TEAM Consulting, LLC

Leaders in Property Assessment & Valuation

Workshop Overviews


Each TEAM Consulting workshop has been developed to maximize learning and can be tailored to fit your organization's needs. See below for an overview of our workshop offerings.  Contact the workshop instructor(s) for more information or to schedule a seminar or workshop. Find a complete listing of our instructors here.

TEAM Consulting also offers many of the workshops materials as a self-study program, which you can learn at your own pace. The workshops that are available as self-study program are indicated. The entire workshop, including the study program, examination and examination answers, are provided in pdf format.  Simply complete and return your order form with payment by mail, and the workshop materials will be emailed to you.  Order your copy of a Workshop today!


Unique and Challenging Homes – 1 day (New 2015)
Authors: Marion Johnson, CAE & Rick Stuart, CAE

This one-day workshop deals with unique and challenging home appraisal problems and by use of case studies and actual market data, steps the participants through the appraisal process of measuring value and/or value loss on such unique properties as tiny homes, container homes, straw bale homes and many more.

Available as a Self Study Program



Mass Appraisal Analysis & Benchmarks – 1 day (Revised 2017)
Authors:  Fred Chmura, AAS & Rick Stuart, CAE

This one-day workshop is designed to help refresh the mass appraisal technics used in the valuation process and also to help establish some processes and procedures for unusual or more challenging events. Topics discussed include: USPAP, Scope of Work, Mass Appraisal, Market Value, Highest and Best Use Analysis, Neighborhood Analysis, Benchmarks, Sales Validation, Sales Ratio Analysis, Sales Chasing and Trending.


Development of Capitalization Rates – 1 day (New 2015)
Authors: Marion Johnson, CAE & Rick Stuart, CAE

When using the income approach to estimate the value of real estate one of the components that will need to be determined by the assessor/appraiser is the capitalization rate. This workshop will explore the difference between capitalization rates used in direct capitalization and a yield rate used in yield capitalization.  We will discuss the difference between an overall capitalization rate, a land capitalization rate and a building capitalization rate along with some other common terms used in capitalization rates discussion such as unloaded versus loaded capitalization rates, terminal capitalization rates.

Available as a Self Study Program

      

Collection, Interpretation and Model Building of Income and Expense Data - 1 or 2 Day (Revised  2015)

Author: Rick Stuart, CAE

This workshop is designed for appraisers in the reconstruction and interpretation of income and expense statements. The workshop concentrates on the following areas: Income approach definition and formulas, forms and methods for data gathering and additional sources, templates for storing and using data, review of reconstructing income and expense statements, extraction and development of the capitalization rate, data analysis, interpretation and model building, and testing the income models.


 

Contamination & Valuation Issues Workshop – 1 day (Revised 2017)

Authors: Marion Johnson, CAE & Rick Stuart, CAE

This one-day workshop deals with unique appraisal problems resulting from contamination and other issues.  The workshop uses case studies developed from actual market data, steps the participants through the appraisal process of measuring value and/or value loss. Topics include mold, mercury, meth labs, asbestos, ground contamination, oil spills, fracking, sinkholes, Chinese drywall, laminate flooring, snake infestations and stigma. This workshop discusses how to establish and use benchmarks from the market.

Available as a Self Study Program


Valuation of Barndominiums – 1 day (Revised 2017)
Authors: Marion Johnson, CAE & Rick Stuart, CAE

Purpose of this workshop is to provide some guidance and suggestions on the process of analysis and valuation of metal buildings converted to living areas.  What we call Barndominiums. These are structures that appear to be metal clad farm buildings but part or all the structure has been finished on the interior and used as living area. Some are used as temporary living area while the owners construct a new stick-built home, while others are built as a permanent residence. The framing can be pole or steel.
Available as a Self Study Program
 
Senior Housing Valuation Workshop – 1 day (Revised 2017)
Author: Brad Eldridge, MAI

The Senior Housing Valuation Workshop provides an overview of and valuation guidelines for the four main types of senior housing (Independent Living, Assisted Living, Skilled Nursing, and Continuum of Care Retirement Facilities). The seminar also addresses Alzheimer/Dementia care units in the various property types. 

Specific topics include: Property Rights; Components/Allocation of Value; Ownership Types; Market Analysis; Property Data and Analysis; Cost Approach; Sales Comparison (Market) Approach; and Income Approach. Due to the fact the valuation of senior housing properties are income driven, significant time will be spent on the Income Approach to value, with emphasis on the collection and analysis of rent, occupancy, demographic, income/expense, and capitalization rate data. Examples include single property and mass appraisal applications.



