In this introductory course to Opportunity Zones and Environmental Site Assessments, brokers and appraisers can learn more about opportunity zones investments. Throughout the course, explore the rules and regulations for Qualified Opportunity Funds (QOFs) and Opportunity Zones (QOZs). From your role as a broker or appraiser, you will hear from industry experts on what these investment opportunities are, how to invest, and when. Once you understand these concepts, you will be in a better position to assist your clients to make optimal real estate decisions. Additionally, this course covers the due diligence an investor ought to do before putting money into an opportunity zone. Specifically, a smart investor should have environmental site assessments performed. There are multiple types of environmental site assessments, so it is necessary for brokers and appraisers to understand what they are and when they should be performed. Through this course not only brush up on your knowledge of opportunity zones and environmental assessments but have the foreknowledge to effectively guide your clients.
Instructor:
Marsennia Wells M.S. Ed., M.A., Instructor, Connect Group Media Inc.
Contact Instructor: [email protected]
Industry Experts
- Stephanie Trueb, ESA Technical Director – Real Estate Services, EBI
- Joseph Derhake, CEO and Founder, Partner Engineering and Science, Inc.
- Holly Neber, CEO, AEI Consultants
- Elizabeth Krol, PG, National Client Manager, Partner Engineering and Science, Inc.
- Jenny Redlin, REPA, Principal, Partner Engineering and Science, Inc.
- Nicole TK Moore, REPA, Technical Director, Partner Engineering and Science, Inc.
- Kristine Macwilliams, PE, Partner Engineering and Science, Inc.
COURSE LEARNING OBJECTIVES
At the end of the course, learners will be able to:
- Define opportunity zones and environmental site assessments
- Compare and contrast Phase I and Phase II environmental site assessments
- Distinguish optimal moments to invest in opportunity zones and performing environmental site assessments
- Articulate the purpose and use of Opportunity Zone Funds
- Recognize the rules and regulations which dictate Opportunity Zone investments
CE Credit: 3 hours
Estimated number of hours to complete course: 3 hours
Total Time Spent In Course:
This course is an overview of a Real Estate Workout. This course will define the real estate workout and how it should be utilized as well as the process, when the need for a workout arises, tax implications, potential pitfalls and lenders responses.
Instructor:
Marsennia Wells M.S. Ed M.A., Instructor, Connect Media Group Inc
Contact Instructor: [email protected]
Industry Experts:
- Gary Bechtel, Chief Executive Officer, Red Oak Capital
- Richard DeSilva, Managing Partner, Lateral Investment Management LLC
- Nick Duren, President, Crescent Securities Group Inc
- Ann Hambly, Founder and CEO, 1st Service Solutions
- Tom Lorenzini, Vice President, Tremont Realty Capital
- Bryan S. Mick, Chairman, Mick Law PC
- Ron Murmur, President Peachtree Hotel Group
- Gary M. Tenzer, Principal and Co – Founder, George Smith Partners Inc.
CE Credit: 3 hour
Written section length: 3 hour
Estimated time to complete course: 3 hours
This course is an overview of themes that influence investor behavior in the multifamily market. With investor activity rapidly diminishing at the start of the pandemic, many investors wondered if multifamily real estate remained a good investment. This course will address that pondering, as well as, provide insight into the challenging and positive themes influencing investor behavior in the multifamily market.
Instructor:
Marsennia Wells, MS Ed, MA – IDECC Certified Instructor, Connect Media Inc.
CE Credit: 3 hour
Written section length: 3 hour
Estimated time to complete course: 3 hours
Course Objectives
By the end of this course, you will be able to:
- Articulate the description and subject matter of this course
- Define multifamily real estate and property types
- Articulate why multifamily real estate continues to be a first-rate investment
- Identify personas of potential multifamily investors investor
- Recognize roadblocks to multifamily asset ownership in which an investor should be aware
- Describe investor behavior as the multifamily market began to rebound
- Explain why multifamily real estate is a hedge against inflation
- Describe what tenants want in a rental property
- Identify reasons multifamily remains an investor favorite
- Classify the benefits of investing in multifamily property
This course will provide introductory insight into the origin and history of industrial real estate, the different types of industrial real estate, the benefits and risks of investing in industrial real estate, a general overview of the roles that appraisers, architects and attorneys play in the asset class, as well as, a few dynamics that will impact the future of the asset class.
