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Simon Carlsen

Portfolio Manager

Simon is a Portfolio Manager at Nicola Wealth specializing in real estate debt investments. With a background in mortgage banking and commercial real estate advisory, he is responsible for the firm’s mortgage investments and manages our pooled mortgage funds.

Previous work experience includes roles with national and boutique mortgage lenders and a real estate consultancy in Canada and internationally.

Having provided conventional, high yield, and mezzanine real estate debt investments to institutional and private investors, Simon draws on his experience to evaluate new investment opportunities and manage credit risk.

Simon holds a Bachelor of Arts degree in Political Science and Economics, a Diploma in Business Administration, and a Post-Graduate Certificate in Real Property Valuation.

When he’s not working on mortgages, Simon enjoys spending time with his young family, enjoying the outdoors, skiing, and travelling.

Question & Answers

  • Retirement Dreams

    Travel between Europe and North America with a strategic mix of sun and snow

  • Favourite Car?

    Land Rover Defender or Range Rover Classic

  • Best wine?

    Brunello di Montalcino

  • Favourite Sport to play?

    Downhill skiing

  • What is your favorite website to waste time on?

    ft.com