ELEVATE Magazine - RASM - June 2024 Issue

Wild Blue AT

Grand Opening of 10 Models by the Area's Finest Builders

NOW INTRODUCING THE NEXT PHASE OF THIS INCREDIBLE COMMUNITY.

With new models to tour and tremendous sales activity, Wild Blue at Waterside is being hailed as a Sarasota standout. The new waterfront community by Stock Development boasts an enviable location in Lakewood Ranch, luxury single-family homes by the area’s finest builders, and incredible amenities. The extraordinary lifestyle includes a 13-acre sports complex, and a spectacular social clubhouse, with indoor and outdoor dining, two pools, a movie theater, fitness center, and a 9-hole premier putting course. It’s no wonder Wild Blue at Waterside is fast becoming one of the most sought-after communities in Sarasota.

INTRODUCE YOUR CLIENTS TO THE NEWEST RELEASE IN THIS WILDLY POPULAR COMMUNITY.

8396 Sea Glass Court, Lakewood Ranch, FL 34240 l 941.313.3852 From University Parkway turn south onto Lorraine Road and follow the signs to Wild Blue at Waterside

WildBluelwr.com

Residences from $1 million

6 COVER STORY

Influence and Impact: The Role of Advocacy in Real Estate In the current charged political atmosphere, it feels as though political issues permeate every corner of our lives. With a pivotal presidential election looming on the horizon, the intensity is only set to amplify in the coming months, offering ample fodder for debate. While it might be tempting to tune out or sidestep key issues, there’s a pressing need, now more than ever, to stay informed and engaged, especially in the Realtor® community. It cannot be overstated, but the adage “If real estate is your career, policy is your business,” has never been more crucial than it is today. Our elected officials make important decisions relating to zoning codes and regulations, property tax rates, infrastructure changes, and several other crucial factors that affect the way real estate professionals carry out their day-to-day business.

12

FinCEN Reporting Requirements

T he Financial Crimes Enforcement Network (FinCEN) is primarily responsible for safeguarding the financial system of the U.S. FinCEN enforces and oversees laws to combat money laundering, terrorism, and related crimes.

23

Spain, Italy, France, & England! Join members of the GBC in traveling to exciting countries on trade missions. Have the chance to meet new friends, make contacts, and learn so much about a new country while obtaining an understanding of how to buy and sell homes abroad!

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Skills You Need to Thrive I n the ever-evolving landscape of real estate, adapting to postlawsuit dynamics is crucial for success. Whether you’re a seasoned professional or a newly licensed agent, honing specific skills can enhance your career prospects.

RASM South - 2320 Cattlemen Road Sarasota, FL 34232

RASM North - 2901 Manatee Ave W Bradenton, FL 34205

Phone: 941-952-3400

FAX: 941-952-3401

www.MyRASM.com

STAFF CONTRIBUTORS:

Vice President of Operations & IT:

Jesse Sunday

Vice President of Advocacy & Member Programs: Maxwell Brandow

Communications Director : Brandon Gay

Member Services Director : Jessica Montague

Professional Development Manager: Denise Ricciotti

Communications Manager: Kristen Oriente

Magazine Editor: Beth Sunday

2024 ASSOCIATION OFFICERS:

President:

Tony Barrett, Barrett Realty, Inc.

President-Elect:

Debi Reynolds, Florida SunCoast Real Estate

Vice President:

David Crawford, Catalist Realty LLC

Treasurer:

Anita Lambert, Premier Sothebys Int’l Realty

Immediate Past President:

Brian Tresidder, William Raveis Real Estate

Chief Executive Officer: Jeff Arakelian

MISSION STATEMENT:

Empower and engage our Realtor® Community by delivering essential services, resources, education, and experiences that elevate member success and professionalism, while advocating for REALTOR® initiatives and private property rights.

VISION STATEMENT:

We are an innovative and relevant association that elevates the standards of professional excellence, and are critical to our members’ success, while providing value to our community.

SUBSCRIPTIONS:

The annual dues of every member of the REALTOR ® Association of Sarasota and Manatee, Inc., includes a one-year digital subscription to ELEVATE Magazine. Editorial ideas and manuscripts are welcomed.

Byline articles and columns express the opinions of the writers and do not necessarily reflect the policies or sentiments of the REALTOR® Association of Sarasota and Manatee, Inc., and its affiliates (together, the “Association”). All submitted copy is subject to editing. Copyright © 2024 REALTOR® Association of Sarasota and Manatee, Inc. All rights reserved. Reproduction in whole or in part without written permission is prohibited. Advertisements in the publication do not constitute an offer for sale in states where prohibited or restricted by law. Additionally, the Association makes no guarantee and takes no responsibility for the accuracy of any third-party advertisements in this publication. All liability with respect to actions taken or not taken based on the contents of this publication are hereby expressly disclaimed. The Association has provided the content of this publication “as is” and without warranty of any kind, express or implied, and as such, is not responsible or liable for the accuracy, content, completeness, legality, or reliability of the information.

For information on advertising and article submissions, contact Beth Sunday, Magazine Editor, at 941-9523417 or email Beth@MyRASM.com

Advocating for Our Industry: Highlights from the NAR Legislative Meetings

By: Tony Barrett, 2024 RASM President

Our color remains purple when it comes to politics, as we focus on the issues that impact the housing market, affordability, personal property rights, and a clean environment. I want to extend my heartfelt thanks to all the participants who joined us in Washington, D.C., for the National Association of Realtors® Legislative Meetings. It was a packed event featuring discussions about the buzz on Capitol Hill, alongside numerous roundtables and meetings centered around what is crucial for our industry.

Our key priorities were conveyed to our representatives Greg Steube, Rick Scott, Marco Rubio, and Vern Buchanan. Real estate represents 16% of the U.S. GDP, supports 2.8 million jobs, and generates $50 billion in tax revenue nationwide, and it’s important to us as the voice of that industry to walk the walk and meet faceto-face with these lawmakers to discuss our priorities. We discussed issues surrounding the industry, such as affordability and the lack of available housing.

Notably, we emphasized the need to increase the cap on capital gains taxes, currently set at $500,000 per couple, a limit that has not been increased in several years. A bright spot of our meetings was when one of our representatives agreed to cosponsor this increase during our meeting immediately after FPC Bill Furst stressed the importance of it. We also focused on maintaining Realtors® as independent contractors, preserving 1031 exchanges, and ensuring veterans can continue to purchase homes in our ever-changing environment.

The Realtor® Voice makes a difference, and we were well represented by the attendees from our Realtor® Association of Sarasota and Manatee. Making new connections, revisiting old ones, and collaborating with other Realtors® across the country are what make our industry unique and stronger. Once again, I would like to thank all who attended and represented our Association. However, there is still much more work to be done. It is crucial to stay informed about Realtor® priorities and let your voice be heard when it comes to protecting our industry and the people we serve. •

Influence and Impact: The Role of Advocacy in Real Estate

In the current charged political atmosphere, it feels as though political issues permeate every corner of our lives. With a pivotal presidential election looming on the horizon, the intensity is only set to amplify in the coming months, offering ample fodder for debate. While it might be tempting to tune out or sidestep key issues, there’s a pressing need, now more than ever, to stay informed and engaged, especially in the Realtor® community. It cannot be overstated, but the adage “If real estate is your career, policy is your business,” has never been more crucial than it is today. Our elected officials make important decisions relating to zoning codes and regulations, property tax rates, infrastructure changes, and several other crucial factors that affect the way real estate professionals carry out their day-to-day business. Those politicians are also the ones who hear from their constituents about a number of different policy issues including matters that have a real impact on the value of their property.

WHY ADVOCACY?

A Realtor® advocate means having your voice heard on issues that are important to you – and staying

informed on those issues is key. You can’t promote and protect your rights if you aren’t aware that they are in danger of being infringed upon. The RASM Government Affairs Department interfaces with all local government entities on behalf of RASM members. We proactively monitor local legislation and regulatory policy for the impact it may have on private property rights and the ability to freely buy, sell, and lease property. But we also rely on the volunteer efforts of our members to join us in the fight to protect and maintain these rights.

“Advocacy is the linchpin in safeguarding our profession, championing the interests of our clients, and ensuring the vitality of Florida’s real estate sector,” said Max Brandow, RASM Vice President of Advocacy and Member Programs. “Without a robust advocacy presence in Tallahassee and Washington D.C., nonRealtor® friendly conversations can overshadow ours, leading to detrimental policies that hamper our livelihoods and erode our bottom line. Yet, advocating for your interests alone behind closed doors often yields little progress. It’s RPAC’s efforts that grant access to the decision-makers who shape our future.”

WHAT IS THE REALTOR® PARTY?

