There are many ways to invest in Real Estate and the tasks can be daunting for both novice and experienced investors alike. At Heritage Fund, we believe that Real Estate is one of the best investments a person can make if done right.

A Real Estate Investment can benefit you in multiple ways:

  • Cash Flow: Increased income from rents and other sources
  • Capital Appreciation: Your investment property can go up in value
  • Tax benefits: Real Estate can carry many tax incentives

One way that Heritage Fund helps both the new and experienced investor is by simplifying the process. Our experienced agents will take you step-by-step through the investment process from research, to finance, to purchase, and to management. Each step, the agent will be side by side with clients to make sure that the property is a good investment for the situation and all due diligence has been done.

This service is at no cost to the investor as Heritage Fund believes in fostering long-term, mutually beneficial relationships.

Heritage Fund also creates unique opportunities for individuals to invest as little as $1,000 in valuable residential and commercial Real Estate partnerships. Clients receive a dual benefit by investing in these products — they add Real Estate holdings to their portfolios, but they do not have the responsibility of maintaining or managing the property in which they are investing.

These Real Estate partnerships and trust deed partnerships spread risk across a pool of investors, and they can offer higher returns than traditional investments such as certificates of deposit and money market accounts.

What is a Real Estate Partnership?

Real Estate partnerships are formed for the purpose of acquiring and operating Real Estate properties. A property in a partnership is purchased with approximately 20% equity and 80% debt. Partnership investors are investing in the equity portion of this transaction.

A partnership typically holds a single investment comprised of a single property or several buildings. The rentals collected from tenants in these buildings, minus partnership operating costs (i.e., carrying costs, leasing commissions, debt service, and maintenance reserves), form the monthly distributions to the partnership investors.

Investors usually obtain a limited partnership share, in which they take part in the profits of the partnership, but are not required to manage the investment. Management duties are given to professional managers. The limited status shields these investors from liability past their initial investment.

What is a Trust Deed Partnership?

A Trust Deed Partnership (TDP) is a pool of loans secured by real property. As TDP manager, Heritage Fund carefully evaluates the underlying Real Estate assets, and the borrowers’ ability to pay interest and principal due on the loans. The firm also purchases TDP membership units for its own account, therefore aligning its interests with those of the other investors.

A partnership typically holds a group of trust deeds. The interest collected, minus operating costs create the monthly distributions to the partnership investors.

Investors usually obtain a limited partnership share, in which they take part in the profits of the partnership, but are not required to manage the investment. Management duties are given to professional managers. The limited status shields these investors from liability past their initial investment.

Current Investments

This is a list of the investment partnerships Heritage Fund has completed to date. Once funded, these investments are closed to new investors (with the year closed indicated in parentheses).

Real Estate Partnerships:

  • Solano Holdings LP | Closed to new investors (2010)
  • Walton Street LP | Open to new investors
  • East Bay Legacy Group LP | Open to new investors

Trust Deed Partnerships:

  • No partnership available at this time

Do you want to start investing in Real Estate, but do not know where to begin?
Ask about our custom Investment solutions where we accompany you through the entire process:

      1. Property selection
      2. Evalute the property
      3. Finance the deal
      4. If flipping the property
        1. Fix property
        2. Sell and profit
        If leasing the property
        1. Property management

See the Featured Properties page for examples of investment properties and analysis.

Have questions? Ready to get started?