After over two years since his first guesting on the show, Stewart Heath is back to share the growth in his investments and more strategies to help you thrive despite the market’s volatility and dynamics.

Stewart talks about how he started taking advantage of office spaces and buildings when the world was shut down by the global crisis and investing in multiple types of real estate investments as his diversification approach.

Key Points & Relevant Topics

• A quick overview of the Harvard Grace Corporation and Harvard Grace Capital and what they do in the market
• Stewart’s focus market and asset classes
• What makes office spaces a functional asset class in the face of the Covid-19 pandemic
• Business plan and operational expenses involved in office or retail investing
• The typical holding period and exit strategy for an office space/building
• Office space lease agreement and options for tenants
• Having reserves to be prepared for vacancy or occupancy issues surrounding office investing
• How money lending works in terms of financing offices
• Preferred investor returns in the office space
• Why investing in multiple asset classes is a good strategy for syndicators
• Two effective strategies for finding the best deals that will meet your investment criteria

Resources & Links

• Stewart’s first appearance: SA297 | Leveraging Capital Structure Strategy in Real Estate
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Stewart Heath

Stewart Heath founded the Harvard Grace Corporation in 2010, which has since expanded into Harvard Grace Capital. HG Corporation still provides fractional C-level executive services to clients as well as general business consulting. Heath also sits on several boards, including HGC, Winsome Truth, The Shepherd’s Call, and Second Chance Sober Living. In 2016, Heath was recognized as a finalist for the Nashville Business Journal’s CFO Awards. Currently, Heath holds several fractional CFO positions. 

Heath previously held positions as COO and CFO for companies in retail, real estate, manufacturing, corporate services, entertainment, and digital media. He earned his CPA license in 1987 and has since held several senior financial and operating positions. Heath also holds a B.S. in Business Administration from Auburn University.  He now runs Harvard Grace Capital, an idea that’s been close to his heart for a long time, in an effort to provide stability for investors and to engage in his community. 

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