Senior Vice President, Capital Markets
Patrick Lam joins NB Private Capital as the Senior Vice President of Capital Markets in the Northern California Area. With 16-plus years in capital markets, Lam has held similar roles at Griffin Capital, MetLife Investors, AIG SunAmerica and Nationwide Annuities. He brings to the team a wealth of experience in fundraising and fund structuring and has raised over $1.2 billion. Lam and his family live in San Mateo, California. He holds a BS in Management Science of Economics from The University of California, San Diego.
Phone: 1 (650) 862-2820
Senior Vice President, National Accounts
Phone: 1 (813) 785-1305
Email: [email protected]
Senior Accountant
As a Senior Accountant, Christine Wu will ensure the integrity of NBPC’s accounting information. A graduate of California State University with a BS in accounting, Wu brings three years of experience of progressive accounting experience. Her career began with a staff accountant position at ILY Enterprise Inc. As a property accountant at Smartstop Assets Management, she prepared monthly financial packages for 20 properties with variances analysis, supported integration of new acquisitions and helped coordinate all property tax payments.
Phone: 1 (949) 540-9164
Email: [email protected]
Senior Vice President, Asset Management
As Senior Vice President of Asset Management, James Hogen will oversee the asset management of several student housing properties in the NB Private Capital portfolio. He has over 13 years of institutional Class-A multi-family asset management experience and specializes in the student asset class.
Before joining NBPC, Hogen established an asset management program for a high-growth $500M student and senior portfolio encompassing over 3,000 apartment beds. The portfolio delivered both yield and capital appreciation to investors. Over the course of the career, he has covered an institutional multi-family asset management portfolio of over 7,500 units of core, value-add and development assets. His experience also includes managing analytics and valuation for over $3B of institutional medical office, retail, industrial, office and multi-family assets. He holds a BS in finance from the University of Maryland at College Park and is a LEED AP.
Phone: 1 (949) 540-9341
Email: [email protected]
Assistant Controller
After nearly 20 years as an accountant, Jennifer Scofield has deep experience in office, industrial, and multi-family properties. She has managed REIT and other portfolios, prepared budgets, and audited properties with multi-million dollar revenues. In her most recent position, Scofield managed a portfolio of 12 multi-family properties totaling 3,500 units, including leasing up and stabilizing. She holds a Bachelor of Accounting degree from Cal Poly Pomona.
Phone: 1 (949) 667-9065
Email: [email protected]
Senior Accountant
Dan Tayles brings more than 25 years of experience in accounting and tax management to the NB Private Capital team. Before joining NBPC, he was a tax manager for Daymark Realty Advisors and Nelson Brothers Professional Real Estate and Property Management. His responsibilities included overseeing federal and state tax compliance and reporting for tenant-in-common owned properties. As controller for NBPC, Tayles maintains monthly accounting operations, month end close, financial statement analysis and tax compliance. He has been a CPA in California since 1990 and received his bachelor’s degree in business with an emphasis in accounting from California State University, Fullerton.
Phone: 1 (949) 540-9288
Email: [email protected]
Manager, Investor Relations
Connie Racewicz brings a wealth of experience and knowledge to her new position as Manager of Investor Relations. She has held executive administration positions at financial firms, non-profit companies, and in the entertainment and cultural arts sectors. Some of her experience includes helping to build multi-million dollar financial portfolios, building strong client relationships, and overseeing administration projects. In her position at NB Private Capital, LLC, Racewicz will be working directly with the investors and their financial advisors to handle client transactions, monitor and distribute quarterly reports and maintain all written communications and financial statements.
Phone: 1 (949) 540-9164
Email: [email protected]
Senior Vice President, Capital Markets
Jason Kjellson has worked in the securities and finance industries for 20 years. Working in both the United States and Canada, his experience covers sales, sales management and financial modeling and analysis. His passion for the last 12 years has been private real estate transactions, including at established Wall Street firms and startups with a broad array of product types. He earned a degree in finance and currently holds Series 7 and 63 registrations.
Phone: 1 (719) 237-3354
Email: [email protected]
Staff Accountant
In her position of staff accountant at NB Private Capital, Sarah Krane reconciles payments, bills vendors and maintains all bookkeeping and invoicing on the corporate level. She also manages and coordinates the bridge loan program. Before joining the company, Krane was a senior accountant and accounting specialist for several years. She has a BA in Economics from UC Davis, certificates of proficiency in financial/managerial and computerized accounting from Irvine Valley College and a California real estate license.
Phone: 1 (949) 540-9218
Email: [email protected]
President & Founder
In April 2018, Brian Nelson founded NB Private Capital, a student housing investment company that focuses on securing properties that have stable occupancy near the historical dependability of a university. The goal of NB Private Capital is to leverage Brian’s extensive experience in student housing to create a more investor-centric firm that places greater emphasis on property performance, investor communication, and long-term relationships.
