We are Heritage Capital.
Dedicated, straightforward, experienced, and disciplined commercial real estate investors.
Core
Values
Dedicated
We pledge our full commitment to performing extensive due diligence on properties being considered for acquisition. No stone is left uncovered, ensuring our clients receive the best deal possible with a high degree of certainty regarding the asset we are purchasing.
Genuine
Our team believes in being true to ourselves and always representing ourselves genuinely. Fake smiles and only telling people what they want to hear is not how we conduct business with our clients.
Disciplined
As with any negotiation, sometimes you must be willing to walk away. Many properties listed for sale, on and off the open market, are not suited for a conservative investment approach or don’t offer a good deal for the buyer. We patiently wait to find the right property, at the right time, at the right price.
Ethical
We embrace the fiduciary responsibility we have to our clients. Working with our firm means you may always review our annual financial report and can contact us at any time with questions you may have.
LEADERSHIP
Our team of professionals believes in treating our client’s money as our own money - most often, we are investing alongside our clients.
Will Robb
Asset Manager
Richard Chase
Director of Asset Valuation
Brandon Davis
Chief Financial Officer
Board Member
Ryan Skiba
Special Advisor
Board Member
Lloyd Davis
Chief Investment Officer
Board Member
Matthew Davis
Executive Chairman