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Our Impact

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Find the good.

Leave it better.

Waterton is committed to being a positive force in the communities in which we live and operate. We strive to leave every person – and every place – better than we found them. To achieve our mission, we believe in a foundation that includes: responsible business practices, inclusive and diverse corporate culture, strong ethics and governance structure, and community engagement and charitable giving.

Responsible

Property Operations & Design

We believe that doing the right thing for our associates, our residents and our communities leads to better results for all stakeholders. We also believe it is our responsibility to protect the environment and reduce our carbon footprint. As an organization, we continually seek out and implement environmentally-friendly opportunities and practices that benefit not only the environment, but our residents, investors and associates alike.

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Energy Efficient Practices

  • Sub-metering or Ratio Utility Billing Systems (‘Rubs’) of utilities resulting in lower energy bills
  • High-efficiency Energy Star appliances
  • High-efficiency mechanical replacements such as HVAC, water heaters, boilers and chillers
  • Electric car parking stations, where appropriate

Water Conservation Practices

  • Low-flow faucets, shower heads and toilets to conserve water
  • Smart irrigation techniques – limit or reduce the size of turf areas, install drought resistant ground cover or hardscape, use native and drought-resistant plants
  • WaterSense technology, where appropriate

Green Living Practices

  • Recyclable carpet that meets low chemical emissions criteria for the Green Label +Plus standard
  • Smart irrigation techniques – limit or reduce the size of turf areas, install drought resistant ground cover or hardscape, use native and drought-resistant plants
  • Online leasing, service requests and rent payments to reduce the use of paper
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Food Bank of the Rockies logo with people standing in front of it.
Giving Back

Social Responsibility

We encourage our associates to give their time, talents and resources to local and national causes and provide tools and programs to support community engagement. Aligned, Waterton’s employee-led corporate philanthropic affinity group, was created in 2017 to align our values with our business and inspire employees to give back in ways that reflect and advance the following mission statement:


“ We improve communities through strategic philanthropic investments and empowering associate volunteerism. We add value to the lives of our associates and the communities we serve. We achieve impactful results on our investments of time, talent and treasure. ”


Aligned focuses on causes associated with our business, including but not limited to, affordable housing, homelessness prevention and employment training programs. Waterton supports these initiatives through executive leadership, charitable contributions and volunteerism.

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The image features the name "Waterton Phi Eanthropic" in large letters.

To engage in more purposeful giving, in 2018, Waterton established the Waterton Philanthropic Fund, a Donor Advised Fund (DAF) under the administration of the American Endowment Foundation and AllianceBernstein. The fund is designed to consolidate the charitable contributions made by individual Waterton associates, fostering collaboration through collective support of various social and civic services that align with our company’s charitable mission.

Whether participating at the leadership level, providing charitable donations, sponsorships, or day of service work, Waterton is a proud partner with many local and national organizations and charities.

A logo for All Stars Project Inc.
The image is a logo of the American Lung Association.
A logo with the text "Breakthrough" and a yellow starburst graphic.
A logo for Bridge Communities features a family of three in silhouette form.
A logo with the text "CARA" and "LET'S GET TO WORK" below it.
The logo for The Catalyst Schools features a person with stars above their head.
The image is a logo of Chicago cares.
A graphic of a house and a building with the words "Chicago Rehab Network" written underneath.
A logo for a common pantry with a green figure.
A logo for Cradles to Crayons shows a crayon replacing the letter "S" in the word "Cradles.".
The image is a logo for Franciscan Outreach, which is described as a path from help to hope.
A logo with a yellow sunflower and the word "gardeneers" in green.
The logo for the Goldie Initiative, which represents women leaders in real estate.
A logo with the letters HH inside a red and blue square.
The image is a logo for a company named Inspiration Corporation.
A logo with a green house shape and the words "La Casa Norte" written in black.
The image features the letters L, S, and C in black.
A logo for Mercy Housing is displayed.
A blue text logo that reads THEMOMPROJECT.
A logo for Sarah's Circle, which helps women rebuild their lives.
A black and white image of a person under an umbrella with the words "South Suburban Pads" above it.
A logo with the letters UIL and the word Foundation below it.
The logo of United Way consists of a blue rectangle with the words "United Way" in white letters, and a circular logo with a hand and a heart in the center.
A logo with a human figure and the text "year-up" in blue.
A group of people in green shirts are posing for a photo.
Better Performance Through

Leadership, Diversity and Inclusion Initiatives

We know that diversity of thought leads to better performance and a more rewarding work environment for associates. Waterton conducts executive training and education on diversity and inclusion, and continues to focus on diversity and inclusion initiatives in our talent attraction, retention, communication and general associate experience initiatives.

