Investors → Documents

Investor Documents

Download offering documents, governance materials, and investment disclosures for Heritage REIT.

Forward-Looking Statements

Statements on this page regarding projected returns, capital targets, investor participation estimates, and portfolio valuations are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 (15 U.S.C. § 78u-5). They are subject to risks and uncertainties and do not constitute an offer to sell or solicitation to purchase securities in any jurisdiction. Heritage REIT LLC is a development-stage enterprise. All projections are hypothetical and based on internal modeling assumptions. Actual results may differ materially from those projected.

Governance

Master Agreement

Consolidates Heritage REIT governance and shareholder framework (Exhibits A–E)

Amendment No. 1

Clarifies developmental authority of the Founder during pre-governance stage

Amendment No. 2

Updates to accounting, custodial, and fiduciary handling of investor funds

Operating & Trust Agreement

Full operating agreement for Heritage REIT Capital Holdings Trust

Investor Materials

Investor & Treasury Prospectus

Full Treasury Structure and Capital Participation Agreement with proxy information

Investment Commitee Memorandum

Memorandum detailing Phase 1 Capital Formation - March 2026

DRIP Stockholder Letter

Full dividend reinvestment plan and information

Capital Participation Agreement

Investor rights, capital distribution mechanisms, and legal parameters

Strategic Brief to Potential Investors

10-year capital strategy with forward-looking statements and proprietary information

Project Documents

Sea of Tranquility — JLL Strategic Advisory

Market feasibility, institutional positioning, and capital strategy · March 2026

Mixed-Use Tower - Nigeria

Development Profile for Tier-1 Nigerian market

Sea of Tranquility — Cost Analysis

Primary construction cost feasibility analysis for the Houston, Texas development

Heritage Hill Country Resort

Program overview for the landmark Hill Country investment opportunity

7-Star Hospitality Feasibility

Overview of Heritage REIT plans for Lagos, Nigeria and Dallas, TX over a 5-year period

Gensler Interim Agreement for Heritage Hill

Gensler agreement for design services on Heritage Hill. May 2026.

Gensler/Dallomar Portfolio

Gensler and Dallomar Sample Portfolio. May 2026.

Compliance & Legal

Private Equity Due Diligence Memorandum

Financial analysis, market positioning, and investment structure

Proxy Equity & Fiduciary Addendum

Legal, fiduciary, and ethical framework governing the 15% founder equity

Fiduciary & Investment Control — Protocol Change

Capital structure, regulatory direction, and forward progress update · Feb. 2026

Important Disclosure — The materials available on this page are provided for informational purposes only and do not constitute an offer to sell or a solicitation of an offer to buy any securities. These documents are intended solely for accredited investors as defined under SEC Regulation D. Heritage REIT LLC and Heritage REIT Capital Holdings Trust are separate legal entities.