Executive Summary

Direct Participation in Development and Comprehensive Value Creation

The Heritage Private Development Fund actively participates throughout the entire real estate development cycle, from initial structuring through commercialization and project exit.

This strategy seeks to capture value generated at each stage of the process through an integrated approach combining financial analysis, business structuring, development management, and strategic execution.

Investment Model

• Identification and structuring of opportunities.

• Feasibility and viability studies.

• Financial model development.

• Permit management and technical processes.

• Development, commercialization, and exit strategy.

Project Types

• Residential communities.

• Tourism and hospitality projects.

• Urban developments.

• Industrial parks.

• Shopping centers and mixed-use developments.

Objective

To create value through active participation in the development of institutional-grade real estate projects, supported by high standards of governance and execution.

© Heritage Gestora de Fondos. All rights reserved 2026

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.