General Appraiser Report Writing and Case Studies
Register- Date
- October 6-9, 2025
- Time
- 8:00AM - 4:00PM (EST)
- Sponsor
- Philadelphia Metropolitan Chapter
- Location
- Giant Community Center
315 York Road
Willow Grove, PA 19090
- Instructor
- Mark V. Smeltzer, Sr., MAI, SRA, AI-GRS, AI-RRS
- Class Time
- 28 hours
- Exam Time
- 2 Hours
- Full Price
- $650.00
- AI Price
- $550.00
Enroll by October 6!
View Pricing Options
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.
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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 | Classroom | Classroom | 04/05/2022 | 06/13/2025 | 18763 | |
AK | QE | 30 | 28 | 2 | Classroom | Classroom | 04/05/2022 | 06/13/2025 | 18763 |
AR | CE | 28 | 28 | Classroom | Classroom | 04/13/2024 | 04/11/2026 | A1066 | |
AR | QE | 30 | 28 | 2 | Classroom | Classroom | 04/13/2024 | 04/11/2026 | A1066 |
AZ | CE | 28 | 28 | Classroom | Classroom | 01/01/2022 | 06/13/2025 | 79268 | |
AZ | CE | 30 | 28 | 2 | Classroom | Classroom | 01/01/2022 | 06/13/2025 | 79268 |
AZ | QE | 30 | 28 | 2 | Classroom | Classroom | 01/01/2022 | 06/13/2025 | 79268 |
CA | CE | 28 | 28 | Classroom | Classroom | 02/03/2023 | 02/02/2027 | 07754115 | |
CA | QE | 30 | 28 | 2 | Classroom | Classroom | 02/03/2023 | 02/02/2027 | 07754115 |
CO | CE | 30 | 28 | 2 | Classroom | Classroom | 03/25/2022 | 06/13/2025 | 2172 |
CO | CE | 28 | 28 | Classroom | Classroom | 03/25/2022 | 06/13/2025 | 2172 | |
CO | QE | 30 | 28 | 2 | Classroom | Classroom | 03/25/2022 | 06/13/2025 | 2172 |
CT | CE | 28 | 28 | Classroom | Classroom | 04/13/2022 | 04/13/2025 | AAL.000927 | |
CT | QE | 30 | 28 | 2 | Classroom | Classroom | 04/13/2022 | 04/13/2025 | APR.000253 |
DC | CE | 28 | 28 | Classroom | Classroom | 02/29/2024 | 02/28/2026 | 6112 | |
DC | QE | 30 | 28 | 2 | Classroom | Classroom | 02/29/2024 | 02/28/2026 | 6111 |
DE | CE | 28 | 28 | Classroom | Classroom | 01/01/2022 | 06/13/2025 | 79268 | |
DE | CE | 30 | 28 | 2 | Classroom | Classroom | 01/01/2022 | 06/13/2025 | 79268 |
DE | QE | 30 | 28 | 2 | Classroom | Classroom | 01/01/2022 | 06/13/2025 | 79268 |
FL | QE | 30 | 28 | 2 | Classroom | Classroom | 10/25/2023 | 10/24/2025 | 0008054 |
GA | CE | 28 | 28 | Classroom | Classroom | 06/25/2007 | 06/13/2025 | 74115 | |
GA | CE | 30 | 28 | 2 | Classroom | Classroom | 04/26/2007 | 06/13/2025 | 74115 |
GA | QE | 30 | 28 | 2 | Classroom | Classroom | 04/26/2007 | 06/13/2025 | 74115 |
HI | CE | 30 | 28 | 2 | Classroom | Classroom | 06/13/2022 | 06/13/2025 | 22-237, 23-379 |
HI | CE | 28 | 28 | Classroom | Classroom | 06/13/2022 | 06/13/2025 | 22-237, 23-379 | |
HI | QE | 30 | 28 | 2 | Classroom | Classroom | 01/01/2024 | 06/13/2025 | 23-379 |
IA | CE | 28 | 28 | Classroom | Classroom | 04/05/2022 | 06/13/2025 | A518-1235 | |
IA | CE | 30 | 28 | 2 | Classroom | Classroom | 04/05/2022 | 06/13/2025 | A518-1236 |
IA | QE | 30 | 28 | 2 | Classroom | Classroom | 04/05/2022 | 06/13/2025 | A518-1237 |
