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William J. Levy

William J. Levy
Senior Director/Founder

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​Mr. Levy has 46 years in commercial real estate investment and finance. He has directed, entitled and financed more than $10 billion of multifamily and commercial real estate throughout the United States. Mr. Levy has worked with local, state and federal agencies to joint venture and develop mixed use projects in redevelopment areas that have revitalized downtown markets, adding condominiums, apartments and offices, thereby, creating desirable neighbors for people to live, work and shop.

In 2013, he participated in the resurgance of single tenant, net lease real estate properties and subsequently organized pools of these property types into Investment Income Funds.  Their re-packaging created high quality , conservative investments which generate reliable and consistent income.  It is now one of the fastest growing sectors in the real estate industry.

Mr. Levy has been the Major Shareholder and Chairman of the Board for two public companies: Santa Barbara County Bank, with assets exceeding $1 billion.  He pioneered the packaging and marketing of mortgage/backed loan securities to institutional and private investors.

Mr. Levy Co-Founded American Restaurants, Inc., which owned & operated numerous dinner house concepts and several hundred fast food service restaurants.  In his role as Chairman, he developed and instituted management strategies and worked with major Wall Street Banks to secure equity capital and long term financing.

Mr. Levy graduated from Santa Barbara City College, then attended the UCLA’s Business & Finance Graduate Program. In recognition of his civic contributions the Chamber of Commerce, twice, awarded him “Business Leader of the Year”.  Also, he was voted Santa Barbara’s  “Most Influential Business Person” and further recognized for the betterment of Santa Barbara’s Central Business District, receiving the “Presidents Cup for the National Circle of Cities award.

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