The REALTOR® Party is a powerful alliance of Realtors® working together to advance public policies and candidates that build strong communities, protect property interests and promote a vibrant business environment. RASM, along with Florida REALTORS® and the National Association of REALTORS® (NAR), works for our members by advocating for local, state, and federal policy initiatives.

PUBLIC POLICY

On local advocacy issues, RASM has adopted a Public Policy Guide when determining priorities for Manatee County and Sarasota County. We also follow state and national priorities as they pertain to our area. The RASM Public Policy Guide was created to collectively group RASM’s prime objectives as the local voice for real estate in our two-county area. The guide outlines the Association’s position under the following categories:

ƒ Land Use/Development

ƒ Taxation

ƒ Environment

ƒ Infrastructure

ƒ Landlord/Tenant

ƒ Government Budgets

ƒ General

ƒ Legislative Advocacy

ƒ Local Elections

ƒ Education

The RASM Public Policy Guide is continually being revised and updated to stay relevant and focused on our communities’ changing needs. To receive your own copy, email Maxwell@myrasm.com

REPRESENT YOUR INDUSTRY

As a member of our Association, you have the opportunity to make a difference in the real estate industry by serving as an advocate. At RASM, we believe that advocacy is essential to the success of our industry, and we are committed to supporting our members in their advocacy efforts. Whether you’re new to advocacy or have years of experience, we invite you to explore the resources available for you to get involved in making a difference in your industry and community.

LOCAL ELECTIONS

RASM provides a variety of resources to help you stay informed about local elections, including voter guides and election links.

WHO DOES RASM ENDORSE AND WHY?

ƒ Every election cycle, RASM screens and endorses candidates for elections that have the most impact on our members’ day-to-day business, and the industry. This is typically State Senate, State House, County Commission, and City Commission races.

ƒ RASM does this because as a professional trade association, it is our job to protect and advance the industry politically.

ƒ The importance of identifying Realtor®-friendly candidates during the election cycle cannot be overstated. Just one elected official who does not understand or does not support our issues could be the difference between the state or local municipality implementing a sales tax on your commissions, which saves members on average $2,300 annually. We also endorse Realtor®-friendly candidates to advance a healthy and thriving market.

RASM’S LEGISLATIVE WINS

The last few years, the RASM Advocacy Department, along with the Public Policy Committee, has been very focused on reforming and modernizing the laws and zoning codes in municipalities to see industry-wide shifts in our local market.

ƒ With the passage of the Sarasota City Comprehensive Land Use Plan, and the subsequent zoning text amendments, the city is heading towards transformational change, not only in the downtown market, but also along the corridors. This new plan paves the way for mixed use, walkable developments along major corridors like 301, 41, Fruitville. This is beneficial for both our Commercial and Residential Realtors® because more units will come on line in our market, neighborhoods will see much needed capital investment, and it also helps address a major issue we fight for: affordable housing. Not only will housing supply increase, which leads to downward pressure on the skyrocketing housing costs for young and first-time home buyers, but in the plan, developers are also given incentives to allocate certain percentage of units in their projects specifically for individuals at or below the median incomes in town.

ƒ In the City of Bradenton, the Public Policy Committee led by Chair Barry Grooms, lobbied the City Council to implement a plan downtown which has the chance to take Bradenton to new heights. The plan involved moving the current City Hall property to a new parcel which would allow a state-of-the-art mixed-use development to come to one of the most important areas of downtown, the riverfront. This project will have a ripple effect not only for downtown merchants and the downtown commercial properties, but also the adjacent and downtown edge residential neighborhoods. RASM is very bullish on the City of Bradenton, the elected leaders we have in the City and Manatee County are visionary when it comes to investing in the area, and the best is yet to come if we continue electing Realtor®-friendly candidates.

MEET THE CANDIDATES EVENT: 2024 PRIMARY ELECTIONS

Are you looking to make an informed decision at the polls but need more information? Join RASM on Tuesday, July 30 from 5:30 – 7:30 p.m. at Gold Coast Eagle Distributing for a special meet and greet with candidates running in the 2024 state and local primary elections. This is a FREE opportunity to engage in important discussions on key issues impacting your business. For questions, please email Max Brandow at max@myrasm.com. For more information and to register (required), click here

RASM KEY PRIORITIES

RASM supports the legislative priorities highlighted by Florida REALTORS® and NAR. In addition, we follow RASM’s Public Policy Guide when determining priorities for Manatee County and Sarasota County while following State and National priorities as they pertain to our area. RASM’s specific key priorities include:

ƒ Protecting private property rights for owners to utilize their property freely, such as for vacation rentals.

ƒ Minimum to no fees for essential Realtor® activities like using open house and for sale/rent signage.

ƒ Preserving and protecting our local environment, which attracts so many of our members’ clients to the area.

ƒ Making sure our school districts continue to outperform other districts throughout the state.

ƒ Improving the local economy and business climate so our members can thrive.

ƒ Increasing the housing stock and fighting for affordable housing measures.

STILL MORE WORK TO DO

Even with all the positive changes we’ve been a part of, the work is not done when it comes to housing affordability. Cities and states throughout the country have been biting around the edge of the issue for years, but in the end the only way we’ll get the requisite amount of supply now and into the future is major permanent zoning changes. This means everything from allowing property owners by right to build ADU’s, upzoning parcels to allow more units/acre, providing incentives for builders to construct affordable housing in their projects, etc.

We also need to make sure we have a diverse array of commercial properties and uses. While residential units are essential and needed for Sarasota and Manatee to have a thriving economy that isn’t solely reliant on seasonal tourism, we must have areas in the region to place mixes of different commercial uses.

SUPPORT RASM’S ADVOCACY EFFORTS

RASM Major Investors are industry professionals whose goal is to promote homeownership for all and to protect Realtors® from burdensome regulations. Major Investors are eligible to participate in the RPAC Recognition Program, with specific benefits and accolades that acknowledge their support of RPAC. There is a minimum annual investment of $1,000. To become an investor, click here

There is a direct link from Realtor®-friendly candidates that RPAC helped get elected, to bad legislation prevented via “no” votes by those same elected officials, and vice versa. Like the Sarasota City Comp Plan, and the City of Bradenton Downtown revitalization, all those efforts wouldn’t have had the requisite number of votes, if Realtor®-friendly candidates weren’t elected. Also, the work is never done. All the progress we made in the City of Sarasota is at risk in this election cycle. We have candidates running against our Realtor®-friendly incumbents in the City of Sarasota that are on record vowing to undo progress made by the current Commission.

WHAT’S THAT LOOK LIKE?

In the City of Sarasota, you’re likely to see building moratoriums in the city, or roadblocks in front of any new projects which will chill investment into the city, and inevitably lead to higher construction and development costs, which are always passed on to the consumer. That means no more, or a drastic cut, in the number of new units in the area. Less units to buy and sell per RASM member and their clients.

If some of these candidates get elected it could mean your clients who invest in vacation rentals may look elsewhere in the state because the opponent candidates are on the record advocating that the city will lean into more taxes, more inspections, more fees for vacation rental owners.

Opponent candidates have also lamented the amount of For Sale/Rent signs in the city; imagine if the city charged RASM members per day/week just to put a for sale or for rent sign in a clients’ yards? Do you think that could have an impact on your bottom line?

In Manatee County it’s the same story. We have candidates running against adding parking spaces to the island beaches. Imagine showing potential clients Anna Maria, Holmes Beach, and Bradenton Beach only for them to realize the island communities, by design, only provided enough parking for residents of those islands?

At the state level, every year someone tries to implement a sales tax on your commissions, but because we have a strong Realtor®-caucus and Realtor®-friendly candidates we’ve been able to prevent that from happening. We have been able to secure record number of state dollars for housing assistance programs, environmental funding, etc. These are all part of our state priorities, and those priorities are easily attainable if we have Realtor®-friendly candidates elected. And RPAC helps them get elected.

GREAT AMERICAN REALTOR® DAYS (GARD)

The Great American Realtor® Days (GARD) is an annual event hosted by Florida REALTORS® that gives you the opportunity to travel to Tallahassee and shake hands and meet face-to-face with lawmakers before they weigh decisions that will impact how you do business. Attendees can make sure our elected leaders have the right information before voting on legislation that could hurt your bottom line, threaten the growth of your business, or make it harder for Floridians to buy their dream homes or sell their properties.

