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    HERITAGE COMMERCIAL REAL ESTATE & TECHNOLOGY INVESTMENTS

     

     

     

    Venture Capital. Real Estate Expertise. TM

  • Disintermediation

    The passage of the JOBS Act in 2012 and substantive advances in financial technology are revitalizing the classic concept of syndication, enabling investors to minimize the financial friction of intermediaries, access deal flow, invest in, control, and manage alternative investments.

    Big Data

     

    Artificial Intelligence and Big Data are providing unparalleled insights into human behavior, personal preferences, and management of our physical environment.

    Social Capital

    Social networks and the power of connectivity are revolutionizing real estate usage, blockchain and digital assets, alternative investments, lending, asset management, and informed purchasing in a world under change and challenge.

    Distribution

    Platform technologies are reshaping traditional distribution channels. E-commerce and industrial fulfillment centers are the new malls. Streaming video is the new television. Every screen is an access point for content and commerce.

    Artificial Intelligence

    Machine learning and algorithms can analyze vast data sets, including online behavior, to provide more accurate and personalized recommendations for productivity and choice.

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    "We advise and invest in companies with

    technology solutions for real estate

    led by serial achievers who execute on sound ideas,

    creating mutual benefit and contributing to the greater good."

     

    Lewis G. Feldman, Founder

  • Representative Portfolio Companies

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    CrowdStreet

    #1 Direct-to-Accredited-Investors Real Estate Investment Platform

    CrowdStreet is the leading online commercial real estate investing platform that matches accredited investors with more than 500 real estate investment opportunities, including individual assets and funds. Some of the largest and most respected deal sponsors, such as Greystar, Walker & Dunlop, and Harbor Group International, use CrowdStreet to raise equity capital and reach accredited investors. Since 2014, CrowdStreet's investor community has funded more than $3.5 billion in investments and received over $200 million in distributions.

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    FUNDRISE

    #1 Direct-to-Non-Accredited Investors Real Estate Investment Platform

    Fundrise is an investment service with over $7 Billion in transaction volume and a mission to democratize real estate investing. Fundrise grants users access to professional investment management and a market of private real estate funds. Investors save 20-40 percent on brokers, management fees, and administrative costs, resulting in up to 33 percent higher annual returns than a traditional private equity real estate fund provides.

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    Patch Lending

    Building Wealth and Growing Communities

    Patch Lending is a Peer-to-Real-Estate (“P2RE”) lending marketplace that matches accredited and institutional investors seeking high-yield, short-term, asset-collateralized investments to borrowers seeking more timely and consistent sources of funding for rehabilitating properties across America.

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    Payforward

    Credit card rebates for Healthcare

    Payforward gives consumers the power of enchanced choice in how to use rebates for personal needs and the greater good. PayForward enables prepaid debit card users to instantly receive enhanced rebates of up to 15 percent cash back on purchases with major retailers, lenders, healthcare insurance providers, and restaurants. PayForward subscribers may add their rebates to savings, share a percentage of the rebates with family members, or contribute to charities of their choosing.

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    RealtyMogul

    $400 million in Partnership investments for Accredited Investors

    RealtyMogul.com is an online commercial real estate marketplace, offering accredited real estate investors 24/7 access to vetted debt and equity investment opportunities, along with analytics and management tools to invest in cash-flowing commercial real estate assets.RealtyMogul forms partnerships with real estate sponsors and opens the partnerships to accredited investors. RealtyMogul has

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    WikiRealty

    Marketing Local Real Estate Expertise through Technology

    WikiRealty provides real estate agents with an app-based search and content algorithm to optimize agent recognition in local markets, using custom insights on food, wine, entertainment, neighborhoods, schools, restaurants, and cultural attractions. Wikirealty's app enables agents to optimize their presence online and be recognized as an informed resource in their local market.

  • 2021 Real Estate Technology

    Venture Investment Report

    Sources: NREI, CBInsights, JLL

    2021 CRETECH Funding: $32 Billion  

    2021 is a record-breaking year for property technology investment with IPOs, SPACs, and VCs 

     

    Investment themes focused on data transparency, portfolio optimization, investment platforms, and digitization of real estate

    2020 CRETECH investment: $31Billion

    Commercial Real Estate Technology Investment

    in 2020

    Investment themes focused on data transparency, portfolio optimization, investment platforms, and digitization of real estate

  • Leadership

    Heritage CRETech Ventures

    Venture Capital. Real Estate Expertise.®

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    Lewis G. Feldman

    Founder/Chief Executive Officer

    J.D., Executive Editor Law Review,

    University of California, Davis, 1982

    B.A. with Highest Honors,

    University of California, Santa Cruz 1978

    After a storied 35-year career in Big Law as one of America's prominent capital markets lawyers, Lew Feldman founded Heritage Capital Ventures LLC in 2015 to invest in technologies that result in greater investment returns and broader capital access with lower costs and higher efficiencies. Heritage CRETech Investments was founded in 2020 to raise and deploy capital for applicable real estate technologies. Lew has helped to raise more than $100 billion in debt and equity for real estate and financial technology companies. Lew serves as Chairman of the Board of the University of California Ziman Center for Real Estate at the John Anderson Graduate School of Management. Lew has appeared on media channels including ABC, CNBC, CBS, Bloomberg Television, Fox, Sirius, YouTube, and various industry podcasts. Lew's ideas and opinions have been covered in national, regional, and trade publications, including Barron's, The Los Angeles Times, The Los Angeles Business Journal, The New York Times, The Wall Street Journal, Fortune, and Forbes.

