Jonathan Heldenbrand

Jonathan G. Heldenbrand is a Partner for NAI Hallmark focused on bolstering the company’s capital and investment platform, helping clients acquire/develop, capitalize, and actively manage commercial real estate properties. Jon’s expertise is in the full lifecycle of investment ownership: from identification, due diligence, underwriting, capitalization, acquisition; then post-closing asset management, investor relations; and ultimately disposition or refinancing with the goal of maximizing value considering tax-efficient strategies.

Jon began his career as a CPA with Arthur Andersen, working with the Albuquerque, San Francisco, Phoenix, and Chicago offices. After working as a CPA, Jon earned his MBA from the University of Florida, then spent 12 years working as the Chief Investment Officer at Sleiman Enterprises. As the CIO of Sleiman, he oversaw all real estate and financial functions, from capitalization, deal structuring, development, acquisition, dispositions, tax, accounting, and asset management.

During the two years prior to joining NAI Hallmark, Jon provided real estate advisory services under his own firm Proper Advisory. Jon works with clients from due diligence through disposition, with scope including but not limited to capital sourcing, recapitalizations, asset repositioning, and tenant negotiations for high-net-worth individuals and family offices. During his career, Jon has worked on over $2 billion of real estate transactions.