Sarasota Realtor Magazine: January 2014 – (PDF – 12.05MB)

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Sarasota
JANUARY 2014
REALTOR
The Official Monthly Publication of the Sarasota Association of Realtors®
All in the Family
2014 SAR
President Peter
Crowley believes
in the foundation
of family
See Page 6
SAR Dues Invoices Now Available, Payment Deadline Jan. 15th - See Page 14
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Contents
Sarasota Realtor® Magazine
Volume 11, Issue 1
JANUARY 2014
Sarasota Association
of Realtors®, Inc.
2320 Cattlemen Road
Sarasota, Florida 34232
Phone: 941/952-3400
FAX: 941/952-3401
www.sarasotarealtors.com
www.facebook.com/SarasotaRealtors
6
Family Ties
With the installation of SAR President Peter Crowley,
2014 SAR Officers
the Association completed an historic first - both of Peter’s parents
previously served as SAR President!
President
Peter Crowley
RE/MAX Alliance Group
President-Elect
Stafford Starcher
10 Tallahassee Rules
Governmental Affairs Director Marc Mansfield explains
how the Florida Legislature works through the process
of turning proposals into bills and laws.
12 Homestead Surprises?
The new year could bring changes to your Homestead status,
and Sarasota County Property Appraiser Bill Furst notes
attention to this detail might save you some money.
15 Still Strong
Volume 11 • Issue 1 •JANUARY 2014
The November 2013 statistical report for property sales in
Sarasota County remained strong and steady, with a big increase
in the single family home median sales price.
18 Signature Event
In every issue
18- Commercial Investment Division
20- Education Programs
24- On the SAR Scene
27- Pathways to Professionalism
30- Membership
32- Calendar of Events/Education
4
JANUARY 2014
Immediate Past President
Roger Piro
Town & Country Realty
Chief Executive Officer
Kathy Roberts
Mission Statement
The mission of the Sarasota Association of
®
Realtors is to advance members’ professionalism
through delivery of education and resources
while upholding the Realtors® Code of Ethics.
We are committed to be the leading advocate
of real estate in the communities we serve by
protecting private property rights and expanding
relationships with individuals and organizations
both locally and worldwide.
Sarasota Realtor® is published monthly by the
Sarasota Association of Realtors® Inc.
Editorial Staff
Director of Communications
Ray Porter
Director of Information Technology
Jesse Sunday
Director of Professional Development
Catherine McCaskill
Governmental Affairs Director
Marc Mansfield
Production
Coastal Printing, Inc.
10- Governmental Affairs
15- Sales and Listing Statistics
Treasurer
Xena Vallone
Xena Vallone Realty
Director of Membership
and Administrative Services
Dan Andrews
The CID has planned a Signature Event in January,
with Ralph Spencer, CCIM, speaking on Jan. 17th at Fete Ballroom
at the Polo Bar and Grill in Lakewood Ranch.
12- Property Appraiser
Secretary
Amy Worth-Paul
RE/MAX Platinum Realty
ON THE COVER
2014 SAR President Peter
Crowley with his wife Keli and
4-year-old Kenley. With Peter
are (left to right) Kink Crowley
(sister); Dan Crowley (brother);
Judy and Tim Crowley (parents)
and Cara Crowley (sister). Not
pictured was young Jack (age 2),
who was napping.
See story on Page 6.
Sarasota Realtor® Advertising: For information on
advertising rates and deadlines, contact Ray Porter
at 941/952-3405 or [email protected].
Subscriptions: The annual dues of every member of
the Sarasota Association of Realtors®, Inc., includes a
one-year subscription to Sarasota Realtor ® magazine.
A yearly subscription for Sarasota Realtor ® magazine
is available to non-members for $25, plus Florida
sales tax.
Editorial ideas and manuscripts are welcome. Byline
articles and columns express the opinions of the
writers and do not necessarily reflect the policies or
sentiments of the Sarasota Association of Realtors®,
Inc. All submitted copy is subject to editing.
2014 Copyright© by the Sarasota Association of
Realtors®, Inc. All rights reserved. Reproduction
in whole or in part without written permission is
prohibited.
Florida Realtors® set
Mid-Winter Meetings
Florida Realtors® has slated their Mid-Winter Meetings
for Jan. 22-26, 2014 in Orlando, and local Realtors® are
invited to attend.
The meetings will be held at Renaissance Orlando at
SeaWorld®. The resort is located at 6677 Sea Harbor Drive,
Orlando, FL 32821. Call toll-free 1-800-327-6677 to
make your hotel reservation.
Celebrate traditions, history and the excitement of a
new year at the Association’s annual showcase event - the
Inaugural Banquet, on Jan. 25th. The banquet features the
installation of the Florida Realtors® 2014 Officers, District
Vice Presidents and Presidents of Florida’s Chapters of
NAR’s Institutes, Societies and Councils, including SAR
member Mike Bruno, new District 13 Vice President.
Correction on Annual Report
The SAR Annual Report for 2013 mistakenly
included the names of the 2012 Board of Directors.
We apologize for the error. The following members
of the SAR Board were not mentioned: Steve Bailey,
Coldwell Banker RE; Marianne LeBar, Michael
Saunders & Company; Brad Lindberg, Sperry Van Ness
Commercial; Renee Marquiss, Xena Vallone Realty;
Joyce Steward, Joyce Marie Steward Real Estate; and
Amy Worth-Paul, RE/MAX Platinum Realty.
Affiliate Spotlight
on Kathleen Strobel
The January 2014 SAR Affiliate
Spotlight is on Kathleen Strobel of
BMO/Harris Bank.
A mortgage banker for 30
years, Kathleen strives to make
the mortgage process simple and
smooth as possible. She offers
guidance to help her clients clearly
understand and choose the best
financial options to fit their needs.
BMO Harris Bank has over
130 years in banking experience,
providing Kathleeen the tools to be
a successful mortgage professional.
She specializes in construction and
condominium loans, and is a five
time recipient of Sarasota’s Five
Kathleen Strobel
Star Mortgage Professionals, an
honor only a few mortgage loan
originators have achieved.
Besides working with the Sarasota Association of Realtors®
Affiliates, Kathleen is also a Lifetime Director of the Building
Industry Association of Manatee- Sarasota.
Kathleen can be reached at 941-757-4501, or by email at kathleen.
[email protected] or visit www.bmoharrisbank.com.
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Cover Story
All in the Family
Peter Crowley begins SAR presidency with focus on family ties
“There is no doubt that it is around the
family and the home that all the greatest
virtues, the most dominating virtues of human,
are created, strengthened and maintained.” Winston Churchill
“In every conceivable manner, the family is
link to our past, bridge to our future.” - Alex
Haley
F
Family can be found in many places. Certainly
in the home. Perhaps in the work place. Even in a
large trade association, where people of like mind
and shared business choice can discover comradarie,
companionship and caring.
Peter Crowley, broker with the RE/MAX Alliance
Group, wants to instill a stronger sense of family
during his upcoming year as President of the Sarasota
Association of Realtors®.
Peter noted in his recent installation address that he
is looking forward to his leadership position with SAR
to help contribute to the ongoing professionalism of
the outstanding Realtors® in our association.
Peter is most proud of his family - Keli (wife),
Kenley (daughter, 4 years old) and Jack (son, 2). He
is also proud of his parents, Judy Crowley and Tim
Crowley, who each served as president of SAR.
In a unique, historic moment for SAR, Peter’s
parents installed him as SAR’s 2014 President on Dec.
11th at Michael’s On East. Also present at the event
were Peter’s brother, Dan, and sisters, Kink and Cara.
It was truly a family affair!
“For those that know me well, it is obvious that
family is paramount in my life,” said Peter. “Most
of my family is involved in the real estate business
in some capacity and we spend a great deal of time
together and rely on one another for support.”
The extension of this family atmosphere and
commitment is something Peter will strive to engender
in 2014.
“Clearly my parents have served as role models
to me and it was a real treat to have them install
our leadership team for 2014,” Peter noted. “I have
another strong family in my real estate company there is a great amount of respect and loyalty that we
share and I am fortunate to work with such a talented
6
JANUARY 2014
group. I am happy to be adding a third family to the
mix - my SAR family. As with all families, we will
experience ups and downs and maybe even a little
drama. Regardless, we will stick together as families
do and I am confident that 2014 will be a great year
for us all.”
Peter graduated from the University of Florida with
a law degree and an MBA. He is a member of the
Florida Bar, and also a graduate of the REAL Trends
Leadership Institute. He is President and Broker/
Co-Owner of RE/MAX Alliance Group.
He is also a past director for My Florida Regional
MLS and was actively involved in the enrollment of
the five southwest associations into the regional MLS.
In 2008, Peter received the SAR President’s Award.
Peter is also past Chairman of Goodwill Industries
Manasota, Inc.
