Overall, Heritage Trust’s goal is to relieve the daily management burden and worry over real estate, while also helping to achieve the greatest financial return.
Taking a big picture approach, we consider the long-term value proposition when it comes to owning real estate. The firm works with clients to devise and execute a strategic plan of action to generate the greatest amount of net worth from property ownership.
- Financial management and reporting
- Residential and commercial property management
- Property income and cash management services
- Property marketing and leasing assistance
- Insurance claim management
- Transaction consulting (acquisition/disposition)
- Real estate portfolio planning
- Construction and remodeling management
- Property tax abatement