ID | CE | 30 | 27 | 3 | Classroom | Classroom | 03/29/2022 | 06/13/2025 | |
ID | QE | 30 | 28 | 2 | Classroom | Classroom | 03/29/2022 | 06/13/2025 | |
IL | CE | 28 | 28 | Classroom | Classroom | 01/01/2023 | 12/31/2026 | 575.010496 | |
IL | QE | 30 | 28 | 2 | Classroom | Classroom | 01/01/2023 | 12/31/2026 | 573.000477 |
IN | CE | 30 | 28 | 2 | Classroom | Classroom | 01/01/2022 | 06/13/2025 | 79268 |
IN | CE | 28 | 28 | Classroom | Classroom | 01/01/2022 | 06/13/2025 | 79268 | |
IN | QE | 30 | 28 | 2 | Classroom | Classroom | 01/01/2022 | 06/13/2025 | 79268 |
KS | CE | 28 | 28 | Classroom | Classroom | 01/01/2024 | 12/31/2024 | 192.C24.R | |
KS | QE | 30 | 28 | 2 | Classroom | Classroom | 01/01/2024 | 12/31/2024 | 312.P24.R |
KY | CE | 28 | 28 | Classroom | Classroom | 07/01/2024 | 05/30/2025 | ||
KY | QE | 30 | 28 | 2 | Classroom | Classroom | 07/01/2024 | 05/30/2025 | |
LA | CE | 28 | 28 | Classroom | Classroom | 09/09/2019 | |||
LA | QE | 30 | 28 | 2 | Classroom | Classroom | 09/09/2019 | ||
MA | CE | 30 | 28 | 2 | Classroom | Classroom | 06/14/2022 | 06/13/2025 | 120139 |
MA | CE | 28 | 28 | Classroom | Classroom | 04/05/2022 | 06/13/2025 | 120139 | |
MA | QE | 30 | 28 | 2 | Classroom | Classroom | 06/14/2022 | 06/13/2025 | 120078 |
MD | CE | 30 | 28 | 2 | Classroom | Classroom | 01/01/2022 | 06/13/2025 | 79268 |
MD | CE | 28 | 28 | Classroom | Classroom | 01/01/2022 | 06/13/2025 | 79268 | |
MD | QE | 30 | 28 | 2 | Classroom | Classroom | 01/01/2022 | 06/13/2025 | 79268 |
ME | CE | 28 | 28 | Classroom | Classroom | 01/01/2022 | 06/13/2025 | 79268 | |
ME | CE | 30 | 28 | 2 | Classroom | Classroom | 01/01/2022 | 06/13/2025 | 79268 |
ME | QE | 30 | 28 | 2 | Classroom | Classroom | 01/01/2022 | 06/13/2025 | 79268 |
MI | CE | 28 | 28 | Classroom | Classroom | 08/25/2022 | 06/13/2025 | 1013 | |
MI | QE | 30 | 28 | 2 | Classroom | Classroom | 08/25/2022 | 06/13/2025 | 1013 |
MN | CE | 30 | 28 | 2 | Classroom | Classroom | 06/01/2023 | 05/31/2025 | 1002464 |
MO | CE | 30 | 28 | 2 | Classroom | Classroom | 06/14/2022 | 06/13/2025 | |
MO | QE | 30 | 28 | 2 | Classroom | Classroom | 06/14/2022 | 06/13/2025 | |
MS | CE | 28 | 28 | Classroom | Classroom | 04/29/2024 | 06/13/2025 | MAB #7285 | |
MS | QE | 30 | 28 | 2 | Classroom | Classroom | 04/29/2024 | 06/13/2025 | MAB #7285 |
MT | CE | 28 | 28 | Classroom | Classroom | 01/09/2022 | 01/12/2025 | REA-CEC-REC-14627 | |
MT | QE | 30 | 28 | 2 | Classroom | Classroom | 01/09/2022 | 01/12/2025 | REA-CEC-REC-14627 |
NC | QE | 30 | 28 | 2 | Classroom | Classroom | 01/01/2024 | 12/31/2024 | |
ND | CE | 30 | 28 | 2 | Classroom | Classroom | 06/06/2007 | QE2706 | |
ND | QE | 30 | 28 | 2 | Classroom | Classroom | 06/06/2007 | QE2706 | |
NE | QE | 30 | 28 | 2 | Classroom | Classroom | 11/19/2018 | 1181447.02 | |
NH | CE | 28 | 28 | Classroom | Classroom | 05/11/2022 | 06/13/2025 | ||
NH | CE | 30 | 28 | 2 | Classroom | Classroom | 05/11/2022 | 06/13/2025 | |
