John Nelson
AREAS OF EXPERTISE
• Business Development
• Relationships with BDs and RIAs
• Relationships with Sponsors
John Nelson currently serves as Business Development for FactRight and brings 18 years of experience in the financial services industry to his role, including experience in publicly registered offerings, private placements, SMA’s and extensive business development. Prior to joining, he served as Managing Director for L&S Advisory where he handled all aspects of capital markets and the Wirehouse client relationships of a 1.5 billion SMA specializing in tactical risk management. John also spent many years with with Provasi Capital a distrubition platform for alternatives, where he served as Vice President and raised capital for a variety a alternatives including BDCs/debt, Energy, and 40act funds. Prior to that John served as VP and wholesaler with Behringer Harvard raising capital primarily within the IBD community on several non-traded REITs, real estate limited partnerships and 1031’s from inception to close.
John brings a wide range of knowledge spanning across a variety of public and private offerings, extensive longstanding relationships within the Alternative universe and experience within the RIA, IBD and Wirehouse channels and is proud to have accomplished multiple wholesaler of the year awards during his career.
John received a bachelor’s degree of finance Rawls College of Business of Texas Tech University and holds FINRA Series 7 and 63 and a Series 65.
Recent Blogs from FactRight
- Shamrocks & Due Diligence: A Recap of FactRight’s 2025 RIA Due Diligence Conferenceby Kate@FactRight.com (Kate Stephany) on March 27, 2025 at 6:07 pm
- Action Packed Recap from FactRight’s 2024 Annual Due Diligence Conferenceby sarah@factright.com (Sarah Kieser) on October 10, 2024 at 7:14 pm
*Dramatic suspenseful music* Thank you to the 480 industry professionals and wealth managers who ventured to the home of the Batman Building, Nashville, Tennessee for FactRight’s 2024 Annual Due Diligence conference. It was a legendary success, and we, the FactRight staff, are so grateful for your continued support and participation.
- Understanding Master Lease Mechanics in DST Underwritingby Houston Hyde, Mountain Dell Consulting and Brandon Raatikka, FactRight on May 23, 2024 at 8:04 pm
As the DST market has grown over the past several years, the nuances of available programs have proliferated. Given the structural requirements of Revenue Ruling 2004-86, these programs do not behave like traditional real estate investments in certain respects. In our experience working with wealth advisory firms seeking 1031 solutions for their clients, understanding the differences among master lease structures in the market can be a common hurdle. Closely related is how a particular structure may behave differently in various performance scenarios, and how the property underwriting interacts with that structure.
- Highlight Reel from FactRight’s 2024 RIA Spring Due Diligence Conferenceby Kate@FactRight.com (Kate Stephany) on March 13, 2024 at 5:07 pm
With March Madness upon us, what better way to celebrate then to recap some of the shining moments that happened at the FactRight RIA Spring Due Diligence Conference—and what a conference it was!
- Loan Guarantee Fees in Investment Programs: Risk Compensation or Rent Seeking?by kevin@factright.com (Kevin Kirkeby) on November 20, 2023 at 7:53 pm
Company owners and other executives often receive compensation for providing a personal guarantee to a commercial loan their investment program is seeking. The size of this personal guarantee fee varies considerably, as does the level of disclosure. We believe the personal guarantor should be compensated, but it must be commensurate with the risk the guarantor is taking on. Drawing upon FactRight’s experience in reviewing private real estate and other alternative investment programs, this blog post focusses on personal guarantees (rather than corporate guarantees), discusses the typical range of fees, and reviews the factors that influence a reasonable fee amount.