Be part of the Rally in Tally next year! Join RASM members in making your voice heard by attending the Florida REALTORS® 2025 Great American Realtor® Days, scheduled for March 4-6, 2025. Don’t miss your chance to make a difference in the real estate business in Florida. For more information, visit www.floridarealtors.org

“Every year we have members attend GARD for the first time, and I always hear, ‘Wow, I had no clue the importance of the work we are doing at the State Capital.’ When you’re in those meetings with lawmakers and you see the respect they have for our industry and members, and their willingness to reach out and get the Realtor® perspective on issues, it highlights the impact our members have had on state legislation throughout the years. We must be willing to use our collective voice, or someone else will beat us to it,” said Brandow. •

MEET THE CANDIDATES

Tuesday, July 30

5:30 - 7:30 p.m.

Gold Coast Eagle Distributing 7051 Wireless Ct, Sarasota, FL 34240

Join us for a special meet and greet with candidates running in the 2024 state and local county primary elections.

Realtor’s® Purchase of Property Listed with the Firm

By: National Association of REALTORS® Interpretations of the Code of Ethics Agreement Case 1-21: (Adopted May, 1989 as Case #7-25. Transferred to Article 1 November, 1994. Revised November, 2001.)

Mr. and Mrs. A visited Realtor® B’s office and explained they had owned a four-bedroom ranch house nearby for thirty years but since their children were grown and Mr. A was retiring, they wanted to sell their home and tour the country in their motor home.

Realtor® B and Mr. and Mrs. A entered into an exclusive listing agreement. Realtor® B conducted an open house, advertised in the local paper, and took other steps to actively promote the sale.

Four weeks after the property went on the market, Realtor® B received a call from Realtor® Z, a broker affiliated with the same firm who worked out of the firm’s principal office downtown. Realtor® Z explained that she had seen information regarding Mr. and Mrs. A’s home in the MLS and was interested in the property as an investment. She indicated she was sending an offer to purchase to Realtor® B through the firm’s inter-office mail.

When Realtor® B met with Mr. and Mrs. A to present Realtor® Z’s offer, he carefully explained and presented a written disclosure that Realtor® Z was a member of the same firm although he was not personally acquainted with her. Mr. and Mrs. A, being satisfied with the terms and conditions of the purchase offer, signed it and several weeks later the sale closed and a commission was paid to Realtor® B.

Several weeks later, Realtor® B received a letter from Attorney T, representing Mr. and Mrs. A. Attorney T’s letter indicated that since a member of Realtor® B’s firm had purchased the property, in Attorney T’s opinion, Realtor® B was not entitled to a commission. The letter went on to demand that REALTOR® B refund the commission that had been paid by Mr. and Mrs. A.

Realtor® B politely, but firmly, refused to refund the commission.

Mr. and Mrs. A filed a complaint with the Board of REALTORS® alleging that Realtor® B’s refusal to refund the commission constituted a violation of Article 1 of the Code of Ethics.

Realtor® B, in his response, agreed with the facts as stated in Mr. and Mrs. A’s complaint but indicated that he had faithfully represented the best interests of Mr. and Mrs. A and had no obligation to refund the commission.

The Grievance Committee concluded that the matter should be referred to a Hearing Panel of the Board’s Professional Standards Committee.

At the hearing, Mr. and Mrs. A repeated the facts as set forth in their written complaint and, in response to Realtor® B’s cross-examination, acknowledged that Realtor® Z had not influenced their decision to list the property with Realtor® B or their decision as to the asking price. They also agreed that Realtor® B had carefully disclosed that Realtor® Z was a member of the same firm; and that Realtor® B had represented their best interests throughout the transaction. Their only disagreement with Realtor® B, they stated, was that since their home had been purchased by a member of Realtor® B’s firm, they should not have been obligated to pay a commission and Realtor® B’s refusal to refund the commission violated Article 1.

The Hearing Panel concluded that Realtor® B had promoted Mr. and Mrs. A’s interests; and had carefully disclosed that Realtor® Z was a member of the same firm; and that Realtor® B’s refusal to refund commission did not constitute a violation of Article 1. •

Published with the consent of the NATIONAL ASSOCIATION OF REALTORS®. Copyright NATIONAL ASSOCIATION OF REALTORS®-All Rights Reserved.

Mason Title & Escrow

By: Patty Baker, Sales Marketing Representative, Mason Title & Escrow

With over 30 years in the Title Insurance industry, Patty Baker stands as a pillar of expertise and dedication. For the past 16 years, she has served as the Sales Marketing Representative for Mason Title, covering the Sarasota and Bradenton area.

Before joining Mason Title, Patty spent a decade with Fidelity Title and honed her skills with various attorneys. Hailing from the Midwest, Patty attributes her robust work ethic and commitment to her upbringing on a family ranch. This foundation has driven her to use creative solutions and strategies for her clients to deliver an exemplary level of customer service. She leverages her diverse skill set to foster new business relationships and support her customers’ needs.

Joined by an exceptional team at Mason Title, Patty ensures her clients receive unparalleled service. Her energetic personality, coupled with her unwavering dedication, has not only solidified her reputation in the industry but has also endeared her to the Sarasota real estate community.

Outside of work, Patty cherishes moments at her family’s ranch in Iowa, indulging in horseback riding and quality time with her loved ones. She is a proud mother to her children, Matt and Devika, and a doting grandmother to her three grandchildren, all residing here in the Sarasota area.

Mason Title & Escrow Company boasts eight offices across the state of Florida and offers nationwide support. Patty’s commitment to excellence and community involvement exemplify Mason Title’s mission to provide top-tier Title and Escrow services.

Mason Title and Escrow 3066 University Parkway Sarasota FL 34243 941-586-9955 •

FinCEN Reporting Requirements

By: Garret T. Barnes, Esq., Barnes Walker

The Financial Crimes Enforcement Network (FinCEN) is primarily responsible for safeguarding the financial system of the U.S. FinCEN enforces and oversees laws to combat money laundering, terrorism, and related crimes. This article outlines two reporting requirements, The Currency Transaction Report (CTR) and The Corporate Transparency Act (CTA).

I. THE CURRENCY TRANSACTION REPORT

FinCEN’s Geographic Targeting Order (GTO) extends to incorporate 8 more Florida counties, including our surrounding area of Sarasota and Manatee County. This GTO requires closing companies to file a CTR if all 6 elements apply to the transaction. These elements are: (1) The purchased property is residential. This includes single-family homes, individual condominium units, and cooperatives primarily designed to be occupied by one to four families, (2) The property is located in Miami-Dade, Broward, or Palm Beach County and is purchased on or after October 22, 2023, or is located in Hillsborough, Pasco, Pinellas, Manatee, Sarasota, Charlotte, Lee, and Collier County and is purchased on or after November 21, 2023, (3) The purchase price of the property is $300,000 or greater, (4) The buyer is a legal business entity. For purposes of the CTR, a business entity is a corporation, LLC, similar entity, or foreign entity registered to do business in the U.S. However, a business entity with common stock listed on a securities exchange regulated by the SEC, or a self-regulatory organization that is registered with the SEC, or an entity that is solely owned by such a business is not considered a legal business entity that must complete this report, (5) The property is purchased without a bank loan and without another source of external financing given by a financial institution that is under the duty to sustain an antimoney laundering program and the obligation to report any suspicious transactions under FinCEN regulations, (6) Any portion of the transaction, including the earnest money deposit, is paid for by wire, money order, cash, virtual currency, cashier’s check, traveler’s check, business check or personal check. Therefore, if a transaction meets the criteria outlined above, the closing company must file a CTR within 15 calendar days of the transaction’s completion with FinCEN’s BSA E-Filing System. Failure to oblige may result in both civil and criminal penalties.

II. THE CORPORATE TRANSPARENCY ACT

The CTA is a federal law designed to detect and prevent money laundering and other illegal activities conducted through business entities. The CTA requires reporting companies to submit a report known as the Beneficial Ownership Information Report (BOIR) to FinCEN that discloses each beneficial owner and company applicant. From these reports, an aggregate database will be created to identify and isolate shell companies that have been used to conduct illegal activities.

For purposes of the BOIR, a reporting company is virtually every corporation, limited liability company, limited partnership, and other business entities created/registered in the US, except entities that are already registered with, licensed by, or regulated with a federal government agency. The entities exempt from this requirement can be found in CFR 1010.380(c)(2). Entities in existence before January 1, 2024, have until January 1, 2025, to file the BOIR. Entities formed on January 1, 2024, and after, have 90 days from the date of formation to file this report.

The reporting company must disclose each beneficial owner, that is any individual who owns or controls 25% or more of the ownership interest of the company or any individual who exercises substantial control over the company. The CTA’s definitions of beneficial owner and substantial control can be found in 31 CFR 1010.380(d). The reporting company must also disclose the company applicant, which is the individual who directly files the formation document of a U.S. reporting company or who directly files the registration document in the US for a foreign reporting company.

