- Date
- May 6-10, 2024
- Sponsor
- North Texas Chapter
- Location
- Sterling Plaza
5949 Sherry Lane
5th Floor
Dallas, TX 75225
- Instructor
- Stephen F. Fanning, MAI, AI-GRS
- Class Time
- 30 hours
- Exam Time
- 3 Hours
Course Description
Who Should Enroll
- Candidates for Designation who are working toward an MAI designation
- MAIs who want to enhance their knowledge and skill base in market analysis/highest and best use
AI CE Points
State Approvals
State | QE/CE | Course & Exam | Course Only | Exam Only | Delivery Format | Approval Format | Start Date | Expire Date | State Code |
---|---|---|---|---|---|---|---|---|---|
AK | CE | 32 | 32 | Classroom | Classroom | 08/15/2023 | 01/24/2025 | 18511 | |
AK | QE | 35 | 32 | 3 | Classroom | Classroom | 08/15/2023 | 01/24/2025 | 18511 |
AL | CE | 32 | 32 | Classroom | Classroom | 10/01/2022 | 09/30/2024 | C02663 | |
AL | QE | 35 | 32 | 3 | Classroom | Classroom | 10/01/2022 | 09/30/2024 | C02663 |
AR | CE | 33 | 30 | 3 | Classroom | Classroom | 02/14/2023 | 01/24/2025 | |
AR | QE | 33 | 33 | Classroom | Classroom | 02/14/2023 | 01/24/2025 | ||
AZ | CE | 33 | 30 | 3 | Classroom | Classroom | 01/01/2022 | 01/24/2025 | 79269 |
AZ | CE | 30 | 30 | Classroom | Classroom | 01/01/2022 | 01/24/2025 | 79269 | |
AZ | QE | 33 | 30 | 3 | Classroom | Classroom | 01/01/2022 | 01/24/2025 | 79269 |
CA | CE | 30 | 30 | Classroom | Classroom | 03/17/2022 | 03/16/2026 | 10754180 | |
CA | QE | 33 | 30 | 3 | Classroom | Classroom | 03/17/2022 | 03/16/2026 | 10754180 |
CO | CE | 30 | 30 | Classroom | Classroom | 08/15/2023 | 01/24/2025 | 2430 | |
CO | CE | 33 | 30 | 3 | Classroom | Classroom | 08/15/2023 | 01/24/2025 | 2430 |
CO | QE | 33 | 30 | 3 | Classroom | Classroom | 08/15/2023 | 01/24/2025 | 2430 |
CT | CE | 18 | 18 | Classroom | Classroom | 08/18/2023 | 01/24/2025 | AAL.001081 | |
CT | QE | 33 | 30 | 3 | Classroom | Classroom | 08/15/2023 | 01/24/2025 | APR.000306 |
DC | CE | 33 | 30 | 3 | Classroom | Classroom | 02/29/2024 | 02/28/2026 | 3990 |
DC | QE | 33 | 30 | 3 | Classroom | Classroom | 02/29/2024 | 02/28/2026 | 3990 |
DE | CE | 33 | 30 | 3 | Classroom | Classroom | 01/01/2022 | 01/24/2025 | 79269 |
DE | CE | 30 | 30 | Classroom | Classroom | 01/01/2022 | 01/24/2025 | 79269 | |
DE | QE | 33 | 30 | 3 | Classroom | Classroom | 01/01/2022 | 01/24/2025 | 79269 |
FL | CE | 20 | 20 | Classroom | Classroom | 11/26/2023 | 11/25/2025 | 0009138 | |
FL | QE | 33 | 30 | 3 | Classroom | Classroom | 11/26/2023 | 11/25/2025 | 0009138 |
GA | CE | 30 | 30 | Classroom | Classroom | 05/07/2010 | 60127 | ||
GA | QE | 33 | 30 | 3 | Classroom | Classroom | 05/07/2010 | 60126 | |
HI | CE | 35 | 32 | 3 | Classroom | Classroom | 01/01/2024 | 12/31/2024 | 23-400 |
