DR. MARK LEE LEVINE
PERSONAL DATA
Burns
Phone:(303) 871-2142; Fax: (303) 871-2971
e-mail: mlevine@du.edu
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EDUCATION
1965 B.S. Business and Economics
Magna Cum Laude
1968 J.D.
1969 P.A.P. Accounting, Graduate Northwestern University
1969 L.L.M. Tax
Law, (Legum Magister)
1980 Ph.D. Business
CERTIFICATIONS,
DESIGNATIONS, CERTIFIED MEMBER, LICENSES
(prior/current)
Attorney: Admitted to Practice:( U.S. Court of Appeals;
U.S. District Court; U.S. Tax Court; Supreme Court, State
of
Attorney: State of Colorado, Board of Continuing Legal
and Judicial Education, attorney (1968)
Insurance Broker: State of Colorado, Division of Insurance,
Broker
Real Estate Broker: State of Colorado, Division of Real Estate,
Real Estate Broker and Salesperson
Real Estate Appraiser: State of Colorado, Board of Real Estate
Appraisers (prior Chairman 1993-1994)
AFLM - Accredited Farm and Land Member
(RLI-Realtors Land Institute)
APRA - Accredited Professional Residential
Appraiser (NIREA-National Institute of Real Estate Appraisers)
ALC - Accredited Land Consultant
(RLI-Realtors Land Institute)
CA-C - Certified Appraiser-Counselor
(AACA-American Association of Certified Appraisers)
CA-R - Certified Appraiser-Residential
(AACA-American Association of Certified Appraisers)
CA-S - Certified Appraiser, Senior
(AACA-American Association of Certified Appraisers)
Cert. FIABCI – FIABCI,
Certified (FIABCI-Federation Internationale des Professions Immobilieres)
(2005)
CGA -
ChFC - Charter Financial Consultant
(SFSP-Society of Financial Service Professionals)
CIPS - Certified International Property
Specialist (NAR-National Association of REALTORS®)
CLU - Chartered Life Underwriter
(SFSP-Society of Financial Service Professionals)
CCIM - Certified Commercial Investment Member
(CCIM-Commercial Investment Real Estate
Institute/NAR/NAR)
CCIM - Certified Commercial Investment
Member, Senior, Emeritus (CCIM-Commercial Investment Real
Estate
Institute/NAR)
CCRA - Certified Commercial Real Estate
Appraiser
CPA - Certified Property Appraiser
CRI - Chartered Realty Investor
Society
CPM - Certified Property Manager
(IREM-Institute of Real Estate Management/NAR-National Association of
Realtors®)
CRA - Certified Real Estate Appraiser
(NAREA-National Association of Real Estate Appraisers)
CRB - Certified Real Estate Brokerage
Manager (Realtors National Marketing Institute/NAR)
CRE - Counselor of Real Estate (CRE-Counselors
of Real Estate)
CREA - Certified Real Estate Analyst
(NAREA-National Association of Real Estate Appraisers)
CRS - Certified Residential Specialist
(Realtors National Marketing Institute/NAR)
CRSS - Certified Real Estate Securities
Sponsor (RESSI-Real Estate Securities and Syndication Institute)
Dip. FIABCI - FIABCI, Diplomat (FIABCI-Federation
Internationale des Professions Immobilieres) (2005)
FIREC - FIABCI Designee
DREI - Distinguished Real Estate
Instructor (REEA-Real Estate Educators Association)
FRICS - Fellow, Royal Institution of
Chartered Surveyors (RICS) (
GAA - General Accredited Appraiser
GRI - Graduate, REALTORS Institute
(CAR-Colorado Association of Realtors/NAR-National Association of
REALTORS®)
IFAC – Independent Fee Appraiser Consultant
(NAIFA-National Association of Independent Fee Appraisers)
MAI - Member, Appraisal Institute
(AI-Appraisal Institute)
MREC - Master, Real Estate Consultant
NACA- National Association of Certified
Appraisers
NASD - Registered Principal/Representative
(NASD-National Association of Securities Dealers)
NIREC- National Institute Real Estate
Consultants
RFPM - Registered Financial Planner
(IARFP-International Association of Registered Financial
Planners)
RIM - Registered International Member
(IREC-International Real Estate Institute)
RECS - Real Estate Cyberspace Specialist
(Real Estate Cyberspace Society)
S/CRPA - Certified Real Property Appraiser
(NACRPA-National Association of Certified Real Property
Appraisers)
SCV - Senior Certified Valuer
(IREI-International Real Estate Institute)
SPA - Senior Residential Appraiser
(SREA-Society of Real Estate Appraisers)
SREA - Senior Real Estate Analyst
(SREA-Society of Real Estate Appraisers)
SRPA - Senior Real Property
Appraiser (SREA-Society of Real Estate Appraisers)
SRS - Specialist in Real Estate
Securities (RESSI-Real Estate Securities and Syndication Institute)
SRI - Specialist, Real Estate
Investments (REIA-Real Estate Investment Association)
SRS - Specialist, Real Estate
Securities (Realtors National Marketing Institute/NAR)
ACADEMIC EMPLOYMENT
1975 to present
Director,
1975 to 2002 Chair, Department of
Legal Studies
1970 - 1975 Metropolitan
1969 – 1975 Instructor:
Real Estate Transactions; Business Law;
Global Real Estate
Adjunct Professor, College of Financial Planning;
Senior Professor, Real Estate Securities and Syndication Institute
(RESSI)
1969 -
Instructor/Lecturer: Certified
Public Accountants’ Societies, nationwide;
various Bar Associations; Realtors Associations;
National Association of REALTORS® (NAR);
Senior Instructor, CCIM, Realtors’ National Marketing Institute (RNMI) /
Certified Commercial Investment Member
(CCIM);
Instructor,
Society of Real Estate Appraisers (SREA);
Senior Instructor, Certified International Property Specialist
(CIPS)
(International Section/NAR)
BUSINESS EMPLOYMENT
1968 to present Chairman of the Board, Levine,
Ltd., Realtors
1968 to present Private law practice, Levine and
Pitler, P.C.
1968 to present Consultant/Expert Witness for
various clients
1968 - 1970 Arthur Young and Company,
CPAs, Tax Division
1967 State Court
Practice; Prosecutor’s Office, District Attorney Clerkship; Subpoena Service;
Research
1966 - 1968 Law Clerk: Goldsmith and Carter, Attorneys
1963 to present Real Estate Sales and Development;
various businesses
Previous Numerous businesses (e.g., Computer Row,
Inc.; PP&E, Inc.; Wealth Consultants; Levine
Investors Fund, Ltd.; food companies,
franchises, etc.)
EXPERT WITNESS
Represented
clients in Federal and State Courts on Real Estate, Law, Appraisal,
Tax,
Real Estate Securities, Business, etc. (list supplied upon request)
TEACHING
ACTIVITIES (
REAL 0777 / 4400 –
Introduction to Real Estate/Fundamentals/Concepts
REAL 3369 / 4369 –
Real Estate Taxation
REAL 3105 / 4105 – Ethics and Values In Real Estate and Construction
Management
REAL 3337 / 4337 –
Real Estate Securities & Syndications
REAL 3140 / 4140 –
Global Perspectives in Real Estate, Comparative Template
REAL 3367 – Commercial Real Estate Practice and
Feasibility Analysis
REAL 3317 – Real Estate Appraisal
REAL 3377 – Real Estate Investments Seminar
REAL 4438 – Legal Issues in Real Estate
LGST 1500 –
Introduction to the Legal Environment
LGST 3701 – Risk Management/Insurance
LGST 2696 / 2697 –
Risk Management/Insurance
HNRS 2400 – Seminar, Ethics in Real Estate
XMRCM – Executive Masters RECM, various
courses (XRCM)
LECTURES/SEMINARS
(for Continuing Education)
Presentations for:
Boards of Realtors
Professional groups,
including CCIM, CIPS, ALC, RLI, CPMS, GRI, MAI, CRE, etc.
University of Denver/Daniels
College of Business/Burns School of Real Estate and Construction Management,
and various programs for Burns School
Events
American Business Law
Association (ABLA)
American Institute of Real
Estate Appraisers (AIREA) Regional Conference
Aurora Board of Realtors
(ABR)
Bar Associations
Colorado Appraisal Institute
(CAI)
Colorado Society of CPA’s,
Syndications (CSCPA)
Greater
Industrial Development
Research Council (IDRC) Seminars
Jefferson
Kiwanis Club
Mortgage Bankers Association
(MBA)
National Accounting
Association (NAA)
National Association of REALTORS®
(NAR)
National Executives
Symposium
Real Estate Securities &
Syndications Institute (RESSI)
Realtor groups (49 states)
University of
Colorado/CAREB
Young Lawyers Group
Universities
ACADEMIC AND PROFESSIONAL HONORS
UNIVERSITY SCHOLARSHIPS:
American Jurisprudence Prize
for Excellence.(Contracts and Constitutional Law)
Phi Sigma Delta Graduate
Scholarship
GRANTS/AWARDS/HONORS
Alpha Sigma Gamma, member
ARES Distinguished Fellow (American
Real Estate Society)
Businessman of the Year
Faculty Authors, recognition
International Law Grant (
Small Grants Awards
(various)
Undergraduate Honor Courses
(Law, Political Science, Economics, and Philosophy)
Dean’s List
President’s 4.0 Honorary
Dinner (Top Pledge, Academic Award)
Top Active, Academic Award
Top 30 Greek Award
Outstanding Greek Award for
Excellence
Phi Alpha Delta Law
Fraternity
Phi Delta Phi International
Legal Fraternity
Pi Omega (Educational
Fraternity)
Beta Epsilon Scholastic
Honorary Award for Excellence in Business and Economics
Special Research
(Internship)
Phi Kappa Phi
Men of Achievement
NAIOP Fellow
Fellow, Homer Hoyt
Fellow, Royal Institution of
Chartered Surveyors (RICS) (
VIP Jewish News
(10/06)
Fulbright Scholar (
LISTED:
American Registry of
Outstanding Professionals
Contemporary Authors
Dictionary of International
Biography
International Directory of
Distinguished Young Leaders
International Directory of
Distinguished Leadership
International Who’s Who
International Who’s Who of
Information Technology
International Who’s Who of
Intellectuals
Leadership Discovery
Registry
Personalities of the West
and
National Registry of Who’s
Who
Notable Americans of
Bicentennial Era
Outstanding Educators of
Scribes - American Society
of Writers and Legal Subjects
Who’s Who – Strathmore’s
Who’s Who Among Outstanding
Americans
Who’s Who -
Who’s Who Among Outstanding
American Teachers
Who’s Who Dictionary of
International Biography
Who’s Who in
Who’s Who in American
Education
Who’s Who in American Law
Who’s Who in American Law
and in the West
Who’s Who in American Real
Estate
Who’s Who in American
Teachers
Who’s Who in
Who’s Who in Education
Who’s Who in Executives and
Professionals (Business)
Who’s Who in Finance and
Industry
Who’s Who in Legal Services
Who’s Who in Real Estate
(Real Estate Review)
Who’s Who in Real Estate in
Who’s Who in Real Estate and
Development
Who’s Who in the World
Who’s Who of Contemporary
Achievement
Who’s Who of Professionals -
International
Who’s Who of the Year
Who’s Who United
Who’s Who Worldwide,
Registry of Business Leaders
HONORS:
Cecil Puckett Award,
Faculty Recognition, DU
Authors,
Faculty Research Award
(1991)
Hubert Nelson NAR Grant For
Appraisal Research (1992); Grant for International Real Estate (1995-2000)
Provost’s/Chancellor’s
Honorary Reception for Authors at the
Office of
Internationalization, Small Grants (1992);
(
China/Hong Kong/
Dubai, Jordan, Israel (3/17-27/06).
Belgium, England, France, Ireland,
Netherlands, Norway,
Denmark, Estonia, Finland, Norway,
Poland, Russia and Sweden (8/20-30/07). China, Hong
Kong,
Japan, Singapore, Taiwan, Thailand and Vietnam (12/4-20/07). Abu Dhabi
(UAE),
Bahrain,
Dubai (UAE), Fujairah (UAE), and Muscat, Oman (3/15-22/08). India
(12/08) (SCHEDULED).
