272 Holdings is a commercial real estate private equity firm built on cycle discipline — knowing when to deploy, when to exit, and when the most valuable thing we can do with capital is protect it.
Most commercial real estate firms pick markets based on headlines. They see a city trending, allocate capital, and compete with everyone else chasing the same thesis at the same time. That's not how we operate.
At 272 Holdings, every allocation decision is preceded by a rigorous macro intelligence process. We deploy capital where our proprietary data platform signals that macro market conditions align with what we're seeing at the individual asset level — and we move before the consensus catches up.
The result is a portfolio built on informed conviction, not popular opinion — one that has consistently demonstrated the ability to identify entry points, execute with discipline, and exit at the right moment.
We built something most CRE firms don't have: a proprietary, AI-driven market intelligence platform that continuously scores and ranks commercial real estate markets across dozens of weighted macro indicators — giving us a systematic edge in knowing where to deploy capital and when to pull back.
We allocate across commercial real estate where our underwriting, operator network, and market intelligence give us an identifiable edge. Our core focus areas reflect where we have the deepest conviction and relationships today — but we are not structurally constrained.
When our platform identifies compelling risk-adjusted returns in adjacent sectors, we have the flexibility and expertise to act. Asset class selection follows market signal — not the other way around.
272 Holdings takes its name from Euler's number — e ≈ 2.72 — the mathematical constant that governs continuous compounding growth. It's not a coincidence. It's a declaration of how we think about building value.
In mathematics, e describes what happens when growth is continuously reinvested — it doesn't add, it multiplies. The same principle governs how we build the 272 platform: disciplined capital, compounding relationships, and an intelligence advantage that deepens with every deal.
Most investors are measured on when they got in. The 272 track record is defined by something harder — a consistent ability to be right at every stage of the cycle: entering at the right moment, maximizing returns through disciplined hold, and exiting with precision before the market turned.
272 Holdings is selectively accepting LP commitments for its flagship institutional fund — designed to capitalize on what we believe is one of the most compelling commercial real estate entry points in a decade. Built on the same investment discipline, market intelligence platform, and operator relationships that define our track record. Serious institutional inquiries are welcome.
272 Holdings produces proprietary market intelligence reports that distill our platform's data-driven insights into actionable analysis. These reports reflect the same rigorous, cycle-aware methodology we apply to every investment decision — now available to qualified investors and industry participants.
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Kramer Nelson is the Founder, GP, and Managing Member of 272 Holdings. A seasoned investor and dealmaker, Kramer has spent his career at the intersection of commercial real estate, private equity, and institutional capital markets — executing transactions across multiple asset classes and market cycles.
What defines Kramer's track record is not just the returns generated, but the consistency of timing — a demonstrated ability to identify the right entry points, execute with discipline through the hold period, and exit at moments of maximum value before the market shifted. That pattern — across both investments made and markets deliberately avoided — is the foundation on which 272 Holdings is built.
Prior to founding 272 Holdings, Kramer co-founded Delos Capital Advisors and began his career at Highland Capital Management (now NexPoint Advisors, $16.5B AUM), one of the largest US alternative investment platforms, where he developed deep expertise across real estate investment, credit strategies, and institutional capital markets.
John Moody is a Real Estate Private Equity Analyst at 272 Holdings LLC. He earned his BBA in Accounting from the University of Louisiana Lafayette B.I. Moody III College of Business, as well as his Master of Science in Finance degree from the SMU Cox School of Business. His previous work experience includes a Private Equity Analyst Internship at Acadian Capital Group, where he analyzed over 100 deals which translated to over $300MM in deployed capital across real estate, oil & gas, SaaS, industrials, and more.
He also worked as a Summer Analyst at Spero Management, a family office where he assisted in development and built a five-year operating budget for a successful start-up. Furthermore, he participated as a Research Analyst for both the SMU Cox School of Business and the B.I. Moody III College of Business.
John grew up in a business-oriented family, which allowed him to gain informal experience in deal formation, due diligence, and business problem-solving. This foundation led him to launch JBM Ventures LLC in 2021, where he has had 3 successful exits in healthcare and real estate. He is committed to taking the lessons learned through these experiences and apply them towards the growth and success of 272 Holdings.
Reiss Plauché is a Real Estate Private Equity Analyst at 272 Holdings, based in Dallas, TX. He earned his Master of Science in Finance from the SMU Cox School of Business, where he was a Merit Scholarship recipient, as well as his Bachelor of Science in Finance and Economics from the University of Alabama Honors College, Culverhouse College of Business, graduating with honors as a President's List and Dean's List recipient.
His previous experience includes an M&A Analyst role at Seiler Tucker, a boutique advisory firm based in New Orleans, where he supported more than five sell-side transactions representing over $100M in total transaction value across industries including Industrial Services, Insurance, and E-Learning. In this role, he built fully integrated financial models, prepared Confidential Information Memorandums, managed data rooms, and coordinated end-to-end deal execution with legal teams and buyers. He also worked as an Equity Research Analyst Intern at Johnson Rice & Co., where he analyzed publicly traded energy companies with a focus on Exploration & Production.
Reiss grew up with a strong foundation in finance and business, which led him to pursue a career at the intersection of advisory and investment. He is committed to applying the transaction experience and analytical skills developed across his M&A and equity research background toward the growth and success of 272 Holdings.
272 Holdings Fund I is open to qualified institutional investors, family offices, and sovereign wealth funds. If our approach resonates, we'd like to have a conversation. Fund materials and detailed track record are shared directly with serious prospective LPs.