A Legacy of Success
With over 40 years of success, we are a multifamily investment firm that excels in creating wealth and opportunities for our clients. Our origin story is grounded in a deep passion for real estate and a commitment to delivering exceptional returns.
Montgomery Partners is a fully integrated real estate investment firm, founded in 1984, whose principals specialize in the identification, acquisition, renovation, and, through an affiliate, Montgomery Capital Management, Inc. (MCM), the management of value-add multifamily investments in the Western United States.
Our continuing mission is to secure undervalued apartment properties in high-barrier-to-entry markets which yield maximum profitability for our investors.
Through our affiliate, MCM, we perform asset management functions and direct oversight of property repositioning using highly experienced on-site and regional managers. Our team includes vital personnel overseeing investor relations, accounting, accounts payable/receivable and hands-on administrative staff to realize the full potential of each investment, while meeting our goals.
Your Journey, Our Commitment: A dedicated team supporting you and your goals.
Meet the Leadership Team
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John Palmer
FOUNDER & MANAGING PRINCIPAL
John is the founder and managing principal of Montgomery Partners, and Montgomery Capital Management, and is responsible for the strategic vision and overall direction of the firm.
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Mike Piro
CHIEF INVESTMENT OFFICER
Mike is the Chief Investment Officer and a General Partner. He has worked for Montgomery Partners since 2004. During this time, Michael has participated in over $1B worth of real estate transactions.
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Spencer Palmer
VICE PRESIDENT OF INVESTMENTS
Spencer has over 7 years of experience in multifamily/commercial real estate investing. Spencer is responsible for brokerage-related acquisition, underwriting, and debt placement.
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Brady Stern
CHIEF OPERATING OFFCER
Brady formulates and executes asset management strategies, oversight of capital projects, and leads property operations.
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Brady Badger
VICE PRESIDENT OF INVESTOR RELATIONS
Brady brings over 15 years of commercial real estate experience. He runs fundraising and investor relations for the company.
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Meet the Team
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Patricia Wynne
CONTROLLER
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Lisa Miller
CORPORATE SERVICES ADMINISTRATOR
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Ashley Cook
ACCOUNTS PAYABLE MANAGER
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Mary Janicki
HUMAN RESOURCES
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Ashley Walker
ACCOUNTS RECEIVABLE
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Terry Graves
REGIONAL PROPERTY MANAGER
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Dan Lopez
REGIONAL PROPERTY MANAGER
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Laura Zecchin
REGIONAL PROPERTY MANAGER
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Lana Taber
EXECUTIVE ASSISTANT
By the numbers
Average years of Exec Team Experience
Properties
1975-2010
Current Units Under Management
Garden Style, C+ to B+
Purchase Price
Tenured Clients
40 years of always improving.
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February 1984
Montgomery Partners was founded by John Palmer.
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1987
The Uplands, renamed Madera Vista, sold in 1987 for $12.8m
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1991
First offices in Sausalto, CA
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2003
Mike Piro joins the team.
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2004
Montgomery Partners expands investments to Southern California with over $30m in acquisitions.
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2014
MCM Property management is created.
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2016
Sold 1015 Pierce Street in San Francisco with an Annualized Return on Investment of 145%
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2017
Spencer Palmer joins the business, handling acquisitions, dispositions and financing.
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2020
We expand into Colorado with our acquisition of The Edge.
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2021
We expand into Nevada with the acquisition of Keyway
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2022
We purchased a new office and moved up the road to Mill Valley.
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2024
We celebrate 40 years of business in April.
Strengthening our Communities
We are proud to support the following nonprofits in our communities.
A team dedicated to your goals.
FAQs
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An investor must be an Accredited Investor. This is a defined term and you can visit the SEC website to learn more.
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1. Introduction: We will provide you with an introduction to MP, our history, our investment criteria and ensure it aligns with your own investment objectives.
2. New Offerings: When MP has a new investment opportunity, you will be notified via email through our Investor Portal.
3. Invest: When you elect to invest in an offering, we will coordinate through the Investor Portal all documentation and funding requirements.
4. Distributions: Our properties distribute cash flow to our investors on a quarterly basis via direct deposit or mailed check. Distributions will vary, quarter to quarter, based on the property's performance.
5. Staying up to date: Throughout the life of your ivnestment, we will provide tax documents, quarterly property updates - including financials, as well as access to any future investments via our Investor Portal.
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Yes. Please contact us so we may help discuss your 1031 timing and options.
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Our properties distribute cash flow to our investors on a quarterly basis via direct deposit or mailed check. Distributions will vary, quarter to quarter, based on the property's performance.
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We focus on the "Rockies, West". Currently, our portfolio consists of properties in California, Nevada and Colorado. In addition to a continued focus on these states, we are looking to expand into the Pacific Northwest, Utah, Idaho and Montana.
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For a cash investment, the minimum is $100,000.
For a 1031 exchange, the minimum is $1mm.
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Our investment thesis generally dictates a five to seven year initial hold. At the end of this period, we either sell the property and give our investors the opportunity to roll their equity into a new investment via a 1031 exchange, or we will refinance the property with long term debt. Either way, our goal is always to help our investors build generational wealth.
