Heritage Fund
Heritage Fund Realty and Investments is a privately held Hayward-based real estate brokerage and property management firm serving Bay Area homebuyers, sellers, investors, and landlords since 2008 with bundled brokerage, mortgage origination, and rental management services.
- Company typePrivate
- Founded2008
- HeadquartersHayward, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Heritage Fund does
Heritage Fund Realty and Investments is a privately held, full-service real estate brokerage and property management firm headquartered in Hayward, California, serving the San Francisco Bay Area since its founding in 2008. The company operates three integrated service lines: real estate brokerage (buyer and seller representation across residential properties), mortgage origination (conventional, FHA, first-time homebuyer, credit-challenged, and investment property loans, plus an online application portal), and property management (residential and commercial rental management, added in 2012). It is licensed as a California real estate brokerage (CA DRE #01820819) and as a Nationwide Multistate Licensing System entity (NMLS #992657), with licensed personnel including Patrick Grogan (Real Estate and Mortgage Broker, MBA and Doctorate in Business Administration) and Kevin Benson (Realtor with 20 years of experience).
The firm makes money primarily through transaction-based commissions on completed real estate sales and mortgage originations, supplemented by recurring property management fees deducted from collected rent. Services to buyers and sellers are offered at no upfront cost, with the firm earning commissions only upon closing. Customer acquisition is driven by direct agent-led sales (phone, Zoom, in-person consultations), an inside-sales mortgage application funnel through the Zip platform, multi-platform property listings (MLS, Realtor.com, Zillow), and a multi-channel social media presence spanning Facebook, X, LinkedIn, Instagram, YouTube, TikTok, and Yelp, supplemented by a segmented email newsletter. The firm also offers free real estate investment advisory and down payment assistance programs (First Home Mortgage, MyHome, CalHFA Zip) to broaden its addressable buyer pool.
The technology footprint is entirely third-party: there is no proprietary platform, no disclosed AI/ML capability, and no integrated internal CRM. The firm operates with 1–10 employees, a single Hayward office, and a regional rather than national geographic scope. Its customer base consists of individual homebuyers, sellers, refinancers, and property owners in the Bay Area, with no named enterprise or institutional clients.
Heritage Fund firmographics
Firmographics- Name
- Heritage Fund
- Legal name
- Heritage Fund Realty and Investments
- Website
- https://heritagefundrealty.com
- Company type
- Private
- Founded year
- 2008
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Heritage Fund Realty and Investments is a privately held Hayward-based real estate brokerage and property management firm serving Bay Area homebuyers, sellers, investors, and landlords since 2008 with bundled brokerage, mortgage origination, and rental management services.
- Ownership category
- akta.pro rank
Heritage Fund industry classification
Industry- Product category
- Real Estate Brokerage
- NAICS
- Offices of Real Estate Agents and Brokers (53121), Mortgage and Nonmortgage Loan Brokers (522310)
- SIC
- Real Estate Agents & Managers (For Others) (6531), Real Estate (6500), Mortgage Bankers & Loan Correspondents (6162)
- akta.pro primary industry
- Residential Investment Property Brokerage (SFR/Small Multifamily) (BPAJAAAE)
Keywords
Where Heritage Fund is headquartered
LocationHeadquarters
- HQ city
- Hayward
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Heritage Fund business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Real Estate Brokerage Commissions: The company earns commissions on property sales and purchases as a licensed real estate brokerage. Services to buyers and sellers are provided free of charge to the client, with the brokerage earning a commission from the transaction upon closing.
- Mortgage Origination: The company earns fees from mortgage origination services through its relationships with multiple lenders and banks. They process mortgage applications and guide clients through the lending process.
- Property Management Fees: Property management services for single-family, multi-family, residential apartments, condominiums, and commercial properties. Services include tenant acquisition, rent collection, maintenance, and accounting with fees deducted from rental income.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Buyer Representation Services - Free to Buyer |
| Other | Multi-year contract | Seller Representation Services - Free to Seller |
| Other | Multi-year contract | Mortgage Services - Free Consultation and Pre-Approval |
| Subscription | Monthly | Property Management - Percentage of Rental Income |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels8 records
Heritage Fund product offering
Product offeringCore offering
Heritage Fund Realty and Investments is a full-service real estate brokerage and mortgage services firm operating in the California Bay Area since 2008. The company provides residential and commercial real estate buying and selling representation, mortgage origination through multiple lender relationships, and property management services for single-family, multi-family, condominium, and commercial properties. Licensed under CA DRE #01820819 and NMLS #992657.
