Heritage Real Estate Group

What Heritage Real Estate Group does

Heritage Real Estate Group is a privately held, family-owned property management firm founded in 1992 by Diane Kubiske and headquartered at 750 S B St in Oxnard, California (CA License #01325547). The company manages residential, apartment, tax credit housing, and commercial properties on behalf of individual owners and investors, with operating geography spanning Ventura County and parts of Los Angeles and Santa Barbara counties. Its team is small (1-10 employees across four named members), and service is differentiated by bilingual Spanish/English communication, 24-hour emergency maintenance response, and personal attention relative to larger Los Angeles-based competitors.

The operating stack is built on AppFolio Property Manager, with tenant and owner web portals, iOS and Android mobile apps, MLS distribution for listings, and integrations supporting online rent collection, maintenance ticketing, financial statements, and document storage. The firm offers a full management service suite covering marketing of vacancies, tenant screening, lease negotiation using CAR and AIR forms, vendor and subcontractor management, bill payment, monthly owner statements, and year-end tax statement preparation.

Heritage generates revenue through recurring property management fees charged to owners, with tenant-facing pricing on a monthly per-unit basis (rents disclosed for available units range from $1,700 to $2,550 per month with a $20 application fee). Go-to-market is primarily direct-to-consumer through the heritagepros.com website, AppFolio's marketplace, local chamber of commerce affiliations (Oxnard and Camarillo), BBB accreditation, and California Association of Realtors membership. No outside funding, M&A activity, or institutional ownership has been disclosed.

Name

Heritage Real Estate Group

Legal name

Heritage Real Estate Group

Website

https://heritagepros.com

Company type

Private

Founded year

1992

Operating status

Operating

Headcount range

1–10 employees

Short description

Heritage Real Estate Group is a family-owned, Oxnard-based property management firm founded in 1992 that manages residential, apartment, tax credit, and commercial properties for individual owners across Ventura County and Southern California using the AppFolio platform.

Ownership category

akta.pro rank

Product category

Property Management Services

NAICS

Real Estate Property Managers (53131), Residential Property Managers (531311)

SIC

Real Estate Agents & Managers (For Others) (6531)

akta.pro primary industry

Multifamily Apartment Property Management (BPAJAFAA)

akta.pro secondary industry

Affordable Housing Property Management (BPAJAGAJ)

Keywords

• Property management services
• Residential rentals
• Commercial leasing
• Tenant screening
• Real estate management

Headquarters

HQ city

Oxnard

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Property Management Fees: Charges property owners for comprehensive property management services including marketing, tenant screening, rent collection, maintenance, lease negotiation, and financial reporting.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels5 records

Core offering

Heritage Real Estate Group provides full-service property management for residential, apartment, tax credit housing, and commercial properties throughout Ventura County and Southern California. Services include online marketing of available units, tenant screening and qualification, automated rent collection, lease negotiation using CAR and AIR forms, maintenance coordination with 24-hour emergency response, financial reporting, and bill payment on behalf of owners. Operations are powered by AppFolio Property Manager, with online tenant and owner portals and mobile apps for iOS and Android.

Product overview

Heritage Real Estate Group is a full-service property management company serving Southern California, particularly Ventura County. The company offers a unified property management platform built on AppFolio Property Manager, comprising tenant and owner-facing online portals accessible via web and mobile app, supplemented by a suite of management services. Core offerings include Tenant Portal (for online rent payment, maintenance requests, and account management) and Owner Portal (for financial statements and property insights). The service portfolio includes property marketing, rent collection, tenant screening, lease negotiation using CAR and AIR forms, maintenance management with 24-hour emergency response, financial reporting, tax preparation coordination, and bilingual (Spanish/English) communication support. The company manages residential, apartment, tax credit housing, and commercial properties throughout Ventura County.