A graduate of Pine View School, Peter calls his time
there “the best educational experience of my life.” His
sister Cara teaches second grade at Pine View and has
two chuldren attending the school.
Peter attended Duke for his freshman year of college,
then transferred to the University of Florida for the
remainder of his undergraduate studies (he switched
from Pre-Med to Psychology, the reason for the
transfer). He also received his MBA and Law degree
from UF.
“I would like to thank Roger Piro as the outgoing
President for SAR. Roger played a significant role
in finalizing the plans for our new facility, including
numerous meetings with concerned neighbors. In
addition, Roger has agreed to serve as SAR’s first 3
year director for the National Association of Realtors®.”
Peter noted that when he was first asked to serve
on the leadership team at SAR, he had some real
reservations about making such a big commitment.
“While I was honored by the invitation to serve, I
was concerned about the time commitment since I am
in the midst of helping to raise a young family as well
as running a large real estate company,” Peter recalled.
“I definitely welcomed the opportunity to serve on
the leadership team, but I wanted to make sure that I
could commit adequate time to do the job right.”
After consulting with his wife, Keli, his business
partners, Ron Travis and Dave Coupland, and other
members of his management team, he felt comfortable
Continued on P. 29, See FAMILY
SAR’s 2014 Emerging Leaders Program Announced
Mandatory Classroom Requirements (2 hours each):
Applicants will be required to attend 4 sessions:
• April 7, 1 to 3 p.m.
• May 5, 1 to 3 p.m.
• June 16, 1 to 3 p.m.
• July 7, 1 to 3 p.m.
Mandatory Meeting Attendance Requirements:
• Attend Florida Realtors Annual Convention August
(Aug. 13-17, 2014)
• Attend Florida Realtors District 13 Conference (Punta
Gorda, June 20, 2014)
• Attend at least one SAR Leadership Committee Meeting
(second Wednesday of each month 8:30-9:30 a.m. at SAR)
Graduation
Your achievement will be recognized
at the 3rd Quarterly SAR Membership
Luncheon on Thursday, Sept. 18th (tentative date).
Post-Graduation Requirement
You consent to serve on the planning committee for the
2015 Emerging Leaders Program.
Tuition: $100
Payable in advance.
Yes!
MARKETING SERVICES
2014 Time Commitment
• Attend at least one SAR Quarterly
Membership Luncheon
Mandatory Group Project
Participants will be required to
brainstorm and come up with a group
project that will be completed prior
to the projected graduation date in
September 2014.
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SAR has announced the 2014
Emerging Leaders Program, an exciting
opportunity for members to begin a
leadership path within the association.
This rigorous program is designed
to train emerging Realtor® leaders who
want to get involved, make a difference,
grow their businesses and expand
their leadership skills. Whether your
aspirations are directed toward leading
an SAR committee or a community
organization, the SAR Emerging Leaders
Program will empower you to maximize
your leadership potential.
As a participant, you will be immersed in a classroom
setting, group sessions, team-building exercises, goal
setting, networking techniques and communication skills.
Graduates of the SAR Emerging Leaders Program will be
serving as mentors throughout the program.
Graduates of the SAR Emerging Leaders program will
be equipped with the knowledge, skills and confidence to
excel as a leader in the community as well as in the Realtor®
organizations. Graduates should be prepared to become
volunteers and committee chairs for SAR and prepare for
potential future leadership positions on the SAR Board of
Directors, and progress to leadership positions with Florida
Realtors.
For 2014, a maximum of 15 members (two of whom
may be affiliate members) will be selected from a growing
list of candidates, who must submit a written application.
Applications will be accepted from January 1, 2014 through
January 31, 2014. Finalists interview for a spot with the
Emerging Leaders Selection Committee. In addition to
completing the questions, applicants should attach a current
photograph and resume to their application.
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Governmental Affairs
How does the Florida Legislature operate?
T
The 2014 Legislative Session will begin on March 4,
2014 and conclude on May 2, 2014. Sessions run for a
period not to exceed 60 days. To better understand the
“basics” of a legislative session please see below FAQs
courtesy of the Florida House of Representatives.
Q. How can I tell the difference between a House
and Senate bill?
A. House and Senate bills are numbered in serial
order as they are filed. House bills receive odd numbers
(1, 3, 5...) and are prefixed by “H” or “HB”; Senate
bills receive even numbers (2, 4, 6…) and are prefixed
by “S” or “SB.”
Q. What is the difference between an engrossed
bill and an enrolled bill?
A. An engrossed bill is a bill which has been
amended. A bill may be engrossed many times.
An enrolled bill, which may or may not have been
engrossed, is a bill that has passed both houses of
the legislature and has been converted into an act for
presentation to the Governor.
Q. What is a linked bill?
A. A bill that is contingent upon passage of another
bill within that chamber is a linked bill.
Q. What does the underlining and overstriking in
a bill or amendment text mean?
A. Required by the rules of both houses of the
Legislature, underlining and overstriking indicate
changes being made to the text of an existing law.
Underlined text is new language and overstriking
indicates text being removed.
Q. What does the CS, CS1, CS2 etc., mean on the
end of a bill number?
A. “CS” denotes a committee substitute in the House
or Senate, which is a substitute bill proposed by either
a House or Senate committee for a bill considered and
amended by that committee. Each House or Senate
committee to which a bill is referred may adopt a
substitute for that bill. If the previous committee of
reference adopted a substitute for the bill, the next
committee may adopt a substitute for that substitute.
Q. What does the bill action “in messages” mean?
A. “In messages” refers to the location of a bill passed
by a chamber en route to or residing in the other
chamber for consideration.
Q. What is the deadline for the Governor to sign
bills?
A. While the Legislature is in session, the
Constitution allows a 7 day period following
presentation of a bill to the Governor within which to
sign or veto the bill. If the Legislature has adjourned
before an act is presented to the Governor or while an
act is in the Governor’s possession, the Governor has
15 days from the date of presentation in which to take
action.
Q. What happens when the Governor vetoes a bill?
A. When the Governor vetoes a bill it is sent back to
its house of origin. It is available for consideration until
the end of the current session or, if the Legislature is
not in session when the bill is received until the end of
the next regular session. If two-thirds of the members
of each house vote to override the Governor’s objection,
the bill becomes law.
Marc
Mansfield can
be reached at
941.952.3410
The new Florida State Capitol building is shown in the background, with the old Capitol in the foreground.
10
JANUARY 2014
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Don’t be caught short by Homestead surprises… Don’t be caught short
by Homestead surprises
Well, isn’t it a pleasant change to be starting the New Year with a brighter economic outlook? The light at the end of the tunnel seems to be coming thanks to a thawed out real property market. New Year’s wishes to you all for continued improvement in one of the main drivers of Sarasota By Bill Furst, GRI, CRS, CRB
County’s economic well being. Sarasota County Property Appraiser
Well, isn’t it a pleasant change to be starting the New Year
As I described in last month’s article, our office is beginning the tax roll with a brighter economic outlook? The light at the end of the
cycle for 2014, including the processing of new homestead and other tunnel seems to be coming thanks to a thawed out real property
exemptions applications and investigation of possible improperly market. New Year’s wishes to you all for continued improvement
in one of the main drivers of Sarasota County’s economic well
exempted properties. being.
As I described in last month’s article, our office is beginning
Our year‐end reviews included removal of homesteads and Save Our the
tax roll cycle for 2014, including the processing of new
Homes Caps from properties that were sold or otherwise transferred in homestead and other exemption applications and investigation
2013. We review deeds, certificates of title and other recorded documents of possible improperly exempted properties.
to identify changes in ownership that require exemption removal or Our year-end reviews included removal of homesteads and
modification for the new tax year. Save
Our Homes Caps from properties that were sold or
otherwise transferred in 2013. We review deeds, certificates
A property owner who purchased a homestead property during 2013 may of title and other recorded documents to identify changes in
have benefited from the previous owner’s exemption status on their 2013 ownership that require exemption removal or modification for
tax bill. Those benefits will come off for 2014. That includes any Save Our the new tax year.
Homes Cap value belonging to the previous owner. This could result in a A property owner who purchased a homestead property
significant increase in taxable value for 2014. Closing agents usually use during 2013 may have benefited from the previous owner’s
the last certified tax bill in calculating tax prorations and escrow amounts exemption status on their 2013 tax bill. Those benefits will
come off for 2014. That includes any Save Our Homes Cap
on closing statements. New property owners need to be aware of this and value belonging to the previous owner. This could result in a
adjust their personal budgets or escrow payments accordingly to avoid tax significant increase in taxable value for 2014.
sticker shock in November, even if they intend to file for homestead on Closing agents usually use the last certified tax bill in
their own behalf for 2014. calculating
tax prorations and escrow amounts on closing
statements.
