Company Overview

Monty Levy

Managing Director
Atlanta, GA

Email:  [email protected]
Phone:  404-671-9598


Employment

  • HREC Investment Advisors® – October 2008 to present – Managing Director Opened an office in the southeast United States, based in Atlanta, to focus on hotel investment sales brokerage
    • Led sales and marketing efforts to drive business from the CMBS special servicing/regional lender community, given the extraordinarily high number of hotel REO opportunities emanating from this sector
  • Jones Lang LaSalle - June 2005 to September 2008 – Senior Vice President – Led hotel investment sales team in the Southeast office, with a specialization in select service and mid-scale full service hotel assets
    • Procured and led execution of hotel real estate sales in excess of $225 million between 2005 and 2007
    • Achieved significant success with business development focused on portfolio engagements – was lead team member on two portfolio transactions in 2006 and 2007 in excess of $75 million apiece
    • Led efforts in creating a sub-specialty practice in brokering hotel development parcels – this initiative commenced in 2007 and gained significant traction in 2008
    • Consistent top producer within Jones Lang LaSalle Hotels group, with direct revenue generation in excess of $1.5 million in fees between 2005 and 2007
  • Thompson Calhoun Fair LLC – March 2003 to June 2005 – Vice President – Hotel investment sale professional leading national hotel brokerage firm based in Atlanta  
    • Representation of public and private hotel owners, including hotel REIT’s, CMBS special servicers and large commercial lending institutions
    • Successful engagements included the sale of a portfolio of Marriott-flagged hotels for a public company seller in a Top 20 market and a CBD full-service hotel in a Top 25 Market
  • Carter & Associates – May 1997 to March 2003 – Vice President  - Started off as Director of Corporate Real Estate Services and was promoted to VP of Transactional Services
    • Represented Fortune 500 companies and professional firms in strategic and tactical phases of office tenant representation, including American Express, BellSouth and Cox Communications
    • Led transaction team in the acquisition and development of existing buildings and new development totaling more than $200 million in connection with BellSouth’s implementation of its Atlanta Metro Plan covering three campuses and more than 1 million square feet of Class “A” office space
    • Led transaction team in the site identification and build-to-suit process for a 200,000 square foot regional headquarters facility for Cox Communications
    • Top 5 Producer in firm in 2002 and 2001
  • Confederation Life Insurance Company – June 1993 to May 1997 – Associate Counsel – Represented both the REO and Mortgage Investment Departments
    • Primary responsibility for the negotiation and drafting of all types of commercial real estate and secured lending documents, including office, retail and industrial assets
    • Led internal legal efforts on behalf of receiver in connection with the securitization and liquidation of over $3 billion in REO and mortgage assets upon the liquidation of the company
    • Received promotion within six months following employment
  • Holt, Ney, Zatcoff & Wasserman – April 1989 to June 1993 – Senior Associate – Represented institutional and entrepreneurial clients in a wide array of sophisticated commercial real estate transactions
    • Significant involvement in land-use planning and rezoning matters
  • Morris, Manning & Martin – September 1986 to April 1989 – Associate – Represented commercial lenders and owners of income-producing properties, with an emphasis on the financing and acquisition/disposition of multi-family properties and office buildings
    • Significant involvement in bankruptcy and real estate work-out matters, on behalf of both lenders and owners

Education

University
of Michigan School of Law- Ann Arbor, Michigan
      J.D.
Emory University – Atlanta, Georgia
      B.A.- Cum Laude, Economics/Political Science Dual Major  


 

Professional Memberships and Licenses 

Licensed Attorney – State Bar of Georgia
Licensed Broker – State of Georgia and State of Alabama
CCIM Candidate

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