Heritage REIT

Build Wealth.
Build Community.

Institutional real estate investment, open to every community. Hospitality and healthcare assets selected for long-term income and generational impact.

View Portfolio → Investment Strategy →
Initial Round
$20M
● Open Now
Target Valuation
$3.7B
Long-Term
Structure
3-Layer
Compounding
✓
SEC-Registered
✓
Heritage Holdings LLC
✓
Fiduciary Structure
✓
REIT Governance Compliant
Investment Opportunity

Funding Schedule

Heritage REIT's capital raise is structured in rounds. The initial $20M round is currently open for Class B shareholder participation.

Access Schedule →
Full schedule in Investor Resources
Initial Round
$20M
● Open Now
Target Valuation
$3.7B
Long-Term Target
Max Shareholders
40,000
Class B Seats
Share Types
Class A Founder Class · 15% perpetual equity

Class A carries 15% fixed equity in perpetuity, no dilution, deferred dividend rights as per Exhibit D, no requirement to invest capital, and governance history continuity protections.

Class B Investor Class · public subscription / 40,000 shareholders

Class B carries economic participation, voting rights as defined in Article XII, limited liability, no operational authority, and transfer restrictions.

Class C Executive Performance Class · restricted & conditional

Class C shares are not vested unless awarded, are forfeited upon misconduct, must comply with Article XIII and XIV, and do not dilute Class B.

Getting Started

Your Path to Community Investment

1

Join Community

Communicate the opportunity to potential investors. Site visitors have confidential access.

2

Review Offering

Access our REIT documentation and full investment strategy before committing.

3

Invest

Commit your investment. Minimum investment clearly noted in offering documents.

4

Build Wealth

Receive distributions and watch your community investment compound over time.

Industry News

Nareit News

All News →

Latest headlines and industry updates from Nareit, covering trends and developments across the U.S. REIT market.

Market Context

REIT Market Performance

VNQ tracks the performance of publicly traded U.S. real estate investment trusts — the benchmark index for the sector Heritage REIT operates within.

VNQ price by TradingView
What is VNQ?

The Vanguard Real Estate ETF holds over 160 U.S. REITs — including hotel, retail, office, and healthcare trusts. It is the most widely held REIT benchmark index.

Why it matters

Heritage REIT operates in the same asset class. VNQ performance reflects broad investor sentiment toward real estate income vehicles — the market Heritage REIT is entering.

Luxury vs. broad market

The luxury hospitality REIT segment has outperformed the VNQ benchmark in recent periods, as ultra-luxury supply constraints drive higher RevPAR growth than the broader index.