Legal / Disclosures

Educational Purpose

The content on this website is provided for educational purposes only. It describes how Heritage Investment Partners thinks about real estate structure, risk, and process. It is not investment, legal, tax, or accounting advice, and it does not take into account any person’s individual circumstances. Consult your own qualified advisors before making any investment decision.

Educational materials, including the Investor Briefing, are intended to explain concepts. They are not recommendations to buy, sell, or hold any investment.

No Offer of Securities

Nothing on this website is an offer to sell, or a solicitation of an offer to buy, any security. No specific investment opportunity is presented on this website.

Registering for an Investor Briefing or requesting a private conversation does not create an offer, a solicitation, or any obligation for you or for Heritage Investment Partners.

Accredited Investors

The Investor Briefing and private conversations are intended for accredited investors only. “Accredited investor” is a term defined under U.S. federal securities rules. Whether a person qualifies generally depends on factors such as income, net worth, or certain professional credentials.

When you confirm accredited-investor status on a form on this website, you are stating that you believe you meet that definition. Heritage Investment Partners may ask for additional information or verification before any private conversation about a specific opportunity. If you are unsure whether you qualify, ask your own legal or financial advisor.

Past Performance

Past performance is not indicative of future results. Any reference on this website to Ross Shively’s experience, to assets under management, or to a past property or transaction describes history only. It is not a representation, prediction, or promise of any future result.

Risk Disclosure

All real estate investing involves risk. The Structure-First Method is designed to identify and address risks; it cannot eliminate them. Risks include, among others:

Loss of principal

Real estate investments can lose value. An investor can lose some or all of the money invested.

Illiquidity

Private real estate investments are generally difficult to sell or transfer. Investors should expect their capital to be committed for an extended and possibly uncertain period.

Financing

Borrowed money increases risk. Changes in interest rates, loan terms, or the ability to refinance can reduce cash flow or lead to the loss of a property.

Market

Local and national economic conditions, property values, and demand for housing can change in ways that are difficult to predict.

Tenant

Vacancy, turnover, non-payment, and changes in a resident base, including student populations near a university, can reduce income.

Operating

Maintenance, repairs, insurance, taxes, and management costs can exceed expectations, and unexpected conditions can arise at any property.

This list is not complete. Any actual investment carries risks specific to that investment, which would be described in its own offering documents.

Private Placements

Any private placement offered by Heritage Investment Partners or its affiliates, if one exists, would be made only to eligible investors, only through formal offering documents, and only in compliance with applicable securities laws. Those documents, and not this website, would govern any such offering.

Privacy and Analytics

When you submit a form on this website, Heritage Investment Partners receives the information you provide, such as your name, email address, phone number, and your answers to the form’s questions. It is used to respond to you, to manage Investor Briefing registrations, and, where you have agreed, to send educational communications. You can unsubscribe from those communications at any time.

Forms on this website are processed by the website’s hosting provider. If you book a conversation through an online scheduling tool, that tool’s own privacy terms also apply.

This website does not currently use analytics or advertising cookies. If that changes, this section will be updated before any analytics are added.

For questions about your information, please reach out through the Private Conversation page.