Practice Focus: Global research and strategic planning, portfolio risk management, and property valuation & investment underwriting.
A Closer Look
David Levy is an innovative and strategic global real estate investment executive focused on delivering performance and managing risk. He has held senior positions and lead teams within prominent real estate investment management firms throughout his career. David Levy is a Managing Director of Portfolio Management and Research & Strategy at BentallGreenOak. He guides the strategic direction for the US equity real estate portfolio of the Sun Life General Account and supplies oversight for the Sun Life US mortgage portfolio. David is a senior member of the Research & Strategy team at BentallGreenOak focusing, in particular, on the development of a research-driven approach to data analytics. He also leads a team of professionals based in Toronto and Vancouver that oversees the property valuation process for the company’s private real estate direct equity investment portfolios across Canada. Through these efforts, David and his teams provide market intelligence for North American and global markets, as well as tactical investment recommendations relative to asset and property cycles.
- Designations and Certifications
- Chartered Financial Analyst
- Fellow of the Royal Institution of Chartered Surveyors
- Metro Areas
- Boston-Cambridge-Quincy (MA-NH)
- District of Columbia