HI | CE | 32 | 32 | Classroom | Classroom | 01/01/2024 | 12/31/2024 | 23-400 | |
HI | QE | 35 | 32 | 3 | Classroom | Classroom | 01/01/2024 | 12/31/2024 | 23-400 |
IA | CE | 35 | 32 | 3 | Classroom | Classroom | 08/15/2023 | 08/14/2026 | A518-1138 |
IA | CE | 32 | 32 | Classroom | Classroom | 08/15/2023 | 08/14/2026 | A518-1137 | |
IA | QE | 35 | 32 | 3 | Classroom | Classroom | 08/15/2023 | 08/14/2026 | A518-1139 |
ID | CE | 30 | 30 | Classroom | Classroom | 08/15/2023 | 01/24/2025 | ||
ID | QE | 33 | 30 | 3 | Classroom | Classroom | 08/15/2023 | 01/24/2025 | |
IL | CE | 30 | 30 | Classroom | Classroom | 01/01/2023 | 12/31/2024 | 575.001526 | |
IL | QE | 33 | 30 | 3 | Classroom | Classroom | 01/01/2023 | 12/31/2024 | 573.000580 |
IN | CE | 33 | 30 | 3 | Classroom | Classroom | 01/01/2022 | 01/24/2025 | 79269 |
IN | CE | 30 | 30 | Classroom | Classroom | 01/01/2022 | 01/24/2025 | 79269 | |
IN | QE | 33 | 30 | 3 | Classroom | Classroom | 01/01/2022 | 01/24/2025 | 79269 |
KS | CE | 30 | 30 | Classroom | Classroom | 01/01/2024 | 12/31/2024 | 159.C24.R | |
KS | QE | 33 | 30 | 3 | Classroom | Classroom | 01/01/2024 | 12/31/2024 | 295.P24.R |
KY | CE | 33 | 30 | 3 | Classroom | Classroom | 07/01/2023 | 06/30/2024 | |
KY | QE | 33 | 30 | 3 | Classroom | Classroom | 07/01/2023 | 06/30/2024 | |
LA | CE | 32 | 32 | Classroom | Classroom | 09/09/2019 | |||
LA | QE | 35 | 32 | 3 | Classroom | Classroom | 09/09/2019 | ||
MA | CE | 32 | 32 | Classroom | Classroom | 08/15/2023 | 01/24/2025 | 10051197 | |
MA | QE | 33 | 30 | 3 | Classroom | Classroom | 08/15/2023 | 01/24/2025 | 10051233 |
MD | CE | 33 | 30 | 3 | Classroom | Classroom | 01/01/2022 | 01/24/2025 | 79269 |
MD | CE | 30 | 30 | Classroom | Classroom | 01/01/2022 | 01/24/2025 | 79269 | |
MD | QE | 33 | 30 | 3 | Classroom | Classroom | 01/01/2022 | 01/24/2025 | 79269 |
ME | CE | 33 | 30 | 3 | Classroom | Classroom | 01/01/2022 | 01/24/2025 | 79269 |
ME | CE | 30 | 30 | Classroom | Classroom | 01/01/2022 | 01/24/2025 | 79269 | |
ME | QE | 33 | 30 | 3 | Classroom | Classroom | 01/01/2022 | 01/24/2025 | 79269 |
MI | CE | 32 | 32 | Classroom | Classroom | 08/15/2020 | 09/14/2025 | 1521 | |
MI | QE | 35 | 32 | 3 | Classroom | Classroom | 08/15/2020 | 09/14/2025 | 1521 |
MN | CE | 33 | 30 | 3 | Classroom | Classroom | 05/01/2024 | 04/30/2026 | 1011424 |
MN | QE | 33 | 30 | 3 | Classroom | Classroom | 05/01/2024 | 04/30/2026 | 1011379 |
MO | CE | 30 | 30 | Classroom | Classroom | 08/15/2023 | 01/24/2025 | ||
MO | QE | 33 | 30 | 3 | Classroom | Classroom | 08/15/2023 | 01/24/2025 | |
MS | CE | 30 | 30 | Classroom | Classroom | 07/28/2019 | 01/24/2025 | MAB #49731 | |
