HOUSTON GULF COAST CCIM CHAPTER

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HOUSTON / GULF COAST CCIM CHAPTER 2005
PRESIDENTS CUP AWARD SUBMITTAL
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(No Transcript)
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PLANNING MEETING
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Planning Meeting

• Houston/Gulf Coast Chapter of CCIM
• 2004 Planning Meeting
• October 15, 2003
• Page 1
• Major Goals/Objectives for 2004
• Increase membership by 20
• Membership increased by more than 18, the
  largest increase in our chapters history while
  our Chapter Candidate membership increased from
  77 to 88. As of November 2004, we had 338
  members.

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Planning Meeting

• Major Goals/Objectives for 2004
• 2) Promote and place greater emphasis on CCIM as
  a networking organization.
• Doubled the number of networking and social
  functions from the prior year to 10, not
  including monthly lunches.
• Provide increased/enhanced membership benefits
• This was done in a number of ways, such as the
  REDNews alliance, resume writing workshop,
  Broker Estate Building Course, to name a few.
  See presentation that follows for more details

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Planning Meeting

• Major Goals/Objectives for 2004 -
• Greater promotion of the CCIM designation
• We did several joint functions with other real
  estate organizations in order to promote the
  designation to new groups not already familiar
  with CCIM. We used other methods such as The
  Broker Estate Building course co-sponsored with
  the S.E.C. to promote the designation as well,
  and was a huge success with 70 in attendance.
  More examples are in the presentation which
  follows.

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Planning Meeting

• Major Goals/Objectives for 2004 -
• Full enrollment in all CCIM Courses 60 for CI
  101 in December.
• Attendance at all of our courses was up over
  last year. We had full enrollment at all but one
  class. We had 54 students for CI 104, our last
  class of the year.
• Expand participation in all committees.
• Each Chair/Co-Chair was asked to recruit their
  committee members. Tied in with Out Reach
  Program. See presentation that follows.

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Planning Meeting

• Major Goals/Objectives for 2004 -
• Expand and increase participation in Community
  Service projects.
• See presentation that follows.
• 8) Maintain current cash position.
• Cash position increased by almost 40,000
• 9) Bring partner level back up to the maximum of
  25.
• Increased the number of partners by 3.

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Planning Meeting

• Major Goals/Objectives for 2004 -
• 10) Exceed 400 attendees at Annual Forecast
  Competition and increase profitability.
• Close to 450 people attended this years
  competition, resulting In the largest attendance
  and profit ever for the event.
• 100 attendance at all Board of Directors
  Meetings and greater attendance by the Board at
  all CCIM functions.
• Attendance was up at all Board Meetings and
  functions, especially our Advisory Directors
  (past presidents).

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Planning Meeting
Detailed Plans to Achieve Goals/Objectives
- Membership Committee Phillip Thompson
Chair Mary Dadura Co-Chair Sam Robinson
Co-Chair A large amount of work falls onto this
committee. We should look at breaking up
responsibilities and assigning more Co-Chairs to
Board members.
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Planning Meeting

• Detailed Plans to Achieve Goals/Objectives -
• Membership Committee
• Each Board member to recruit 2 new members
• Outreach program Promote joining the local
  chapter to Houston CCIMs not currently members,
  especially the larger brokerage houses. Recruit
  committee members for all committees.
• Sponsor Young Brokers Social/Happy Hours
• In conjunction with Social Committee
• Develop a Mentor program Match young CCIM
  wannabes to an existing member.

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Planning Meeting

• Detailed Plans to Achieve Goals/Objectives -
• Membership Committee
• Market membership to area Realtors
• Promote/Market Member Benefits
• Why should someone join the Chapter?
• Discounts on CCIM Courses
• Discounts with Partners, others.
• Freebies
• Provide increased/enhanced/NEW membership
  benefits
• Use of chapter email lists for use in marketing
  properties.
• In conjunction with Marketing Committee

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Planning Meeting

• Detailed Plans to Achieve Goals/Objectives -
• Membership Committee
• Develop Relationship with REDNews/Marketing
  Sessions/CCIMNet
• In conjunction with Marketing Committee
• Sponsor more networking opportunities
• In conjunction with Social and Marketing
  Committees

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Planning Meeting
Detailed Plans to Achieve Goals/Objectives
- Membership Committee Membership
Categories CCIM Designee 120 Candidate 120 Ass
ociate 150 (Only for real estate professionals
such as brokers or appraisers. Not for service
providers.) Partner 1,500 (Service Provider
category) Publishing Partner (Free membership
for trade advertising and promotion)
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Planning Meeting

• Detailed Plans to Achieve Goals/Objectives
• Education Committee
• Jim Kirkpatrick Chair
• Kolbe Curtice Co-Chair
• Full enrollment in all CCIM Courses.
• Goal of 60 for CI 101 in December
• Brainstorm ideas for marketing/advertising
  classes
• Give discounts to members and Partners and their
  employees
• Market to area Realtors wanting to get into
  commercial real estate.

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Planning Meeting

• Detailed Plans to Achieve Goals/Objectives -
• Education Committee
• Utilize classroom forum for promoting
  membership in the local chapter, benefits of
  being a member of both the local chapter and
  being a candidate.
• Use of STDB and CCIMNet, Networking and Social
  functions, enhanced image for members marketing
  themselves, presence on CCIM website.
• Consider establishing a locally sponsored
  scholarship
• Could be sponsored by a Title Company,
  developer, existing member firm, Partner or the
  local chapter itself. In conjunction with the
  Scholarship Committee

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Planning Meeting

• Detailed Plans to Achieve Goals/Objectives -
• Education Committee
• Discuss involvement in the Broker Estate
  Building Course to be offered in conjunction
  with the SEC in January.

