The Heritage
Growth Fund
Create Your Legacy
Strategic Investments
Discover how strategic real estate investments can lead to financial growth and a secure future for you and your community.
Collective Wealth
Our strategy focuses on creating collective wealth through strategic investments. We enable individuals to benefit from real estate ownership and build a lasting legacy together.
Our Goals
We aim to manage a diverse portfolio, support community development, and create a legacy of wealth for Latino investors. Our mission fosters growth, stability, and social responsibility.
diversification
Residential buy and flip, multifamily flip and hold, and value-add construction, spreading risk across multiple avenues.
LARGER PROJECTS
Participate in more substantial real estate projects, opening doors to opportunities typically reserved for institutional investors.
PREFERRED RETURNS
Having a preferred return ensures that as an investor, you receive your specified rate of return before others share in the profits.
PROFIT SHARING
Investors will have the opportunity to potentially share in bonus profits generated by each project the fund contributes to.
diversification
Residential buy and flip, multifamily flip and hold, and value-add construction, spreading risk across multiple avenues.
LARGER PROJECTS
Participate in more substantial real estate projects, opening doors to opportunities typically reserved for institutional investors.
PREFERRED RETURNS
Having a preferred return ensures that as an investor, you receive your specified rate of return before others share in the profits.
PROFIT SHARING
Investors will have the opportunity to potentially share in bonus profits generated by each project the fund contributes to.
How Investors Are Paid
Preferred Returns
- 7% to 10%*
- Top Priority Payment
Profit Sharing
-
70/30 Split*
- Class Specific Distribution
All offers and sales of any securities will be made only to Accredited Investors, which for natural persons, are investors who meet certain minimum annual income or net worth thresholds or hold certain SEC approved certifications. Any securities that are offered, are offered in reliance on certain exemptions from the registration requirements of the Securities Act of 1933 (primarily Rule 506(c) of Regulation D and/or Section 4(a)(2) of the Act) and are not required to comply with specific disclosure requirements that apply to registrations under the Act.
Why Invest With Us
Empowering Ownership
By investing with us, you join a mission to empower individuals and communities through collective real estate ownership, fostering pride and financial independence.
Transparent Operations
Regular updates and detailed reporting ensure you stay informed about your investment.
Heritage of Prosperity
Join us in creating a heritage of prosperity, fostering financial growth and stability that benefits both current and future generations.
Why Invest With Us
Empowering Ownership
By investing with us, you join a mission to empower individuals and communities through collective real estate ownership, fostering pride and financial independence.
Transparent Operations
Regular updates and detailed reporting ensure you stay informed about your investment.
Heritage of Prosperity
Join us in creating a heritage of prosperity, fostering financial growth and stability that benefits both current and future generations.