Nelson Brothers

Issuer Rating
(5/5) OVERALL RATING.

This five star rating is an aggregate of feedback provided by verified licensed financial advisors.
(5/5) EXPERIENCE
(5/5) COMMUNICATION
(5/5) INDUSTRY ADVOCACY
(5/5) FINANCIAL STANDING
(5/5) LEGAL STANDING
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Nelson Brothers

Nelson Brothers

Company Overview

Since its inception in 2007, Nelson Brothers has acquired and managed over $240 million in assets through the acquisition of 19 student housing properties and 3 assisted living properties across 9 states. Nelson Brothers focuses on targeted growth opportunities and value-added investments for its clients through capital improvements, cost efficiency, and revenue maximization. Its entities include Nelson Brothers Professional Real Estate LLC, Nelson Brothers Property Management LLC, and Nelson Brothers Construction Management LLC.

Contact Information

Address: 16B Journey, Suite 200
Aliso Viejo, CA 92656
Email: info@Nelson-Brothers.com
Website: www.Nelson-Brothers.com
Office: 949-916-7300
Fax: 949-916-7311

Key Executives


President and Chief Executive Officer

Mr. Nelson is over the acquisition, financing and asset management for NBPM and directs more than $225 million in the company’s student housing portfolio of properties. Prior to forming Nelson Brothers, Mr. Nelson with his brother raised nearly $100 million in equity for the acquisition of 17 student housing complexes, totaling over $300 million across the southeastern US. He earned a B.S.degree in finance from Brigham Young University and an MBA from Utah State University. He has held series 7, 24, 63 and 65 registrations and currently is a California RE broker.


Co-President and Chief Marketing Officer

Mr. Nelson has extensive real estate experience and been directly involved in acquiring real estate projects valued at over $300 million. Additionally, he has a proven track record of identifying and syndicating properties that historically have proved a distinct competitive advantage of maintaining value from business and macro-economic cycles. Mr. Nelson worked as a product marketing manager for VERITAS and Symantec Software (NA SDA Q:SYMC) where he specialized in marketing strategy, business development and product positioning. He has a B.A. from UTU , an MBA from BYU and holds a series 7 and 63 registrations.


Vice President and General Counsel

Prior to joining Nelson Brothers, Mr. Wettengel worked in private practice as an attorney for several prestigious law firms on the West coast representing Fortune 500 companies including national financial institutions, private real estate developers, mutual fund advisers, hedge and insurance funds and tenant-in-common syndicators. He also served as general counsel for a number of start-ups in emerging industries. Mr. Wettengel is responsible for overseeing all legal aspects of the company, including asset acquisition and due diligence, debt and equity financing, construction and development, private placements and offering memoranda and compliance. He has a B.A. from BYU and Juris Doctorate (JD) from the UCLA School of Law.

Strategy

NBPM’s strategy is to focus on assets that cater to growing demands, in particular niche industries such as assisted living or collegiate housing that they believe to be stable and less correlated to market fluctuations. Further, NBPM considers both target demographics (college students and the elderly) desirable demographics.

Products

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Due Diligence Documents

Due Diligence Report

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Formation & Legal Documents

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Offering Documents

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FINRA Notice Regulatory

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Rating Summary
First Review Date
Reviewed Item
Nelson Brothers Professional Real Estate LLC
Author Rating
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