Instructor:
Marsennia Wells M.S., Ed M.A., Instructor, Connect Classroom
Contact Instructor: [email protected]
CE Credit: 3 hours
Written section length: 3 hours
Estimated time to complete course: 3 hours
This course is an overview of themes that influence investor behavior in the multifamily market. With investor activity rapidly diminishing at the start of the pandemic, many investors wondered if multifamily real estate remained a good investment. This course will address that pondering, as well as, provide insight into the challenging and positive themes influencing investor behavior in the multifamily market.
Instructor:
Marsennia Wells, MS Ed, MA – IDECC Certified Instructor, Connect Media Inc.
CE Credit: 3 hour
Written section length: 3 hour
Estimated time to complete course: 3 hours
Course Objectives
By the end of this course, you will be able to:
- Articulate the description and subject matter of this course
- Define multifamily real estate and property types
- Articulate why multifamily real estate continues to be a first-rate investment
- Identify personas of potential multifamily investors investor
- Recognize roadblocks to multifamily asset ownership in which an investor should be aware
- Describe investor behavior as the multifamily market began to rebound
- Explain why multifamily real estate is a hedge against inflation
- Describe what tenants want in a rental property
- Identify reasons multifamily remains an investor favorite
- Classify the benefits of investing in multifamily property
This course will provide introductory insight into the origin and history of industrial real estate, the different types of industrial real estate, the benefits and risks of investing in industrial real estate, a general overview of the roles that appraisers, architects and attorneys play in the asset class, as well as, a few dynamics that will impact the future of the asset class.
Instructor:
Marsennia Wells M.S., Ed M.A., Instructor, Connect Classroom
Contact Instructor: [email protected]
CE Credit: 3 hours
Written section length: 3 hours
Estimated time to complete course: 3 hours
This course is an overview of themes that influence investor behavior in the multifamily market. With investor activity rapidly diminishing at the start of the pandemic, many investors wondered if multifamily real estate remained a good investment. This course will address that pondering, as well as, provide insight into the challenging and positive themes influencing investor behavior in the multifamily market.
Instructor:
Marsennia Wells, MS Ed, MA – IDECC Certified Instructor, Connect Media Inc.
CE Credit: 3 hour
Written section length: 3 hour
Estimated time to complete course: 3 hours
Course Objectives
By the end of this course, you will be able to:
- Articulate the description and subject matter of this course
- Define multifamily real estate and property types
- Articulate why multifamily real estate continues to be a first-rate investment
- Identify personas of potential multifamily investors investor
- Recognize roadblocks to multifamily asset ownership in which an investor should be aware
- Describe investor behavior as the multifamily market began to rebound
- Explain why multifamily real estate is a hedge against inflation
- Describe what tenants want in a rental property
- Identify reasons multifamily remains an investor favorite
- Classify the benefits of investing in multifamily property
The National Association of Realtors (NAR) established its Code of Ethics in 1913 with the purpose of guaranteeing that a customer who is in the process of buying or selling a home will be treated properly by the Realtor who is conducting the transaction.
REALTORS® that are dedicated to adhering to the NAR Code of Ethics promise to defend and advance the interests of their clients whether acting as an agent for a buyer, seller, landlord, tenant, or other client. Although serving the client’s needs comes first, REALTORS® nevertheless have a duty to treat everyone fairly. REALTORS® are still required to act honestly while assisting a buyer, seller, landlord, tenant, or other party in a non-agency role.
This course has been created to assist you with maintaining awareness and knowledge of the ethical behavior, responsibility and requirements real estate professionals must possess and demonstrate in order to conduct business in a fair and honest manner.
