Partnership Criteria
Our Partners Share These Traits
Experienced Leadership
Privately owned by senior management, with a successful team focused on excellence
Market Expertise
Proven, competitive advantage in a focused market niche, with a successful track record.
Disciplined Opportunity
Well-positioned to pursue opportunities that generate above-market, risk-adjusted returns.
Financial Discipline
An ability to produce meaningful and forward-thinking financial reporting on a consistent basis.
Shared Values
A culture built for success that aligns with our values, including high integrity, a commitment to being “best in class,” and maintaining a positive perspective on life and the journey.
People & Partnerships
A focus on their people and partners, with collaboration and alignment of interest at the core of the relationship.
PROGRAMMATIC CO-GP Investors
LONG-TERM Value Creation
Focused. Disciplined. Market-Driven.
We invest alongside operating partners whose capabilities within specific asset classes and geographical markets have produced a proven track record of success.
We are agnostic to specific property types and geography. Our primary focus is the operating partner—their team, their values, and their competitive advantage within their specific market niche.
Our current portfolio consists of the following:
Retail
Office
Multifamily
Industrial
Single Family
Strategic Capital. Meaningful Impact.
We pursue strategic entity/platform investments, Lead Investor or Co-GP investments, and “programmatic” Limited Partner investments in individual real estate assets that should have a meaningful impact on our operating partner’s success.
We do not invest in “one-off” deals that seem attractive.
What Our Partners Say?
"Mountain made an investment in us during a very difficult time in our industry. We were one of the only large private regional builders to survive. The entire team was instrumental in assisting us in securing new banking relationships that expanded our debt facilities with very favorable debt terms.
Most importantly, we were able to do this with alignment of our cultures and values of being entrepreneurial and operating with the highest standards of integrity and excellence while having fun during the process."
“We began our first partnership with Mountain Funding in 2013 and continue to find new opportunities to work together on a recurring basis. They are a smart, thoughtful and dependable partner that brings a tremendous amount of expertise and insight to the relationship every time.
Capstone Advisors and Mountain Funding have similar philosophies which include working hard, having a high level of integrity, and celebrating success.”
"Our partnership with Mountain Funding has not only given us access to capital to expand our platform but has also provided us with additional support across multiple aspects of our business. Their team has become an invaluable resource whose guidance has strengthened our execution at key assets in our portfolio.
Peter Fioretti and his staff connect with ESG on a regular basis to evaluate performance and develop strategic initiatives to maximize value."