In its inaugural year, NB Private Capital acquired greater than $200 million in student housing assets while averaging a 97 percent occupancy on all DST assets. NB Private Capital was one of the first to introduce a 24/7 accessible investment app and monthly reporting. Brian’s extensive experience started in 2007 when he co-founded Nelson Brothers Professional Real
Estate (NBPRE). Brian led the sales and marketing efforts at NBPRE. Despite starting a firm with a minimal track record, minimal investor base, few resources and only four employees at the beginning of a deep recession, Brian helped build NBPRE into one of the 20 largest student housing ownership groups in the country, closing over $1 billion in assets with over 1800 clients, and building the firm to over 200 employees. In 2017, Nelson Brothers was recognized by Inc. 500 as the 129 th fastest growing company in the U.S. and the 4 th fastest growing in the real estate industry.
In 2011, Brian authored “13 Keys” to effective, long-term student housing acquisition. The “keys” serve NB Private Capital as a disciplined buying model targeting low-expense, tax shelter friendly assets believed to be well-positioned within walking distance to growing universities with substantive barriers to entry.
Inspired by Brian’s acquisition model, NB Private Capital and NBPRE have gone full cycle on projects involving nine student housing properties with an average total return exceeding 50 percent. Brian worked as a product marketing manager for VERITAS and Symantec Software (NASDAQ:SYMC) where he specialized in marketing strategy, business development, and product positioning for several software products totaling well over $50 million in annual sales. He has a Bachelor of Arts from the University of Utah and a Master of Business Administration from Brigham Young University. He holds Series 7 and 63 registrations.
Phone: 1 (949) 540-9107
Cell Phone: (949) 357-9322
Email: [email protected]
Vice President of Finance
Dustin Eyre has been with the company since it began its operations as NB Private Capital. He is the current VP of Finance, but previously had been the controller for the property management and construction management division at Nelson Brothers since 2014. Prior to joining NB Private Capital, he spent six years in public accounting working closely with several real estate companies on tax planning and investment strategy. Eyre co-founded a boutique registered investment advisory firm and is well-versed in 1031 exchange strategies, as well as other investment strategies and systems. He is a registered CPA in Utah and has an MBA from Utah State University.
Phone: 1 (949) 397-9990
Email: [email protected]
Vice President of Marketing
As VP of Marketing for NB Private Capital, Janet Cook is responsible for all marketing communications including public relations and advertising, special events, social media, and corporate materials. She has been in the commercial real estate sector for nearly 20 years and previously worked for a major 1031 TIC sponsor before branching out to work with startup real estate sponsors and brokers. Through her knowledge and experience within the industry, she was able to assist in the raising of more than $20 million for one real estate syndicator. Cook has written articles for the Los Angeles Times, Pacific Business Magazine and The Voice of Kapolei and was instrumental in helping several companies win awards and clients through creative presentations. She is currently an active member of CREW (Women in Commercial Real Estate) having served on the SPIRE awards committee. Cook graduated with a bachelors degree in journalism with an emphasis in public relations from San Diego State University.
Phone: 1 (949) 540-9343
Cell Phone: (949)324-3854
Email: [email protected]
Chief Investment Officer
As Chief Investment Officer for NB Private Capital, Paul Perkins has over 26 years of experience in the commercial real estate industry. He has a broad knowledge of property and note acquisitions, property dispositions and financing, as well as real estate investment brokerage and the acquisition of real estate operating companies. Perkins has worked in the private as well as the public sector of real investments and recently served as CIO for several local Southern California investment companies before joining NBPC. He received his undergraduate degree in Business from USC and a Master’s in Real Estate and Development from New York University.
Phone: 1 (949) 540-9251
Cell Phone: (949) 533-5008
Email: [email protected]
Manager of Investor Relations
Katherine Herron is Investor Relations Manager at NB Private Capital. Ms. Herron manages our investor portal (IMS) and was instrumental in its implementation. As part of her day to day responsibilities, she facilitates investments for the clients by working directly with registered representatives and qualified intermediaries. Throughout her career, Ms. Herron has managed major client and investor portfolios to ensure compliance and adherence to contractual obligations and has also worked in corporate procurement roles requiring contract and pricing negotiations. She holds a bachelor’s degree from Indiana University, and is pursuing an MBA with a specialization in Real Estate from University of California Irvine.
Phone: 1 (949) 540-9253
Email: [email protected]
Vice President – Capital Markets
Brad Davidson supports all sales and marketing efforts for the regional directors and principals within the Capital Markets Division of NB Private Capital. He brings 13-plus years of experience in operationally intensive roles in commercial real estate banking to his role. His expertise includes sales, credit risk, structured finance and asset management. Davidson holds FINRA series 22 and 63 licenses.