Instructor:
Marsennia Wells M.S. Ed, M.A., Instructor, Connect Classroom
Contact Instructor: [email protected]
CE Credit: 3 hours
Written section length: 3 hours
Estimated time to complete course: 3 hours
Course Objectives:
- Define and explain the significance of National Association of Realtors (NAR) Code of Ethics
- Define and explain the significance of National Association of Realtors (NAR) Code of Ethics enforcement
- Provide insight into the complaint and arbitration process in the National Association of Realtors (NAR) Code of Ethics as a means of resolving disputes between REALTORS® and their complainants
- Analyze the arbitration disputes process and mediation process
- Apply the relevant Articles and Standards in the National Association of Realtors (NAR) Code of Ethics that govern the conduct and business practices of Realtors
- Explain the California Business and Professions Code: 10176 and how it relates to the NAR Code of Ethics
- Explain the California Business and Professions Code: 10177 and how it relates to the NAR Code of Ethics
- Identify the key points of California Business and Professions Code: 10176 and 10177
- Describe the duties that Realtors are obligated to fulfill to their clients and customers
- Describe the duties that Realtors are obligated to fulfill to other Realtors
This course is an overview of themes that influence investor behavior in the multifamily market. With investor activity rapidly diminishing at the start of the pandemic, many investors wondered if multifamily real estate remained a good investment. This course will address that pondering, as well as, provide insight into the challenging and positive themes influencing investor behavior in the multifamily market.
Instructor:
Marsennia Wells, MS Ed, MA – IDECC Certified Instructor, Connect Media Inc.
CE Credit: 3 hour
Written section length: 3 hour
Estimated time to complete course: 3 hours
Course Objectives
By the end of this course, you will be able to:
- Articulate the description and subject matter of this course
- Define multifamily real estate and property types
- Articulate why multifamily real estate continues to be a first-rate investment
- Identify personas of potential multifamily investors investor
- Recognize roadblocks to multifamily asset ownership in which an investor should be aware
- Describe investor behavior as the multifamily market began to rebound
- Explain why multifamily real estate is a hedge against inflation
- Describe what tenants want in a rental property
- Identify reasons multifamily remains an investor favorite
- Classify the benefits of investing in multifamily property
This course will provide introductory insight into the origin and history of industrial real estate, the different types of industrial real estate, the benefits and risks of investing in industrial real estate, a general overview of the roles that appraisers, architects and attorneys play in the asset class, as well as, a few dynamics that will impact the future of the asset class.
Instructor:
Marsennia Wells M.S., Ed M.A., Instructor, Connect Classroom
Contact Instructor: [email protected]
CE Credit: 3 hours
Written section length: 3 hours
Estimated time to complete course: 3 hours
Fair housing issues could arise in a variety of subtle and obvious ways at some point during your real estate career. Therefore, adhering to, understanding, and recognizing when fair housing practices are being upheld or violated in every interaction that you have with clients and other real estate professionals is important and a good moral professional characteristic. The consequence of being uninformed about fair housing law and unaware of discriminatory forms (blatant and understated) could result in a damaging career mistake.
This course has been created to assist you with maintaining awareness and knowledge of fair housing principles, practices, and laws at the federal level.
Instructor:
Marsennia Wells M.S. Ed., M.A., Instructor, Connect Classroom
Contact Instructor: [email protected]
CE Credit: 3 hours
Written section length: 3 hours
Estimated time to complete course: 3 hours
Course Objectives:
- Define the origin and history of fair housing
- List significant historical fair housing laws and acts
- Identify the real estate services and activities in which the Fair Housing Act forbids discrimination
- Identify the important fair housing changes that were made as a result of the Fair Housing Amendments Act of 1988
- Identify demographic characteristics in relation to home ownership
- Recognize the groups that are protected by federal housing law
- Identify senior housing’s fair housing exemption
- Explain the Housing for Older Persons Act (HOPA)
- Understand various examples of what comprises fair housing compliance in the United States
- Define discriminatory advertising
- List characteristics of advertising
- Define nondiscriminatory behaviors and practices
- List the benefits of embracing and implementing nondiscriminatory practices
- List declarations that real estate professionals agree to in the NAR Fair Housing Declaration
This course will provide introductory insight into the origin and history of industrial real estate, the different types of industrial real estate, the benefits and risks of investing in industrial real estate, a general overview of the roles that appraisers, architects and attorneys play in the asset class, as well as, a few dynamics that will impact the future of the asset class.
