Podcast appearances and mentions of stewart heath

In this episode of Zero to CEO, I speak with real estate investor, CPA, and founder of Harvard Grace Capital, Stewart Heath. We dive into how passive real estate investing can help build long-term wealth — even during uncertain economic times. Stewart shares the strategic principles his firm uses to create consistent returns, why focusing on cash flow is more powerful than chasing capital gains, and how to avoid costly mistakes in syndications. Whether you're a founder seeking diversification or a cautious investor, Stewart lays out a clear path to generating stable income and maximizing tax advantages — without the hassle of managing properties.

On Mission Matters, Adam Torres interviews Stewart Heath, Founder & CEO of Harvard Grace Capital, on building passive income through stabilized commercial real estate (suburban/medical office, retail, storage) along the I-65 corridor. Heath shares his conservative playbook—fixed-rate debt, high occupancy, no ground-up or heavy value-add—and explains how investors benefit from cash flow and bonus depreciation. He also previews a Q1 fund launch targeting “boring but beautiful” deals. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: https://missionmatters.lpages.co/podcastguest/ Visit our website: https://missionmatters.com/ More FREE content from Mission Matters here: https://linktr.ee/missionmattersmedia Learn more about your ad choices. Visit podcastchoices.com/adchoices

On Mission Matters, ⁠Adam Torres⁠ interviews ⁠Stewart Heath⁠, Founder & CEO of Harvard Grace Capital, on building passive income through stabilized commercial real estate (suburban/medical office, retail, storage) along the I-65 corridor. Heath shares his conservative playbook—fixed-rate debt, high occupancy, no ground-up or heavy value-add—and explains how investors benefit from cash flow and bonus depreciation. He also previews a Q1 fund launch targeting “boring but beautiful” deals. Follow Adam on Instagram at ⁠https://www.instagram.com/askadamtorres/⁠ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: ⁠https://missionmatters.lpages.co/podcastguest/⁠ Visit our website: ⁠https://missionmatters.com/⁠ More FREE content from Mission Matters here: ⁠https://linktr.ee/missionmattersmedia⁠ Learn more about your ad choices. Visit podcastchoices.com/adchoices

In today's RaiseMasters Radio episode, Adam is joined by Stewart Heath to discuss his journey from CPA and C-level executive to raising capital for “boring” but powerful cash-flowing commercial real estate deals. We talk about the importance of consistent investor communication, lessons learned during challenging capital-raising periods, and how to build a strong portfolio foundation with stabilized assets. Tune in to hear how Stuart is helping investors generate reliable income while creating opportunities for collaboration within the RaiseMasters community. Resources mentioned in the episode: Stewart Heath Website Interested in learning how to take your capital raising game to the next level? Meet us at Capital Raiser's Edge. Learn more here: https://raisingcapital.com/cre  

In this conversation, John Harcar interviews Stewart Heath, a CPA and real estate entrepreneur, discussing the importance of passive investing in real estate for entrepreneurs. Stewart shares his journey in the real estate industry, the lessons learned from his experiences, and outlines five compelling reasons why entrepreneurs should consider investing in real estate. The discussion emphasizes the benefits of diversification, passive income, tax advantages, inflation hedging, and the importance of professional management in real estate investments. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

In this episode, we chat with Stewart Heath from Tennessee about his smart way of investing in real estate. Stewart believes that slow and steady wins the race. He shares why boring investments can be the most profitable and how he and his partners manage their properties themselves. Stewart talks about different types of properties they invest in, like office spaces and storage units. He also explains why having a steady cash flow is important. Join us to learn some great tips on smart and steady real estate investing from Stewart Heath.   ================================== Want to grow your real estate investing business and portfolio?  You're in the right place. Welcome to the Property Profits Real Estate Podcast

In this episode of the Dream Huge podcast, Pete interviews Stewart Heath, a seasoned CPA and entrepreneur with over 35 years of experience. Stewart shares his journey from traditional accounting to commercial real estate, emphasizing the importance of financial knowledge in entrepreneurship. He discusses his investment strategies, focusing on stabilized properties that generate cash flow from day one. Stewart also provides insights into navigating the commercial real estate market, the significance of understanding local dynamics, and offers advice for investors considering commercial properties. The conversation concludes with thoughts on future trends in real estate and the potential for innovative solutions to urban challenges.   Takeaways Stewart Heath has over 35 years of entrepreneurial experience. Being a CPA provides a significant advantage in real estate investing. Successful entrepreneurs must understand their company's financials. Investing in stabilized properties is less risky than value-add projects. Cash flow from day one is crucial for investment deals. The suburban office market is showing positive trends post-COVID. Investors should avoid commercial properties that are not optimally occupied. Hold times for investments are typically estimated at five years. Innovative zoning changes could address housing shortages in urban areas. Real estate investing is a collaborative effort, requiring teamwork.     