NH | QE | 30 | 28 | 2 | Classroom | Classroom | 06/14/2023 | 06/13/2025 | |
NJ | CE | 28 | 28 | Classroom | Classroom | 04/20/2022 | 2022-3451 | ||
NJ | QE | 30 | 28 | 2 | Classroom | Classroom | 04/20/2022 | 2022-3451 | |
NM | CE | 28 | 28 | Classroom | Classroom | 03/25/2022 | 06/13/2025 | 4071 | |
NM | CE | 30 | 28 | 2 | Classroom | Classroom | 03/25/2022 | 06/13/2025 | 4071 |
NM | QE | 30 | 28 | 2 | Classroom | Classroom | 03/25/2022 | 06/13/2025 | 4071 |
NV | CE | 30 | 28 | 2 | Classroom | Classroom | 11/04/2024 | 10/31/2025 | CE.0009809-A |
NY | CE | 28 | 28 | Classroom | Classroom | 01/01/2024 | 12/31/2024 | A3040-28 | |
NY | QE | 30 | 28 | 2 | Classroom | Classroom | 10/01/2024 | 09/30/2025 | Q0215-G8 |
OH | CE | 27 | 27 | Classroom | Classroom | 01/01/2024 | 12/31/2024 | 084400404A 22 | |
OH | QE | 30 | 28 | 2 | Classroom | Classroom | 05/03/2007 | 06/13/2025 | 79268 |
OK | CE | 28 | 28 | Classroom | Classroom | 06/03/2022 | 06/13/2025 | 740 | |
OK | QE | 30 | 28 | 2 | Classroom | Classroom | 06/03/2022 | 06/13/2025 | 634 |
OR | CE | 28 | 28 | Classroom | Classroom | 05/17/2022 | 06/13/2025 | APIN-Q-0522-8929 | |
OR | QE | 30 | 27 | 3 | Classroom | Classroom | 05/17/2022 | 06/13/2025 | APIN-Q-0522-8929 |
PA | CE | 28 | 28 | Classroom | Classroom | 04/07/2022 | 06/12/2025 | ||
PA | QE | 30 | 28 | 2 | Classroom | Classroom | 04/07/2022 | 06/13/2025 | |
PR | CE | 28 | 28 | Classroom | Classroom | 01/01/2022 | 06/13/2025 | 79268 | |
PR | CE | 30 | 28 | 2 | Classroom | Classroom | 01/01/2022 | 06/13/2025 | 79268 |
PR | QE | 30 | 28 | 2 | Classroom | Classroom | 01/01/2022 | 06/13/2025 | 79268 |
RI | CE | 28 | 28 | Classroom | Classroom | 04/01/2022 | 06/13/2025 | REA.0001857-CE | |
RI | QE | 30 | 28 | 2 | Classroom | Classroom | 04/01/2022 | 06/13/2025 | REA.0001857-CE |
SC | CE | 30 | 28 | 2 | Classroom | Classroom | 09/01/2024 | 08/31/2026 | AC . 2021 |
SC | QE | 30 | 28 | 2 | Classroom | Classroom | 09/01/2024 | 08/31/2026 | AC . 2021 |
SD | CE | 30 | 28 | 2 | Classroom | Classroom | 05/04/2023 | 05/04/2026 | SD 448 |
SD | QE | 30 | 28 | 2 | Classroom | Classroom | 05/04/2023 | 05/04/2026 | SD 448 |
TN | CE | 28 | 28 | Classroom | Classroom | 06/01/2023 | 05/31/2025 | 1082 | |
TN | CE | 30 | 28 | 2 | Classroom | Classroom | 05/01/2024 | 04/30/2026 | 2582 |
TN | QE | 30 | 28 | 2 | Classroom | Classroom | 06/01/2023 | 05/31/2025 | 1082 |
TX | QE | 30 | 28 | 2 | Classroom | Classroom | 06/13/2022 | 06/13/2025 | TX Provider #:8038 Course #:49582 |
UT | CE | 30 | 30 | Classroom | Classroom | 09/01/2023 | 08/31/2025 | AQ220306 | |
UT | QE | 30 | 28 | 2 | Classroom | Classroom | 03/15/2022 | 03/31/2026 | AQ220306, AQ240308 |
VA | CE | 28 | 28 | Classroom | Classroom | 01/01/2022 | 06/13/2025 | 79268 | |
VA | CE | 30 | 28 | 2 | Classroom | Classroom | 01/01/2022 | 06/13/2025 | 79268 |
VA | QE | 30 | 28 | 2 | Classroom | Classroom | 12/01/2023 | 11/30/2025 | 4006000481 |
VT | CE | 28 | 28 | Classroom | Classroom | 04/26/2022 | 04/26/2026 | ||
