1. What is the Heritage Real Estate Fund (HREF)?
HREF is an invitation-only private equity real estate fund focused on acquiring and managing luxury office, luxury retail, industrial and next-gen self-storage assets along the East Coast and in the Sunbelt region of the United States. The fund targets strong risk-adjusted returns for accredited investors.
2. Who can invest in this fund?
Only accredited investors, as defined by the SEC under Regulation D 506(c), are eligible to invest. Verification of accredited status is required before access to offering documents is granted.
3. What is the minimum investment amount?
The minimum investment is $1 million USD.
4. How do I verify my accredited investor status?
You can obtain verification through a third-party provider such as VerifyAccredited, FundAmerica, or Tokeny, and upload the documentation during the application process.
5. What types of properties does the fund invest in?
We focus on income-producing assets in the industrial, office, retail, and self-storage sectors—particularly in high-growth, supply-constrained markets across the East Coast and Sunbelt markets.
6. Is the fund open to international investors?
Yes. HREF accepts foreign investors who meet accredited status and comply with applicable laws.