®
Chartered Realty Investor®
CHARTERED REALTY INVESTOR SOCIETY
© 2008 CRI Society. All rights reserved.
®
Chartered Realty Investor®
Vision:
To be recognized as the preeminent credential for
practitioners in the commercial real estate investor
industry.
Mission:
To provide the leading, comprehensive commercial
real estate investor certification program to establish
and promote the highest professional and ethical
standards in the industry.
®
Chartered Realty Investor®
Supporting Purpose:
The CRI Society supports the necessary endeavors
to become and remain a great commercial real
estate investor credentialing organization and
understands what it means to be positioned as such.
Overarching Goal:
Become an accredited credentialing organization by
the National Commission for Certifying Agencies
(NCCA).
®
Chartered Realty Investor®
Achievement of CRI
Charter demonstrates:
 Ethics and integrity
 Experience and reliability
 Proficiency
Based on objective outcome measures
®
Chartered Realty Investor®
Resulting in a more skilled
and ethical commercial real
estate workforce

Thorough content coverage of disciplines across
the broad industry

Knowledge base is not isolated to specialty
practice areas

Ethical choices embedded in exam answers

Independent testing and scoring of exams
®
Chartered Realty Investor®
CRI Certification:

Objective competency standard for excellence
across commercial real estate industry

Examinations developed by real estate investor
content experts

Results in more skilled and ethical workforce

CRI Charter holders differentiated from others in
profession
®
Chartered Realty Investor®
An objective professional
standard for the commercial
real estate investor industry

The CRI ® Charter designation represents THE
pinnacle in commercial real estate
accomplishments

Examination program covers the entire spectrum
of commercial real estate investing
®
Chartered Realty Investor®
An objective professional
standard for the commercial
real estate investor industry
Level 1 Examination Content
Management of real estate transactions
 Property Issues
 Tax and Accounting
 Law
 Real Estate Analysis and Evaluation
 Underwriting Mortgage Loans
 Real Estate Due Diligence
®
Chartered Realty Investor®
An objective professional
standard for the commercial
real estate investor industry
Level 2 Examination Content
Management of real estate portfolios
 Ethical Conduct
 Capital Market Instruments
 Asset Management at the Property Level
 Asset Management at the Portfolio Level
 Management of Asset Classes
®
Chartered Realty Investor®
Developed by real estate investor
content experts and testing
professionals

Content derived from survey of over 3,000 industry
respondents

Test questions written by industry leaders
supervised by Applied Measurement Professionals
(AMP), an independent industry leader in
certification

Beta-tested by industry leaders
®
Chartered Realty Investor®
Value of CRI ® Certification
The 3 C’s

CONFIDENCE: Public is ensured of competent
commercial real estate investor services

COMPETENCE: Employers are better able to
identify competent and skilled employees

CREDIBILITY: CRI ® Charter holders able to
promote their knowledge to currently unstable
market
®
Chartered Realty Investor®
What We Will Do!
• Accelerate widespread application
submissions from both Level 1 and
Level 2 Exam Candidates
Candidate Targets
Year
# of
candidates
2009
200
2010
400
• Achieve financial self-sustainability

Working with major players to obtain economic
sponsorship to provide a stable financial base
• Ensure continuous updating and renewal of
examination content

Updating Level 1 in 2009
®
What Can You Do?
Chartered Realty Investor®
Encourage your staff to become CRI Charter holders

Integrate examinations into the professional education
programs of your company

Recognize accomplishments through advancement and
financial remuneration

Become a sponsor :
Platinum:
Gold:
Silver:
Bronze:
$50,000
$25,000
$10,000
$ 5,000
per year for 3 years

Volunteer your time or your staff’s time
®
Chartered Realty
Investor®
Next Steps

Increase industry awareness of CRIS’s commitment to
competent and ethical practice

Create new recognition programs for CRI® Charter holders to
keep them and CRI Society “in the news”

Promote mentoring program to assist candidates through the
certification process

Work with related associations interested in forming study
groups to:
•
Assist candidates in preparing for the examinations using
CRIS study guide and other materials
•
Increase candidates’ comfort level with examination content
®
Chartered Realty
Investor®
The Chartered Realty
Investor Society Goals

Financially self-sustaining by growing the number of industry
professionals applying for the examination and awarded the CRI
® Charter

Continuously updating and renewing examination content

Accredited by the National Commission for Certifying Agencies
(NCCA)

Recognized as the industry standard by…
• Employers
• Individuals
• Professional differentiation
®
Chartered Realty Investor®

New Strategic Alliance
Executed agreement with AMP/Management
Services (AMP/MS) for society leadership and
direction

26 years experience building and growing certification
programs and organizations

Deborah Grooms, Executive Director, has 9 years
experience assisting certification boards in leading highquality examination programs and facilitating the NCCAaccreditation process

Dede Gish-Panjada, MBA, AMP/MS Sr. Vice President,
has 25+ years association and certification board
management experience
Board of Governors
•
•
•
•
•
•
President
David M. Zachar, Executive Vice President, PPM Finance Inc
President-Elect
Robert M. Stout, President & CEO, Q10 Capital LLC
Immediate Past-President
Jack M. Cohen, Chief Executive Officer, Cohen Financial
Past-President
Mark B. Fisher, Vice President and Managing Director, StanCorp Mortgage
Investors, LLC
Secretary
John M. Waldeck, Vice President, Pacific Life Insurance Company
Treasurer
Wayne C. Streck, Head of Mortgage Lending, Thrivent Financial for
Lutherans
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
Governors
Jeffre Beatty, Senior Managing Director, CB Richard Ellis Capital Markets
David L. Brassard, Managing Director, Babson Capital Management LLC
Charles G. Dannis, President, Crosson Dannis, Inc.
Robert Alexander Ernst, President, RAE Securities, Inc.
Anthony D. Frook, Senior Managing Director, Americo Life
Charles A. Knudsen, Managing Director, Quad Capital Advisors, LLC
Shelley M. Magoffin, President, Q10 Dwyer Curlett & Co
Daniel J. Phelan, President and CEO, Pacific Southwest Realty Services
Charles M. Prior, Senior Vice President, Investments, Protective Life
Insurance Co.
Patrick C. Sargent, Attorney, Andrews Kurth LLP
Joseph D. Shaw, Managing Director, John Hancock Financial Services
Susan M. Smith, Senior Vice President, Centerline Capital Group
Jan S. Sternin, Senior Vice President, Mortgage Bankers Association
Thomas F. Wratten, Emeritus
Mitchell M. Zeemont, Managing Principal, Newmark Realty Capital, Inc.
®
Chartered Realty Investor®
QUESTIONS?
To learn more visit
www.crisociety.org
®
Chartered Realty Investor®
CHARTERED REALTY INVESTOR SOCIETY
www.crisociety.org