COMMITTEES: UNIVERSITY OF DENVER, et. al., (current/prior)
(Groups, Delegations, etc.):
Admissions Committee
AIPAC – Education and
Advocacy Committee
Annual Tax Institute (ATI),
Committee, Annual Seminar, Steering Committee
Advisor,
Beta Gamma Sigma Committee
Buildings and Grounds
Committee
Burns Fellow, Chair, various
Committees (1998-present)
Burns Fellow, Chair, Burns
Fellow Conference Committee(
Burns School, Chair, Alumni
& Friends Committee, various Events (1996-present)
Burns School, Chair, Alumni
& Friends Newsletter Committee (Burns Review), Editor (1996-present)
Burns School, Chair, Economic
Forecast Expo Committee (annual), Chair (1997-present)
Burns School, Chair, Real
Estate Update Symposium Committee (annual), Chair (1976-present)
Burns School, Chair,
Residential Practicum; Commercial Practicum; groundbreaking (1998-present)
Burns School, Chair,
Scholarship Funding (2002-present)
Burns School, Chair, Video
Committee (produced by
Burns Society, Chair,
various Committees (1998-present)
Building and Grounds
Subcommittee
Carnegie Library
Committee
CBA Committee, Director
Center for Business Issues
and Policy Committee,
Colorado Black Chamber of
Commerce (2003 to present)
Construction and Business
Management Institute (CBMI) Committee, Chair (1998-present)
Continuous Improvement
Committee (1998)
Dean Search Committee (2004)
Delegation Leader Committee
(DU) to
Delegation Leader Committee
(DU) to Panama Canal (
(
Delegation Leader Committee
(DU) to
Delegation Leader Committee
(DU) to
Delegation Leader Committee
(DU) to
Delegation Leader Committee
(DU) to
Delegation Leader Committee
(DU) to
Delegation Leader Committee
(DU) to
Delegation Leader Committee
(DU) to
Delegation Leader Committee
(DU) to
Delegation Leader Committee
(DU) to
Delegation Leader Committee
(DU) to
Delegation Leader Committee
(DU) to
(12./04)
Delegation Leader Committee
(DU) to
(11-12/05).
Delegation Leader Committee
(DU) to
Delegation Leader Committee
(DU) to
(8/20-30/06).
Delegation Leader Committee
(DU) to
DU/DCB/Burns Delegation Leader to
(8/20-30/07).
DU/DCB/Burns Delegation Leader to
(12/4-20/07).
DU/DCB/Burns Delegation Leader to Abu Dhabi (UAE), Bahrain, Dubai (UAE), Fujairah (UAE), and
Muscat,
Oman (3/15-22/08).
DU/DCB/Burns Delegation Leader to India (12/08). (SCHEDULED)
Evening Classes Format
Committee (1999)
Evening Course Structure
Committee
Faculty member, Beta Gamma
Sigma
Faculty Advisor,
Faculty Athletic Committee
(2004)
Faculty Development
Committee
Faculty Participation Task
Force, DCB Committee (2003)
Faculty Review
Committee
Faculty Scholarship
Improvement Committee
Fundraising Committee for
various special events (professional groups/charities)
Graduate Programs
Committee
Hillel Board Committee (DU), Board of Governors,
Hillel Council Committee
(DU), Colorado, Planning Committee
Hillel Facilities Committee
Hillel Governing Council,
Member
Hillel House Committee
(Rocky
International Grants Committee
John D. Hirschner Free
Enterprise Award (10/2004)
Library Structure
Committee
Management Improvement Team
Committee
Marketing Committee
MBA/JD Committee
National Association of
Industrial and Office Properties (NAIOP), Faculty Advisor for DU students
(2003)
National Association of Home
Builders (NAHB) Conventions Committee (take DU students various years)
National Housing Endowment
(NHE), Lee Evans Scholarship Committee
Outreach Program
Committee
Physical Resources Committee
Program Improvement
Committee
Promotions and Tenure
Evaluations Committee
RECM Club Committee
Search Committee,
Selection Committee
Tax Institute Committee
Undergraduate and Graduate
Appeals Committee
United Way/Community Shares,
DU Representative (1996)
Values Committee
COMMITTEES / HONORS: OTHER (current and prior):
AIREE, Inductee to
Exchangors Hall of Fame (1998)
Allied Jewish Federation
(AJF), Colorado-Israel Chamber of Commerce (multiple years)
Allied Jewish Federation
(AJF),
American Arbitration
Association (AAA), Panel of Arbitrators
American Association of
Certified Appraisers (AAC-A), Member
American Real Estate Society
(ARES), Member
American Bar Association (
Syndications
American Bar Association (
American Bar Association (
Real Estate Review,
Syndication Subcommittee
American Bio. Institute
(ABI), (nominated for Man of the Year, 1994)
American Business Law
Association (ABLA)
American Institute of Real
Estate Appraisers (AIREA), Appraisal Journal, Advisory Board
American Institute of Real
Estate Appraisers (AIREA), Ethics and Counseling Panels
American Real Estate Society
(ARES), Nominated President of Alpha Sigma Gamma, International Real Estate
Honorary Society
American Real Estate Society
(ARES), ARES Journal, Associate Editor, Book Reviews
American Society of Real
Estate Professionals (ASREP)
American Society of Writers
on Legal Subject (Scribes)
Anti-Defamation Council
(ADC)
Appraisal Institute (AI),
Member (was AIREA, American Institute of Real Estate Appraisers)
Appraisal Institute (AI),
Ambassador to
Appraisal Institute (AI),
Appraisal Journal, Editorial Board
Appraisal Institute (AI),
Candidate Coordinating Committee, MAI
Appraisal Institute (AI),
Faculty
Appraisal Institute (AI),
MAI Master’s Degree Program Subcommittee, Chair
Appraisal Institute (AI),
MAI General Appraisal Board Admissions Committee
Appraisal Institute (AI),
MBA/MAI National Subcommittee (1998-present)
Appraisal Institute (AI),
MBA/MAI National Subcommittee Chair (1998-1999)
Appraisal Institute (AI),
Vice Chair and Chair, MBA/MAI Committee
Building Owners & Managers Association (BOMA)
Businessmen of the Year
Certified Commercial
Investment Member (CCIM), Certified Commercial Investment Member, Commercial
Investment Real Estate Journal,
Editorial Board Member
Certified Commercial
Investment Member (CCIM), Commercial Investment Real Estate Journal, Review
Board
Certified Commercial
Investment Member (CCIM), Board of Governors
Certified Commercial
Investment Member (CCIM), CCIM Emeritus
Certified Commercial
Investment Member (CCIM), CCIM Senior Emeritus
Certified Commercial
Investment Member (CCIM), CCIM Course Committees CI-103, CI-404, R&D
(special
events, etc.)
Certified Commercial
Investment Member (CCIM), Commercial Investment/Council Designations
Certified Commercial
Investment Member (CCIM), Economic Forecast Liaison (2003-present)
Certified Commercial
Investment Member (CCIM), Editorial Work Committee
Certified Commercial
Investment Member (CCIM), Public Policy Issues Subcommittee
Certified Commercial
Investment Member (CCIM), CCIM Speakers’ Bureau Directory (1994)
Certified Commercial
Investment Member (CCIM), Certified Commercial Investment Member, 25th
Year Award (2002)
Certified International
Property Specialist (CIPS), Educational Course Committee (2003-2004).
Chartered Realty Investor
Society (CRIS), Member
Citizens’ Ambassador Program/
People to People/Delegation Leader to
Citizens’ Ambassador
Program/ People to People/Delegation Leader to China/Hong Kong (6/94)
Citizens’ Ambassador
Program/ People to People/Delegation Leader to
Citizens’ Ambassador
Program/ People to People/Delegation Leader to Australia/New
Citizens’ Ambassador
Program/ People to People/Delegation Leader to
Citizens’ Ambassador
Program/ People to People/Delegation Leader to
Citizens’ Ambassador
Program/ People to People/Delegation Leader to
Colorado Association of
Realtors (CAR) / (NAR), AACA National Ethics Committee, NAR/CAR representative
to
CIREC Public Policy Issues
Subcommittee
Colorado Bar Association
(CBA), various committees
Commercial Property News,
Advisory Board
Colorado Real Estate
Commission’s (CREC), Forms Committee
Commercial Investment Real
Estate International (CIREI), CIPS (Certified International Property
Specialist)
Dean for International Asian Course
Commercial Investment Real
Estate International (CIREI), Review Board (2003)
Committees (numerous):tax,
journals, publishing, instructors, editing, etc. (RESSI, etc.)
Publishing and Tax Committees
(Chair of NAR, CCIM Tax Committees) (RESSI, RMNI, IREM, FLI, etc.)