New property owners need to be aware of this and
We also conduct investigations of homestead fraud to identify property adjust their personal budgets or escrow payments accordingly to
owners who were not occupying the property as their permanent avoid tax sticker shock in November, even if they intend to file
residence on January 1. When we find proof of ineligibility the exemption for homestead on their own behalf for 2014.
is removed. Keep in mind that values and exemption status displayed on We also conduct investigations of homestead fraud to identify
our website are for the last certified tax roll and, until we post the 2014 property owners who were not occupying the property as their
preliminary values and exemption information in mid‐July, all value and permanent residence on January 1. When we find proof of
exemption data are as of January 1, 2013. Even then, if we find the ineligibility the exemption is removed. Keep in mind that values
and exemption status displayed on our website are for the last
exemption is improperly applied, the exemption will be removed after certified tax roll and, until we post the 2014 preliminary values
preliminary certification. and exemption information in mid-July, all value and exemption
data are as of January 1, 2013. Even then, if we find the
To qualify for a homestead exemption a property owner must be a exemption is improperly applied, the exemption will be removed
permanent resident of Florida and must own and occupy the property as after preliminary certification.
their permanent residence on January 1. The deadline for filing for To qualify for a homestead exemption a property owner must
For more
homestead or other exemption is March 1. Applicants may file in person or be a permanent resident of Florida and must own and occupy
information,
online at www.SC‐PA.com. contact
the
the property as their permanent residence on January 1. The
Property
deadline for filing for homestead or other exemption is March 1.
Appraiser
Applicants may file in person or online at www.SC-PA.com.
W
Statutes governing Homestead Exemptions. §196.011: Every person who owns real property on January 1 shall, on or before March 1, file an application for exemption with the property appraiser. Failure to make application on or before March 1 shall constitute a waiver of the exemption privilege for that year. §196.031: Every person who, on January 1, has the legal title or beneficial title to real property and who occupies the property and in good faith makes the same his or her permanent residence is entitled to a homestead exemption. Before an exemption is granted a deed or instrument must be recorded in the official records of the county. A person who is receiving or claiming the benefit of an ad valorem tax exemption or a tax credit in another state where permanent residency is required as a basis for the granting to that exemption or credit is not entitle to the homestead exemption. §196.151: If the property appraiser finds that an applicant is not entitled to the homestead exemption the appraiser shall notify the applicant. §196.161: If the property appraiser finds that a person with an existing homestead is not entitled to the exemption the exemption is removed and, if the property appraiser determines that the person was not entitled for any year or years within the past 10 years a lien will be placed against any property owned by that person in the county or the state. For more information please contact the Property appraiser’s office at PA@SC‐PA.com or 941.861.8200. Bill Furst’s
office at
941.861.8200.
12
JANUARY 2014
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Prices shown are estimated base prices, do not include lot premiums or options and are subject to change without notice. Community Association fees required. Additional terms, conditions and restrictions apply. Photographs are for illustrative
purposes only and are not intended to be an actual representation of a specific community, neighborhood or any completed improvements being offered. Please see a sales associate for details. This material shall not constitute a valid offer in
any state where prior registration is required or if void by law. ©2012 PulteGroup, Inc. All rights reserved. 12/5/12. CBC057850.
IMPORTANT DUES INFORMATION – PLEASE READ CAREFULLY
2014 Dues Invoices Are Now Available and Past Due Jan. 15th
For the Who, What, When, Where, and Why’s regarding mandatory electronic online dues payments, please visit the
SAR website at www.sarasotarealtors.com and click on the MEMBERS tab near the top of the page, FAQ’s, Dues and
Accounts.
• When and Where are dues invoices sent?
 Individual dues invoices are available @ http://www.sarasotarealtors.com (under MY SAR ACCOUNT at top
of the page), where they can be viewed, printed, and paid. In addition, an email was sent to all members
notifying when the invoices were produced and available for payment.
• What is included on this dues billing?
 Annual dues: Local, State, National, CID (if applicable), Global Business Council (if applicable) and voluntary
RPAC.
• Payment Methods: ELECTRONIC PAYMENTS ONLY!
 Two payment options:
1. Deduct directly from your checking account via:
A. Debit card (MC,V) – the easiest way to have the payment deducted from your checking account.
(please note that if your debit card is simply an ATM card without a MasterCard or Visa symbol
it will not work). If you use a debit card with the MasterCard or Visa symbol, you will check
“credit card” as payment type *(log-in required).
B. Electronic check – use same information as on your check.
2. Credit card (MasterCard, Visa, or American Express).
 Instructions for all payments
 Go to www.sarasotarealtors.com
 Click on MY SAR ACCOUNT at top of page and log in
 Under My Services, click on “Pay/View Bill Online”
 Follow the payment process to confirmation of a successful transaction
 Online charges will appear on your bank and credit card statements as “Realtor Association/MLS
Chicago IL”
 To print a copy of your invoice, click on the invoice number
OR
Come to the SAR offices (2320 Cattlemen Rd.) and use our computer in the lobby which is programmed to open
directly into the log-in screen and has easy instructions located at the workstation for your use.
 Once payments are made online, they are updated to your account within 72 hours. We encourage you to
go online to check the status of your account.
• Due Dates, Termination of Services, and Refund Policy
 Due: December 15, 2013; Past Due: January 15, 2014, 5:01 p.m.
 $50 late fee assessment on open balances as of January 15, 2014, 5:01 p.m.
 Members with open balances as of 5:01 p.m. on January 15, 2014 will be subject to suspension of all Realtor®
services.
 Members with outstanding balances at 5:01 p.m. on February 15, 2014 will be terminated. Reinstatement
will require payment in full of all amounts due at date of termination, plus a $150 SAR application fee to
rejoin as a new member.
 For a member whose license is placed inactive prior to Jan. 1st and who has paid their invoice, the inactive
member will receive a full refund of the payments made.
 For a member whose license is placed inactive on or after Jan. 1st and who has paid their invoice, all
payments received are non-refundable.
14
JANUARY 2014
M
Single family home median prices up 20.6 percent
M
Median sale prices for single family
homes sold in Sarasota County in
November 2013 were up 20.6 percent
over last November, a clear sign that
recent price appreciation in the single
family home market is continuing
unabated. Single family home prices
were at $187,000 this November
compared to only $155,000 last
November. The rolling median sale
price for single family for the past 12
months was $181,700, up 23 percent
over last year at this time ($147,000).
Comparing November to October,
prices were up slightly for single family
($185,776 last month).
Condo prices were slightly down
this November compared to last year
at this time - $157,750 compared to
$160,000 in November 2012. But the
12-month rolling median for condos
was $163,000, up 10.1 percent over
last year at this time. Condo prices
were down 10.9 percent from October’s
figure of $175,000.
Total property sales in Sarasota
County continued to moderate in
November 2013. Overall property
sales stood at 760 (531 single family
homes and 229 condos), compared to
818 in October 2013 (582 and 236,
respectively). In November 2012, 552
single family homes and 278 condos
were sold (830 total).
“The November 2013 statistics
indicate that the local market has
leveled off at a high sales rate,” said
SAR President Roger Piro. “Word of
mouth continues to indicate strong
attendance at open houses, and we
seem to be experiencing the traditional
increase in seasonal residents and
visitors. Judging from past trends, we
should anticipate a busy market in the
mid-winter and early spring months.”
The declining inventory trend
appears to have reversed, as there
are now 4,288 properties on the
market, up from 4,032 last month.
Last November, the inventory stood
at 4,188 total properties on the
market.
Overall, November 2013 pending
sales (properties that went under
contract during the month) were
at 758, down 7.7 percent from the
October pending sales of 820 and
about the same differencd from last
November’s 815 total.
“Despite some of the moderating
numbers we are seeing, I am still
confident in our current market
the
dynamics and Sarasota County’s future
real estate direction,” said Piro. “I
consider this period a lull following
dynamic growth in sales and prices for
almost the entire 2013. Once we get
into the early 2014 period, I wouldn’t
be surprised if this market expanded
once again to record levels.”
The November 2013 months of
inventory in Sarasota County stood
at 5.4 months for single family and
6.1 months for condos. A figure of 6
months is considered a balanced market
between buyers and sellers. Months of
inventory represents the time it would
take to deplete the current inventory at
the current sales rate. Last November
there were 4.8 months of inventory for
single family homes and 5.4 months
of inventory for condos. In October
2013, the figures were 4.8 and 5.5,
respectively.
Currently, 567 properties listed for
sale in Sarasota County in the MLS are
short sales or foreclosures, compared
to 596 properties in October. This
represents 13.2 percent of available
properties, down slightly from last
month’s figure of 14.1 percent, due to
the rise in inventory. Last November,
the figure was 15.7 percent.
Sales of distressed properties
represented 29.3 percent of the overall
sales November 2013, up from the
October 2013 figure of 25.5 percent.
In November 2012, the figure was 27.7
percent.
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333 North Orange Ave.