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Planning Meeting

• Detailed Plans to Achieve Goals/Objectives -
• Marketing Committee
• Dick Klein Chair
• Corey Ferguson Co-Chair
• Areas of responsibility
• Haves Wants
• Explore sponsorship by RED News
• Discuss continued involvement with Commercial
  Gateway
• Keep in mind HAR is providing classroom space for
  CCIM Courses

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Planning Meeting

• Detailed Plans to Achieve Goals/Objectives -
• Marketing Committee
• Consider other resources at our disposal to
  help CCIMs market their properties or find
  properties.
• Consider putting email lists at the disposal of
  our members (member benefit).
• Other ?
• Promoting CCIMNet
• Work with REDNews in helping to establish a
  Houston franchise for them

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Planning Meeting

• Detailed Plans to Achieve Goals/Objectives -
• Marketing Committee
• Promoting CCIMNet
• Work with REDNews in helping to establish a
  Houston franchise for them
• More emphasis needs to be placed in Newsletter,
  other publications and functions
• In Conjunction with Publications, Forecast
  Competition, Membership and Technology
  Committees.

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Planning Meeting

• Detailed Plans to Achieve Goals/Objectives -
• Marketing Committee
• Networking Functions
• Plan a greater number of functions perhaps
  combine with traditional Haves Wants and do
  after work.
• Get sponsors for the functions. Perhaps REDNews.
• In conjunction with Membership, Social and
  possibly Partners Committees
• Free for members and charge for non-members.

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Planning Meeting

• Detailed Plans to Achieve Goals/Objectives -
• Social Committee
• Robyn Drago Chair
• Mary Dadura Co-Chair
• Work Closely with the other committees to help
  achieve the Chapters Goals
• Have FUN, FUN, FUN.
• Make CCIM functions the thing to do.
• Make joining the chapter the thing to do.

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Planning Meeting
Detailed Plans to Achieve Goals/Objectives
- Social Committee Committee will develop
their own agenda for the year but closely support
the other committees. Open for suggestions and
discussion, keeping in mind the needs of the
other committees.
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Planning Meeting

• Detailed Plans to Achieve Goals/Objectives -
• Partners Committee
• Byron Plant Chair
• David Jarvis Co-Chair
• Bring Partner level up to 25 maximum.
• Need to start recruiting now when 2004 budgets
  are made.
• Draft letter to existing partners is ready for
  review.
• Mail out and follow up with a phone call.
  Divide list.
• Consider new sources of Partners such as real
  estate recruiters, developers, others .

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Planning Meeting

• Detailed Plans to Achieve Goals/Objectives -
• Partners Committee
• Develop additional Partner benefits and promote
  existing benefits to partners.
• Get out what you put in
• We should have one partner make a pitch at each
  luncheon
• In conjunction with Forecast Competition
  Committee, develop a comprehensive Partner
  package
• Advertising in booklet, promotion, booth
  displays, etc.

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Planning Meeting

• Detailed Plans to Achieve Goals/Objectives -
• Speakers/Programs Committee
• Bud Freidman Chair
• Rubin Kremling Co-Chair
• Quality of speakers and promotion determines
  success of monthly luncheons.
• I believe I already have the speaker lined up
  for January Only 9 more !
• Goal of 60 people minimum per lunch.
• Solicit ideas from Board members and CCIM
  members at large.

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Planning Meeting

• Detailed Plans to Achieve Goals/Objectives -
• Speakers/Programs Committee
• Solicit ideas from Board members and CCIM
  members at large
• Use as a forum for promotion of CCIMs as
  dealmakers.
• CCIMs as speakers Local CCIMs who are doing
  their own dealsHow I made my first million,
  The Art of the Deal
• Use to promote the designation
• Perhaps that could be a recurrent theme or the
  theme of 1 luncheon.
• All Board members should make every effort to
  attend all lunchs
• Leaders lead by example.

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Planning Meeting

• Detailed Plans to Achieve Goals/Objectives -
• Community Service Committee
• Bud Freidman Chair
• Jim Hussion Co-Chair
• Continue to develop the programs size and
  scope
• Continue with last years programs, add new
  ones or discontinue old ones
• Make recommendations
• Increase level of participation by all members
• Promote participation through other committees
  such as Social, Newsletter, Networking, Speakers
  and Education

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Planning Meeting
Detailed Plans to Achieve Goals/Objectives
- Forecast Competition Committee Gary Martin
Chair Corey Ferguson Co-Chair Exceed 400
attendees at Annual Forecast Competition and
increase profitability. I think this is under
control. Open for discussion. Other Committees
should think of ways to use the FC to aid their
committee goals and tasks.
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Planning Meeting

• Detailed Plans to Achieve Goals/Objectives -
• Newsletter Committee
• George Griffin Chair
• Continue with the fine tradition that has come
  before.
• Consider going back to a paper based newsletter
• Perhaps do an email poll asking members if they
  prefer a hard copy
• Solicit a publishing partner
• Solicit articles for newsletter from members.
• Ensure President gets letter in each month

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Planning Meeting

• Detailed Plans to Achieve Goals/Objectives
• Newsletter Committee
• New feature this year Legislative Update to
  be prepared by the Legislative Committee
• This publication should be a tool used by all
  committees to advance their agenda and achieve
  their goals.
• Important to stay in touch with the various
  committee members and monitor their activities
  to support their efforts