Differentiator

Problem solved

Functional benefit

Products and services

• Property Management Services Full-service property management for residential, apartment, tax credit housing, and commercial properties in Ventura County and Southern California. Includes online marketing, tenant screening, rent collection, lease negotiation, maintenance management with 24-hour emergency response, financial reporting, and bill payment on behalf of property owners. Designed for property owners and investors seeking outsourced management.
• Tenant Portal Online portal allowing tenants to pay rent online, submit maintenance requests, view account information, and communicate with property management. Available via web browser and mobile app, providing 24/7 access for residential tenants.
• Owner Portal Online portal for property owners to view financial statements, access documents, set up payment options, and monitor property performance. Provides 24/7 access to financial statements, monthly summaries, and year-end tax statements.
• Available Rental Listings Residential and commercial rental properties available for rent in Ventura County, listed on the company website, MLS, and AppFolio marketplace. Includes homes, apartments, condos, and townhomes in Oxnard, Port Hueneme, and surrounding areas.

Quantifiable outcome

• Prompt 24-hour response to maintenance problems
• +1 more outcomes

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Seven partnerships are on record, tiered core and minor.

• AppFoliocoreTechnology or IntegrationProperty management software platform providing online portals for tenants and owners, rent payment processing, maintenance request tracking, financial reporting, and mobile applications for iOS and Android. Powers the company's digital infrastructure for property management operations.
• California Association of RealtorsminorOthersProfessional industry association membership providing access to CAR forms for lease negotiations and industry resources.
• Multiple Listing ServicecoreTechnology or IntegrationMLS provider enabling property listings to be distributed across real estate listing networks for maximum property visibility and tenant reach.
• Oxnard Chamber of CommerceminorOthersLocal business association membership providing community networking and local business credibility in Ventura County.
• Camarillo Chamber of CommerceminorOthersLocal business association membership providing community networking and local business credibility in Ventura County.
• Better Business BureauminorOthersBBB accreditation provides consumer trust and business credibility through the BBB rating system.
• NFBI - The Voice of Small BusinessesminorOthersNational Federation of Independent Business membership representing and advocating for small business interests.

Scale indicators3 records

Recent moves5 records

Expansion highlights5 records

Broad incumbents

• Greystar Real Estate Partners: The largest multifamily property management company in the U.S., managing over 800,000 units globally. Comparable to Heritage in core service offering (residential and apartment property management) but operates at vastly greater scale with institutional capital backing.
• Equity Residential: Large publicly traded apartment REIT with significant Southern California holdings. Comparable in apartment property management capability, but at massive scale with institutional governance.
• Camden Property Trust: Multifamily REIT operating across the Sunbelt and selected West Coast markets. Comparable in residential/apartment management services but at substantially greater scale.
• Cushman & Wakefield: Global commercial real estate services firm with property management capabilities across office, retail, and industrial — comparable to Heritage's commercial property management line and broader SoCal presence.
• JLL (Jones Lang LaSalle): Global real estate services firm offering property management, leasing, and investment advisory. Comparable in commercial property management and broader real estate services offerings.

Direct peers

• FPI Management: Multifamily property management firm with a strong West Coast and California presence, also serving affordable (tax credit/LIHTC) housing — directly overlapping Heritage's residential, apartment, and tax credit housing service lines.
• Essex Property Trust: West Coast multifamily REIT that owns/operates apartment properties concentrated in coastal California markets including Ventura County-adjacent areas. Overlaps with Heritage's apartment management and SoCal geographic focus.
• Wedgewood Inc. Acquires, renovates, and manages single-family and small multifamily rental properties, with significant California operations. Comparable to Heritage in single-family residential and small-multifamily management, including SFR/SFR-portfolio focus.
• Bell Partners: Multi-state apartment investment and management firm with significant California exposure. Comparable to Heritage in core apartment and residential property management services, but at institutional scale.
• Apartment Income REIT (Aimco): Apartment-focused REIT that directly owns and manages residential rental communities, including in California markets. Comparable as a direct operator of apartment properties in similar geographies.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/heritagepros
• Facebookfacebook.com/heritagepros
• LinkedInlinkedin.com/company/heritage-real-estate-group

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Heritage Real Estate Group