Investor Profile - AZ
William Montgomery
William Montgomery is a real estate investor and operator based in Phoenix, AZ. Public filings show activity across 23 properties held through 7 holding companies. Recent mortgage relationships include Mesa West Capital, HEITMAN CR ACQUISITION I, and CBRE.
William's Activity
As of June 2026, public records show approximately $95.6M in recorded mortgage exposure linked to this investor across at least 6 mortgage filings and 23 properties held through 7 holding companies. Activity appears concentrated in residential and vacant assets recorded between 2016 and 2026.
Associated People
Primary Geography
Phoenix, AZ
ZIP codes: 85374, 85388, 85142, 85008, and 85014
Most activity in SURPRISE, PHOENIX, SCOTTSDALE, CHANDLER, and SAN TAN VALLEY.
Property Type Breakdown
Associated Entities (7)
AZ · 0 properties · 2 mortgages
AZ · 0 properties · 1 mortgage
+5 more entities not shown
Mortgages (6)
Top Lenders
| Date | Amount | Status | Lender | Borrower | Address |
|---|---|---|---|---|---|
| 07/22/2021 | $42.7M | Open | HEITMAN CR ACQUISITION I | SRGMF III PECOS ROAD CHANDLER LLC | 2300 W PECOS RD, CHANDLER, AZ 85224 |
| 06/02/2021 | $52.9M | Open | Mesa West Capital | SRGMF III CAMPBELL AVENUE PHOENIX LLC | 1550 E CAMPBELL AVE, PHOENIX, AZ 85014 |
+4 more not shown
Owned Properties (23)
| Address | Deeded owner | Status | Consideration |
|---|---|---|---|
| 14139 W GRAY FOX TRL, SURPRISE, AZ 85387 | WILLIAM MONTGOMERY | Owns - 10 mos | $573k |
| 20579 S 190TH PL, QUEEN CREEK, AZ 85142 | ADDISON MONTGOMERY | Owns - 15 mos | $915k |
+21 more not shown
FAQ
What type of real estate does this investor focus on?
Associated mortgages and deeds show activity in residential and vacant properties across Phoenix, AZ.
What companies is William Montgomery associated with?
William Montgomery is associated with 7 entities based on extracted signatures from public records. Key entities include PHX DOBSON 2015 LLC, SRGMF III PECOS ROAD CHANDLER LLC, SRGMF II CHANDLER PHOENIX LLC, SRGMF III CAMPBELL AVENUE PHOENIX LLC, and SRGMF III CHEYENNE PHOENIX LLC.
How many properties are associated with this investor?
At least 23 properties are associated with William Montgomery and the entities they control, based on signatures extracted from recorded documents connecting William Montgomery to the entities.
Which lenders has this investor worked with?
Recent mortgage activity references Mesa West Capital, HEITMAN CR ACQUISITION I, and CBRE, indicating a mix of lending relationships.
How recent is their activity?
Records show activity from 2016 through 2026, with the most recent mortgage recorded in 2021.
How is associated activity determined?
Elementix uses AI to extract signatures from recorded documents. These signatures are used to determine the relationships between people and entities. This is a novel approach that goes beyond looking at corporate filings and skip-tracing.
The information displayed on this page is compiled from recorded real estate documents, business filings, and other lawfully available sources. Elementix summarizes and analyzes public record activity related to investment real estate and associated business entities. Any contact indicators shown (such as email domain references or partial phone digits) are provided solely as unverified signals and may be incomplete or outdated.
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