B. HERITAGE PRIVATE EQUITY FUND

Executive Summary

Strategic Capital to Accelerate Real Estate Projects

The Heritage Private Equity Fund invests as an equity partner in real estate developments with strong financial fundamentals and experienced development teams with a proven track record.

The fund participates through joint venture structures, preferred equity, or growth capital investments, supporting projects throughout their different stages of execution to enhance profitability and create value for investors.

Target Sectors

Residential development.
Hospitality and tourism.
Commercial assets.
Industrial and logistics projects.
Mixed-use developments.

Our Strategy

Rigorous opportunity selection.
Alignment of interests with developers.
Corporate governance and financial oversight.
Active risk management.
Continuous monitoring of project performance.

Objective

To accelerate high-growth-potential real estate projects through strategic capital and professional management.

Contact

+506 87 96 71 22

Address

San José, Costa Rica

info@heritagegestoradefondos.com

IMPORTANT

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.