In the News
27Mar

The Heritage Group Celebrates 10 Years

SAN DIEGO —The Heritage Group, a San Diego-based full-service commercial real estate and investment advisory firm, celebrates in 2015 its 10th anniversary of providing solution-driven strategies for owners, occupiers and investors in commercial real estate. Heritage is lead by managing directors Mark Hoekstra and Rocco Cortese. “Since inception of our firm, we have focused upon adding value for our clients, their properties, and the communities in which those properties are located. We’ve sustained during difficult economic times and continued to expand the breadth of our services,” Hoekstra said.” We look forward to the next 10 years and beyond as we …

15Dec

Heritage Capital Advisors Hosts Free Oil & Gas Webinar for Accredited Investors

Heritage Capital Advisors offers a monthly webinar series for accredited investors looking to learn about ways to diversify their portfolios. On December 4, 2013, Heritage will host guest speaker Gulf South Holdings Inc. to discuss how Developmental Oil Drilling Programs can potentially help reduce income taxes, provide monthly income and help diversify investors’ portfolios. The 30-minute webinar will begin at 11 a.m. PST, is free and open to accredited investors only. Please register online here. THIS WEBINAR IS NEITHER AN OFFER TO SELL NOR A SOLICITATION OF AN OFFER TO BUY THE SECURITIES DESCRIBED THE OFFERING IS MADE ONLY BY …

15Dec

12,000 s.f. Automotive Property Sold in Excess of $2 Million

The Medford, Oregon property was both sold and subsequently leased by Hertz Car Sales SAN DIEGO, CA— A private investor recently acquired a 12,000 s.f. sales and automotive services property from West One Automotive, doing business as Hertz Car Sales. The property, located on 3.8 acres in Medford, Oregon was sold in a 1031 Exchange for $2,150,000. The space will remain occupied by Hertz Car Sales, which signed a 12-year lease following the property sale. The Heritage Group and Managing Partner Mark Hoekstra represented the buyer in locating a replacement property for their 1031 sale, which took place in November …

15Dec

Heritage Group Partners with Yammer Founder to Acquire Tech-Related Real Estate

Internet entrepreneur David Sacks extends reach into commercial real estate industry SAN DIEGO, CA— The Heritage Group has completed its first Joint Venture equity placement with David Sacks, founding CEO of Yammer, first Chief Operating Officer of PayPal, and an early investor in prominent tech companies to include Facebook, Twitter, Uber, Houzz and AirBnB. The close of escrow occurred at the end of 2013 and Heritage has since been retained to manage the investment on behalf of Sacks. The properties, formerly known as Old Pasadena Plaza, were purchased for $10.5 million and are expected to become part of an emerging …

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