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Planning Meeting

• Detailed Plans to Achieve Goals/Objectives -
• Legislative Committee
• Frank Fitzgerald Chair
• Art Troscher Co-Chair
• Monitor and keep chapter members informed of
  activities and developments within the political
  arena that will have an effect on our members
  and the commercial real estate community.
• Write monthly article for Newsletter
• Attend public meetings dealing with these
  issues and testify at public hearings if
  necessary

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Planning Meeting

• Detailed Plans to Achieve Goals/Objectives -
• Legislative Committee
• Mobilize email or letter writing campaigns with
  members to influence public policy on pending
  issues affecting the commercial real estate
  industry and our members
• Attend the Houston Real Estate Ad Hoc Coalition
  meetings as representatives of CCIM

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Planning Meeting

• Detailed Plans to Achieve Goals/Objectives -
• Technology Committee
• Corey Ferguson Chair
• Responsible for all technology based issues
  dealing with the chapter including CCIMNet,
  STDB, the chapter web site and web based
  continuing education courses offered by National
• Help promote these member benefits in
  conjunction with the Membership Committee and
  more fully develop the use of this technology
  with the Marketing Committee

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Planning Meeting

• Detailed Plans to Achieve Goals/Objectives -
• Technology Committee
• Work with the Marketing Committee and RED News
  or Commercial Gateway to more fully utilize
  CCIMNet
• Write an article for an upcoming newsletter
  describing the online courses being offered by
  national.
• Become a beta tester for this program with
  national
• Oversee the activation and use of the chapter
  web site offered by national
• Get the link from the national web site going
  to the appropriate chapter web site

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Planning Meeting

• Detailed Plans to Achieve Goals/Objectives -
• Technology Committee
• Recruit additional members for your committee
  from the Young Brokers social group or other
  members

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Planning Meeting

• Detailed Plans to Achieve Goals/Objectives -
• Scholarship/By-Laws Review
• Suzanne Page-Pryde Chair
• Byron Plant Co-Chair
• Increase number of scholarships awarded by
  national if feasible
• Consider establishing a locally sponsored
  scholarship
• Could be sponsored by a Title Company,
  developer, existing member firm, Partner or the
  local chapter itself.
• In conjunction with the Scholarship Committee
• Finalize and get board approval of official
  chapter by-laws

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NETWORKING CHAPTER MEETINGS
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Networking Chapter Meetings

• Fourteen membership functions were held to
  provide local members an opportunity for
  networking and were designed to keep members
  up-to-date on the happenings within the real
  estate industry. Average attendance at the 2004
  luncheons reached 94, and in total our events in
  2004 were attended by over 2,200 people.

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Networking Chapter Meetings
Date of Program Speaker Topic /
Function Speaker January 8, 2004 Houston Real
Estate Economy Mike Inselmann A Look Back and a
Look Forward Metrostudy February 26,
2004 Commercial Forecast Competition 11
Speakers March 11, 2004 Greater Fort Bend
Economic Herbert W. Appel, Jr. Development
Council President April 8, 2004 Port of Houston
Authority Port Commissioner H. Thomas
Kornegay April 26 May 1, 2004 CCIM Mid-Year
Meeting Travel / Education May 13, 2004 Case
Studies Course Larry Baumgardner
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Networking Chapter Meetings
Date of Program Speaker Topic /
Function Speaker May 27, 2004 Legislative
Update Tom Delay TX Congressman June 10,
2004 Annual A.C.E. Awards Event Six
Developers With the Appraisal Institute
and FIABCI July 8, 2004 Investor Relations
Ted C. Jones, Ph.D. And Economic
Predictions Stewart Title August 12,
2004 Whats New and Whats Hot In Sue Darcy
Development Financing Knudson Assoc.
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Networking Chapter Meetings
Date of Program Speaker Topic /
Function Speaker September 9, 2004 Houston
Galveston Jack Steele Area Council Executive
Director October 5, 2004 Joint Luncheon w/
IREM Richard Murray Ph.D. Featuring an Analysis
of the University of Houston Upcoming
Election Center for Public Policy October
19 23, 2004 CCIM Fall Conference Celebration in
honor of Pius Leung November 10, 2004 Texas
Department of Mark Marek, PE Transportation
TxDOT
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JANUARY LUNCHEON
January 8, 2004 Houston Real Estate Economy A
Look Back and a Look Forward SPEAKER Mike
Insulmann METROSTUDY
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JANUARY LUNCHEON
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JANUARY LUNCHEON
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JANUARY LUNCHEON
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APRIL LUNCHEON
April 8, 2004 Port of Houston Authority SPEAKER P
ort Commissioner H. Thomas Kornegay
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APRIL LUNCHEON
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APRIL LUNCHEON
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APRIL LUNCHEON
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MAY LUNCHEON
May 27, 2004 Legislative Update SPEAKER Tom Delay
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MAY LUNCHEON
May 27, 2004 Legislative Update SPEAKER Tom Delay
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MAY LUNCHEON
May 27, 2004 Legislative Update SPEAKER Tom Delay
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MAY LUNCHEON
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JULY LUNCHEON
July 8, 2004 Investor Relations And Economy
Predictions SPEAKER Ted C. Jones, Ph.D. Stewart
Title
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JULY LUNCHEON
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JULY LUNCHEON
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JULY LUNCHEON
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AUGUST LUNCHEON
August 12, 2004 Whats Mew amd Whats Hot in
Development Financing SPEAKER Sue Darcy Knudson
Associates
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AUGUST LUNCHEON
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SEPTEMBER LUNCHEON
September 9, 2004 Houston Galveston Area
Council SPEAKER Jack Steele Executive Director
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SEPTEMBER LUNCHEON
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SEPTEMBER LUNCHEON
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OCTOBER LUNCHEON
October 5, 2004 Joint Luncheon w/IREM Featuring
an Analysis of the Upcoming Election SPEAKER Rich
ard Murray, Ph.D. University of Houston Center
for Public Policy
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OCTOBER LUNCHEON
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OCTOBER LUNCHEON
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NOVEMBER LUNCHEON
November 10, 2004 Texas Department of
Transportation SPEAKER Mark Marek, PE TxDOT
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NOVEMBER LUNCHEON
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NOVEMBER LUNCHEON
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ACE AWARD COMPETITION
June 10, 2004 Annual A.C.E. Awards Event With the
Appraisal Institute and FIABCI SPEAKER Six
Developers
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As a new initiative for 2004, our Chapter held an
attendance drawing at our monthly luncheons. All
members were entered into the 100 drawing at
each luncheon. If the member whose name was drawn
was not in attendance, that months prize rolled
over and was added to the next months 100
drawing. This new program was advertised through
emails and on our luncheon flyers and Investor
Newsletter. The initiative had the desired effect
of increasing attendance while one member won a
400 drawing at the July luncheon.
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SOCIAL EVENTS
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Social Events

