national clients and  multi-national holdings.

PROFESSIONAL AFFILIATIONS/RECOGNITION

Bill is an active member of the following organizations:

  • Certified Commercial Investment Member (CCIM), Colorado/Wyoming Chapterundefinedmember and past president
  • National Association of Industrial and Office Properties (NAIOP), Colorado Chapterundefinedmember and past president
  • Institute of Real Estate ManagementundefinedCertified Property Manager (CPM®)

EDUCATION

Bill obtained a Bachelor of Science degree from the University of Louisville and a Master of Science degree from Southern Illinois University. He is a senior instructor for CCIM courses “Introduction to Commercial Investment Real Estate,” “Financial Analysis for Commercial Investment Real Estate,” and “Market Analysis of Industrial Real Estate.”
- See more at: http://www.transwestern.net/About/Pages/Bio.aspx?email=Bill.Lawrence@transwestern.com#sthash.XICgyZe6.dpuf
Bill Lawrence  
Senior Vice President
MN-LG-LS-DN

TRANSWESTERN ROLE

Bill oversees development services, construction management and asset services for Transwestern in the Mountain and Western regions.

CAREER HIGHLIGHTS

Bill joined Transwestern in 1998 and has over 34 years of experience in all aspects of the real estate industry. He has been directly responsible for land development, including the development of industrial, office, residential, and retail properties. Bill oversees the entitlement requirements for Transwestern’s proposed developments and has assumed asset management duties for various clients.
 
Prior to joining Transwestern, Bill directed the rezoning and master planning efforts of a 321-acre residential development. As vice president and regional manager of a national development company, he was responsible for the development of various retail, office, and industrial properties. His responsibilities included land acquisition, value analysis, project pro-formas, budgets, and project dispositions.
 
Bill’s experiences include serving as Receiver for national clients and  multi-national holdings.

PROFESSIONAL AFFILIATIONS/RECOGNITION

Bill is an active member of the following organizations:

  • Certified Commercial Investment Member (CCIM), Colorado/Wyoming Chapterundefinedmember and past president
  • National Association of Industrial and Office Properties (NAIOP), Colorado Chapterundefinedmember and past president
  • Institute of Real Estate ManagementundefinedCertified Property Manager (CPM®)

EDUCATION

Bill obtained a Bachelor of Science degree from the University of Louisville and a Master of Science degree from Southern Illinois University. He is a senior instructor for CCIM courses “Introduction to Commercial Investment Real Estate,” “Financial Analysis for Commercial Investment Real Estate,” and “Market Analysis of Industrial Real Estate.”
- See more at: http://www.transwestern.net/About/Pages/Bio.aspx?email=Bill.Lawrence@transwestern.com#sthash.XICgyZe6.dpuf

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