Skip to Content (custom)

    General Appraiser Report Writing and Case Studies

    Register
    On Demand
    Date
    On Demand
    Sponsor
    Appraisal Institute
    On-Demand Online Education Location
    Instructor
    Dana R. Thornberry, MAI, SRA
    Richard C. DuBay, SRPA, SRA
    Class Time
    28 hours
    Exam Time
    2 Hours
    Full Price
    $595.00
    AI Price
    $490.00
    Course Description
    This course emphasizes how strong writing and effective organization of an appraisal report are as powerful and essential as solid analysis. You’ll develop skills and strategies to harness language so that your value conclusion is clear and convincing to the intended user. Developing a credible opinion of value is only part of the appraisal process. Reporting it effectively conveys the appraiser’s competence. A poorly written report diminishes the credibility of even the most competent research and analysis. An appraiser who can combine robust analytical skills with strong communication skills gains a compelling competitive advantage. Through instruction and practice, you’ll learn how to effectively communicate a sound valuation analysis. Discussions and writing exercises use a variety of property types and valuation scenarios to address common issues specific to appraisal report writing. Real-world examples allow you to apply writing concepts including organization, writing tone, integration of image-based content, coherent sentence and paragraph structure, and the revision and editing process. Extended writing assignments focus on common appraisal writing challenges such as explaining the derivation and application of quantitative adjustments, communicating data-dense analysis, presenting highest and best use analysis, and writing an appropriate scope of work.
    Objectives:
    • Identify the nature of appraisal reports and report requirements.
    • Identify and apply principles of grammar, punctuation, and usage specific to report writing.
    • Recognize and apply a variety of written communication tools and methods to best convey an assignment’s results.
    • Identify the importance of the intended user when writing an appraisal report.
    • Practice presenting appraisal analysis and conclusions clearly and effectively.
    • Understand the interconnectedness of the appraisal process and how to achieve a consistent and coherent appraisal report.
    • Identify strengths and weaknesses of image-based description in appraisal reports, and practice designing effective graphs and tables.
    Current Online Version: 
    This course provides instruction in effectively communicating a sound analysis of selected parts of a valuation. It addresses USPAP requirements and the three types of writing most often used in appraisal reports: descriptive, numerical, and analytical. Lectures on writing principles, discussions of various sections of the appraisal report, and in-class writing exercises and presentations provide guidance and practice in effective communication of a valuation analysis. Specific assignments include writing a thesis statement, summarizing data, creating effective tables, writing a conclusion, communicating highest and best use, communicating an analysis, writing a letter of transmittal, and writing a reconciliation and opinion of value. You will use data provided in case studies as the basis for writing assignments that will help them recognize and produce effective reports.

     

    Objectives:

