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

Application
The first step is to apply and be accepted as a Charter candidate. By purchasing the $100 application package, the Charter applicant will receive:

  • CRI Charter Application
  • CRI Charter Applicant Reference Form
  • Chartered Realty Investor Applicant Disclosure Form
  • Chartered Realty Investor Applicant Conduct Statement

Exam Enrollment
Once accepted, the Charter applicant becomes eligible to enroll in the exam. Detailed enrollment information will be provided upon acceptance. The enrollment fee is $1,150. Upon enrollment, the candidate will be given access to MBA's learning management system, which houses the exam, study guide, reference materials, and practice tests. Each candidate has 12 months from enrollment to study and pass the examination.

Exam Facts
The exam consists of multiple-choice questions on the concept of real estate portfolio management theory and capital markets. Summary of exam topics:

Contact Info
Email us for more information. 

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 solution that provides you with access to our robust learning portfolio specifically developed for CRE professionals.

For premium subscribers, you have unlimited access to our online self-study library, designation enrollments, two seats in specific online courses or the option to completely customize your curriculum. Contact Jeff Schummer today to learn more.