About — Montgomery Partners (2024)

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.

About — Montgomery Partners (1)

About — Montgomery Partners (2)

Your Journey, Our Commitment: A dedicated team supporting you and your goals.

Meet the Leadership Team

  • About — Montgomery Partners (3)

    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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  • About — Montgomery Partners (4)

    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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  • About — Montgomery Partners (5)

    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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  • About — Montgomery Partners (6)

    Brady Stern

    CHIEF OPERATING OFFCER

    Brady formulates and executes asset management strategies, oversight of capital projects, and leads property operations.

  • About — Montgomery Partners (7)

    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

  • About — Montgomery Partners (8)

    Patricia Wynne

    CONTROLLER

  • About — Montgomery Partners (9)

    Lisa Miller

    CORPORATE SERVICES ADMINISTRATOR

  • About — Montgomery Partners (10)

    Ashley Cook

    ACCOUNTS PAYABLE MANAGER

  • About — Montgomery Partners (11)

    Mary Janicki

    HUMAN RESOURCES

  • About — Montgomery Partners (12)

    Ashley Walker

    ACCOUNTS RECEIVABLE

  • About — Montgomery Partners (13)

    Terry Graves

    REGIONAL PROPERTY MANAGER

  • About — Montgomery Partners (14)

    Dan Lopez

    REGIONAL PROPERTY MANAGER

  • About — Montgomery Partners (15)

    Laura Zecchin

    REGIONAL PROPERTY MANAGER

  • About — Montgomery Partners (16)

    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.

  • About — Montgomery Partners (17)

    February 1984

    Montgomery Partners was founded by John Palmer.

  • About — Montgomery Partners (18)

    1987

    The Uplands, renamed Madera Vista, sold in 1987 for $12.8m

  • About — Montgomery Partners (19)

    1991

    First offices in Sausalto, CA

  • About — Montgomery Partners (20)

    2003

    Mike Piro joins the team.

  • About — Montgomery Partners (21)

    2004

    Montgomery Partners expands investments to Southern California with over $30m in acquisitions.

  • About — Montgomery Partners (22)

    2014

    MCM Property management is created.

  • About — Montgomery Partners (23)

    2016

    Sold 1015 Pierce Street in San Francisco with an Annualized Return on Investment of 145%

  • About — Montgomery Partners (24)

    2017

    Spencer Palmer joins the business, handling acquisitions, dispositions and financing.

  • About — Montgomery Partners (25)

    2020

    We expand into Colorado with our acquisition of The Edge.

  • About — Montgomery Partners (26)

    2021

    We expand into Nevada with the acquisition of Keyway

  • About — Montgomery Partners (27)

    2022

    We purchased a new office and moved up the road to Mill Valley.

  • About — Montgomery Partners (28)

    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

  • An investor must be an Accredited Investor. This is a defined term and you can visit the SEC website to learn more.

  • 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.

  • Yes. Please contact us so we may help discuss your 1031 timing and options.

  • 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.

  • 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.

  • For a cash investment, the minimum is $100,000.

    For a 1031 exchange, the minimum is $1mm.

  • 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.

About — Montgomery Partners (2024)
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