Past Events

2021 Calendar of Events

A Taste of CCIM Course 3 April 12 @ Zoom Meeting
Apr 12 @ 10:30 am – 12:00 pm


IRR, NOI, PV, Cap Rate, PMT – these acronyms represent some of the concepts used to analyze commercial real estate investments. If you have heard some of these mysterious com-bination of letters, but don’t quite understand what they mean, plan to join us April 12 for the third in a series of webinars called A Taste of CCIM.

The CCIM Institute is recognized as the world leader in providing education and resources for the professionals engaged in the various occupations using CRE analysis. Its Northern California Chapter is partnering with area Realtor associations to launch this series of courses specifically geared toward residential brokers and agents.

Each webinar will explore a single concept taken from CCIM courses and using a actual case study. The instructor will walk you through some of the methodology used to apply the concept to understand a key aspect of the investment’s value.
Instructor Davide Pio, CCIM, is a broker specializing in multifamily investments in the Bay Area. He works with investors from around the world, and has sold or leased over $150-million in commercial real estate throughout his career.

TIME: Monday, April 12, 10:30 – 11:30 AM
Zoom Webinar
PRICE: $25 for Realtors and members of NorCalCCIM and AREAA
$50 Non-Members


After the course you will be sent a link to the video presentation for review.

Students will receive a discount for CCIM’s Foundations For Success in Commercial Real Estate, a 10-hour course scheduled for April 27-29, 2021.






Forecast: Good, Bad & Ugly April 13 10 am @ Zoom Meeting
Apr 13 @ 10:00 am – 11:00 am

What happens when you combine incredible human innovation with political incompetence?  You get an economic outlook that combines the good, the bad and the ugly.

Join us next Tuesday, April 13 as Norm Miller shares his unique perspective on where the economy is headed post Donald Trump and COVID 19.

Dr. Miller is the chair of the Real Estate Finance Department at the University of San Diego.  He is also co-author of the graduate real estate textbook: Commercial Real Estate Analysis and Investment.

“This is a program that you don’t want to miss,” commented Chapter Programs Chair Matt Hagar, CCIM.  “Dr. Miller is an exceptionally high-level speaker—one of the best I have ever seen.  He regularly goes on nationwide speaking tours, and we are very lucky to have him.”

Miller has published a vast number of academic research papers, books, and articles for trade publications on housing, brokerage, mortgage risk, valuation, forecasting sustainable real estate, workplace trends, and many other topics.

Miller is active on the Editorial Board of several national/international journals and is a past president of the American Real Estate Society (ARES). Known for his pioneering work on the economics of green and sustainable real estate, Miller was the founding editor of the Journal of Sustainable Real Estate and is currently editor emeritus.  He worked as V.P. of Analytics at CoStar, and is a research principal with Collateral Analytics.

REGISTER NOW for this free webinar!


How local CRE lenders are dealing with the pandemic–April 22 @ Zoom Webinar
Apr 22 @ 10:00 am – 11:00 am

How CRE lenders are dealing with the pandemic

The extended closure of commercial properties has dealt the biggest blow to the economy since the Great Depression.  But how has it impacted commercial real estate deals?  Specifically, how has the pandemic affected CRE financing?

Join us at 10 am on Thursday, April 22 as a panel of lending experts gives of some perspective of where we are, and where we may be going, with loans and financing.

Here are some questions Moderator Steve Peterson, CCIM will be addressing:

  • Are you seeing adjustments to your loan guidelines? Specifically, reduced loan-to-value ratios and removal of higher risk property types like retail and hospitality?  Where does multi-family fit?
  • Any unique alternatives emerge?
  • Are maximum loan amounts being changed?
  • Is underwriting getting more conservative?
  • Are you seeing more reserve requirements to cover future payments? Any trends on down payments?
  • Historically private money lenders have been more nimble than conventional lenders. Has that given them an advantage in these times?
  • Walk us through a deal where you had a commitment to fund the deal, but for whatever reason the deal didn’t close due to financing issues?”
  • Adversely, have you saved a deal that may have otherwise gone south? Please tell us about it.


Moderator Steve Peterson, CCIM








Stephanie Chung BFC Funding







Doug Dransfield, CCIM Golden Pacific Bank








Anna Duncan U.S. Bank


REGISTER NOW for this free webinar.

Foundations for Success in Commercial Real Estate @ Zoom Webinar
Apr 27 @ 10:00 am – Apr 29 @ 4:00 pm

This case study-driven course provides residential agents, brokers, lenders, and allied professionals with an understanding of the skills, resources, and business practices that pave the way for success in commercial real estate. Learn how to analyze leases and invest-ment value, and develop a plan to kick-start your career.

Foundations for Success is not just about how the commercial real estate business works, it is about working the business.

This 10-hour series of webinars is conveniently spread over three days with five 2-hour sessions.

As part of the course, you will receive the CCIM Financial Calculator, designed to effectively and efficiently provide investment scenarios for you and your clients

This course will teach you how to:

  • Access and use demographic information as a decision-making tool;
  • Differentiate between the needs of the owners and tenants;
  • Develop personal/property marketing plans;
  • Perform basic mortgage calculations by using compounding and discounting techniques;
  • Project income and expenses for a real estate property.


Soozi Jones Walker, CCIM, SIOR, CDEI, is president and broker of Commercial Executives Real Estate Services in Las Vegas. During her 40 years in commercial real estate, she has specialized in leasing and investments sales. Her clients include Goodyear, Southern Nevada Health District, Kindred Healthcare, Holland & Hart, Cardinal Paints, and Pinnacle Entertainment.

A certified distance education instructor, Jones Walker has been a CCIM Institute instructor since 2003. She currently serves on the institute’s board of directors, and she has served as the chair of the Education and Governance Committees. She has written and taught for the National Association of REALTORS®, Coldwell Banker, and Century 21.

Soozi was named the Woman of the Year in Land and Real Estate Development by the Las Vegas Chamber of Commerce, and she previously served as the Nevada Real Estate Commissioner.


SAVE $50!
Members of the following associations may register at the member rate and save $50! SCCAOR, SAR, SAOR, Merced AOR, NorCalCCIM, AAREA

Deals & Drinks, April 27 @ Zoom Meeting
Apr 27 @ 4:00 pm – 5:00 pm
Annual Golf Tournament @ Sequoyah Country Club
Sep 20 @ 10:00 am – 6:00 pm