Established in 2008, Heritage Fund Realty and Investments was founded to serve the full spectrum of real estate and mortgage needs throughout California. We pride ourselves on providing superior customer service and creating satisfied customers. We work hard to satisfy the needs and exceed the expectations of our customers.

Buying or Selling a Home

If you are considering buying or selling a home in the near or distant future, we hope you will consider allowing us to work for you. Our experience gives us a unique perspective that can help you in any buying or selling scenario. For those of you who are in the market for a new home, we can assist you in locating and purchasing the home of your dreams. We can also assist in marketing your existing property, which would include a free market analysis and an estimate of its current market value. No firm in town will work as hard as we will on your behalf.

Lower Mortgage Costs

We offer you the competitive rates and service you deserve. Whether you are a first time home buyer or are refinancing an existing property – we will find you the best possible loan program for your situation. We will efficiently process your entire transaction, while keeping you informed through the process.

Real Estate Investment

We offer investment advising at no cost. We specialize in locating properties, creating financing, and helping clients create a business plan for managing investment property. For those investors who want to invest in real estate, but do not want to actively manage, we offer real estate property management to fit those needs.

Property Management

We pride ourselves on customer service for our tenants, minimizing problems and maximizing return on investment for property owners to ensure peace of mind and profitability. We work with single-family, multi-family, residential apartments, condominiums, and commercial properties.