Heritage Realty principals have been involved in over $600 million in real estate transactions.

Investment Goals

  • Create "hands-on" and "tenant focused" management that increases tenant retention, property cash flow, and investor returns.
  • Acquire well located "value-added" assets within targeted locations using strategic market analysis and due-diligence.
  • Complete well designed renovations to maximize investment returns within a 3 to 5 year period.

Acquisition Criteria

Target Opportunities:
 
Class A & B: High Quality and well located assets.
 
Class C & D: Value-added properties with rental upside through renovation and improved management.
 
Transaction Size:
 
We consider any sized apartment or commercial transaction.
 
Broker Protection:
 
The sourcing broker will be protected if the property is not listed.
 
Target Markets:
 
Heritage Realty Group is focused on establishing critical mass via acquisitions within the following primary sub-markets:
 
Southern California
  1. Los Angeles County
  2. Orange County
  3. San Diego County
  4. Riverside & San Bernardino Counties
  5. Ventura County
Northern California
  1. San Francisco
  2. East Bay
  3. Silicon Valley/San Jose
  4. Sacramento
Central Valley
  1. Fresno County

These selected markets meet or exceed several key investment thresholds that relate to the basic economics of supply and demand. Most of these markets exhibit supply-constrained characteristics for the following reasons:

  1. lack of vacant land
  2. highly restrictive zoning and entitlement processes
  3. anti-development sentiment created by organized and effective lobbyists supporting NIMBY-ism ("Not In My Backyard")
  4. projected increases in population and jobs

In addition, strong market fundamentals and quantitative "barriers to entry" make these markets suitable for capital investment.

51 E. Campbell Avenue
Suite 200
Campbell, CA 95008

T 408-376-5000
F 408-376-5001


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