Phone: 1 (949) 309-8035
Email: [email protected]
Vice President, Capital Markets
Ken Johnson is a financial risk manager who has worked on fixed income portfolio management, performance measurement and attribution, national accounting and wholesaling. As well as being a financial risk manager, he has worked as a non-traditional asset manager and a due diligence officer for an IBD. Johnson is certified by the Global Association of Risk Professionals and holds FINRA series 6, 7, 63, 66 and Research Analyst 86 and 87 licenses.
Phone: 1 (713) 805-1744
Email: [email protected]
Vice President, Capital Markets
Joe Maymo’s career as a financial services professional spans 19 years. He has worked in high-level executive roles as Regional Vice President at Nationwide and Transamerica Financial. His experience includes wholesaling variable annuities and mutual funds to the independent broker-dealer channel and wholesaling publicly non-traded REITS and Regulation D offerings. He received his Bachelor of Arts in Political Science from Ohio State University and also holds his Series 7, 65 and 63 licenses.
Phone: 1 (614) 570-8546
Email: [email protected]
Corporate Accounting Manager
Mark Antoun brings more than 10 years of experience in budgeting, accounting and operations to his position at NB Private Capital. Antoun manages the preparation and delivery of corporate annual reports, monthly investor distributions, daily accounting including accounts payable/receivables, cash management, and budget and forecast analysis. Before joining NB Private Capital, he worked in accounting and management positions for SmartStop Assets in Ladera Ranch. He received his bachelor’s degree in Accounting and Finance from Alexandria University in Egypt and has an MBA from Preston University in Alabama with an emphasis in marketing.
Phone: 1 (877) 827-NBPC, ext. 108
Cell: 1 (949) 540-9285
Email: [email protected]
Senior Vice President, Asset Management
Southern California native John T. Burns brings over 30 years of real estate experience to the company, specializing in the commercial retail sector. Before joining NB Private Capital, Burns was Vice President of Portfolio Strategy, a privately held retail owner/developer located in Orange County, California where he developed and executed business plans, adding value to the assets through strategic planning. He graduated from San Diego State University with a bachelor’s degree in Finance.
Phone: 1 (949) 427-2705
Email: [email protected]
Senior Vice President of Finance
Before joining NB Private Capital, Jennifer Welker was Controller at Nelson Brothers Professional Real Estate for six years. Welker works closely with the executive team and brings an in-depth knowledge of NBPC’s books and records to NB Private Capital. Her experience includes working as Director of Finance at Buy.com, PricewaterhouseCoopers, LLC and, more recently, as Vice President of Accounting at The Picerne Group. She holds a bachelor’s degree in Business with an emphasis in accounting from San Jose State University and is a Certified Public Accountant.
Phone: 1 (949) 540-9342
Email: [email protected]
VP of Acquisitions
In his 10-plus years of commercial real estate experience, Dustin Hatfield has become an expert in acquisitions and dispositions, investment sales, leasing, finance and property and asset management. Before joining NB Private Capital, he helped acquire and manage the assets of a student housing portfolio consisting of 17 properties with 13,000 beds. He received a B.S. in Business Administration with an emphasis in Real Estate Finance from the University of Southern California. He also completed the Light Construction & Development Management Certificate Program from the University of California, Irvine, and has held real estate licenses in ten states.
Phone: 1 (949) 540-9340
Cell Phone: (949) 235-1447
Email: [email protected]
Chief Operating Officer
Tanya Muro brings more than 20 years of experience in commercial real estate. She has closed more than $1.3 billion in real estate equity, beneficial and LLC/LP interests, land development and oil and gas transactions. At NBPC, Muro advises asset acquisition, due diligence, title and escrow, qualified intermediary services, compliance and human resource management. Her direct involvement in several NASD/FINRA/SEC audits has made her an expert in regulatory bodies and industry regulations.
Phone: 1 (949) 540-9163
Cell Phone: (949) 545-8370
Email: [email protected]
Chief Executive Officer
Orange County native Blake Wettengel manages asset acquisition and due diligence, debt and equity financing, and construction and development for our sponsors. Wettengel began his career as an attorney before turning to real estate investment as Chief Operating Officer of Nelson Brothers Professional Real Estate. Under his leadership, the investment company acquired nearly $1 billion of real estate holdings and was ranked in the Inc. 500 as one of the fastest growing companies in the country. He earned a B.A. from Brigham Young University and a Juris Doctorate (JD) from the UCLA School of Law.
Phone: 1 (949) 540-9243
Email: [email protected]
Vice President of Investor Relations
Phone: 1 (949) 540-9179
Cell Phone: (949) 541-1475
Email: [email protected]
