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Courses & Instructors

Please Note: CC indicates it is a Core Course.


The S.E.C. Education Foundation is dedicated to professional education in creative real estate philosophy and methodology. Course Offerings and Instructors approved by the Society of Exchange Counselors and its Foundation are listed below.If you are interested in having any of these courses presented in your geographic area, please contact the instructor directly regarding program availability and parameters. Questions regarding the S.E.C. Education Foundation or its participation in promoting, sponsoring, or underwriting an approved program should be directed to the Foundation at: info -at- secedfoundation -dot- com.


I. Equity Marketing/Exchanging

1. Methods of Effective Marketing – 8 hours (CC)

Jim BrondinoJim Brondino, S.E.C., CCIM
Ontario, CA
909-721-6940
brondinoseminars -at- aol -dot- com

Course Description: All facets to profitable marketing, gaining respect, the presentation process, strategies, packaging, presenting the opportunity, pre-moderating, and the transaction proposal are covered in this course offering.

2. Creative Equity Marketing & and Exchanging – 8 hours (CC)

James WilsonJames T. Wilson, S.E.C., CCIM
Winter Park, FL
866-938-5522
jtwilson -at- earthlink -dot- net

Course Description: The objective of this course is to provide an overview of the alternative methods of acquisition and disposition of commercial/investment real estate utilizing creative marketing and the exchange method. In addition, through the various concepts of creative equity marketing, one may have the opportunity to expand a client’s ability to close transactions and achieve the desired client benefits. A comprehensive review of the preparation of an effective property presentation, and the review of the regional and national marketing concepts will be presented, thereby assisting the attendee to develop a complete and expanded marketing program for the client. The course workshops will address the technical requirements pertaining to the creative structuring and review of transaction documentation; along with workshop applications for balancing equities; reconciliation and tax impact; and contract preparation. A review of the applicable IRS 1031 Code and application of successful real estate tax strategy is covered; and, how the application of the tax law and the tax deferred exchange process impacts a client. The use of exchanging as an estate building technique will be reviewed; as well as a review of 25 additional reasons (in addition to taxation) that the exchange process may benefit a client.

3. Beyond 1031, Market Driven Exchanging. Solving Problems & Creating Wealth. – 8 hours (CC)

Chet AllenChet Allen, S.E.C., CCIM, EMS
760-634-1031
chet1031 -at- gmail -dot- com

Course Description. The fundamentals of real estate exchange marketing. The course includes: Client motivations, the creative real estate marketplace, marketing fundamentals, the steps in exchanging, finding exchange opportunities, counseling, brainstorming solutions, marketing problem properties, structuring 2, 3 and 4 way exchanges and handling exchange problems.

4. Beyond 1031, Market Driven Exchanging. Solving Problems & Creating Wealth – 16 hours (CC)

Chet AllenChet Allen, S.E.C., CCIM, EMS
760-634-1031
chet1031 -at- gmail -dot- com

Course Description. Day 1. The fundamentals of real estate exchange marketing. The course includes: Client motivations, the creative real estate marketplace, marketing fundamentals, the steps in exchanging, finding exchange opportunities, counseling, brainstorming solutions, marketing problem properties, structuring 2, 3 and 4 way exchanges and handling exchange problems.

Day 2. Solutions workshop including case study of five award winning exchanges and brainstorming student’s exchange listings and client’s problems.

5. Tax Saving Exit Strategies for Retiring Real Estate Owners – 8 hours CE approved in MO & KS

crullDennis Crull, CSPG, CCIM, S.E.C., ALC, CRB
(816) 246-1900
dennis -dot- crull -at- timberlineinvest -dot- com

Course Description. Many Americans have accumulated assets over the years in the form of real estate and small businesses, and now want to convert these assets into passive income for retirement. However, the tax implications of outright sales and the burden of future estate taxes on their heirs, leaves them wondering if there is a better way. Retirement planning options exist under the Internal Revenue Code that can provide ways to convert appreciated assets into passive cash flow, eliminate or significantly reduce capital gains and estate taxes, create income tax deductions to offset current and future income, provide tax free inheritances for heirs, and leave a legacy for future generations.

