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PORTFOLIO
이 름: 영문이름 : 핸 드 폰: 이메일주소 :
부동산 경력증명서
1. 자격 및 경력
성명 근무처 및 부서 학 연령 만 세 최종학교 졸업년도 교 직위 전공 (학 위) 부동산분야 전체경력
2.경 력 사 항
구분 프로젝트명 담당업무 참여기간 사업규모 참여당시
소속회사 직위
2009 Portfolio Submission Form
Submit this form and the $100 dollar processing fee along with one (1) copy of your Portfolio of Qualifying Experience. Do not submit hand-written information in the blanks below. PLEASE TYPE. Name: Company: Business Address: City: State: Zip: Business Phone: Email: I am submitting my portfolio for the following submission deadline: __ January 27, 2009 __ May 5, 2009 __ July 28, 2009
Upon approval of my portfolio, I will register for the following 2009 Comprehensive Exam: __ April 23th Dallas FW, TX __ August 26th Chicago( O’Hare) IL __ October 15th Honolulu, HI
IMPORTANT: Portfolios will not be returned after grading. Please make a second copy of your portfolio for your records. In the event that your portfolio is not approved during the grading session, you may be asked to make revisions and you will need your second copy to do so. NO EXCEPTIONS! __ I am enclosing $100 dollars for the processing fee of my portfolio. Method of payment: __ Visa __ MasterCard __ American Express __ Check Enclosed Account Number: Expiration Date: Signature: _____________________________________________________________________ Return portfolio and processing fee to: CCIM Institute ATTN: Designation Department 430 North Michigan, Suite 800 Chicago, IL 60611-4092
CCIM Institute Portfolio Cover Sheet This should be the first page of your portfolio. Please type or computer-print. 1. Candidate's Name: Company: Address: City: State: Zip: Business Phone: Home Phone*: Supervisor Name: Supervisor Phone: 2. Any previous firms during these activities? __Yes __No Company: Address: City: State: Zip: Supervisor Name: Supervisor Phone: 3. Beginning date at current company: Are you a principal in your company? __ Yes __ No Do you hold a management position in your company? __ Yes __ No Title: 4. Are you or have you ever been a party to a lawsuit involving your professional services as a real estate practitioner? If yes, include a letter of explanation. __ Yes __ No 5. Are you or have you been involved in any litigation involving your financial responsibility as a real estate practitioner? If yes, include a letter of explanation. __ Yes __ No 6. By my signature, I hereby grant permission to contact any or all of the principal parties to any of the activities enclosed and acknowledge that falsification of information will permanently disallow the entire portfolio.
Signed_________________________________________________Date____________________ (your signature is required) *Since portfolio grading sessions are sometimes conducted on weekends, graders may need to contact you away from your office.
CCIM Institute
Summary of Qualifying Activities
This should be the second page of your portfolio. List activities in reverse chronological order, please type or computer print.
Activity Name and/or Address 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15. 16. 17. 18. 19. 20. 21. 22. 23. 24. 25. Dollar Value $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ Date of Completion
26. 27. 28. 29. 30.
$ $ $ $ $
Total Dollar Volume
$
(Must show 10 activities totaling at least $10 million, 30 activities, or $40 million in volume) By my signature, I allow the CCIM Institute to verify what I have submitted and acknowledge that falsification of any contents will permanently disallow the entire portfolio.
Signed ____________________________________________________ Date ______________
(Your signature is required)
CCIM Institute Activity Data Form
Include a copy of this page as the first page of each activity. Please type or computer-print.
Activity #
CANDIDATE
Today’s Date: Name: Position in Company: Company: Business Address: City: State or Province: Zip or Mail Code: Country: Business Phone: Cell Phone: Fax: E-mail Address: Supervisor Name: Supervisor’s Position in Company: Supervisor Business Phone: Supervisor E-mail Address:
SUBJECT PROPERTY
Property Name: Property Address: City: State or Province: Zip or Mail Code: Country:
Year Built: Type:
Occupancy at Sale: %
Size: Square Feet
# of Units:
Land Area Acres
□ Office
□ Retail
□ Industrial
□ Multifamily
□ Hotel
□ Land
□ Other (describe):
Activity
Date Activity Completed:
□ □ Active
Type: Manager of Commercial Real Estate
□ Commercial
Investment Real Estate Active Advisor
Commercial Mortgage Financing of Commercial Real Estate
□ Commercial
Real Estate Consulting
□ Commercial Real
Estate Development
□ Commercial
Investment Real Estate Lease
□
Sale/Purchase/ Exchange Buyer:
□ Residential Investment □ Pension Fund □ Government
Other (describe):
□ Other (describe): □ Bank □ REIT □ Credit Corporation □ Foreign □ Joint Venture □ Hotel Operator
□ Insurance Company □ LTD. Partnership □ Private Investor
□ Developer
□ Owner-User
Seller:
□ Insurance Company
□ Pension Fund
□ Bank
□ REIT
□ Credit Corporation
□ Joint Venture
□ LTD. Partnership □ Private Investor
Mortgage Amount: Capitalization Rates: $
□ Government
Other (describe):
□ Developer
□ Owner-User
□ Foreign
□ Hotel Operator
Interest Rate: Initial Cap Rate: % IRR %
%
Terms:
Years
For each property you MUST describe the property, analyze your role in great detail, reflect on what commercial and investment skills you used, or could have used, or in hindsight should have used and why. You are encouraged to attach supportive documentation that demonstrates your understanding and ability to use these skills. You need to convey a complete picture of the activity, with each step of the activity clearly and convincingly explained so that the graders can visualize the property and comprehend your reasoning from inception to completion. In the event that
adequate documentation of your involvement in a transaction is not provided, you may be contacted by a grader to provide a 3 to 5 page narrative describing your participation and use of CCIM Skills and/or additional documentation verifying the qualifying activity in which you were involved.
