When there is blood in the water, the sharks that know how to move with surgical precision make billions. While the rookies run around like headless chickens—losing everything, including the farm.

Heritage Real Estate Fund (“Heritage” or the “Fund”) is an invitation-only, hybrid real estate fund investing in both equity and debt opportunities. We prioritize core-plus and value-add investments across select U.S. markets, with our north star metric being exceptional investor returns. The Fund takes an opportunistic approach to maximize investor value, targeting assets that generate substantial returns and long-term capital appreciation.

Heritage’s Differentiating Factors

Our team has more than $600 billion in combined career transaction volume—representing decades of landmark deals, market-defining acquisitions, and record-breaking exits across the most coveted real estate markets in the world.

With over 550 years of combined real estate mastery, our team is comprised of industry titans whose legacies span centuries. Among us are two multigenerational investors with uninterrupted family histories of 120 and 200 years in real estate—dynasties whose influence and connections are woven into the very fabric of the market. Our insider access, generational relationships, and strategic alliances are the kind of advantages that other funds could scarcely imagine, let alone replicate.

Today we combine our unique knowledge and experience to execute the following strategies with surgical precision:

• Diverse Asset Class Strategy: Heritage strategically allocates capital across complementary asset categories:
• Core Commercial Real Estate: Industrial, Office, Luxury Retail, Self-Storage, and Data Centers—assets designed to deliver stable income and long-term appreciation.
• Opportunistic Growth Projects: New development and strategic land acquisitions in high-growth markets, targeting outsized returns through value creation and market timing.

Geographic Focus on Growth Markets

Playing on our competitive advantages, we target high-growth, supply-constrained areas within the Sunbelt and East Coast regions of the United States, where: our strategic alliances, demographic trends and economic expansion create unparalleled long-term opportunities.

Institutional Expertise, Boutique Execution

The Fund’s leadership brings institutional-grade discipline and asset management combined with an agile, hands-on approach refined over decades of successful investing.