Qualifications

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

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

Appraisal Institute: Appraisal Report Writing, 2005

Appraisal Institute: Artificial Intelligence, AVMS, 2019

Appraisal Institute: Business Practice and Ethics, 2012, 2016, 2019, 2020

Appraisal Institute: Desktop Appraisals 2020

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 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

Appraisal Institute: State Law for Real Estate Appraisers, 2008, 2010, 2012

Appraisal Institute: The Appraiser as an Expert Witness, 2016

Appraisal Institute: Trial Components, 2016

Appraisal Institute: Uniform Appraisal Standards for Federal, 2007

Bert Rodgers: Continuing Education, 2004

Bert Rogers: Real Estate CE, 2006

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

FREB Board Meeting, 2007

Larson Educational Services: Core Law, 2010

McKissock: Supervisor –Trainee Course for Florida, 2019

NABOR Ethics Training: 2004, 2008, 2012, 2016

Southern Real Estate Academy: Broker License, 2007

Trans Equity Inc: Core Law, 2012

 

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 MEMBERSHIP:

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 ‑ 1978 Bachelor of Science ‑ Real Estate

Edison Community College ‑ Associate of Arts Degree

 

PROFESSIONAL EDUCATION:

Narrative Report Writing Seminar ‑ 1980

S.R.E.A. #101:  Florida State University ‑ 1978

S.R.E.A. R‑2 Exam ‑ 1981

A.I.R.E.A.:  Course 1‑B, Part 1, 2 & 3 ‑ 1983

Farm and Land Institute ‑ Citrus Seminar ‑ 1982

A.I.R.E.A.:  Standards of Professional Practice ‑ 1984

S.R.E.A:  Income Property Appraising ‑ 1984

R41c Florida League of Financial Institutions ‑ 1986

S.R.E.A.: Uniform Residential Appraisal Report ‑ 1987

S.R.E.A. #202: Applied Income Property Valuation ‑ 1987

A.I.R.E.A.:  Rates, Ratio and Reasonableness – 1988

S.R.E.A.:  Professional Practice Seminar – 1988

S.R.E.A.:  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 – 1992

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 – 1995 (40 Hours)

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 C – 2000

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 – 2002-2005

National USPAP Update Course – 2004, 2006, 2008

The Professional’s Guide to the URAR Form – June, 2005

SFWMD: 2006 Appraisal Seminar – April, 2006

Florida State Law for Real Estate Appraisers – August, 2006; September, 2008

Reappraising, Reassigning and Readdressing Appraisals, May 2007

Appraisal Challenges: Declining Markets and Sales Concessions – May, 2008

SFWMD: 2008 Appraisal Seminar – May, 2008

Supervisor Trainee Roles and Rules – September, 2008

Appraisal Institute: Business Practices and Ethics – December, 2008

Florida Department of Revenue – Value Adjustment Board Training – Sept., 2009

Appraisal Institute: USPAP Update Course – August, 2010

Appraisal Institute: Supervisor Trainee Roles and Rules – August, 2010

Appraisal Institute: Florida Law Update – August, 2010

Appraisal Institute: Forecasting Revenue – October, 2010

Appraisal Institute: The Uniform Appraisal Dataset from Fannie Mae/Freddie Mac–Aug, 2011

Appraisal Curriculum Overview (2 Day General) – November, 2011

Appraisal Institute: Appraising Convenience Stores Online Education – Dec., 2011

Florida Appraisal Law – May, 2012

Appraisal Institute: National USPAP Update Course – May, 2012

Appraisal Institute: Online Using Your HP12C financial Calculator – Oct 3, 2012

Appraisal Institute: How to Systemize Your Appraisal Business – April 17, 2013

Appraisal Institute: Online Appraisal Curriculum Overview-Residential –April 21, 2013

Appraisal Institute:  Online Appraisal Curriculum Overview-General – April 28, 2013

Appraisal Institute: Online Appraisal Curriculum Overview-General –May 1, 2013

Appraisal Institute: Problems in Critical Thinking – February, 2014

Appraisal Institute: Statistics, Finance and Valuation Modeling – September, 2014

Appraisal Institute: Trial Components – November, 2014

Appraisal Institute: Supervisor/Trainee Course for Florida – June, 2015

Appraisal Institute: Florida Appraisal Law & National USPAP Update Course –April, 2014; April, 2016

Appraisal Institute: Mysteries and Misconceptions – USPAP and Appraiser Regulation – July, 2016

Appraisal Institute: Major User Perspectives on Real Estate Appraisal – July, 2016