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941.342.5000
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www.insigniabank.com
JANUARY 2014
15
Sarasota MLSSM Statistics - November 2013
Single Family
Unit Sales
Condo
800
700
600
500
400
300
200
100
0
Nov‐12
Dec‐12
Jan‐13
Feb‐13
Mar‐13
Apr‐13
May‐13
Jun‐13
Jul‐13
Aug‐13
Sep‐13
Oct‐13
Nov‐13
Single Family
Median Sale Price
Condo
$250,000
$200,000
$150,000
$100,000
$50,000
$0
Nov‐12
Dec‐12
Jan‐13
Feb‐13
Mar‐13
Apr‐13
May‐13
Jun‐13
Jul‐13
Aug‐13
Sep‐13
Oct‐13
Nov‐13
Single Family #Active #Sold %Sold Average
DOM Median Sale Prices Median Last 12 Months Months of
Inventory Pending Reported %Pending # New Listings % Price Original This Month 2,886 531 18.4 84 $187,000 $181,700 5.4 520 18.0 760 93.5 This Month Last Year 2,647 552 20.9 83 $155,000 $147,000 4.8 560 20.0 807 92.1 2,678 582 21.7 86 $186,388 $180,000 4.8 585 21.8 874 94.3 ‐ 6,829
‐ 79 $184,000 ‐ ‐ 7,754 ‐ 9,155 ‐ Last Month YTD Statistics were compiled on Sarasota County properties in the MLS as of Dec. 15th, 2013. Single-family statistics are tabulated using the
property style single-family
home. Condo statistics include condo, co-op, villa and townhouse. Median sales price is the middle value,
where half of the homes sold for more, and half sold for less. Listings sold were closed transactions during the month. Pending sales are
sales where an offer has been accepted during the month, but the sale has not yet closed. DOM indicates the average number of days that
sold properties were on the market before a contract was executed.
Editor’s Note: SAR will no longer report exclusively on SAR-member sales. Instead, the monthly report will reflect all sales
activity in Sarasota County reported in the MLS system, regardless of the Realtor®’s association membership.
Source: Sarasota Association of Realtors®
16
JANUARY 2014
t
ales
Sarasota MLSSM Statistics - November 2013
Single Family
Condo
Inventory
3,500
3,000
2,500
2,000
1,500
1,000
500
0
Nov‐12 Dec‐12
Jan‐13
Feb‐13 Mar‐13 Apr‐13 May‐13 Jun‐13
Jul‐13
Aug‐13
Sep‐13
Oct‐13
Nov‐13
Sep‐13
Oct‐13
Nov‐13
Single Family
Condo
Pending Sales
900
800
700
600
500
400
300
200
100
0
Nov‐12
Dec‐12
Jan‐13
Feb‐13
Mar‐13
Apr‐13
May‐13
Jun‐13
Jul‐13
Aug‐13
Condo This Month This Month Last Year Last Month YTD #Active #Sold %Sold Average DOM Median Sale Prices Median Last 12 Months Months of
Inventory Pending Reported %Pending # New Listings % Price Original 1,402 229 16.3 95 $157,750 $163,000 6.1 238 17.0 369 93.2 1,541 278 18.2 127 $160,000 $148,000 5.4 255 19.4 397 92.2 1,303 236 18.1 92 $175,000 $162,900 5.5 235 18.0 408 92.5 ‐ 3,428 ‐ 102 $162,500 ‐ ‐ 3,038 ‐ 3,616 ‐ Statistics were compiled on Sarasota County properties in the MLS as of Dec. 15th, 2013. Single-family statistics are tabulated using the
property style single-family home. Condo statistics include condo, co-op, villa and townhouse. Median sales price is the middle value, where
half of the homes sold for more, and half sold for less. Listings sold were closed transactions during the month. Pending sales are sales where
an offer has been accepted during the month, but the sale has not yet closed. DOM indicates the average number of days that sold properties
were on the market before a contract was executed.
Editor’s Note: SAR will no longer report exclusively on SAR-member sales. Instead, the monthly report will reflect all sales
activity in Sarasota County reported in the MLS system, regardless of the Realtor®’s association membership.
Sarasota Association of Realtors® MLS
JANUARY 2014
17
Commercial Investment Division
CID Monthly Meeting Schedule
Commercial Marketplace Sessions
Increase visibility for your properties, learn of new
opportunities, and exchange information with
commercial professionals. Deals are made at these
sessions.
1st, 2nd & 4th Fridays at the SAR Auditorium
3rd Friday at the MAR offices
The monthly general meeting (3rd Tuesday) include
a Marketplace session, giving members at least five
opportunities each month to promote their listings
and network with fellow members.
Officers:
Lori Hellstrom
CID President
18
CID General Membership Meeting
- Tuesday, Jan. 21st, 8 a.m. - SAR Auditorium
Update on The Mall at University Town Center;
GM Octavio “Tav” Ortiz, III - CID Members Only
2014 CID Officers & Directors
President: Lori Hellstrom, Osprey Real Estate Services
President-Elect: Tim Mapp, Mapp Realty
Vice-President: Tony Veldkamp, Sperry Van Ness
Secretary: Ron Struthers, Coldwell Banker NRT
Treasurer: Dave Roth, RE/MAX Alliance Group
Past President: Linda Emery, Sperry Van Ness
JANUARY 2014
Commercial Marketplace Sessions
- Friday, Jan. 3, 9 a.m. – SAR Auditorium
- Friday, Jan. 10th, 9 a.m. – SAR Auditorium
- Friday, Jan. 17th, 9 a.m. – MAR, 10920
Technology Terrace, Lakewood Ranch, FL
- Friday, Jan. 24th, 9 a.m. – SAR Auditorium
- Friday, Jan. 31st, 9 a.m. - SAR Auditorium
Directors:
Rico Boeras: Preferred Commercial Inc.(3 years - 2016)
Charlie Brown: Insignia Bank (3 years - 2016)
Peter Skokos: Norton Hammersley (1 year - 2014)
Susan Goldstein: Michael Saunders & Company (2 years2015)
Roberta Kolton: Michael Saunders & Company (2 years 2015)
CID Celebrates 2013 Successes
Brad Lindberg, who emceed the Dec. 5th CID Holiday
Party, congratulates 2013 CID President Linda Emery
for her successful year.
The annual CID Charity Golf Tournament raised $10,000
toward the American Cancer Society for the fight against breast
cancer. The check was delivered through the American Cocktail
Society, one of the groups involved in the local fundraising
event.
-
Above: 2014 CID President Lori Hellstrom delivers
her remarks at the CID Holiday Party. Lori was
named 2013 Commercial Realtor® of the Year.
At right: The Sarasota City Center was the site for
the annual CID event, which attracted more than
100 attendees.
JANUARY 2014
19
Education Programs
Catherine
McCaskill,
Professional
Development,
an be reached at
941.952.3404
20
Are you tech savvy? Expand your skills!
Title: Lead Generating Technologies & Website
Strategies
Date/Time: Jan. 8, 2014 at 9:30 a.m
Location: SAR Auditorium
Cost: $10 for SAR members; others $15
Lead Generating Technologies and Website Strategies
is a three hour course geared toward real estate
professionals who wish to have better results and more
control in their pursuit of attracting qualified leads via
the Internet.
While those new to the real estate profession are
welcome, the focus of this course will especially benefit
tech savvy brokers and agents who are interested
in expanding their customer base and market share
through the use of internet technology. Learn how to
create leads for your business without having to buy
them from a third party vendor!
William True is broker of True Real Estate and a
licensed real estate instructor with decades of practical
experience. He has earned twenty professional
designations throughout his career including Certified
Residential Specialist, Certified International Property
Specialist and Certified Real Estate Brokerage Manager.
In 2013, True was inducted into the NAR”s REBAC
Hall of Fame.
Waterfront issues explored at seminar
Title: Waterfront Property Due Diligence
Date/Time: Jan. 15, 2014, 9 to 10:30 a.m.
Cost: $10 SAR members; $20 others
An informative and important seminar
entitled “Waterfront Property Due Diligence”
will be presented by David M. Levin, Esq.
The seminar will update members concerning
FEMA, coastal construction laws and waterfront
property ownership due diligence, plus the
latest on flood zones and property insurance,
Riparian rights, dock permitting and beach
access.
SAR School of Real Estate plans 2014 courses
Do you know anyone who wants to launch a new career
in real estate? At the Sarasota Association of Realtors®
School of Real Estate, they can make it happen. Learn
from an experienced instructor and practicing Realtor®
in the comfortable, professional surroundings at SAR
Headquarters, conveniently located at 2320 Cattlemen
Road in Sarasota, FL. The instructor is Michael W.
Davenport.
• SAR School of Real Estate has carefully designed its
pre-license classes to be offered over several weeknights
and weekends to enhance the learning experience.
• Students will have time to digest the information
and come away with the confidence to tackle the state
license exam.