MS | QE | 33 | 30 | 3 | Classroom | Classroom | 07/28/2019 | 01/24/2025 | MAB #49731 |
MT | CE | 30 | 30 | Classroom | Classroom | 08/15/2023 | 01/24/2025 | REA-CEC-REC-16798 | |
MT | QE | 33 | 30 | 3 | Classroom | Classroom | 08/15/2023 | 01/24/2025 | REA-CEC-REC-16798 |
NC | QE | 30 | 30 | Classroom | Classroom | 01/01/2024 | 12/31/2024 | ||
ND | CE | 33 | 30 | 3 | Classroom | Classroom | 08/21/2023 | 01/24/2025 | CE-223071 |
ND | CE | 35 | 32 | 3 | Classroom | Classroom | 08/21/2023 | 01/24/2025 | CE-223072 |
ND | QE | 35 | 32 | 3 | Classroom | Classroom | 08/15/2014 | ||
NE | QE | 33 | 30 | 3 | Classroom | Classroom | 01/01/2022 | 01/24/2025 | 1151409.02 |
NH | CE | 32 | 32 | Classroom | Classroom | 08/15/2023 | 01/24/2025 | ||
NH | QE | 33 | 30 | 3 | Classroom | Classroom | 08/15/2023 | 01/24/2025 | |
NJ | CE | 30 | 30 | Classroom | Classroom | 01/22/2013 | 01/24/2025 | 2013-3091 | |
NJ | QE | 33 | 30 | 3 | Classroom | Classroom | 01/22/2013 | 01/24/2025 | 2013-3091 |
NM | CE | 33 | 30 | 3 | Classroom | Classroom | 08/15/2023 | 01/24/2025 | 4294 |
NM | CE | 30 | 30 | Classroom | Classroom | 08/15/2023 | 01/24/2025 | 4294 | |
NM | QE | 33 | 30 | 3 | Classroom | Classroom | 08/15/2023 | 01/24/2025 | 4294 |
NV | CE | 32 | 32 | Classroom | Classroom | 06/01/2021 | 06/30/2024 | CE.0009728-A | |
NV | QE | 33 | 30 | 3 | Classroom | Classroom | 08/01/2023 | 07/31/2024 | PL.0009466-A |
NY | CE | 30 | 30 | Classroom | Classroom | 01/01/2024 | 12/31/2024 | A4129-28 | |
NY | QE | 33 | 30 | 3 | Classroom | Classroom | 09/30/2023 | 09/30/2024 | |
OH | CE | 33 | 30 | 3 | Classroom | Classroom | 01/01/2024 | 12/31/2024 | 084401804A 22 |
OH | QE | 33 | 30 | 3 | Classroom | Classroom | 01/01/2012 | ||
OH | QE | 33 | 30 | 3 | Classroom | Classroom | 01/01/2022 | 01/24/2025 | 79269 |
OK | CE | 32 | 32 | Classroom | Classroom | 01/26/2022 | 01/24/2025 | 875 | |
OK | QE | 33 | 30 | 3 | Classroom | Classroom | 08/15/2023 | 01/24/2025 | 675 |
OR | CE | 30 | 30 | Classroom | Classroom | 01/21/2022 | 01/24/2025 | APIN-Q-0122-8911 | |
OR | QE | 33 | 30 | 3 | Classroom | Classroom | 08/15/2023 | 01/24/2025 | COUAPIN-Q-0122-8911 |
OR | QE | 33 | 30 | 3 | Classroom | Classroom | 01/21/2022 | 01/24/2025 | APIN-Q-0122-8911 |
PA | CE | 30 | 30 | Classroom | Classroom | 08/15/2023 | 01/24/2025 | ||
PA | QE | 33 | 30 | 3 | Classroom | Classroom | 08/15/2023 | 01/24/2025 | |
PR | CE | 33 | 30 | 3 | Classroom | Classroom | 01/01/2022 | 01/24/2025 | 79269 |
PR | CE | 30 | 30 | Classroom | Classroom | 01/01/2022 | 01/24/2025 | 79269 | |
PR | QE | 33 | 30 | 3 | Classroom | Classroom | 01/01/2022 | 01/24/2025 | 79269 |
RI | CE | 32 | 32 | Classroom | Classroom | 08/15/2023 | 01/24/2025 | REA.0001526-CE | |
