Advanced Development Practices 2020 Online Course

Includes a Live Event on 05/06/2020 at 11:45 AM (EDT)

Course Dates: 
Wednesdays, May 6 - July 1, 2020
Noon - 2:00 p.m. eastern time

Advanced Development Practices is a sequel to the Essentials of the Development Process and builds on the concept of a Development Matrix where the seven stages of Real Estate Development are combined with the eight Tasks required in each stage to produce a 56-cell matrix.

This survey course focuses on the eight Tasks in each stage of the real estate development process. Each Task is really a category of tasks that must be completed in order to create value throughout the development process. Each Stage of Development begins with the Acquisition Task and ends with the Disposition Task. In between, the developer must address and complete the following Tasks: Finance, Market Studies and Marketing Strategy, Environmental, Approvals and Permits, Improvements, and Transportation and Accessibility. In reality these Tasks are completed in various orders and usually they are done simultaneously. The order of the Tasks presented in this course is arbitrary, and most tasks interact with each other to some extent and the completion of individual task is dependent on the completion of other Tasks. This course broadly describes the Tasks and the sub-tasks from a developer’s point of view. Students are not expected to be experts in all of these tasks, but they are expected to understand and appreciate what needs to happen for a successful development, i.e. one that creates value in excess of the costs needed to create value.

Learning Objectives

  • Define and explain the eight sets of tasks that are required in each stage of development.
  • Define and explain at least two sub-tasks in each major task set.
  • Understand why each task must be address even if the developer decides to undertake multiple stages of development.

Tuition & Register

Payment for a NAIOP online course entitles access for one person only to the course and all materials.

Course Tuition

Member TypeUSDCAD
Member$795$1,059
Nonmember$995$1,325
Developing Leader$595$792
Student Member$95$126
Student Nonmember$145$193


How to Register

  • Register online: Click on the green Register button at the top of the page. You will need to log in or create a free account in order to see the Register button.
  • Fax: Complete the PDF registration form and fax to 703-904-7003
  • Mail: Send check payments to: NAIOP, CL500060, PO Box 5007, Merrifield, VA 22116-5007
  • Register over the phone/questions: 800-666-6780

Confirmation

All registrations processed online receive an automatic order confirmation and receipt. If you register via fax, mail, or phone, a receipt must be requested by contacting education@naiop.org.

Login instructions to access the online course are sent under separate cover. If it is less than one week until the start of the course and you have not received the login instructions, please check your spam folder. If the login email is still not there, please contact the NAIOP Education Department at education@naiop.org.

Cancellation Policy

All cancellations must be in writing. Cancellations of registrants received after April 21, 2020, will be charged a fee of $100 per attendee. Cancellations received after April 28, 2020 will forfeit the registration fee. No refunds will be made for no-shows. Substitutions are permitted until April 28, 2020. Nonmembers substituting for members will pay the difference in fees. Cancellation/substitution notices should be sent to education@naiop.org or faxed to 703-674-1471.

Jason Ting

Principal

  • Jason is Co-Founder of Ting Financial Group, a niche private equity real estate investment firm, and Principal of Ting Realty, a full service real estate development, management, and brokerage company.
  • His direct responsibilities include acquisitions and dispositions, property management and leasing, domestic and foreign client relations, and new business formation.
  • Jason blogs about his work and personal life journeys via JasTing.com, and is actively involved in his local community church leading personal finance wokshops.

Joan Woodard

Consultant

  • Joan Woodard has more than 45 years in the commercial real estate development and management business.
  • She is the former President and CEO of Simons & Woodard in Santa Rosa, CA., where she was responsible for overseeing architecture, marketing, leasing, property and financial management for twenty years.
  • Ms. Woodard began her career in real estate as a financial analyst and project manager in Atlanta with John Portman.
  • In 1985, she joined Walt Disney on the West Coast as vice president for Disney Development, where she developed short and long-term plans for the company's use of real assets, among which was the planning process that resulted in Disney's corporate headquarters in Burbank and Disney's California Adventure in Anaheim.
  • Ms. Woodard is semi-retired living in Coeur d’Alene, Idaho. She serves as a Hearing Examiner for Kootenai County along with consulting, mentoring and teaching in commercial real estate. She is also a volunteer Ombudsman for long-term care facilities.