This course uses a case study approach to focus on creative ways to utilize current IRS Regulations to maximize after tax retirement income, eliminate the worry of outliving available resources, and care for those left behind.

6. -Creating Powerful Transactions that Close – 7 hours (CC)

James WilsonJames T. Wilson, S.E.C.
Course Author and Principle Instructor
Orland, FL
407-496-9879
jtwilson -at- earthlink -dot- net

Authorized Instructors

Peter WestPeter R. West, S.E.C.
Adams, MA
413-448-2502
pwest -at- ccim -dot- net

Ted BlankTheodore J. Blank, S.E.C., CCIM, EMS
Denver, CO
303-748-9998
blank1031 -at- gmail -dot- com

Ronald BowdenRonald J. Bowden, S.E.C., CCIM
Shelbyville, IN
317-398-8533
rjbowden -at- evergreeninvest -dot- com

Wes DinglerWesley Dingler, S.E.C.
Tyler, TX
903-581-8544
wdingler -at- masterrealty -dot- net

Ernie Eden, S.E.C., EMS
Atlanta, GA
404-666-7002
ernie -at- edencr -dot- com

Darryl McculloughDarryl McCullough, S.E.C.
Bracebridge, Ont. CN
705-641-8052
darryljp -dot- mccullough -at- gmail -dot- com

Nick NicholsNick Nichols, S.E.C.
Marietta, GA
678-612-5362
nnichols -at- mindspring -dot- com

William RichertWilliam F. Richert, S.E.C., CCIM, EMS
Tulsa, OK
918-743-6262
brichert -at- sbcglobal -dot- net

Brandon SandersBrandon Sanders, S.E.C.
San Angelo, TX
325-653-1489
Brandon -at- steveeustisrealestate -dot- com

William StonakerWilliam E. Stonaker, S.E.C., CCIM
Southlake, TX
817-329-2929
WES -at- wilson-stonaker -dot- com

Charles E. Sutherland, S.E.C.
Dallas, TX
214-232-7995
charlesesutherland -at- gmail -dot- com

Gary VandenbergGary Vandenberg, S.E.C., ALC, CCIM, CIPS
Grand Rapids, MI
616-774-1031
gary -at- 1031inc -dot- com

Lance WarnerLance C. Warner, S.E.C., EMS
Sandusky, OH
419-626-4858
lwaresrp -at- aol -dot- com

Course Description. The course explains the underlying principles that function in the marketing session setting and then provides very specific actions and skills to maximize production from attending a marketing session. Included is preparation for presentation and techniques/skills to get the maximum response from a marketing session presentation, whether a formal or quick presentation. The material also includes specific understanding and skills involved in the presenter receiving guidance from the moderator and specific understanding and skills for the moderator to operate as a guide and catalyst to maximize response to a presentation in a marketing session.

7. The Seven Deadly Sins of Marketing

Ted BlankTed Blank, S.E.C., CCIM
Denver, CO
303-748-9998
blank1031 -at- gmail -dot- com

We can learn how to be more productive in the equity marketing arena by studying some of the things that don’t work. After attending several hundred local, regional, and national marketing sessions, I have seen brokers continue to repeat the same mistakes multiple times to the detriment of themselves, their clients, their fellow brokers and the marketing meeting. Although there are more, we will discuss 7 SINS that I think are repeatedly violated. Examples and case studies will be used, with interaction from the attendees.


II. Counseling

1. Counseling for Action – 16 hours (CC)

Jim BrondinoJim Brondino, S.E.C., CCIM
Ontario, CA
909-721-6940
brondinoseminars -at- aol -dot- com

Peter WestPeter R. West, S.E.C.
Adams, MA
413-448-2502
pwest -at- ccim -dot- net

Course Description: Identify how a client understands situations, the role of the counselor, objectives of counseling, why counsel, effective use of time, benefits, listening, environment, words and images.

2. High Touch Real Estate Brokerage – 8 hours (CC)

Ted BlankTed Blank, S.E.C., CCIM
Denver, CO
303-748-9998
blank1031 -at- gmail -dot- com

Course Description: This course examines the reasons to clearly understand a client’s motivation when they are buying, selling, or exchanging. Using the skill of client counseling will allow any agent (residential, commercial, farm, etc.) to help their client reach a successful conclusion.