  • Video Resources

    Panels and Presentations

    Proptech, Climate Tech, and the Real Estate Industry

    With Brendan Wallace, CEO of Fifth Wall

    During the Fall 2021 Board Meeting of the UCLA Ziman Center for Real Estate, held virtually on November 3, 2021, Heritage CEO and Ziman Center Board Chair Lew Feldman spoke with Climate Tech thought leader and COP26 speaker Brendan Wallace, CEO of Fifth Wall, with $2.6 billion in assets under management, about the $20 trillion investment required to decarbonize the real estate industry, and the financial and social opportunities created by investing in climate-sensitive technology. The interview begins at the 38-minute mark in the video.

    Real Estate, SPACs, and COVID-19 in 2021

    With Barry Sternlicht of Starwood and Michael Van Konynenburg of Eastdil Secured

    Do investment opportunities abound as we move out of the days of COVID-19? If so, where are they? Heritage CEO and UCLA Ziman Center Chairman Lew Feldman led the June 9, 2021, Spring Board Meeting of the UCLA Richard S. Ziman Center for Real Estate with real estate impresario Barry Sternlicht of Starwood Capital and Eastdil Secured's thought leader, Michael Van Konynenburg on critical issues affecting the U.S. economic recovery, commercial real estate trends, capital market insights, investment themes, SPAC opportunities, and proptech trends disrupting the real estate industry.

     

    UCLA Ziman Center for Real Estate: COVID-19 and Its Global Impact on Real Estate, the Economy & Investment Markets

    With Guggenheim Partners' Scott Minerd

    UCLA Ziman Center for Real Estate - April 8, 2020 Spring Broadcast Webinar, "COVID-19 and Its Global Impact on Real Estate, the Economy & Investment Markets", featuring Guggenheim Investments' Chairman, Scott Minerd, who provides invaluable proprietary research and insights into the domestic and global impact of the recent COVID-19 pandemic with Stuart Gabriel, UCLA Richard C. Ziman Center for Real Estate Director and Professor of Finance at the John E. Anderson Graduate School of Management, and UCLA Ziman Center Chairman, Lew Feldman of Heritage CRETech Ventures.

    What Online Lending Means for Banks, Businesses, and Borrowers.

    With leadership of Lending Club, OnDeck, & Funding Circle

    Heritage CEO, Lew Feldman, joined the 2015 Milken Institute Global Conference for a discussion covering online lending with the leaders of Lending Club, OnDeck, Funding Circle, and Prosper.

    LendIt: Online Real Estate Lending and Investment

    With the leadership of Fundrise, iFunding, Lendinvest, Realty Shares, and Realty Mogul

    LendIt (http://www.lendit.co/) launched its first fintech conference in San Francisco on May 4-6, 2014. Heritage CEO Lew Feldman moderated the Real Estate Crowdfunding Panel with proptech pioneers William Skelly of iFunding; Jillene Hellman of Realty Mogul; Nav Athwal of Realty Shares; Christian Faes of LendInvest; and Tom Lockhard of Fundrise.

    Where in the World Are the Real Estate Opportunities?

    With Sam Zell of Equity Investments and Bill McMorrow of Kennedy Wilson

    Heritage CEO Lew Feldman moderated a panel discussion with Bill McMorrow of Kennedy Wilson and Sam Zell of Equity Investments on where the best real estate opportunities are to be found around the Globe.

  • Our Education Partners

    We actively participate in thought leadership with America's leading universities and organizations

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    UCLA Center for Real Estate

    The UCLA Ziman Center for Real Estate advances real estate thought leadership by generating research, educating the next generation of business leaders and social entrepreneurs, and providing meaningful forums for industry professionals and policymakers.

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    The Wharton School

    One of the world’s premier business schools, Wharton offers students knowledge and experience to become business leaders in real estate and beyond and positively impact the world.

     

     

     

     

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    USC Center for Real Estate

    The USC Lusk Center for Real Estate seeks to advance real estate knowledge, inform business practice, and address timely issues that affect the real estate industry, the urban economy, and public policy.

     

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    Milken Institute

    The Milken Institute is a non-profit, nonpartisan think tank determined to increase global prosperity by advancing collaborative solutions that widen access to capital, create jobs and improve health.

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    Urban Land Institute

    The Urban Land Institute provides leadership in the responsible use of land and in creating and sustaining thriving communities worldwide.

     

     

  • Heritage CRE&Tech Investments

    Venture Capital. Real Estate Expertise.®

     

    Have a great proptech idea in need of equity or debt? Let's talk

    1112 Montana Avenue
    By appointment
    2134475626