Michael P. Jonas, MAI, AI-GRS, CCIM
Managing Director
QUALIFICATIONS OF MICHAEL P. JONAS, MAI, AI-GRS, CCIM STATE-CERTIFIED GENERAL REAL ESTATE APPRAISER RZ2623
EDUCATION:
University of Central Florida – 1999 BSBA – Finance
Professional Education
- Appraisal Institute: National USPAP Update Course, 2012, 2014, 2016, 2020, 2022
- Appraisal Institute: 2018 Legislative VALUEvent , 2018
- Appraisal Institute: Advanced Income Capitalization, 2003
- Appraisal Institute: Advancing the Appraisal Profession, 2019
- Appraisal Institute: Analyzing Distressed Real Estate, 2007
- Appraisal Institute: Appraisal Laws and Rules, 2000, 2002, 2004, 2020, 2022
- Appraisal Institute: Appraisal Report Writing, 2005
- Appraisal Institute: Artificial Intelligence, AVMS, 2019
- Appraisal Institute: Business Practice and Ethics, 2012, 2016, 2019, 2020
- Appraisal Institute: Capital Reserve Studies 2022
- Appraisal Institute: Central Florida Real Estate Forum, 2022
- Appraisal Institute: Desktop Appraisals 2020
- Appraisal Institute: Evaluations for Commercial and Residential Appraisers, 2022
- Appraisal Institute: FL State Law for Real Estate Appraisers, 2004
- Appraisal Institute: Florida Appraisal Laws and Rules, 2012, 2014, 2016
- Appraisal Institute: Florida Real Estate Valuation, 2011
- Appraisal Institute: Florida State Law for Real Estate Appraisers, 2006
- Appraisal Institute: Fundamentals of Separating Real Estate, 2012
- Appraisal Institute: Insurance Appraisal, 2011
- Appraisal Institute: National USPAP Update Course, 2000, 2002, 2004, 2006, 2008, 2010, 2012
- Appraisal Institute: Real Estate Damages, 2011
- Appraisal Institute: Reappraising, Readdressing, Reassigning, 2007
- Appraisal Institute: Review Involving Appraisals by Multiple Appraisers, 2022
- Appraisal Institute: Review Theory – General, 2014
- Appraisal Institute: Roles/Responsibilities Supervisor/Trainee, 2006, 2008
- Appraisal Institute: Specialty Appraisal Continued Education, 2000, 2002, 2004, 2006, 2008,
- 2012, 2014, 2016 2020, 2022
- Appraisal Institute: State Law for Real Estate Appraisers, 2008, 2010, 2012
- Appraisal Institute: The Appraiser as an Expert Witness, 2016
- Appraisal Institute: The Paperless Real Estate Appraisal Office, 2022
- Appraisal Institute: Trial Components, 2016
- Appraisal Institute: Uniform Appraisal Standards for Federal Land Acquisitions, 2007
- Bert Rodgers: Continuing Real Estate Education, 2004, 2006, 2021
- Bob Hogue: CE for Florida Real Estate Professionals, 2016
- CCIM Institute: Financial Analysis Commercial Investment, 2008
- CCIM Institute: Financial Analysis for Commercial, 2008
- CCIM Institute: Investment Analysis Commercial Investment, 2009
- CCIM Institute: Investment Analysis Commercial, 2009
- CCIM Institute: Market Analysis Commercial Investment, 2008
- CCIM Institute: User Decision Analysis Commercial Industrial, 2009
- CLE International: Eminent Domain, 2006
- Cooke: CE for Real Estate Professionals, 2015
- DPBR: FREAB Board Meeting, 2007
- Larson Educational Services: Core Law, 2010
- McKissock: Supervisor – Trainee Course for Florida, 2019
- NABOR Ethics Training: 2004, 2008, 2012, 2016
Experience
1999 – 2000 Clayton, Roper & Marshall Orlando, FL
2000 – 2001 Chapman & Associates Sarasota, FL
2001 – 2008 Coast Engineering Consultants, Inc Naples, FL
2008 – 2009 Orion Bank. Naples, FL
2009 – 2011 Iberia Bank Naples, FL
2011 – 2014 Integra Realty Resources Naples, FL
2014 – 2016 Capstone Valuation Advisors, LLC Naples, FL
2016 – 2019 MPJ Real Estate Services, Inc. Naples, FL
2019 – Present Carlson, Norris & Associates Fort Myers & Naples, FL
Professional Memberships
- Appraisal Institute, Member (MAI / AI-GRS) No. 12480
- Certified Commercial Investment Member, CCIM No. 18275 Certification,
- State Certified General Appraiser RZ2623 Member, Naples Area Board of Realtors
- State of Florida, Registered Real Estate Broker BK700992
Properties appraised include: subdivisions, retail centers, motels, commercial buildings, industrial buildings, warehouses, mobile home parks, professional offices, medical offices, office/warehouse condominiums, single family homes, duplexes, apartment projects, individual condominium projects, residential lots, acreage, wetlands, special use properties, ranches, conservation easements hotels, marinas, mixed-use subdivisions, regional malls, gas stations, self-storage facilities and eminent domain cases.
