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HERITAGE REIT

Heritage REIT, LLC is the institutional real-estate investment trust formed to acquire, develop and manage large-scale hospitality and healthcare assets across strategic growth markets.

Operating as the core holding entity within the Heritage ecosystem, Heritage REIT originates and executes flagship projects, such as the Heritage Hill Country Resort. Heritage REIT oversees the full investment lifecycle from acquisition and development through long-term operations and asset management.

SHARES

Class A — Founder Class (15% perpetual equity)


Class B — Investor Class (public subscription / 40,000 shareholders)


Class C — Executive Performance Class (restricted & conditional)

Class A carries: 

  • 15% fixed equity in perpetuity 

  • No dilution 

  • Deferred dividend rights as per Exhibit D 

  • No requirement to invest capital 

  • Governance history continuity protections

Class B carries: 

  • Economic participation 

  • Voting rights as defined in Article XII 

  • Limited liability 

  • No operational authority 

  • Transfer restrictions

Class C shares: 

  • Are not vested unless awarded 

  • Are forfeited upon misconduct 

  • Must comply with Article XIII and XIV 

  • Do not dilute Class B

FUNDING SCHEDULE

ACCESS SCHEDULE

Latest headlines and industry updates from Nareit, covering trends and developments across the U.S. REIT market.

VNQ tracks the performance of publicly traded U.S. real estate investment trusts.

Latest headlines and industry updates from Nareit, covering trends and developments across the U.S. REIT market.

REIT 101

What is a REIT?

A REIT (Real Estate Investment Trust) is a company that owns, operates, or finances income-producing real estate. Think of it like a mutual fund, but instead of pooling money to buy stocks and bonds, it pools money from many investors to buy a portfolio of real estate properties.

How does a REIT work?

A REIT raises capital by selling shares to the public (like any other stock). It then uses that money to purchase and manage a collection of properties (e.g., apartment buildings, shopping malls, offices, hospitals). The income generated from renting out these properties is then paid out to shareholders as dividends.

What is the main benefit of investing in a REIT?

The primary benefit is access and income. REITs allow everyday investors to own a piece of large-scale, commercial real estate without having to buy a whole building themselves. They are also required by law to pay out at least 90% of their taxable income to shareholders, making them a popular source of dividend income.

  • Institutional and corporate holdings

  • Structured debt & equity from banks and sovereign funds

  • Heritage Holdings LLC (Treasury and Operations)

  • Large-scale hospitality, healthcare, and infrastructure

  • Institutional reinvestment and long-term yield

  • Permanent board, SEC and FDIC compliance