Waterton Women, a women’s affinity group, was developed in 2014 to help female associates build strong relationships and rapport among each other and to support their professional development and advancement. The group meets regularly for training sessions, networking events and social functions designed to foster social connections among associates.

We recognize that diversity in both the work environment and industry as a whole is integral to creating a platform for success. Demonstrating our commitment toward that goal, Waterton is a founding sponsor of the Pension Real Estate Association (PREA) Foundation, which aims to promote an institutional real estate investment community that is inclusive and accessible.

Waterton aspires to have an inclusive workplace, and is dedicated to the development of our next generation of professionals. Waterton has a dedicated learning and development department responsible for both corporate and onsite training and development. Waterton incorporated hospitality service best practices into our multifamily operations through our unique training and service program, Resitality®. Resitality® represents a passion for and commitment to investor, resident, and associate service.  Resitality® is a culture of service, valued and promoted throughout the organization and focused on bringing a hotel-like feel to our apartment communities. Waterton also supports the growth and development of our associates through Lunch and Learn seminars, reimbursements for qualified tuition, conferences, and seminars.

Waterton’s Diversity and Inclusion Policy illustrates our commitment to fostering and preserving a culture of inclusion. Our Diversity and Inclusion Committee meets at least quarterly to measure the progress of our efforts and to advise on diversity and inclusion initiatives such as:

  • Highlighting and celebrating diversity across various platforms such as Pride Month, Black History Month and International Women’s Day
  • Providing training to support diversity of thought and to develop our team’s understanding of unconscious bias and a wide range of viewpoints and perspectives

We have also partnered with several local and national non-profit organizations to highlight employment opportunities, provide educational experiences such as internships and seminars, and to serve our local communities.

About

Governance

Waterton is committed to maintaining high standards of corporate governance and cultivating a transparent relationship of accountability with our investors.

An affiliate of Waterton is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC).
Waterton also has an Advisory Board comprising four (4) external independent advisers and Waterton’s two Co-Founders. The role of Waterton’s Advisory Board is to provide additional governance and guidance to the firm’s executive team including: non-binding advice on succession planning, executive compensation, corporate governance, compliance, and strategic long-range growth opportunities.

  • Waterton’s Investment Committee is responsible for approving all acquisitions and dispositions made by the Firm on behalf of its funds and client accounts, and ensuring that investments are within the investment guidelines and allocated per the Firm’s allocation policy. Unanimous approval from the Investment Committee is required for all acquisitions and dispositions, with meetings held on an as-needed basis.
  • Waterton’s Valuation Committee is responsible for approving the internally prepared quarterly valuations of investments and external appraisals in accordance with the Firm’s valuation policy. The Valuation Committee also ensures valuations are performed in compliance with fund/venture operating agreements and client account requirements. All internal valuations are reviewed by the Valuation Committee which meets quarterly, and requires approval from a majority of the voting members.
  • Limited Partner Advisory Committee (“LPAC”) – Each of Waterton’s commingled funds has a limited partner advisory committee (“LPAC”). The LPAC has approval rights over matters concerning investment limitation exceptions, GP conflicts of interest, termination of the Commitment Period, removal of the General Partner, and the dissolution of the Partnership. Schedules permitting, the IAC meets once per year to participate in fund and multifamily market performance updates as well as any General Partner announcements.

We are committed to providing a safe workplace and, in support of that commitment, provide an annual associate training session as well as frequent building safety drills and informational sessions. Our Employee Handbook further details the policies and procedures adopted to ensure a safe workplace for all associates.

We have implemented a Responsible Contractor Policy designed to ensure that third-party contractors and vendors selected by Waterton employ fair wages and fair benefits for workers employed, directly or indirectly, by Waterton through its real estate investments.