Brian Nelson

• Oversaw the creation and execution of new real estate syndication and DST sponsorship programs, focusing on market expansion and investor engagement.
• Constructed detailed buying model that outlines targeted expense ratios, cap rates, and pricing ranges tailored to specific markets and asset types.
• Investigated competitive trends and compiled market insights to establish effective strategic positioning for new sponsor.
• Fostered critical collaborations and reinforced existing connections to ensure successful outcomes for initial product launches.
• Achieved a seamless integration of teams across various departments, enhancing collaboration in accounting, sales, investor relations, office management, and asset management. Implemented strategic hiring practices that fostered the development of operationally effective teams throughout the organization. Delivered recruitment solutions that notably increased team performance across multiple sectors.
• Developed collaborative relationships with key stakeholders to accelerate business growth and expand market presence.
• Delivered comprehensive organizational documents for PPMs and loans through collaboration with counsel and team members. Produced effective marketing materials and executed thorough underwriting due diligence to enhance investment readiness. Established data rooms that enabled successful launches of new investment initiatives.
• Developed and implemented strategies with senior leadership team to instill an investor-centric mindset, driving innovation and performance accountability within the organization.
• Crafted an in-depth strategy for building an exceptional investor relations team, focusing on optimizing every unique engagement opportunity with investors.
• Developed and delivered compelling presentations to retail investors at broker-dealer conferences and TDA events, enhancing company visibility.
• Increased employee satisfaction and retention through the development of a positive workplace culture. Secured a great place to work award in 2022, with 97% employee affirmation of positive workplace conditions.
• Engaged with asset management teams to articulate strategic philosophy and mentor on the development of initial, mid-term, and long-term exit strategies for various offerings.
• Implemented strategies to optimize investment outcomes and strengthen relationships with retail investors, fostering loyalty.
• Cultivated relationships and established partnerships, growing selling group from 10 broker-dealers to over 45 broker-dealers and RIAs in four years.
• Established a reputation as a leading communication firm during the crisis by delivering impactful webinars that effectively calmed investor concerns.
• Executed acquisition strategies resulting in $500 million in multi-family and student housing assets, enhancing firm portfolio and investment capacity.
• Enhanced investor relations by growing the firm to over 2,500 investors, achieving recognition for superior responsiveness and streamlined paperwork management.

• Collaborated with co-founder to initiate and implement new sponsorship venture in 2007.
• Executed targeted marketing approach to enhance investor engagement via retail seminars, addressing challenges posed by reduced activity in 1031 brokerage sector.
• Crafted and executed diverse marketing collateral, encompassing brochures, summaries, PowerPoint decks, follow-up materials, direct mail, email campaigns, and radio campaigns, aimed at successfully introducing the brand to the market.
• Recruited, coached, and trained a high-performing retail sales team specializing in 1031 exchanges.
• Raised over $450 million across 39 unique offerings and 38 properties to enhance asset growth for NBPRE
• Earned distinction as 129th fastest growing company nationwide by Inc. 500 in 2017, with a notable 4th place ranking in real estate category.
• Co-directed the establishment of Nelson Brothers Property Management and Nelson Brothers Construction Management. Oversaw the launch of property management and construction management initiatives.
• Developed and implemented recruitment strategies that increased selling group from one broker-dealer to over 30 within a decade.

• Founded Managing Broker-Dealer department for WPS, securing contracts with 5 sponsors covering retail, office, multi-family and student housing
• In MBD capacity, raised money through Broker-Dealer channel, creating and establishing selling group for each sponsor
• Closed on more than $300 million on 14 TIC syndicated properties, raising more than $140 million
• Created retail base of more than 300 clients, with over 75% re-investing in additional projects within one year

• Conducted market analysis and developed targeted go-to-market strategies for three new product launches within initial twelve months.
• Developed and executed comprehensive marketing strategies for three product lines, ensuring alignment with revenue goals exceeding $500 million annually.
• Assessed market trends to strategically adjust product positioning and tailor messaging for target audiences.

Provided exceptional service in a part-time server role to support educational expenses for undergraduate and graduate studies.