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Managing Director

Walter Montague

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Walter Montague brings more than three decades of commercial real estate experience to Trusted Capital Partners, with a background spanning property valuation, underwriting, asset management, and investment sales across multiple property types. His experience includes retail, multifamily, industrial, land, and office assets, serving both institutional and private investors nationwide.

Throughout his career, Walter has worked on all sides of the real estate transaction. He has held senior roles at national brokerage firms, including Cushman & Wakefield and National Apartment Advisors, where he focused on acquisition and disposition strategy, underwriting, valuation oversight, and complex transaction execution. Over time, he has been involved in more than 100 commercial real estate transactions with aggregate values exceeding $1 billion.

In addition to brokerage and advisory work, Walter brings an owner-operator perspective that closely aligns with the clients Trusted Capital Partners serves. He is a Principal and Board Member of Crawford Austin Properties, a privately held real estate firm that owns and manages industrial and retail properties throughout Texas. In this role, he has spent decades evaluating long-term strategy, capital structure, financing decisions, and the practical challenges faced by property owners as assets mature, transition, or are passed to the next generation.

At Trusted Capital Partners, Walter partners with property owners to evaluate liquidity events, tax exposure, and reinvestment options with clarity and discipline. His experience in valuation, financial modeling, and debt structuring allows him to assess Delaware Statutory Trusts and other real estate securities from an owner’s perspective, with an emphasis on capital preservation, risk management, and long-term alignment. He works closely with owners of legacy, family-held, and income-producing properties to help navigate important transition decisions.

Walter earned his MBA in Finance from the University of Houston’s Bauer School of Business and a bachelor’s degree in Political Science from the University of Colorado at Boulder. He has been a licensed Texas Real Estate Broker since 1994 and remains actively involved in commercial real estate ownership and advisory work. He resides in Waco, Texas, with his wife and family and enjoys staying active, reading, and spending time outdoors.

Member FINRA/SIPC

Investment results and distributions are not guaranteed. This information does not constitute an offering of, nor does it constitute the solicitation of an offer to buy, any securities. This material is not intended to provide any tax, legal, or Investment advice. Securities offered through Saxony Securities, Inc., Member FINRA/SIPC.

FINRA has a public disclosure program known as BrokerCheck that provides information regarding the disciplinary history of FINRA members and their associated persons. The BrokerCheck Hotline Number is 1-800-289-9999. The FINRA website address is https://brokercheck.finra.org/

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Delaware Statutory Trust
Delaware Statutory Trust
1031 DST Exchange
Capital Gains Deferral

IRC Section 1031, IRC Section 1033, and IRC Section 721 are complex tax codes; therefore, you should consult your tax and legal professional for details regarding your situation. Any information provided on this site is for informational purposes only. Securities are offered through registered representatives of Saxony Securities, Inc., Member FINRA/SIPC. Office of Supervisory Jurisdiction branch located at 11152 South Towne Square, St Louis, MO 63123. Securities are only available in states where registered representatives are registered. Trusted Capital Partners and Saxony Securities, Inc. are separate entities.

This site is not an offer to sell or a solicitation of an offer to buy securities. All real estate and DST properties contain risk. Please read the full private placement memorandum for a discussion of each property’s business plan and risk factors. There are no guarantees for projected cash flow and/or appreciation. Please do not invest in real estate or DST properties if you cannot afford to lose your entire investment principal. Past performance is not indicative of future results. Any information provided on this site has been prepared from sources believed to be reliable but is not guaranteed by Trusted Capital Partners or Saxony Securities, Inc. and is not a complete summary or statement of all available data necessary for making an investment decision. All photos are representative of the types of properties that Trusted Capital Partners has worked with in the past. Investors will not be purchasing an interest in any of the properties depicted unless otherwise noted.

Investments in Delaware Statutory Trusts (DST) are speculative and involve substantial investment, real estate, and tax risks. There is no guarantee of cash flow, distributions, or real estate appreciation. Investors could lose some or all of their investment in a DST. Investors are encouraged to review the Confidential Private Placement Memorandum in its entirety and consult with their own legal, tax, financial, and business professionals before investing. Offers can only be made through the Private Placement Memorandum. All properties shown are Regulation D Rule 506c offerings available to accredited investors only (generally defined as having a net worth of greater than 1 million dollars and/or an entity owned entirely of accredited individuals or having gross assets of over 5 million dollars).  Please speak with your CPA and attorney to determine if you and your investing entity are considered accredited before considering an investment.

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