Inside this Issue – Winter 2017
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Welcome to the winter 2017 issue of the S.E.C. Observer. In this issue, Nick J. Esterline, S.E.C., the 2017 president of the Society, shares his “B-3 Initiative” to help you succeed.

Vicki Yeomans, S.E.C., explains why counseling should be part of the due diligence process.  Steve Eustis, S.E.C., CCIM, conveys the “creativity, patience, and persistence” that he and Jeff Drinkard, S.E.C., demonstrated in order to complete a long and difficult development.

Bob Steele, S.E.C., provides helpful strategies for “counseling and control” and he illustrates why “flexibility is a benefit to the exchangor.” The S.E.C. Education Foundation’s 2017 president, Paul M. Winger, S.E.C., reports on recent and upcoming courses.

The “Society News Briefs” section includes information about our upcoming meetings in Tulsa, Oklahoma, and Reno, Nevada, as well as information about our upcoming courses, Ultimate Syndication Workshop to be presented by Gene Trowbridge, Esq., CCIM, in March, and Cutting Edge Strategies – Tax, Asset Protection & Trust/Estate Planning, to be presented by Peter Karl III, Esq., in May.

Our “In the Spotlight” section features Charles S. Steffel, and you will learn how his life experiences led him to a career in real estate.  Cliff Weaver explains what to do if “you only have one listing,” and Jim Misko shares his method of “how to get cash fees in exchanging” in the History Files.

Enjoy this issue. As always, we welcome your comments, suggestions, and submissions of articles to be considered for publication. Please contact the S.E.C. office via e-mail at sec@secounselors.com.

Jackie Hellingson
Editor, S.E.C. Observer

S.E.C. President’s Message

President’s Message – The B-3 Initiative
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With 2017 well underway, and in a hurry, no doubt, we have probably all forgotten about those quiet moments we spent over the holidays, pen and paper in hand, making notes, daydreaming, and thinking about all the things we were going to do in the coming year to improve ourselves both personally and professionally, and […]

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Feature Articles

Counseling as Part of the Due Diligence Process
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This is an excerpt from 5 Things That Should Be on Your Due Diligence Check List, a course taught by John Brennan, an S.E.C. member and past president, and Vicki Yeomans, an S.E.C. member. During the due diligence period we rush to check certificates of occupancy, surveys, utility availability, and myriad items that appear on […]

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Society Columns

Creativity, Patience, and Persistence
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Editor’s Note: Steve Eustis and Jeff Drinkard were the recipients of the 2016 Clifford P. Weaver Award given by the Society to recognize the most creative transaction of the year.  The narrative below was provided by Steve Eustis when he submitted his application for the award.  The editor assigned the title of the article. In […]

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In the Spotlight

Charles S. Steffel
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Biography Charles S. (Steve) Steffel, S.E.C. Steve Steffel was born in 1943 in Defiance, Ohio, a small town in northwest Ohio. His parents lived in a smaller rural village of 75 homes near Defiance called Brunersburg, where he grew up among farmers and factory workers.  His playground was the nearby river, where he kept his […]

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The S.E.C. History Files

If I Only Had One Listing
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Editor’s Note:  This article first appeared in the October 1975 issue of the Real Estate News Observer. I would make sure it was a win­ner: If I had only one listing, I certainly would not have any ex­cuse for not having all the home­work, research and data pertain­ing to the listing and the area where […]

:: read this article Getting Cash Fees in Exchanging
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Editor’s Note: This article first appeared in the May 1972 issue of the Real Estate News Observer. Cash is not a forgotten word in exchanging. It is not a bad or dirty word. Like many courses of events, exchanging sort of took root in Oregon about 1960 – and while slow to grow and prosper, […]

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S.E.C. Education Foundation

S.E.C. Education Foundation News
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S.E.C. Education Foundation News Paul M. Winger, S.E.C. 2017 S.E.C. Education Foundation President I am very excited and look forward to being the president of SEC Education Foundation for 2017! The Society of Exchange Counselors has scheduled the following education programs over the next several months and I hope you can attend and participate as […]

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Formulas and Strategies

Counseling and Control
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Counseling leads automatically to control or disassociation with the opportunity to associate at some later date.

:: read this article Being Flexible Benefits an Exchangor
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Your chances for success as an exchangor increase with flexibility!

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Society News Briefs

S.E.C. Marketing Conference March 2017
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S.E.C. National Invitational Marketing Session Tulsa, Oklahoma March 19–22, 2017 The S.E.C. National Invitational Marketing Session will be held at the: Hyatt Regency Tulsa 100 East 2nd Street Tulsa, OK  74103 Call (888) 421-1441 to make your reservation. Make your hotel reservations early, as we only have a limited number of rooms available. The cutoff […]

:: read this article Ultimate Syndication Workshop
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Ultimate Syndication Workshop Tulsa, Oklahoma March 19, 2017 The S.E.C. Education Foundation and the Society of Exchange Counselors are pleased to announce that Gene Trowbridge, Esq., CCIM, will present the Ultimate Syndication Workshop from 9:00 a.m. to 4:00 p.m. on March 19 in Tulsa, Oklahoma. Some of the highlights and subjects that will be covered […]

:: read this article S.E.C. Marketing Conference May 2017
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S.E.C. National Invitational Marketing Session Reno, Nevada May 21–24, 2017 The S.E.C. National Invitational Marketing Session will be held at the: Peppermill Reno 2707 South Virginia Street Reno, NV  89502 Call (866) 821-9996 to make your reservation. Make your hotel reservations early, as we only have a limited number of rooms available. The cutoff date […]

:: read this article Cutting Edge Strategies
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Tax, Asset Protection & Trust/Estate Planning Reno, Nevada May 21, 2017 The S.E.C. Education Foundation and the Society of Exchange Counselors are pleased to announce that Peter Karl, III, Esq., will present Cutting Edge Strategies – Tax, Asset Protection & Trust/Estate Planning from 9:00 a.m. to 5:00 p.m. on May 21, 2017, in Reno. Some […]

:: read this article Alex Ruggieri of Champaign, Il Named to Editorial Board
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CONTACT: Jessica Ruggieri 217-898-3813 jessica.ruggieri@svn.com Alex Ruggieri  of Champaign, Il  Named  to Editorial Board of Real Estate  Issues®  Journal Champaign, Illinois—February 7th, 2017: Alexander  J. Ruggieri,  CRE Partner SVN-Ramshaw Real Estate of  Champaign will serve as a member of the 2017 Editorial Board of Real Estate Issues, the peer-reviewed journal produced by The Counselors of […]

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