3. Counseling for the Serious Exchangor – 8 hours (CC)

Ted BlankTed Blank, S.E.C., CCIM
Denver, CO
303-748-9998
blank1031 -at- gmail -dot- com

Course Description: This course is a workshop, not a “how to” course. The objective is to upgrade existing counseling skills, accurately assess our strengths and weaknesses in the continuum of the counseling process.


III. Creative Real Estate Formulas

 

1. Creative Real Estate Formulas – 4-9 hours – CE approved in CO and TX (CC for 8 Hours)

Chuck Sutherland, S.E.C.
Dallas, TX
214-232-7995
charlesesutherland -at- gmail -dot- com

Course Description: This course provides a wide range of creative formulas to facilitate transactions in the face of adverse market conditions. Creative transaction structures, financing, development, alternative uses, syndications, subdivision, and negotiation, are covered.

 

2. Advanced 1031 Exchange Issues & Prospective Problem Solving – 3 – 4 hours

William L. Exeter, President & CEO of Exeter 1031 Exchange Services, LLC
San Diego, CA
619-239-3091
wexeter -at- exeterco -dot- com

Course Description: This Advanced 1031 Exchange Seminar wil discuss advanced structures, strategies, and planning issues for your 1031 Exchang transactions, including: combining a Reverse and an Improvement 103 Exchange; combining a Reverse 1031 Exchange into a Forward 1031 Exchange; combining a Forward 1031 Exchange into a Reverse 1031 Exchange; structuring a Reverse Zero Equity 1031 Exchange™; saving a Reverse 103 Exchange by using a related party buyer; acquiring improvements constructed on property that you already control (own) as your like kind replacement property; and acquiring a promissory note as your like kind replacement property.

3. “Broker Estate Building” – Two Day Course

Gary Vandenberg, S.E.C., CCIM
Grand Rapids, MI
616-774-1031
gary -at- 1031inc -dot- com

 John Brennan, S.E.C., CCIM
Dallas, TX
972-991-3779
john -at- thebrennancompany -dot- com

This course will give you proven techniques to build your own estate as well as helping your client to build theirs. Fast paced delivery of methods used by many of the finest minds in creative real estate, all designed to create and retain wealth.

4. “Broker Estate Building” – One Day Course

Gary Vandenberg, S.E.C., CCIM
Grand Rapids, MI
616-774-1031
gary -at- 1031inc -dot- com

John Brennan, S.E.C., CCIM
Dallas, TX
972-991-3779
john -at- thebrennancompany -dot- com

This course is a one day condensed version of our two day course and is designed to give you proven techniques to build your own estate as well as your clients. Fast paced delivery of methods used by many of the finest minds in creative real estate, all designed to create and retain wealth.”


IV. Moderator Training Course

1. Certified Moderator Course – (2 days & 1 evening) (CC)Jim BrondinoJim Brondino, S.E.C., CCIM
Ontario, CA
909-721-6940
brondinoseminars -at- aol -dot- com

Course Description: Among the topics addressed in the course are (1) characteristics and philosophy of a well run marketing meeting; (2) specifically addresses the elements of an effective moderator; (3) the role and responsibilities of a moderator; (4) the questioning process for effective marketing; (5) the moderator’s responsibilities; (6) the presentation process and format; (7) how to create a positive and productive market environment; (8) how to handle a presenter; (9) how to stimulate productive thinking and create participation. Many role-plays are an integral part of the course, as is videotaping and critiquing.


V. Marketing the S.E.C. Way

1. Methods of Moderating & Marketing – 2 Day CourseJim BrondinoJim Brondino, S.E.C., CCIM
Ontario, CA
909-721-6940
brondinoseminars -at- aol -dot- com

Course Description: The key to successful marketing meetings is quality Moderators. This course covers: Definition of marketplace, presenter and moderator, gaining respect in the marketplace, proven presentation process and format and Marketing session strategies and coping with disruptive influences.

