Heritage Fund
The Heritage Real Estate Investment Fund was specifically designed to provide owners of commercial real estate the option to dispose of their property while benefiting from an investment in a professionally managed, diversified real estate fund. Owners may contribute their property via a tax deferred transaction in exchange for units in the fund. Additional benefits are explained below.
$150M
Targeted Equity
19%+
Targeted IRR Pre-Tax Return
$1B
Targeted Asset Value
30+
Targeted Investments
Why Contribute Real Estate Property to the Heritage Fund?
Contributing real estate to a heritage fund offers tax benefits, long-term asset growth, and a way to preserve wealth for future generations. It ensures your property supports meaningful causes, reduces maintenance burdens, and leaves a lasting impact aligned with your values.
Passive Ownership
Enjoy passive real estate ownership without landlord headaches. Our experienced team handles acquisitions, leasing, and property management, so you can pursue steady returns and professional oversight through Countrywide Capital and affiliates nationwide.
Tax-Deferred & Efficient
Contribute appreciated assets in a tax-deferred, tax-efficient structure—often without immediate capital gains. You may also benefit from depreciation on newly acquired real estate, helping reduce taxable income over time for investors today.
Diversification & Risk Reduction
Use a 1031 exchange alternative to diversify faster and reduce concentration risk. Invest across multiple property types and markets instead of rushing to sell, replace, and close under strict timing constraints elsewhere.
Membership & Estate Flexibility
Build membership and estate-planning flexibility for families and partnerships. Hold, gift, or redeem units as needs change, supporting multigenerational wealth planning while keeping exposure to professionally managed private real estate funds options.
Private Real Estate vs Public Markets
See below for a comparison of the S&P 500 (public equities index), IYR ETF (public REIT index), and NCREIF (private real estate) over the last 20+ years. Alternative investments, such as private real estate funds have performed steadily relative to the volatility of the public markets.
Heritage Fund Advantages Compared to Other Tax-Deferred Solutions
Possible alternative solutions to the Heritage Fund include receiving operating partner units of an UPREIT or selling and finding replacement property in a 1031 exchange, Delaware Statutory Trust, or TIC structure.
Common shortfalls of other tax-deferred exit strategies:
- Often subject to public market volatility
- Likely high fees and limited appreciation potential
- 1031 execution risk and single asset risk
- Possible corporate governance issues
The Difference Maker
The Heritage Real Estate Investment Fund was built to address many of the challenges faced by common alternative solutions.
Flexibility
Our private real estate fund structure fits your timeline and goals, without 45- or 180-day exchange deadlines, so you can allocate capital and rebalance as needed with confidence.
A Permanent Solution
The Heritage Fund is an evergreen private real estate fund built for long-term allocation, providing ongoing exposure to professionally sourced acquisitions across cycles and markets.
Expertly Managed
Avoid landlord responsibilities with an expertly managed real estate investment platform. CCG brings 30+ years of underwriting, operations, and property management experience for investors nationwide.
Vertical Integration
Our vertically integrated approach controls buying, managing, leasing, and selling real estate, improving execution & transparency from acquisition to disposition within one aligned team, end-to-end oversight.
Explore More About Countrywide Capital
Discover our latest real estate investment opportunities, meet the team powering every decision, and stay informed with news and market insights from Countrywide Capital.
Current Investment Offerings
Review our active real estate investments built for accredited investors seeking income, growth, and downside protection.
Market News & Insights
Stay up to date with real estate news, market commentary, and educational insights from the Countrywide Capital team.
Who We Are
Discover our mission, leadership, and commitment to delivering strategic real estate solutions that create lasting value.
National Platform with Local Expertise
The Heritage Fund targets contributions in all U.S. markets, mainly sourcing multifamily, residential redevelopment properties and self storage, with an opportunistic view on ground up development. The Fund seeks to obtain long-term fixed-rate financing at a conservative leverage point, ensuring preservation of wealth for our investors while providing consistent cash flow and equity appreciation.
