Seniors Real Estate Specialist
Baby Boomers represent the largest and wealthiest group of buyers and sellers in the country. Do you know how to address their needs?
The Seniors Real Estate Specialist (SRES) designation is for REALTORS® who want to be able to meet the special needs of maturing Americans when selling, buying, relocating, or refinancing residential or investment properties. By earning the SRES designation, you can be prepared to approach mature clients with the best options and information for them to make life-changing decisions.
Upcoming virtual course
Seniors Real Estate Specialist Designation Course
September 13-14, 2023 I 8:30 a.m. – 4:30 p.m. each day I Virtual Livestream
The SRES two-day core course arms you with the key skills in counseling adults ages 50+ through selling their family home, buying rental property, moving to a senior community and more. Course topics include characteristics of the 50+ market, developing
trends of the boomer generation, how other generations emerge to play a vital role toward the new real estate market of tomorrow, and much more.
Register now
Course topics
You'll learn about these topics and many more in this course:
- The 50+ market: Aging myths and realities, working with baby boomers and interviewing elders.
- 21st century retirement: The home serving as an asset vs. anchor, retirement locations and the changing concept of retirement.
- Aging in place: Adapting a home for aging in place, converting a second home and universal design standards.
- Independent living: The housing cycle, Housing for Older Persons (HOPA) and various types of independent housing.
- Housing options for assistance: Downsizing, continuing care retirement communities, skilled nursing facilities and more.
- Financing: Reverse mortgage benefits and alternatives, home equity conversion mortgages and installment sales.
- Tax matters: Declaring a domicile, capital gains tax on the sale of a converted second home, tax-deferred 1031 exchanges and more.
- Legal matters: Risk management issues, the death of a client, life estates and trusts, and more.
- Marketing and outreach: Value proposition, marketing to the 50+ market on the web and lawful target marketing.
- Working with buyers and sellers: Viewing and showing properties, schemes and scams, elder abuse and neglect, and more.
- Building a team and resource bank: Vetting team members, the SRES team and finding an elder law attorney.
Course details
- Date and time: September 13-14, 2023, 8:30 a.m. – 4:30 p.m. both days
- Location: Virtual course via Zoom. Students are required to be on camera for this course.
- Instructor: Bonnie Dixon
- Credits: Qualifies for 12 hours of GRI elective course credit and ABR elective course credit. Approved for six hours of 2023-24 CE elective credit.
Course fees
- Through August 29: $265
- After August 29: $285
- Day of course: $325
More SRES information