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Residential Real Estate Review

  • Tue, November 07, 2017
  • 9:30 AM - 12:00 PM
  • Northeastern University, Room #440 in the Curry Student Center, 360 Huntington Ave, Boston, MA 02115
  • 8


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Residential Real Estate Review 

Tuesday, November 7

9:30 AM – 10:00 AM Coffee and Networking

10:00 AM – 12:00 PM Program


Northeastern University

Room #440

Curry Student Center

360 Huntington Avenue

Boston, MA 02115


Real estate is one of the easiest assets for researchers to identify on their prospects. After all, we typically know a prospect’s home address and how much easier could it be than to simply stick that address into a real estate valuation website? Unfortunately, unlike that famous office supply store motto: “that was easy,” there is no “easy” button when it comes to truly understanding what a prospect’s property may mean as it relates to their potential capacity.

Focusing on residential real estate in the United States, this interactive session will provide a brief history of the mortgage industry and its impact on real estate values, define the different types of “values” you might encounter when researching a prospect’s property and explore some of the regional and situational nuances that you may want to consider.

While there may be no “easy” button, having a better understanding of – and appreciation for – the real estate information you encounter on a day-to-day basis, will arm you with the tools needed to better analyze how you decide to attribute real estate holdings to a prospect’s overall wealth and capacity.


Melissa Bank Stepno is Director of Client Services for Target Analytics, a division of Blackbaud, Inc. and has been consulting with non-profit organizations for 12+ years. Her areas of interest include the impact high net worth philanthropy on major giving, using analytics to effectively segment and prioritize within fundraising programs, and working with organizations to assure successful research and prospect management operations. Prior to becoming a consultant, she was a Senior Development Researcher at Boston University and also worked at Boston Ballet. Melissa sits on the Board of Directors for Apra and is an instructor for the Rice University Center for Philanthropy and Nonprofit Leadership. Previously, she has served on the boards of NEDRA, AFP’s Northern New England Chapter and Brandeis University’s Alumni Association. She received her BA from Brandeis University and masters’ degrees in Arts Administration and Higher Education Administration from Boston University.


$85 Members

$125 Non-Members


Campus Map (see #50 - Curry Student Center):


From the North (via Route I-93 or Route 1):

Take the Storrow Drive exit, and proceed to the Fenway exit. Follow signs for Boylston Street inbound, and bear right onto Westland Avenue. Turn right onto Massachusetts Avenue, proceed to the third traffic light, and turn right onto Columbus Avenue. The Renaissance Parking Garage is at 835 Columbus Avenue.

From the West (via Route I-90, Massachusetts Turnpike):

Take Exit 22 (Copley Square), and bear right. Proceed to the first traffic light, and turn right onto Dartmouth Street. Take the next right onto Columbus Avenue. The Renaissance Parking Garage is at 835 Columbus Avenue.

From the West (via Route 9):

Proceed east on Route 9; it will become Huntington Avenue. Turn right onto Ruggles Street. At the fourth traffic light, turn left onto Tremont Street. At the second set of lights, turn left onto Melnea Cass Boulevard, and then turn left onto Columbus Avenue. The Renaissance Parking Garage is at 835 Columbus Avenue.

From the South (via I-93, Route 3):

Take Exit 18 (Massachusetts Avenue/Roxbury/Frontage Road). Turn left at the third light, staying in one of the two left lanes. Proceed straight onto Melnea Cass Boulevard. Continue for approximately two miles and turn left onto Columbus Avenue. The Renaissance Parking Garage is at 835 Columbus Avenue.


Renaissance Parking Garage, 835 Columbus Avenue, Boston, MA 02120

Via Public Transportation:

Northeastern is accessible by subway via the Green Line of the MBTA. From downtown Boston, take an “E” train outbound to the Northeastern stop, the first stop above ground. The campus can also be reached from downtown via the Orange Line by taking any train going outbound to Forest Hills and getting off at Ruggles Station. Commuter rail lines connect with the Orange Line at Ruggles Station, Back Bay Station, and North Station.


465 Waverly Oaks Road, Suite 421
Waltham, MA 02452

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