Appraising After a Disaster or in Traumatic Events – 1 day (Revised 2016)
Authors: Marion Johnson, CAE & Rick Stuart, CAE

Stuff happens! Assessment officials are constantly faced with appraising property after a disaster – whether natural or man-made. Disasters discussed in this workshop will help you make some preparations in advance and possibly provide a blueprint in case your jurisdiction becomes affected by a disaster. Disasters are traumatic events but for the assessor’s not all traumatic events are disasters. In this workshop we will also provide some examples of extreme growth or economic changes and some steps that an assessor/appraiser can use to help make these extreme changes manageable. These traumatic events are a separate issue from disasters.
Available as a Self Study Program

Valuation of Self Storage Properties – 1 day (Revised 2017)
Authors: Marion Johnson, CAE & Rick Stuart, CAE
Almost every assessment jurisdiction has some type of self storage property on their assessment roll. Purpose of this workshop is to provide guidance and suggestions on the valuation process of self storage properties. The workshop will look at the different classifications of self storage and how all three approaches to value can be used to value these types of properties. Month-to-month leasing, the impact of new supply, reliance on external demand generators and management intensity all make analysis and valuation of these properties difficult. Also, included is some information on what authorities in the field say lies ahead for the industry. Several EXCEL spreadsheets and templates are included in this material to help in analysis and valuation.
Available as a Self Study Program


Valuation of Lodging Properties – 1 day (Revised 2017)
Authors: Marion Johnson, CAE & Rick Stuart, CAE
Purpose of this workshop is to provide guidance and suggestions on the valuation process
of lodging properties including hotel/motel properties. The workshop will look at the different classifications of hotel/motel properties, lodging terminology and how all three approaches to value can be used to value these types of properties. The workshop will also provide some internet web sites where additional information on the hotel/motel industry can be discovered. Also, included is some information on what authorities in the field say lies ahead for the industry in the upcoming year or two.
Available as a Self Study Program

 
Valuation of Historic Properties – 1 day (Revised 2017)
Authors: Marion Johnson, CAE & Rick Stuart, CAE
The purpose of this workshop is to provide some guidance and suggestions on process of data collection and analysis of historic properties. Information from various sources and areas of the United States will be used to help establish some processes and procedures to determine if the market reacts differently to historic versus non-historic properties.

Topics discussed are: USPAP, background information on National Register of Historic Places, definitions and designation as an historic place, websites and data sources, highest and best use analysis, review of economic principles and the three approaches to value.
Available as a Self Study Program

 
 
Preparation & Presenting a Valuation Appeal Workshop – 1 day (Revised 2016)
Authors: Marion Johnson, CAE & Rick Stuart, CAE
Purpose of this workshop is to provide guidance and suggestions on the preparation and presentation of a valuation appeal from an assessor/appraiser perspective. The workshop will look at all levels of appeals including informal level, secondary level also referred to as formal level appeals (boards of equalization and state tax courts) and judicial appeals (district courts and court of appeals). Information from actual residential and commercial appeal documentation will be used to help illustrate some processes and procedures.

Topics discussed: USPAP review, general information, and the appeal process, appeal preparation, presentation of appeals, residential valuation report, sample template and commercial valuation report.
Available as a Self Study Program

 
Valuation of Big Box Workshop – 1 day (Revised 2017)
Author: Marion Johnson, CAE & Rick Stuart, CAE
The purpose of this workshop is to provide guidance and suggestions on the valuation process of big box properties. Information from actual appraisals of big box properties will be utilized to help illustrate some processes and procedures. Topics discussed include: USPA preview, general information, market value versus value in use, highest and best use analysis, land valuation, the cost approach, the sales comparison approach and the income approach.
Available as a Self Study Program

 
Valuation of Fast Food Restaurants Workshop – 1 day (Revised 2015)
Author: Marion Johnson, CAE  & Rick Stuart, CAE
The purpose of this workshop is to provide guidance and suggestions on the valuation process of fast food restaurant properties. Information from actual appraisals of fast food properties will be utilized to help illustrate some processes and procedures. Topics discussed include: USPAP review, general information, market value versus value in use, highest and best use analysis, land valuation, the cost approach, the sales comparison approach and the income approach.
Available as a Self Study Program

 
Valuation of Green Residential Buildings Workshop Overview – 1 Day (New 2016)
Authors: Marion Johnson, CAE & Rick Stuart, CAE
Purpose of this workshop is to provide some guidance and suggestions on the process of analysis and valuation of green residential buildings. Information from various areas of the U.S. will be used to help establish some processes and procedures. Images and property characteristics of sold properties will be used.
Available as a Self Study Program


Valuation of Green Commercial Buildings Workshop Overview – 1 Day (New 2016)
Authors: Marion Johnson, CAE & Rick Stuart, CAE
Purpose of this workshop is to provide some guidance and suggestions on the process of data collection and analysis of green commercial buildings from various areas of the U.S. Images and property characteristics of sales and listed properties plus data relating to income and expenses and the related market value will be used.
 