Appraisal Litigation, Legislative and Regulatory Update – July, 2016

Appraisal Institute: Mock Trial and Prepping for Testimony – July, 2016

Appraisal Institute: Comm Vendor Mgmt: What Keeps Procurement Exec Up at Night?–July, 2016

Appraisal Institute: Market Analysis – Application into the Overall Appraisal Parts – July, 2016

Appraisal Institute: Seven-Hour Seminar: FHA Appraising for Valuation Professionals – July, 2016

Appraisal Institute: Appraisal Business and Ethics – October, 2016

Appraisal Institute: USPAP for Federal Land Acquisitions: Practical Applications – November 15, 2017

McKissock: Evaluating Today’s Residential Appraisal: Reliable Review – September, 2018

McKissock: National USPAP Update (2018-2019) – September, 2018

McKissock: Florida Appraisal Laws and Regulations Update – September, 2018

Appraisal Institute: Client Requested Evaluations – 2019

McKissock: National USPAP Update 20/21 – July, 2020

McKissock: Florida Appraisal Laws and Regulations – Update July, 2020

McKissock: Desktop Appraisal Assignment: An Overview – August, 2020

McKissock: Documenting Your Work File – August, 2020

McKissock: Diversify Your Appraisal Practice – August, 2020

McKissock: That’s A Violation: Appraisal Real World – August, 2020

McKissock: Condominium Appraisal – November, 2020

 

EXPERIENCE:

7/85 to present:             Carlson, Norris and Associates, Inc.

3/82 to 6/85:                  Stewart & Stephan, Inc.  Fort Myers, Florida

6/78 to 3/82:                  Webster & Associates, Inc. Fort Myers, Florida

1990-2005, 2009-2016:  Special Magistrate, Lee County Value Adjustment Board

 

PROFESSIONAL MEMBERSHIP:

1989 – 1990                        President, S.R.E.A. Chapter 186

MAI Member #09852         Appraisal Institute – 1993

SRA Member                       Society of Real Estate Appraisers – 1983

Certification                         State Certified General Appraiser #0000643

Member                                Board of Realtors

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.

C. William Carlson, MAI, SRA

QUALIFICATIONS OF C. WILLIAM CARLSON, MAI, SRA

STATE-CERTIFIED GENERAL REAL ESTATE APPRAISER RZ667

 

EDUCATION:

Northeastern Oklahoma A and M College, 1966‑1967

Edison Community College, 1967‑1968, Associate of Arts Degree

University of Southern Mississippi, 1968‑1970

Bachelor of Science in Business Administration

 

PROFESSIONAL EDUCATION:

Society of Real Estate Appraisers:

Course 101:  Introduction to Appraising Real Property ‑ 1976

Course 201:  Principles of Income Property Valuation ‑ 1978

Rental Apartment Complex Appraisal Seminar ‑ 1978

Narrative Report Writing Seminar ‑ 1978

Course 202:  Applied Income Property Valuation ‑ 1984

R41b and the Appraiser ‑ 1985

Valuation and Evaluation of Proposed Projects ‑ 1987

Depreciation Analysis – 1988

Professional Practice Seminar – 1988

FNMA Property and Appraisal Analysis Guidelines – 1989

American Institute of Real Estate Appraisers:

Standards of Professional Practice ‑ 1983

Sales Comparison Approach using a Market Data Grid ‑ 1986

Course: Capitalization Theory and Techniques Part A ‑ 1987

Course: Capitalization Theory and Techniques Part B ‑ 1987

Standards of Professional Practice (Update) – 1988

Appraisal Institute:

Standards of Professional Practice – Part A – 1991

Standards of Professional Practice – Part B – 1991

Subdivision Analysis – 1991

Land Fills and Their Effect Upon Value – 1991

Feasibility and Highest And Best Use – 1991

Real Estate Law For Real Estate Appraisers – 1991

Fair Value/What Is It and How To Estimate It – 1991

Appraisal Banking Regulations FIRREA – 1992

Rates, Ratios, Reasonableness – 1992

Appraising Troubled Properties – 1992

Appraisal Review/Income Properties – 1993

The Appraisers Guide to the Uniform Residential Appraisal Report – 1993

Discounted Cash Flow Analysis – 1993

Understanding Limited Appraisals and Appraisal Reporting Options (General) – 1994

