Heritage Realty Services LLC’s single industry focus has produced unparalleled industry knowledge.
The founder and key staff each have over 25 years of real estate transactional experience throughout numerous market cycles. With an owner's perspective, Heritage has an innate understanding of structuring and managing real estate assets and providing investment solutions.
Reliable and consistent sources of capital from established financial resources.
Reliable transactional resources come from domestic and international accountants, attorneys, appraisers, environmental consultants, engineers, and property inspectors.
Extensive experience in ownership/investment structures such as tax, partnership, equity, complex debt financing, and leasing guidance.
A thorough review and analysis of the existing or to be acquired asset is established to achieve cost saving, long term cash flow, and capital appreciation. This includes a review of building operations and market/financial evaluations throughout the life of the asset.
A thorough analysis and summary of market demand dynamics which includes tenant needs, competitive building summaries, demand and supply reports, and a review/summary of macro and micro economic developments.
Investment metrics applied throughout the investment cycle provides a comprehensive and on-going understanding of the opportunity.
Exceptionally experienced and multi-disciplined staff with strong real estate, finance and economic backgrounds.
Cash flow, capital appreciation, and exit strategies are developed and modified as needed throughout the entire ownership/investment experience.
An understanding of structured finance that is unique to the investment.