Valuation of High-End & Difficult Homes Workshop – 1 day (Revised 2017)
Authors: Marion Johnson, CAE & Rick Stuart, CAE
Purpose of this workshop is to provide some guidance and suggestions on the process of data collection and analysis of high-end and difficult residential properties. Information from various areas of the U.S. will be used to help establish some processes and procedures. Images and property characteristics of sales and listed properties will be used. Topics discussed include: USPAP review, general information, cost approach, sales comparison approach, income approach, non-value analysis and articles of interest.
Available as a Self Study Program


Low-End Residential Properties – 1 day (Revised 2017)
Authors: Marion Johnson, CAE & Rick Stuart, CAE
The purpose of this workshop is to provide assistance in the valuation of low-end and difficult residential properties that often create valuation issues. It is not unusual that these types of properties when sold have a sales ratio considerably higher than 1.00 and a very regressive PRD (Price-Related Differential). Discussion and data will center on lower valued residential properties and income and value associated with rental properties. The workshop will conclude with definitions and value issues on manufactured homes, modular homes and odd and unusual homes.
Available as a Self Study Program


Valuation of Residential Land – 1 day (Revised 2016)

Authors: Marion Johnson, CAE & Rick Stuart, CAE
This one-day workshop will provide some guidance and suggestions on the process of valuing vacant residential land. Information from various areas of the U.S. will be used to help establish some processes and determination of various influence factors. EXCEL spreadsheets will be used to help build a database of sales and use in calculating influence factors. Topics to be covered are: USPAP review, general land information, site analysis, land valuation methods, land influence factors, calculating adjustments, modified cost of development method, supporting documentation and recent land value article.
Available as a Self Study Program

 
Valuation of Manufactured Homes Workshop – 1 day (Revised 2013)
Authors: Marion Johnson, CAE & Rick Stuart, CAE
This one-day workshop is designed to provide historical and current data to assist in the evaluation of Manufactured Homes. Topics for this session include history, trends, how to distinguish between manufactured homes, modular homes, panelized homes and pre-cut or kit homes, financing and Internet sources for research and information. All three approaches to value will be discussed and examples given. Considerable time will be spent on developing replacement cost new from the marketplace, comparing to cost manuals and calculating indexes. Depreciation and gross rent multipliers will be extracted from actual market data. Actual sales will be used to compare to cost manual value estimates and the workshop will conclude with two sections on questions and answers from assessors/appraisers and potential owners of manufactured homes.
Available as a Self Study Program


Valuation of Mobile Home Parks Workshop – 1 day (Revised 2014)
Authors: Rick Stuart, CAE
This one-day workshop is designed to provide historical and current data to assist in the valuation of manufactured home parks. The purpose of the workshop is to provide guidance and suggestions on the process of data analysis and valuation of manufactured home parks or communities. Information from various sources and areas of the United States are used to help establish processes and procedures. Some of the sources include links to the FannieMae database to find properties in your jursidication that have FannieMae loans and some appraisal information associated with the loan. Additional updated expense ratios and forms for collecting property characteristics for valuation purposes. All three approaches to value will be discussed and examples given.
Available as a Self Study Program


Residential Quality, Condition and Effective Age
Workshop – 1 or 2 day (Revised 2014)
Author: Rick Stuart, CAE
This workshop will review the characteristics that determine construction quality for residential properties by use of the Marshall & Swift Valuation Service. House images will be included in the presentation and will lead to extensive classroom participation. Actual construction costs will also be considered as a guide to determining quality. Images will also assist in the discussion on rating homes for condition in relationship to the definition and description for each condition rating. The determination of condition will lead directly into calculations for effective age. Effective age will be defined and demonstrated on how to extract it from the market. Several data sets will be provided for the students to calculate effective age and how to use for the development of a depreciation or percent good table. Topics discussed are: USPAP review, cost approach, quality, condition, physical deterioration using effective age, functional obsolescence, external obsolescence and depreciation and effective age extraction. 