Counselors of Real Estate
(CRE), Alternative Dispute Resolution Committee (2001)
Counselors of Real Estate
(CRE), Real Estate Issues, Editorial Board,
Counselors of Real Estate
(CRE), Public Policy Committee (2003 to
present)
Counselors of Real Estate
(CRE), Tax, Regulatory and Legislative Committee (to present)
Director, numerous
companies, e.g.:
Guaranty Bank and Trust Company,
Director
Real Estate -
Expert Witness: for various clients on economic, tax, real
estate, loans, finance, etc., in both State and
Federal Courts
Testimony before Colorado House of
Representatives Committee regarding legislative issues
Testimony before U.S. House of
Representatives Sub-Committee regarding legislative issues
Farm and Land Institute
(FLI), Publishing Committee
FIABCI, Federation
Internationale des Professions Immobilieres, Academic
FIABCI, Federation
Internationale des Professions Immobilieres, Director,
FIABCI, Federation Internationale des Professions
Immobilieres, Vice Chair, Education Committee and
Academic
Members Committee (2005 through 2007) http://www.fiabci.com
FIABCI, Federation Internationale des Professions
Immobilieres, Vice President, Education Committee (2007)
Fulbright Senior Specialist, from J. William Fulbright
Foreign Scholarship Board (FSB),
Bureau of
Education and Cultural Affairs of the Department of State (ECA), and the
Council for International Exchange of Scholars (CIES) (2006)
Fulbright Senior Specialist invited visiting professor
to
Board (FSB), Bureau of Education and
Cultural Affairs of the Department of State (ECA), and the
Council for International Exchange of Scholars (CIES) (6-7/07)
Greater
Greater Metropolitan
Commercial Division (GMCD), Instructor
Herzl/RMHA, Site Selection
Committee
Hillel Council of
Homer Hoyt Fellow (2002 to
present)
Institute for Real Estate
Management (IREM),
Institute for Real Estate
Management (IREM), Academy of Authors, Induction
Institute for Real Estate
Management (IREM), Committee
International Association of
Appraisers (IAA), Member
International Association of
Registered Financial Planners (IARFP)
International Association of
Registered Financial Planners (IARFP), Board of Governors
International Council of
Shopping Centers (ICSC)
International Development
Research Council (IDRC), Academic Member
International Institute of
Valuers (IIV), Member
International Institute of
Valuers (IIV), President,
International Platform
Association (IPA), Invited for Membership
Internet – National
Association of REALTORS® (NAR)/International (1996)
Internet – Real Estate
Cyberspace (1999-present)
Journal of Real Estate
Literature, Editorial Board
Lawyers Referral
Metropolitan
National Association of
Corporate Real Estate Executives (NACORE),
Education
National Association of
Corporate Real Estate Executives (NACORE), Education Chair
National Association of
Corporate Real Estate Executives (NACORE), International Council
National Association of Home
Builders (NAHB)
National Association of
Industrial and Office Properties (NAIOP)
National Association of
Industrial and Office Properties (NAIOP), NAIOP Distinguished Fellow (2002-2008)
National Association of
Industrial and Office Properties (NAIOP), NAIOP Tax and Finance National
Committee
(2002-2008)
National Association of REALTORS®
(NAR) / (CAR), AACA National Ethics Committee, NAR/CAR representative
to
National Association of REALTORS®
(NAR), Advisory Council
National Association of REALTORS®
(NAR), Appraisal Committee
National Association of REALTORS®
(NAR), Chair, CCIM Tax Committee
National Association of REALTORS®
(NAR), Certification Committee
National Association of REALTORS®
(NAR), C&I Policy Committee
National Association of REALTORS®
(NAR), CIPS Advisory Committee (Certified International Property Specialist)
National Association of REALTORS®
(NAR), Education and Licensing
National Association of REALTORS®
(NAR), Group Investment Committee
National Association of REALTORS®
(NAR), International Section/Education
National Association of REALTORS®
(NAR), Invited Member to “Securitization of Investments in the Secondary
Commercial Market,” Harvard,
National Association of REALTORS®
(NAR), Land Planning; Chair
National Association of REALTORS®
(NAR), Legislative Committee
National Association of REALTORS®
(NAR), Legislative Committee
National Association of REALTORS®
(NAR), President’s Liaison to
National Association of REALTORS®
(NAR), Marketing and Public Policy Committee
National Association of REALTORS®
(NAR), Patriot Act Working Group (2005)
National Association of REALTORS®
(NAR), Premier Designation Holder (1997)
National Association of REALTORS®
(NAR); President’s Task Force Advisory Group on Bankruptcy Issues Impacting
Real Estate
National Association of REALTORS®
(NAR), Publications Committee
National Association of REALTORS®
(NAR), Real Estate and Commercial Investment Committee
National Association of REALTORS®
(NAR), Regulatory Committee
National Association of REALTORS®
(NAR), RLC, Vice Chair of Taxation
National Association of REALTORS®
(NAR), “Special Group Real Estate Investment Committee”
National Association of REALTORS®
(NAR), Vice Chair, RLC-Tax Committee
National Association of REALTORS®
(NAR), Tax Subcommittee
National Association of REALTORS®
(NAR), Tax Subcommittee, Group Investments
National Housing Endowment
(NHE) / Lee Evans, Scholarship Committee, Member (Houston 1/98)
Professional Liability
Reporter,
Real Estate Issues,
Editorial Board (1996-present)
Real Estate Investment
Association (REIA)
Realtors Land Institute
(RLI), Forms Committee
Real Estate Apprentice,
Judge and Panel member
http://www.realestateapprentice.com/judges.cfm (RIS
Media web site www.rismedia.com)
Real Estate Cyberspace,
featured in (on Internet) (5/4/99-present)
Real Estate Educators
Association (REEA), Academic Papers Committee
Real Estate Educators
Association (REEA), Appraisal Education Committee
Real Estate Educators
Association (REEA), Journal of Real Estate Education, Editorial Board
Real Estate Educators
Association (REEA), Journal of Real Estate Education, Reviewer
Real Estate Educators
Association (REEA), Programs Committee Member
Real Estate Educators
Association (REEA), Publications Committee
Real Estate Securities and
Syndication Institute (RESSI), Board of Governors
Real Estate Securities and
Syndication Institute (RESSI), Chairman of Regional Vice Presidents
Real Estate Securities and
Syndication Institute (RESSI), National Committee
Real Estate Securities and
Syndication Institute (RESSI), President,
Real Estate Securities and
Syndication Institute (RESSI), Publishing Committee
Real Estate Securities and
Syndication Institute (RESSI), Real Estate Investor, RESSI Real Estate
Securities
Journal Committee, Board of
Advisers
Real Estate Securities and
Syndication Institute (RESSI), The Real Estate Securities Journal, Journal
Editorial
Board
Real Estate Securities and
Syndication Institute (RESSI), Regional Vice President and Governor
Real Estate Securities and
Syndications Institute (RESSI), RESSI Journal, Reviewer
Real Estate Securities and
Syndication Institute (RESSI), Vice President,
Real Estate Securities and
Syndication Institute (RESSI), Trustee
Realtors’ Land Institute
(RLI) Committee
Realtor’s Land Institute
(RLI), Faculty Committee
Realtor’s Land Institute
(RLI), Legislative Committee, Chair
Reviewer for:
CCIM Journal, CIREI
Counselors of Real Estate (CRE), Real Estate Issues
Real Estate Educators Association
(REEA), Journal of Real Estate Education
Real Estate Securities and
Syndications Institute (RESSI), RESSI Journal
Royal Institution of
Chartered Surveyors (RICS), Fellow (
Scribes, The American
Society of Writers on Legal Subjects, Invited Member, CBC
Scholar Universe (added on
website) www.scholaruniverse.com
Society
of Industrial
Leaders (SIL), VistaResearch Expert (2006)
Society of Industrial and
Office Realtors (SIOR)
Speakers Boards
(various):for:
National Association of REALTORS®
(RESSI, RMNI, RLC), etc.
Realtors -
Realtors National Marketing
Institute (RNMI), CCIM Senior Instructor
Realtors National Marketing Institute
(RNMI), Super Session Instructor and Faculty, Senior Professor,
CCIM (ten year award)
The Real Estate Market
Advisor Editorial consultant and contributor
The Real Estate Press (
Title Guaranty Fund;
TRIAL, TRIAL magazine,
Reviewer
Urban Land Institute (ULI)
Urban Land Institute (ULI),
Panelist
Quoted in numerous
publications, e.g.:
5280
Magazine
Commercial Investment Real Estate Journal (November/December
2006)
Denver Rocky Mountain News (2/18/07) (Denver Post)
National Real Estate Investor (9/1/06)
Wall Street Journal, etc.
INTERNATIONAL ACTIVITIES
Travel: Throughout many parts of the world,
including, but not limited to:
USA mainland, Alaska; Hawaii.
Africa.
Canada.
Central/South America: Aruba, Argentina; Caribbean; Cape Horn;
Cayman; Chile; Colombia; Costa Rica;
Europe: Austria; Britain (England);
Cyprus; Denmark; Faroe Islands; Finland;
France; Germany; Greece; Iceland;
Ireland; Italy; Monte Carlo;
Netherlands; Newfoundland; Nova Scotia;
Norway; Portugal; Scotland; Spain;
Sweden; Wales.
Asia: China;
Czech Republic; Estonia; Hong Kong; Hungary; India; Indonesia; Japan; Lithuania; Malaysia;
Middle East: Abu Dhabi (UAE); Bahrain;
Dubai (UAE); Egypt;
Fujairah (UAE); Israel; Jordan; Muscat, Oman.
Pacific: Hawaii; Australia; New Zealand.
Lecture and/or Business: Including
and Vietnam (12/4-20/07). Abu
Dhabi (UAE), Bahrain, Dubai (UAE), Fujairah (UAE), and
Muscat,
Oman (3/15-22/08). India (12/08) (SCHEDULED).
Education: Teaching and/or educational work in countries
such as:
educational organizations on
an international basis such as FIABCI, International Education Division of the
National
Association of REALTORS®,
lecturing through the Center for Business Management, University of Denver;
papers
accepted for presentation in
Australia, Asia, New Zealand, Spain, Israel, etc.;
various
DELEGATION LEADER (PEOPLE TO
PEOPLE/CITIZENS’ AMBASSADOR PROGRAM):
People to People/Citizens’
Ambassador Program (Delegation Leader to
People to People/Citizens’
Ambassador Program (Delegation Leader to China/Hong Kong, 6/94).
People to People/Citizens’
Ambassador Program (Delegation Leader to Vietnam, 1995).
People to People/Citizens’
Ambassador Program (Delegation Leader to Australia/New Zealand, 1995).
People to People/Citizens’
Ambassador Program (Delegation Leader to Egypt, Jordan, Israel, 1996).
People to People/Citizens’
Ambassador Program (Delegation Leader to India, 1997).
People to People/Citizens’
Ambassador Program (Delegation Leader to
DELEGATION LEADER (
Delegation Leader (DU) to
Delegation Leader (DU) to
Delegation Leader (DU) to
Delegation Leader (DU) to
Delegation Leader (DU) to
Delegation Leader (DU) to
Delegation Leader (DU) to
Delegation Leader (DU) to
Delegation Leader (DU) to
Delegation Leader (DU) to
(8-8/03).
Delegation Leader (DU) to
Delegation Leader (DU) to
Delegation Leader (DU) to
Delegation Leader (DU) to
Vietnam (11-12/05).
Delegation Leader (DU) to Dubai (UAE), Jordan, Israel (3/17-27/06).
Delegation Leader Committee
(DU) to Belgium, England, France,
Ireland, Netherlands, Norway, Scotland
(8/20-30/06).
Delegation Leader Committee
(DU) to
Delegation Leader (DU) to
Delegation Leader to
(12/4-20/07).
DU/DCB/Burns Delegation Leader to Abu Dhabi (UAE), Bahrain, Dubai (UAE), Fujairah (UAE), and
Muscat,
Oman (3/15-22/08).
DU/DCB/Burns Delegation Leader to India (12/08). (SCHEDULED)
Organizations: FIABCI, NAR (International Section); Member
of NAR Committee on Development of
International Courses; Australasian, ICSC.
Conference; NACORE
International Council; International Association of Appraisers (IAA).
RESEARCH AND PUBLICATIONS:
ARTICLES:
ACCOUNTING (see also “TAX”)
Levine, Mark Lee, “Training
in Accounting for Non-Accounting Majors,”
(October, 1969). (Also the New York Times).
APPRAISAL (REAL ESTATE)
Levine, Mark Lee, “Legal
Aspects of Commercial Lending,” The Appraisal Journal, April, 1977.See
also
Miscellaneous Articles, supra.
Levine, Mark Lee, “Avoiding
Liability for Projections,” Journal of Property Management, IREM,
(October, 1985).
Levine, Mark Lee, “E & O
Insurance: The Appraiser’s Friend or
Foe?” Best paper selection for Education Trust
Society of Real Estate Appraisers, The Real Estate Appraiser
and Analyst (Summer, 1988).
Levine, Mark Lee,
“Discovering Information From Appraisers,” Journal of Real Estate Appraisal
and Economics #1,
49 (Spring, 1990).
Levine, Mark Lee,
“Appraisers Will Find Regulations on Charities Very Taxing,” 4 Journal of
Real Estate Appraisal
and Economics 51
(Fall, 1990).
Levine, Mark Lee,
“Appraisers’ Exposure in Charitable Contributions: Final Regulations Will Find Appraisers in a
Taxing Position,” 4 Journal
of Real Estate Appraisal and Economics #2, p. 45, (December, 1989).
Levine, Mark Lee, “The
Hallas Case—Discovering Information from Appraisers: Revisited,” 44 The Appraisal
Review 63, (1991).
Levine, Mark Lee,
“Appraisal-Legal Briefs,” NAR Appraiser Update: TREC; Appraiser as a Professional; etc.
Levine, Mark Lee, “Legal
Briefs - Appraisers and Privilege,” Appraiser Update 3, (July, 1993).
Levine, Mark Lee, “Appraisal
Reform,” 47 The Appraisal Review 35 (Fall, 1993).
Levine, Mark Lee,
“Limited-Scope Appraisals: A Time for
Reform,” 4 Appraisal Journal 471, (October, 1993).
Levine, Mark Lee, “Appraisal
vs. CMA: Another Euphemism?” 47 The
Appraisal Review 40 (1993).
Levine, Mark Lee, “Is an
Appraiser a Professional?” Appraiser Update (May, 1993).
Levine, Mark Lee, “Suing for
Your Fee Can Mean Trouble,” Appraiser Update (September, 1993).
Levine, Mark Lee,
“Extinction: Are Appraisers Headed for
Conference, Australasian Conference, (January, 1994).
Levine, Mark Lee, “Legal
Briefs - Emmons v. Brown,” Appraiser Update (November, 1993).
Levine, Mark Lee,
“Appraisers Work Toward Limited Scope Appraisals to Meet Demand,”
Journal 7 (December, 1993).
Levine, Mark Lee, “Appraisal
v. CMA: Is This A Rose By Another Name?”
Real Estate Valuation Magazine 34
(February, 1994).
Levine, Mark Lee,
“Appraisers Work Toward Limited-Scope Appraisals to Meet Demand,”
Journal (February, 1994).
Levine, Mark Lee, “Did the
Plaintiff Rely on the Appraisal?” Appraisal Update 4 (August, 1994).
