HERITAGE GESTORA DE FONDOS

Heritage is a private real estate capital structuring and management platform focused on medium-and long-term investment opportunities. Our investment thesis is built on the identification, structuring, and active management of high-potential real estate assets through disciplined investment strategies, capital preservation, and sustainable value creation.

Governance Model

At Heritage Gestora de Fondos, we implement a governance model designed to strengthen investment discipline, capital preservation, prudent risk management, and alignment of interests with our investors. Our structure is designed to promote high standards of evaluation, oversight, transparency, and control, incorporating rigorous analysis processes and institutional decision-making mechanisms for each invesment vehicle.

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Investment Philosophy

Our investment philosophy combines financial discipline, strategic analysis, and active management to capture real estate opportunities across different stages of the value creation cycle.

Underwriting

Discipline

We apply rigorous financial, technical, legal and commercial analysis processes to evaluate each opportunity based on risk-adjusted return criteria, prioritizing investments with solid fundamentals and sustainable value appreciation potencial.

Capital Preservation

Capital protection is a core principle of our strategy, supported by disciplined acquisition, prudent structuring, diversification, and robust risk mitigation mechanisms.

Active Management

We actively participate in the structuring, oversight, and optimization of each investment, implementing strategies aimed at maximizing asset value and strengthning execution.

Real Estate Value Creation

We seek to capture value from the outset of each investment throgh strategic repositioning, capital structuring, pre-development, monetization, and efficient management of real estate assets.

Alignment of interests

We co-invest our own capital in our investment vehicles, ensuring full alignment of incentives with our investors and an unwavering commitment to execution and results.

Our Values

Integrity

Financial Discipline

Alignment of interests

Excellence in Execution

Long-Term Vision

Innovation & Structuring

We act with ethics, transparency, and accountability in every decision, building trusted relationships with investors, partners, and stakeholders.

We make decisions based on rigorous analysis, prudent risk management, and sound investment principles.

We promote structures that strengthen trust and foster shared value creation among Heritage, investors, and strategic partners.

We pursue high standards of performance, oversight, and control at every stage of the investment process.

We invest with a strategic perspective, prioritizing sustainability, resilience, and lasting value creation.

We design tailored capital and investment solutions adapted to the evolving dynamics of the real estate market.

The investment vehicles managed by Heritage Gestora De Fondos are private investment structures. They do not constitute a public offering of securities under the laws of the Republic of Costa Rica.

Contact

+506 87 96 71 22

Address

San José, Costa Rica

info@heritagegestoradefondos.com

HERITAGE GESTORA DE FONDOS

Governance Model

Investment Philosophy

Our investment philosophy combines financial discipline, strategic analysis, and active management to capture real estate opportunities across different stages of the value creation cycle.

We apply rigorous financial, technical, legal and commercial analysis processes to evaluate each opportunity based on risk-adjusted return criteria, prioritizing investments with solid fundamentals and sustainable value appreciation potencial.

Capital Preservation

Capital protection is a core principle of our strategy, supported by disciplined acquisition, prudent structuring, diversification, and robust risk mitigation mechanisms.

Active Management

We actively participate in the structuring, oversight, and optimization of each investment, implementing strategies aimed at maximizing asset value and strengthning execution.

Real Estate Value Creation

We seek to capture value from the outset of each investment throgh strategic repositioning, capital structuring, pre-development, monetization, and efficient management of real estate assets.

Alignment of interests

We co-invest our own capital in our investment vehicles, ensuring full alignment of incentives with our investors and an unwavering commitment to execution and results.

Our Values

Integrity

Financial Discipline

Alignment of interests

Excellence in Execution

Long-Term Vision

Innovation & Structuring

We act with ethics, transparency, and accountability in every decision, building trusted relationships with investors, partners, and stakeholders.

We make decisions based on rigorous analysis, prudent risk management, and sound investment principles.

We promote structures that strengthen trust and foster shared value creation among Heritage, investors, and strategic partners.

We pursue high standards of performance, oversight, and control at every stage of the investment process.

We invest with a strategic perspective, prioritizing sustainability, resilience, and lasting value creation.

We design tailored capital and investment solutions adapted to the evolving dynamics of the real estate market.

Contact

Address

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