2021 Relocation Appraisal Training Program



Friday, September 17, 2021

The Hilton Dallas/Plano Granite Park


This live presentation will cover the concepts and procedures in relocation appraising, provide instructions for completing the Worldwide ERC® Summary Appraisal Report and offer report writing techniques, as well as case studies for developing the market change and forecasting adjustments.

Learning Objectives

Participants will learn how to:

  • complete the seven-page Worldwide ERC® Summary Appraisal Report;
  • develop accurate opinions of anticipated sales price;
  • recognize how to select competing properties and comparable sales;
  • apply market change to the relocation appraisal;
  • develop the forecasting adjustment in the relocation appraisal; and more.

The objectives of each one-hour module are as follows:

The program is a three-module course that covers the following:

Module 1: Concepts in Relocation Appraising 

Students will learn to:

  • Explain the intended use and purpose of the relocation appraisal in the context of the employee relocation process.
  • Describe the defining components of Anticipated Sales Price.
  • Distinguish between the relocation appraisal and the mortgage appraisal.
  • Identify various client directives and how they should be addressed in the appraisal report.
  • Explain the scope of the relocation appraisal.
  • Explain what assumptions should be made concerning liens and special assessments in the relocation appraisal.
  • Accurately calculate gross living area of a property for the relocation appraisal report.
  • Accurately apply the comparative ratings of excellent, good, average, fair and poor.
  • Identify the types of exhibits required in a relocation appraisal report.

Presented by:

Carrie Dare is Vice President of Operations at Fidelity Residential Property Solutions in Annapolis, MD. Carrie has worked in the valuation industry since 2007.

Michael S. Cook, MAI, SRA is President of Michael S. Cook & Associates, Inc. in McKinney, Texas. Michael has been a real estate appraiser since 1986. 

Module 2: The Worldwide ERC® Summary Appraisal Report: An Overview 

Students will learn to:

  • Identify and record the appropriate information that should be addressed on pages 1-7 of the Worldwide ERC® Summary Appraisal Report.
  • Recognize the correlations among different sections of the report on different pages of the report.
  • Recognize how to select competing listings and comparable sales.

Presented by:

Craig Gilbert, SRA, CRP is a Professional Real Estate Appraiser in Huntington Beach, CA. Craig is a founding member of RAC and has been a real estate appraiser since 1975. 

Module 3: Developing the Market Change and Forecasting Adjustments in the Relocation Appraisal 

Students will learn to:

  • Understand normal marketing time and how it is calculated.
  • Understand and apply the market change and forecasting adjustments in the relocation appraisal.

Presented by:

Arnold M. Schwartz, SRA, SCRP is President of Arnold M. Schwartz & Associates, Inc. in Atlanta, GA. Arnold is a founding member of RAC and has been a real estate appraiser since 1968. 

Marie Robbins-Marine, SRA, CRP is President of Robbins-Marine Property Valuation, Inc. in Littleton, CO. Marie has been a real estate appraiser since 1989. 

Each student will also receive the Worldwide ERC® Relocation Appraisal Guide

The “Worldwide ERC® Relocation Appraisal Guide” is a comprehensive manual that provides line-by-line instructions for completing the seven-page Worldwide ERC® Summary Appraisal Report. It explains major concepts in relocation appraising and includes examples of completed reports.