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. 

Aerial view of densely packed residential buildings with trees lining the streets in San Francisco.
A group of ten diverse adults standing in front of a blue house with white trim, two black columns, and a brick walkway. The house number is 1040.

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

Meet the Leadership Team

  • A senior man with gray hair, dressed in a blue suit and light blue shirt, smiling against a dark background.

    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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  • A man in a dark blazer and light blue shirt standing outdoors by a body of water with hills and trees in the background.

    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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  • A portrait of a smiling man with dark curly hair and a beard, wearing a black suit and white shirt, against a dark blue background.

    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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  • Headshot of a smiling man in a checked blazer and white shirt against a dark background.

    Brady Stern

    CHIEF OPERATING OFFCER

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

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  • Portrait of a man with short light brown hair, blue eyes, wearing a white dress shirt and a dark blazer, standing against a dark background.

    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

  • A smiling middle-aged woman with blonde hair, wearing a cream-colored knit top and black blazer, against a dark blue background.

    Patricia Wynne

    CONTROLLER

  • A smiling woman with shoulder-length blonde hair wearing a black blazer with gold buttons and a white blouse, posed against a dark blue background.

    Lisa Miller

    CORPORATE SERVICES ADMINISTRATOR

  • Portrait of a woman with long braided hair wearing a beige sweater with a white collared shirt underneath, standing against a dark background.

    Ashley Cook

    ACCOUNTS PAYABLE MANAGER

  • A woman with shoulder-length brown hair, wearing a light gray blazer over a black top and a silver chain necklace, standing outdoors in front of green foliage.

    Mary Janicki

    HUMAN RESOURCES

  • Portrait of a smiling woman with red hair, black glasses, wearing a black top and a silver necklace, against a dark blue background.

    Ashley Walker

    ACCOUNTS RECEIVABLE

  • A woman with dark shoulder-length hair wearing a yellow blazer over a rust-colored top and a pearl necklace, standing against a dark blue background.

    Terry Graves

    REGIONAL PROPERTY MANAGER

  • Portrait of a man with dark hair in a black turtleneck, smiling with arms crossed against a dark background.

    Dan Lopez

    REGIONAL PROPERTY MANAGER

  • A close-up portrait of a middle-aged woman with long brown hair, wearing a white shirt and black blazer, standing against a dark background.

    Laura Zecchin

    REGIONAL PROPERTY MANAGER

  • A woman with long dark hair wearing a green blouse and a decorative necklace, crossing her arms, standing in front of a dark background.

    Lana Taber

    EXECUTIVE ASSISTANT

  • A smiling middle-aged woman with short gray hair and light blue eyes, wearing a dark top and a delicate gold necklace, standing against a dark background.

    Deirdre Donnelly

    FRONT OFFICE ADMINISTRATOR

By the numbers

22

Average years of Exec Team Experience

40

Properties

Vintage

1975-2010

2500+

Current Units Under Management

Asset Class

Garden Style, C+ to B+

$10-50mm

Purchase Price

300+

Tenured Clients

40 years of always improving.

  • Stock certificate from Montgomery Partners, Inc. issued February 2, 1984, for 10,000 shares, featuring an eagle at the top and a decorative border.

    February 1984

    Montgomery Partners was founded by John Palmer.

  • A man with a mustache wearing a beige blazer, white shirt, black pants, and brown shoes standing outside a brick building. He is leaning against a doorframe with a smile. The setting includes outdoor lighting fixtures and greenery along the sidewalk.

    1987

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

  • Coastal view of a hillside neighborhood with houses overlooking a bay and beach, under a clear blue sky.

    1991

    First offices in Sausalto, CA

  • Two men standing side by side at an indoor event, smiling, with plants and wooden decor in the background.

    2003

    Mike Piro joins the team.

  • A multi-story residential building with a beige facade, red roof accents, and balconies, surrounded by tall palm trees and a small front garden, on a sunny day.

    2004

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

  • Logo of MCM Property Management Inc. with stylized bar chart design in shades of blue and gray.

    2014

    MCM Property management is created.

  • Exterior view of a modern multi-story building with a beige facade, large arched window with white framing, and wooden double doors with glass panels, numbered 1015.

    2016

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

  • Group of diverse people gathered together indoors for a photo, some smiling and posing, with a wooden ceiling and modern lighting in the background.

    2017

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

  • Three-story apartment building with balconies, parking lot, and signage for Edge apartment homes lease office.

    2020

    We expand into Colorado with our acquisition of The Edge.

  • An outdoor swimming pool area surrounded by apartment buildings, with lounge chairs, red umbrellas, trees, and a clear blue sky.

    2021

    We expand into Nevada with the acquisition of Keyway

  • A blue two-story office building with white trim, black columns, and a brick stairway leading to the entrance, with a sign that reads 'Montgomery Partners' and the number 1040 above the door, under a clear blue sky.

    2022

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

  • Logo of Montgomery Partners with stylized mountain and letter 'M' and 'P' on a dark blue background

    2024

    We celebrated 40 years of business in April, 2024.

  • Aerial view of a residential neighborhood with houses, trees, and a backyard with a swimming pool.

    2025

    We expanded into the Pacific Northwest with our acquisition of Westwood Green.

Strengthening our Communities

We are proud to support the following nonprofits in our communities.

Logo with trees and the words 'The Guardsmen'
Habitat for Humanity Greater San Francisco logo with stylized house and three figures.
Logo with large blue circle containing number 20, and text reading '20 years uplifting Next Generation Scholars' with a stylized figure of a person raising their arm.

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.