Founded in 1995, Waterton is a privately held real estate investment and property management firm based in Chicago, leveraging value-add strategies to manage a national portfolio of U.S. real estate assets across multifamily, senior living, and hospitality sectors. As of September 2023, Waterton oversees approximately $10.4 billion in assets and notably manages large investment funds, including the Waterton Residential Property Venture XIV and XV, with equity commitments amounting to $1.5 billion and $1.53 billion respectively.
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(Latest available fund marks; returns metrics net of fees and expenses; fund size in billions)
| Fund | Vintage | Mark | Size | Called | IRR | TVPI | DPI | RVPI |
|---|---|---|---|---|---|---|---|---|
| Waterton Residential Property Venture XIV, L.P. | 2020 | 63.9% | 1.1 | 0.0 | 1.1 | |||
| Waterton Residential Property Venture XV | 2023 | Mar. '23 | 0.0 | |||||
| Waterton Residential Property Venture XIV, L.P. | 2020 | Mar. '23 | 63.9% | 1.1 | 0.0 | 1.1 | ||
| Waterton Precious Metals Fund II Cayman, L.P. | 2013 | Sep. '22 | $1.2 | 90.4% | 8.0% | 1.4 | 0.7 | 0.7 |