If the BOIR reporting obligations are violated, the reporting company, its senior officers, and the individual who willfully files a fraudulent BOIR may be subject to both civil and criminal penalties. •

This article is meant for educational purposes only. It is not intended to serve as legal advice and should not be used as a substitute for consultation with an attorney.

RRCF Receives Funds from RASM Fundraising Events

By: Jessica Bow, Realtor®, RE/MAX Platinum Realty

The R ASM REALTORS® Charitable Foundation (RRCF) is grateful to announce that more than $13,000 has been raised from recent fundraising efforts this year, hosted by the specialty groups at the RASM. These funds will directly support the RRCF’s three-pronged mission:

ƒ Support housing-related charities and needs in the community.

ƒ Provide college scholarships to local students.

ƒ Help RASM members in need during times of crisis.

SPORTING CLAYS

On April 18, the Commercial Real Estate Alliance (CREA) hosted their annual Sporting Clays Tournament at Sarasota Gun Club. Thanks to the generous support of sponsors and over 100 members in attendance, CREA raised $10,162 at the event, with 50% of the proceeds benefiting Heroes Welcome Home and the other 50% benefiting the RRCF. Thank you to everyone who helped make this possible!

PUTT-PUTT PALOOZA

On May 16, the Young Professionals Network (YPN) hosted their annual Putt-Putt Palooza fundraiser at Evie’s on Bee Ridge. This mini golf tournament was quite a success! Also at the event was a putting

contest and a 50/50 raffle, which helped raise funds at the event. We’re excited to announce that over $3,300 was raised, thanks to RASM members and business partners. 50% of the proceeds benefit SPARCC, a Safe Place and Rape Crisis Center, and the other 50% will benefit the RRCF.

RRCF THANKS YOU

We’re grateful for the unwavering support from our Realtor® members and Business Partners at these events! RASM members understand that the charities we support contribute greatly to the community, as well as to our Realtor® family in times of crisis. We could not make this impact in the community without the help of all of you.

If you missed the chance to participate in these events, stay tuned for the annual CREA Golf Tournament on October 28! We hope to see you all there. To learn more about the work of the RRCF, visit myrasm.com/foundation.

Special thanks to CREA and YPN for their hard work hosting these events and a special thanks to the RRCF Fundraising Committee and their efforts: Chair Mary Northrup, Vice Chair Forest Balderson, Jessica Bow, Kendra Johnston, Shana Macri, Scott Malouf, Ali Marks, David McClure, Melissa McClure, Teresa Savini, Natasha Selvaraj, and Lynette White. •

April 2024 Real Estate Market Report: Trends in Sarasota and Manatee Counties

By: Brandon Gay, RASM Communications Director

The REALTOR®

Association of Sarasota and Manatee (RASM) today released its monthly market report detailing the real estate trends for April 2024.

The data reveals a significant shift in the market dynamics of both counties, marked by rising inventory levels, extended time on the market, and varying price trends.

KEY TRENDS IN APRIL 2024:

ƒ Inventory Surge: The increase in active listings for both single-family homes and condos suggests a growing supply, which could lead to more competitive pricing and longer times on the market.

ƒ Sales Activity: Despite the higher inventory, closed sales for both single-family homes and condos have risen, indicating sustained buyer interest.

ƒ Market Shift: The substantial increase in the median time to contract and sale times indicates a market shift towards longer selling periods, likely due to the increased inventory and possibly more selective buyers.

Inventory continues to be a topic of discussion in April 2024. In Sarasota County, inventory increased year-over-year by 81.2 percent to 3,305 for singlefamily homes and 91 percent to 2,124 for condos. In Manatee County, inventory increased by 60 percent to 2,450 for single-family homes and 92.4 percent to 1,512 for condos.

“The significant rise in inventory across both counties is a clear indication of a shifting market dynamic. Buyers now have more options to choose from, which is reflected in the extended time properties are staying on the market,” said Tony Barrett, 2024 RASM President and Broker/Owner of Barrett Realty.

In April, the months’ supply of inventory (MSI) for single-family homes decreased from one month ago from 5.3 months to 5.1 months in Sarasota County and

from 4.1 months to 3.9 months in Manatee County. For townhomes and condos, the MSI decreased from 6.8 months to 6.7 months in Sarasota County and from 6.4 months to 6.3 months in Manatee County.

There was a total of 1,496 closed sales for singlefamily homes in Sarasota and Manatee, a 6.2 percent increase from the same time last year. Closed sales for condos increased by 10.6 percent to 707 sales across both counties.

“It’s encouraging to see closed sales increase, even with the higher inventory levels. This indicates that buyers are still actively engaging with the market, taking advantage of the increased options available to them,” added Barrett.

The median time to contract in Sarasota County is 40 days for single-family homes and 48 days for condos, a year-over-year increase of 90.5 percent and 118.2 percent respectively. In Manatee County, the median time to contract increased by 57.1 percent to 44 days for single-family homes and by 63 percent to 44 days for townhomes and condos.

The median sales price for single-family homes in Sarasota County increased year-over-year by 3.8 percent to $540,000 and remained steady at $399,000 for townhomes and condos. In Manatee County, condo prices decreased by 7.5 percent to $352,420, and single-family home prices decreased by 7 percent to $530,000.

Monthly reports are provided by Florida REALTORS® with data compiled from Stellar MLS. For comprehensive statistics dating back to 2005, visit www.MyRASM.com/statistic s •

Monthly Market Summary - April 2024

Single-Family Homes

Sarasota County

Monthly Market Summary - April 2024

Single-Family Homes

Manatee County

Monthly Market Summary - April 2024

Townhouses and Condos

Sarasota County

Monthly Market Summary - April 2024

Townhouses and Condos

Manatee County

Spain, Italy, France, & England! So Many Wonderful Countries, so Little Time

By: Glo Reber, Realtor®, Premier Sotheby’s International Realty®

Join members of the Global Business Council in traveling to exciting countries on trade missions. Have the chance to meet new friends, make contacts, and learn so much about a new country while obtaining an understanding of how to buy and sell homes abroad!

TRADE MISSIONS

The RASM Global Business Council along with other Realtor® groups offers so many opportunities to participate in trade missions. You will encounter another world of adventure and excitement. You will make important business contacts from other nations to expand your international referral business. You will gain knowledge of the steps to take in purchasing in a foreign country. There is an opportunity to gain experience of how financing is obtained, the roles of a sales agent and the rules and regulations that must be followed when purchasing a home abroad.

Earning your prestigious Certified International Property Specialist (CIPS) designation is a must. You will join CIPS designees all over the world in opening doors for your business. You can earn that designation locally at RASM.

RASM SPOTLIGHT SERIES

Learn from and enjoy our “Spotlights” on a wide variety of countries. We have featured Dubai, Spain, South Africa, Portugal and so many more! We will be highlighting Mexico in July, and Canada in November! Learn how foreign sales agents conduct their real estate business, how they connect with one another, and how we can do business with them. Learn how to buy or sell a property in another country to a customer looking for a second home abroad with the connections you have made.

Attend “A Place in the Sun” in England or “Realtor® QUEST” in Canada to market to other real estate professionals. Highlight yourself and provide them

with valuable information about the Gulf Coast of Florida and all it offers. Apprise them of the real estate opportunities here, not to mention create important professional relationships.

FOREIGN BUYERS

With Florida as one of the top states for foreigners to visit and purchase a home, you will be at the forefront of assisting your foreign buyers in working through that process in a new country. The Global Business Council members can assist you in connecting with the proper professionals to ensure a smooth transition for your customers.

Even if you do not currently have foreign buyers or sellers, the value of being a member of the Global Business Council will ensure you have the right tools to go forward with confidence in your success.

Join the Global Business Council and be a part of the future! •

A Hole Lot of Fun on the Mini Green!

By: Alina Kirilenko, Business Development Director, Berlin Patten Ebling PLLC

Thank you to everyone who attended the RASM YPN Annual Fundraiser of Putt-Putt Palooza! It was a great turnout, and we had so much fun playing mini golf, networking, and raising funds for our local charities.

BENEFITING LOCAL CHARITIES

We’re excited to announce that over $3,300 was raised. 50% of the proceeds will benefit SPARCC, a Safe Place and Rape Crisis Center, and the other 50% will benefit the RRCF, RASM REALTORS® Charitable Foundation. SPARCC is a dedicated organization committed to supporting survivors of domestic violence and sexual assault. We were happy to support their mission, which revolves around providing essential resources, counseling, and shelter to those in need. RRCF is the 501c3 charitable arm of RASM, providing funding for individuals and not-for-profit organizations in the Sarasota and Manatee region that enhance the quality of life in the community.