• Nine social events were offered in 2004 to
  increase networking and member participation. All
  of the social events were extremely successful.
  Activities Included

March 10, 2004 CI 102 Course Networking
Event Happy Hour for Students April 14,
2004 Crawfish Boil Networking Event Social
Event for members only May 20, 2004 Young
Brokers Night Networking Event Happy
Hour June 23, 2004 CI 103 Course Networking
Event Happy Hour for Students August 11,
2004 Sams Irish Pub Networking Event Happy
Hour
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Social Events
September 23, 2004 Belvadere Happy
Hour Networking Event September 30, 2004 CI
104 Course Networking Event Happy Hour for
Students October 12, 2004 Margaritas on
Main Networking Event December 8, 2004 CI
101 Course Networking Event Happy
Hour December 9, 2004 Holiday Party Networking
Event
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Social Events
September 23, 2004 Belvadere Happy
Hour Networking Event
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Social Events
Belvadere Happy Hour
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Social Events
Belvadere Happy Hour
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Social Events
April 14, 2004 Crawfish Boil Networking Event
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Social Events
Crawfish Boil
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Social Events
Crawfish Boil
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Social Events
December 9, 2004 Holiday Party Networking Event
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Social Events
Holiday Party
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Social Events
Holiday Party
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Social Events
August 11, 2004 Sams Irish Pub Happy
Hour Networking Event
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Social Events
Sams Irish Pub
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Social Events
October 12, 2004 Margaritas on Main Networking
Event
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Social Events
Margaritas on Main
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SCHOLARSHIP PROGRAM
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Scholarship Program

• In recognition of contributions to CCIM both
  locally and nationally, our 2004 Board of
  Directors voted to fully fund the local chapters
  portion of an endowed scholarship in the name of
  Pius K. Leung. We were the first chapter to
  fully fund one of the 10 national scholarships
  matched by the National Institute. This
  scholarship was announced at Mr. Leungs
  installation gala in Indian Wells, California in
  October 2004. The first award recipient for this
  new program was Danny Tran.

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Scholarship Program

• In addition to the National Scholarship
  donation, our board voted to develop a local
  scholarship program of our own. Although the new
  program was discussed throughout the year at most
  of our board meetings, we did not finalize the
  program until October 2004. This local
  scholarship will be an annual award to pay the
  full tuition for any core course other than CI
  101. Qualification is based on local chapter
  involvement and demonstration of a commitment to
  the commercial real estate industry. Applications
  circulated shortly after the program was approved
  by the Board of Directors and the winner of the
  first locally funded scholarship was Marshall
  Davidson.

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Scholarship Program

• Each year we have the distinct pleasure of
  participating in the National Education
  Scholarship program by awarding two CI 101
  Scholarships. In September, we advertised the two
  available scholarships to over 300 potential
  recipients and received ten applications. Our
  chapter awarded these scholarships to two local
  brokers who have shown an interest in the
  designation, Eric Walker and Brian Hanley.

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Scholarship Program

• Once again we awarded a Texas AM Real Estate
  student a CI 101 Scholarship.
• We also honored 4 other National Scholarship
  winners in our CI Courses in 2004

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Scholarship Program
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ANNUAL FORECAST COMPETITION
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Annual Forecast Competition

• Held on February 26th, the Eleventh Annual
  Commercial Real Estate Forecast Competition
  boasted over 400 attendees. At the event, ten of
  Houstons top brokers, developers and owners
  competed to see who could best forecast the
  performance of the office, industrial, retail,
  multifamily and land markets during 2004. Along
  with the competitors, the very well-known Dr.
  Mark Dotzour, Chief Economist for the Texas AM
  Real Estate Center, was our keynote speaker.

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Annual Forecast Competition

• To assist with event promotion, our Chapter
  obtained free advertising from the Real Estate
  Directory News, a commercial real estate monthly
  publication and the Houston Business Journal. We
  also developed numerous flyers and email
  promotions to keep the real estate community
  informed of this event. Four weeks prior to the
  event, a registration brochure was mailed to over
  2,000 local CCIM members, brokers, asset
  managers, appraisers, and real estate developers.

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Annual Forecast Competition

• Houston Title, a CCIM Partner, sponsored a
  portion of the event at a cost of 5,000. Another
  2,500 sponsor, Union Planters Bank was confirmed
  as our breakfast sponsor.
• In addition to the substantive presentations,
  the event also included goodie bags from more
  than 10 CCIM Partner. Our inaugural issue of our
  60-page glossy magazine was distributed to all
  425 attendees and included valuable forecast
  information for members and nonmembers alike. One
  of the more popular benefits of this event is the
  four hours of mandatory Continuing Education
  credits received by all in attendance.

