Nick is VP of 1031 Exchanges at Passive Realty Group, helping investors build a personalized investment plan that is designed to maximize after-tax cash-flow, mitigate capital gains and is best-suited to their unique situation.Nick gained experience in previous roles with multiple industry-leading DST sponsors and alternative investment firms.Passive Realty Group can help you defer taxable consequences by utilizing the 1031 exchange and also earn passive income by investing in turn-key properties through a Delaware Statutory Trust (DST).

Capital Square 1031 is a national real estate investment and management company that sponsors real estate exchange programs that qualify for tax deferral under Section 1031 of the Internal Revenue Code. The firm uses the Delaware Statutory Trust (DST) structure to make quality real estate available to a larger number of investors. Capital Square provides a range of services, including due diligence, acquisition, loan sourcing, property management/asset management, and disposition, for a growing number of high net worth investors, private equity firms, family offices and institutional investors.

Triton Pacific Securities, LLC, founded in 2005, is a dealer manager of alternative product solutions for financial advisors. We focus on providing access to institutional quality investment offerings to financial advisors and retail investors.

Ascendant Capital is a boutique Alternative Investment Company that sources leading private equity, real estate and hedge funds that are frequently unavailable to investors. Offerings are supported by a full suite of educational, marketing, sales and operational services and are distributed through Private Banks, International Markets, Family Offices, Registered Investment Advisors, and U.S. Brokerage Firms.Ascendant Capital is a branch office of and securities offered through Axiom Capital Management, Inc. Member FINRA/SIPC. Registered Representative of Axiom Capital Management.

The Walton Group of Companies is a real estate investment and development company that specializes in the research, acquisition, management and development of real estate assets across North America, with a goal to achieve the highest and best development potential of the land while protecting and maximizing returns for our investors. Walton is a privately owned group of companies founded in Calgary, Alberta in 1979.Walton’s vision is to enable investors to participate in investments in lands in the path of major urban growth. Walton’s current staff has extensive experience with the evaluation, acquisition and disposition of real estate properties, the operation and management of land, land entitlement and rezoning and development, the marketing of real estate, and real estate administration.Walton currently manages over $3.0 billion in assets, including over 66,000 acres* of land across North America, and Walton affiliates have managed privately offered real estate programs involving North American lands for over 78,000 investors worldwide. Walton International Group (USA), Inc. is headquartered in Scottsdale, Arizona.The economic environment as a result of the housing-led recession in the United States has created a tremendous opportunity for the Walton. As a buyer in a down market, Walton has a distinct advantage over its leveraged competitors that are being forced to liquidate their good assets at reduced prices.Walton is currently in the process of executing an acquisition strategy in certain strategic growth sub-markets. Walton intends to be well-positioned alongside its investors through ownership of strategically located lands in these areas in order to benefit when the economy regains its strength and development resumes.

• Supported and serviced 120 financial firms and independent advisers with daily account maintenance including fund contributions/withdrawals, account maintenance• Achieved highest productivity level of the service team by managing multiple requests at once with high accuracy• Managed customer relationships with various types of accounts including 401(k), IRA’s, and all taxable accounts.• Identified customer-specific needs and developed ways to provide targeted service to match each investment adviser• Resolved errors in clients accounts and managed time expectations with clients to trustworthy relationship• Processed estate distributions, advised on tax and cost basis methods, and explained/interpreted margin and banking accounts• Processed account maintenance tasks such as address changes, money movements and distributions, tax elections, corporate actions, and security trades

• Responsible for the daily processing functions of a group of 70 collective trust funds managed by Wilmington Trust• Generated NAV calculations on a daily basis, review reports for accuracy and ensure that delivery of NAV’s is completed by set deadlines to all outside interested parties with a 99.99% success rate• Processed daily fund activity by validation data received from custodians and ensured +99.99% accuracy when comparing against NSCC position• Developed process improvements in daily procedures to reduce the risk of human error and increase accuracy using V-lookup and macros to assist• Reviewed and processed all corporate action data received on 5000+ positions held and analyzed impact on fund performance in comparison to it's tracking index• Ran 50+ reports on a daily basis for assigned groups of accounts to research any shifts in market value and report on deviations from its tracking index

• Reconcile 700+ trust accounts on a daily basis including reconciliation of mutual fund positions and cash balances and ensured +99.99% accuracy on all data reported on• Audited client accounts for discrepancies between 5000+ house positions and that of mutual fund companies, brokers, and banking institutions• Implemented process improvements to increase accuracy and decrease manual error by writing V-lookup formulas and macros to input data automatically• Performed account analysis and data entry to reconcile account differences, generate monthly client account statements and various reconciliation reports while working with relationship managers

• Led new product introduction project for replacement diaphragm part in pulse valves and grew sales from $0 to $500,000 annually• Managed client expectations while building strong relationships to ensure customer loyalty and build sales to grow at 20% annually• Maintained relationship with 250+ clients from project and resolved any issues presented• Handled all aspects of said product from shipping to expense collection and analyzed sales data on a customer and regional basis to increase future sales