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Strategies guided by our clients’ vision, values and purpose


Heartland provides portfolio strategy and asset management services across product types including office, retail, multifamily, industrial, and debt. We approach each of our client relationships with fresh eyes, knowing that vision and strategy is guided by clients’ unique values and goals, and that portfolios perform best when we are fully aligned as managers with our clients’ purpose.

Our Portfolio and Asset Management practice includes the following services:

  • Property- and portfolio-level strategy
  • Business plan development and implementation
  • Transaction management (acquisition, leasing, disposition)
  • Selection and oversight of the Property Management team
  • Capital alignment (debt, equity recapitalizations, strategic partnerships)
  • Integrated analytics (alternatives, financial, market, risk, etc.)
  • Governance, wealth transfer, and intergenerational considerations
  • Compliance
  • Investor reporting / communications

Advisory based on relationships and stewardship

With over 35 years as stewardship-based advisors, we magnify our diverse relationships to create shared value with clients, tenants, contractors, and the communities in which we work. Our practice centers on family enterprises, family offices, and high net worth individuals. Therefore, facilitating conversations around governance, wealth transfer, and intergenerational considerations are part of our holistic approach. We do this with care and deep listening, honoring the value of differing opinions, and curating a communication environment of balance, honesty, and respect.


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