Zach Jansen is a Chartered Financial Analyst (CFA) and seasoned finance executive with over twelve years of progressive experience spanning commercial real estate, structured finance, and investment management. Based in Denver, Colorado, Zach has developed a reputation for blending analytical rigor with strategic vision—translating complex financial data into actionable growth strategies that drive profitability, enhance portfolio performance, and unlock long-term value. His work in real estate finance and investment has placed him at the forefront of structuring high-impact deals across multifamily, student housing, land, and water asset sectors.
Zach’s career began at Fund Evaluation Group, LLC in Cincinnati, where he quickly distinguished himself as a Research Analyst in the Real Assets division. In this role, he evaluated, monitored, and wrote detailed research on investment managers overseeing large real asset portfolios, laying the foundation for his deep understanding of market cycles, asset valuation, and capital deployment. His early exposure to real estate investments, combined with his technical acumen in Excel VBA modeling and private fund forecasting, gave him a rare analytical edge that set the tone for his career trajectory.
In 2016, Zach joined Capstone Companies, marking the beginning of a pivotal seven-year chapter in his professional life. Rising from Investment Analyst to Associate of Equity & Structured Finance, he became instrumental in underwriting and executing over $1.6 billion in real estate transactions. His time at Capstone showcased his ability to operate at the intersection of finance and strategy—evaluating debt and equity assignments, comparing investment opportunities, and presenting succinct financial conclusions to clients. Beyond his analytical capabilities, Zach demonstrated a collaborative leadership style, mentoring teams, refining underwriting models, and contributing to marketing efforts that elevated the firm’s brand and client engagement.
By 2023, Zach transitioned to Forum Investment Group, a Denver-based investment firm focused on real estate finance and development. As a Senior Associate in Investments, he supported a wide array of transactions, from preferred equity and mezzanine loans to joint venture structures and common equity investments. Zach’s work at Forum reflected his evolving leadership in structuring complex financial arrangements that balanced risk and opportunity. His diligence and precision in due diligence, legal negotiations, and investment committee presentations reaffirmed his role as a trusted advisor and a strategic thinker capable of bridging financial theory with real-world execution.
Currently serving as Finance Manager at Craft Companies, LLC, Zach leads the financial analysis for the acquisition and development of land and water assets across Colorado and the Midwest. His work involves not only meticulous financial modeling but also a broader responsibility—guiding cross-functional teams through budgeting, forecasting, and project financing processes. At Craft, Zach has expanded his expertise into managing project lifecycles, optimizing capital allocation, and collaborating with senior leadership to align financial strategy with company growth objectives. His influence extends beyond spreadsheets and models; he plays an integral role in decision-making that shapes both the short-term returns and long-term sustainability of Craft’s diverse asset portfolio.
Throughout his career, Zach has consistently demonstrated an ability to merge technical expertise with human insight. His proficiency in financial modeling, capital structuring, and investment analysis is balanced by an intuitive understanding of team dynamics and stakeholder communication. Whether leading a financial review or mentoring junior analysts, Zach embodies a leadership style that is both data-driven and people-oriented—anchored by integrity, collaboration, and a clear focus on value creation.
Beyond his professional achievements, Zach’s intellectual discipline as a CFA Charterholder underscores his dedication to continuous learning and ethical standards in finance. He approaches every investment decision with the diligence and analytical depth that the CFA designation represents. His financial literacy is matched by his curiosity and adaptability, qualities that have allowed him to navigate shifting economic landscapes and evolving market conditions with clarity and confidence.
Zach’s personal philosophy extends beyond his office walls. A passionate investor in his own right, he maintains a keen interest in personal real estate investments, reflecting his belief in aligning personal conviction with professional expertise. His recreational pursuits—golf, hiking, skiing, and cooking—reflect a grounded, balanced approach to life. These activities not only offer him perspective and rejuvenation but also mirror his approach to business: thoughtful preparation, disciplined execution, and an appreciation for the long game.
Zach’s academic journey began at the University of Cincinnati, where he earned both his Bachelor of Business Administration in Finance and a Master of Science in Finance with a concentration in Investment Management. His rigorous academic background, paired with his early exposure to quantitative analysis and strategic research, laid a strong intellectual foundation for his later success in finance and investment strategy.
Today, Zach Jansen stands as an accomplished financial leader whose career reflects a steady ascent built on merit, insight, and mastery of his craft. His strategic perspective, grounded by years of real-world experience and academic excellence, enables him to contribute meaningfully to boards, advisory roles, and executive decision-making circles. With a rare blend of technical expertise, ethical leadership, and visionary foresight, Zach continues to create impact—helping companies and investors navigate financial complexity with confidence and clarity.
Character:
Zach’s character is defined by integrity, accountability, and an unwavering commitment to excellence. He approaches every professional challenge with honesty and transparency, fostering trust among colleagues, clients, and partners. His steady demeanor and ethical compass make him a dependable leader in high-stakes financial environments.
Knowledge:
Zach embodies intellectual rigor and deep financial acumen honed through years of experience and formal training. His Chartered Financial Analyst designation reinforces his commitment to analytical precision and continuous professional development. Whether evaluating assets or structuring deals, his decisions are always informed by a comprehensive understanding of markets, capital structures, and long-term value creation.
Strategic:
Zach’s strategic mindset allows him to see beyond the numbers, connecting financial insights to organizational goals. He excels at aligning capital strategy with operational execution, ensuring that every financial decision supports sustainable growth. His foresight and ability to anticipate market trends make him a valuable voice in strategic planning and board-level discussions.
Communication:
A natural communicator, Zach bridges technical finance and executive vision with clarity and confidence. His communication style is both analytical and empathetic, allowing him to translate complex data into actionable strategies that resonate with diverse audiences. Whether presenting to stakeholders or collaborating with teams, he articulates ideas that inspire confidence and drive alignment.