Key:

Complete
Failed
Available
Locked
ADP Course and Learning Objectives
Open to download resource.
Open to download resource.
ADP20 Module 1 - Acquisitions
ADP20 Module 1 - Acquisitions Live Class
05/06/2020 at 11:45 AM (EDT)   |  135 minutes
05/06/2020 at 11:45 AM (EDT)   |  135 minutes This session begins with a brief review of the Development Matrix and then focuses on the five sub-tasks in the Acquisition Task category. A review of various acquisitions strategies is presented using two class exercises.
ADP20 Module 2 - Financing
ADP20 Module 2 - Financing Live Class
05/13/2020 at 12:00 PM (EDT)   |  120 minutes
05/13/2020 at 12:00 PM (EDT)   |  120 minutes This module addresses the need for accurate financial projections and record keeping as well as the accumulation of debt and equity capital for the real estate development. The special skills address the sources and uses of funds in a development, and estimating construction loans.
ADP20 Module 3 - Market Studies and Strategies
ADP20 Module 3 - Market Studies and Strategies Live Class
05/20/2020 at 12:00 PM (EDT)   |  120 minutes
05/20/2020 at 12:00 PM (EDT)   |  120 minutes This module discusses environmental challenges in terms of environmental studies; sustainability certifications; surface, sub-surface and atmospheric characteristics of the site; and possible historical and cultural restrictions on a site. Evaluating potential environmental concerns is demonstrated through two class exercises.
ADP20 Module 4 - Environmental Tasks
ADP20 Module 4 - Environmental Tasks Live Class
05/27/2020 at 12:00 PM (EDT)   |  120 minutes
05/27/2020 at 12:00 PM (EDT)   |  120 minutes This module discusses environmental challenges in terms of environmental studies; sustainability certifications; surface, sub-surface and atmospheric characteristics of the site; and possible historical and cultural restrictions on a site. Evaluating potential environmental concerns is demonstrated through two class exercises.
ADP20 Module 5 - Approvals and Permits
ADP20 Module 5 - Approvals and Permits Live Class
06/10/2020 at 12:00 PM (EDT)   |  120 minutes
06/10/2020 at 12:00 PM (EDT)   |  120 minutes This module emphasizes the need for developers to obtain permits and approvals that are specific to the stage of development that is being undertaken. The special skills focus on deciphering local approval codes and timelines. Students are also expected to provide examples of approvals and permits they have encountered.
ADP20 Module 6 - Improvements
ADP20 Module 6 - Improvements Live Class
06/17/2020 at 12:00 PM (EDT)   |  120 minutes
06/17/2020 at 12:00 PM (EDT)   |  120 minutes This module emphasizes that all improvements must be planned, designed, engineered, constructed, maintained, and renovated or replaced. Each stage of development requires improvements to be addressed in a different way. The special skills section compares design-bid-build and design/build models, and promotes student discussion with two class exercises.
ADP20 Module 7 - Transportation and Accessibility
ADP20 Module 7 - Transportation and Accessibility Live Class
06/24/2020 at 12:00 PM (EDT)   |  120 minutes
06/24/2020 at 12:00 PM (EDT)   |  120 minutes This module discusses location, location, and location issues in terms of off-site transportation systems and on-site accessibility requirements. The special skills section discusses how a developer gets paid including a simple promotion strategy.
ADP20 Module 8 - Sales and Disposition Tasks
ADP20 Module 8 - Sales and Disposition Tasks Live Class
07/01/2020 at 12:00 PM (EDT)   |  120 minutes
07/01/2020 at 12:00 PM (EDT)   |  120 minutes This module discusses the disposition tasks that include the seller’s due diligence, sales contracts, pre- and post-closing conditions, and seller-financing opportunities. Various sales contracts are presented, with a discussion of strategies using two class exercises.
End of Course Items