Instructor:
Marsennia Wells M.S., Ed M.A., Instructor, Connect Classroom
Contact Instructor: [email protected]
CE Credit: 3 hours
Written section length: 3 hours
Estimated time to complete course: 3 hours
This course will provide introductory insight into the origin and history of industrial real estate, the different types of industrial real estate, the benefits and risks of investing in industrial real estate, a general overview of the roles that appraisers, architects and attorneys play in the asset class, as well as, a few dynamics that will impact the future of the asset class.
Instructor:
Marsennia Wells M.S., Ed M.A., Instructor, Connect Classroom
Contact Instructor: [email protected]
CE Credit: 3 hours
Written section length: 3 hours
Estimated time to complete course: 3 hours
This course is an overview of themes that influence investor behavior in the multifamily market. With investor activity rapidly diminishing at the start of the pandemic, many investors wondered if multifamily real estate remained a good investment. This course will address that pondering, as well as, provide insight into the challenging and positive themes influencing investor behavior in the multifamily market.
Instructor:
Marsennia Wells, MS Ed, MA – IDECC Certified Instructor, Connect Media Inc.
CE Credit: 3 hour
Written section length: 3 hour
Estimated time to complete course: 3 hours
Course Objectives
By the end of this course, you will be able to:
- Articulate the description and subject matter of this course
- Define multifamily real estate and property types
- Articulate why multifamily real estate continues to be a first-rate investment
- Identify personas of potential multifamily investors investor
- Recognize roadblocks to multifamily asset ownership in which an investor should be aware
- Describe investor behavior as the multifamily market began to rebound
- Explain why multifamily real estate is a hedge against inflation
- Describe what tenants want in a rental property
- Identify reasons multifamily remains an investor favorite
- Classify the benefits of investing in multifamily property
Orange County’s most influential brokers, developers and investors discuss what they’re looking for in new opportunities right now, how they’re financing their largest deals, and their outlook for the local industry in these uncertain economic times.
*Course content was developed from a live in-person event that occurred on Sept. 14, 2022.
Experts:
- Timothy Ballard, President & CEO, Buchanan Street Partners
- Andy Bratt, Principal, Bantry
- George Brown, Sr. Managing Director Orange County Office Co-Head, JLL Capital Markets Americas
- Kristen Croxton, Sr. Vice President, Originations, Capital One Multifamily Finance
- Jerry Fink, Managing Partner, Bascom Group
- Julian Freeman, Partner, Cox Castle & Nicholson
- Jonathan Giannola, Vice President/Regional Manager, Marcus & Millichap
- Aaron Hill, CEO & President, Bixby Land Company
- Parker Jones, Leasing Director Western US, Manulife
- Johnathan Lange, Senior Vice President, Los Angeles Region, Boston Properties
- Jamie Lee, CEO, Jamison Realty
- Joanne Lucas, Director Asset Management, Greystar
- Greg May, EVP West Region Market Leader, Newmark
- Clayton McFadden, Asset Management, Harbor Associates
- Rick Putnam, Executive Vice President, Kidder Matthews
- Michael Regan, Managing Director, Investments, CIM Group
- Marc Renard, Executive Vice Chairman, Cushman & Wakefield
- Scott Sowanick, Managing Director West Region, Stream Realty
- Brett Turner, Senior Managing Director Acquisitions and Dispositions
Instructor:
Marsennia Wells M.S., Ed M.A., Instructor, Connect Classroom
Contact Instructor: [email protected]
CE Credit: 4 hours
Estimated time to complete course: 4 hours
This course will provide introductory insight into the origin and history of industrial real estate, the different types of industrial real estate, the benefits and risks of investing in industrial real estate, a general overview of the roles that appraisers, architects and attorneys play in the asset class, as well as, a few dynamics that will impact the future of the asset class.
