Acquisitions

At Heritage Capital, our Acquisitions team is deeply committed to identifying, evaluating and executing high-quality investment opportunities. Whether acquiring a platform asset, entering a new market, or pursuing a value-add repositioning, we bring the experience, process and conviction to deliver results.

What we do:

• Portfolio & Market Analysis – We conduct rigorous market research and property-level due diligence to identify assets with the right combination of location, fundamentals and upside potential.
• Targeted Asset Sourcing – With access to both off-market and on-market opportunities, we engage proactively to bring compelling deals to the table.
• Underwriting & Risk Management – We apply disciplined financial modelling, stress-testing capital assumptions, and building exit scenarios that protect investor interests.
• Transaction Execution – From structuring to closing, we manage the entire acquisition process — coordinating legal, tax, environmental, financial and construction stakeholders.
• Seamless Transition to Operations – Once acquired, we integrate the asset into our operational framework and ensure that value creation initiatives are implemented promptly and efficiently.

Why choose Heritage for Acquisitions:

• We combine deep sector expertise in multifamily, industrial, mixed-use and other core real-estate types with a transaction-focused mindset.
• Our team brings extensive experience in deal origination, underwriting and integration — meaning we are not just “buyers”, but operators with an owner’s mindset.
• We align our interests with investors and partners through disciplined governance, transparent reporting and a focus on long-term value.
• With local insights and national reach, we pursue markets where demographic, economic and structural drivers create durable value growth.

Our acquisition process at a glance:

1. Define investment thesis & criteria
2. Source and screen opportunities
3. Undertake due diligence and negotiate terms
4. Close the transaction
5. Implement performance optimization, stabilization and value enhancement