National Broker of Record Services
Serving as a Broker of Record extends beyond satisfying a licensing requirement. It requires experienced brokerage leadership, regulatory awareness, documented processes, sound judgment, and accountability throughout each engagement.
National Broker of Record Services brings together commercial brokerage, client-service, transaction-coordination, and legal experience to support professionals working outside their licensed jurisdictions. This multidisciplinary approach helps reduce avoidable regulatory risk while protecting the client’s existing relationships and transaction objectives.
Edward P. Huletz founded Institutional Broker of Record Services to provide the institutional-grade brokerage leadership, licensed supervision, and compliance infrastructure required by organizations conducting real estate transactions across state lines.
As Founder and Principal Broker, Edward directs IBOR’s strategy and governance framework while overseeing the professional standards supporting each engagement. He maintains real estate brokerage licensing across 35 states and brings experience in brokerage operations, transaction oversight, investment real estate, fund operations, institutional asset disposition, and organizational leadership.
Edward’s multi-state licensing authority and operating experience help institutional clients enter new markets, execute transactions, and maintain consistent oversight without establishing separate brokerage operations in every jurisdiction.
Founder & Principal Broker
Scott Mallard brings nearly two decades of commercial real estate brokerage and property-management experience to NBOR. A broker since 2006, he previously operated Madison Properties and has worked with Blue Dot since 2014. Since 2021, he has served as Managing Partner and broker for the Peritus Properties Seattle office.
Scott supports brokerage compliance, operational review, and the consistent application of professional standards across multi-state engagements. His practical experience with commercial brokerage operations helps NBOR evaluate transaction requirements and coordinate appropriate oversight without disrupting the client’s existing relationship.
Director of Brokerage Compliance & Operations
Director of Client Relations & Operations
Jennifer Ablao supports client relations and operational coordination, helping ensure each NBOR engagement is handled with professionalism, responsiveness, and clear communication. She assists clients through onboarding, document coordination, internal routing, and ongoing service needs.
Jennifer’s client-focused approach supports a consistent experience from the initial inquiry through engagement setup and continued account support.
Kathy Deramus supports NBOR’s relationships with brokers and commercial real estate professionals, coordinating communication, onboarding requirements, and engagement documentation. Her long-standing experience with the broader Blue Dot organization provides valuable operational continuity and institutional knowledge.
Kathy helps clients understand the information required to initiate a Broker of Record engagement and works with the leadership team to keep communication and documentation organized throughout the process.
Director of Broker Relations
Robert Biggs supports clients evaluating tax-sensitive real estate decisions, including potential 1031 exchanges, Opportunity Zone considerations, capital-gains planning, and reinvestment objectives. He helps clients identify relevant questions, coordinate appropriate resources, and consider how transaction timing may affect a replacement-property strategy.
Tax, legal, and investment decisions must be reviewed with the client’s own qualified advisers. National Broker of Record Services does not provide tax, legal, or investment advice.
Director of Tax Strategy & Investor Solutions
Mortgage & Lending Advisor
Rob Hardy serves as an independent mortgage and lending advisor, helping clients evaluate financing structures and lending considerations for replacement properties and subsequent commercial real estate acquisitions. His experience gives clients access to a financing resource as they move from a completed transaction toward the next opportunity.
Mortgage and lending services are provided independently through Mr. Hardy’s professional practice. Do not describe Mr. Hardy as locating, negotiating, or brokering property unless the applicable real estate licensure and engagement have been separately confirmed.
James Stuart Glenn serves as independent outside legal counsel, providing strategic legal guidance in areas including real estate law, contracts, business transactions, and commercial litigation. His background in mortgage finance, title operations, real estate development, and private legal practice provides broad perspective when specialized legal counsel is required.
Legal services are provided independently through Mr. Glenn’s law practice. National Broker of Record Services is not a law firm and does not provide legal advice.
Outside Legal Counsel
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Institutional Broker of Record Services
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National Broker of Record Services
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