Appraisal for Retail Properties, 1996

Standards of Professional Practice, Part A, 1996

Standards of Professional Practice, Part B, 1996

Appraising 1-4 family income properties – 1996

The Appraiser’s Complete Review – 1997

Main skills, calculator and graphical interpretation – 1998

General concepts – 1998

Cost Approach, Feasibility and Highest and Best use – 1998

Income Approach and Partial Interests – 1998

Sales Comparison Approach – 1998

FHA and The Appraisal Process – 1999

Attacking and Defending an Appraisal in Litigation – 2000

USPAP Core Law Update for Appraisers – 2000

Standards of Professional Practice, Part C (completed) – 2000

Condemnation Appraising Basic Principles (completed) – 2000

Business Practices and Ethics – 2019

SFWMD: Appraisal Fundamentals, Project Influence and Natural Resource

Impacts – 2001

Florida State Law & USPAP Review for Real Estate Appraisers – 2002

Rates and Ratios: Making Sense of GIMs, OARs and DCFs – 2003

The Emerging Mark-to-Market: Valuation for Financial Reporting – 2003

National USPAP Update Course – 2004, 2006, 2008

SFWMD: Current Appraisal Issues in Florida 2002 – 2005

The Professional’s Guide to the URAR Form – June, 2005

SFWMD: 2006 Appraisal Seminar – April, 2006

Florida State Law for Real Estate Appraisers – August, 2006;

September, 2008; May, 2010

SFWMD: 2007 Appraisal Seminar – May, 2007

Forecasting Revenue – September, 2007

Appraisal Challenges: Declining Markets and Sales Concessions – May, 2008

SFWMD: 2008 Appraisal Seminar – May, 2008

Supervisor Trainee Roles and Rules – September, 2008; May, 2010

USPAP Update Course – September, 2008; May, 2010

Introduction to FHA Appraising – February, 2009

Business Practices and Ethics – December, 2009

Appraisal Institute: National USPAP Update Course – May, 2010

Appraisal Institute: Forecasting Revenue – October, 2010

The Uniform Appraisal Dataset from Fannie Mae and Freddie Mac – August, 2011

Appraisal Curriculum Overview (2 Day General) – November, 2011

Trial Components: Recipe for Success or Failure – February, 2012

Florida Appraisal Law – May, 2012; June 2014; July 2016

Appraisal Institute: National USPAP Update Course – May, 2012
Business Practices and Ethics – September, 2012

Excel as an Appraisal Professional: Making Your Job Easier – June, 2013

Appraising the Appraisal: Appraisal Review – Residential – August, 2013

Problems in Critical Thinking – February, 2014

Uniform Appraisal Standards for Federal Land Acquisitions – March, 2014

7- Hour National USPAP Update Course – June 2014

Real Estate Education Specialists, Inc.

National USPAP Update – July, 2016

FHA Property Analysis – July, 2016

Better Safe Than Sorry – July, 2016

The Underlying Asset – July, 2017

Sales Comparison Approach for Mixed Use Properties – July 2017

Uniform Appraisal Standards for Federal Land Acquisitions: Practical Applications- September, 2017

McKissock:

National USPAP Update (2018 – 2019) – September, 2018

Florida Appraisal Laws and Regulations Update – September, 2018

That’s a Violation: Appraisal Standards in the Real World – August 2020

Florida Appraisal Laws and Regulations Update – August 2020

The Appraisal of 2-4 Unit Properties – September 2020

National USPAP Update (2020 – 2021) – September 2020

Residential Property Inspection for Appraisers – September 2020

Documenting the Appraiser’s Work File – September 2020

Desktop Appraisal Assignments: An Overview – September 2020

 

 

PROFESSIONAL MEMBERSHIPS:

President of Southwest Florida Chapter of the Appraisal Institute

Society of Real Estate Appraisers, Chapter 186, Fort Myers, Florida 1991

Member of the Appraisal Institute (MAI, SRA)

State-Certified General Real Estate Appraiser #RZ667

 

 

EXPERIENCE:

Carlson, Norris and Associates, Inc., Fort Myers, Florida, July, 1985 to Present

Stewart & Stephan, Inc., Fort Myers, Florida, July, 1981 to July, 1985

Richard P. Webster and Associates, Inc., Fort Myers, Florida

Real Estate Appraisal Firm, 1976-1981

Special Magistrate – Lee County Value Adjustment Board, 1990-2001, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020

Special Magistrate – Charlotte County Value Adjustment Board, 2003-2007 and 2010, 2012, 2013

 

Properties appraised include all types of residential properties, apartment and condominium projects, motels, restaurants, offices, warehouses, acreage, mobile home parks, residential subdivisions and miscellaneous properties.

 

Appraisal clients include the City of Fort Myers, City of Cape Coral, Lee County, Florida Department of Environmental Protection, financial institutions, attorneys, builders,  developers, mortgage companies, home transfer companies, and private individuals.

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