About this Event
CE Class: Certified Real Estate Advisor
Sponsored by NEO Home Loans
Speaker: Edgardo Balentine, Branch Manager, NEO Home Loans
This in-person only event is intended to equip real estate professionals to be more effective trusted advisors to home buyers, home sellers, and strategic partners. It is divided into two three-hour sections with a one-hour lunch break between each three-hour segment. The entire class will satisfy 6 CE credits.
Lunch will be provided.
Real Estate Advisor Part 1 Learning Objectives:
To help real estate professionals better understand:
1. Housing supply in the current market, and how this impacts house prices.
2. Housing demand in the current market, and how this impacts house prices.
3. How to tell if it’s a buyer’s market or seller’s market, and why it matters.
4. A comparison of today’s market with the conditions that existed in 2007-2009, and why it
matters to clients who have concerns about buying or selling under current market
conditions.
5. Housing affordability in the current market, and why mortgage rates fluctuate.
6. How the Federal Reserve impacts mortgage rates, and why it matters.
7. How inflation impacts mortgage rates and house prices.
8. How to conduct a buy vs. rent analysis for a potential home buyer.
Real Estate Advisor Part 2 Learning Objectives:
To help real estate professionals better understand:
1. How the mortgage deduction, standard deduction, and SALT caps impact home buyers.
2. How tax basis works, and how to calculate capital gain when selling a real estate property.
3. How home sellers are impacted by the capital gains tax on primary residences and vacation
homes, including a better understanding of the primary residence exclusion.
4. What happens from a capital gains tax perspective when you convert a primary home into a
rental home (or vice versa).
5. How investment properties are taxed, including a better understanding of the passive
income and loss rules, Depreciation, and 1031 Exchanges.
6. How to calculate Cap Rate and NOI, and why it matters when working with real estate
investors.
7. How to calculate cash-on-cash rate of return, and when to use that metric with real estate
investors.
8. How to calculate internal rate of return, and when to use that metric with real estate
investors (including how to use the IRR calculator that’s included with the course).
9. The seven steps to profitable real estate investment, and how to help clients make more
informed real estate investment decisions.
10. How to have more impactful client consultations and make suitable real estate
recommendations for clients taking into account everything you learned in this course.
Event Venue & Nearby Stays
Bonita Springs-Estero REALTORS, 25300 Bernwood Drive, Bonita Springs, United States
USD 10.00