    • Identify the nature of appraisal reports and report requirements.
    • Identify the basic principles of grammar and effective report writing.
    • Practice writing descriptive sections of appraisal reports.
    • Practice writing sections of appraisal reports that include extensive numerical material.
    • Practice writing analytical sections of appraisal reports.
    Who Should Enroll
    • Those seeking general real property appraiser certification
    • Appraisers who want to improve their writing skills
    AI CE Points
    Attend:
    175
    Attend & Pass Exam:
    225
    Pass Only:
    200
    State Approvals
    State QE/CE Course & Exam Course Only Exam Only Delivery Format Approval Format Start Date Expire Date State Code
    AK CE 28 28 Online Online 10/14/2023 06/13/2025 18763
    AK QE 30 28 2 Online Online 10/14/2023 06/13/2025 18763
    AL CE 30 28 2 Online Online 10/01/2022 09/30/2024 C02783
    AL QE 30 28 2 Online Online 10/01/2022 09/30/2024 C02783
    AR CE 30 28 2 Online Online 01/17/2023 01/25/2025
    AR QE 30 28 2 Online Online 01/17/2023 01/17/2025
    AZ CE 30 28 2 Online Online 03/11/2023 03/10/2026 59141
    AZ CE 28 28 Online Online 03/11/2023 03/10/2026 59141
    AZ CE 30 28 2 Online Online 03/10/2023 03/10/2026 59141
    AZ QE 30 28 2 Online Online 03/10/2023 03/10/2026 59141
    AZ QE 30 28 2 Online Online 03/11/2023 03/10/2026 59141
    CA CE 28 28 Online Online 02/09/2023 03/10/2026 11754190
    CA QE 30 28 2 Online Online 02/09/2023 03/10/2026 11754190
    CO CE 30 28 2 Online Online 02/13/2023 03/10/2026 2354
    CO CE 28 28 Online Online 02/13/2023 03/10/2026 2354
    CO QE 30 28 2 Online Online 02/13/2023 03/10/2026 2354
    CT CE 18 18 Online Online 03/11/2023 03/08/2026 AAL.001032
    CT QE 30 28 2 Online Online 03/11/2023 03/08/2026 APR.000291
    DC CE 28 28 Online Online 02/29/2024 02/28/2026 3156
    DC QE 30 28 2 Online Online 02/29/2024 02/28/2026 3156
    DE CE 28 28 Online Online 03/11/2023 03/10/2026 59141
    DE CE 30 28 2 Online Online 03/10/2023 03/10/2026 59141
    DE CE 30 28 2 Online Online 03/11/2023 03/10/2026 59141
    DE QE 30 28 2 Online Online 03/10/2023 03/10/2026 59141
    DE QE 30 28 2 Online Online 03/11/2023 03/10/2026 59141
    FL CE 20 20 Online Online 07/27/2023 07/26/2025 0009438
    FL QE 30 28 2 Online Online 07/27/2023 07/26/2025 0009438
    GA CE 28 28 Online Online 02/17/2023 03/10/2026 72916
    GA QE 30 28 2 Online Online 02/17/2023 03/10/2026 72915
    HI CE 28 28 Online Online 11/07/2023 12/31/2024 23-403
    HI CE 30 28 2 Online Online 11/07/2023 12/31/2024 23-403
    HI QE 30 28 2 Online Online 11/07/2023 12/31/2024 23-403
    IA CE 28 28 Online Online 02/17/2023 03/10/2026 A518-1162
    IA CE 30 28 2 Online Online 02/17/2023 03/10/2026 A518-1163
    IA QE 30 28 2 Online Online 02/17/2023 03/10/2026 A518-1164
    ID CE 28 28 Online Online 03/11/2023 03/10/2026 6743
    ID QE 30 28 2 Online Online 03/11/2023 03/10/2026 6743
    IL CE 28 28 Online Online 01/01/2023 12/31/2024 575.001640
    IL QE 30 28 2 Online Online 01/01/2023 12/31/2024 573.000571
    IN CE 30 28 2 Online Online 03/11/2023 03/10/2026 59141
    IN CE 28 28 Online Online 03/11/2023 03/10/2026 59141
    IN CE 30 28 2 Online Online 03/10/2023 03/10/2026 59141
    IN QE 30 28 2 Online Online 03/10/2023 03/10/2026 59141
    IN QE 30 28 2 Online Online 03/11/2023 03/10/2026 59141
    KS CE 28 28 Online Online 01/01/2024 12/31/2024 193.C24.R
    KS QE 30 28 2 Online Online 01/01/2024 12/31/2024 313.P24.R
    KY CE 30 28 2 Online Online 07/01/2023 06/30/2024
    KY QE 30 28 2 Online Online 07/01/2023 06/30/2024
    LA CE 28 28 Online Online 03/11/2023 03/10/2026
    LA QE 30 28 2 Online Online 03/11/2023 03/10/2026
    MA CE 28 28 Online Online 02/01/2023 03/10/2026 10051212
    MA QE 30 28 2 Online Online 05/23/2023 03/10/2026 120156
    MD CE 28 28 Online Online 03/11/2023 03/10/2026 59141
    MD CE 30 28 2 Online Online 03/10/2023 03/10/2026 59141
    MD CE 30 28 2 Online Online 03/11/2023 03/10/2026 59141
    MD QE 30 28 2 Online Online 03/11/2023 03/10/2026 59141
    MD QE 30 28 2 Online Online 03/10/2023 03/10/2026 59141
    ME CE 28 28 Online Online 03/11/2023 03/10/2026 59141
    ME CE 30 28 2 Online Online 03/10/2023 03/10/2026 59141
    ME CE 30 28 2 Online Online 03/11/2023 03/10/2026 59141
    ME QE 30 28 2 Online Online 03/11/2023 03/10/2026 59141
    ME QE 30 28 2 Online Online 03/10/2023 03/10/2026 59141
    MI CE 28 28 Online Online 03/10/2023 03/10/2026 3525