Levine, Mark Lee, “Risk and
Reward: Russian Roulette or Different
Paradigms?” The Appraisal Journal 111 (January,
1995).
Levine, Mark Lee, “An Inside
Look at Appraisal Techniques in
1995).
Levine, Mark Lee, “Actual
Rents (vs) Modeled Rents,” Colorado Real Estate Journal (1/96).
Levine, Mark Lee, “Departure
Provisions: Right Decision, Inadequate Result!”
Real Estate Appraisers’ Liability,
Clark
Levine, Mark Lee,
“Environmental Issues,” Real Estate Appraisers’ Liability, Clark
(1994).
Levine, Mark Lee, “Does an
Appraiser Owe a Duty to a Third Party/VA Appraisal?” Real Estate Appraisers’ Liability,
Clark
Levine, Mark Lee, “Does an
Appraiser Owe a Duty to a Third Party/VA Appraisal?”(paper selected for ARES,
American Real Estate Society) (1/95).
Levine, Mark Lee, “Survival
of the Appraiser via Diversification,” Real Estate Appraisers’ Liability,
Clark Boardman
Levine, Mark Lee, “The Death
of Privity: Recent Decision (Soderberg),” Real Estate Appraisers’ Liability,
West
Group/Clark
Levine, Mark Lee, “Does an
Appraiser Owe a Duty to a Third Party?” Selected Paper, Appraisal Institute,
Levine, Mark Lee,
“Valuers’/Appraisers’ Exposure: A Contrast of
Issues,” Real Estate Appraisers’ Liability (September
1999).
Levine, Mark Lee,
“Valuers’/Appraisers’ Exposure:
Japan Real Estate Research (printed in Japanese)
(January, 2000).
Levine, Mark Lee, “How
Relevant Are Appraisals/Valuation Reports To International Real Estate
Transactions?”
Real Estate Appraisers’ Liability (2001).
Levine, Mark Lee,
“Appraisers’ Exposure In Connection With Charitable Contributions - Revisited,”
Real Estate
Appraisers’ Liability (2001).
Levine, Mark Lee, “Liability
Issues Facing Appraisers,” 2 The Appraisal Journal, p.146 (April, 2001).
Levine, Mark Lee, “How
Relevant Are Appraisal/Valuation Reports to International Real Estate
Transactions?”
Vol. 26, No. 3, pp. 54-63, Real Estate Issues (Fall
2001), co-authored with Dr. Jeffrey L. Engelstad.
Levine, Mark Lee, “Appraisal
Update: New Requirements for Charitable
Deductions Put Appraisers At Risk,”
Commercial Investment Real Estate Journal 20
(January-February 2007).
BUSINESS
Levine, Mark Lee and
Squillante, Alphonso, “Interest, Interest, Who’s Got the Interest?” Commercial
Law Journal,
December, 1968.
Levine, Mark Lee and
Squillante, Alphonso, “Interest, Interest, Who’s Got the Interest, Revisited,” Commercial
Law
Journal, April, 1969.
Levine, Mark Lee, “The RTC
and Tax Proposals: Rx For Another
Economic Disaster,” Commercial Investment Real
Estate Journal 5, (Spring, 1992).
FINANCIAL / FINANCIAL PLANNING
Levine, Mark Lee, “Don’t
Neglect Your Most Important Client:
You,” VIII Real Estate Business 6 (Winter, 1989).
Levine, Mark Lee,
“Prognostication: Economy Update,”
update on
Levine, Mark Lee, “Focus On the Economy: Real Estate Is Down: Let the Games Begin,” Real Estate Issues
42, CRE-
Counselors of Real Estate (Summer, 2003).
Levine, Mark Lee,
“Recovery: Are We There Yet?” Real
Estate Issues 54, CRE-Counselors of Real Estate (Fall, 2003).
Levine, Mark Lee, “Economic
Report Card: Prognostication,” Real
Estate Issues 37, CRE-Counselors of Real Estate
(Winter
2003-2004).
Levine, Mark Lee, and Segev,
Libbi Rose Levine, “Is Greenspan Wrong?” Real Estate Issues,
CRE-Counselors
of Real Estate (Spring, 2004).
Levine, Mark Lee, and Levine, Libbi Rose, "World Economies: Foreign Direct Investment in
Today,"
Global Perspectives in Real Estate (Fourth Quarter, 2004). (NAR-National
Association of REALTORS®).
Levine, Mark Lee, and Segev, Libbi Rose, “ 'Bube' - Is the Market A Bull Or A Bear?" Real Estate Issues,
Counselors
of Real Estate (Summer, 2004).
Levine, Mark Lee, "Economic Report Card: PROGNOSTICATION" (on
at
http://burns.dcb.du.edu/brerc/Prognostication.html
(1/05).
Levine, Mark Lee, and Segev, Libbi Levine, “An Economic Conundrum,” Global Perspectives in Real Estate
(Second Quarter 2005). (See NAR web site: http://www.realtor.org/ ). Shorter version of this article,
"A Potpourri of Economic Issues Impacting Real
Estate and the Rest of the World," was published
in Real Estate
Issues, Counselors of Real Estate
(Winter, 2004) (May, 2005).
Levine, Mark Lee, "Economic Report
Card: PROGNOSTICATION" (on
at
http://burns.dcb.du.edu/brerc/Prognostication.html
(8/05).
Levine, Mark Lee, "Economic Report
Card: PROGNOSTICATION" (on
at
http://burns.dcb.du.edu/brerc/Prognostication.html
(11/05).
Levine, Mark Lee, “Budget Deficit, Trade
Deficit, Savings Deficit and Monetary Policy Deficit:
‘Are
We OK?’ " Real Estate Issues, Counselors
of Real Estate (Fall, 2005).
Levine, Mark Lee, “The Certainty of
Uncertainty: The Economy," Real
Estate Issues, Counselors of Real Estate
(Fall-Winter,
2006).
Levine, Mark Lee, "Economic Report
Card: PROGNOSTICATION" (on
at
http://burns.dcb.du.edu/brerc/Prognostication.html
(5/06).
Levine, Mark Lee, “Budget Deficit, Trade
Deficit, Savings Deficit and Monetary Policy Deficit:
‘Are
We OK?’ " Real Estate Issues, Counselors
of Real Estate (Fall, 2005).
Levine, Mark Lee, "Economic Report
Card: PROGNOSTICATION" (on
at
http://burns.dcb.du.edu/brerc/Prognostication.html
(12/06).
Levine, Mark Lee, "Economic Report
Card: PROGNOSTICATION" “Mid-Year
2007 Real Estate Market: What
Have We Here?” (on Burns School web site) at http://burns.dcb.du.edu/brerc/Prognostication.html
(6/07).
Levine, Mark Lee, “Economic
Report Card: Prognostication: First Quarter, 2008: The Real Estate Market—
Softer
By the Day,” (on Burns School
web site) at http://burns.dcb.du.edu/brerc/Prognostication.html
(1/08).
Levine, Mark Lee, “Economic
Report Card: Prognostication: Entering 208:
The Real Estate Market,” (on
Burns School web site) at http://burns.dcb.du.edu/brerc/Prognostication.html (1/08).
INTERNATIONAL
Levine, Mark Lee, “Employee
vs. Independent Contractor: Are You
Laboring Under a False Assumption?” ARES,
Comments by Levine on
Levine, Mark Lee, “Real
Estate Issues in
Levine, Mark Lee, “An Inside
Look at Appraisal Techniques in
1995).
Levine, Mark Lee, “
Levine, Mark Lee
,“Australia/New
Levine, Mark Lee, “
Estate Issues 15 (8/97)
Levine, Mark Lee, “Global
Real Estate Investments: What Can’t Fit Within the Calculator,” PP&E (1998).
Levine, Mark Lee – as a
participant: “Southeast Asia
Re-Orients,” Commercial Investment Real Estate Journal 16
(July/August, 1998).
Levine, Mark Lee,
“Communistic Capitalism: Revisited
(CHINA),” (on DU/Burns School web site at:
http://www.dcb.du.edu/burns/publications.cfm
Mark Lee, and Levine, Libbi
Rose, “Foreign Direct Investment in
Global Perspectives in Real Estate (Fourth Quarter
2004). (See NAR web site:
http://www.realtor.org/Research.nsf/files/foreigninvestmentinus.pdf/$files/foreigninvestmentinus.pdf
).
Levine, Mark Lee, Segev, Libbi Rose
Levine, "Globalization For
All: Not 'If' But 'When' " Real
Estate Issues,
Counselors
of Real Estate (Fall, 2004). (March, 2005).
Levine, Mark Lee, "A Potpourri of Economic Issues Impacting
Real Estate and the Rest of the World," Real Estate
Issues,
Counselors of Real Estate (Winter, 2004)
(May, 2005).
Schneider, Mike, “Foreign
Buyers Drawn to
(Levine quoted in article).
Levine, Mark Lee, and Segev,
Libbi Levine, “An Economic Conundrum,”
Global
Perspectives in Real Estate
(Second Quarter 2005). (See NAR web site: http://www.realtor.org/ ). Shorter version of this article,
"A Potpourri of Economic Issues Impacting Real
Estate and the Rest of the World," was published
in Real
Estate Issues, Counselors of Real Estate
(Winter, 2004) (May, 2005).
Levine, Mark Lee, “Budget
Deficit, Trade Deficit, Savings Deficit and Monetary Policy Deficit: ‘Are We OK?’ ”
Real Estate
Issues, Counselors of
Real Estate (Fall, 2005).
Levine, Mark Lee, “The Impact of Cultural
Mistakes on International Real Estate Negotiations,” Real Estate Issues,
Counselors of
Real Estate (Fall, 2006). (See CRE web site: http://www.cre.org/publications/rei.cfm.)
Levine, Mark Lee, “The
Certainty of Uncertainty: The Economy,” Real Estate Issues, Counselors of Real
Estate (Fall-Winter, 2006). (See CRE web site:
http://www.cre.org/publications/rei.cfm.)
Levine, Mark Lee, “Avoiding Cultural Faux Pas in International Transactions,” Professional Report
(SIOR-Society of Industrial and Office Realtors) (Summer, 2007).
Levine, Mark
Lee, “China’s Explosive Growth Impacts the Global Economy,” Colorado Real
Estate
Journal (November 7-20, 2007).
Levine, Mark
Lee, “Doing Business in Another Country:
Watch Out for the Deal Killers!” 19 Real Estate
Educators Association Journal, 4 (Fall, 2007).
LAW (REAL ESTATE)
Levine, Mark Lee, “Law Firms
are Businesses, Too,” Concurrence and Dissents, 22 The Practical Lawyer
#3, p. 90
(April, 1976).
Levine, Mark Lee, Prior
Contributing Editor, RELJ.
Levine, Mark Lee, “Real
Estate Recovery Funds: Another Rainbow
with a Pot of Gold,” Real Estate Reporter (March,
1976).
Levine, Mark Lee, “Real
Estate Recovery Funds—Public Protection Against Broker Malpractice,” from the
Legislatures, 5 (#2) RELJ 166 (Fall, 1976).
Levine, Mark Lee, “A Recipe
for a ‘Due Process’ Explosion,” 82 Commercial Law Journal 2, p. 51
(February, 1977).
Levine, Mark Lee, “Home
Owner Warranty Programs as Insurance, 1978,” published in part, Rocky
Mountain Journal
(
Levine, Mark Lee, “Real
Estate Franchises and Legal Implications:
FTC Franchising Role,” Farm and Land Realtor
(April, 1980).
Levine, Mark Lee, “Tax
Implications of Shared Appreciation Mortgages,” 59 Taxes 7, p. 487, July, 1981;
(Reprinted in
part, 10 ABA Probate
and Property Journal, 3, p. 21 (Fall, 1981).
Levine, Mark Lee, “Real
Estate Malpractice: Areas of Liability,”
18 Trial 1, p. 33 (January, 1982).
Levine, Mark Lee,
“Singles/Mingles—Co-owners of Residential Property: Careful Legal Planning By Multiple
Owners is a Necessity,” 34 Farm and Land Realtor 11
(#9), October (1982).
Levine, Mark Lee, “The World
of Real Estate Agents’ Liability,” Risk Management Newsletter, (Winter,
1993).