• SAR School of Real Estate also has a range of postlicense and continuing education offerings for salespeople
and brokers which lead to nationally-recognized Realtor
designations such as the Graduate, Realtor® Institute
(GRI), thereby fulfilling two requirements at once
(classes are typically offered during business hours).
JANUARY 2014
2014 Sales Associate Pre-License Schedule
SA-9: January 7-February 8, 2014
SA-10: February 18-March 20, 2014
SA-11: May 1, 2014-May 29, 2014
SA-12: September 4-October 2, 2014
Earlybird Tuition: $339 (includes manual, Florida
Real Estate Principles, Practices and Law, 35th Edition)
(register at least 10 days in advance of class to receive
Earlybird price) Regular Tuition: $364
Class times are Tuesdays and Thursdays, 5 to 10 p.m.,
AND Saturdays 8:30 a.m. to 1:30 p.m.
GRI courses to be offered in 2014
Title: Graduate, Realtor® Institute 2014
Location: SAR, 2320 Cattlemen Road, Sarasota
Mark your calendars now and plan on completing your
GRI designation in 2014. The dates below have been placed
on the calendar and the courses will be offered at SAR, 2320
Cattlemen Road, Sarasota.
SAR is the perfect regional location for you to complete
your education. SAR has never cancelled a GRI course (except
when Hurricane Charlie forced a postponement in 2004).
GRI 100 Series earns 45 hours of Salesman’s Post-license
credit & 14 hours of CE credit. GRI 200 & 300 Series earn
30 hours of Broker Post-License credit and 11 hours of CE
credit. The Series can be taken in any order.
GRI designees:
• Have pursued a course of study that represents the
minimum common body of knowledge for progressive real
estate professionals.
• Have developed a solid foundation of knowledge and skills
to navigate the current real estate climate—no matter what its
condition.
• Are recognized nationally.
• Act with professionalism and are committed to serving
their clients and customers with the highest ethical standards.
GRI 100 Series:
101: January 27 & 28
102: February 3 & 4
103: February 11 & 12
GRI 200 Series:
201: April 21 & 22
202: April 28 & 29
GRI 300 Series:
301: June 23 & 24
302: June 30 & July 1
GRI 100 Series
101: July 21 & 22
102: July 28 & 29
103: Aug. 6 & Aug. 7
Save money this year on your taxes - find out how
Title: Tax Strategies for the Real Estate Professional
Date/Time: Jan. 20, 2014 at 1 PM
Cost: $10 to SAR members
Are you overpaying your taxes? Did you know 83% of
Americans do?
Many of us assume our accountants take care of our taxes...
but forget that WE are the ones giving them the numbers and
records they are using to prepare our tax return.
This seminar will help identify between $2,500 and
$27,000 in NEW deductions that can be used right away to
pocket thousands in tax savings. These deductions are based
in tax LAW, but presented in simple English that all of us can
easily understand.
You Will Learn:
- Overview of the Tax Code Changes to help you become
more tax efficient in your business planning for 2014.
- How the New Tax Law affects purchases of cars, computers
and desks, as well as other equipment, for your Business.
- Increase Your Income – How to use the tax side of your
business to INCREASE your spendable income in 2014!
- Entertainment Strategies – 2 remarkable entertainment
deductions available to Real Estate Professionals that may
surprise you.
- Double Entertainment Deductions – How to safely
transform 50% entertainment deductions into 100%
deductions.
- Audit-Proofing - Documentation tips that will save you
time, all the time.
- Help Your Accountant – How you can help your
accountant work more effectively on your behalf.
- Car Strategies - Six methods that produce thousands in
deductions, plus new first year auto depreciation deduction
updates! Actual Expenses vs. IRS Method Mileage – New
$25,000 automobile deductions you don’t want to lose.
- IRS Audit - Reduce your chances – Red flags to avoid!
- Home Office Deduction –Why Real Estate Professionals
may now safely qualify for this remarkable deduction and
how it transforms personal commuting to deductible business
miles.
Learn how a 105 Medical Plan can turn your family’s
medical expenses into tax-favored business expenses.
This seminar is presented by Maine Shafer of Bradford
and Company, Inc., and excerpted from the Bradford and
Company, Inc. Tax Strategies for the Self-Employed audio
course (registrations available after the program).
JANUARY 2014
21
The New FR-BAR Contract: Are You Ready?
will discuss the FR-BAR-2
AS IS Contract and the
parallel changes made to it.
This will be a very
stimulating class, one
guaranteed that you don’t
want to miss!
This session will be team
taught by:
Title: The New FR-BAR Contract
Date/Time: Feb. 19, 2014, 9 - 11 a.m.
Instructors: Julie Horstkamp, Berlin
Patten; David Clapp, Broker with
Cost: $10 SAR and SCBA members;
$15 others
In July of 2013, a new Florida
Realtors®/Florida Bar-2 (FR-BAR-2)
contract replaced the FR-BAR-1. The
revisions to this contract have been
in the making for over two and a half
years.
The FR-BAR-2 has some significant changes which are
imperative that you be aware of, especially since the FR-BAR
Contract has become the contract of choice for more
companies and individual agents over the past several years.
These significant changes include the following areas:
Property Description; Occupancy and Possession; Leased
Properties; Financing; Flood Zones; and FIRPTA.
In addition to these areas, there are other language
changes, and some formatting changes. Julie Horstkamp and
David Clapp will discuss and review the changes made and
provide the reasoning as to why the changes were made since
they both were actively involved in the FR-BAR Contract
Subcommittee that revised the contract. In addition, they
Julie Horstkamp,
Attorney with Berlin Patten,
practices primarily in
residential and commercial
real estate, short sales, and title insurance. Julie is a Florida
Board Certified Real Estate Attorney and has been a member
of the Florida Bar since 1998 and prior to that she was a
real estate paralegal for 17 years. Julie served on the FR-BAR
Contract subcommittee which was responsible for the
revisions to the contract.
David Clapp, Managing Broker for RE/MAX Alliance
Group, has been in real estate business full time for 35 years.
He has been a real estate instructor for over 30 years, having
personally taught more than 6,000 Agents, Brokers, and
Managers in all aspects of the real estate business. David
served on the FR-BAR Contract subcommittee which was
responsible for the revisions to the contract.
Go Global in 2014! Jump start international business
Title: Go Global - Jump Start Your International Business
Date/Time: Feb. 19, 2014, 1 to 4 p.m.
Instructors: Pat Tan, CIPS, NAR President’s Liaison to
UK; Carla Rayman, CIPS, NAR President’s Liaison to
Panama
Cost: FREE to GBC Members; $30 others
The Jump Start Your International Business course
introduces key concepts a real estate practitioner will need to
know, in order to work successfully with foreign buyers and
sellers of real estate. Earn 3 hours of “specialty” CE too!
This course educates the student about the importance of
the global market and provides knowledge and skills that will
help them make international transactions part of their overall
business. Students will learn about resources they can use for
research and development of marketing strategies, and basic
financial concepts that are inherent in real estate transactions
that involve an overseas party.
CONGRATULATIONS!
Dedication and hard work pay off!! We congratulate our
members who have successfully completed the Certified
Residential Specialist (CRS) designation, and Certified
International Property Specialist (CIPS) certification!
Discover value of auctions
Register for “Increasing Your Business with Real Estate
Auctions 101” on Feb. 5, 2014, from 9 to 11 a.m. SAR
members attend free and others are $20. The instructor is Laura
Mancinelli, Florida Regional Director of RealEstateAuctions.
com. Along with a mock auction, a great deal of valuable
information will be presented.
22
JANUARY 2014
CERTIFIED INTERNATIONAL
PROPERTY SPECIALIST (CIPS)
Paula Cashi
Tamara Cashi
Coldwell Banker Res. RE
Coldwell Banker Res. RE
CERTIFIED RESIDENTIAL SPECIALIST (CRS)
Karen Schwartz
Prime Residential Brokers
MLS training continues in January
• Adding additional search criteria
• Viewing/printing/emailing reports,
images, virtual tours, tax, map, driving
directions and MLS listing history
• Personalize user contact information
and basic agent website setup
Pre-registration is required for all
MLS classes at gopherit.mfrmls.
com. All classes are hands-on in
the SAR Technology Center (except
for Entering and Updating).
Registration is limited to 18.
Please be sure that you will attend
if you reserve a spot! If you need
to cancel, please call MFRMLS at
800.686.7451 (not SAR).
iMapp
Jan. 9, 9 to Noon
In this class you will learn how to
use the tax search features of iMapp.
Including iMapp’s interactive maps,
tax data, comparable, auto-valuations,
and easily create mailing labels for your
favorite area.
• iMapp tax search; using map and
criteria
• Parcel views, GIS, MLS listings, zoom
levels, street, aerial and flood zones
• Measuring tool, pan and save map
• Creating, viewing and downloading
mailing labels
Auto-notification Searches/
Prospecting
Jan. 9, 1 to 2:30 p.m.
