Advisors embedded with principals, operators, and capital partners.

We operate as an extension of your mandate—confidential, criteria-led, and ready to underwrite opportunities with institutional rigor while protecting relationships already in motion.

Values in practice

Discretion, credibility, and execution-first posture.

Monthaven was formed to bridge the gap between principal-led sourcing and the bandwidth required to pursue mandates in real time. We protect your strategy, add capacity, and deliver a polished process that keeps institutional counterparties confident. When you're ready to operationalize, explore the supporting services and see how engagements progress.

          Our stance
          Mandate-first: we say no when an opportunity or partner sits outside of the signed criteria.
Confidential by design: documentation, NCNDA management, and data rooms stay controlled.
Institutional grade: underwriting, diligence, and reporting mirror the expectations of top-tier ICs.

        

What partners note

Signals that Monthaven is aligned with your mandate.

Principal bandwidth is constrained

We stand up deal calendars, diligence checklists, and negotiation support so sponsors keep pace without diluting attention from existing portfolios.

Off-market access matters

Our sourcing combines proprietary relationships and targeted research to surface opportunities before they go broadly marketed, often informed by insights from the Intel briefings.

IC-ready materials are non-negotiable

Mandates benefit from underwriting memos, comp libraries, risk flags, and sensitivity models designed for investment committees.

Confidentiality must hold

We manage NCNDA execution, data room gating, and communication cadences to keep conversations contained until go-live.

Operators & capital partners

We collaborate with operating partners across multifamily, industrial, specialized storage, and necessity retail throughout the Sunbelt and select coastal MSAs. Capital partners engage us to maintain disciplined throughput without building full internal teams.

“Monthaven gives us the institutional polish without the bureaucracy. They triage opportunities, protect our NDA posture, and move diligence forward faster than we can staff internally.”

— Managing Partner, Sunbelt Operator (anonymized)