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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See AlsoMontgomery can Code Summer Camp Enters Fifth Year, Enrolling Over 800 StudentsMontgomery Can Code Camp Introduces Nearly 1,000 Students To Future Tech CareersFourth Year of Montgomery can Code Camp Kicks Off July 11 in Ongoing Puplic-Private PartnershipUpdates From the Domestic Relations Bench in Colorado | Colorado Lawyer -
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.
