Legacy25 Capital

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Our Story

Legacy25 Capital, based in Dallas, Texas, provides a premier commercial real estate debt advisory platform. We support investors, family offices, and companies with diverse financing needs through advanced technology and a network of over 7,000 banks and lenders. Our team collaborates with top real estate brokers, attorneys, accountants, investors, and lenders to effectively meet our clients’ needs.

Founder Chase Pulliam has over 15 years of private banking experience and has been a top loan originator of $1B+ at the community, regional, and national banking levels. This expertise crafted the Legacy25 Capital platform to address client needs identified throughout his career. We believe smart capital is the foundation for building and preserving your legacy!

Meet Our Team

Chase Pulliam

Founder/CEO | Legacy25 Capital
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Chase Pulliam is the Founder/CEO and visionary behind Legacy25 Capital, a private real estate finance firm committed to helping investors build and preserve generational wealth. With a sharp eye for opportunity and a deep understanding of capital markets, Chase specializes in structuring creative, strategic financing solutions for commercial real estate, aircraft, life insurance premium finance and multiple alternative lending solutions. With over 15 years of experience in real estate, private lending, and as an investor, Chase brings a blend of street-smart execution and fiduciary discipline to every deal. He founded Legacy25 Capital to connect clients with top-tier capital, emphasizing integrity, transparency, and results-focused partnerships.

Chase provides capital advisory services to individuals, family offices, operating companies, and prospective investors or entrepreneurs. He believes legacy begins with smart capital, the mission of Legacy25 Capital. In his free time, he enjoys being with his family, working out, playing sports, and participating in community projects that align with Legacy25 Capital’s values.

Drew Nelson

managing partner | Legacy25 Capital
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Based out of Houston, Drew Nelson is the Managing Partner of Legacy25 Capital, bringing more than 15 years of experience in commercial and private banking with a specialized focus on custom credit solutions. Over the course of his career, he has built deep expertise in structuring creative and strategic financing, particularly within commercial real estate. Known for being responsive, disciplined, and solutions-oriented, Drew has a proven ability to design and execute lending strategies that align capital with opportunity, helping clients achieve long-term success. At Legacy25 Capital, he leads with a commitment to integrity, transparency, and results-driven partnerships.

Beyond his professional work, Drew values time with his daughter and embraces an active lifestyle. He enjoys boating and water sports on Lake Conroe, playing golf, and exercising—pursuits that reflect his energy and focus both inside and outside the office.

Jayson Delgado

partner/head of advisory services | Legacy25 Capital
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Jayson Delgado is Partner and Head of Advisory Services at Legacy25 Capital, a private financial advisory firm dedicated to helping investors build and preserve generational wealth. With extensive experience in capital markets and wealth management, Jayson specializes in structuring tailored financing solutions across commercial real estate, aviation, life insurance premium financing, and a range of alternative lending strategies. As Head of Advisory Services, he focuses on strategically aligning Legacy25’s clients with the right capital sources to achieve both their near- and long-term objectives.

Jayson began his academic career at the University of Texas at Austin in the Health Science Scholars honors program before graduating magna cum laude with a degree in Finance from the University of Texas at San Antonio. A recipient of the prestigious Terry Foundation Scholarship, he remains active in the Terry Alumni Association, serving as a mentor to current scholars. Outside of his professional work, Jayson enjoys traveling with his wife, Alyssa, staying active, and giving back through volunteer service.

 

 

Mitchell Young

Associate | Legacy25 Capital
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Mitchell Young is an Associate at Legacy25 Capital, where he supports the firm’s capital markets team with underwriting, financial analysis, and transaction execution. He works closely with borrowers and lenders to structure tailored debt solutions which align with the clients’ objectives across commercial real estate and alternative asset classes. In his role, Mitchell assists with market research, lender relationship development, and deal management, ensuring the successful execution of financing strategies.

A Dallas native, Mitchell attended Jesuit College Preparatory School and earned a B.S. in Finance with a minor in Economics from the University of Oklahoma.

 

 

Holton Schwartz

associate | Legacy25 Capital
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An Associate at Legacy25 Capital, Holton Schwartz supports clients in securing tailored debt financing solutions. He works closely with sponsors, developers, and investors across all asset classes, bringing a detail-oriented and solutions-driven approach to underwriting, financial analysis, and lender relationships. Holton is dedicated to delivering a seamless process and building long-term partnerships grounded in trust and transparency.

Holton is currently pursuing his MBA at SMU’s Cox School of Business and holds a bachelor’s degree from Southern Methodist University. He brings industry experience across commercial real estate, capital markets, and financial analysis, equipping him with both the technical expertise and client-focused perspective to support clients in achieving their investment goals. Outside of work, Holton enjoys playing golf, skiing, hunting, and spending time with his two golden retrievers.

 

 

Deegan Florence

Associate | Legacy25 Capital

Deegan Florence is an Associate at Legacy25 Capital with a strong interest in strategic capital solutions and a growing foundation in commercial real estate finance. He plays an active role in supporting the firm’s mission by contributing to deal analysis, client engagement, and market research, helping deliver tailored financial strategies that align with investor goals.

With a disciplined and energetic approach, Deegan reflects Legacy25 Capital’s core values of integrity, transparency, and long-term partnership. He is passionate about learning the intricacies of private lending and building meaningful relationships within the industry.

Outside of work, Deegan enjoys watching sports, spending time with his family, and staying active through regular workouts. His commitment to personal growth and community involvement mirrors the firm’s dedication to creating lasting impact through smart capital.