Levine, Mark Lee, “E & O
Insurance: Coverage Denied for
Commercial Real Estate,” Appraiser Update (June, 1993).
Levine, Mark Lee, “What is
in Your Files May Become Public,” Appraiser Update (July, 1993).
Levine, Mark Lee, “Surveys
and Improvement Location Certificates: Who Needs Them?” paper presented to American
Society of Business and Behavioral Sciences (2/98).
Levine, Mark Lee, “Used
Surveys and Improvement Location Certificates May Violate the Law,”
Journal (September, 1999).
Levine, Mark Lee,
“lnvoluntary Conversions: Be Careful on
Replacement,” Colorado Real Estate Journal (10/4-17/00).
Levine, Mark Lee, “Cautious
Optimism Can Help Insulate Brokers,”
Levine, Mark Lee, Book
Review of Managing Government Property Assets: International Experiences, Real Estate
Issues, Counselors of
Real Estate (Fall, 2006). (See CRE web site:
http://www.cre.org/publications/rei.cfm.)
Crummy, Karen E.,
“Homebuyers Cede Rights,”
(Levine quoted in article.)
Levine, Mark Lee, “New Debt Relief Law: No Panacea,” Real Estate Educators
Association Journal , Real Estate
Educators
Association (Summer, 2008).
MISCELLANEOUS
Levine, Mark Lee, “New
Financing Techniques - Practical Problems and Tax Implications,” 7 Real
Estate Issues 25,
ASREC (Summer, 1982).
Levine, Mark Lee, “Expert
Witness - Have Your Day in Court,” Commercial Investment Real Estate Journal
52
(Spring, 1993).
Levine, Mark Lee, “Employee
vs. Independent Contractor: Are You
Laboring Under a False Assumption?” Real
Estate Appraisers Liability, Clark Boardman (1995).
Levine, Mark Lee, “Employee
vs. Independent Contractor: A Checklist
For Figuring Out Your Status With Uncle
Sam” Appraisal Review, National Association of
Independent Fee Appraisers (Winter, 1995)
Levine, Mark Lee, “Levine’s
ABCs Add Up To Lifelong Learning Pattern,” Colorado Real Estate Journal
(March 3-16,
1999).
Levine, Mark Lee, “Safe and
Secure,” (contributing author comments), Commercial Investment Real Estate
Journal 19
(May, 2001).
Levine, Mark Lee,“Y2K &
How It Affects Real Estate,” PP&E,
Levine, Mark Lee, “How to
Kill Deals: Impact of Cultural Issues on
Real Estate,” PP&E, Denver, Colorado (July,
1999).
Levine, Mark Lee, “How Has
Real Estate Been Impacted Since 9/11? An
Update,” PP&E,
Levine quoted in Denver
Rocky Mountain News regarding “Executive Program” (Mizel) (4/6/04).
Levine quoted in 5280
Magazine (re:
Levine quoted in “From the
Ground Up,”
Levine quoted in Denver
Rocky Mountain News regarding “NAIOP Challenge” Program (5/11/04).
Drummond, Sara, "Mastering Your
Future: Commercial Real Estate Pros
Weigh In On the Value of Advanced
Degrees
Versus Experience," Commercial Investment Real Estate Journal
(July-August, 2004).
http://www.ciremagazine.com (Levine quoted in article).
Levine, Mark Lee, “Alumni & Friends
Review," (Dr. Levine, editor), Burns School Newsletter (published
quarterly)
(5/30/05).
Jackson, Kim, “Giving Back: Students, School, Builders
and Charities Gain –
House Gives
Students Experience and
FORUM,”
Vol. 9 Journal of the
(Levine quoted in article).
Rebchook, John, “DU Builds On Real Estate Program,” Rocky
Mountain News (6/30/05) (Levine quoted in article).
Rebchook, John, “Real Estate Experts Burst Bubble:
(7/9/05) (Levine
quoted in article).
Levine,
Mark Lee, “Alumni & Friends Review," (Dr. Levine, editor), Burns
School Newsletter (published 3 times per
year) (6/30/06).
Phillips, Danyale, “Changing
Career Paths,” National Real Estate Investor (9/1//06). (Levine quoted in article).
Hankin, Larry, “Mark Lee Levine: Here Is the Man
at DU Who Is Behind the People Who Are Building the World –
Literally,”
Intermountain Jewish News (10/27/06). (Levine quoted in article).
Norbut, Jennifer, “A CCIM Earns
Distinction As A Leading Real Estate Educator,” CIREI-Commercial Investment
Real
Estate Magazine (11/12/06). (Levine quoted in article).
Norbut, Jennifer, “Honor Role: A CCIM Earns Distinction as a Leading
Commercial Real Estate Educator,”
Commercial
Investment Real Estate (CIREI, CCIM Institute) (November/December 2006). (Levine
featured in
article.)
Crummey, Karen E., “Homebuyers Cede Rights,”
(Levine quoted in article.)
Levine, Mark Lee, “Burns Review” (“Alumni & Friends Review,"
(Dr. Levine, editor), Burns School Newsletter
(published 3 times per year), Colorado
Real Estate Journal (4/18-5/1/07).
Jamieson-Nichols, Jill,
“CityBridge Takes DU To Top of Real Estate Challenge,”
(May
16-June 5, 2007). (regarding DU/DCB/Burns
School students and NAIOP Challenge).
Levine, Mark Lee, “Burns Review” (“Alumni & Friends Review,"
(Dr. Levine, editor), Burns School Newsletter
(published 3 times per year), Colorado
Real Estate Journal (7/18-31/07).
Hudgins, Matt, “Degrees of Success: Campus-Related Projects Earn High Marks From
Commercial Real Estate
Developers,” Commercial Investment Real
Estate Journal (July-August, 2007). (Levine was quoted in article.)
Hudgins, Matt, “School for Profits: College Real Estate Yields Lucrative
Investment Niche,” Global Real Estate
Monitor, produced by National
Real Estate Investor Magazine (July,
2007). (Levine was quoted in article.)
http://nreionline.com/globalrealestate/July_article2.html.
Arnoldy, Ben, “New Cash Idea For Homeowners,” The
Christian Science Monitor (July 12,
2007). (Levine was
quoted in article.) See http://www.csmonitor.com/2007/0712/p02s02-ussc.html?page=1
Gwyn, Owen, “FIABCI
University” (Paris, France) (August, 2007). (Levine was quoted.)
Athanasopoulos, Stephanie, “Professor Brings
Real-World Experience to DU,” Clarion
(November 6, 2007). (Levine
was quoted in article).
Rebchook, John, “Market Ills
To Go Beyond Housing,” Rocky Mountain News (11/9/07). (Levine was quoted in
article)
Levine, Mark Lee, “Burns Review” (“Alumni & Friends Review,"
(Dr. Levine, editor), Burns School Newsletter
(published 3 times per year), Colorado
Real Estate Journal (1/16-2/5/08).
Truong, Thanh, “HUD Chief
Resigns During Housing Crisis,” 9 News.com (April 1, 2008). (Levine was quoted
in
article.)
Thomas, Jan, “Real
Estate: Back To School: Slump Might Mean It’s School Time,” The
Denver Post, Sec. 1,
p.
6K (April 6, 2008). (Levine was quoted in article.)
Allen, Jaclyn, "Houses In 2007 Parade of Homes
Haven't Sold," (Levine was quoted), 7 News (4/17/08).
Rebchook, John, "Bear Market For New-Home
Sales," (Levine was quoted), Denver Rocky Mountain
News (4/22/08).
Bergen, Kathy & Dardick, Hal, "Cleanup May
Muddy Reese Deal," (Levine was quoted), Chicago Tribune
(7/10/08).
Wilkinson, Simone, "Fannie-Freddie Lifeline Puts
Taxpayers On the Hook," (Levine was
quoted)
(7/14/08).
Miller, Scott N., "Broker: Vail Valley Real Estate Slower, But Still
'Good' " (Levine was interviewed),
Vail Valley Daily (8/12/08).
Simons, Andrew, "Trash or Treasure?" (Levine
was quoted), Denver Post (8/23/08).
Levine, Mark Lee, "Letter from the Director"
- Burns Review Newsletter, CREJ-Colorado Real Estate Journal
(Winter, 2008).
PROPERTY MANAGEMENT (REAL ESTATE)
Levine, Mark Lee, “Avoiding
Confusion on Equipment Leases,” Journal of Property Management
(May/June, 1984).
SECURITIES (REAL ESTATE)
Levine, Mark Lee, “Liability
for Projections,” Journal Property Management 67 (September/October,
1985).
Levine, Mark Lee, “The Tax
Definition of an Association or a Partnership:
The Larson ‘Answer’,” 4 Real Estate
Securities and Syndications Institute Review (#7) 14
(1976).
Levine, Mark Lee, “When Will
‘Partnerships’ Be Treated as ‘Corporations’?” 5 Real Estate Securities and
Syndications Institute Review, #4, p. 1 (May, 1977).
Levine, Mark Lee, “The
Larson Case on Appeal,” RESSI Review (September, 1977).
Levine, Mark Lee, “The
Larson Case—Dismissed on Appeal—A Win for the Taxpayer?” 5 RESSI Review
10, p. 1
(November/December, 1977).
Levine, Mark Lee, “Disposing
of Syndication Property: Installment
Sales,” RESSI Review 1 (March, 1978).
Levine, Mark Lee, “The IRS
and Real Estate Shelters,” 1 The Real Estate Market Advisor 20 (January,
1982).
Levine, Mark Lee, “When Does
Real Estate Become a Security?” 1 The Real Estate Market Advisor 20
(January,
1982).
Levine, Mark Lee, “Tenancy In Common (TIC): A Security or a Real Estate Transaction?” Development,
NAIOP-
National
Association of Industrial and Office Properties 54-57 (Winter, 2006).
TAX (REAL ESTATE)
Levine, Mark Lee,
“Contingent Gifts of Land: What are the
Major Factors for Section 170 Deduction?” Journal
of Taxation, p. 275 (April, 1971).
Levine, Mark Lee,
“Contributions of Land to Governmental Bodies,” The
Levine, Mark Lee, “Why
Subchapter S Corporations Are Not Often Used in the Real Estate Field,”
p. 18.
Levine, Mark Lee ,“Minimum
Tax: Y’All Pay,”
Levine, Mark Lee, “Disposing
of Syndication Property: Installment
Sales and Wrap Around Mortgages—Pitfalls,” 6
RESSI Review, 1 #2 (March, 1978).
Levine, Mark Lee,
“Commission Income or Reduction of Basis,” RESSI Review, p. 1 (August,
1978).
Levine, Mark Lee,
“Tax-Deferred Exchanges of Limited Partnership Interests,” 7 RESSI Review,
#5 (November,
1979).
Levine, Mark Lee, “Certified
Historic Structures,” 1 The Investor #4 (October, 1979).
Levine, Mark Lee, “Starker
II on Appeal: Simultaneity in
Exchanges,” 58 Taxes 145 (February, 1980).
Levine, Mark Lee, “Multiple
Party Tax-Deferred Exchanges,” Real Estate Today (April, 1981).
Levine, Mark Lee, “An
Overview of the Installment Sales Revision Act of 1980,” 27 Practical Lawyer
#2, p. 11 (April,
1981).
Levine, Mark Lee, “Multiple
Party Exchanges: Recent Decisions
Support Flexibility Under Section 1031,” 59 Taxes
194, #3 (March, 1981).
Levine, Mark Lee,
“Exchanging and the ERTA of 1981,” Commercial Law Journal (1982).
Levine, Mark Lee, “New
Financing Techniques—Practical Problems and Tax Implications,” 7 Real Estate
Issues 25,
ASREC (March, 1982).
Levine, Mark Lee,
“Installment Sales, Wraps, and Mortgages in Excess of Basis,” Farm and Land
Realtor (December,
1982).
Levine, Mark Lee, “ERTA’S
Effect on Real Estate Exchanges,” Trusts and Estates (October, 1982).
Levine, Mark Lee, “The
Alternative Minimum Tax After TEFRA,” II Commercial Investment Journal 3
(Winter,
1983).
