Full-service Real Estate Asset Management firm with an emphasis on the overall portfolio of the client and strategically investing and/or managing each portfolio to maximize performance and appreciation.
Real Estate Management & Investment
Heritage Realty Partners
We are driven to exceed client expectation by designing customized solutions and implementing them to achieve our clients’ goals and expectations. We do this through the strategic investment and effective management of real property assets.
We believe that real property assets play a critical role in a diversified wealth portfolio and are focused on the overall performance of the assets as they relate to each client’s individual plan.
We are passionate about people and having a positive impact on our communities. People are influenced by real estate in every part of their lives: where they live, where they work, and where they play; all are types of real estate. By creating customized solutions for our clients that focus on bettering the overall community for the future we are providing an insulated appreciation cycle as well as a secure source of income.
Real Estate Services
Real Estate Asset Management
Asset Management of real property assets includes all operational aspects as well as all financial components. Operationally the asset manager will oversee the day to day operations of the property, collecting rent, servicing repairs, and maintaining property free of issues. Financial components would include overseeing mortgage, insurance, and connection to larger estate plan including distributions.
Strategic Investment Advisory
Real property acquisition requires strategic decision making and proper planning as real property assets are typically longer duration investments. Designing customized strategies for clients will always have at least a ten year investment horizon and for many of our clients they plan to legacy the assets down through generations.
Wealth Planning - Real Estate Counselor
As a critical part of understanding the client’s needs, a wealth plan is designed and implemented to achieve the client’s goals. The plan will most likely involve real property assets which will cultivate a larger opportunity to be a trusted advisor and asset manager for the client. The wealth plan is something that we will use as a benchmark in the asset management of the real property assets.