Residential Quality Rating Guidebook – 1/2 day (New 2017)

Author: Rick Stuart, CAE
This workshop was designed to follow the workshop titled Residential Quality, Condition and Effective Age – either the one-day or two-day. The purpose of this workshop is to provide assistance and guidelines on how jurisdictions can create their own residential quality rating guidebook. Creation of the guidebook will assist in consistency within staff and provides a valuable training tool for new staff. The class will be broken into teams and quality ratings established and compared with other teams. Students will be given a flash drive with a number of photos to work with. Students should bring a laptop or at least one laptop for each three members from each office.


Residential Quality Rating Guidebook – 1 day (New 2017)

Author: Rick Stuart, CAE
This workshop was designed to follow the workshop titled Residential Quality, Condition and Effective Age – either the one-day or two-day. The purpose of this workshop is to provide assistance and guidelines on how jurisdictions can create their own residential quality rating guidebook. Creation of the guidebook will assist in consistency within staff and provides a valuable training tool for new staff. The class will be broken into teams and quality ratings established and compared with other teams. Students will be given a flash drive with a number of photos to work with. Students should bring a laptop or at least one laptop for each three members from each office.




Reconstructing Income & Expense Statements – 1 or 2 day (Revised 2014)
Author: Rick Stuart, CAE
Purpose of this workshop is to provide some guidance and suggestions on the process of developing an effective income and expense form, review of the income approach, establishing operating expense ratios as part of the review process and analyzing income and expense statements for allowable and non-allowable expenses. Topics discussed include: USPAP review, income approach definition and formulas, forms and methods for data gathering and additional sources, templates for storing and using data, review of reconstructing income and expense statements and data analysis and interpretation.
Available as a Self Study Program

 
The Art of Making a Powerful Presentation – 1 day (New 2009)
Authors: George Donatello, CMS & Rick Stuart, CAE
Nothing can be more powerful than face-to-face communication, particularly if the message is well researched and the delivery is good and completed with confidence. What a Greek leader Pericles said more than 2,500 years ago is still true today, “One who forms a judgment on any point but cannot explain it clearly might as well never have thought at all on the subject.”
 
Good delivery will be shown as a combination of both verbal and non-verbal communication. The physical delivery of a presentation will generally not be great the first time or two it is delivered. However, there is no substitute for experience.  Experience will help the presenter know when to emphasize points, pause, change voice reflection, make body movement and gestures, when to change facial expressions and when to recognize that a point was not understood. Making a presentation is an art and not a science. Multiple people can deliver the same presentation with differing results.
What we hope to accomplish in this workshop is the process of preparation, the gathering of knowledge and the development of confidence that you can master ‘The Art of Making a Powerful Presentation.’  Other sections are: Taking inventory, overcoming anxiety, preparing the presentation, making the presentation, you are in charge and what an audience knows.
 
How to be a Better Manager – 1 or 2 day (Revised 2014)
Authors: Marion Johnson, CAE & Rick Stuart, CAE
This two-day workshop is designed to help participants become a better manager—or if just starting in the manager position, to provide guidelines and suggestions on how to be successful. Topics covered include planning and organizing, budgeting, personnel and communication issues, dealing with difficult people, dealing with legislators, consensus building and stress management. This is an interactive workshop that allows and encourages actual situations from the instructor and the student. Various forms and examples are provided to help the participant develop a procedure manual for the assessment office.
Available as a Self Study Program

 
Public Relations & Customer Service
This workshop can be any length of time, from 1.5 hours to all day. (Revised 2017)
Author: Rick Stuart, CAE
This workshop is designed to assist in the development, implementation and review of a public relations and customer service program. The workshop gives examples of how to be successful, what to avoid, and how to be responsive to the customer. Through the introduction of these various topics, tips and guidelines on application, plus a blend of humor and some good participation, everyone will be reminded of the need for good public relations and customer service. Topics to be discussed are: what are public relations and why is it necessary, public relation objective, constant public relations, develop a plan, targeting and reaching your audience, implement the plan, newspapers, press releases, speaking engagements, results of public relations and customer service objectives.

 
How to Teach Adult Students – 1/2 day (New 2015)
Author: Rick Stuart, CAE
If you need a challenge in life, this could be it. There is nothing more rewarding to an instructor than to see the proverbial lightbulb go on when a student grasps what you are telling them or when students use the classroom to advance their careers. Along with those successes come some tough moments when you wished you could have done more. This one-day workshop will identify what an adult student is, their concerns and fears, and how to help them be successful in the classroom setting. This workshop can also be used as a train-the-trainer session.