Greer Advisors, LLC

 Innovators in Real Estate Analytics
 
   Public Speaking and Consulting

Everett (Allen) Greer is the managing member of Greer Advisors, LLC. He is a national authority on real estate valuation, risk assessment, real estate data/information systems and regulations for appraisal and real estate lending. He has spoken across the country before numerous real estate conferences, organizations, brokerage firms and other meetings, including the Los Angeles and San Francisco Federal Reserve Boards, Lee & Associates, CBRE, Grubb & Ellis, Charles Dunn, CCIM, SIOR, AIR, MBA, RMA (Risk Manager’s Association), Appraisal Institute, ASA (American Society of Appraisers), CREW, International Right of Way, and accounting and attorney organizations. Since forming Greer Advisors in 2009, he has also spoken nearly two dozen times as an outside real estate economist for Bank of America, and once spoke before the 4th grade math class at Rossmoor Elementary School on the topic of “The History of Banking.” He is often quoted in newspapers and journals. Mr. Greer’s lectures typically cover commercial real estate and the capital markets (i.e. CMBS, REITs, derivatives), property valuation, automated valuation modeling, model validation, risk rating / indexing techniques, regulatory requirements for financial institutions related to commercial real estate lending / appraisal, and a variety of real estate topics.

During his career, Mr. Greer has been involved in nearly every aspect of commercial real estate, including land acquisition, construction, development, leasing, sale, appraisal, lending and securitization.

Until January 2009, Mr. Greer was the Director of Research for the Real Estate Risk Assessment (RERA) division of Bank of America. His areas of responsibility included development and management of the bank’s Real Estate Research platform, including related web sites and SQL servers. The bank’s Real Estate Research platform provided associates throughout the globe with access to nearly all major real estate data and related economic and demographic data, including numerous analytic resources for commercial real estate forecasting. In this role, Mr. Greer was often dubbed as “the person who spent more and knew more about commercial real estate data than anyone on the planet.” Mr. Greer was also the author of the bank’s Corporate Appraisal Policy, and managed the bank’s automated tax-based valuation platform, which valued 6,000-8,000 commercial properties per year. He served as the Global Risk Project Manager for the Countrywide acquisition, focusing on risk assessment, compliance metrics and best practices. Mr. Greer advised CEO Ken Lewis NOT to close the transaction without a loss-share agreement from the Feds.

While with the bank, Mr. Greer published numerous market forecast reports, served on various commercial real estate risk rating committees, created various ad hoc market forecast /portfolio analysis reports, developed loan prospecting tools, and was the Chair of the Associate Focus Group for Bank of America’s Enterprise Credit & Market Risk.

Mr. Greer joined Bank of America in 1991, held a variety of management positions including Southwest US Regional Manager for the Commercial Appraisal Group, and was responsible for the bank’s real estate research from 2001-2009. Prior to joining Bank of America, Mr. Greer held management and senior positions in the real estate consulting divisions of PKF Consulting, Bank of California (i.e. U.S. division of Mitsubishi) and First Nationwide Bank. From 1978-1985, Mr. Greer held management positions with two construction and development firms, and simultaneously managed Greer Construction (B-492406). Mr. Greer received both his Masters of Real Estate Development (MRED) and Bachelor of Science in Business from the University of Southern California. He holds an MAI designation from the Appraisal Institute, and serves on the Ethics and Counseling Panel and Experience Review Panel. He also holds the FRICS designation from the Royal Institution of Chartered Surveyors (based in London). He holds a general building contractor’s license, a real estate broker’s license, and is a member of the Society of Real Estate Research. He has held positions on the Leadership Steering Committee of United Way and with Habitat for Humanity. Mr. Greer managed Little League Baseball teams from 2004 through 2011. He served on the board, most years as Treasurer, with his local little league. His last 6 years, he managed the Yankees in Northwest Downey Little League (www.nwdll.org). After 8 years of playing, his son decided to retire his glove & cleats, and took up Jazz Band and Marching Band. Allen has been chaperone and band roadie for numerous events.