Instructor:
Jacqueline Talpa, Instructor, Connect Classroom
Contact Instructor: [email protected]
CE Credit: 2 hours
Written section length: 2 hours
Estimated time to complete course: 2 hours
In September 2020, the Trump administration announced a halt on eviction proceedings targeting residential renters. This was in response to the Center for Disease Control and Prevention’s (CDC) concern that homelessness from eviction could further spread of SARS-CoV-2, better known as COVID-19.
In the time since the moratorium went into effect, two questions arise. First, whether the moratorium actually served its purpose when it came to helping renters. And second, how this halt on evictions for non-payment impacted multifamily owners and operators.
The answers? “Kind of,” and “it’s a mixed bag.”
This course is an overview of the Multifamily Rental Moratorium. This course will provide insight into the halt on eviction proceedings targeting residential renters.
Instructor:
Marsennia Wells M.S. Ed., M.A., Instructor, Connect Classroom
Contact Instructor: [email protected]
Industry Experts:
- Douglas M. Bibby, President, National Multifamily Housing Council (NMHC)
- Greg Brown, Senior Vice President of Government Affairs – National Apartment Association
- Jeff DeBoer, President & CEO, The Real Estate Roundtable
- Dean Hunter, CEO – Small Multifamily Owners Association, Broker Associate – KW Commercial Division of Keller Williams Realty of Manatee
- Peter McKenzie, CEO & Owner – Rincon Property Management
- Melissa Olivery, President, CLEAR Property Management (a privately held subsidiary of Casoro Group)
- Ray Perryman, President & CEO – The Perryman Group, Real Estate Economist
- KC Sanjay, Founder & President – KC CRE Advisors, Real Estate Economist
- David Schwartz, CEO & Chairman, Waterton
Course Information:
CE Credit: 3 hour
Written section length: 3 hours
Estimated time to complete course: 3 hours
Course Objectives
By the end of this course, you will be able to:
- Articulate the history of the multifamily rental moratorium.
- Analyze how the rental moratorium and other renter alleviation plans created issues for multifamily real estate owners.
- Differentiate categories of moratorium regulations and emergency rental assistance of select states.
- Identify the impact of the multifamily rental moratorium on residents and multifamily property owners.
- Identify the issues of the Multifamily Rental Moratorium and better ways for its utilization.
- Recall how the pandemic exacerbated challenges for multifamily operators.
- Compare and contrast legislative acts and rescue plans.
- Explain survey results conducted under the National Apartment Association (NAA).
- Describe the Biden administration’s tax credit and political plans to address housing issues.
This course is an overview of a Real Estate Workout. This course will define the real estate workout and how it should be utilized as well as the process, when the need for a workout arises, tax implications, potential pitfalls and lenders responses.
Instructor:
Marsennia Wells M.S. Ed M.A., Instructor, Connect Media Group Inc
Contact Instructor: [email protected]
Industry Experts:
- Gary Bechtel, Chief Executive Officer, Red Oak Capital
- Richard DeSilva, Managing Partner, Lateral Investment Management LLC
- Nick Duren, President, Crescent Securities Group Inc
- Ann Hambly, Founder and CEO, 1st Service Solutions
- Tom Lorenzini, Vice President, Tremont Realty Capital
- Bryan S. Mick, Chairman, Mick Law PC
- Ron Murmur, President Peachtree Hotel Group
- Gary M. Tenzer, Principal and Co – Founder, George Smith Partners Inc.