This mini golf tournament also featured a putting contest and a 50/50 raffle, which helped raise funds at the event. Tony Moore, with Gulfside Mortgage, won the raffle and donated his winnings back to the charities for a total of $642!

Thank you to our Business Partners, who set up tables throughout the course and engaged with the players! It certainly made everyone’s putting experience more fun and enjoyable. A shout out to Barnes Walker, Bank of England Mortgage, Berlin Patten Ebling, IAS Marketing, Right Key Mortgage, SnapHouss Sarasota, Strong Roofing, Storage Solutions Sarasota, WCR Manatee, and WCR Sarasota. We couldn’t have done it without you!

Please join the YPN Committee for our next event! We are hosting a Lunch & Learn on June 14th and at RASM South. Our guest speaker, Montana Thigpen from Stewart Title, will present on 12 Social Media Generation Strategies. You won’t want to miss it! Head over to www.myrasm.com to register. •

Kingfisher Estates

By: Dena James, Marketing Manager, John Cannon Homes

Living by the waterfront is a dream for many people. It offers serene views, recreational opportunities, and a unique lifestyle.

John Cannon Homes is proud to offer a new community, Kingfisher Estates, that offers this desirable waterfront experience without the threat of storm surges or hurricane evacuations. This can provide peace of mind to residents, particularly those who have experienced the disruption and danger of evacuations in the past.

One of the many perks of living in Kingfisher Estates is the easy access to Waterside Place, where residents can indulge in a variety of activities. Taking your boat out for a sunset cruise from Kingfisher Estates to downtown Waterside Place allows you to experience the beauty of the waterways while enjoying a leisurely ride.

Waterside Place offers a range of dining options, allowing you to savor a delightful dinner overlooking the waterfront. Additionally, you can explore the shopping opportunities available at Waterside Place, adding a touch of retail therapy to your outing.

Kingfisher Estates has quickly become the crown jewel of Lakewood Ranch. Homesites starting at one-half acre and larger provide homebuyers with a valuable canvas for our team at John Cannon Homes to create the home you’ve always dreamed of building. The spaciousness, customization options, and potential for increased privacy make these larger lots an appealing choice for those looking to create their ideal living environment.

Lot sizes in Kingfisher Estates range from half an acre and up, with lot prices from the $1 millions. Home sizes are from 3,600 square feet and up, with home prices from $2.5 million plus homesite. •

Congratulations, You’re a Realtor® - Now What? Five Skills You Need Post-Lawsuit to Thrive

By: Michael Baker, PA, Broker Associate, Realtor®, RE/MAX Alliance Group

In the ever-evolving landscape of real estate, adapting to post-lawsuit dynamics is crucial for success. Whether you’re a seasoned professional or a newly licensed agent, honing specific skills can significantly enhance your career prospects. Today we’ll explore five essential skills that every Realtor® should develop to thrive in this ever-changing environment.

MASTER VIDEO & SOCIAL MEDIA MARKETING

The recent pandemic accelerated the shift towards digital marketing, making video and social media indispensable tools for Realtors®. Create engaging video content showcasing properties, neighborhood highlights, and market insights. Leverage platforms like YouTube, Instagram, Facebook, and LinkedIn to reach a wider audience and build your brand. Invest in professional video equipment or work with a videographer to produce high-quality content that resonates with potential clients.

CONTINUOUS EDUCATION & CERTIFICATIONS

The real estate industry is dynamic, with regulatory changes, market trends, and technological advancements shaping its landscape. Commit to continuous education and obtain relevant certifications to stay ahead of the curve. Pursue certifications such as Accredited Buyer’s Representative (ABR), Certified Residential Specialist (CRS), or Real Estate Negotiation Expert (RENE) to enhance your knowledge and credibility. Attend workshops, seminars, and online courses to expand your skills and stay competitive in the market.

ENGAGE WITH YOUR COMMUNITY

Building strong connections within your community is key to establishing trust and credibility as a Realtor®. Get involved in local events, sponsorships, and community initiatives to showcase your commitment to the area. Partner with local businesses, schools, and nonprofit organizations to foster meaningful relationships and referrals. Networking with other professionals and community leaders can open doors to new opportunities and client referrals.

STAY INFORMED ABOUT MARKET TRENDS AND REGULATIONS

A deep understanding of market trends, economic indicators, and regulatory changes is essential for informed decision-making in real estate. Stay updated with industry news, housing market reports, and economic forecasts to anticipate market shifts and advise clients effectively. Familiarize yourself with local zoning laws, building codes, and environmental regulations to ensure compliance and avoid potential legal issues. Utilize reputable sources, industry publications, and professional associations for reliable information and insights.

HARNESS THE POWER OF YOUR PHONE

Your smartphone is more than just a device for entertainment; it’s a powerful tool for productivity and communication. Use productivity apps for task management, scheduling appointments, and organizing client information. Leverage communication apps for seamless client communication, virtual meetings, and document sharing. Explore real estate-specific apps for property searches, market analysis, and transaction management to streamline your workflow and enhance client experience. And please, when it rings, pick it up.

AVOID THE OFFICE WATER COOLER FOR ADVICE

While networking with colleagues is valuable, relying solely on office gossip or informal discussions for professional advice can be detrimental. Seek guidance from experienced mentors, attend industry conferences, and participate in professional development programs to gain valuable insights and avoid misinformation. Embrace a proactive approach to learning and stay focused on honing your skills and knowledge to excel in your real estate career. Congratulations on embarking on a rewarding journey as a Realtor®! By mastering these various skills, you’re well-equipped to thrive in this current real estate landscape. Embrace these skills, adapt to industry changes, and deliver exceptional service to clients to achieve lasting success in your career. •

Empowering Realtors ®: NAR & Florida

REALTORS ® FREE Offerings

By: Denise Ricciotti, RASM Professional Development Manager

Te National Association of REALTORS® and Florida REALTORS® are providing their members with complimentary virtual training opportunities from now until the end of 2024. These webinars are aimed at enhancing skills in the ever-evolving real estate industry.

ACCREDITED BUYER REPRESENTATIVE (ABR)

NAR’s Accredited Buyer Representative (ABR) designation course dives into essential aspects such as creating buyer representation agreements and conducting successful buyer consultations. These live webinars, available until the year’s end, equip agents with the knowledge to effectively communicate their value to buyers and navigate the intricacies of transactions. For a list of monthly class offerings click here

FLORIDA REALTORS® CONTINUING EDUCATION (CE)

Florida REALTORS® is offering Continuing Education (CE) webinars on Understanding Buyer Broker’s Agreements. These sessions dive into the importance of buyer loyalty, the significance of exclusive representation, and the types of agency relationships authorized by exclusive buyer-broker agreements. With the real estate landscape being reshaped by MLS changes and increased access to online information, these courses are important for agents striving to maintain client trust and succeed in their transactions. For a list of monthly class offerings click here.

STAYING INFORMED

In a market where the role of real estate agents is being redefined, these training opportunities provide Realtors® with the tools and knowledge needed to navigate challenges confidently. By staying informed, Realtors® can better serve their clients and thrive in today’s competitive real estate market.

REALTORS® NEWLY DESIGNATED & CERTIFIED

Accredited Buyer’s Representative (ABR®)

ƒ Jason Baker, RE/MAX Platinum Realty

ƒ Patricia Baker, RE/MAX Alliance Group

ƒ Mauri Cheryl Blefeld, Dalton Wade Inc.

ƒ Julianna Burns, Berkshire Hathaway HomeService

ƒ Bernadette Caswell, Michael Saunders & Company

ƒ Thomas G. Chipain, Coldwell Banker Realty

ƒ Jamie Hegemier, Leslie Wells Realty, Inc.

ƒ Randee Linn Long, Michael Saunders & Company

ƒ Craig Harvey Parks McCoy, Keller Williams On The Water Sarasota

ƒ Kathleen Niedospial, Albert Wooster & Company

ƒ Catherine Ann Palmer, Michael Saunders & Company

ƒ Kathryn Plosica, Coldwell Banker Realty

ƒ Stephen David Smith, Emerald Realty Brokerage

ƒ Joseph Suarez, Better Homes & Gardens Real Estate

ƒ Thomas Ward, Waterside Realty LLC

C2EX

ƒ Ronan Jeffrey Bray, LPT Realty

ƒ Brandon Gay, Realtor® Assoc Sarasota Manatee

ƒ Veronica Young, Irongate Realty Inc.