The following list represents a partial list of some of Mr. Greer’s speaking / teaching engagements for the past few years:

The remainder of this page is always under construction as more speeches and presentations are constantly being added.

Typically, 50-75 percent of Mr. Greer's presentations are posted. Presentations to investors and investment companies seeking advice are not posted. Presentations to banks regarding appraisal, appraisal review, compliance and portfolio monitoring products are generally not posted.

PDF of Mr. Greer's Speaking Bio:

DOC of Mr. Greer's Speaking Bio:


Date Group / Sponsor Location URL File
PENDING YOUR COMPANY YOUR LOCATION N/A Pending
05/17/2017 Long Beach Commercial Real Estate Council LONG BEACH, CA
05/05/2017 Union Bank - The Private Bank SAN GABRIEL, CA N/A
04/20/2017 Federal Reserve Board / SCA / RMA LOS ANGELES, CA N/A
04/06/2017 SCA / RMA / Dept. Fin. Inst. PHOENIX, AZ N/A
03/31/2017 Federal Reserve Board LOS ANGELES, CA N/A
03/27/2017 KOR NEWPORT BEACH, CA N/A
02/14/2017 CREPOC NEWPORT BEACH, CA N/A
05/26/2016 Federal Reserve Board / SCA / RMA DENVER, CO N/A
05/03/2016 Federal Reserve Board / SCA / RMA LOS ANGELES, CA N/A
04/07/2016 SCA / RMA / Dept. Fin. Inst. PHOENIX, AZ N/A
02/11/2016 CREPOC NEWPORT BEACH, CA N/A
01/28/2016 Appraisal Institute GARDEN GROVE, CA N/A
10/28/2015 Federal Reserve Board / SCA / RMA LOS ANGELES, CA N/A
10/21/2015 Federal Reserve Boad - Internal Examiners VIRTUAL - DIAL IN
09/24/2015 Risk Managers Association (RMA) LOS ANGELES, CA N/A
02/10/2015 Commcl RE Professionals of OC SANTA ANA, CA N/A
01/27/2015 International Right of Way Assoc. (IRWA) COMMERCE, CA N/A
01/22/2015 Appraisal Institute GARDEN GROVE, CA N/A
01/21/2015 Commercial Real Estate Women (CREW) LOS ANGELES, CA
01/08/2015 CCIM SANTA ANA, CA
09/12/2014 Appraisal Institute CEDAR RAPIDS, IA N/A
08/21/2014 Appraisal Institute IRVINE, CA
05/28/2014 Appraisal Institute NEEDHAM, MA N/A
04/09/2014 Federal Reserve Board LOS ANGELES, CA
02/13/2014 CCIM NEWPORT BEACH, CA N/A
02/11/2014 Commcl RE Professionals of OC SANTA ANA, CA N/A
08/19/2013 KOR COSTA MESA, CA N/A
04/11/2013 Broker Exchange NEWPORT BEACH, CA
02/19/2013 CCIM NEWPORT BEACH, CA N/A
01/24/2013 Appraisal Institute GARDEN GROVE, CA N/A
01/23/2013 Associated Industrial Realty (AIR) LOS ANGELES, CA N/A
01/08/2013 Confidential Bank Client IRVINE, CA N/A Confidential
12/10/2012 Bank of America LOS ANGELES, CA N/A
09/12/2012 Commercial Real Estate Women (CREW) SANTA MONICA, CA N/A
09/06/2012 Confidential Bank Client PASADENA, CA N/A Confidential
06/28/2012 Bank of America SAN DIEGO, CA N/A
04/26/2012 City National Bank LOS ANGELES, CA N/A
01/26/2012 Appraisal Institute GARDEN GROVE, CA N/A
12/08/2011 Bank of America LAS VEGAS, NV N/A