2. How to Market a Difficult Investment Listing in any Economy! – 8 hours or 16 hours
Approved for CE Credit in TX

Steve EnglandSteve England, S.E.C., AFM, ALC, EMS
Course Author and Principle Instructor
Kearney, NE
308-236-8505
sengland -at- ipexneb -dot- com

Ted BlankTed Blank, S.E.C., CCIM
Authorized Instructor
Denver, CO
303-748-9998
blank1031 -at- gmail -dot- com

Course Description: This in-depth class will formulate new ideas and solutions for your client that could result in a successful transaction. Learn how to identify the real problem which could be the property, the client or even the broker. Learn how to evaluate a Property’s benefits that create value and opportunity. Learn how to evaluate different categories of property and how they typically rank in the eyes of the market. Learn how to better understand clients and their true needs and motivations. Learn creative ideas and transaction formulas to find a solution that will work. Analyze case studies to illustrate possible transactions.

3. Tough Questions in Tough Times = Closed Transactions – 4 hours – CE approved in CA

Ted BlankTheodore J. Blank, S.E.C., CCIM, EMS
Englewood, CO
303-748-9998
blank1031 -at- gmail -dot- com

Course Description: In tough economic times or with hard to market properties, understanding the client is as important, or more important, than understanding the real estate. This course will explore the importance of learning the client’s motivations, abilities and inabilities, which will help to design a transaction that benefits the client.


VI. Creative Real Estate Finance

1. The Ground Lease as an Investment and Financing Tool – 4 hours

Phil CorsoPhil Corso, S.E.C.
Scottsdale, AZ
480-990-0200
pcorso -at- pci-az -dot- com

Course Description: An advanced course covering the fundamentals of structuring, negotiating and implementing a ground lease in a real estate transaction. Focus is on using the ground lease as a financing and investment vehicle from both the Lessor and Lessee perspective. Issues such as subordination, lender requirements, lease provisions, utilization strategies, investment issues, etc., are covered in depth.

2. Owner Financing – The Paper Course

Dana Barnes, S.E.C.
Moodus, CT
860-873-0400
dbarnes -at- concordequitygroup -dot- com

This is an intensive one-day course that explores the many facets of owner financing and how to use it to close transactions, assess risk and make sound note investments. The course begins with a quick review on the use of a financial calculator to calculate present and future values of an income stream. From there, topics include analyzing notes for investment, full and partial purchases, investment-to-value vs. loan-to-value, the paperwork behind the deal and the possible use of self-directed IRA’s and private investors to sell notes. The course provides numerous case studies showing how to put deals together in today’s marketplace. This course is designed for experienced commercial real estate professionals who are in a position to advise clients, partners and others on the benefits of using owner financing to close commercial real estate transactions and satisfy investment objectives.


VII. Real Estate Development

1. Hidden Partners – 8 hoursPhil CorsoPhil Corso, S.E.C.
Scottsdale, AZ
480-990-0200
pcorso -at- pci-az -dot- com

Course Description: This course is designed for the broker seeking to assist development clients and the developer seeking to add to his knowledge base.

The course focus’ on the real estate development process including site acquisition, land planning, governmental and entitlement strategies, zoning and land use considerations, project team building, budgeting, project visioneering, market evaluation, capital formation and financing, construction planning and permitting through final certificate of occupancy.

2. Developing & Syndicating: Big Money Real Estate – 16 hours

Chet AllenChet Allen, S.E.C., CCIM, EMS
Encinitas, CA
760-634-1031
chet1031 -at- gmail -dot- com

Course Description: The goal is to provide the tools to achieve the huge financial rewards available to the successful real estate developer. The course explores old, and newly conceived, syndication structures used to raise equity capital. This course is designed to encourage the aspiring entrepreneur, and to provide new tools for the experienced developer.

3.  Development (Understanding the Development Process) – 8 hours

Chris Dischinger, S.E.C.
Louisville, KY
502-638-0534  Ext. 28
cdischinger -at- ldgdevelopment -dot- com

William E. Stonaker, S.E.C., CCIM
Southlake, TX
817-329-2929
wes -at- wilson-stonaker -dot- com

Course Description:  This course will take you through the development process from start to finish, and will provide you with valuable forms and techniques.  The instructors have extensive development experience, and they will cover that include how to build a development team; the offer process; due diligence; demographics; an introduction to pro forma; partners, PPMs, and using equity other than cash; help with government issues; the construction process; financing; management after development; green building; brainstorming; and how counseling can help a developer.



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