Appraisal clients include: banks, savings and loan associations, attorneys, corporations, builders, developers, mortgage companies, insurance companies, home transfer companies, private individuals, and local, state and federal government agencies.
Qualified as an expert witness in Monroe and Collier County Circuit Court
J. Lee Norris, MAI, SRA
Director of Residential Operations
QUALIFICATIONS OF J. LEE NORRIS, MAI, SRA STATE-CERTIFIED GENERAL REAL ESTATE APPRAISER RZ643
EDUCATION:
Florida State University –Bachelor of Science Real Estate
Edison Community College – Associate of Arts Degree
Professional Education
- Society of Real Estate Appraisers:#101: Florida State University,1978
- Society of Real Estate Appraisers:Narrative Report Writing Seminar, 1980
- Society of Real Estate Appraisers:R-2 Exam, 1981
- American Institute of Real Estate Appraisers: Course 1-B, Part 1, 2 & 3, 1983
- Farm and Land Institute – Citrus Seminar, 1982
- American Institute of Real Estate Appraisers: Standards of Professional Practice, 1984
- Society of Real Estate Appraisers:Income Property Appraising, 1984
- Society of Real Estate Appraisers:R41c Florida League of Financial Institutions, 1986
- Society of Real Estate Appraisers:Uniform Residential Appraisal Report, 1987
- Society of Real Estate Appraisers:#202: Applied Income Property Valuation, 1987
- American Institute of Real Estate Appraisers: Rates, Ratio and Reasonableness, 1988
- Society of Real Estate Appraisers:Professional Practice Seminar, 1988
- Society of Real Estate Appraisers:Depreciation Analysis,1988
- Appraisal Institute: Appraisal Theory and Overview, 1992
- Appraisal Institute: Banking Regulations – FIRREA, 1992
- Appraisal Institute: Rates, Ratios, Reasonableness, 1992
- Ted Whitmer Seminars: Comprehensive Appraisal Workshop, 1992
- Appraisal Institute: Standards of Professional Practice – Part A & B, 1993
- Appraisal Institute: Appraisal Review – Income Properties, 1993
- Appraisal Institute: New Uniform Residential Appraisal Report, 1993
- Appraisal Institute: Understanding Limited Appraisals, 1994
- Appraisal Institute: USPAP Core Law Update, 1994
- Appraisal Institute: Electromagnetic Fields, 1994
- Hondros Career Centers: Home Inspections (40 Hours), 1995
- Appraisal Institute: USPAP Core Law Update, 1995
- Appraisal Institute: Appraising Retail Properties, 1996
- Appraisal Institute: Standards of Professional Practice – Part A, 1996
- Appraisal Institute: Standards of Professional Practice – Part B, 1996
- NAIFA: Fair Lending Practices, 1997
- SFWMD: Rural Properties in Southwest Florida, 1998
- Appraisal Institute: USPAP/Core Law, 1998
- Appraisal Institute: Appraisal Office Management, 1998
- Appraisal Institute: Core Law Update, 1998
- Appraisal Institute: Attacking & Defending an Appraisal in Litigation, 2000
- U.S. Department of Justice: Everglades/Big Cypress Market Study, 1999
- Appraisal Institute: Defending an Appraisal in Litigation, 2000
- Appraisal Institute: Appraisers Florida Law Update, 2000
- Appraisal Institute: Course 430 – Standards – Part , 2000C
- Appraisal Institute: 410 – Principles of Condemnation Appraising
- SFWMD: Appraisal Fundamentals, Project Influence/Natural Resource Impacts, 2001
- Bert Rodgers – Online – Florida State Law & USPAP Review for Real Estate Appraisers, 2002
- SFWMD: Current Appraisal Issues in Florida, 2001
- Appraisal Institute: National USPAP Update Course, 2004, 2006, 2008
- Appraisal Institute: The Professional’s Guide to the URAR Form, 2006
- SFWMD: 2006 Appraisal Seminar, 2006
- Appraisal Institute: Florida State Law for Real Estate Appraisers, 2006, 2008
- Appraisal Institute: Reappraising, Reassigning and Readdressing Appraisals, 2007
- Appraisal Institute: Appraisal Challenges: Declining Markets and Sales Concessions, 2008
- SFWMD: 2008 Appraisal Seminar, 2008
