Tuesday Apr 16, 2024

From Acquisitions to Asset Management, Roundtable with Montgomery Partners

In this interview, Josh Kahr gets to sit down with the whole team at Montgomery Partners and talk about the lifecycle of the asset - from acquisition to fundraising to asset management. They are a long-term value-add investor in the multifamily space. They focus on the B to C class space in markets such as California, Colorado, and Nevada, and are expanding into Utah, Washington, Idaho, and Oregon. The company has a track record of success and a loyal investor base. They are cautiously optimistic about the market in 2024, but are aware of potential challenges such as a recession and increased supply. Montgomery Partners is open to exploring new opportunities, including joint ventures and alternative investment strategies. They are also considering ancillary revenue opportunities such as solar and EV charging.


00:00 Introduction and Company Overview

03:02 Investment Strategy and Target Markets

08:06 Market Outlook and Potential Challenges

12:12 Operational Challenges and Property Management

15:15 Recent Deals and Surprises

18:06 Market Conditions and Future Plans

25:15 Solar and Electric Vehicles

29:21 Third-Party Property Management

30:30 Cautious Optimism and Future Investments


This podcast is sponsored by Kahr Real Estate Services (https://www.kahrrealestate.com/), a leading provider of in-person and online financial training for the commercial real estate industry.

Sign up for our live Excel modeling training class here: https://www.kahrrealestate.com/product/excel-for-real-estate-analysis/

Sign up for our self-paced Case Study course here: https://kahrrealestate.thinkific.com/courses/kahr's-challenge-cases


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