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Annual Forecast Competition
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Annual Forecast Competition
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Annual Forecast Competition
2004 Sponsor
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Annual Forecast Competition
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Annual Forecast Competition
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MARGARITAS ON MAIN STREET
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Margaritas on Main Street
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Margaritas on Main Street
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Margaritas on Main Street

• Early in 2004, our Chapter President envisioned
  a function that would educate our members about
  the commercial real estate opportunities along
  the recently opened Mail Street Rail line while
  also providing a networking and social function
  for our members. The working name for the event
  became Margaritas on Main Street. In an effort
  to promote the designation and expand the
  influence of our organization, it was decided to
  ask the Urban Land Institute to do this with us
  as a joint function.

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Margaritas on Main Street
Transit Oriented Development (TOD) is a new
concept for Houston and a type of development
encouraged by the ULI. Although the event had a
fun name, the promotional flyers boasted that it
was a look at commercial real estate
opportunities and activity along the rail line.
These included joint development opportunities
with Metro, private sector developments and
properties available for sale or lease.
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Margaritas on Main Street

• It took months to confirm the speakers, which
  included the Chairman, CEO and the Executive Vice
  President of Planning, Engineering Construction
  for Metro. We were even provided with a private
  rail car to tour the rail line by the more than
  150 people in attendance from the real estate
  industry including brokers, architects,
  developers, title companies, and investors.

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Margaritas on Main Street

• Everyone in attendance received a packet that
  included a rail pass, nametag, drink tickets for
  venues along the rail line and a CD ROM
  containing resource information, including maps
  linked to property flyers and presentations, news
  articles and links to relevant web sites. This
  CD was probably the most beneficial to our
  members and provided them with a valuable
  resource. A copy of this CD accompanies this
  presentation.

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Margaritas on Main Street

• This popular event was a huge success and once
  again proved that the Houston CCIM Chapter is a
  premier organization.

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MEMBERSHIP RECRUITMENT
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Membership Recruitment

• Our aggressive marketing throughout the year
  resulted in an 18 increase in Chapter
  membership, which is the largest increase in our
  Chapters history. As our historical numbers
  show, our largest increase occurred with local
  Associate Members with a very strong increase in
  Candidate members. The pipeline of Associates
  will hopefully result in more Candidates and
  ultimately more designees.

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Membership Recruitment
Membership Numbers November 2002 November
2003 Designees 158 150 Candidates 88 77 Ho
uston Associates 61 33 Partners 22 25 Publi
shing Partners 9 5 Total 338 290
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Membership Recruitment

• This increase was partially due to a new
  one-page membership application, which we created
  by our Membership Committee Chair in January
  2004. For years our chapter had used a
  three-panel brochure as a way to promote itself.
  However that promotion did not lend itself to
  email or even a quick read.

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Membership Recruitment
We felt members needed something that was more to
the point and which listed every benefit,
including those that saved members money through
chapter discounts. This one page flyer was easy
to hand out at courses and events and was less
expensive to produce.
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Membership Recruitment

• Throughout the summer we used that same flyer
  to advertise half-off membership discounts to
  over 1,000 local real estate professionals. We
  gained 14 members through this campaign including
  a new CCIM Partner.

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Membership Recruitment

• Additionally, all of our events throughout the
  year were priced so there was an advantage to
  being a Houston / Gulf Coast CCIM Chapter member.
  We often allowed members free entry into events
  and charged non-members. We also used our
  numerous social events as a means to promote the
  chapter and designation and carried one-page
  membership flyers with us to each outing.

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Membership Recruitment

• We also targeted the under 30 crowd by holding
  one Young Broker event and hosting another
  social event at a trendy bar frequented by a
  younger professional crowd. At each of these
  outings, we treated potential members to
  complimentary drinks while board members
  networked with them and explained the career
  benefits of the CI courses and earning the CCIM
  designation.

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Membership Recruitment

• In September, we developed another promotion
  that highlighted the REDNews alliance with
  Catylist as the CIE for the Houston area. This
  promotion included the one-page flyer and a
  letter from the president explaining the
  discounts available from REDNews if they were
  local chapter members. This directly attracted 10
  new members.

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Membership Recruitment

• Finally, throughout the year we distribute our
  one page calendar via fax and email, to highlight
  the many activities planned throughout the year
  and encourage increased participation. We find
  that if prospective members attend one or two of
  our events, they soon see a direct benefit to
  being a part of the Chapter network.

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Membership Recruitment
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Membership Recruitment
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Membership Recruitment
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EDUCATION
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Education
Our Chapter is once again proud to offer the real
estate professionals in Houston an opportunity to
receive their CCIM designation without leaving
the city, thereby greatly reducing their costs.
Over the years we have seen slight increases in
attendance and by the end of 2004 we had outgrown
our donated facilities, which typically only seat
36 students.
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Education
The final months of 2004 were spent touring a few
locations so that our courses could relocate to
bigger facilities to accommodate the increase in
class sizes. Following is the list of courses
offered by the Houston / Gulf Coast Chapter in
2004 including attendance numbers. Our
educational year and course marketing was
extremely successful in 2004 and resulted in a
net profit of 34,000.
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Education
Course Date Attendees CI 101 Late December
2003 44 CI 101 June 2004 44 CI 102 March
2004 41 INTRO April 2004 34 CI 103 May
2004 26 CI 104 August 2004 54
128
Education
The increases in course attendance could be
attributed to several factors including the fact
we bring in excellent instructors, visit students
each day, bring in refreshments, and encourage
them to bond and network with each other.
129
Education
For most courses, our Chapter hosted social
gatherings in conjunction with our classes to the
class as a way for students to mingle with
Chapter leadership. This was a great stress
reliever for the student and added to the
enjoyment of the courses.
130
Education
131
Education
132
Education
133
ADVANCED EDUCATION
134
Advanced Education

• To assist members who already have the CCIM
  designation but desire advanced education and
  continuing education credit, we jointly sponsored
  a 15 hour MCE course with the Society of Exchange
  Counselors entitled Broker Estate Building,
  which focused on making the transition from
  broker to principal in commercial real estate
  transactions.