Levine, Mark Lee,
“Exchanging Interests in Partnerships Under Code Section 1031,” XVII Tax
Notes 649 (November,
1982); see also, Digest of Tax Articles (July, 1983).
Levine, Mark Lee, “The
Effect of the TEFRA of 1982 on Tax-Deferred Exchanges,” 5 Appraisal Review
Journal
(Winter, 1983).
Levine, Mark Lee, “Wraps—The
‘Hunt’ for an Escape of Mortgage Over Basis,” 4 Real Estate Securities
Journal 63
(Fall, 1983), issued 2/84.(See also 62 Taxes 271, #4,
April, 1984).
Levine, Mark Lee, “Tax
Planning Under the TRA of 1986,” CIREJ 5 (Fall, 1986).
Levine, Mark Lee, “Basket
Planning Under the TRA of 1986,” 592 The Appraisal Journal, AIREA.
Levine, Mark Lee, “Tax
Deferred Exchanges After TRA of 1986,” Journal Property Management, IREM
(November,
1987).
Levine, Mark Lee, “Tax
Reform and the Use of Tax Deferred Exchanges,” Journal of Property
Management 77
(November/December, 1987).
Levine, Mark Lee,
“Installment Sales: Avoiding Payments in
the Year of
Educators
Association Journal 49 (Summer,
1988).
Levine, Mark Lee, “Revenue
Act of 1987,” Commercial Investment Real Estate Journal VI 1 (First
Quarter, 1988).
Levine, Mark Lee, “Installment
Sales: Avoiding Payments in the Year of
Estate Educators Association
Journal 49 (Summer, 1988).
Levine, Mark Lee, “The
Demise and Resurrection of Installment Sales,” 13 Real Estate Issues 21,
ASREC (Winter,
1988).
Levine, Mark Lee, “‘Starker
Trusts’ and
Investment Journal 20 (Spring, 1989).
Levine, Mark Lee,
“Exchanging Your Property for Your Property!” 4 Corp. Real Estate Executive,
NACORE
(
Levine, Mark Lee,
“Exchanging Your Property for Your Property—Revisited,” Corp. Real Estate
Executive 59,
NACORE (September 1989).
Levine, Mark Lee, Current
and Quotable, “In Defense of Tax-Deferred Exchanges,” Tax Notes 1164 (
Levine, Mark Lee, “Passive
Loss Regulations,” Corp. Real Estate Executive 13 (January, 1990).
Levine, Mark Lee, “Moral and
Ethical Issues in Tax Liabilities for Real Estate,” NACORE, Corp. Real
Estate
Executive 24 (June, 1990).
Levine, Mark Lee, “The Bush
Capital Gain Proposal Indirectly Vitiates Installment
(
Levine, Mark Lee, “Changes
in Exchanges, Proposed Regulations,” Commercial Investment Journal 20
(Winter, 1991).
Levine, Mark Lee,
“Duck: Here Comes the Boot,” Commercial
Investment Journal (Spring, 1991); reprinted The
Journal of Real Estate Appraisal and Economics 57
(Winter, 1991).
Levine, Mark Lee, “Real
Estate Tax Laws as a Test of Moral and Related Issues (Ethics),” The
Australian Journal of
Property Research Vol. II, p. 165 (Modified
Format).(1991).
Levine, Mark Lee, “A
Proposal for Simplification of Tax-Deferred Exchanges,” 16 Real Estate
Issues 39
(Spring/Summer, 1991).
Levine, Mark Lee,
“Exchanging Realty: Final Regulations Issued on Debt Relief: Relief,” The
Journal of Real Estate
Appraisal and Economics 65 (Winter, 1991).
Levine, Mark Lee, “Changes
In Exchanges: Reunited-Proposed Regulations Are Finalized for Nonsimultaneous
Exchanges,” The Journal of Real Estate Appraisal and
Economics 69 (Winter, 1991).
Levine, Mark Lee, “Workouts
Through Tax-Deferred Exchanges,” 4 Real Estate Workouts and Asset Management
10,
WGL (10/92).
Levine, Mark Lee, “Major Tax
Proposals May Prove to Be a Godsend for Commercial Real Estate,”
News 3 (9/92).
Levine, Mark Lee, “Deferred
Exchanges Under Code 1031: Facilitator/Intermediary,” Exchanging Real Estate,
PP & E,
Levine, Mark Lee, “The
Omnibus Budget Reconciliation Act of 1993:A Summary of Its Impact on the
Commercial
Real Estate Industry,” SIOREF/Perspective 2 (January,
1994).This was the article selected and supported by
the SIOR Educational Fund (Society of Industrial and Office
Realtors).
Levine, Mark Lee, “IRS to
Consider Changing Rules About Selecting a Business Entity,”
10 (
Levine, Mark Lee, “Utilization
of Actual Income/Expenses vs. Projected Numbers for Tax Assessments,”
Real Estate Journal (9/95).
Levine, Mark Lee, “Its Time
Has Come: Eliminate Sec. 1031,”
Levine, Mark Lee,
“Tax-Deferred Exchanges: Following Tax
Reform,”
Levine, Mark Lee, “Property
Exchanges Create Tax Deferral,”
Levine, Mark Lee,
“Check-the-Box Regulations Allow for Selection of an Entity,” Real Estate
Issues 36 (Summer,
1998).
Levine, Mark Lee, “Tax
Deferral of Multiple Exchanges Under Code Sec. 1031,” TAXES: The Tax
Magazine,
Commerce Clearing House (CCH), (September, 1998).
Levine, Mark Lee, “The
Impact of Intermediate Bankruptcy on Like-Kind Exchanges,” Journal of
Property
Management,
Levine, Mark Lee, “Just Say
‘No’ to Reverse Exchanges” Exchanging Real Estate, PP&E (August,
1999).
Levine, Mark Lee, “Repeal
Case Sec. 1031: Appeal for Simplicity,” Exchanging Real Estate, PP&E
(August, 1999).
Levine, Mark Lee, “Caveat
Exchanger: ‘De Ja Vu All Over Again’,” Real
Estate Issues 46 (Summer, 2000).
Levine, Mark Lee, Tax Tips
for Commercial Real Estate: “Cautious
Optimism Can Help Insulate Brokers,”
Real Estate Journal (2000).
Levine, Mark Lee, “Tax Tips
for Commercial Real Estate: “Involuntary
Conversions: Be Careful on Replacement,”
Levine, Mark Lee, “Tax Tips
For Commercial Real Estate,” Real Estate Transactions, Tax Planning, The
West Group,
Levine, Mark Lee,
“Installment Sales: Tax Planning By Proper Timing and Allocation,” Real
Estate Transactions, Tax
Planning, West Publishing Co.,
Levine, Mark Lee, “Caveat
Exchanger: ‘De Ja Vu All Over Again’,” Exchanging
Real Estate, PP&E,
Levine, Mark Lee, “Cautious
Optimism Can Help Insulate Brokers,” Real Estate Transactions, Tax Planning,
West
Publishing Co.,
Levine, Mark Lee,
“Finally: An ‘Approved’ Process for
Reverse Exchanges,” Exchanging Real Estate, PP&E,
Levine, Mark Lee, “Finally
An ‘Approved’ Process For Reverse Exchanges,” Real Estate Transactions, Tax
Planning, The West Group,
Levine, Mark Lee, "Finally: An 'Approved' Process For Reverse
Exchanges," Real Estate Issues,
CRE-Counselors
of Real
Estate (Spring, 2001).
Levine, Mark Lee,
“Involuntary Conversions: Be Careful on
Replacement,” Real Estate Transactions, Tax Planning,
West Publishing Co.,
Levine, Mark Lee, “Tax
Planning Under Current Installment Sales Rules,” Real Estate Transactions,
Tax Planning,
West Publishing Co.,
Levine, Mark Lee, “Tax
Planning Under Current Installment Sales Rules,”
Levine, Mark Lee, Tax Tips
for Commercial Real Estate: “Tax
Planning Under Current Installment Sales Rules,”
Levine, Mark Lee, “It Is
Time to Bury the Estate and Gift Tax:
But Not At the Expense of Basis Adjustments,” Real
Estate Transactions, Tax Planning, West Publishing Co.,
Levine, Mark Lee, “Bury the
Estate Tax Without Killing Off Basis Adjustments,” Journal of Property
Management,
IREM-Institute of Real Estate Management (July-August, 2001).
Levine, Mark Lee, “By
Repealing the Basis Step-Up On Death, Did Congress Bury the Estate Tax or
Taxpayer?”
Real Estate Issues, CRE-Counselors of Real Estate
(Summer, 2001).
Levine, Mark Lee, “The Tax
Act of 2001: An Overview of Important Issues For Real Estate Practitioners,”
Real Estate Transactions,
Tax Planning, The West Group,
Levine, Mark Lee, “Real
Estate Tax Update Outline,” PP&E,
Levine, Mark Lee, “Taxpayer
Must Report 100% of LAWSUIT Recovery,” Real Estate Transactions, Tax
Planning,
The West Group,
Levine, Mark Lee,
“Complexity In the Federal Income Tax Law,” Real Estate Issues,
Counselors of Real Estate,
Vol. 27, No. 1 (Spring,
2002).
Levine, Mark Lee,
“Complexity In the Federal Tax Law,” Real Estate Transactions, Tax Planning,
The
West Group,
Levine, Mark Lee,
“Exchanging Fractional Interests and/or Tenancy In Common Interests,” Real
Estate Transactions,
Tax Planning, Thomson/West,
Levine, Mark Lee, "Tax Reform Without Concomitant
Tax Reform Is No Reform," Real
Estate Transactions,
Tax
Planning, The West Group,
Levine, Mark Lee, "
Journal
p. 19 (5/1-14/02).
Levine,
Mark Lee, "Change the Exchange Rules:
Use A Rollover Approach," paper presented to the
ARES-American Real Estate Society,
Professor Dr. Michael J. Crean on behalf
of Dr. Levine) (
Levine,
Mark Lee, "Dealers Interest Real Estate:
At Least Three (3) Big Problems," Real Estate Transactions,
Tax Planning, Thomson/West,
Levine,
Mark Lee, Levine, and Levine, Libbi Rose, "Dealers In Real Estate: At Least Three (3) Big Tax Problems,"
Real Estate Issues 38,
CRE-Counselors in Real Estate (
Levine,
Mark Lee, "Three Big Tax Problems Plague 'Dealers' In Real Estate,"
Journal (2/5-18/03).
Levine,
Mark Lee, "Change the Exchange Rules:
Use A Rollover Approach," Real Estate Transactions
Tax Planning, Thomson/West,
Levine,
Mark Lee, "Eliminating Gain From the
Real Estate Transactions, Tax Planning,
Thomson/West,
Levine,
Mark Lee, "It's Time to Simplify Like-Kind Exchange Rules," Tax
Notes/Tax Analysts (
Levine, Mark Lee, “Real
Estate Tax Update Outline,” PP&E,
Levine, Mark Lee, “Real
Estate Tax Update Outline,” PP&E,
Levine,
Mark Lee, "Tax Baedeker on Charitable Contributions After the JGTRR Act of
2003," Real Estate
Transactions, Tax Planning,
Thomson/West,
Levine, Mark Lee,
“Recovery: Are We There Yet?” Real
Estate Issues 54, CRE-Counselors of Real Estate (Fall, 2003).
Levine, Mark Lee, “Tax Shelters: Treasury Department, President Redefine Tax
Rules,”
Journal (March
3-16, 2004).
Levine, Mark Lee, “Tax Dirty
Dozen: IRS Aims at Tax Scams,”
Levine, Mark Lee, and
Levine, Libbi, “QRPTs: Planning for
Personal Residence and Family Issues,” Tax Notes
684 (May 10, 2004).
Levine, Mark Lee,
“Tax-Deferred Exchanges and Bankruptcy of the Qualified Intermediary: Lightning Strikes Again,”
Exchanging Real Estate, PP&E (2004).
Levine,
Mark Lee, "Tax Dirty Dozen: IRS
Aims At Tax Scams," CREJ-Colorado Real Estate Journal
(May
5-18, 2004).