12/01/2011 Bank of America LOS ANGELES, CA N/A
11/17/2011 Federal Reserve Board LOS ANGELES, CA N/A Pending
11/15/2011 Bank of America ORANGE, CA N/A
11/08/2011 Bank of America CHARLOTTE, NC N/A
10/28/2011 Federal Reserve Board SAN FRANCISCO, CA N/A
10/27/2011 Bank of America SEATTLE, WA
10/19/2011 Bank of America - Webinar NEW YORK, NY N/A
10/18/2011 Community Bankers of LI & Apprsl. Inst. LONG ISLAND, NY N/A
10/13/2011 Lee & Associates - Nat'l Conference LAS VEGAS, NV N/A
08/25/2011 Appraisal Institute - (VFR) Val Fin Rptg LOS ANGELES, CA N/A Pending
08/17/2011 Appraisal Inst. National - VFR LAS VEGAS, NV N/A
08/15/2011 Appraisal Inst. National - Rebuilding CMBS LAS VEGAS, NV N/A
07/14/2011 Society of Industrial and Office Realtors NEWPORT COAST, CA N/A N/A
06/23/2011 Federal Reserve Board LOS ANGELES, CA N/A
06/21/2011 Bank of America PORTLAND, OR N/A
05/10/2011 Commcl RE Professionals of OC SANTA ANA, CA N/A
05/03/2011 Bank of America RENO, NV N/A
04/29/2011 Bank of America SAN JOSE, CA N/A
04/07/2011 Appraisal Institute - Special Purpose Properties DOWNEY, CA N/A
03/16/2011 American Society of Appraisers LOS ANGELES, CA N/A
02/09/2011 Appraisal Institute - Spring Conference SAN DIEGO, CA N/A N/A
02/09/2011 Grubb & Ellis - National Conference SAN DIEGO, CA N/A
02/04/2011 LB Commcl RE Council LONG BEACH, CA N/A
01/20/2011 Appraisal Institute CERRITOS, CA
12/15/2010 Bank of America LOS ANGELES, CA
12/02/2010 Bank of America LAS VEGAS, NV
11/16/2010 Bank of America COSTA MESA, CA
10/20/2010 Charleston Trident Realty Board CHARLESTON, SC N/A
09/09/2010 Appraisal Institute SAN DIEGO, CA N/A
06/28/2010 K.O.R. IRVINE, CA N/A N/A
04/28/2010 Bank of America RENO, NV N/A
04/19/2010 California Assessors Association VENTURA, CA N/A
03/09/2010 Commcl RE Professionals of OC SANTA ANA, CA N/A N/A
01/21/2010 Appraisal Institute CERRITOS, AZ N/A
12/10/2009 Bank of America PHOENIX, AZ
12/09/2009 Bank of America LOS ANGELES, CA
12/02/2009 Bank of America LAS VEGAS, NV
11/13/2009 Bank of America ORANGE COUNTY, CA
10/17/2009 CCIM / IREM Success Series HONOLULU, HI N/A
09/21/2009 Charles Dunn Company, Inc LOS ANGELES, CA N/A
09/17/2009 Appraisal Institute PLEASANTON, CA N/A
09/15/2009 RealShare Incisive Media DALLAS, TX N/A
08/26/2009 Los Angeles County Assessor LOS ANGELES, CA N/A
05/26/2009 Rossmoor Elementary - 4th Grade Math Class LOS ALAMITOS, CA N/A
05/21/2009 Society of Industrial and Office Realtors NEWPORT BEACH, CA N/A
05/21/2009 Appraisal Institute (virtual) PHILADELPHIA, PA
N/A
05/14/2009 Amer. Soc. of Apprsrs, Appraisal Institute PASADENA, CA N/A
03/18/2009 California Association of Mortgage Brokers PASADENA, CA N/A
03/10/2009 Commercial Real Estate Women (CREW) LOS ANGELES, CA N/A
02/03/2009 CCIM - Los Angeles Chapter LOS ANGELES, CA N/A
