Services and Core Competencies
Major Portfolios  
About Us  
Contact Us  

Professional Staff

  David Levy

David Levy David Levy is Senior Vice President, Valuation at NewTower Trust Company and leads the Center of Excellence for Valuation which provides valuation services across the combined North American real estate platform of Sun Life Investment Management (SLIM), Bentall Kennedy and NewTower. David leads a team of professionals based in Boston, Washington, DC, Toronto and Vancouver which oversees the property valuation process and results for the direct real estate private equity and debt investment portfolios across North America in accordance with specific fund and client valuation procedures. In addition, he and his team provide real-time market intelligence for North American and global markets, as well as tactical investment recommendations relative to asset and property cycles. David joined the NewTower team from SLIM where he served as Managing Director, Head of Real Estate Research and Valuation, since May 2011.

David has over 25 years of experience in the real estate sector. Prior to joining Sun Life, David was Global Head of Research and Investment Underwriting for Pembroke Real Estate, a private equity division of Fidelity Investments. He was also formerly founder of Milestone Investment Research, Director of Research at Liberty Real Estate, a division of the Liberty Financial Companies, and a senior consultant at Laventhol & Horwath.

David is a CFA charterholder, a member of The Counselors of Real Estate (CRE) and board member, as well as incoming President for the New England Chapter, a Member of the Appraisal Institute (MAI), a Member of the Royal Institute of Chartered Surveyors (MRICS), and an associate member of the Urban Land Institute (ULI). David holds a Bachelor of Arts in Environmental Geography from Middlebury College and earned a MA in Real Estate and Urban Analysis from the Warrington College of Business Administration at the University of Florida.

<< Back to Professional Staff