The Wealth Mandate
A Corporate Doctrine of Collective Ascent
We state plainly what history has always revealed but institutions have been reluctant to declare: wealth is not an indulgence; it is an instrument of mandate. Without it, vision remains rhetorical, morality remains aspirational, and participation in higher civic, social, and spiritual obligations remains conditional upon the permission of others.
Therefore, we ask that you review our Socioeconomic Plan to understand the full scope of our vision.
Community wealth is not a charitable aim. It is a strategic prerequisite.
A community that does not control capital cannot control outcomes. It cannot protect labor, cannot dictate standards, cannot sustain institutions, and cannot defend its future against extraction disguised as partnership. To deny this is not humility; it is historical amnesia.
TheCommunityREIT
The Community REIT™ is the public-facing investor collective aligned with Heritage REIT LLC, the institutional real-estate trust founded and managed by Heritage Group LLC.
Where Heritage REIT functions as the core holding entity—acquiring, developing and managing large-scale hospitality and healthcare assets—the Community REIT extends that opportunity to qualified individual investors.
It allows everyday participants to join the same institutional pipeline that funds the Heritage flagship projects such as the Heritage Hill Country Resort, while remaining under SEC-compliant REIT governance and Heritage Management oversight.
You can learn how TheCommunityREIT operates and see our Guided Principles that demonstrate our commitment to investor excellence.
Prospective Projects