Join us for Episode 502 of The Real Estate Investing Club as we dive deep into the world of commercial real estate with industry veteran Stewart Heath. With over 20 years of experience, Stewart shares his proven strategies for building wealth through real estate investments. Discover how to identify lucrative opportunities, manage properties effectively, and navigate the complexities of the market. Don't miss this valuable insight from a seasoned expert!#RealEstateInvesting #CommercialRealEstate #InvestmentTips #StewartHeath #TheRealEstateInvestingClub. Want to become financially free through commercial real estate? Check out our eBook to learn how to jump start a cash flowing real estate portfolio here https://www.therealestateinvestingclub.com/real-estate-wealth-book  Enjoy the show? Subscribe to the channel for all our upcoming real estate investor interviews and episodes.  ************************************************************************  GET INVOLVED, CONNECTED & GROW YOUR REAL ESTATE BUSINESS  LEARN -- Want to learn the ins and outs of real estate investing? Check out our book at https://www.therealestateinvestingclub.com/real-estate-wealth-book  PARTNER -- Want to partner on a deal or connect in person? Email the host Gabe Petersen at gabe@therealestateinvestingclub.com or reach out on LinkedIn at https://www.linkedin.com/in/gabe-petersen/  WATCH -- Want to watch our YouTube channel? Click here: https://bit.ly/theREIshow  ************************************************************************   ABOUT THE REAL ESTATE INVESTING CLUB SHOW   Hear from successful real estate investors across every asset class on how they got started investing in real estate and then grew from their first deal to a portfolio of cash-flowing properties. We interview real estate pros from every asset class and learn what strategies they used to create generational wealth for themselves and their families. The REI Club is an interview-based real estate show that will teach you the fastest ways to start and grow your real estate investing career in today's market - from multifamily, to self-storage, to mobile home parks, to mix-use industrial, you'll hear it all! Join us as we delve into our guests career peaks and valleys and the best advice, greatest stories, and favorite tips they learned along the way. Want to create wealth for yourself using the vehicle of real estate? Getting mentorship is the fastest way to success. Get an REI mentor and check out our REI course at https://www.therealestateinvestingclub.com.  #realestateinvesting #passiveincome #realestate    Send us a textInterested in becoming a passive investor in one of our projects? Kaizen Properties, is looking for passive investors for our upcoming deals. We invest in what are known as “recession resistant assets”: self storage, MH & RV parks, and industrial properties. If you are interested, go to the website and click on the “Invest with Us” button at the bottom of the page.Support the show

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Enjoy this conversation with Stewart Heath, principal at Harvard Grace Capital. In this conversation, Jonathan and Stewart discuss having a competitive advantage, why some types of office could make a great investment, and Stewart's 3 rules for investing. Connect with Stewart:https://harvardgracecapital.com/Click to text the show! Support the podcast by making a monthly donation through Patreon. When you contribute, you'll get access to bonus content not available anywhere else. If you enjoyed this episode, you would probably enjoy reading my weekly newsletter. Every Friday, you'll get a behind the scenes look at my investing, including current events in commercial real estate, deals I'm working on, and random personal things going on in my life. It's a super quick read and you can unsubscribe anytime. - Jonathan Subscribe to the newsletter here: www.thesourcecre.com/newsletterEmail Jonathan with comments or suggestions:podcast@thesourcecre.comOr visit the webpage:www.thesourcecre.com*Some or all of the show notes may have been generated using AI tools.

We'd love to hear from you. What are your thoughts and questions?Stewart Heath, a certified public accountant with over 20 years of experience in commercial real estate, discusses the importance of including real estate in every investor's portfolio. He highlights the stability and cash flow nature of real estate investments, emphasizing that it should be a core holding. Heath also discusses the potential shift in dominance from public markets to private placements in the future, driven by technology and the emergence of regulation A offerings. He explains that office buildings are not dead, but different subcategories of office spaces may experience varying levels of pain. Heath also shares his rules for investing in real estate, including the importance of location, making money on the buy, and risk mitigation.Main Points:Real estate should be a core holding in every investor's portfolio due to its stability and cash flow nature.The dominance of public markets may shift to private placements in the future, driven by technology and the emergence of regulation A offerings.Different subcategories of office spaces may experience varying levels of pain, but office buildings are not dead.Investors should focus on location, make money on the buy, and prioritize risk mitigation when investing in real estate. Connect With Stewart Heath:stewart.heath@harvardgrace.comhttps://www.facebook.com/stewartoheathhttps://www.linkedin.com/in/stewartoheath/https://harvardgracecapital.com/about/

