Real Estate Management

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