We are taking sponsorships! All information can be found HERE.
 

 

 

Food and monetary donations are welcome. Please find more details here including donations needed for the food pantry. 

 

REAL ESTATE PERFORMANCE AND INVESTMENT ANALYSIS USING EXCEL
Joseph Larkin, CCIM, MCR, SIOR
Approved for 7 hours C.E. Credit

 

How to determine if a real estate investment makes financial sense? You start by building a proforma economic model and applying performance measurements to determine if the asset meets the financial objectives.

 

This course is designed specifically for real estate professionals interested in expanding their knowledge of investment real estate. Attendees will use prepopulated Excel workbooks that allow fast calculations of vital financial measurements to evaluate a real estate investment quickly and effectively. Applying performance measurements will illustrate how the property may perform in the future. Financial modeling will demonstrate various returns based on different investors’ goals.

 

We will explore financing. Will leverage increase or decrease the overall investment return, and how will the financing impact the property’s future performance? Real Estate Performance and Investment Analysis using Excel is essential for any real estate investor or practitioner. The attendee will leave with the knowledge and financial tools that can be applied immediately to evaluate any real estate investment!

 

 

12 P.M.
SOCIETY OF EXCHANGE COUNSELORS NETWORKING EVENT
All are welcome to join for another fun afternoon of shooting clays and networking with SEC members and guests at the Vernon National Shooting Preserve, located at 3291 Burns Road, Vernon Center, NY 13477. Lunch will be served at noon followed by shooting and then a steak BBQ dinner at the range. Gun rentals are available. Participants will pay fees directly to Vernon National the day of the event. Call Nate Kanney for questions (845) 430-8314.

 

4:30 P.M.
UPSTATE NY CCIM CHAPTER MEETING & CHAPTER RECEPTION (Members Only)

Following the CCIM course, a chapter meeting and reception will be held in the same room for CCIM chapter members only. 

 

8 – 8:45 A.M.
EXHIBITOR BREAKFAST
Come chat with the conference vendors and learn what they have to offer!

 

9 A.M. – 5 P.M.
MARKETING/NETWORKING SESSION
Moderators Tyler Nepote and Jason Dillard assisted by John Lavelle and Paul Hakim, CCIM. Come make deals for you and your clients. Generate potential brokerage transactions and network with practitioners from across the country. Attendees who have properties to present and be formally moderated need to submit their property forms by June 8. To submit your properties, see full information below. Please plan to participate in a virtual pre-planning session one week prior to the onsite meeting.

 

♦ Guideline for Marketing Session Preparations

♦ Marketing Instructions 

♦ Standard Marketing Form 

 

12 – 1 P.M.
LUNCH WITH UPDATES
Welcome by Bob Strell, 1st Vice President

 

Organization Updates:
♦ Legislative Update: Michael Kelly, Director, Governmental Affairs, NYSAR
♦ NYS Commercial Association of REALTORS®: Robert Strell, 1st Vice President
♦ Society of Exchange Counselors: Paul Hakim, CCIM, SEC
♦ Upstate NY CCIM Chapter:Colby Smith, CCIM President Upstate NY CCIM Chapter

 

6 P.M.
WELCOME RECEPTION (open to all registrants)
Join the group for hors d'oeuvres, cocktails and fun!

 

FRIDAY, JUNE 16, 2023
8 – 8:50 A.M.
BREAKFAST

 

9 A.M. – 12 P.M.
CREATING WEALTH THROUGH 1031 EXCHANGES
Russell Gullo, CCIM
Submitted for 3 hours CE Credit

 

Attendees will learn about the “Best Kept Secret In Real Estate”. They will learn how to pay no tax when disposing of business/investment-held property; what the requirements are, including the time frames, who the four parties are and how to set up a 1031 exchange.

 

Attendees will also learn what is meant about the meaning of “like-kind”; what property can you give up and what property can you receive as well as where can you acquire the replacement property, how many properties can be involved in a 1031 exchange and examples will be explained. Learn about the different advantages of performing a 1031 exchange, how you are able to create wealth using 100% of your equity; types of 1031 exchanges; reverse exchange; combination reverse & deferred exchange (Extra 180 Days); improvement exchange; installment sale/1031 exchange; partial exchange; common formulas and their benefits will be reviewed.

 

9 A.M. – 12 P.M.
LEASE VS. PURCHASE ANALYSIS FOR COMMERCIAL REAL ESTATE
Joseph Larkin, CCIM, MCR, SIOR
Submitted for 3 hours CE Credit

 

For most businesses, the cost to occupy real estate is typically the second most expensive item on the profit and loss statement. As a broker, leasing agent, or consultant, you may be asked to advise a client on the merits of leasing or purchasing commercial real estate. This case-study-driven course will provide you with the tools to answer the question, which is better, leasing or owning? Looking through the lens of the business, we will explore the choices and how those options are evaluated. A cost-to-occupy model will provide financial and non-financial measurements in the decision-making process. Providing a high level of value to your client.

 

A laptop computer with a full version of Excel is required. During the course, the attendee will be provided with an Excel programmed workbook. Providing an opportunity to complete “what if” scenarios.

 

12 – 1 P.M.
LUNCH SESSION

Speaker: J. Shelby Schneider, Deputy Director, NYS Economic Development Council

 

1 – 3 P.M.
LEASE VS PURCHASE CLASS - PART II
Joseph Larkin, CCIM, MCR, SIOR
Submitted for 2 hours CE Credit

 

Students will have a Case Study and will analyze the client’s options. There will be a group activity: Each group will present their results and explain their recommendation to their clients.

 

 

 

REGULAR RATE (after 5/11)

Members: $225, Non-Members: $275

 

ON-SITE RATE
Members: $250, Non-Members: $300

 

HOTEL ACCOMMODATIONS:
Turning Stone Resort & Casino

5218 Patrick Rd., Verona, NY 13478
Room reservations? Call Turning Stone at 800-771-7711

Tower Rooms: $199.
Cut-off date is Thursday, May 11, 2023

Call in using the code: HCRE223

 

Please attach a note identifying any disabilities you may have that require special accommodations, including the provision of auxiliary aids and services.

 

A fillable conference registration form can be found HERE. 

 

Stewart Title