Hamilton Zanze Bolsters HZ Evergreen Fund with New Multifamily Acquisition

Hamilton Zanze Expands HZ Evergreen Fund with New Asset

Hamilton Zanze, a prominent real estate investment firm based in San Francisco, has made headlines with the addition of the Greens at Van de Water Apartments in Loveland, Colorado, to its HZ Evergreen Fund. This acquisition marks the ninth multifamily property to join the Fund's diverse portfolio. The apartment complex, which comprises 252 well-designed units, is strategically located to offer residents easy access to employment hubs, retail options, and a plethora of outdoor activities in Northern Colorado.

The HZ Evergreen Fund was initiated in August 2024, with a vision to furnish investors with an opportunity to engage in a portfolio of high-quality, institutional-grade multifamily communities that Hamilton Zanze has meticulously curated from its national assets. The latest addition not only expands the Fund's footprint in crucial markets such as Colorado, Kansas, Arizona, Oregon, and Washington but also enhances its long-term strategy of ensuring steady income through a diversified mix of properties and geographic areas.

Kurt Houtkooper, CEO of Hamilton Zanze, expressed enthusiasm about this addition, stating, "Adding Greens at Van de Water aligns perfectly with our strategy of developing a robust and diversified portfolio capable of weathering economic fluctuations. The community's focus on stability and its prime location align well with the Evergreen Fund's investment strategy, which prioritizes assets in areas with solid economic fundamentals. Over the past year, we've made significant headway, and we remain devoted to generating reliable income, optimizing tax efficiency, and fostering long-term value for our investors."

The HZ Evergreen Fund aims not only to deliver consistent income and appreciation but also simplifies tax reporting and provides advantages for estate planning. Moreover, it opens avenues for investors to engage in tax-deferred 721 exchanges, allowing them to convert existing property ownership into units of the Fund.

By the close of 2025, the Evergreen Fund saw its total asset value exceed an impressive $500 million, reflecting steady growth and enhanced distributions. Noteworthy initiatives throughout 2025 included the addition of three new properties to its portfolio, increased quarterly payouts, and significant renovations across its initial holdings. Ongoing renovation projects aim to enhance newer additions, while the launch of a distribution reinvestment plan offers investors an option to automatically reinvest their quarterly distributions.

Looking ahead to 2026, industry forecasts suggest a slowing pace of new multifamily supply, which could present a more favorable environment for stabilized assets and those undergoing improvement. These market dynamics support the Fund's long-term strategies and optimistic outlook across its designated target markets.

Hamilton Zanze's history is impressive; the firm has been a stalwart in the multifamily investment sector since its establishment in 2001, overseeing the acquisition of a staggering $8.1 billion in multifamily assets mainly across the Western, Southwestern, and Eastern United States. Its current portfolio includes 88 properties totaling 25,356 units spread across 29 markets.

To stay updated about the HZ Evergreen Fund and its future developments, visit Hamilton Zanze's official website. As the firm continues to make strategic moves and innovate in the real estate landscape, its commitment to high standards and investor satisfaction remains unwavering.