135
Advanced Education

• The course was very complimentary to the CCIM
  education curriculum and provided a great benefit
  to our members who wish to make this transition.
  This event was attended by 70 participants.
• Our Chapter also held the CCIM Institutes
  Case Studies course for 10 CCIM designees in May.

136
Advanced Education
137
Advanced Education
138
CANDIDATE ASSISTANCE
139
Candidate Assistance

• In 2004 our Chapters Candidate membership
  jumped from 77 to 88. Several initiatives were
  taken to keep Candidates informed. Below is an
  outline the individual projects
• Circulated numerous notices to Candidates on
  each local course offering
• Distributed emails and articles about resume
  deadlines and exam schedules
• Held a Resume Workshop in July for 19 Candidates

140
Candidate Assistance

• Mentored Candidates who were in the process of
  completing their resume
• Highlighted the Institutes Scholarship Program
  and obtained numerous applications
• Developed our own Scholarship Program to assist
  students with costs related to completing the
  designation.

141
New Designee Celebration
During the start of the year, 12 members of our
Chapter earned their pins and by year end 7 of
them had remained local members. In addition, as
the year 2004 came to a close, we had 10
Candidates sit for and pass the November exam.
142
New Designee Celebration
During the start of the year, 12 members of our
Chapter earned their These numbers have increased
over the last three conferences and testifies to
our recruitment efforts and increased promotional
successes. Both times, a special congratulatory
dinner was planned for the evening of the Exam
and all local members attending the Conference
were invited to the dinner.
143
New Designee Celebration
Follow up emails and Good Luck phone calls were
made to each candidate prior to their travel. At
the pinning ceremony, our Chapter awarded Houston
sporting memorabilia, a CCIM writing pen, and
their prestigious CCIM pin. (A chapter membership
application was also given out.) Our chapter
recognizes all designees in Chapter newsletters
and at the luncheon following their successful
pining ceremony.
144
New Designee Celebration
145
New Designee Celebration
146
NEWSLETTER
147
Newsletter
Our Chapter newsletter, the CCIM Investor, was
printed and distributed to over 350 members and
also used in membership recruitment packets
throughout the year. Prior to 2004, we published
an electronic version that was emailed. The
decision was made to go back to a printed version
as it was felt it was more effective. The
newsletter announces upcoming luncheons,
educational programs, and networking events.
148
Newsletter
It also featured Legislative Updates, Members
deals done announcements, messages from the
President, articles highlighting the scholarship
program, Pius Leungs upcoming Presidency, and
pictures from local our activities and events. In
2004 five issues of the Newsletter were produced.
149
Newsletter
January
150
Newsletter
March
151
Newsletter
April
152
Newsletter
May - June
153
MEMBERSHIP ROSTER
154
Membership Roster
Each year the Houston/Gulf Coast Chapter
publishes a membership roster, known as the Red
Book, which is distributed to over 500
individuals, business leaders, real estate
professional, bankers, appraisers and the press.
This publication also features ads from our
Partners.
155
Membership Roster
156
HAVES AND WANTS PUBLICATION
157
Haves and Wants Publication
Our Haves and Wants, publication is an
electronic newsletter distributed by the CCIM
Chapter as a service for members. In this
publication, which averages 4 pages, members
share their property listings and needs. In 2004,
our Chapter reformatted the submission process in
an effort to increase member entries into the
publication that is read by nearly 250 real
estate professionals in the Houston and
surrounding area.
158
Haves and Wants Publication
March
159
Haves and Wants Publication
July
160
CCIM PARTNER PROGRAM
161
CCIM Partner Program
The Partners of CCIM Program began in 1996 and
has continued throughout 2004. This innovative
program was designed to provide a source of
non-dues revenue to the Chapter to help defray
administrative and program costs. The Chapter
has capped the number of Partners at 25 and has
been successful in maintaining these Partners.
The Partners dues remained at 1,500 per year.
Each year Partners receive numerous exclusive
benefits for their
162
CCIM Partner Program
membership, such as being the premier sponsors of
our Annual Forecast Competition, complimentary
advertising, free listings in the Chapter
newsletter each month, and the roster each year,
and they are the only service providers allowed
to participate in CCIM Chapter events. The
intent of the program is to give our Partners
maximum exposure for their dollar and to assist
our members with the success of their business.
163
CCIM Partner Program

• In 2004 we hosted a special Partner
  Appreciation breakfast with the partner
  representatives and Chapter leaders. This is a
  casual way for our chapter to receive feedback on
  the program, as well as offering an additional
  networking venue for the Partners.

164
CCIM Partner Program

• Also in 2004, Partners were invited to give
  three-minute presentations at our Chapter
  luncheons. This benefit allows their company
  additional exposure in front of our realtor and
  broker crowds. At the luncheons, our chapter also
  featured signage which advertised the list of
  partners.

165
CCIM Partner Program

• Finally, to allow additional PR for our
  Partners, their names and contact information are
  listed on our web page with links to their own
  companies, and we also list them in each of our
  Newsletters.