Certified Wealth Strategist (CWS)

ƒ Denise Coryell, Island Real Estate-Anna Maria

ƒ Michelle Kiernan, Michael Saunders & Company

ƒ Krystina Jones Londeree, Preferred Shore

Military Relocation Professional (MRP)

ƒ Grace Mary MGuastella, Real Broker, LLC

Pricing Strategy Advisor

ƒ James Ahearn, NextHome Excellence

Resort & Second Home Property Specialist

ƒ Jamie Pearl Deleon, KW Suncoast

ƒ Ashley Goldstein, Coldwell Banker Realty

ƒ Raymond Rausa, Michael Saunders & Company

Seniors Real Estate Specialist® (SRES®)

ƒ Patricia Baker, RE/MAX Alliance Group •

JUNE & JULY 2024 CALENDAR OF EVENTS

TUESDAY, JUNE 4

8:00 a.m. GRI 301 (Day 1 of 2) tSouth

WEDNESDAY, JUNE 5

8:00 a.m. GRI 301 (Day 2 of 2) tSouth

FRIDAY, JUNE 7

9:00 a.m. CREA Marketplace tSouth

9:30 a.m. Stay Safe in the Tech Centered World Online

MONDAY, JUNE 10

8:30 a.m. Analyzing Commercial Investment Properties NNorth 1:30 p.m. Newly Licensed, Now What? NNorth

TUESDAY, JUNE 11

8:30 a.m. Certified Waterfront Specialist (CWS) tSouth

THURSDAY, JUNE 13

9:00 a.m. Intro to Contracts NNorth

1:30 p.m. New Member Orientation NNorth

FRIDAY, JUNE 14

8:30 a.m. CREA Marketplace tSouth

11:30 a.m. Lunch and Learn: Social Media Lead Generation tSouth

TUESDAY, JUNE 18

9:00 a.m. Understanding Buyer Broker Agreements Online

11:30 a.m. Commercial Group Round Robin tSouth

THURSDAY, JUNE 20

4:00 p.m. CREA Summer Social Clive Daniel Home

FRIDAY, JUNE 21

8:30 a.m. CREA Marketplace tSouth

TUESDAY, JUNE 25

8:00 a.m. GRI 302 (Day 1 of 2) tSouth

WEDNESDAY, JUNE 26

8:00 a.m. GRI 302 (Day 2 of 2) tSouth

THURSDAY, JUNE 28

8:30 a.m. CREA Marketplace tSouth

FRIDAY, JULY 5

8:30 a.m. CREA Marketplace tSouth

WEDNESDAY, JULY 10

9:00 a.m. New Member Orientation tSouth 1:30 p.m. Intro to Contracts tSouth

THURSDAY, JULY 11

9:00 a.m. YPN Trolley Tour: Downtown SRQ Condos tSouth

1:00 p.m. Communication Skills for Realtors® Online

FRIDAY, JULY 12

8:30 a.m. CREA Marketplace tSouth

TUESDAY, JULY 16

2:30 p.m. Global Spotlight: Mexico tSouth & Online

WEDNESDAY, JULY 17

8:30 a.m. Accredited Buyer’s Representative (Day 1 of 2) tSouth

THURSDAY, JULY 18

8:30 a.m. Accredited Buyer’s Representative (Day 2 of 2) tSouth

FRIDAY, JULY 19

8:30 a.m. CREA Marketplace tSouth

TUESDAY, JULY 23

9:00 a.m. Business Partner Orientation tSouth

9:30 a.m. Commercial Contracts NNorth

1:00 p.m. Investment Strategies in Real Estate NNorth

WEDNESDAY, JULY 24

1:30 p.m. Economic Panel tSouth

FRIDAY, JULY 26

8:30 a.m. CREA Marketplace tSouth

TUESDAY, JULY 30

8:00 a.m. GRI 101 (Day 1 of 2) tSouth

WEDNESDAY, JULY 31

8:00 a.m. GRI 101 (Day 2 of 2) tSouth

FRIDAY, AUGUST 2

8:30 a.m. CREA Marketplace tSouth

CALENDAR KEY:

South 2320 Cattlemen Road, Sarasota, FL 34232

North 2901 Manatee Ave W, Bradenton, FL 34205

Hybrid Class offered online or at specified location. Online Class is only offered through webinar. Other Class or event is offered off site.

Registration is requested. See event calendar at: myrasm.com/calendar

UPCOMING CLASSES

UPCOMING CLASSES

Learn more at myrasm.com/calendar to register.

GRI 301

Tues., June 4 - Wed., June 5 8:00 a.m. - 5:30 p.m. [ South ]

In GRI 301, students will gain an introduction to property management and the forms of common ownership, along with the function of the appraisal, the steps in the process, and appraisal principles. Members $60. 8 CE HRS.

STAY SAFE IN A TECH CENTERED WORLD

Friday, June 7 9:30 a.m. - 12:30 p.m. [ Online ]

In this course, you will learn practical strategies and skills for safeguarding you and your customer’s information against potential hackers. Members $10. 3 CE HRS.

ANALYZING COMMERCIAL INVESTMENT PROPERTIES

Monday, June 10 9:00 a.m. - 12:00 p.m. [ North ]

Many of the techniques taught in this course are applicable to your own desire to hedge against inflation, have positive cash flow, and build your personal estate for future generations. Members $15. 3 CE HRS.

NEWLY LICENSED, NOW WHAT?

Monday, June 10 1:30 - 4:30 p.m. [ North ]

If you’re a newly licensed agent, this course will help you answer the “What’s Next?” questions, including corporation entities and business plans, financing, home construction, and much more. Members $15. 3 CE HRS.

RASM CERTIFIED WATERFRONT SPECIALIST (CWS)

Tuesday, June 11 8:30 a.m. - 5:00 p.m. [ South ]

This course will cover many of the considerations when it comes to buying and selling waterfront property, including the advantages, legalities, pitfalls, and more. Members Free.

INTRO TO CONTRACTS

Thursday, June 13 9:00 a.m. - 12:00 p.m. [ North ]

Learn the basic elements of a real estate contract, including riders and addendum. Members Free.

LUNCH AND LEARN: SOCIAL MEDIA LEAD GENERATION

Friday, June 14 11:30 a.m. - 1:00 p.m. [ South ]

Join YPN for a Lunch and Learn with Montana Thigpen, who will discuss 12 social media lead generation ideas to try in your next campaign. Don’t miss this exclusive presentation! YPN Members $10. Non-YPN Members $15.

UNDERSTANDING BUYER BROKER AGREEMENTS

Tuesday, June 18 9:00 a.m. – 12:00 p.m. [ Online ]

After taking this class, students will be able to explain the importance of working exclusively with a buyer, understand how written agreements protect both the customer and the brokerage, clarify to a buyer the important of the agreement, and much more. Members Free. 3 CE HRS.

COMMERCIAL SPECIALTY GROUPS – ROUND ROBIN

Tuesday, June 18 11:30 a.m. - 1:00 p.m. [ South ]

Attendees will get to know the different groups operating in the commercial space and will have a chance to meet and network with subject matter experts. CREA Members FREE. Non-CREA Members $5.

GRI 302

Tues., June 25 - Wed., June 26 8:00 a.m. - 5:30 p.m. [ South ]

GRI 302 will discuss international real estate, brokerage management, and introduction to single-family residential construction and more. Members $60. 8 CE HRS.

UPCOMING CLASSES

MLS REQUIRED CLASSES

In-person MLS classes take place in the beginning of the month at RASM South and RASM North. Live webinars are available for required and elective classes. If you prefer to complete your required education by taking a self-paced online class, please visit learn. stellarmls.com

MLS BASIC

Monday, June 3 10:00 a.m. – noon [ North ]

Wednesday, June 5 10:00 a.m. – noon [ South ]

This required class teaches every new Stellar MLS subscriber the basics of how to use the Matrix MLS System to power their real estate business. Topics include navigating the system, setting up a property search, direct and auto emails, managing contacts, and personalizing the Matrix system.

MLS COMPLIANCE 101

Monday, June 3 1:00 p.m. – 2:15 p.m. [ North ]

Wednesday, June 5 1:00 p.m. – 2:15 p.m. [ South ]

A key purpose of the MLS is to provide real estate brokerages a mechanism to compensate each other for bringing buyers to each other’s listings. In order for this to work, it is critical that we share accurate data, and enter listings in a way to maintain the cooperative nature of the MLS. This required class for new subscribers reviews the MLS comprehensive Rules & Regulations to ensure that all users have access to the best data possible.