RI | QE | 35 | 32 | 3 | Classroom | Classroom | 08/15/2023 | 01/24/2025 | REA.0001526-CE |
SC | CE | 33 | 30 | 3 | Classroom | Classroom | 09/01/2022 | 08/31/2024 | CE1135 |
SC | QE | 33 | 30 | 3 | Classroom | Classroom | 04/05/2023 | 08/31/2024 | AC . 1135 |
SD | CE | 35 | 32 | 3 | Classroom | Classroom | 03/22/2022 | 03/04/2025 | SD 570 |
SD | QE | 35 | 32 | 3 | Classroom | Classroom | 03/04/2022 | 03/04/2025 | SD 570 |
TN | CE | 35 | 32 | 3 | Classroom | Classroom | 07/01/2022 | 06/30/2024 | 1404 |
TN | CE | 33 | 30 | 3 | Classroom | Classroom | 07/01/2024 | 06/30/2027 | 1404 |
TN | QE | 33 | 30 | 3 | Classroom | Classroom | 07/01/2020 | 06/30/2025 | 1404 |
TX | CE | 33 | 30 | 3 | Classroom | Classroom | 08/17/2023 | 01/31/2025 | TX Provider #10 Course #:35888 |
TX | QE | 33 | 30 | 3 | Classroom | Classroom | 08/15/2023 | 01/31/2025 | TX Provider #8038 Course #: 37063 |
UT | CE | 32 | 32 | Classroom | Classroom | 05/04/2022 | 05/31/2024 | AC220504 | |
UT | CE | 33 | 33 | Classroom | Classroom | 06/01/2024 | 05/31/2026 | AC240507 | |
UT | QE | 33 | 30 | 3 | Classroom | Classroom | 06/01/2020 | 06/30/2025 | AQ230630 |
VA | CE | 33 | 30 | 3 | Classroom | Classroom | 01/01/2022 | 01/24/2025 | 79269 |
VA | CE | 30 | 30 | Classroom | Classroom | 01/01/2022 | 01/24/2025 | 79269 | |
VA | QE | 33 | 30 | 3 | Classroom | Classroom | 04/01/2022 | 07/31/2025 | 4006000897 |
VT | CE | 32 | 32 | Classroom | Classroom | 01/21/2021 | 01/21/2025 | ||
VT | QE | 35 | 32 | 3 | Classroom | Classroom | 01/21/2021 | 01/21/2025 | |
WA | CE | 33 | 30 | 3 | Classroom | Classroom | 08/15/2023 | 01/24/2025 | A4088 |
WA | QE | 33 | 30 | 3 | Classroom | Classroom | 08/15/2023 | 01/24/2025 | A4088 |
WI | CE | 33 | 30 | 3 | Classroom | Classroom | 01/01/2022 | 01/24/2025 | 79269 |
WI | CE | 30 | 30 | Classroom | Classroom | 01/01/2022 | 01/24/2025 | 79269 | |
WI | QE | 33 | 30 | 3 | Classroom | Classroom | 01/01/2022 | 01/24/2025 | 79269 |
WV | CE | 30 | 30 | Classroom | Classroom | 08/15/2023 | 01/24/2025 | ||
WV | QE | 33 | 30 | 3 | Classroom | Classroom | 08/15/2023 | 01/24/2025 | |
WY | CE | 35 | 32 | 3 | Classroom | Classroom | 08/15/2023 | 08/14/2026 | 198 |
WY | QE | 35 | 32 | 3 | Classroom | Classroom | 08/15/2023 | 08/14/2026 | 198 |
Course Objectives
- Recognize the definitions of market analysis, market, market study, and marketability analysis.
- Recognize how market analysis applies to the determination of highest and best use.
- Identify ways of determining financial feasibility.
- Recognize applications of market analysis to the valuation process.
- Identify ways that social, physical, economic, and institutional support systems in urban areas ultimately determine land use.
