Upcoming Events

Zoom Classes on Wednesday nights from 6pm to 9pm starting April 7th for 10 weeks. RE 104: Commercial Lease clause review of approximately 55 clauses covering office, industrial and retail. Review the negotiating points from the perspective of the landlord, tenant, broker and lender. Guest speakers may be included from the corporate world. Course includes a class book, articles, and other take-home value. Course is an elective for the Boston University Certificate in Real Estate Studies. Homework, mid-term and final…

To be held on Zoom on Wed. June 16, 2021 from 11am to 1pm and Thursday June 17 from 11am to 1pm. Negotiation Skills in commercial real estate. Will review negotiation models, types and traits of negotiators, how to assess and identify drivers and characteristics. Then a presentation of possible appropriate strategies and counter-strategies that can be engaged in negotiations. Videos and case study group assignments are included.

This Zoom class runs over 3 days (July 13, 15 and 20, 2021 from 9 am to 12 pm. The material covers a wide range of topics for the commercial real estate practitioner including: leasing definitions and terminology, rental rates and forms of escalators, developing a letter of  intent, overview of a lease document, Statute of Frauds, GAAP v. IFRS, landlord and tenant key differences in lease negotiating, various lease clauses important to a landlord, tenant and lender, CV19 impact…

Thursday, July 22, 2021: Zoom presentation for RCA on Commercial Buyer's Brokerage as a MA CE credit course. Class is from 10 am to 12 pm on Zoom. The course material offers the history of commercial broker representation and services provided to advocate for the buyer/tenant’s best interest. Historically real estate brokers were mentored in the world of seller representation and the buyer had no advocate. In the last 20 years, commercial real estate industry has embraced buyer and tenant…

This course will be on Zoom and is MA CE real estate credit approved. The course runs from 9 am to 12 pm and will dissect the definition of a financial statement into profit and loss, cash flow and balance sheet. GAAP v. IFRS v. FASB 13 will be compared. A number of risk ratio metrics will be introduced and evaluated to the appropriateness of each conclusion. The tangible and intangible risk factors that go beyond the number crunching will…

Thursday, Sept. 9, 2021, Zoom presentation for CE credit with the Berkshire County Association of Realtors. Topic TBD on Commercial real estate

To be held on Zoom on Tuesday, Sept. 14, 2021 from 10am to 12pm. MA RE CE credit. Topic: Anatomy of a Commercial Building

Wednesday, Sept. 15, 2021, from 9am to 12pm Rhode Association of Realtors, Zoom Presentation for RI and MA CE Credit. Commercial RE Basics Geographic and Financial Analysis. Focus on commercial real estate basics to further understand the real estate decision-making tools of a commercial tenant or buyer. Such variables include: location site selection variables, physical variables, housing availability and transportation networking. Valuation methods will be approached for the purchase of investment real estate, end-user occupied buildings and business asset sales.

All day course for credit towards the GRI designation on Sept. 21, 2021, to be held at the MA Association of Realtors offices, Foxboro, MA from 8am to 5pm. Topics to be covered: Office, Retail, Industrial, International, Marketing, Building composition, commercial terminology and resources, International marketing and real estate resources, nuances, negotiating tips with international client. Course will include videos, case studies, group assignments and role-playing. Bring a calculator.

In-Class to be held at the Sheration Dallas Hotel, Dallas, Texas on Thursday Sept. 23, 2021 from 8am to 12pm. Negotiation Skills in commercial real estate. Will review negotiation models, types and traits of negotiators, how to assess and identify drivers and characteristics. Then a presentation of possible appropriate strategies and counter-strategies that can be engaged in negotiations. Videos and case study group assignments are included.

Wednesday, Oct. 20, 2021 from 9am to 12pm on Zoom. RI and MA CE credits. Commercial Real Estate Loan Packages is designed to help the commercial real estate broker counsel his/her client with a commercial real estate loan packages. The material guides the broker to probe and understand the various understanding of bank financing and the information that a lender would require in a loan package.

Course runs from 9 am to 12 pm, Oct. 22, 2021 on more advanced issues in negotiating leases or sales. If you find yourself with "unreasonable people" in negotiations or find that the other side is not giving you what you want or is a bully negotiator and its win-lose, then this is course is for you. Key characteristics of 7 negotiation models and models on negotiators will be presented. The attendee will learn how to identify characteristics, learn the…

To be held on Zoom; Thursday, Oct. 28, 2021, 10 am to 2pm . Course is an overview for beginners in commercial and industrial real estate. Topics include marketing and listing resources, commercial organizations, office, retail, investment and industrial real estate. Construction, investment tools and valuation and basic terminology.

Course will run over two days from 9 am to 11 am with case studies, homework and class presentations. The four components of defined highest and best use methodologies will be identified, evaluated with the necessary components whether a vacant land, obsolete commercial building or to create a new game plan on a long-standing property. Legal, physical, financial factors will be identified and how the attendee then reaches a conclusion on net highest value. Mistakes and blunders of past projects…

To be held on Zoom on Thursday, Nov. 18, 2021 from 10am to 12pm. MA RE CE credit. Topic:  Commercial real estate loan packages.