Volume X, Number 1 - February 2005


In this bulletin:
Capitol Hill Visit and Spring Business Meetings Approaching Soon!
Victory on Groundbreaking Tort Reform Legislation!
Keeping Banks Out of Real Estate Still a Priority
Republican Leadership Call Bankruptcy Reform a Priority
Final FTC FACT Act Disposal Rule
Do-Not-Fax Legislation
Can Spam Rule Finalization
Tenants in Common (TIC) Workgroup Update
Association Health Plan
REMIC Meeting
Great Minds Think Alike, Right? When Dissent Arises in a Coalition


Capitol Hill Visit and Spring Business Meetings Approaching Soon!

The CCIM Institute will have the Spring Business Meetings in Chantilly, Virginia beginning Saturday, April 17 prior to the Capitol Hill Briefing/Orientation and Visit on April 19-20. Your CCIM Institute and Institute of Real Estate Management (IREM) colleagues along with members of the REALTORS® Commercial Alliance (RCA) from the NATIONAL ASSOCIATION OF REALTORS® will unite to fortify our success in getting our issues and concerns in the industry across to legislators on Capitol Hill. This is an exciting opportunity to take part in one of the most influential activities we will have in the federal legislative process!

Contact your chapter’s Capitol Hill Visit Day Coordinator to find out if a meeting with your elected official(s) has been scheduled and inform the Coordinator you are planning on attending! The Coordinator is responsible for contacting the corresponding IREM Chapter to determine the coordination and scheduling of meetings with elected representatives. After meetings are scheduled, the Coordinator is to contact the CCIM Legislative Liaison with meeting times and attendees. The Liaison is managing a master list of attendees and meetings. Please contact Vijay Yadlapati, CCIM Legislative Liaison, at (312) 329-6033 or njarmusz@cciminstitute.com if you have any questions.

Victory on Groundbreaking Tort Reform Legislation!

The Class Action Fairness Act of 2005, S. 5, passed in the House on February 18, 2005 by a vote of 279-149 with six not voting. The bill was adopted in the Senate the week prior and is now expected to go to President Bush where it will be signed into law.

Since the introduction of tort reform legislation, it has taken five Congresses to get the language passed through both chambers. Abuses in the class action tort system is a contributing factor to the rising cost of insurance which poses undue financial and accessibility burdens of liability coverage on the professional community.

At the 2004 Capitol Hill Visit, tort reform legislation was a priority issue for the real estate industry. Our goal was to help restore the availability of liability coverage at realistic rates for the commercial real estate community through reform of the existing tort system. As such, the CCIM Institute strongly supports the movement of large class action law suits from state jurisdiction to be heard and considered in federal courts.

For more information on our statement of policy, download the CCIM Institute Statement of Public Policy.

Keeping Banks Out of Real Estate Still a Priority

Legislation has again been introduced to prohibit banks from entering into real estate brokerage or property management. HR 111 and S 98 were introduced in the first weeks of the 109th Congress. Last year, Congress passed a one-year prohibition on banks in real estate, but a permanent ban has continued to be out of reach. The CCIM Institute will be working in partnership with NAR to encourage enactment of the legislation this year.

Republican Leadership Call Bankruptcy Reform a Priority

The Republican leadership of the House and Senate have included bankruptcy reform legislation to their short-list of priorities for the start of the 109th Congress. The Senate is already moving forward with a bill, which could be on the Floor for debate in early March. There are four CCIM Institute-supported provisions in the bill. These include: eliminating the cap on single-asset bankruptcies; providing protections for shopping center owners; closing the loophole which allows rental housing tenants to avoid eviction; and allowing homeowner and condo association fees to be non-dischargeable. If the Senate can pass a clean bill (with no controversial amendments) the House is expected to quickly pass the bill and send it to the President for his signature.

Final FTC FACT Act Disposal Rule

Effective June 1, 2005, the final rule of the Fair and Accurate Credit Transactions Act of 2003 requires the proper disposal of consumer report information by individuals and businesses who possess these documents for business purposes. Dubbed the FACT Act, the rules by the Federal Trade Commission (FTC) stipulate “reasonable measures” to be taken for safety against unauthorized access to sensitive consumer information.

The rule largely affects commercial real estate brokers, mortgage brokers, property managers and landlords; however, any REALTOR® who contains this information, whether in paper or electronic form, must comply with the disposal procedures as indicated in the regulations in the act of discarding the material.

Property managers are not required to perform new recordkeeping procedures nor are there new standards of practice for businesses or individuals who already perform protective measures against outside acquisition of sensitive consumer information. CCIM Institute believes that the proposed rule is reasonable and encourages its implementation.

Federal Banking Agency rules will take effect July 1, 2005.

If you are subject to FACT Act disposal requirements, you can find the rules printed in November 24, 2004 edition of the Federal Register (69 FR 68690).