166
CCIM Partner Program
167
CCIM Partner Program
168
CCIM Partner Program
169
MEMBER COMMUNICATION
170
Member Communications

• Our Chapter communicated with members
  regularly via email and fax. At least once a week
  we reminded members of upcoming events, calendar
  updates, important legislative news, community
  service opportunities and more!

171
Member Communications
172
ADVERTISING AND PROMOTING CCIM
173
Advertising and Promoting CCIM
At the start of the 2004 year, our Chapter
continued a marketing campaign to increase local
membership of CCIM Candidates, Designees, and
other individuals in the industry who are not
currently chapter members. This program included
several purchased ads, a CCIM Makes You Money
ad campaign, and It Makes Dollars and Sense to
Join CCIM ad campaign, increased email mailings,
a member recruitment mid-year discount, and an
improved member benefits brochure.
174
Advertising and Promoting CCIM
175
Tradeshow Participation
In April, the Chapter participated in the
Houston Association of Realtors/SIOR Commercial
Real Estate Expo. Chapter volunteers and leaders
manned the booth to promote the designation,
local and national courses, and local Chapter
programs. This event was attended by 3,000 real
estate professionals giving our organization
significant exposure in the industry. We also
collected potential member business cards at the
event and entered them into a nonmember database
for future marketing.
176
Tradeshow Participation
177
Promoting The Designation

• In an effort to remind CCIM Members of the
  value of earning the distinguished CCIM
  Designation, our Chapter sent out faxes that
  promoted the organization, its benefits and the
  importance of earning and maintaining the
  Certified Commercial Investment Member
  Designation.

178
Promoting The Designation

• Additionally, when the Institute offered the ad
  program to Chapters, we took advantage of it by
  placing a 1,200 advertisement promoting for the
  CCIM Designation in our local Houston Business
  Journal commercial real estate issue which was
  distributed to over 100,000 readers.

179
Promoting The Designation

• Throughout 2004 we also ran half-page,
  full-cover ads in the Office and Commercial
  Magazine which featured a photo of the last seven
  Presidents of the Chapter and highlighted the
  National President Cup awards with a headline
  that read, CCIM A Cup Above the Rest. That
  publication distributes to thousands of area
  readers on a quarterly basis.

180
Promoting The Designation
181
Promoting The Designation
182
CCIM PUBLISHING PARTNERS
183
CCIM Publishing Partners
In an effort to increase our Chapters exposure
and market the CCIM designation, we developed
relationships with publishers in the Real Estate
Industry and have maintained those relationships
on an ongoing basis throughout 2004. This
Publishing Partner program commemorate trade
agreements with several local publications. The
Publishing Partners include the Houston Business
Journal, Blacks
184
CCIM Publishing Partners
Guide, Real Estate Directory News, IREM Insight,
Positive Image Photography, Absolute Productions
and other major publications. In exchange for the
Publishing Partner status, the CCIM Houston /
Gulf Coast Chapter receives tremendous exposure
through monthly, quarterly and semi-annual ads
(many are full-page advertisements) valued at
over 15,000 annually. The total circulation for
these publications is over 125,000 readers.
185
CCIM Publishing Partners
186
CCIM Publishing Partners
RED NEWS (Real Estate Directory News) - This
monthly periodical, which focuses on the
commercial real estate industry in Texas, is a
Publishing Partner of CCIM. Through a barter
arrangement, the RedNews provides our Chapter
with a one quarter page advertisement monthly
which can be used to promote courses, programs
and the Forecast Competition.
187
CCIM Publishing Partners
In 2004, at no cost to our Chapter, they also
distributed numerous advertisements
electronically to over 2,000 subscribers. These
email distributions resulted in attendance
increases each time. The publisher of RedNews
attends CCIM events on a regular basis and often
features CCIM member photos in their
centerspread.
188
CCIM Publishing Partners
The Houston Business Journal - The Houston/Gulf
Coast Chapter has developed a special
relationship with our local business weekly. The
Houston Business Journal (HBJ), a Publishing
Partner of CCIM, provided the Chapter, at no
cost, with several ads promoting our Annual
Forecast Competition and our membership campaign
as well. This publication reaches over 100,000
business professional in the Houston area. The
publisher of the HBJ also attends CCIM social
events on a regular basis.
189
CCIM Publishing Partners
Office and Commercial Magazine This was the
first year for our Chapter to have a partnership
with the Office and Commercial Magazine. Through
this new partnership, we were allowed to
participate on the editorial board, provide
articles, and run a half-page, full cover ad in
each quarterly magazine. The publisher of the
magazine also attends CCIM events on a regular
basis.
190
CCIM Publishing Partners
Blacks Guide and The Office Guide - The
quarterly periodical (Office Guide) and
semi-annual periodical (Blacks Guide) are
Publishing Partners of CCIM. Through a barter
arrangement both publications allowed our Chapter
to place full-page, spot color ads to promote the
CCIM designation. Each of these publications has
a distribution of over 10,000.
191
CCIM Publishing Partners
Absolute Productions - In 2004 our Chapter
developed a new partnership with Absolute
Productions, an ad specialty and marketing
company to assist with our development of our
Presidents Cup Award Presentation.
192
CCIM Publishing Partners
The Positive Image - In 2004 our Chapter
continued a partnership with The Positive Image,
an aerial photography corporation to assist with
promotion of various programs. The company
provided a professional photographer at our
events and allowed us to publish these pictures
in our local newsletter and on our website.
193
CCIM Publishing Partners
194
CCIM Publishing Partners
195
CCIM Publishing Partners
196
CCIM Publishing Partners
197
WEB SITE
198
Web Site

• At the inception of 2004, our Chapter had its
  own web site, as well as the CCIM Institute web
  page. Each site featured our current calendar of
  events and educational offerings, as well as the
  Chapters leadership and links to our Partners
  web sites. After a great deal of discussion, our
  Chapter discontinued with the use of our own site
  and migrated completely to the Chapter site on
  CCIMNet.

