Simon Carlsen

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.