This class will teach you how to
automatically notify your prospects of
newly matching and updated properties
based off of their specific criteria. We
will also teach you how to manage
those searches and communicate with
your prospects through the Personalized
Website.
• Contact Website Agent View
• Contact Website Customer View
Agent Marketing Tools
Jan. 9, 3 to 4:30 p.m.
This class will introduce you to
Member Benefits that will provide you
with valuable tools for your marketing.
• MyFloridaHomesMLS.com
• MyMLSApp; my-mls-app.com
• Proxio
• DPR
• Data Co-op
• Rate Plug
MLS Basic
Jan. 14 or Jan. 29 (FUSION),
9 a.m. to Noon
Mandatory session for all new users,
to be completed within 60 days of
joining.
This class will teach both new and
returning agents the basic functionality
in Fusion including search, printing
and emailing. You will also learn about
additional resources and member
benefits provided by My Florida
Regional MLS, and more. The class
is also available online at: http://
mfrmlsuniversity.com or you may
attend the class at SAR.
• Searching and viewing listings, using
the map, showing road, aerial, hybrid,
and locator features
MLS Compliance 101
Jan. 14 or Jan. 29, 1 to 2:30 p.m.
This is a mandatory class for all new
members to be completed within 60
days of joining. Existing members
must complete the class every two
year period, current period May 1,
2012 – June 30, 2014.
In this class you will learn about the
My Florida Regional MLS Rules and
Regulations and compliance procedures
for accurately listing properties in the
MLS Database, along with additional
educational materials available on
MFRMLSUniversity.com.
• Rules and Regulations
• Profile Sheet Terms
• iSmart Tool
Adding/Modifying Listings
Jan. 14 or Jan. 29, 3 to 4:30 p.m.
This class is mandatory if you will be
adding and modifying listings in the
MLS. (but all agents are welcome to
attend!)
You will be taught how to input and
modify listings, enter photos, and add
attachments along with valuable tips
and techniques.
This class is available through live
webinars or you may attend at SAR.
• Profile Sheets
• Adding listings information to MLS
• Adding Photos, attachments and
open houses
• ShowingTime and Virtual Tours
New Agent Forum: The basics for beginners
Title: New Agent Forum
Date/Time: Jan. 29, 2014, 1 p.m.
Guest Speakers: Moderator: Michael Davenport, Licensed
Real Estate Instructor; Jo Ann Koontz - Principal
Attorney Business and Tax Law; John Sorenson - Loan
Officer; Craig Marquette - Licensed Home Inspector &
Building Contractor; Denise Oyler - Corporate Trainer
Cost: FREE to SAR members; $20 others
Topics covered in this informative forum include:
Business Formation and Tax Tips for Real Estate Agents:
Learn how to legally set up your business and what tax
deductions are recognized by the IRS.
Welcome to the World of Finance - Isn’t it time someone
told you the do’s and don’ts when it comes to condos? What
do you need to know before putting a buyer in your car?
The truth and myths behind HomePath and HomePath
Renovation loans will be uncovered.
Home Inspections and Purchase Contracts - As a Realtor®,
you will be required to understand disclosures and warranty
items and how they relate to your customer.
The Four Step Listing Presentation - Learning how to
become a successful listing agent will catapult your real estate
career into a whole new level.
JANUARY 2014
23
SAR On the Scene
November Networking Event Well Attended
Visit SAR on Facebook at
Photos by
Jesse Sunday
The Nov. 26th After Hours Networking Event at Gecko’s on Hillview was
well attended, in spite of the looming Thanksgiving holiday. Above, Susan
Phelps and Julie Riddell are pictured enjoying the festive occasion.
Above: A new SAR member brokerage, RE/
MAX Superior, participated in the Nov, 26th
After Hours Networking Event. Right to left
are Gary Edelen, Susan Murphy and Bill
Flynn
G
9
3
S
m
At right: Christine and Fernando del Monte
attend the Nov. 26th networking event at
Gecko’s.
24
JANUARY 2014
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941-921-6630
Allstate has no financial responsibility to you for any home insurance policy you purchase and would not be responsible for any claims. Allstate does not make any representations or accept liability related to
operations of home insurance companies, including, but not limited to, their financial conditions. Subject to terms, conditions and availability. © 2012 Allstate Insurance Company
44027
3629 Webber Street, Suite A
SARASOTA
[email protected]
WCR Honors 2013 Award Winners
We are a network of successful Realtors®,
advancing women as professionals and leaders
in business, the industry and the communities
we serve.
It’s the 75th Anniversary of the Women’s
Council of Realtors®! We are celebrating and
embracing a newly defined mission statement
and a 2014-2016 Strategic Plan to focus on
the needs of our members and ensure that
quality resources are available to help achieve success
professionally and personally.
In 1938, Joseph Catherine, the President of the
National Association of Realtors®, recognized the
immense potential of women in real estate when he
supported the formation of a women’s division at the
Annual Convention that year. Since then, Women’s
Council membership has grown to a current level of
over 10,000 members from 28 states.
Over the years the wealth of experience from the
accomplished members and leaders has brought key
benefits that clearly enhance our members personal
and business development.
For example, did you know:
• Member’s Average Experience in Real Estate is 17
years
• The Percentage of Members Who Are Male is 10
percent
• The Average WCR Member’s Income from Real
Estate in 2012 was $101,420 vs. the average among
all Full-Time Realtors®: $34,900
• Average commission income from WCR Memberto-Member Referrals in 2012: $11,713
“Exchange of Value” is the operative idea being
incorporated in our Business Resource Meetings and
functions outside of meetings. Every member has
something to offer every other member. Women’s
Council of Realtors members enjoy a supportive,
knowledgeable and professional network of
professionals.
The Sarasota Women’s Council of Realtors® has
been a part of the Sarasota real estate scene since
1957! Accomplished business women and successful
leaders have been involved at all levels in our chapter.
Many have gone on to serve the Sarasota Association
of Realtors® in board positions and many have gone
on to state and national leadership positions in
Women’s Council and Florida Realtors® and NAR.
The 2014 team is led by Susan Phelps, President;
Kristin Triolo, President-Elect; Catherine Lamphier,
VP Membership; Alfredda Smith-Odato, Treasurer;
Tim Calpin, Secretary; and Jacqueline Abney,
Corresponding Secretary.
Monthly Sarasota Chapter Business Resource
meetings are held in various locations and include
a luncheon and an educational presentation for a
charge of $25.00. Guests are welcome and preregistration is required.
This year, many of our meetings will include
intentional networking during the usual hour before
the Business Resource meeting. This will give
our members the opportunity to “Exchange” their
valuable insights learned from years of experience and
training.
Our first meeting will be held January 10th.
Please join us at University Park Country Club for a
presentation by Jason Jakus who will discuss how to
use LinkedIn for business marketing. Contact Kristin
Triolo at [email protected] or Susan Phelps
at [email protected] to be included in the
invitation for our first meeting of 2014.
2014 Leadership Team
Susan Phelps
WCR President
26
Susan Phelps
President
Cristello and Company RE
Phone: 941-906-7653
[email protected]
Catherine Lamphier
Vice-President Membership
Michael Saunders & Company
Phone: 941-907-9595
[email protected]
Tim Calpin
Secretary
JP Morgan Chase
Phone: 941-705-0139
[email protected]
Kristin Triolo
President-Elect
Florida Homes eBroker
Phone: 941-725-2486
[email protected]
Alfredda Smith-Odato
Treasurer
Phone: 941-360-7777
[email protected]
Jacqueline Abney
Corresponding Secretary
Berlin Patten
Phone: 941-954-9991
[email protected]
JANUARY 2014
Editor’s Note: This year, SAR’s strategic plan focuses
on “Pathways to Professionalism” to help improve
the professionalism of our members. We will be
providing monthly educational columns to promote
the importance of NAR’s guidance. Please encourage
your fellow members to follow these principles.
While the Code of Ethics and Standards of Practice of
the National Association establishes objective, enforceable
ethical standards governing the professional conduct
of Realtors®, it does not address issues of courtesy or
etiquette.
Based on input from many sources, the Professional
Conduct Working Group of the Professional Standards
Committee developed the following list of professional
courtesies for use by Realtors® on a voluntary basis.
This list is not all-inclusive, and may be supplemented
by local custom and practice.
I. Respect for the Public
1. Follow the “Golden Rule” – Do unto others as you
would have them do unto you.
2. Respond promptly to inquiries and requests for
information.
3. Schedule appointments and showings as far in
advance as possible.
4. Call if you are delayed or must cancel an
appointment or showing.
5. If a prospective buyer decides not to view an
occupied home, promptly explain the situation to the
listing broker or the occupant.
6. Communicate with all parties in a timely fashion.
7. When entering a property, ensure that unexpected
situations, such as pets, are handled appropriately.