01/29/2009 Appraisal Institute CERRITOS, CA N/A
01/27/2009 International Right of Way Assoc. (IRWA) COMMERCE
01/22/2009 CCIM - San Diego Chapter LA JOLLA, CA N/A
12/10/2008 Bank of America LOS ANGELES, NV N/A
12/04/2008 Bank of America LAS VEGAS, NV N/A
11/24/2008 Charles Dunn Company LOS ANGELES, CA N/A
11/13/2008 Bank of America ORANGE, CA N/A
11/12/2008 Bank of America PHOENIX, AZ N/A
11/07/2008 Long Beach Commercial Real Estate Council LONG BEACH, CA N/A
11/05/2008 American Armenian Real Estate Association GLENDALE, CA N/A
10/30/2008 SIOR - National Convention MINNEAPOLIS, MN
10/22/2008 Associated Industrial Realty (AIR) ORANGE, CA N/A
10/15/2008 CB Commercial SAN GABRIEL, CA N/A N/A
09/25/2008 Society of Industrial and Office Realtors LOS ANGELS, CA N/A
09/24/2008 Lee & Associates SAN DIEGO, CA N/A
07/19/2008 Appraisal Institute CERRITOS, CA N/A
05/21/2008 Appraisal Institute PHILADELPHIA, PA N/A N/A
05/13/2008 Commercial Brokers RIVERSIDE, CA N/A
02/20/2008 Appraisal Institute FORT WASHINGTON, PA N/A
02/13/2008 Real Estate Research Council DALLAS, TX N/A N/A
01/09/2008 American Armenian Real Estate Association GLENDALE, CA N/A N/A
12/04/2007 Bank of America LOS ANGELES, CA N/A
11/02/2007 Appraisal Institute DALLAS, TX N/A N/A
09/25/2007 Royal Institution of Chartered Surveyors LOS ANGELES, CA N/A N/A
08/03/2007 Lee & Associates COMMERCE, CA N/A
07/27/2007 Appraisal Institute PLEASANTON, CA N/A
12/08/2006 Appraisal Institute BERLIN, CT N/A N/A
09/28/2006 Appraisal Institute ROANOKE, VA N/A N/A
09/27/2006 Appraisal Institute RICHMOND, VA N/A N/A
06/29/2006 Appraisal Institute MILWAUKEE, WI N/A
05/12/2006 Appraisal Institute PORTLAND, ME N/A N/A
04/07/2006 Appraisal Institute TIGARD, OR N/A N/A
07/09/2005 Long Beach Commercial Real Estate Council LONG BEACH, CA N/A
05/11/2005 Lee & Associates COMMERCE, CA N/A
05/04/2005 Cushman Wakefield LOS ANGELES, CA N/A N/A
04/15/2005 Risk Managers Association LOS ANGELES, CA N/A
10/13/2004 Lee & Associates COMMERCE, CA N/A
05/10/2004 Continuing Legal Education TAMPA, FL N/A
02/18/2004 DAUM Real Estate LOS ANGELES, CA N/A
04/11/2003 Risk Managers Association LAS VEGAS, NV N/A
11/22/2002 BAC - T.O.D. / Developer Conference CHARLOTTE, NC
06/13/2002 Georgia Society of CPAs ATLANTA, GA N/A


Address:
Greer Advisors, LLC
633 West Fifth St., US Bank Tower, Suite 2600
Los Angeles, CA 90071

Tel.:           213.985.3800
Fax:           213.985.3900

New York:  646.867.1600   /   San Francisco:  415.233.6300   /   Los Angeles:  213.985.3800   
   Dallas:  214.347.7500   /   Miami:  786.629.9600   /   San Diego:  619.618.2500

Copyright© 2009-2017 Greer Advisors, LLC

Questions / Comments:
EAG@GreerAdvisors.com


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