CE Credit: 3 hour
Written section length: 3 hour
Estimated time to complete course: 3 hours
In September 2020, the Trump administration announced a halt on eviction proceedings targeting residential renters. This was in response to the Center for Disease Control and Prevention’s (CDC) concern that homelessness from eviction could further spread of SARS-CoV-2, better known as COVID-19.
In the time since the moratorium went into effect, two questions arise. First, whether the moratorium actually served its purpose when it came to helping renters. And second, how this halt on evictions for non-payment impacted multifamily owners and operators.
The answers? “Kind of,” and “it’s a mixed bag.”
This course is an overview of the Multifamily Rental Moratorium. This course will provide insight into the halt on eviction proceedings targeting residential renters.
Instructor:
Marsennia Wells M.S. Ed., M.A., Instructor, Connect Classroom
Contact Instructor: [email protected]
Industry Experts:
- Douglas M. Bibby, President, National Multifamily Housing Council (NMHC)
- Greg Brown, Senior Vice President of Government Affairs – National Apartment Association
- Jeff DeBoer, President & CEO, The Real Estate Roundtable
- Dean Hunter, CEO – Small Multifamily Owners Association, Broker Associate – KW Commercial Division of Keller Williams Realty of Manatee
- Peter McKenzie, CEO & Owner – Rincon Property Management
- Melissa Olivery, President, CLEAR Property Management (a privately held subsidiary of Casoro Group)
- Ray Perryman, President & CEO – The Perryman Group, Real Estate Economist
- KC Sanjay, Founder & President – KC CRE Advisors, Real Estate Economist
- David Schwartz, CEO & Chairman, Waterton
Course Information:
CE Credit: 3 hour
Written section length: 3 hours
Estimated time to complete course: 3 hours
Course Objectives
By the end of this course, you will be able to:
- Articulate the history of the multifamily rental moratorium.
- Analyze how the rental moratorium and other renter alleviation plans created issues for multifamily real estate owners.
- Differentiate categories of moratorium regulations and emergency rental assistance of select states.
- Identify the impact of the multifamily rental moratorium on residents and multifamily property owners.
- Identify the issues of the Multifamily Rental Moratorium and better ways for its utilization.
- Recall how the pandemic exacerbated challenges for multifamily operators.
- Compare and contrast legislative acts and rescue plans.
- Explain survey results conducted under the National Apartment Association (NAA).
- Describe the Biden administration’s tax credit and political plans to address housing issues.
In September 2020, the Trump administration announced a halt on eviction proceedings targeting residential renters. This was in response to the Center for Disease Control and Prevention’s (CDC) concern that homelessness from eviction could further spread of SARS-CoV-2, better known as COVID-19.
In the time since the moratorium went into effect, two questions arise. First, whether the moratorium actually served its purpose when it came to helping renters. And second, how this halt on evictions for non-payment impacted multifamily owners and operators.
The answers? “Kind of,” and “it’s a mixed bag.”
This course is an overview of the Multifamily Rental Moratorium. This course will provide insight into the halt on eviction proceedings targeting residential renters.
Instructor:
Marsennia Wells M.S. Ed., M.A., Instructor, Connect Classroom
Industry Experts:
- Douglas M. Bibby, President, National Multifamily Housing Council (NMHC)
- Greg Brown, Senior Vice President of Government Affairs – National Apartment Association
- Jeff DeBoer, President & CEO, The Real Estate Roundtable
- Dean Hunter, CEO – Small Multifamily Owners Association, Broker Associate – KW Commercial Division of Keller Williams Realty of Manatee
- Peter McKenzie, CEO & Owner – Rincon Property Management
- Melissa Olivery, President, CLEAR Property Management (a privately held subsidiary of Casoro Group)
- Ray Perryman, President & CEO – The Perryman Group, Real Estate Economist
- KC Sanjay, Founder & President – KC CRE Advisors, Real Estate Economist
- David Schwartz, CEO & Chairman, Waterton
Course Information:
CE Credit: 3 hour
Written section length: 3 hours
Estimated time to complete course: 3 hours
