David Levy -
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Published on: 4/29/2007
Last Visited: 4/29/2007
David E. Levy, CFA, MAI
David Levy has 20 years of experience as a real estate investment analyst.His background includes feasibility and acquisition due diligence, valuation, asset management, and new product development of public and private debt and equity real estate investments.He founded Milestone Investment Research, Inc. in 1996 to specialize in global risk management and investment performance support primarily for the lodging industry.Mr. Levy is the inventor and architect of InnDicator® lodging software.Previously, Mr. Levy was Director of Real Estate Research for Liberty Financial where he helped guide the company's real estate investment strategies, managed third-party appraisals of the portfolio, and was also the first hurdle for most acquisitions.Prior to Liberty, Mr. Levy was a consultant with Laventhol & Horwath where he specialized in public assembly facilities and was also editor of the annual Exhibition Hall Industry Trend Report.
Mr. Levy has lectured to both professional organizations and academic institutions such as the Hospitality Asset Managers Association (HAMA) and MIT's Center for Real Estate on topics including real estate market research, portfolio analysis, finance, and technology.He has also written a number of articles for industry publication that have appeared in such journals as the Appraisal Journal and the National Real Estate Investor.
David Levy is a member of numerous trade organizations including the Association for Investment Management and Research (AIMR) where he has been awarded the Chartered Financial Analyst (CFA) designation, the Appraisal Institute where he earned the MAI designation, and the Urban Land Institute.Mr. Levy holds a BA in Environmental Geography from Middlebury College and a MA in Real Estate from the University of Florida.He has also completed courses in Urban Planning at Harvard University's Graduate School of Design.