Product overview
Heritage Fund operates as a comprehensive real estate and mortgage services platform serving California since 2008. The platform centers on three core service areas: Real Estate Buying and Selling Services (assisting with property transactions including market analysis, showings, negotiations, and multi-platform listings), Mortgage Services (featuring an Online Mortgage Application portal with pre-qualification/pre-approval and various loan programs including purchase, refinance, first-time homebuyer, credit-challenged, and investment property loans), and Property Management (handling tenant relations, rent collection, maintenance, and accounting for residential and commercial properties). Supporting these core services are Down Payment Assistance Programs (Equity Builder, MyHome Assistance, and CalHFA Zip providing financial assistance for homebuyers) and Real Estate Investment Advisory (free property investment consulting).
Differentiator
Problem solved
Functional benefit
Products and services
- Real Estate Buying Services
Quantifiable outcome
- Services can be tax deductible for sellers
- +2 more outcomes
Companies that use Heritage Fund
Customer profileSegments5 records
Ideal customer profiles4 records
Heritage Fund technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Heritage Fund partnerships and signals
Strategic signalScale indicators3 records
Recent moves5 records
Expansion highlights4 records
Heritage Fund competitors and assessment
Company assessmentDirect peers
- Redfin: Tech-enabled residential brokerage and mortgage operation with significant Bay Area activity. Directly comparable buyer/seller brokerage model overlapping Heritage Fund's service territory, though at materially greater scale.
- Compass: National technology-focused real estate brokerage with a heavy Bay Area presence. Competes directly with Heritage Fund for buyer and seller representation in the same California markets, with a similar full-service model spanning buying, selling, and affiliated mortgage services.
- eXp Realty: Cloud-based, commission-driven real estate brokerage with agents operating across California. Competes on the same buying/selling transactions as Heritage Fund, with a contrasting virtual model but identical core service offering.
- Better.com: Direct-to-consumer digital mortgage lender offering online pre-approval and origination, closely mirroring Heritage Fund's mortgage origination and online application value proposition.
- Coldwell Banker: Large traditional residential real estate brokerage with deep Bay Area agent networks. Directly comparable as a full-service buyer/seller brokerage operating in the same Hayward and surrounding California communities.
Broad incumbents
- RE/MAX: Global residential real estate franchise with substantial California presence. Comparable to Heritage Fund as a transaction-based buyer/seller brokerage serving similar local markets across the Bay Area.
- Rocket Mortgage: Dominant online mortgage lender providing digital pre-approval and origination at national scale. Overlaps with Heritage Fund's mortgage origination arm and competes for the same borrower relationships.
- Berkshire Hathaway HomeServices: National residential real estate brokerage franchise with strong California agent count. Competes with Heritage Fund for buyer/seller representation in the same Bay Area counties.
- Keller Williams Realty: Largest residential real estate franchise globally, with extensive Bay Area agent networks. Comparable as a buyer/seller brokerage competing in Heritage Fund's geographies, though operating a franchise model and broader portfolio.
Emerging players
- LoanDepot: Direct-to-consumer mortgage lender with retail and wholesale channels, including California operations. Comparable to Heritage Fund's mortgage origination service line but at significantly larger scale.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks5 records
Key highlights5 records
Customer concentration
Heritage Fund social profiles
Digital presenceHeritage Fund financial estimates
Financial estimateRevenue estimate
Valuation estimate
Heritage Fund leadership team
Management profileNumber of profiles
Profiles2 records
Heritage Fund funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Heritage Fund M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Heritage Fund
What does Heritage Fund do?
Heritage Fund Realty and Investments is a full-service real estate brokerage and mortgage services firm operating in the California Bay Area since 2008. The company provides residential and commercial real estate buying and selling representation, mortgage origination through multiple lender relationships, and property management services for single-family, multi-family, condominium, and commercial properties. Licensed under CA DRE #01820819 and NMLS #992657.
Is Heritage Fund a public or private company?
Heritage Fund is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Heritage Fund founded?
Heritage Fund was founded in 2008. It employs 1 to 10 people.
Where is Heritage Fund based?
Heritage Fund is headquartered in Hayward, United States, in the North America region.
How does Heritage Fund make money?
Three revenue lines are on record. Real Estate Brokerage Commissions are the primary driver. The others are mortgage Origination and property Management Fees.
Who are Heritage Fund's main competitors?
Direct peers on record are Redfin, Compass, eXp Realty, Better.com and Coldwell Banker. Broad incumbents are RE/MAX, Rocket Mortgage, Berkshire Hathaway HomeServices and Keller Williams Realty. LoanDepot is listed as an emerging player.
Does Heritage Fund have an API?
No public API is recorded for Heritage Fund.
What industry is Heritage Fund in?
Heritage Fund's product category is Real Estate Brokerage. Its primary akta.pro industry code is BPAJAAAE, Residential Investment Property Brokerage (SFR/Small Multifamily). Its NAICS code is 53121 and its SIC code is 6531.