Private Investment Firm

Heritage Capital Group

Investment Details

Investor Type
Private Investment Firm

Asset Class Focus
Real Estate

Stage Focus

Geographical Focus
United States

Industries Focus

  • Real Estate

Investor Details Founded: 1948

Heritage Capital Group is a private, family-owned real estate firm specializing in identifying and acquiring opportunistic assets in primary, secondary, and tertiary markets across the United States. The firm focuses on repositioning properties to enhance value and achieve significant returns for investors.

With a history spanning over 75 years, Heritage Capital Group has evolved from managing residential garden apartments in New Jersey to owning more than 7,000 residential units by the 1980s. The firm has since diversified into commercial real estate, investing in office, industrial, and multi-family properties totaling over 10 million square feet across more than 20 states.

The firm's investment strategy emphasizes capital preservation, seeking opportunities that provide ongoing income with the potential to double investor capital over time. This approach is guided by the principle of not losing money and the power of compounding, aiming for steady growth leading to substantial change over time.

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