Real Estate Management Services
The Heritage team takes an "owner’s approach" to the assets we manage. We work closely with our clients to clearly identify goals and objectives and create a personalized strategy for the success of each property.
Management Services Include:
- Property Management (office, Industrial, retail)
- Commercial Association Management
- Strategic Asset Management
Real Estate Investment Management
Our acquisitions team leverages a diverse set of sponsor relationships, including those investments that The Heritage Group sponsors itself, to source investment opportunities before they are widely marketed. Where appropriate, we also utilize broker relationships and an advanced skill set to underwrite and make recommendations for our clients that are predicated on a thorough review of the opportunities to create value.
Corporate Services
The Heritage Group currently represents occupiers of real estate in the United States and Globally. We provide the following services for these clients.
Management
- Facilities Management
- Lease Administration
- Expense Analysis/Audit
- Strategic Real Estate Planning
- Organizational Mergers
- Move Management
Construction
- Management of Tenant Improvements
- Management of Facility Remodeling/Expansions
Transactions
- Tenant Representation
- Leasing/Subleasing/Disposition of Excess Facilities
- Acquisition of New Corporate Facilities
Real Estate Brokerage Services
The Heritage team performs brokerage services at many levels. We have formed quality long-lasting relationships with the real estate brokerage community and address each particular requirement with a separate and unique strategy.
Brokerage Services Include:
- Leasing (Office, Industrial and Retail)
- Tenant Representation
- Investment Sales
- 1031 Exchange Replacement Property Acquisitions
- Investment Modeling and Return Analysis
Real Estate Advisory Services
Our well-established network of relationships and comprehensive approach to commercial real estate services allows us to reach beyond our management platform and provide the following advisory services:
- Due Diligence
- Valuation
- Joint Venture and Equity Structuring
- Court Appointed Receivership Services
- Expert Witness Services
Development Management
Our team has completed ground up development projects throughout the state of California. We understand the process, and guide our clients through a market driven decision making process that ultimately determines the success of a potential project.
Development Management Services Include:
- Highest and Best-Use Analysis
- Entitlement Services
- Market Supply and Demand Analysis
- Project Feasibility Studies
- Concept Design and Development Implementation
Construction Management
Through each phase, the Heritage team will manage all aspects of the construction process by employing a 38-point checklist, from budgeting through occupancy. This, along with our relationships with prequalified architects, contractors, engineers and other consultants, ensures that our clients receive the greatest value for their capital investment.
Construction Management Services Include:
- Ground-Up Construction
- Rehabilitation
- Code Compliance
- Tenant Improvements
- Environmental Clean-Up
- Seismic Retrofit Compliance
Tax Advantaged Real Estate Programs
The Heritage team has advised clients in the acquisition of over $300 million of assets in support of their 1031 Exchange requirements. As such, we have a strong working knowledge of 1031 Exchange rules and regulations. Our real estate management team can also assist the more passive investor by providing asset and property management services.
Equity and Joint Ventures
Equity Capital can represent the most critical and difficult component of any real estate transaction. Our Capital Markets team under its securities broker dealer, Orchard Securities, LLC, can identify compatible and accretive capital alternatives for real estate acquisitions or recapitalizations. We have also partnered with numerous real estate sponsor organizations in supporting equity structures from $4 million to $175 million.
Our expertise:
- Single asset joint ventures
- Portfolio joint ventures
- Portfolio investor funds
- Preferred equity
- Upreit transactions
Our capital resources:
- High net worth individuals
- Insurance Companies
- Pension Funds
- Domestic Syndicators
- Foundations
- Endowment Funds
- Trusts
Private placement securities offered through Orchard Securities, LLC, Member FINRA/SiPC. All other products and services are offered and sold exclusively through The Heritage Group.
