Financial Poise

About David Levy

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David Levy is a Managing Director for Keen-Summit Capital Partners and Summit Investment Management and leads Chicago/Midwest operations for the combined company. He is responsible for all aspects of business development and execution in connection with the company’s distressed debt acquisitions and opportunistic credit transactions, plus real estate brokerage and auction, investment banking, and lease modification and restructuring services. David has more than 17 years’ experience in real estate advisory and transaction experience, with particular expertise in workout, bankruptcy, and other special situations. David holds both the Certified Commercial Investment Member (CCIM) and Certified Auctioneers Institute (CAI) designations, making one of fewer than fifty professionals in the United States to hold both. He is a frequent speaker and moderator on real estate restructuring programs, the 2025 President of the Turnaround Management Association Chicago/Midwest Chapter, and has held various leadership roles on the American Bankruptcy Institute Real Estate Committee.


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Financial Poise Contributions

  • Single Asset Real Estate Cases Webinar premiered on March 20, 2025 Webinar Series: Ethical Issues In Real Estate-Based Bankruptcies 2025
  • Insider Lease Agreements Webinar premiered on February 22, 2025 Webinar Series: Ethical Issues In Real Estate-Based Bankruptcies 2025
  • Valuing Real Estate Assets Webinar premiered on January 23, 2025 Webinar Series: Ethical Issues In Real Estate-Based Bankruptcies
  • Single Asset Real Estate Cases Webinar premiered on March 20, 2024 Webinar Series: Ethical Issues In Real Estate-Based Bankruptcies
  • Insider Lease Agreements Webinar premiered on February 21, 2024 Webinar Series: Ethical Issues In Real Estate-Based Bankruptcies
  • Valuing Real Estate Assets Webinar premiered on January 25, 2024 Webinar Series: Ethical Issues In Real Estate-Based Bankruptcies
  • Single Asset Real Estate Cases Webinar premiered on March 22, 2023 Webinar Series: Ethical Issues In Real Estate-Based Bankruptcies
  • Insider Lease Agreements Webinar premiered on February 22, 2023 Webinar Series: Ethical Issues In Real Estate-Based Bankruptcies
  • Valuing Real Estate Assets Webinar premiered on January 24, 2023 Webinar Series: Ethical Issues In Real Estate-Based Bankruptcies
  • Single Asset Real Estate Cases 2022 Webinar premiered on March 22, 2022 Webinar Series: Ethical Issues in Real Estate-Based Bankruptcies 2022
  • Insider Lease Agreements Webinar premiered on February 22, 2022 Webinar Series: Ethical Issues in Real Estate-Based Bankruptcies 2022
  • Valuing Real Estate Assets Webinar premiered on January 25, 2022 Webinar Series: Ethical Issues in Real Estate-Based Bankruptcies
  • Single Asset Real Estate Cases 2021 Webinar premiered on March 23, 2021 Webinar Series: Fairness Issues in Real Estate-Based Bankruptcies 2021
  • Insider Lease Agreements 2021 Webinar premiered on March 3, 2021 Webinar Series: Fairness Issues in Real Estate-Based Bankruptcies 2021
  • Valuing Real Estate Assets 2021 Webinar premiered on January 26, 2021 Webinar Series: Fairness Issues in Real Estate-Based Bankruptcies 2021
  • Single Asset Real Estate Cases 2020 Webinar premiered on March 17, 2020 Webinar Series: Ethical Issues in Real Estate-Based Bankruptcies 2020
  • Valuing Real Estate Assets 2020 Webinar premiered on March 4, 2020 Webinar Series: Ethical Issues in Real Estate-Based Bankruptcies 2020
  • Insider Lease Agreements 2020 Webinar premiered on February 18, 2020 Webinar Series: Ethical Issues in Real Estate-Based Bankruptcies 2020
  • The Commercial Broker's Perspective Webinar premiered on May 13, 2019 Webinar Series: Real Estate Leasing Dumbed Down 2019
  • The Commercial Tenant’s Perspective Webinar premiered on April 8, 2019 Webinar Series: Real Estate Leasing Dumbed Down 2019
  • The Commercial Landlord's Perspective 2019 Webinar premiered on March 12, 2019 Webinar Series: Real Estate Leasing Dumbed Down 2019