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Investments

Portfolio

Our portfolio is built on five pillars: self-storage, Swig franchise growth, bridge loans, flex industrial space, and ground-up developments. Each sector is managed for both short-term distributions and long-term equity value.

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Showing 26 of 26

Conceptual rendering of Provo Airpark Building 1, a white Class A flex industrial building with a dark glass entrance
Accepting Investments
Flex & IndustrialDevelopments Provo, UT

Provo Airpark Building 1

A 97,720 sq ft Class A flex and light-industrial building at Center Street and Lakeview Parkway in Provo, with 13 planned suites and an 18-month modeled hold.

Projected LP IRR
23.13%
Aerial view of the existing Newbury Business Park flex building and lot in Lindon, Utah
Accepting Investments
Flex & IndustrialDevelopments Lindon, UT

Newbury Business Park

A 10-unit flex-industrial business park in Lindon, Utah: four existing units plus six newly built, all to be sold within 12–18 months.

Projected IRR
20%
The new two-story home securing the Santaquin bridge loan, with white board-and-batten siding and stone accents
Fully Funded
Bridge Loans Santaquin, UT

Santaquin Bridge Loan

A short-term loan secured by a new single-family home in Santaquin, Utah, nearly complete and expected to close in Q3 2026.

HRZN Holdings placeholder graphic — project photography coming soon
Completed
Bridge Loans

BH & SS Bridge Loan

Paid off in Q2 2026, returning a 17.65% IRR and a 14.98% annualized ROI to investors.

Realized IRR
17.65%
HRZN Holdings placeholder graphic — store photography coming soon
Fully Funded
Swig Franchise Nashville, TN

Swig Nashville

Swig's first Nashville location — one of two new Swig Fund 1 stores opening in summer 2026.

Target IRR
20%
The first Swig Fund 2 store, a brick-and-stucco Swig shop with red patio tables
Fully Funded
Swig Franchise

Swig Fund 2 (Knead Swig)

HRZN's second Swig fund: its first store opened in March 2026 and is already a top performer, with leases for stores two and three in negotiation.

Proposed Longfellow site plan with rows of 12×30 and 12×35 foot covered RV and boat storage spaces
Fully Funded
DevelopmentsSelf-Storage

Longfellow RV Investment

A 12-month land investment for covered RV and boat storage: an 8% preferred return paid monthly while the land is leased and entitled, plus 10% at a pre-arranged sale.

Total ROI
18%
HRZN Holdings placeholder graphic — project photography coming soon
Completed
Bridge Loans

AM Short-Term Bridge Loan

A short-term bridge loan that closed on December 16, 2025, returning 40% annualized and a 49% IRR to investors.

Realized IRR
49%
Site plan for the Provo bridge loan property
Completed
Bridge Loans Provo, UT

Provo Short-Term Bridge Loan

A fast-turn, 3-month secured loan backed by real property in Provo, Utah, closed in August 2025 with a 66.33% annualized return.

Annualized Return
66.33%
Swig West Hills location
Fully Funded
Swig Franchise West Hills, TN

Swig West Hills

Swig West Hills is a Swig franchise location in West Hills, Tennessee, structured as a nine-year hold that targets a 20% IRR through franchise expansion and participation in store cash flow.

Target IRR
20%
Residential neighborhood illustrating the Vineyard bridge loan
Completed
Bridge Loans Vineyard, UT

Vineyard Bridge Loan

A 12-month, asset-backed bridge loan in Vineyard, Utah, that returned 14.14% on investment and a 15.78% IRR.

Realized IRR
15.78%
Premium single-family home in the Red Ledges community, Heber, Utah
Fully Funded
Bridge LoansDevelopments Heber, UT

Red Ledges Home

The Red Ledges Bridge Loan is a long-term, secured investment backed by a premium single-family residence in the Red Ledges community of Heber, Utah.

Target Annual Return
19%
Aerial view of the finished NuSkin warehouse and parking lot in Provo, Utah, with the Wasatch Mountains behind, October 2026
Fully Funded
DevelopmentsFlex & Industrial Provo, UT

Nu Skin Warehouse

A 300,000 sq ft industrial warehouse in Provo, Utah, fully backed by a long-term lease with NuSkin (NYSE: NUS).

Total Return Target
44.47%
Swig Hixson storefront
Fully Funded
Swig Franchise Hixson, TN

Swig Hixson

Hixson joined the Tennessee market in early 2025, part of HRZN’s multi-unit Swig rollout.

Opened
Feb 2025
Single-family residence in Orem, Utah
Completed
Bridge Loans Orem, UT

Orem Bridge Loan

A short-term, asset-backed loan secured by a single-family residence in Orem, Utah, repaid with a 36.45% realized return.

Realized Return
36.45%
Residential neighborhood illustrating the Kamas bridge loan
Completed
Bridge Loans Kamas, UT

Kamas Bridge Loan

Having closed March 2025, the Kamas Bridge Loan is a 6–8 month, asset-backed loan structured to deliver strong returns with a conservative risk profile.

Realized IRR
22.01%
Property securing the Salt Lake City bridge loan
Completed
Bridge Loans Salt Lake City, UT

SLC Bridge Loan

A bridge loan secured by a single-family home in Salt Lake City, repaid in December 2025 with an 18.75% IRR.

Realized IRR
18.75%
Citadel Carlin self-storage facility
Fully Funded
Self-Storage Carlin, NV

Citadel Carlin

One of HRZN's strongest-performing facilities, holding 100% occupancy while executing rent increases.

Target IRR
24%
Swig Springbrook store
Fully Funded
Swig Franchise Springbrook, TN

Swig Springbrook

Springbrook opened in February 2025, quickly building a loyal customer base.

First-Hour Tickets
237
Property securing the Heber bridge loan
Completed
Bridge Loans Heber, UT

Heber Bridge Loan

Heber is one of HRZN’s strongest loan executions to date, generating triple-digit IRR for investors on a June 2025 close.

Realized IRR
169.84%
Map of Wales, Utah
Completed
Bridge Loans Wales, UT

Wales Bridge Loan

The Wales Bridge Loan is a 12-month secured loan backed by three single-family homes located in Wales, Utah.

Annualized Return
14.69%
Aerial view of Citadel Storage Spring Creek with the Ruby Mountains behind, September 2026
Fully Funded
Self-Storage Spring Creek, NV

Citadel Spring Creek

A 290-unit self-storage facility near Elko, Nevada, building multiple revenue streams, with occupancy up from 70% to 82% in a year.

Target IRR
22.5%
Swig Oak Ridge store
Fully Funded
Swig Franchise Oak Ridge, TN

Swig Oak Ridge

Oak Ridge launched in July 2025 with record-setting results, marking Swig’s strongest opening to date and expanding HRZN’s consumer portfolio.

Opening Weekend Sales
$1.8M
Aerial view of the Citadel Butte self-storage facility
Fully Funded
Self-Storage Butte, MT

Citadel Butte

A value-add self-storage facility that has added an 11,000 sq. ft. expansion phase and is leasing up the new units.

Target IRR
19.5%
Swig store exterior
Fully Funded
Swig Franchise Fort Oglethorpe, GA

Swig Battlefield

Battlefield opened in January 2025, serving as one of Swig’s first locations in Georgia.

Opening Day Tickets
1,413

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