- Identify the six basic steps used to conduct a marketability analysis.
- Complete rating grids about a subject property’s characteristics to draw conclusions about its competitive position.
- Recognize procedures for delineating a subject property’s market area.
- Forecast demand for office, apartment, condominium, retail, and industrial space.
- Conclude supportable demand for various property types.
- Calculate residual demand for various types of space.
- Forecast subject capture and draw conclusions about a property’s market rent and occupancy rate over a given time frame.
Course Details
Program Overview:
Table of Contents and Overview
Course Schedule
Assignments:
Yes. A pre-class, 2-hour online session.
Equipment:
- A financial calculator is required. The accepted model used in the program is the HP-12C. AI education programs that require a financial calculator are developed with HP-12C keystrokes; using this model is highly recommended.
- You must be familiar with calculator operation when the program begins. Do not enroll expecting to be taught how to use a financial calculator.
- For more information and a free review, click here.
- For additional help with the HP-12C calculator, take our online seminar Using Your HP-12C Financial Calculator.
- HP-12C calculator User's Manual.
Additional Information:
Course Materials Include:
- Course Handbook (597 pp.)
- Self-Study Booklet (39 pp.)
- Pre-Class Download (18 pp.)
- Community Profile (16 pp.)
- Suggested Solutions (192 pp.)
Please review the FAQs for important information regarding registration and cancellation deadlines; mandatory diagnostic test; online session; and course equivalencies.
Important Note: Mandatory Diagnostic Test
Before enrolling in this or any other MAI designation course, you must take a diagnostic test. The Excel diagnostic tests your mastery of solving appraisal problems using spreadsheets. This diagnostic test was intentionally designed to be challenging and ensure participants have adequate Excel skills before taking MAI designation courses. For more information, check out the Diagnostic FAQ.
Excel is used extensively in the MAI designation courses; it is highly recommended that you know how to perform the necessary appraisal functions in Excel to succeed in this course.
The diagnostic test is free and can be taken at any time on your personal computer. To register for the test, please click here.
This course implements a blended learning approach, which includes:
- A pre-class, 2-hour online session
- 30 hours of traditional classroom education
- A 3-hour exam on the 5th morning
Requirements:
- Microsoft Excel 2007 or 2010 must be loaded and operational (external mouse recommended). (You may use other spreadsheet programs, but those programs won’t be supported in class; demonstrations will be done in Excel.)
- Do not enroll expecting to be taught how to use Excel.
Prerequisites
- Advanced Education Diagnostic Test
- Advanced Income Capitalization
- Basic Appraisal Principles
- Basic Appraisal Procedures
- National Uniform Standards of Professional Appraisal Practice (USPAP) Course, 15-Hour
- General Appraiser Market Analysis and Highest & Best Use
- General Appraiser Income Approach/Part 1
- General Appraiser Income Approach/Part 2
- General Appraiser Site Valuation and Cost Approach
- General Appraiser Sales Comparison Approach
- General Appraiser Report Writing and Case Studies
- Real Estate Finance, Statistics, and Valuation Modeling
Course Materials & Recommended Books
Pricing Options
Rate |
---|
Additional Course Offerings
Sponsor | Date | Location | Format | ||
---|---|---|---|---|---|
Washington Idaho Montana Chapter | June 24-28, 2024 | Spokane Valley, WA | Classroom | View Details | Register |
Bluegrass Chapter | August 12-16, 2024 | Louisville, KY | Classroom | View Details | Register |
Appraisal Institute | December 3-13, 2024 | Synchronous | View Details | Register |
Event Information
PROGRAM LOCATION AND PARKING:
Sterling Plaza (https://sterlingplaza.com/) at 5949 Sherry Lane is a 19-story building located on Sherry Lane between the Dallas North Tollway and Douglas Avenue. The class will be held in the Conference Room on the fifth floor.
Garage parking (entry is west of the building) is available for $10/day (over 4 hours/daily max). A two-story parking structure is located one block east of Douglas Avenue between Luther Lane and Berkshire Lane. Parking is free on the 2nd level.