VT | QE | 30 | 28 | 2 | Classroom | Classroom | 04/01/2022 | 04/01/2026 | |
WA | CE | 28 | 28 | Classroom | Classroom | 04/08/2022 | 06/13/2025 | A2015 | |
WA | QE | 30 | 28 | 2 | Classroom | Classroom | 04/08/2022 | 06/13/2025 | A2015 |
WI | CE | 30 | 28 | 2 | Classroom | Classroom | 01/01/2022 | 06/13/2025 | 79268 |
WI | CE | 28 | 28 | Classroom | Classroom | 01/01/2022 | 06/13/2025 | 79268 | |
WI | QE | 30 | 28 | 2 | Classroom | Classroom | 01/01/2022 | 06/13/2025 | 79268 |
WV | CE | 28 | 28 | Classroom | Classroom | 06/23/2022 | 06/13/2025 | ||
WV | QE | 30 | 28 | 2 | Classroom | Classroom | 04/04/2022 | 06/13/2025 | |
WY | CE | 28 | 28 | Classroom | Classroom | 03/30/2022 | 03/30/2025 | ||
WY | QE | 30 | 28 | 2 | Classroom | Classroom | 03/30/2022 | 03/30/2025 |
Course Objectives
Course Details
Program Overview:
Table of Contents and Overview
Course Schedule
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:
Course Materials Include:
- Course Handbook (522 pp.)
- Solutions Booklet (136 pp.)
- Student Letter (1 p.)
- Quick Grammar Guide Laminated Handout (2 pp.)
- DOWNLOAD ONLY: Part_14_Leasing_Status_Exercise_Student_Version_Before (EXCEL file 68 KB)
Required and/or Recommended Equipment:
- A laptop computer is required.
- 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.
- Free Review:
Using a Financial Calculator: Formulas, Symbols, Math Review, and Sample Problems ; and Financial Calculator Practice Exercises . - For additional help with the HP-12C calculator, take our online seminar
Using Your HP-12C Financial Calculator. - HP-12C calculator User’s Manual.
You will be asked to clear the calculator’s memory before and after the examination. Only one calculator is permitted in the testing room. Examinees taking most AI exams may bring their own calculator to use during the exam. Laptops, cellular phones, tablets, iPads, wearable technology (smart watch, Apple Watch, Google Glass, etc.), and other devices that can store data or connect to the Internet are NOT permitted during the exam. In addition, all watches, wallets, bags, and purses must be removed and stored out of reach prior to taking the exam.
Requirements:
None specified
Prerequisites
- 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 Site Valuation and Cost Approach
- General Appraiser Sales Comparison Approach
- General Appraiser Income Approach/Part 1
- General Appraiser Income Approach/Part 2
Course Materials & Recommended Books
Pricing Options
Rate | Full Price | AI Price |
---|---|---|
Standard
Today thru 10/06/2025 |
$650.00 | $550.00 |
Have Exam Questions?
Additional Course Offerings
Sponsor | Date | Location | Format | ||
---|---|---|---|---|---|
Appraisal Institute | On Demand | Online | View Details | Register | |
Massachusetts Rhode Island and Maine Chapter | May 7-10, 2025 | Braintree, MA | Classroom | View Details | Register |
Chicago Chapter | November 10-13, 2025 | Chicago, IL | Classroom | View Details | Register |