Buy-Side Advisory
Intake, opportunity calendar, valuation models, offer orchestration, and transaction committee materials.
Capital Advisory & Deal-Intelligence
Off-market mandates. Institutional diligence. Confidential execution.
Monthaven connects qualified real asset principals, operators, and capital partners through mandate-driven sourcing, underwriting, and process management that stays off market and on strategy.
$3.5B+
Advisory Underwritten*
35+
Platform partners*
100M+
Processed Monthly*
*Figures presented for context; see Terms for disclosures.
What we do
Mandate-aligned support across the deal lifecycle.
Every engagement is scoped, under NDA, around discrete criteria so we can mobilize intelligence, partners, and diligence resources exactly where they move the mandate forward. Explore the full service coverage or see how we operationalize mandates.
Discreet Dispositions
Pre-qualified buyer lists, data room setup, diligence coordination, and soft-circled offers held under NCNDA.
Capital Formation
Equity and credit introductions, co-GP structuring, and documentation with broker-dealer participation as applicable.
Diligence Support
Independent model reviews, T-12 / rent roll checks, comp books, and targeted risk flags ahead of investment committee.
Principal Investing (GP / Co-Sponsor / LP)
GP / Co-Sponsor
We originate, underwrite, structure debt/equity, and step in as GP alongside operating partners.
LP / KP
Selective co-investments with aligned sponsors; programmatic rights where useful.
Alignment
Co-investment and fee credits where appropriate; decisions packaged for IC with clean OMs and sensitivities.
Intel
Briefings and playbooks tailored to income-forward strategies.
We synthesize market data, operator feedback, and on-the-ground diligence from mandates across the Sunbelt and coastal growth corridors.
Brief
Sunbelt Multifamily Guardrails
Absorption pacing, expense benchmarking, and capex alignment for resilient NOI plans.
DownloadPlaybook
Small-Bay Industrial Demand Signals
Tenant mix optimization, rent step strategies, and renewal tactics for sticky credit.
DownloadCase Study
Anonymous: Multifamily Repositioning
Operational levers, renovation cadence, and KPI tracking that unlocked NOI expansion.
Read