COURSE SCHEDULE – Monday, May 6 – Friday, May 10, 2024:
Lecture – 8:30am to 5:00pm (Monday-Thursday)
Exam – 8:30 to 11:30am (Friday)
All day beverage service. Lunch will not be provided.
COURSE DEADLINE DATES
Prior to the first day of class, a separate 2-hour online session is required. The online session is available 28 days before the classroom session begins, and it ends 2 days before the classroom session begins.
You may take the free diagnostic test at any time, but it is recommended that you take it at least 7 days before the course begins. It will take approximately one hour to complete, depending on your skill level. Only one diagnostic test is required for all four Designation Education courses.
April 8 (28 days before classroom session begins)
Official FIRST day of course – mandatory online session begins.
April 15 (21 days before classroom session begins)
Last day to register for and submit the Diagnostic Test.
April 21 (Up to 15 days before classroom session begins)
Last day to cancel registration with a full refund.
April 22 (14 days before classroom session begins)
Last day to receive a “pass” confirmation on Diagnostic Test.
*Last day to register for the course with printed materials.
April 22-28
Cancel registration with $150 cancellation fee.
After April 28
Cancel registration with -0- refund.
May 1 (5 days before classroom session begins)
*Last day to register for the course.
May 4 (2 days before classroom session begins)
Last day to complete the mandatory online session.
May 6-10, 2024 (Class)
* Course materials are only available as electronic downloads if you register less than 14 days before the class begins; registration is closed 5 days prior to the start of the course.
TUITION:
Tuition includes downloadable course material - it does not include a printed set of course material.
COURSE MATERIAL:
DOWNLOADABLE Course material is automatically provided to ALL students via a download option. Please have your laptop/reader available with the downloaded material or have a printed copy of the material with you.
If you would like to receive a printed copy of the course material, you will have an option during the registration process to order a set. Students requesting printed material will be charged a $45.00 material fee plus shipping in addition to the course tuition. (Note that If you do not receive the material shipment in time for the course, please download or print a copy of the material from the Education and Events section of your AI account.)
ACCOMMODATIONS:
(Listed in order of proximity to Douglas Center)
Hilton Dallas/Park Cities
5954 Luther Lane, 75225
214-368-0400
https://www.hilton.com/en/hotels/dalpchf-hilton-dallas-park-cities/
(located 1 block south of Douglas Center)
Doubletree by Hilton Hotel Dallas-Campbell Centre
8250 N. Central Expwy., 75206
214-691-8700
(located 2.8 miles from Douglas Center in the SE quadrant of North Central Expwy. & Northwest Hwy.)
La Quinta Inn & Suites by Wyndham
10001 N. Central Expwy., 75231
214-361-8200
(located 3.5 miles from Douglas Center on the west access road of North Central Expwy. between Walnut Hill Lane and Meadow Road)
SpringHill Suites by Marriott Dallas Central Expressway
10111 N. Central Expwy., 75231
469-906-5861
(located 3.8 miles from Douglas Center on the west access road of North Central Expwy. South of Meadow Road)
Sonesta ES Suites Dallas Central Expressway
10333 N. Central Expwy., 75231
214-750-8220
https://www.sonesta.com/sonesta-es-suites/tx/dallas/sonesta-es-suites-dallas-central-expressway/
(located 3.8 miles from Douglas Center on the west access road of North Central Expwy. South of Meadow Road)
Sonesta Select Dallas Central Expressway
10325 N. Central Expwy., 75231
214-739-2500
https://www.sonesta.com/sonesta-select/tx/dallas/sonesta-select-dallas-central-expressway/
(located 3.8 miles from Douglas Center on the west access road of North Central Expwy. South of Meadow Road)
Hampton Inn & Suites Dallas
10370 N. Central Expwy., 75231
214-361-0033
https://www.hilton.com/en/hotels/dfwnphx-hampton-suites-dallas-central-expy-north-park-area/
(located 3.9 miles from Douglas Center on the east access road of North Central Expwy. south of Meadow Road)
Hilton Garden Inn
10350 N. Central Expwy., 75231
214-696-3000
(located 3.9 miles from Douglas Center on the east access road of North Central Expwy. south of Meadow Road)