    MI QE 30 28 2 Online Online 03/10/2023 03/10/2026 3525
    MN CE 30 28 2 Online Online 08/01/2023 07/31/2025 1018768
    MN QE 30 28 2 Online Online 08/01/2023 07/31/2025 1018767
    MO CE 28 28 Online Online 02/10/2023 03/10/2026
    MO QE 30 28 2 Online Online 02/10/2023 03/10/2026
    MS CE 28 28 Online Online 05/29/2022 05/17/2025 MAB #49729
    MS QE 30 28 2 Online Online 05/29/2022 05/17/2025 MAB #49729
    MT CE 28 28 Online Online 11/19/2023 03/10/2026 REA-CEC-REC-12348
    MT QE 30 28 2 Online Online 11/19/2023 03/10/2026 REA-CEC-REC-16949
    NC QE 30 28 2 Online Online 01/01/2024 12/31/2024
    ND CE 30 28 2 Online Online 01/01/2022
    ND QE 30 28 2 Online Online 05/16/2023 03/10/2026 QE-223019
    ND QE 30 28 2 Online Online 01/23/2023 03/10/2026 QE-223019
    NE QE 30 28 2 Online Online 09/01/2019 1192467.02
    NE QE 30 28 2 Online Online 03/10/2023 03/10/2026 59141
    NE QE 30 28 2 Online Online 03/11/2023 03/10/2026 59141
    NH CE 30 28 2 Online Online 03/11/2023 03/10/2026
    NH QE 30 28 2 Online Online 03/11/2023 03/10/2026
    NJ CE 28 28 Online Online 05/18/2022 2022-3457
    NJ QE 30 28 2 Online Online 05/18/2022 2022-3457
    NM CE 28 28 Online Online 09/25/2023 03/10/2026 4331
    NM QE 30 28 2 Online Online 09/25/2023 03/10/2026 4331
    NV CE 28 28 Online Online 08/01/2023 12/31/2024 CE.0009367-A
    NV QE 30 28 2 Online Online 06/28/2023 06/30/2024 PL.0008511-A
    NY CE 28 28 Online Online 01/01/2024 12/31/2024 A5566-28
    NY QE 30 28 2 Online Online 10/01/2023 09/30/2024 Q0215 G8
    OH QE 30 28 2 Online Online 01/01/2012
    OH QE 30 28 2 Online Online 03/10/2023 03/10/2026 59141
    OH QE 30 28 2 Online Online 03/11/2023 03/10/2026 59141
    OK CE 28 28 Online Online 03/11/2023 03/10/2026 973
    OK CE 28 28 Online Online 03/11/2023 03/10/2026 973
    OK QE 30 28 2 Online Online 03/11/2023 03/10/2026 60M
    OR CE 28 28 Online Online 03/11/2023 03/10/2026 APIN-C-0223-8968
    OR QE 30 28 2 Online Online 03/11/2023 03/10/2026 APIN-Q-0223-8967
    PA CE 28 28 Online Online 02/23/2023 03/10/2026
    PA QE 30 28 2 Online Online 02/23/2023 03/10/2026
    PR CE 30 28 2 Online Online 03/11/2023 03/10/2026 59141
    PR CE 28 28 Online Online 03/11/2023 03/10/2026 59141
    PR CE 30 28 2 Online Online 03/10/2023 03/10/2026 59141
    PR QE 30 28 2 Online Online 03/10/2023 03/10/2026 59141
    PR QE 30 28 2 Online Online 03/11/2023 03/10/2026 59141
    RI CE 28 28 Online Online 03/11/2023 03/10/2026 REA.0001988-CE
    RI QE 30 28 2 Online Online 03/11/2023 03/10/2026 REA.0001988-CE
    RI QE 30 28 2 Online Online 03/11/2023 03/10/2026 REA.0001988-CE
    SC QE 30 28 2 Online Online 09/01/2022 08/31/2024 AS.1DQE-14
    SD CE 30 28 2 Online Online 08/05/2020 05/04/2026 SD 538
    SD QE 30 28 2 Online Online 11/25/2020 05/04/2026 SD538
    TN CE 28 28 Online Online 06/29/2022 05/31/2024 1501
    TN CE 30 28 2 Online Online 06/01/2024 05/31/2026 1501
    TN CE 28 28 Online Online 02/20/2024 05/31/2026 1501
    TN QE 30 28 2 Online Online 06/01/2022 05/31/2024 1501
    TN QE 30 28 2 Online Online 06/01/2024 05/31/2026 1501
    TX CE 28 28 Online Online 06/01/2023 03/31/2025 TX Provider #:10 Course #:46597
    TX QE 30 28 2 Online Online 01/01/2023 03/10/2026 TX Provider #: 8038 Course #: 27886
    UT CE 30 28 2 Online Online 05/01/2021 05/31/2025 AC230522
    UT QE 30 28 2 Online Online 09/01/2023 08/31/2025 AQ230806
    VA CE 30 28 2 Online Online 03/10/2023 03/10/2026 59141
    VA CE 30 28 2 Online Online 03/11/2023 03/10/2026 59141
    VA CE 28 28 Online Online 03/11/2023 03/10/2026 59141
    VA QE 30 28 2 Online Online 02/07/2023 02/28/2025 4006000887
    VT CE 28 28 Online Online 12/10/2020 12/10/2024
    VT QE 30 28 2 Online Online 12/10/2020 12/10/2024
    WA CE 28 28 Online Online 04/16/2023 03/10/2026 A23008202
    WA QE 30 28 2 Online Online 04/16/2023 03/10/2026 A23008202
    WI CE 30 28 2 Online Online 03/11/2023 03/10/2026 59141
    WI CE 30 28 2 Online Online 03/10/2023 03/10/2026 59141
    WI CE 28 28 Online Online 03/11/2023 03/10/2026 59141
    WI QE 30 28 2 Online Online 03/11/2023 03/10/2026 59141
    WI QE 30 28 2 Online Online 03/10/2023 03/10/2026 59141
    WV CE 28 28 Online Online 03/11/2023 03/10/2026
    WV QE 30 28 2 Online Online 03/11/2023 03/10/2026
    WY CE 30 28 2 Online Online 03/27/2023 03/10/2026
    WY QE 30 28 2 Online Online 03/27/2023 03/10/2026
    Course Objectives
    See descriptions above
    Course Details

