Celebrating Over 25 Years!

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Our History

May 1995

1995 Waterton timeline headshot

Company Founded Over Pop Tarts

David Schwartz and Pete Vilim meet for a business dinner of Pop Tarts and brainstorm the idea of founding a company together.

January 1996

Waterton timeline Austin photo

First Acquisition

Oak Run Apartments in Austin, TX

May 1996

Waterton timeline fund icon

First Fund Launched

$9.2 million with target markets including Dallas, Tampa & Phoenix

November 1998

Waterton Property Management logo

Waterton Property Management Started

Waterton investment management business expands to include property and construction management

August 2002

Waterton timeline pension icon

First Pension Fund Investor

Waterton’s investor base expands to include one of the country’s most prominent pension funds

August 2002

Waterton timeline $1 Billion icon

First $1 billion in AUM

Waterton surpasses $1 billion in assets under management

April 2007

Presidential Towers - Waterton

Purchased Presidential Towers

The largest multifamily real estate deal in the city of Chicago at the time & Waterton’s largest property to date

January 2008

Waterton Residential logo

Waterton Residential Launched

Waterton’s residential property management business is rebranded as Waterton Residential

February 2011

Waterton timeline investors icons

Waterton Launches First Commingled Fund

Waterton raises $500 million from multiple institutional investors

October 2015

Waterton timeline rebrand logo

Waterton Celebrates 20 Years

Waterton celebrates 20 years in business and consolidates Waterton Associates, Waterton Residential and Ultima Hospitality into a single company

January 2019

Waterton Pathway to Living timeline image

Pathway to Living

Waterton acquires majority interest in seniors housing platform Pathway to Living

January 2019

Waterton Waterford Hotel Group timeline photo

Waterton Partners with Waterford

Waterton partners with hospitality operations firm Waterford

May 2020

Waterton 25 years logo

25 Years in Business!

Waterton celebrates 25 years in business

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