MLS ADDING & EDITING LISTINGS

Monday, June 3 2:30 p.m. – 3:45 p.m. [ North ]

Wednesday, June 5 2:30 p.m. – 3:45 p.m. [ South ]

This class is mandatory for agents who will be adding and modifying listings in the MLS. We walk through the process of gathering listing data, entering listings into the MLS, adding photos and attachments, and modifying

RASM

MEMBERS NOW WITH

RASM Membership Update

By: Jessica Montague, Member Services Director

Rory Thomas Jaret, Realty One Group Skyline

Samantha Josephine Jennen, Preferred Shore

Kerri Acosta Swires, Exit King Realty

Tanya Renee Agle, Keller Williams On The Water S

John Alexander, Fine Properties

Graciela A. Arco, EXP Realty, LLC

Elizabeth Augustine Fifer, HomeSmart

Renee Barnes, The Real Estate Store

Christopher Bauman, Harry Robbins Assoc Inc

Laura A. Benson, Compass Florida LLC

Kara Berger, Compass Florida, LLC.

Jeremy David Blanchette, Coastal Real Estate Florida LLC

Susan Mary Brooks, Bright Realty

Susan A. Brown, Premier Properties of SRQ LLC

Sh’terrian Bryant, Robert Slack LLC

Cassie Callaway, EXP Realty, LLC

Leslie Capozzi, Coldwell Banker Realty

Gem Marie Casanova Pescinski, Sarasota Trust Realty Company

Donna Marie Channey, Wagner Realty

Danielle Marie Cook, LPT Realty

Jeffery Jason Cook, Skyway Realty of Florida, Inc

Magaly E. Criollo, EXP Realty, LLC

Aysegul Demir, Broker & Baker International Realty

Liliana Carina DEspinosa, Serhant.

Jacqueline De Las Mercedes Diaz, KW Suncoast

Patrick DiPinto, Coldwell Banker Realty

Jenna Drury, Compass Florida LLC

Rina C. Du Toit, Fine Properties

Susan L. Dworsky PA, Engel & Voelkers Venice Downtown

Chad Ellis, Century 21 Beggins Enterprises

Kaia Emerald, Robert Slack LLC

Joandry Ferras Perez, Keller Williams On The Water Sarasota

Duane M. Finney, Alliance Group Limited

Melissa Francis, Medway Realty

Holly Fullerton, Keller Williams On The Water Sarasota

Kate Germinal, Keller Williams Realty Select

Rhonda Greshowak, Real Broker, LLC

Sherrie Guevara, Align Right Realty SRQ Opulence

Thomas Gumpel, Broker & Baker International Realty

Alex Hanely, Keller Williams Realty Select

Eric Hanely, Keller Williams Realty Select

Tolmond Harrison, Exit King Realty

Wendy Huffman, Keller Williams Realty Select

Leonard D. Hughes, Trend Realty

Laura P. Jaret, Realty One Group Skyline

Clinton Kasten, White Sands Realty Group FL

Meghan Keever, Fine Properties

Jessica Sara Kenton,Keller Williams Realty Select

William J. Keogh, Coldwell Banker Sunstar Realty

Dewane E. Klooster, Wagner Realty

Shirley Ann Star Kuhn, Dalton Wade Inc

Yohalis Lares Guzman, WRA Business & Real Estate

Mary J. Lobrutto, Epique Realty Inc

Ilva Lopez de Belloso, EXP Realty, LLC

Valbona Lunsford, Fine Properties

Melissa Mariano, EXP Realty, LLC

Sandra T. Maslen, Premier Properties of SRQ LLC

Gina Mazzoni, Coldwell Banker Realty

Wendy Medina, Michael Saunders & Company

Brian Meskil, Samson Companies, LLC

Michael L. Mitchell, Mitchell Real Estate

Donna S. Murphy, Fine Properties

Thomas C. Murphy, Skyway Realty of Florida, Inc

Andrea Needham, BeachSalesMobi LLC

Mary Beth Newell, Oakstrand Realty

James Parshay, EXP Realty, LLC

Roy A. Pavacich, Fine Properties

Humberto Perez, EXP Realty, LLC

Andrew Grant Peterson, Fine Properties

Jose Maria Ramirez Hernandez, Fidata Real Estate LLC

Karen Selena Reina Castaneda, Coldwell Banker Realty

Justin Roberge, Real Broker, LLC

Christina Marie Russell, RE/MAX Platinum Realty

Melinda Sanchez PLLC, Coldwell Banker Realty

Rebecca Jean Schlack, EXP Realty, LLC

Lucretia Schmidt, Crysti & Associates Realty, LLC

Caroline V. Schusterick, Keller Williams Realty Select

Ryan Avery Sherman, Coldwell Banker Realty

Gigi Silverberg, Douglas Elliman

Sandra J. Skoumal, EXP Realty, LLC

Larissa Aparecida Smith, Top Florida Homes

Marion Stace, KW Suncoast

David L. Stasney, Coldwell Banker Realty

Katherine L. Taylor, Coldwell Banker Realty

Jessica VanBuskirk, Premier Properties of SRQ LLC

Luis Ruben Viera, KW Suncoast

Lielei Wahlmann, EXP Realty, LLC

Primmel Jackson Wallace, Dalton Wade Inc

Seth Westerberg, EXP Realty, LLC

Sunny Westerberg, EXP Realty, LLC

Chester Zoltak, Coldwell Banker Realty •

NEW DESIGNATED REALTORS®

Melissa Ivan Armstrong, Starlight Real Estate Service LLC

Michelle M. Craft, Naples Homes and Rentals Inc.

Francisco Xavier De Urquidi, ViaTerra

Robert R. Deichman, RE/MAX Premier Realty

Aysegul Demir, Broker & Baker International Realty

Timothy H. Edwards, Timothy Edwards, Licensed Appraiser

William Ferguson, Bill Ferguson Appraisals

John Harding Gettle III, John Harding Realty

Deborah Lynne Gorham, Samson Companies, LLC

Nancy Gretz, HB Realty Group Inc.

Lily Chen Kokoefer, Chinagy Sourcing, Inc.

Stephen J. Langham, Behlor Realty, Inc.

Valerie F. Lounsbury, Lounsbury, Valerie

Samie Lynne Mannina, Samie L Mannina LLC

Michael L. Mitchell, Mitchell Real Estate

Andy Molina, Ace Realty & Associates, LLC

Edward M. Moore, Live South Florida Realty, Inc.

Khalil Rabah, Tru Life Realty

James Alan Roadman, Reel Coastal Properties, LLC

Ashley Fawn Sanders, Zhuzh SRQ

Benjamin Jeremy Schwab, KeyRenter Sarasota Property

Management

William Dylan Seidle, WILM Property Group LLC

Agnieszka D. Trzcinska, Realtogy Co.

NEW REALTORS®

Gabrielle Abi Samra, Coldwell Banker Realty

Yirandi Abreu Ramirez, LPT Realty

James Ahearn, NextHome Excellence

Maria Andonovsky, LPT Realty

Gerard D. Ardila, Fine Properties

Sadaf Michelle Arsalai, Coldwell Banker Realty

Maria Babaev, Douglas Elliman

Daniel Fitzgerald Baker, Wave Point Real Estate Partners

Martha Lucia Baron, Keller Williams On The Water S

Lisa Blume, Keller Williams Realty Select

Grace Helene Bradshaw, Michael Saunders & Company

Airlia Britt, NextHome Excellence

Barry Brodsky, Keller Williams On The Water S

Emma Grace Brown, Mike Norman Realty Inc.

Toni E. Burch, KW Suncoast

Lorin Cabrera, Coldwell Banker Realty

Michael Calogero, MBN Realty Professionals

Michael Campos, Signature Premier Properties LLC

Taber James Chadwick IV, Greco Real Estate

Rebecca Ann Chase, Keller Williams Island Life Re

Kimberly Collins, Compass Florida LLC

Kelly A. Corda, Realty One Group Sunshine

Melanie Jean Cornish, LPT Realty

Rebekah Ann Cox Quinones, Keller Williams On The Water

Matthew Darak, Reel Coastal Properties, LLC

Tangela Ashley Dawes, Keller Williams On The Water

Andrew Steven Decker, Bright Realty

Crystal Eidson, Preferred Shore

Lauren Enyeart, Fathom Realty FL, LLC

Geri Evans, Keller Williams On The Water S

Bailey Evergin, Exit King Realty

Tina A. Faleshock, Real Broker, LLC

Brandi Jo Fano, Premier Sothebys Intl Realty

Rhonda Fleming-Hill, RE/MAX Alliance Group

John M. Forberger, Douglas Elliman

Gerardo Fuentes, Fidata Real Estate LLC

Richard A. Ganim III, EXP Realty, LLC

Eric Thomas Gard,William Raveis Real Estate

Bryan Giardina, SRQ Condo Queen

Pam Glazer, Fine Properties

Nayrin Gonzalez, EXP Realty, LLC

Barbra Jeanette Gray, AUM Florida Real Estate LLC

Molly Hall, Dalton Wade Inc.