Levine, Mark Lee, and Levine, Libbi Rose,
“Disregarded Entities Should Be Reviewed For Tax Purposes,"
CREJ-Colorado
Real Estate Journal (11/17-30/04).
Levine, Mark Lee, “Tax Loopholes,”
Exchanging Real Estate, PP&E,
Levine, Mark Lee, and Segev, Libbi Levine,
"Know Investment Exposure Areas," CREJ-Colorado Real Estate
Journal
(January 5-18, 2005). (co-authored with
Dr. Libbi Levine Segev, J.D., LLM).
Levine, Mark Lee, “Tax-Deferred Exchanges
and COST SEGREGATION: Benefits and
Pitfalls," and
“Charitable
Contributions and the Automobile: Riding
To A Deduction, on DU/Burns School web site at
http://www.dcb.du.edu/burns/ (2005)
Levine, Mark Lee, and Levine, Libbi Rose,
“Dealers In Real Estate: At Least Three
(3) Big Tax Problems,"
Real
Estate Transactions, Tax Planning, Thomson-West (2005).
Levine, Mark Lee, “Real
Estate Tax Update Outline,” PP&E,
Levine, Mark Lee, and Segev, Libbi Levine,
“Tax Dirty Dozen: IRS Aims At Tax
Scams," Real Estate
Transactions,
Tax Planning, Thomson-West (2005). (a
version of this article was printed in CREJ-
Levine, Mark Lee, and Segev, Libbi Levine,
"Reverse Exchanges: Modification of Position by IRS," Exchanging Real
Estate , PP&E,
Levine, Mark Lee, and Segev, Libbi Levine,
Esq., Zarret, Ed, CPA, and Allen, Ed, CPA "Cash Flow Produces Benefits
By
Accelerating Deductions via COST SEGREGATION," Real Estate
Transactions, Tax Planning,
Thomson-West
(West Publishing Company/The West Group) (2005).
Levine, Mark Lee, "Charitable
Contributions of the Automobile: Riding
To A Deduction," Real Estate Transactions,
Tax
Planning, Thomson-West (West Publishing Company) (2005).
Levine, Mark Lee, "QPRTs: Planning for Personal Residence and Family
Issues," Real Estate Transactions, Tax
Planning,
Thomson-West (2005).
Levine, Mark Lee, and Segev, Libbi Levine, Esq., Zarret, Scott, CPA, and Allen, Ed,
CPA, "Cash Flow Produces
Benefits By
Accelerating Deductions via COST SEGREGATION (Time Value of Money),"
American
Real Estate Society on computer disk from ARES Conference (4/05) (longer
article).
Levine, Mark Lee, and Segev, Libbi Levine,
“TAXES: New Production Activities,"
CREJ-Colorado Real Estate
Journal
(May 5-17, 2005). (regarding IRS Notice 2005-14).
Levine, Mark Lee, and Segev, Libbi Levine,
Esq., Zarret, Scott, CPA, and Allen, Ed, CPA, "Cash Flow Produces
Benefits
By Accelerating Deductions via COST SEGREGATION” (Time Value of Money),
on
Cyberspace Society web internet (May, 2005). See http://www.recyber.com “Library”
“Dr.
Mark Lee Levine.”
Levine, Mark Lee, "Exchanging
Fractional Interests and/or Tenancy In Common Interests," on Cyberspace
Society
web
internet (5/05). See http://www.recyber.com “Library” “Dr. Mark
Lee Levine.”
Levine, Mark Lee, "Reverse Exchanges:
Modification of Position by IRS," on Cyberspace Society web internet
(May,
2005). See http://www.recyber.com “Library” “Dr. Mark
Lee Levine.”
Levine, Mark Lee, "Tax-Deferred
Exchanges and Bankruptcy of the Qualified Intermediary: LIGHTNING Strikes
Again,
and Again," on Cyberspace Society web internet (May, 2005). See http://www.recyber.com
“Library”
“Dr.
Mark Lee Levine.”
Levine, Mark Lee, "Tax-Deferred
Exchanges and COST SEGREGATION: Benefits
and Pitfalls," on Cyberspace
Society
web internet (May, 2005). See http://www.recyber.com “Library” “Dr. Mark
Lee Levine.”
Levine, Mark Lee, and Segev, Libbi Levine,
“Notice 2005-14: Deduction Involving
Income Attributable to
Domestic Production Activities,” Exchanging
Real Estate , PP&E,
Levine, Mark Lee, and Segev, Libbi Levine,
“Revenue Procedure 2005-14: Merger Rule
(Code Section 121)
and the Tax-Deferred Exchange Rule (Code
Section 1031),” Exchanging Real Estate , PP&E,
Levine, Mark Lee, “Tax-Deferred Exchanges
and COST SEGREGATION: Benefits and
Pitfalls," Exchanging
Real
Estate , PP&E,
Levine, Mark Lee, "The Greatest Gift"
(QPRT), Vol. 4 The Residential
Specialist No. 3, p. 37, CRS-Council of
Residential
Specialists CRS (May-June, 2005).
Levine, Mark Lee, and Segev, Libbi Levine,
Esq., Zarret, Scott, CPA, and Allen, Ed, CPA, "Increase
Cash
Flow By Accelerating Deductions
Via COST SEGREGATION," Real Estate Educators
Association
Journal, REEA-Real Estate Educators Association (June, 2005). (shorter
article).
Levine, Mark Lee, “Alumni & Friends
Review," (Levine, editor), Burns School Newsletter (published 3 per year)
(6/30/05).
Levine, Mark Lee, and Segev, Libbi Levine,
“Recent Hurricanes: Owners Must Weigh Real Estate Tax Implications,”
CREJ-Colorado
Real Estate Journal (November 16-December 6, 2005).
Levine, Mark Lee, “2006: Keep Tax Changes In Mind,” CREJ-Colorado
Real Estate Journal (February 1-
February
14, 2006).
Levine, Mark Lee, “Alumni & Friends
Review," (Levine, editor), Burns School Newsletter (publish 2 per year)
(2006).
http://www.daniels.du.edu/burns/burnsreview.cfm
(Spring, 2006) (Summer, 2006) (Fall,
2006).
NAR-Radio Interview regarding Code Section 1031
Tax-Deferred Exchanges, sponsored by NAR-National
Association
of REALTORS® (Fourth Quarter, 2006) (on write-up on NAR Web site: http://nar.org).
Levine, Mark Lee, “Tenancy In Common (TIC): A Security or a Real Estate Transaction?” Development,
NAIOP-
National
Association of Industrial and Office Properties 54-57 (Winter, 2006).
Levine, Mark Lee, “The Certainty of Uncertainty: The Economy,” Real Estate Issues
46-51, CRE-Counselors of
Real Estate (Winter 2005-2006).
Levine, Mark Lee, “Good News: IRS Rulings Save Brokers From ‘Kickback’
Tax,” Colorado Real Estate Journal,
(September 5-18, 2007). http://www.crej.org.
Natarajan, Prabha, “Popular Property Investment Tool
Under Scrutiny,” Washington Business Journal
(October 12-18, 2007). (Levine was quoted in article on real estate
exchanges).
Levine, Mark Lee, "Can Real Estate
Practitioners Avoid Taxable Income From Commission Rebates? They
Can Now!” Vol. 20, No. 1, Real Estate Educators Association Journal,
p. 27-30, REEA-Real Estate
Educators Association (Winter, 2007).
Levine, Mark Lee, "Qualified
Intermediaries: Recent Defaults and
Bankruptcies: Code Section 1031,”
Exchanging Real Estate, PP&E,
Englewood, Colorado (2007).
Levine, Mark Lee, “Is the U.S. Treasury
and IRS Ready To Restrain Code Section 1031 Transactions?,”
Exchanging Real Estate, PP&E,
Englewood, Colorado (2008).
Levine, Mark Lee, “What Is Worse Than
Losing Your Residence? Taxable Income
From Financing of the
Principal Residence,” Real Estate
Transactions, PP&E, Englewood, Colorado (2008).
Levine, Mark Lee, “Is the U.S. Treasury
and IRS Ready To Restrain Code Section 1031 Transactions?,”
Exchanging Real Estate, PP&E,
Englewood, Colorado (2008).
Levine, Mark Lee, “What Is Worse Than
Losing Your Residence? Taxable Income
From Financing of the
Principal Residence,” Exchanging Real
Estate, PP&E, Englewood, Colorado (2008).
Levine, Mark Lee, "Can Real Estate
Practitioners Avoid Taxable Income?” Real Estate Transactions ,
PP&E,
Englewood, Colorado (2008).
Levine, Mark Lee, “TIC: An Update On the Securities Issue,” Exchanging
Real Estate, PP&E, Englewood,
Colorado (2008).
Levine, Mark Lee, “TICs: An Update On Their Tax Status,” Vol. 20 Real
Estate Education Journal,
REEA-Real Estate Education Association, (Fall,
2008).
=============
BOOKS
TEXT REVISIONS
Real Estate Transactions,
Tax Planning,
Thomson-West (2008)
Real Estate Appraisers’
Liability
(Supplement 2000)
Exchanging Real Estate, PP&E (2008)
International
Real Estate (Global Real Estate), Dearborn Publishing Co. (2004).
International
Real Estate (Global Real Estate), PP&E (2007).
BOOKS PUBLISHED (current)
Levine, Mark Lee, Exchanging
Real Estate, PP&E, Inc.,
1999, 2000, 2001, 2002, 2003, 2004, 2005, 2006, 2007 and 2008. See
also older version on-line at
http://www.recyber.com/library/levinebook
Levine, Mark Lee, Global
Real Estate (editor), Professional Publications and Education, Inc.
(PP&E),
Colorado (2001); new edition 2002; new edition 2003, new
edition 2004; new edition 2006.
Levine, Mark Lee, (editor) International
Real Estate (Global Real Estate), Dearborn Publishing Company
(2004).
Levine, Mark Lee, (editor) International Real Estate (Global Real
Estate), PP&E (2007).
Levine, Mark Lee, Real
Estate Transactions, Tax and Related Consequences, West Publishing Company,
1973,
supplemented, 1974; second edition, 1976, second supplement,
1978; third supplement, 5/79; fourth
supplement, 4/80.(Prior official text of numerous groups, e.g.
RESSI).Third hardbound, 1981, 1982 and 1983
supplements; 1984 fourth edition, softbound 10/84; 1987 fifth
edition; 1988 sixth edition; 1990 seventh
edition; eighth edition, 1991; ninth edition, 1993-94; tenth
edition, 1995; eleventh edition, 1997-1998;
twelfth edition,1998; thirteenth edition, 1999; fourteenth
edition, 2000; fifteenth edition 2001; sixteenth
edition 2002;
seventeenth edition 2003; eighteenth edition 2004; nineteenth edition 2005;
twentieth
edition 2006; twenty-first edition 2007; twenty-second edition
2008.
BOOKS PUBLISHED (prior)
Levine, Mark Lee, Real
Estate Appraisers’ Liability, PP&E, Inc.,
Callaghan, 1991; Supplement, 1992; Supplement, 1993;
Supplement, 1994; Supplement, 1995; Supplement,
1996; Supplement, 1997; Supplement, 1998; Supplement, 1999;
Supplement, 2000.
Levine, Mark Lee, A CPA’s
Liability, The Local Practice, Colorado Society of CPA’s, 1976.Revised
5/77; Revised
1978; Revised 5/79; Revised 1980.
Levine, Mark Lee, Appraisal
of Real Estate, Contributing Author, (10thEdition), Appraisal Institute,
1992;Contributing Author (11th ed., 1996); contributing
material (12th edition, 2002)..
Levine, Mark Lee, Builder’s
Liability (PP&E), 1980.
Levine, Mark Lee, Business
and the Law, West Publishing Company, January, 1976.
Levine, Mark Lee, Business
and the Law, Instructor’s Guide and Student Manual, West Publishing
Company, 1976.
Levine, Mark Lee,
Levine, Mark Lee, Exchanging
Real Estate, PP&E, Inc.,
1999, 2000, 2001 and 2002.Also on
web at:http://www.recyber.com/library/levinebook
Levine, Mark Lee, Handbook
of Real Estate Law (PP&E) by Levine & Levine 1978; Revised 1979.