Do-Not-Fax Legislation

With the inception of the 109th Congress, reintroduction of legislation on the Junk Fax Prevention Act is expected to make its way to the House notwithstanding last sessions’ unsuccessful attempt to get it passed. The bills’ sponsors in conjunction with the broad-based Fax Coalition made significant headway through the Senate although the amended version of the bill contained a rider to establish a Federal Commission on Boxing that did not have the support of key members of the House. As the 108th Congress came to a close in December, the Senate passed the amended bill but it was stymied in the House the final day of adjournment.

Can Spam Rule Finalization

The Federal Trade Commission (FTC) has solidified its criteria for defining the “primary purpose” of an electronic mail message under the CAN-SPAM Act of 2003 (Controlling the Assault of Non-Solicited Pornography and Marketing Act). The rules will be effective March 28, 2005; REALTOR® associations and real estate professionals who send emails defined for commercial use will be subject to its provisions at that time.

Tenants in Common (TIC) Workgroup Update

The CCIM Institute is working in conjunction with the National Association of REALTORS® (NAR)Tenants in Common (TIC) work group to provide those in the TIC industry with clarification on when interests concern real estate transaction versus securities.

The focus of last months meeting on January 11, 2005 with NAR President Al Mansell and the Chief Counsel of the Securities and Exchange Commissions Division of Market Regulation was to discuss the sanctioning of REALTORS® to participate in a fee-splitting arrangement from TIC securities transactions between brokers/dealers and real estate licensees.

President Mansell’s case rested on three main points including: in view of the fact that deeds are structured within the deal, TIC transactions are considered real estate; according to current laws in all 50 states, the transfer or sell of property must be brokered by a body with a real estate license; and it is beneficial to have REALTORS® involved in TIC transactions due to their expertise and ability to provide clients with proper direction based on their property needs.

The Securities and Exchange Commission requested NAR staff to construct a strategy to resolve the question of REALTORS® involvement in TIC securities transactions. The CCIM Institute will keep members updated with further developments of this issue.

Association Health Plan

In an effort to resolve the issue of inadequate health insurance coverage among working families, a bill in support of the Association Health Plan (AHP) has been reintroduced in the House this session. AHPs are structured to allow small business owners and the self-employed to jointly purchase a more affordable health care package.

Backed by President Bush along with a team of bipartisan legislators, The Small Business Health Fairness Act (H.R. 525) will be considered in upcoming weeks after its passage through the House Education and Workforce Committee chaired by Rep. John Boehner (R-OH).

REMIC Meeting

Members of the Real Estate Mortgage Investment Conduits (REMIC) Coalition met the first week of February with IRS officials to address regulatory changes presented through workings of upcoming legislation.

Modernized REMIC language seeks to ease the rules governing loan modifications that have previously had a dulling effect on the securitization of commercial loans. For more information on REMIC and other policy issues affecting the commercial real estate industry, download the CCIM Institute Statement of Public Policy.

Great Minds Think Alike, Right? When Dissent Arises in a Coalition

A member active in legislation in all levels of government has worked to build both broad-based industry coalitions to address the full range of regulatory and legislative issues and specialized issue-specific coalitions. In the past, state legislators had called attention to the fragmentation within the real estate industry in his state. The commercial real estate and property management industries responded by forming a state-wide legislative coalition, in which this member actively participates. When a new historic buildings demolition ordinance was introduced in the member’s hometown, a coalition was organized to develop a unified commercial real estate industry response to the issue, which raised serious private property rights concerns.

In the beginning, few members of the organizations compromising the coalition were aware of the proposed ordinance and knowledgeable about the underlying issues. When city staff spoke on the ordinance at association chapter meetings, there was little or no opposition to the ordinance, leading city staff to assume that the chapters endorsed the ordinance. As a coalition, the groups quickly developed a necessary grasp of the ordinance and engineered a coalition response to managing the legislative outcome. The member has lead the coalition in drafting new ordinance language that mitigates the concerns of the coalition on the parts of the ordinance believed to infringe on private property rights. A collateral benefit of forming this issue-specific coalition is that the member organizations have opted to continue the role of the coalition to monitor and respond to other regulatory and legislative issues.

To avoid dissent, when assembling a coalition, establishing a consensus within your organization is imperative before incorporating additional groups into the coalition. Confirm everyone is knowledgeable on the issue and holds the same position. Then, work with stakeholders outside of your organization to form single issue coalitions.

2005 CCIM Institute Legislative Affairs Subcommittee Leadership
Chair, Stephanie Short, CCIM
Vice Chair, Lou Nimkoff, CCIM

CCIM Institute Legislative Staff
Charles Achilles, IREM VP Legislation & Research, (312) 329-6020, cachille@irem.org
Vijay Yadlapati, CCIM Legislative Liaison, (312) 329-6033, njarmusz@cciminstitute.com

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