Christine Hamilton, Coldwell Banker Realty

Carolyn Heim, EXP Realty, LLC

Joseph Hoolihan, Keller Williams Classic Group

Wayne F. Houk, U-Home Realty LLC

Amber Menendez Isaac, Salty Mermaid Real Estate LLC

Benjamin C. Jones, Exit King Realty

Ken Jose, Florida Homes Realty & Mortgage

Mark Kilpatrick, LPT Realty

Tracie Volder Kimiayi, Coldwell Banker Realty

Rebekah Ruth Lester, Dalton Wade Inc.

Ryan Lieberman, Preferred Shore

Robby Ali Lott, Florida Dreams Realty of AMI

Kamilla Lovelle, Keller Williams Classic Group

Yi-Jung Lu, Home Realty & Management LLC

Daniel Joseph Lussier, Keller Williams On The Water S

Russell MacDonald, Michael Saunders & Company

Keenan Manney-Singleton, Keller Williams On The Water

Bridget Matthes, Coldwell Banker Realty

Virginia Meloro, Preferred Shore

Manuel Mendez, Worth Clark Realty

Mark Miller, Keller Williams Classic Group

Matthew H. Minnick, Coldwell Banker Sarasota Cent.

Jonathan Aleksandr Morar, TownCenter Realty

Minka Muka, EXP Realty, LLC

William Muller, Keller Williams Realty Select

Heather Nicole Myrick, Exit King Realty

Emily Nelson, Keller Williams On The Water S

Laloni Nicholette Nelson, Preferred Shore

Daniel Nolan, Suncoast Homes Realty

Luis Odon, Keller Williams Realty Select

John Donald Osgood, Florida Internet Realty LLC

Joanne M. Paradis, Leslie Wells Realty, Inc.

James Parshay, EXP Realty, LLC

Amanda Pearce-Martinez, Exit King Realty

Penny D. Pelletier, Century 21 Integra

Jacqueline Nichole Planchard, Veterans Realty Inc.

Melissa Lynn Porter, North Manatee Realty I LLC

Jeffery Michael Prainito, Robert Slack LLC

Charles Prock, Compass Florida LLC

Prabhu Ramkumar, Keller Williams Realty Select

Terra Marie Riggio, Exit King Realty

Brian Riggs, KW Suncoast

Julie Riggs, KW Suncoast

Kelly Kaye Rocco, EXP Realty, LLC

Hannah Roemer, Living Vogue LLC

Patricia Lizeth Rogel, Preferred Shore

Mike Sansenbach, Coldwell Banker Realty

Carolyn Scalise, Michael Saunders & Company

Barbara Schluraff, CENTURY 21 Ocean

Daniel Luca Schuetz, Oakstrand Realty

Sherrisa Scott, Align Right Realty SRQ Opulence

Belkis Serrata, Jones & Co Realty

Kimberly Shaw, Coldwell Banker Realty

Daniel Shepard, Miranda R E Group Naples FL

Joshua Shrock, Heritage Home Realty LLC

Constance R. Siedlecky, Century 21 Integra

Tanoka C. Sims, Align Right Realty SRQ Opulence

Rose Smith, Keller Williams Realty Select

Constanza Maria Sokorai, Engel & Voelkers Venice Downtown

Georgia Sotiriou, Weichert Realtors® Hallmark Properties

Justin Spiller, Keller Williams On The Water S

Paul Denys Stern, Sarasota Brokers LLC

Leslie W. Stumpff, Oceans Global Realty, LLC

Mariel Terone, Keller Williams Classic Group

Sinan Turkomer, Preferred Shore

Zachary J. Turner, Fathom Realty FL, LLC

Britnee Ruth Valles, Keller Williams On The Water S

Grace Anna Varma, KW Suncoast

Diane M. Wacha, LPT Realty

Eric Walberg, La Maison Realty Inc.

Douglas Winters, Douglas Elliman

Inna Zadniprovskiy, Keller Williams Realty Select

NEW BUSINESS PARTNERS

BAYFIRST FINANCIAL COMMERCIAL

2033 Main Street, Suite 101 / Sarasota, Florida 34237

Representative: Samantha Hill

Email: samantha.hill@bayfirstfinancial.com

Since opening in 1999, BayFirst has been focused on becoming the premier bank Tampa Bay. Since then, we’ve grown our small, independent bank into a top nationwide SBA lender and one of the leading community banks in the region.

BIRD REAL ESTATE PHOTOS & MEDIA

355 Bobby Jones Rd. / Sarasota, Florida 34232

Representative: Tomas Caballero

Email: Sales@bird-solutions.com

We offer the convenience of instant bookings paired with a rapid 24-hour turnaround. There’s no need for upfront payments or deposits; our payment structure is based on a per-download model. Submit your booking form by selecting the required services to kickstart the process.

BLUE OCEAN LENDING LLC

66 W Flagler St Ste 900 / Miami, Florida 33130

Representative: Anthony Letto

Email: Aletto@Blueoceanmtg.com

Transform your mortgage experience with Blue Ocean’s custom value-based service. Our partnership with national lenders grants us access to a diverse range of top-tier loan options, enabling us to deliver tailored solutions that meet your specific needs, swiftly.

DOUBLE HAUL PHOTOGRAPHY

2700 Nassau St / Sarasota, Florida 34231

Representative: Ryan Kellemen

Email: ryan@doublehaulphotography.com

With an interest in technology and art, photography soon became a passion for myself. I began by shooting photos in our family’s photography business when I was 15 years old, but soon developed my own personal style. Deciding on a career in photography in 2017 was an easy choice, and I haven’t looked back since.

FINCH ROOF CONSULTING

4715 Lena Road, Suite 101 / Bradenton, Florida 34211

Representative: Chrissy Schweit

Email: chrissy@finchroofconsulting.com

Finch Roof Consulting is a licensed and insured residential and commercial roofing contractor serving home, and building owners throughout the Suncoast. The company’s founder, Randy Finch, has been providing top-quality roofing services since early 2000.

FIRST INTERNATIONAL TITLE - SARASOTA

2300 Bee Ridge Rd, Suite 305 / Sarasota, Florida 34239

Representative: Kimberly Lindberg

Email: kimberly.lindberg@firstintitle.com

A full-service title insurance company offering title and closing services to real estate professionals, buyers and sellers throughout the state of Florida.

HD MEDIA HOUSE

404 Monza Ave. / North Port, Florida 34287

Representative: Edvard Yelfimov

Email: info@hdmediahouse.com

We’re a full service media company here to help you elevate your brand. We offer professional photography, videography, drone, 3D Virtual Tours, etc.

MYLOANGUYSKIP.COM LLC

26 S Chestnut St. / Jefferson, Ohio 44047

Representative: Mark Weber

Email: skip@MyLoanGuySkip.com

Your Mortgage Made Easy. Get Your easy, hassle-free digital mortgage here. Welcome to the official site of MyLoanGuySkip.com. We are a full-service mortgage company. We specialize in First Time Home Buyer and Investment Property Loans.

NATALIE G. COLDIRON, PLLC

2033 Main Street, Suite 500 / Sarasota, Florida 34237

Representative: Natalie Coldiron

Email: natalie@ncoldironlaw.com

We are here to help you with all your legal needs.

NAVY FEDERAL CREDIT UNION

4538 S Dale Mabry Hwy. / Tampa, Florida 33611

Representative: Christine DeLoach

Email: christine_deloach@navyfederal.org

Navy Federal Credit Union was founded during the Great Depression by 7 Navy Department employees who wanted to help themselves and their co-workers reach their financial goals. They envisioned a credit union that would offer loans with affordable rates and manageable terms.

SERVPRO OF BRADENTON

4301 32nd St W, C-16 / Bradenton, Florida 34205

Representative: Jordan Sebastiano

Email: larry@servprobradenton.com

SERVPRO of West Bradenton/Anna Maria specializes in the cleanup and restoration of residential and commercial property after a fire, smoke, water damage and is also licensed in the state of Florida to mitigate mold and mildew from your home or business. The state of Florida requires any and all mold remediation to be performed by a licensed contractor.

STORAGE SOLUTIONS SARASOTA

1312 N Lime Ave. / Sarasota, Florida 34232

Representative: Jerry Holston

Email: christine_deloach@navyfederal.org

Providing storage solutions, custom closets, and cabinets. •

2024 ANNUAL SPONSORS PLATINUM

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We are an innovative and relevant association that elevates the standards of professional excellence, and are critical to our members’ success, while providing value to our community.

2 counties 20 employees 15 directors

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affiliates 9,000+ realtor® members

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Single-Family Homes

Sarasota County

Single-Family Homes

Manatee County

Monthly Distressed Market - April 2024

Townhouses and Condos

Sarasota County

Monthly Distressed Market - April 2024

Townhouses and Condos

Manatee County