199
Web Site

• During the year, our Chapter President worked
  closely with Catylist to improve the Chapter
  listing of members and to work out kinks related
  to making a full conversion to that site.

200
TECHNOLOGY EFFORTS
201
Technology Efforts
The Real Estate Directory News(RedNews), has been
a Houston Chapter Publishing Partner for years.
At our urging, REDNews was encouraged to approach
Catylist to explore the potential for obtaining a
CCIMNet franchise and becoming the Houston area
CIE Manager.
A great effort was put forth by our chapter
president to iron out issues and communicate with
each party to assist with modifications made
specifically for REDNews prior to its launch.
202
Technology Efforts
As the new product developed, Catylist was
allowed to make an announcement of this strategic
alliance to the 400 attendees at our Forecast
event . We also distributed information to
members to assist with Beta testing of the
REDNews site and secondly, highlighting the cost
benefits for Chapter Members.
203
Technology Efforts
These benefits included support from REDNews
staff for entering and maintaining property
listings for all local chapter members as well as
significant discounts on other REDNews marketing
products. Through these efforts, over 5,000
properties were added to CCIMNet within a matter
of months.
204
Technology Efforts
205
COMMUNITY SERVICE
206
Community Service
At the inception of our 2004 year, the new
President Ed Taravella encouraged the chapter to
take on Community Service efforts in addition to
the other fine programs of the Chapter. The
community service efforts of our chapter included
207
Community Service
Holiday Toy Drive The toy collection program
would benefit children affected with Cystic
Fibrosis. Members were asked to send either
monetary donations to be used for toy purchases
or to bring actual toys, games, books, and
stuffed animals to our December holiday Party. We
collected nearly 300 towards toy shopping and an
entire car load of gifts for the children. Over
25 members participated in this drive.
208
Community Service
Cell Phone Drive Knowing that real estate
professionals change cell phones frequently, we
decided to hold a cell phone drive, benefiting
the Womens Crisis Center. Verizon Wireless
would accept any cell phone and would them
refurbished and activated so they can be used in
cases of emergency.
209
Community Service
These phones were then be donated to abused women
and children to use to call 911 in attack
situations. Over 30 members participated in this
drive, resulting in nearly 100 phones donated for
the cause.
210
Community Service

• Houston Livestock Show and Rodeo Sponsorship
• Once again, our Chapter underwrote 2,000
  towards a Houston Livestock Show and Rodeo (HLSR)
  Bar-B-Que Booth along with other commercial real
  estate industry companies and organizations. The
  HLSR event proceeds benefit numerous childrens
  scholarship funds and assists local agriculture
  students with valuable awards to help them attend
  college.

211
Community Service
Houston Livestock Show and Rodeo Sponsorship Our
booth, which was manned by over 40 CCIM members
for a total of three days, also served as a great
networking event for our members and a excellent
way to promote the designation.
212
Community Service

• The Houston Livestock Show and Rodeo is one of
  the Southwests largest charities, benefiting
  more than 1,500 young Texans each year. Since the
  inception of its scholarship program in 1957,
  The Show With a Heart has committed almost 100
  million to Texas students and colleges.

213
Community Service
Donation to Oaks at Rio Bend At our May luncheon,
our guest speaker was Tom Delay, who started a
local charity called Oaks at Rio Bend which helps
house abused and neglected children. As a show of
support for this worthy cause, our Chapter made a
500 donation to the organization
214
ADMINISTRATIVE
215
Administrative

• 2004 marked the tenth year with a full time
  administrative staff to handle the day-to-day
  operations of the Chapter. These two part-time
  contract employees responded efficiently to
  member requests, as well as inquiries regarding
  membership, education, monthly meetings, and
  various administrative issues.

216
Administrative
This assistance has allowed the Chapter
volunteers to successfully provide professional
and timely programs and education as well as
outstanding member service. One administrator
attended the CCIM Capitol Hill visit with Chapter
leaders in April and both staff attended every
Chapter function throughout the year.
217
Administrative

• For the second year in the Chapters History
  our Chapter had the ability to establish a line
  of credit with Chase to obtain a Chapter credit
  card. This will allow greater flexibility for
  course expenses. The ability to obtain credit is
  due to a very successful financial year with an
  active Chapter Treasurer.

218
Administrative
Our Chapter held 11 Board Meetings throughout
2004, which resulted in many of the Chapters
successes in membership growth, community
service, networking opportunities, communication,
and more. In October of 2003, in preparation of
the New Year, Chapter President Ed Taravella held
a planning session.
219
Administrative
At the session, numerous goals were laid out for
the year ahead. All board members were asked to
assist with the goals, which primarily would
focus on membership growth and membership
benefits.
220
Administrative
221
Administrative
Former Presidents

• Administratively, one of our strengths within
  our organization is the involvement of our former
  presidents. Our Chapter waives local membership
  dues to former Presidents in exchange for their
  attendance at luncheons.

222
Administrative
Former Presidents
Additionally, we keep them on our board as
Advisory Board Members so that current leaders
have the benefit of past experiences to aid when
making decisions. We also recognize our former
Presidents in our membership directory.
223
Administrative
Former Presidents

• For the first time, our Chapter also hosted a
  Former Presidents dinner at an upscale
  restaurant. This dinner allowed former presidents
  the opportunity t