A 120+ Year Legacy of Smart Real Estate Investments

Below is a summary of the five-generation real estate chronicle of the Soozin, Wells, Vaughn, Ford, and Parker dynasty.

The first generation started this legacy at the dawn of the 1900’s with the acquisition of assets in retail and a portfolio of single family homes. Fast forward continuing that legacy the family closed more than $623 million in luxury real estate deals in the past decade.

The family portfolio of work (and a mix of assets) includes projects that have been organized here by decade and asset type (this is not an all-inclusive list):

Projects Spanning Multiple Decades

Hospitality:

• Holiday Inns
• Marriott
• Hilton
• 1,000s of resort houses (beaches and ski slopes) for strategic partners

High-End Restaurants:

• Approx. 100 upscale restaurants
• 🏢 Multi-Family Residential:
• Long-standing work with three other family offices.

Medical & Private Practice, including:

• Radiology Associates
• Parker’s Plastic Surgery

Religious Facilities:

• Churches (Presbyterian, Baptist)
• Temples
• Mosques

Institutional:

• Police & fire training facilities
• Police & fire academies
• Firehouses
• Public libraries
• Schools for autism

Retail & Industrial:

• Strip malls
• Grocery stores
• Warehouses

International & Non-Profit Work:

• Clinics,
• Libraries, and
• Schools built in Haiti and other underserved nations.

Yacht and country clubs, including:

• LEHYC
• Brant Beach Yacht Club
• Arcola Country Club
• Ridgewood Country Club

Some of these projects were developed with other family offices & institutional partners.

The assets above have had involvement over the past 40 years. While the assets listed to the right were only a temporary part of our history, which is why they are divided by decade:

1980s

• 3 million sq. ft. of commercial office space
• Spec office buildings
• Medical office buildings
• Banks and bank branches
• Retail space
• First standalone GAP store
• Mercedes-Benz dealership

1990s

• Luxury car dealerships (American & international):
  • Lexus,
  • Porsche,
  • Mercedes,
  • Audi,
  • Jaguar,
  • Jeep,
  • Land Rover,
  • Ford,
  • Chrysler,
  • AMC,
  • BMW,
  • Volvo
• Volvo North American Headquarters Revamp (1990 – Rockleigh, NY)
• Retail, including:
  • Barnes & Noble
  • Staples
  • Boston Market
• Healthcare, including:
  • Valley Hospital
  • Hackensack Medical Hospital

2000 & Beyond

• Healthcare & Senior Living:
  • Medical centers
  • Acute post-care facilities
• Assisted living projects for:
  • Care One
  • Spring Hill

Adi Soozin’s family not only provides deep industry credibility and long-standing relationships, but also a strategic foundation that enhances the fund’s access to off-market opportunities and trusted execution partners.

Everything Adi has worked on from: building an international software company, to writing a 444 page best selling book, is evidence of her uncompromising and relentless commitment to outperforming industry norms.

Equipped with a B.Sc. in Medicinal & Biological Chemistry, an MBA from IE Business School and a childhood raised in a prolific family office, it might come as no surprise that in addition to all of her real estate accomplishments:

• Adi was also the youngest marketer chosen to run an entire Apple sales channel — following her success with campaigns for Porsche, Whole Foods, Target, and Disney.
• Mrs. Soozin then broke a marketing record set by Steve Jobs — doubling Apple sales in one year with no budget increase.
• After this she became the ONLY marketer in the world to grow a fashion company by 4,200% in 9 weeks AND take a self-funded startup from idea stage to $108MM+ in sales in less than five years.
• Then built an international media company whose audience includes UHNWI & politicians from 56 countries.
• During Covid she built a marketing software company that has been used by thousands of businesses across 59 countries.
• Most recently she published a marketing textbook that became a #1 New Release in the U.S. in eight categories and hit the illustrious status of a #2 Bestseller in just 20 days. This is yet another accomplishment that is supposed to be impossible for someone in Adi’s position (a first-time, self-published author).

Collectively, this family legacy combined with Adi’s unparalleled work ethic brings Heritage investors a unique edge: deep industry relationships, off-market deal flow, and trusted execution partners cultivated over more than a century.