8. Leave your business card if not prohibited by local
rules.
9. Never criticize property in the presence of the
occupant.
10. Inform occupants that you are leaving after
showings.
11. When showing an occupied home, always ring the
doorbell or knock – and announce yourself loudly –
before entering. Knock and announce yourself loudly
before entering any closed room.
12. Present a professional appearance at all times; dress
appropriately and drive a clean car.
13. If occupants are home during showings, ask their
permission before using the telephone or bathroom.
14. Encourage the clients of other brokers to direct
questions to their agent or representative.
15. Communicate clearly; don’t use jargon or slang that
may not be readily understood.
16. Be aware of and respect cultural differences.
17. Show courtesy and respect to everyone.
18. Be aware of – and meet – all deadlines.
19. Promise only what you can deliver – and keep your
promises.
20. Identify your Realtor® and your professional status
in contacts with the public.
21.Do not tell people what you think – tell them what
you know.
II. Respect for Property
1. Be responsible for everyone you allow to enter listed
property.
2.Never allow buyers to enter listed property
unaccompanied.
3.When showing property, keep all members of the
group together.
4.Never allow unaccompanied access to property
without permission.
5.Enter property only with permission even if you have
a lockbox key or combination.
6.When the occupant is absent, leave the property as
you found it (lights, heating, cooling, drapes, etc). If
you think something is amiss (e.g. vandalism) contact
the listing broker immediately.
7.Be considerate of the seller’s property. Do not allow
anyone to eat, drink, smoke, dispose of trash, use
bathing or sleeping facilities, or bring pets. Leave the
house as you found it unless instructed otherwise.
8.Use sidewalks; if weather is bad, take off shoes and
boots inside property.
III. Respect for Peers
1. Identify your Realtor® and professional status in all
contacts with other Realtors®.
2.Respond to other agents’ calls, faxes, and e-mails
promptly and courteously.
3.Be aware that large electronic files with attachments
or lengthy faxes may be a burden on recipients.
4.Notify the listing broker if there appears to be
inaccurate information on the listing.
5.Share important information about a property,
including the presence of pets; security systems; and
whether sellers will be present during the showing.
6.Show courtesy, trust and respect to other real estate
professionals.
7.Avoid the inappropriate use of endearments or other
denigrating language.
8.Do not prospect at other Realtors®’ open houses or
similar events.
9.Return keys promptly.
10.Carefully replace keys in the lockbox after showings.
11.To be successful in the business, mutual respect is
essential.
12.Real estate is a reputation business. What you do
today may affect your reputation – and business – for
years to come.
JANUARY 2014
Pathways to Professionalism
SAR Encourages Courtesy, Respect
27
December was month of celebrations at SAR
Above: The SAR Installation and
Holiday Luncheon at Michael’s On
East on Dec. 11th was a huge success.
Here, the new 2014 officers and board
members of SAR and CID are installed
by Judy Crowley and Tim Crowley,
parents of incoming SAR President
Peter Crowley (seen at far left).
Left: SAR Board members, Committee
Chairs and Vice-Chairs are recognized
at the annual event on Dec. 3rd, which
was held this year at a model home
and sponsored by London Bay Homes
in the Founder’s Club.
At right, the SAR Global Business
Council Holiday Celebration on Dec.
4th was very well attended. Here,
Linda Starcher, Shirley Dabringhaus,
Ronnie Caron and Renate Rodgers
are pictured.
For many more photos of this and other
events, visit SAR on Facebook at
Photos by
Jesse Sunday
28
JANUARY 2014
Giving Back
Bob
The Sarasota Association of Realtors® was awarded with
the Chairman’s Award for 2013 by Sarasota Habitat
for Humanity. The award recognized SAR’s valuable
contributions of financial support and volunteers
to the home under construction at 1353 21st Street.
Lillian Sanders and her family will move in to the
home shortly after the final work date on Saturday, Jan.
25th. SAR members are encouraged to volunteer for
the date, which will involve landscaping.
FAMILY
Jim
George
Robert Burbeck, Owner
1342 N. Lime Ave., Sarasota, FL 34237
(941) 953-3773 • (941) 713-4348
www.sarasotalockandkey.com
Bonded and Insured
Safes • Locks • Keys • High-security Locks •
Multi-lock • Medeco
Largest selection of Key Blanks in Area
Chamber Member since 1964
Associated Locksmiths of America
Safe & Vault Techncians Association
From Page 6
and excited to make the commitment to SAR.
“One of the things that I quickly learned through my
involvement in SAR is just how much I didn’t know. One
eye opener for me was the significance of RPAC (Realtors®
Political Action Committee) in our business,” said Peter. “I
incorrectly viewed RPAC as a political contribution, when I
should have been considering it as an investment in business
insurance for our industry. With the myriad of legislative
issues that could directly impact our business, there has
never been a more important time to invest in RPAC and
ensure a seat at the table for these important issues.”
The next year will be an important one, both locally and
nationally, for the real estate industry, Peter noted.
“We are fortunate to be experiencing a steadily improving
real estate market. As a result, we are seeing a steady influx
of new members into SAR - some experienced agents
and some brand new to the business,” Peter said. “I will
be appointing a task force to examine the possibility of
re-introducing a Young Professionals Network (YPN)
to engage the energy and talent of some of our younger
members who represent the future of SAR. Our focus will
not be just on younger members, but rather engaging all
members to get more involved in the Association - if only
for one meeting or seminar. We have a tremendous amount
of talent within our membership and it would be great to be
able to share those resources throughout the Association.”
Through the next year, one thing is certain. The strong
bonds and commitment of family will be the overriding
theme for Peter Crowley and SAR.
Chuck
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• Stationery Packages
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JANUARY 2014
29
Membership News
Dan Andrews,
Membership
Director, can
be reached at
941.952.3408
30
The Association is pleased to welcome new members!
Designated Realtors®
Chelucci, John: All About Appraisals
Fournier, Paul: Florida Realty
Garden, Niles: DownTown Living Inc.
Glandon, Elaine: Berkshire Hathaway HomeService
New Members
Abel, George: Charles Rutenberg Realty Inc.
Allen, Louis: Coldwell Banker Res R E
Atkins, Fredd: Century 21 Beggins Enterprises
Bagley, Sherry: DWELL Real Estate
Baldin, Georgia: Keller Williams Lakewood Ranch
Baraona, Debbie: Coldwell Banker Res R E
Birge, Joya: Coldwell Banker Res R E
Brillinger, David: Horizon Realty International
Brinkley, Judy: Keller Williams Lakewood Ranch
Brown, Ryan: RE/MAX Alliance Group
Brunetto, Kimberley: Keller Williams Lakewood Ranch
Carr, Sindy: Coldwell Banker Res R E
Ehlert, Gary: CareFree Realty Inc.
Fisher, Scott: Michael Saunders & Company
Gleason, Michael: Dolphin Bay Real Estate LLC
Greenspan, Betty: Apple Real Estate LLC
Hajroja, Hajdin: Coldwell Banker Res R E
Hajroja, Susan: Coldwell Banker Res R E
Harney, Gary: ERA Waterside Realty
Hays, Nicholas: Key Solutions Real Estate Grp
Helmuth, Mitchell: Harry Robbins Assoc Inc.
Holley, Linda: ERA Waterside Realty
Hosie, Charles: Ascendia Real Estate
Jones, Blake: Michael Saunders & Company
Katena, Lorraine: Coldwell Banker Res R E
King, John: Key Realty
Lagarce, Donna: Keller Williams On The Water
Lake, Brian: Keller Williams Lakewood Ranch
Liott, Catherine: Coldwell Banker Res R E
Lliraldi, Julio: Keller Williams On The Water
McGaha, Zaneta: Coldwell Banker Res R E
McWilliams, Andrew: Coldwell Banker Res R E
Miller, Kevin: Century 21 Beggins Enterprises
Mitchell, Carol: Coldwell Banker Res R E
Mladineo, Norma: Michael Saunders & Company
Mullin, Kathryn: Michael Saunders & Company
Murphy, Laurie: Stringer Management Inc.
Novak, Robert: Impulse Realty International
Olcott, Johathan: Century 21 Beggins Enterprises
Plummer, Jerri: Coldwell Banker Res R E
Reid, Patricia: Neal Communities Realty Inc.
Rosenberg, Jay: Sunset Realty
Russ, Carrie: Davenport Realty Group LLC
Sanchez, Maia: Keller Williams On The Water
Savidge, Erin: Carrington Real EstateServices
Schermerhorn, Jeffery: Capital Real Estate Enterprise
Snyder, Robert: Hook & Ladder Realty Inc.
