Company revs up for sales to exceed $60M by year-end.
Aliso Viejo, California—Southern California-based NB Private Capital, LLC, has increased their staff with the addition of three new executives, according to an announcement from NBPC Managing Director Jason Kjellson. David LeVine joins the team as Director of Capital Markets for the Northwest and Central regions, Ken Johnson as Director of Capital Markets for the Southeast Region and Brad Davidson as Internal Sales Desk Manager.
“2018 has been a resounding success for NB Private Capital and with the addition of David, Ken, and Brad, as well as those brought in to strengthen our client services team, our firm is prepared for the next phase of growth,” said Kjellson. “We are strong, committed and proud of our new team members.”
As a founding member of the Tenant-in-Common (TIC) and Delaware Statutory Trust (DST) community since its inception in 2002, David LeVine has been a member of the Nelson Brothers/NB Private Capital sales team since early 2016. Working with broker dealers, RIAs, family offices and financial advisors all over the country, he has, to date, raised or assisted in the acquisition of over $1.1 billion in private placement investor equity. As a degreed accountant, LeVine has 10 years of experience as a fee-based financial advisor trained in Modern Portfolio Theory.
Ken Johnson’s previous positions in the financial industry included the areas of Fixed Income portfolio management, Performance Measurement and Attribution, working as a Financial Risk Manager, Non-Traditional Asset Manager, Due Diligence Officer for an IBD, as well as having National Account and Wholesaling experience. He is a Financial Risk Manager-Certified by the Global Association of Risk Professionals and holds FINRA series 6,7,63,66 and Research Analyst 86 and 87 licenses.
Brad Davidson joins the Capital Markets Division of NB Private Capital, LLC, as Internal Sales Desk Manager bringing the expertise of transactional and real estate experience gained over the course of 13-plus years in operationally intensive roles in commercial real estate banking. He is also knowledgeable in the areas of sales, credit risk, structured finance and asset management. In his new role with the company, Davidson will be supporting all sales and marketing efforts for the regional directors and principals within the company. He holds FINRA series 22 and 63 licenses.
“Since our re-introduction to the investment world as NB Private Capital, LLC, we have completed the CP Cincy and Element syndications and have launched two new programs. Year-to-date we have raised approximately $60 million and are on pace to nearly match what we raised as compared to a far less eventful 2017,” stated NB Private Capital Founder and President Brian Nelson. “Ken, David and Brad add to the team that propelled Nelson Brothers Professional Real Estate to one of Inc. 500’s top five fastest growing real estate firms in the country over the last three years. These additions, as well as other key expansions in our client services, asset management and accounting teams, build on our commitment to performance, communication and relationships.”
Looking to the future, Nelson added, “The lessons of the last 11 years have set the goal for our future. Our resolve to help our investors and selling partners stands at the forefront of our thinking to build a world-class team of professionals.”
About NB Private Capital, LLC
NB Private Capital, LLC, offers individual investors indirect ownership interests in institutional quality, professionally managed real estate. The company, recently founded by Nelson, focuses on what it believes to be well-positioned, current income-producing properties, targeted growth opportunities and value-added investments for its clients through targeting capital improvements, cost efficiency and revenue maximization. NB Private Capital specializes in the acquisition, financing and ownership of real estate investments in the niche area of student housing. NBPC currently manages over $600 million in multi-family housing real estate.
For more information about NB Private Capital, LLC, please contact Brian Nelson, Founder, at Brian@NBprivatecapital.com
All investment involves risk of loss of some or all principal invested. Past performance is not inclusive of future results. There is no guarantee that any investment model will perform as targeted. Securities offered through Emerson Equity LLC, Member FINRA/SIPC only in states where Emerson Equity LLC is registered or operating pursuant to exemption from registration. NBPC and Emerson Equity LLC are not affiliated.