- Appraisal Institute: Supervisor Trainee Roles and Rules, 2008
- Appraisal Institute: Business Practices and Ethics, 2008
- Florida Department of Revenue – Value Adjustment Board Training, 2009
- Appraisal Institute: USPAP Update Course, 2010
- Appraisal Institute: Supervisor Trainee Roles and Rules, 2010
- Appraisal Institute: Florida Law Update, 2010
- AppraisalInstitute: Forecasting Revenue, 2010
- Appraisal Institute: The Uniform Appraisal Dataset from Fannie Mae/Freddie Mac, 2011
- Appraisal Institute: Appraisal Curriculum Overview (2 Day General, 2011
- Appraisal Institute: Appraising Convenience Stores Online Education, 2011
- Appraisal Institute: Florida Appraisal Law, 2012
- Appraisal Institute: National USPAP Update Course, 2012
- Appraisal Institute: Online Using Your HP12C financial Calculator, 2012
- Appraisal Institute: How to Systemize Your Appraisal Business, 2013
- Appraisal Institute: Online Appraisal Curriculum Overview-Residential , 2013
- Appraisal Institute: Online Appraisal Curriculum Overview-General, 2013
- Appraisal Institute: Online Appraisal Curriculum Overview-General, 2014
- Appraisal Institute: Problems in Critical Thinking, 2014
- Appraisal Institute: Statistics, Finance and Valuation Modeling, 2014
- Appraisal Institute: Trial Components, 2014
- Appraisal Institute: Supervisor/Trainee Course for Florida, 2014
- Appraisal Institute: Florida Appraisal Law & National USPAP Update Course, 2014, 2016
- Appraisal Institute: Mysteries and Misconceptions – USPAP and Appraiser Regulation, 2016
- Appraisal Institute: Major User Perspectives on Real Estate Appraisal, 2016
- Appraisal Institute: Appraisal Litigation, Legislative and Regulatory Update, 2016
- Appraisal Institute: Mock Trial and Prepping for Testimony, 2016
- Appraisal Institute: Comm Vendor Mgmt: What Keeps Procurement Exec Up at Night?, 2016
- Appraisal Institute: Market Analysis – Application into the Overall Appraisal Parts, 2016
- Appraisal Institute: Seven-Hour Seminar: FHA Appraising for Valuation Professionals, 2016
- Appraisal Institute: Appraisal Business and Ethics, 2017
- Appraisal Institute: USPAP for Federal Land Acquisitions: Practical Applications, 2017
- McKissock: Evaluating Today’s Residential Appraisal: Reliable Review, 2018
- McKissock: National USPAP Update,2018
- McKissock: Florida Appraisal Laws and Regulations Update, 2018
- Appraisal Institute: Business Practices and Ethics, 2019
Professional Memberships
- Society of Real Estate AppraisersPresident, S.R.E.A. Chapter 186, 1989-1990
- Appraisal Institute, MAI Member No. 47274, 1993
- SRA Member, Society of Real Estate Appraisers, 1993
- Certification, Florida State Certified General Appraiser RZ643
- Member Royal Palm Coast Realtor Association 177592
- State of Florida Registered Real Estate Broker
Properties appraised include: subdivisions, retail centers, motels, commercial buildings, industrial buildings, warehouses, mobile home parks, professional offices, medical offices, office/warehouse condominiums, single family homes, duplexes, apartment projects (3 units and more), individual condominium projects, residential lots, acreage, wetlands, special use properties, ranches, conservation easements and other miscellaneous properties.
Appraisal clients include: banks, savings and loan associations, attorneys, corporations, builders, developers, mortgage companies, home transfer companies, private individuals, and local, state and federal government agencies.
Has been qualified as an expert witness in Lee County Circuit Court and Federal Court. Has been qualified as an approved appraiser for the Florida Department of Transportation, the Florida Department of Environmental Protection, National Park Service, the Lee County School Board, Lee County Division of Public Works, and the South Florida Water Management District.