Spalvins, Andrejs: Andrews & Associates Realty
Sweat, Karen: Davenport Realty Group LLC
Vo, Duyen: The Real Estate Store
Waters, Erin: Coldwell Banker Res R E
Whitfield, Roy: Coldwell Banker Res R E
JANUARY 2014
New Affiliates
Band Gates, PL
One South School Ave Suite 501
Sarasota, FL 34237
Phone Number: 941-366-8010
Representative: Steven Kepecz
Specialty: With over seventy-five years of combined legal
experience, the attorneys of Band Gates provide legal
representation in the areas of estate planning, probate,
real estate closings, complex real estate transactions, and
business law. As a boutique law firm, we are dedicated to
being readily available and responsive to our clients, and
serving their needs in an expeditious fashion.
Email: [email protected]
Bay Capital Mortgage Corp
121 S. Orange Ave Suite 1530
Sarasota, FL 34236-8500
Representative: Christopher Schultz
Specialty: For over 18 years we have been building a
strong reputation as an outstanding mortgage banking
firm, serving the lending needs of real estate professionals,
builders and individual homebuyers throughout Florida.
Brown & Brown Inc.
1819 Main Street Ste 510
Sarasota, FL 34236
Representative: Tina Gonzalez
Specialty: One of the world’s 10 largest Insurance
Brokers. We specialize in Personal Home, Wind and
Flood Insurance, as well as umbrellas, for Commercial
Property and Liability Insurance.
Chick-Fil-A
5384 Fruitville Road
Sarasota, FL 34232
Representative: Jeff Mangrum
Specialty: At Chick-fil-A at Fruitville Road, we believe
in providing our guests the best Restaurant and Catering
experience we can. Our team prides itself on providing
great tasting food. We’re committed to providing Second
Mile Service and we strive to exceed your expectations.
D&D Garage Doors
1177 Cattlemen Road
Sarasota, FL 34232
Representative: Matt Johnson
Specialty: We are your Residential & Commercial Garage
Door Installers! The primary focus of our company is
excellent customer service! We have accomplished this by
hiring and training seasoned industry professionals. We
offer Garage Doors from major manufacturers such as
Clopay and Wayne Dalton. We also handle your ups and
downs with a wide variety of Garage Door Openers from
manufacturers like LiftMaster and Genie.
Flagstar Bank
Home Lending Division
Sarasota, FL 34236
Representative: David L Parker
Specialty: We offer a wide range of products and services for
individuals and businesses — all delivered with award-winning
service. From consumer loans, home lending, commercial
lending, to cash management and merchant services, we bring
the full resources of a commercial bank to our customers.
Florida Community Bank
1790 Main Street
Sarasota, FL 34236
Representative: Doug Pertz
Specialty: Florida Community Bank is committed to our
customers, employees and the communities that we serve.
Our team is the result of Florida’s best and most experienced
bankers who have come together to create a unique banking
solution. Offering Residential and Business Commercial
Lending.
L Decor Organic Design LLC
2967 Bee Ridge Road
Sarasota, FL 34239
Representative: Lorna Witmer, ASID Allied
Specialty: Full Service Interior Design with a focus on
sustainable/eco-conscious design, targeting both mid/high-end
custom interiors and condo value packages.
Manatee Home Inspection Svcs.
Representative: Glen Leach
Specialty: We are home inspection professionals and we pride
ourselves in giving you a complete and thorough inspection.
We are members of ASHI American Society of Home
Inspectors and other respected organizations. Call us today to
schedule your free estimate. We offer thorough inspections 7
days a week.We offer a wide range of inspection services from
existing home inspection to Wind Mitigation & verification
report and 4 Point inspections.
Stonegate Mortgage
150 E. Bloomingdale Ave
Brandon, FL 33511
Representative: Anthony J Fulginiti
Specialty: At Stonegate Mortgage, we put your needs first,
whether you’re an investor, partner or future homeowner. Your
success is dependent on ours, which is why we bring years of
professional experience and dedicat3ed service to every aspect
of our business.
VanDyk Mortgage Corporation
2825 Tamiami Trail #B2
Punta Gorda, FL 33950
Representative: Jon Stoneburner
Specialty: We’re a full service mortgage lender with an
experienced staff offering expertise in every area of mortgage
lending...from purchase to refinance to no money down
programs. Offering FHA/VA USDA/Conventional/
Jumbo loans. Focusing on purchases with long term realtor
relationships.
2112 1st Street
Bradenton, FL 34208
Representative: Sharri Miller
Specialty: Manatee Home Inspection Services is committed to
providing every client with the expertise of a large company
and the personalized service that can only come from a small
business. Our dedicated team of knowledgeable professionals
is ready to help you. We provide convenient evening, weekend
and last-minute appointments at no additional charge.
Insurance Inspections, New Construction & Warranty
Inspections
VIP Networks Inc.
NonStop Staging, LLC
221 Beach Road, Suite 182
Sarasota, FL 34242
Representative: Steve Scheiber
Specialty: Vivid House Media will create a stunning HD video
tour of your listing, crafted to make viewers feel as if they were
walking through the property no matter where they are in the
world. We specialize in high-end cinematic video tours of
exclusive property listings. Let our award winning team craft
a stunning and immersive video experience for your current
and future listings. Our specialty is shooting eye-catching
imagery. We use the latest technology to capture your listing
in a stunningly cinematic way.
8141 Main Street Suite 208
Lakewood Ranch, FL 34202
Representative: Jeannine Ryan
Specialty: Home staging, prepares homes for sale so they look
their best & sell quickly and for the most possible money.
Redesign helps you use what you already have to create a new,
fresh look in your home.
Reliable FL Home Inspections
1677 Seaport Street
North Port, FL 34288
8244 County Oaks Court
Sarasota, FL 34243
Phone Number: 9417184832
Representative: Jeremiah Guccione
Specialty: ViP Networks’ has helped many different businesses
meet the same high-functioning needs, providing leadingedge systems, support and technology. Our unwavering focus
has always been and will continue to be Customer service.
Passionate about technology, our staff is motivated to make
your company succeed.
Vivid House Media, LLC
JANUARY 2014
31
PRSRT STD
U.S. POSTAGE
PAID
MANASOTA, FL
PERMIT NO. 451
JANUARY 2014
E DUCATION & E VENTS
C ALENDAR
Monday
Tuesday
Wednesday
Thursday
Friday
Dec. 30
31
NEW YEAR HOLIDAY
SAR OFFICE CLOSED
AT NOON
Jan. 1
NEW YEAR HOLIDAY
SAR OFFICE CLOSED
2
3
6
7
8
9
10
13
14
15
16
17
20
1:30 p.m.
Tax Strategies for the RE
Professional Seminar
21
22
23
5 p.m.
Sales Associate
Pre-License Class
9 a.m. MLS Basic
1 p.m. Compliance 101
3 p.m. Add & Edit Listings
5 p.m. Sales Associate
Pre-License Class
9 a.m.
Orientation
1 p.m.
Code of Ethics
8 a.m.
CID General Membership
5 p.m.
Sales Associate
Pre-License Class
7:30 a.m.
Toastmasters
9:30 a.m.
Lead Generation Seminar
7:30 a.m.
Toastmasters
9 a.m.
Waterfront Due Diligence
Seminar
8 a.m.
MLS Express (UPCC)
8 a.m. MLS Express (SAR)
9 a.m. iMapp
1 p.m. Auto-notification
3 p.m. Agent Tools
5 p.m. Sales Associate
Pre-License Class
8 a.m.
MLS Express (SAR)
5 p.m.
Sales Associate
Pre-License Class
5:30 p.m.
CID Signature Speaker Series
8 a.m.
MLS Express (SAR)
5 p.m.
Sales Associate
Pre-License Class
9 a.m.
CID Commercial
Marketplace (SAR)
9 a.m.
CID Commercial
Marketplace (SAR)
9 a.m.
CID Commercial
Marketplace (MAR)
12 p.m.
Portraits with Barbacane
24
9 a.m.
CID Commercial
Marketplace (SAR)
FLORIDA REALTORS® MID-WINTER MEETINGS IN ORLANDO
8 a.m.
GRI Course 101
28
8 a.m.
GRI Course 101
5 p.m.
Affiliates After-Hours
Networking at Gecko’s
29
9 a.m. New Agent Forum
9 a.m. MLS Basic
1 p.m.
Compliance 101
3 p.m.
Add & Edit Listings
30
8 a.m.
MLS Express (SAR)
31
9 a.m.
CID Commercial
Marketplace (SAR)
Note: All events/classes are at SAR, 2320 Cattlemen Road, except where noted
My Florida Regional MLS Training
The My Florida Regional MLS training classes are offered at no cost to MLS participants. All classes are HANDS-ON
in the SAR Tech Center . Please register for all MLS classes at the MFRMLS website:
http://gopherit.mfrmls.com.
Click on “Register for Class” on the home page under the heading “Membership Director.”
Sarasota Association of Realtors®, Inc.
2320 Cattlemen Road.
Sarasota, FL 34232
27

Sarasota Realtor Magazine: January 2014 – (PDF – 12.05MB)

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