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Chartered Realty Investor (CRI) Designation

The Chartered Realty Investor® (CRI®) designation is the only designation that brings together all aspects of the commercial/multifamily real estate finance, investment, and advisory industries. Earning the CRI designation distinguishes you as a leader in your industry and signifies that you have the knowledge, education, and ethical conduct required in today's complex marketplace.

The CRI exam is a purely real estate designation which applies at the individual level within your own organization or outside. It has provided me with the opportunity to illustrate my knowledge within commercial real estate as well as advance and expand my overall knowledge base within the industry.

Wade C. O'Neil, Associate Investment Analyst, US Mortgage Origination

The CRI designation program offers the advantage of being specifically designed for commercial real estate investments. Being a lender for a Life Company that owns a sizeable portfolio of commercial real estate, the CRI designation was the best choice for me.

Thomas Higgins, Senior Mortgage Loan Analyst, American National Insurance Company

Candidate Profile

All commercial and multifamily professionals including, but not limited to, those in the following roles:

  • Commercial/multifamily lenders and servicers
  • Mortgage bankers
  • Analysts
  • Commercial real estate agents and leasing brokers
  • Developers
  • Commercial/multifamily property managers
  • Commercial/multifamily real estate consultants
  • Appraisers
  • Commercial/multifamily real estate attorneys

The Process

To earn the CRI Charter Designation, candidates must successfully complete two examinations. The first step is to apply for the Associate (Level I) candidacy. Upon approval by the CRI Society, the candidate can enroll in the Level I examination. Upon successfully completing the examination and earning the Associate Designation, the Associate member can then apply for the Charter Designation. If approved by the CRI Society for the Charter Designation, the Charter candidate can enroll in the Level II examination. Upon successfully completing the Charter (Level II) examination, the candidate earns the CRI Charter Designation.

Exam Information

Once the applicant becomes an accepted candidate for either the CRI Associate (Level I) or Charter designation (Level II), the candidate is eligible to enroll in the designation program. The fee to enroll in each level of the designation program is $1,150. Detailed enrollment information will be provided upon acceptance.

Once enrolled, the candidate will be given access to MBA's learning management system, which houses the exams, study guides, reference materials, and practice tests. Each candidate has 12 months from enrollment to study and pass each examination.

Contact Info
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CRI Society Information

The Mortgage Bankers Association owns the intellectual property related to the examination and administers the exams on behalf of the Chartered Realty Investor® Society.  All exam-related questions should be forwarded to the MBA. The CRI Society owns the trademark and designation. All CRI membership questions should be forwarded to the CRI Society.

Get More with Education Advantage

Developed by MBA Education, Education Advantage is an annual subscription-based training package that provides your organization with training and development programs your employees need to succeed and grow.

For one low annual price, you have unlimited access to our online self-study library, discounts on designations, two seats in specific online courses or the option to completely customize your curriculum. Contact Kathy Ryan today to learn more.

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Do You Have What it Takes?

Are you ready to apply for your CRI Designation and to take the exam? See where you measure up with our CRI pre-assessment sample questions.

Level 1 Sample Questions

Level 2 Sample Questions

Chartered Realty Investor® Society Resources

CRI Charterholders & Associates

Board of Governors