    Program Overview:

    Online Syllabus

    Assignments:

    Yes. After you register for this class, please go to your Education and Events page for details on what you must complete BEFORE class begins.

    To access your Education and Events page, log on to the Appraisal Institute website at https://ai.appraisalinstitute.org/eweb (click on the three horizontal lines to the left of the AI logo and select “My AI Account” from the drop-down menu).

    Equipment:

    • Laptop computer, word processing software, and spreadsheet software required.
    • A four-function calculator is required, but a financial calculator is not needed.
    • The Excel spreadsheet, Part 14 Leasing Status Exercise Student Version must be downloaded during registration. Please be sure to bring this download to class


    Additional Information:

    Exam:
    You will have 90 days from the time that you complete the course to take the proctored, offline exam. Testing center locations in your area can be found by clicking on this link:www.pearsonvue.com/ai.
    Exam FAQ

    Online Course Access
    Go to www.appraisalinstitute.org and log in with the username and password you used when you registered. Click on the red “My Account” button if you are not automatically taken to your account page.
    1. Click "Education and Events" on the right navigation menu.
    2. Find the course under the “Online Courses” heading and click the “Begin” button.
    IMPORTANT NOTE: Once this button is clicked, your access length time (e.g. 90 days) will begin. Only click when you intend to start the course. If you are returning, once you have started the course, click the “Continue” button to continue.

    Technology-Based Education Student Disclaimer
    I agree to the terms and policies set forth under the Appraisal Institute Education Policy. I also certify that I am the person identified under Personal Data and that I will personally complete each assigned component of instruction and any examination(s). I understand and agree that if I misrepresent my identity or arrange for someone else to represent himself or herself as me at any time during the Appraisal Institute online course or seminar, I will be immediately removed from the course or seminar and I will not be entitled to any refund. I further understand that if I am a Designated member, Candidate for Designation, Practicing Affiliate, or Affiliate of the Appraisal Institute and participated in any misrepresentation of identity, by affirmative act or failure to act, I will be the subject of a peer review proceeding under Regulation No. 6 for violation of the Code of Professional Ethics and Standards of Professional Practice of the Appraisal Institute, and such peer review proceeding may result in termination of my Appraisal Institute membership, candidacy, and/or affiliation.

    Other Details
    For information about how on demand online education programs work, registration and cancellation policies, and other details, see our On Demand Online Education Frequently Asked Questions.

    Requirements:

    Online Education FAQ

    Additional Course Offerings
    Sponsor Date Location Format
    Tennessee Chapter May 20-23, 2024 NASHVILLE, TN Classroom View Details Register
    Appraisal Institute June 4-14, 2024 Synchronous View Details Register
    Appraisal Institute October 21-31, 2024 Synchronous View Details Register