Travis Montgomery
First through the door. The engineer who builds the systems behind the deals: strategy, market intelligence, property marketing, and the CRM, AI and data stack that keeps Prosperity's pipeline moving across the country.
"Travis was the first person through the door. He believed in this vision before there was a website, a buy box or a team, and he has been instrumental in pushing it forward to this point."
Chicago, born and raised
Computer engineer, Wright State 2012
Platinum, Gold and Silver, CAR CommercialForum
Industrial advisor, SCLM
The systems behind the deals
Six tools, in the order a deal moves through them. Hover or tap a card to see what it does for a member or an owner.
Built in-house. Used every week.
Ownership research
Pulls title, ownership and encumbrance detail so the team knows who really owns the asset.
Prospect lists
Builds the targeted list of owners and decision-makers in the markets and the buy box.
Outreach campaigns
Runs the cadence that puts a member in front of the right owner at the right time.
Pipeline and conversion reports
Shows where every deal is, what converted, and where the next lead is coming from.
Underwriting and the buy box
Holds the numbers and the criteria so an owner gets a range in days.
The Friday Close
The weekly market report that keeps the network reading every Friday.
Prosperity Zooms
The ledger
The strategist
Leads growth strategy, market intelligence, business development and property marketing for Prosperity Group and Midwest Investment Advisors. On the 5228 S. Blackstone sale, REjournals (January 2022) reported Frank Martinez saying "everyone is contributing behind the scenes, like Travis Montgomery, who leads all our marketing."
Every closing since KW Commercial
The closings Midwest Investment Advisors has made at KW Commercial carry his marketing and strategy — named without prices: 5228 S. Blackstone (40 units, Hyde Park), 54th & Everett (Hyde Park), 7301 S. East End (48 units), 7201 S. Western (20-unit mixed-use, 2021, with Jason York and Vince Ewing), 7456 S. Eberhart (19-unit mixed-use), 5060 S. State (medical office and retail center, Bronzeville), 5225 W. Washington (17 units, 2026, with Tony Hardy). See the track record
The engineer
B.S. in computer engineering, Wright State University (2012). Builds the CRM, AI and data systems behind the network's outreach and the 30-60-90 production program that moves a new member into production.
Owners and institutions
Works with first-time investors, local entrepreneurs, institutional owners, family offices, nonprofits and government entities across multifamily, retail, office, industrial, mixed-use, hospitality, land, adaptive reuse, senior housing and special-purpose property.
Industrial and logistics
Advises industrial and logistics clients as part of SCLM (Supply Chain, Logistics & Manufacturing).
Through the lens
Photography and 4K drone work on the team's buildings.
Recognition
Chicago Association of REALTORS CommercialForum Sales Awards, Platinum, Gold and Silver (2022).
In their words
Two short client lines from his own site, 615commercialadvisor.com: "a national tenant for our retail space" and "our multifamily acquisition in Chicago".
Three ways in
Owners: a valuation and a plan
Bring the rent roll and the P&L; get a range in days and a plan you can take to your partners.
Members: the 30-60-90
The production program that moves a new member into production — 30, 60, 90 days in.
Industrial: logistics and manufacturing space
Industrial and logistics clients through SCLM — warehouse, distribution and manufacturing space.