In the News

Heritage Sells Medical Office Building in Vista for $7.65M

SAN DIEGO – San Diego Commercial Real Estate Firm, The Heritage Group, facilitated an $7.65M sale for Lomas Santa Fe Group, a local family office based in Solana Beach. The Buyer was the Moss Group, a family-owned and operated property development and management company based in Los Angeles. Dan McCarthy and Kyle Clark, senior directors of The Heritage Group, represented the seller in this transaction. The 16,486 square foot medical office building is located 145 Thunder Drive, Vista, CA 92083. The asset is adjacent to Tri-City Medical Center, an acute-care hospital with over 700 physicians and 60 specialties. The strategic …


FITT University Moves into Old Poway Village

SAN DIEGO – Sean Hickey DBA FITT University (FITT U) signed a 5-year, 3-month lease for $252,333.54 with Old Poway Village Center, LLC. The 2,016-square-foot retail space is going to house licensed Physical Therapist, Sean Hickey, who is bringing a unique and comprehensive gym experience that will provide the foundation of knowledge to live a healthier lifestyle. FITT U will offer small group and one-on-one training sessions. Kyle Clark, Lev Mizan and Dan McCarthy, all with The Heritage Group, represented the landlord and Poway-based tenant in the transaction. Since the 2016 acquisition of Old Poway Village, The Heritage Group has …


Glenn Martin Joins The Heritage Group as Portfolio Manager

The Heritage Group recently brought on Glenn Martin as their newest Portfolio Manager. Martin brings more than 12 years of commercial real estate experience to work with the Real Estate Services team where he will oversee the continuously growing portfolio. Prior to joining The Heritage Group, Glenn served as Senior Property Manager for Kidder Mathews. While at Kidder Mathews, he focused on property operations, financial/reporting, leasing, tenant/client relations, and tenant improvement construction. Over his years of experience, Glenn has worked as Property Manager for Cushman and Wakefield, as well as Portfolio Manager for firms such as G&L Realty and Pacific …


Heritage Core Value Fund Buys San Marcos Square for $4.25 M

SAN DIEGO –San Diego-based Heritage Core Value Fund, LP has recently purchased San Marcos Square for $4,250,000. Matt Hardy and Matt LoPiccolo represented the Costa Mesa-based seller, S&C San Marcos, LLC, for the transaction. The 19,274-square-foot retail property is comprised of three buildings and sits on 37,897-square-feet of land. The property – located at 156-190 S. Rancho Santa Fe Road in San Marcos – is anchored by US Bank and includes additional tenants such as Rossi’s Pizza, San Marcos Dental, CTP Computers, Crispy’s Donuts, Cole & Associates, and Adobe Lock & Safe. Prior to the sale, the same family owned …

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