About us

CLEARWATER PRIVATE INVESTMENT is a highly specialized firm that occupies a unique niche within the Iberian real estate market. 

Our professionals average twenty years of experience. 

Our business model is based on the purchase of  real estate assets requiring the application ofvalue-added measures to permit the later sale of these same assets at considerably higher prices. We manage these assets to meet the specific demands of the market within the real estate cycle. 

For this reason, Clearwater does not focus exclusively on one type of real estate asset. We apply our time-tested, knowledge-basedmethodology to any type of real estate asset in Spain or Portugal.

James Levy is an international investment advisor, business development consultant and a financial services entrepreneur with over twenty five years of experience in international wealth management.

James Levy. Director

He is also a pioneer in the emerging field of secured lending as an alternative to traditional fixed-income as a source of consistent, attractive, low-volatility returns for investors.

 

He began his career in 1991 at Merrill Lynch International Private Bank in Madrid, Spain as a Financial Consultant, and left Merrill Lynch in 2003 as a Senior Vice President to co-found Private Wealth Advisors, a boutique investment advisory firm acquired by Spain´s Banco Inversis in 2009. 

James is a speaker, writer and champion of secured lending as a source of consistent and predictable returns for investors. Additionally, he is familiar with the investment regulatory requirements in both Europe and the US for European and American citizens and residents.