In the description you must address each of the following: Explain the activity from its inception to completion. Explain your role in the activity and the perspective from which the case study was written. Describe how you achieved or helped to achieve the principal’s goal(s) and objective(s). Discuss alternative courses of action that were available, how they were evaluated, and the basis on which the ultimate course of action was selected and other alternatives were rejected. Describe the negotiation process and/or recommended course of action, including the decision criteria and decision points. Detail the financing structure if applicable, including how it was selected and the benefits of choosing that form of financing. * If you submitted an activity in the 40 million dollar volume category you may be required to supply additional information and or documentation
Client’s Goals & Objectives: (Give a detailed description and use extra space as needed)
List Your Specific Job Duties and Exact Role in this Activity (Give a detailed description and use extra space as needed)
Your Job Title in this Activity: _______________________________________________
Explain and Illustrate the CCIM Skills You Used in this Activity (Give a detailed description and show examples of CCIM Skill sets -APOD, IRR, Cash Flow Analysis, Lease vs Own, etc): International candidates, please refer to the International Suggestions for your country:
VALUE of Activity: $ Commission Received: Company: $ Candidate: $ If no commission received, how were you compensated for this transaction?
OTHER AGENT(S) involved in Activity: __ In Company? __ Cooperating Broker Other Agent Name: Other Agent’s Role in this Transaction: Phone: Email Address: If more than one other agent, list all other agents involved and their roles:
Principals in the Activity: Identify each principal by name, current address, and phone number (check appropriate category): ___Seller/___Landlord/___Other (describe): Name: Address: Phone: Email Address: ___Buyer/___Tenant/___Other (describe): Name: Address: Phone: Email Address: Proof of Activity: __ Signed Closing Statement __ Signed Lease __ Other (describe): _____________________________________________________________________________ ______________________________________________________________________________
Proof of Candidate’s Role (minimum of two): __ Copy of commission check __ Signed/notarized statement __ Signature as witness __ Signature on listing agreement __ Signature on selling agreement __ Other (describe): _______________________________ _____________________________________________________________________________ I do hereby affirm that I was personally involved in this activity and that I personally wrote and compiled this report. By my signature I hereby grant permission to the CCIM Designation Committee or its appointed representatives to contact any or all of the parties in this transaction. Signed____________________________________________________________________ Date_______________________ PLEASE DO NOT WRITE IN THIS AREA – OFFICIAL USE ONLY
CCIM Grader: ________________________________________________ Approved Disapproved
Date: ______________________________ Disapprovals required Vice Chairman signature:____________________________
** SETTLEMENT DOCUMENTATION 간지 양식 ** 문자규격(50 포인트)그대로 똑같이 통일되게 사용 바람
SETTLEMENT DOCUMENTATION
** proof of cadidate’s role 간지 양식 ** 문자규격(50 포인트)그대로 똑같이 통일되게 사용 바람
PROOF OF CANDIDATE’S ROLE
Sample Notary Letter
CCIM Institute 430 North Michigan Avenue, 8th Floor Chicago, Il 60611
To Whom It May Concern: As the Corporate Real Estate Manager for the (company name) and with direct knowledge of (candidate name) activities, I certify that he has materially participated, and represented (company name) interests in the following transactions: Englewood, CO 6115193 Lease Eagan, MN 4130193 Lease Omaha, NE 12104192 Lease Schaumburg, IL 06112192 Leasehold Expansion Rockford, IL 11112191 Lease Lincoln, NE 8116191 Lease Bettendorf, IA 614191 Lease Chicago, IL 2113191 Lease Schaumburg, IL 215191 Lease West Des Moines, IA 211191 Lease Furthermore, I have reviewed the narrative that (candidate name) has prepared on each of these transactions and hereby attest that they accurately portray his/her role in bringing these transactions to a close. If you have any questions regarding the (candidate name) role at (company name), please do not hesitate to contact me. Sincerely,
Notary Seal