Levine, Mark Lee, Installment
Sales of Real Estate, (PP&E) (1982).
Levine, Mark Lee, International Real Estate (Editor and Co-Author) (was "Global
Real Estate"), Dearborn Publishing,
Levine, Mark Lee, Landlords’
and Owners’ Liability (PP&E), 1979; 1980; (sold also by IREM).
Levine, Mark Lee, Real
Estate Appraisers’ Liability, PP&E, Inc.,
Callaghan, 1991.Supplement, 1992; Supplement, 1993; Supplement,
1994; Supplement, 1995; Supplement,
1996;Supplement, 1997; Supplement, 1998; Supplement, 1999;
Supplement, 2000.
Levine, Mark Lee, Real
Estate Exchanges, 1980.Published by PP&E; text published, Realtors
National Marketing
Institute,1981.Supplemented, 1985, 1987.
Levine, Mark Lee, Real
Estate Fundamentals, West Publishing Company, and Instructor’s Manual,
1976.
Levine, Mark Lee, Real
Estate Fundamentals, Student Workbook, West Publishing Company, 1976.
Levine, Mark Lee, Real
Estate Securities, An Introduction, Colorado Society of CPA’s, 1977;
Revised 1978; Revised
1979; Revised 1980; New Edition, Professional Publications and
Education, Inc., 1982.(Recommended Study
Source, NASD Exam).Revised, 1985.
Levine, Mark Lee, Real
Estate Taxation, Tax Problems and Tax Clauses (PP&E), 1979.
Levine, Mark Lee, and
Weatherwax, Real Estate Tax Planning, Colorado Society of CPA’s, 1980.
Levine, Mark Lee, Real
Estate Tax Shelter—Desk Book,
printing and update 1978; Supplement, 1979.(Official text of
RESSI, etc.) (Third edition, 1982).
Levine, Mark Lee, Real
Estate Transactions, Tax and Related Consequences, West Publishing Company,
1973,
supplemented, 1974; second
edition, 1976, second supplement, 1978; third supplement, 5/79; fourth
supplement, 4/80.(Prior official text of numerous groups, e.g.
RESSI).Third hardbound, 1981, 1982 and 1983
supplements; 1984 fourth edition, softbound 10/84; 1987 fifth
edition; 1988 sixth edition; 1990
seventh
edition; eighth edition, 1991; ninth edition, 1993-94; tenth
edition, 1995; eleventh edition, 1997-1998;
twelfth edition,1998; thirteenth edition, 1999; fourteenth
edition, 2000; fifteenth edition 2001; sixteenth
edition 2002.seventeenth edition 2003; eighteenth edition 2004;
nineteenth edition 2005; twentieth
edition 2006; twenty-first edition 2007.
Levine, Mark Lee, Realtors’
Liability (PP&E) 1978.Published in new format by Ronald Press—John
Wiley & Sons,
Inc., 1979; Second printing, 1980.
Levine, Mark Lee, Review
Manual for the Colorado Real Estate Examination, Kendall/Hunt Publishing
Company,
1972.
Levine, Mark Lee, Review
Manual for the Multi-State and Uniform Real Estate Examination, Advantage,
1975.
LICENSES /
MISCELLANEOUS
(current and/or past)
Advisory boards, publishing
Appraisal: Certified Appraiser—Counselor, AA-CA; CRA;
MAI; SREA; CO General Cert.; GAA
Arbitrator—various
panels
Auto Dealer
Commercial: CCIM, MAI, SREA, CRE
Consulting: Chartered Financial Consultant;
IARFP/RFPM; CRE;MREC: Master, Real Estate Consultant
(National Institution Real Estate
Consultants)
Expert Witness—various
courts, State and Federal
Featured in (1) “Profiles of
Success: CCIMs Who Inspire Excellence,”
CI Journal 34 (Fall, 1991);
(2) National Association
of REALTORS®, International Section, etc.
Insurance: CLU, Broker for 5 lines of insurance
International: CIPS – Certified International Property
Specialist
Investment Counseling: ChFC; CRE
Investments: RNMI, CCIM; SRS; RLI; ALC; CRE
Land: AFLM/ALC
Law: American Bar Association; Colorado Bar
Association; Denver Bar Association
Law:
Lender’s License
Management: IREM/CPM
MREC: Master, Real Estate Consultant (National
Institution Real Estate Consultants)
Martindale-Hubbell, Inc.,
Rated
Media: Various presentations and interviews on
television, radio, magazines and newspapers
Partner: numerous partnerships, corporations, and real
estate investment groups (UAI)
President: numerous corporations
President and Chairman,
Levine, Ltd., Realtors; President and Chairman Levine & Pitler, P.C.,
Attorneys
Proprietary Schools
Real Estate: Broker
Securities/syndications
(real estate):
State Board for Community
Colleges and Occupational Education
State and Federal Courts,
qualified as Tax-Accounting, Securities, Real Estate (Law, Finance, Brokerage, Business,
etc.)
Expert—admitted as an expert
in various courts
Tax: LLM; CCIM
SYLLABUS / MISCELLANEOUS
AICPA, Real Estate Tax
Seminar Material.
Ambassador: to
Appraisal Foundation, AQB,
Committee on CAP,
Appraisal Institute, Chair,
MAI-MBA Program
Appraisal Newsletter,
Contributor, NAR Appraisal Update (see articles in 1993 and 1994 editions)
Arbitrator/Mediator
Assisted on chapters in Lee
Fusillier’s Real Estate.
Author of numerous articles
(see above)
Author of numerous seminar
courses and outlines (Builders’ Liability; Landlords’-Owners’ Liability; Real
Estate
Appraisers’ Liability; Real Estate Tax
Update (1976 to present; Tax Planning for Professionals; etc.)
Author of numerous syllabi
university courses
Author of Tax Tips (short
tax articles) 1976-1984; present
Author (contributing): Gaudio, Arthur, Real Estate Brokerage Law,
published by West, 1987 (reproduced part from
Real Estate Transactions, Tax Planning,
by Levine, Chapter 14, dealing with income taxation of brokered real estate
transactions)
Author (contributing), Loss
Prevention for the Professional (Seminar 10/81; published 8/82); Standing
Comm.on
Lawyers Prof. Liability, 1982.
Author (contributing), Real
Estate Exchange, Probus Publishing Company,
Author of Tax Tips (short
tax articles) 1976-1984; present
Featured in “Marketing to
the Melting Pot: near and Far,” Development,
NAIOP-National Association of Industrial
and Office Properties (Summer, 2003).
Media:(Interviewed by
various radio hosts):KNUS radio ,
(
Journals (Buildings, Money Magazine,
etc.), on issues as to
Legislative proposals, tax, law, real
estate developments, etc.NAR Commentaries on tax proposals, trends in real
estate, education, etc.
Mediation
NAR, Committee Chairs,
Leadership Meeting,
Newsletters, for Realtors
and other organizations; University of Denver—Crean, Levine, Shinn.(Real Estate
Construction Management);
RESSI-Colorado, numerous articles (e.g., “The Bark is The Bite,” 4/85);
“Syndicators Feel the Tax Impact
of Proposals,” 1/85; Various other newsletter articles, including CI Council
9/85 Letter, etc.;
numerous articles yearly
(Colorado Real Estate Journal, Burns School Review, etc.).
Outline, “Taxation of
Property Transactions,
Presentations for
Alumni Friends events, Burns Society events; Burns Fellow
events; etc.)
Papers (for National
Association of REALTORS® meetings, various topics); Estate and Gift Tax; Real
Estate Aspects of Tax
Reform.
Participant, “Business
Ethics in a Competitive Environment,” Shooting From the Lip, Public Television,
KBDI-TV 12
(11/98)
Prepared tax material for
part of Colorado Real Estate Manual.
Presentations to NACORE,
Real Estate Securities and
Syndications, An Introduction, Colorado Society of CPA’s, 1977,
Questions/Answers.
Reunion Committee,
Review of Real Estate Desk
Book,
Reviews: including Warren,
Gorham and Lamont; Clark Boardman; Real Estate; RESSI Review; RESSI Journal;
West;
Real Estate Education Company others; texts such as Willis,
McKee; Bittker, Eustice, Krendl, Guerin;
Blumenthal, Kuntz, Hicks, Jarchow, etc; Reviewer for RESSI
Journal, IREM Journal, CI Investment Journal,
Real
Estate Issues.
Syndications, Investments,
and Taxation, material for Real Estate Securities and Syndications Institute,
1976, revised
1977—1981.
Tape (audio and video) for
numerous presentations, including Real Estate Financing, National Practice
Institute
University of Colorado, Tax
Factors of Real Estate, University of Colorado, 1974; Revised 1976; also Tax
Factors,
Advanced.
Video and audio programs
published by Educational Marketing Corporation on Real Estate Tax Update, Real
Estate Liability, etc.
SEMINARS / LECTURES
(past and/or present)
Lectures/Papers
In General
Lecturer on various topics
in real estate principles, law investment, appraisal, business law, tax,
international real
estate investments, etc., for the
following organizations:
· Young Lawyers Group
· Colorado Society of CPA’s—Numerous
Talks
· See below
Featured Speaker, various
Colorado Chapter of Colorado Society of CPA Meetings also out-of-state for CPA
Societies, e.g.,
(Estate Planning for Executives);
(CPA Liability)
University of
Colorado/CAREB, Special Tax Update paper
Colorado Society of CPA’s,
Shenkin/Levine Syndications Seminar
Board of Realtors, Women’s
Council
Adult Special Education
Private Lectures, National
Association of REALTORS®, Real Estate Securities and Syndications Institute
Mortgage Bankers Association
University of
Denver/Beaumont Center
Aurora Board of Realtors,
“Tax Consideration of Salespeople”
Greater
RESSI, out-of-state Real
Estate Tax and Securities (e.g.,
National Association of REALTORS®—meetings
throughout
Various programs for Burns
School Events, Daniels College of Business, UNIVERSITY OF DENVER
Pre-1977
See Separate Listings
1977
Aurora Board, RE TAX
(4/8/77).
RESSI, Tax Committee
Chairman
‘CPA’s’ Liability and the
1976 Tax Reform Act”, Colorado Society of CPAs
Estate Planning, CPA Tax
Refresher
“Planning for Real Estate
Transactions,” National Accounting Association (Real Estate Tax and Investments).,
Continuing Legal Education Seminar, Securities Section,
Colorado Bar (4/29/77).
“CPA’s Liability in
Securities, and in Taxation,”; “Real Estate Securities,”
“A CPA’s Liability When Dealing with Audits,
Securities, and Tax Advice,” Security Section of Colorado Bar (talk)
(5/19/77).
Midwest Business
Administration Association (paper) (3/77).
“Planning for Real Estate Transactions,”
Continuing Legal Education,
“Real Estate Securities as
They Apply to Sales People,” (paper 5/6/77).
“The Larson
‘Answer’,” (paper 5/77).
American Business Law
Association GRI program,
“Real Estate Tax Update,”
CCIM Super Session,
“Realtors’ Liability,”
Executive Seminars,
1978
“CPA Liability,” Alaska
Society of CPA’s,
“Real Estate Exchangers,”
CCIM (talk),
Denver Board of Realtor’s
Speakers Bureau
“Real Estate Liability,”
Rocky Mountain Federation,
“Real Estate Liability,”
“CPA Liability,”
Industry Seminars for Major
Real Estate companies, groups, etc.
CCIM Super (Tax) Session,
CCIM, Destine,
“Arounds,”
“Realtors’ Liability,”
Kiwanis Club,
“Realtor’s Liability,” CCIM
(8/78).
“CPAs Liability,”
Penton Learning Systems,
various seminars
“Real Estate Securities,”
CPA Tax Shelter Conference,
“Tax Reform Act, Structuring
your Transactions,”
Session, Real Estate Tax (12/78).
1979
“Real Estate Tax Problems,”
National Executives Symposium (5/79).
Numerous talks on various
subjects throughout the
etc.).
“Real Estate Securities,”
RESSI,
Speaker’s Bureau,
“Licensees’ Liability,”
“Revenue Act of 1978,” Super Sessi