Owner’s title insurance protects the homeowner if someone sues and says they have a claim against the home from before the homeowner purchased it
CFPB
Title Insurance
Our comprehensive title search ensures seamless ownership without future complications. In partnership with leading underwriters and insurers, we provide coverage for your flagship property or large-scale investment. Heritage doesn’t simply issue policies; we deliver peace of mind.
Settlement & Escrow
Highly experienced with the intricacies of the closing process, we execute with institutional precision. We coordinate with lenders, attorneys, real estate professionals, and other stakeholders to eliminate delays and resolve issues before they impact your timeline.
Committed to making your closing as smooth as possible, our management systems provide real-time transparency throughout the process, while protecting your sensitive financial information. No matter how large your commercial acquisition, we bring it to closing with confidence.
Clients do not come first. Employees come first. If you take care of your employees, they will take care of the clients.
Richard Branson – CEO Virgin Group
It takes 20 years to build a reputation and 5 minutes to ruin it. If you think about that, you’ll do things differently.
Warren Buffett – CEO Berkshire Hathaway
1031 Exchange
Preserve capital and expand your portfolio using a 1031 exchange. With our qualified intermediary services, you can defer recognition of capital gain liabilities when selling your assets and acquiring replacement like-kind assets. Whether you’re executing a standard simultaneous exchange, a reverse exchange, or a complex build-to-suit transaction, we bring institutional-level expertise to every scenario.
A comprehensive approach
Fully Insured
Our service is insured to protect your transactions
Strategic Consulting
To maximize 1031 opportunities
Qualified Intermediary Services
Holding funds until the exchange is completed
Transparency
Clear communication and documentation throughout the process
*Please consult with a qualified tax advisor to confirm your eligibility
A comprehensive approach
Fully Insured
Our service is insured to protect your transactions
Strategic Consulting
To maximize 1031 opportunities
Qualified Intermediary Services
holding funds until the exchange is completed
Transparency
clear communication and documentation throughout the process
*Please consult with a qualified tax advisor to confirm your eligibility
Cost Segregation
Maximize your property’s tax advantages through our comprehensive studies that identify and reclassify building components, personal property, and land improvements to shorter depreciation schedules. Whether you’re analyzing a recently acquired property or optimizing an existing portfolio, our insights can uncover hidden value within your real estate investments.
Expert cost segregation yields:
Shorter depreciation schedules
Like 5, 7, and 15-year accelerated timelines.
Larger deductions
In the early years of property ownership
Reduced tax payments
And greater return on investment
Increased cash flow
Available for additional acquisitions
Expert cost segregation yields:
Shorter depreciation schedules
like 5, 7, and 15-year accelerated timelines. →
Larger deductions
in the early years of property ownership →
Reduced tax payments
and greater return on investment →
Increased cash flow
available for additional acquisitions