Education

Seeking Special Opportunities As investors, we see incredible value often upon paths less trodden, those brimming with untapped potential and hidden gems. These are what we fondly term as “special opportunities” — unique, often fleeting chances that promise not just returns, but stories we will be recounting for years to come.    We know that…

Our 7 Rules for Success The French writer Antoine de Saint-Exupery once said: “As for the future, your task is not to foresee it, but to enable it. Success is not a matter of chance but the result of a well-crafted strategy and unwavering commitment to core principles.”   At Heritage Capital, we have distilled…

Office Real Estate  We started our journey in the office real estate sector back in 1997 when we acquired our first office building from a fund, specifically one of the teachers’ insurance funds that had foreclosed on it from a prior owner who the firm happened to know.    This marked the beginning of our…

Why Multifamily Makes Sense Multifamily properties (apartment buildings) are a favored investment option for good reason and one that we have invested in and in which we are looking to make further investments. Multifamily investments are often compared to the bond market within the realm of real estate due to the overall size of the…

Our Due Diligence Process From our standpoint, due diligence is far more than a mere procedural task; it is an in-depth exploration into the potential and viability of any real estate investment. Our rigorous process, which we liken to an academic approach, requires not just the gathering but also the analyzing of a wealth of…

Our Buying Process: How We Find Deals Finding the right deals, in the best possible locations, is integral to driving long-term success here at Heritage Capital. We focus on identifying deals that are strategically located on, or with easy access to major manufacturing and distribution corridors throughout the eastern United States such as those along…

The Power of Compounding We understand the power of compounding as one of the most powerful forces in the universe. That sentiment is often attributed to Einstein, and for good reason—it is true. Small, consistent growth can lead to substantial change over time.   When we apply this concept to financial growth, such as compounding…

Our #1 Rule is Don’t Lose Money One of the most critical principles at the core Heritage Capitals’s philosophy is preserving capital—it is paramount.    One of the most important ways we protect investor capital is by not over-leveraging. We have experience in taking big loans with correspondingly low leverage in the past when we…

Aligning Sponsor and Investor Interests  Crowdfunding platforms fundamental raison d’être is to connect investors and sponsors. They operate as intermediaries, facilitating connections between capital providers and deal sponsors, while generating income through transaction-related fees. It all seems pretty simple, right?   Keep in mind that most platforms’ business model thrives on a high volume of…

The Ultimate Guide to Industrial Real Estate From warehouses and distribution centers to manufacturing facilities and logistics hubs, industrial real estate plays a pivotal role in supporting global commerce and supply chain operations. This guide delves into the key aspects of industrial real estate, including property types, investment strategies, market trends, and the critical role…