Stewart Heath, CEO of Harvard Grace Capital and a seasoned CPA, is on the podcast to reveal his interesting journey from being a CPA with a portfolio of real estate investing clients and a heavy dose of skepticism about real estate to being a passionate real estate investor himself. And he's sharing how interactions with his clients transformed his perception of real estate from a risky venture to a dependable path for slow, sustainable wealth-building. We're talking about misconceptions, importance of local market knowledge, complexities of financing, long-term stability and the essential role of housing in the economy, offering valuable perspectives on identifying opportunities amid broader economic shifts. With its stability, tax benefits, and leverageability, real estate stands as the original and most accessible asset.We delve into the evolution of real estate investment structures, provide a compelling analysis of the legislative changes in 1986 that reshaped the industry, and draw insightful parallels to the 2008 financial crisis and current trends in multifamily housing. And Stewart shares his views on the hybrid work model's impact on office demand and predicts that interest rates won't return to historical lows soon. Highlighting the timeless value of real estate investing, we echo John Rockefeller's wisdom: the best time to invest was five years ago, but the next best time is today. Connect further with Stewart Heath at https://harvardgracecapital.com.To securely invest with a partner that cares about your investment priorities and provides low risk with maximized returns, please consider joining our successful investing family and let us create a legacy of financial and community impact together. Please email bill@firstliencapital.com or go to https://www.firstliencapital.com.Stay connected with Bill Bymel and First Lien Capital:Linktree: https://linktr.ee/billbymelTo learn more, visit:https://billbymel.com/Listen to more episodes on Mission Matters:https://missionmatters.com/author/bill-bymel/

Stewart Heath is an entrepreneur and leader with over 35 years of experience transforming organizations into efficient operations and being a real estate investor for over 20 years. Heath's experience includes commercial and multi-family development, construction, and management. During the GFC in 2008, he learned many lessons on the best practices of holding and operating real estate. He now applies the wisdom he gained to the syndicated offerings his firm, Harvard Grace Capital, brought to market.   Learn more about Stewart Heath Harvard Grace Capital: https://harvardgracecapital.com/   Connect with the Global Investors Show, Charles Carillo and Harborside Partners: ◾ Setup a FREE 30 Minute Strategy Call with Charles: http://ScheduleCharles.com ◾ Learn How To Invest In Real Estate: https://www.SyndicationSuperstars.com/  ◾ FREE Passive Investing Guide: http://www.HSPguide.com ◾ Join Our Weekly Email Newsletter: http://www.HSPsignup.com ◾ Passively Invest in Real Estate: http://www.InvestHSP.com ◾ Global Investors Web Page: http://GlobalInvestorsPodcast.com/  

On this episode of the Deal Farm®, Kevin and Ken speak with Stewart Heath about his transition from CPA to Sponsor. In just 2 years, Stewart has built Harvard Grace Capital to over 20M in real esetate holdings. Listen in as he explains his philosophy on vetting and buying commercial properties without the typical risks built into value-add opportunities. 

Stewart Heath, CPA, is the CEO of Harvard Grace Capital, an extension of Harvard Grace Corporation. Stewart has been a real estate investor for over 20 years focusing on commercial real estate – including retail, self-storage, gymnastics facilities, and medical offices. What business problem do you solve? In this episode, Gary welcomes Stewart Heath, CEO of Harvard Grace Capital, to explore strategies for generating passive income and building wealth through real estate investment. Small Business Answer Man's Shownotes: Stewart defines passive income as income received without active work, highlighting real estate as a prime source due to its potential for consistent returns and tax advantages. The discussion delves into real estate's tax benefits, including depreciation, cost segregation studies, bonus depreciation, tax-free refinancing, and tax-free exchanges, offering listeners valuable insights into maximizing returns while minimizing tax liabilities. Stewart emphasizes the stability and cash flow of real estate investments compared to other assets, urging listeners to consider real estate as a cornerstone of long-term wealth building. Insights are provided into the various types of office spaces and their viability post-pandemic, encouraging investors to explore opportunities in suburban offices, medical offices, and specialized buildings as part of a diversified portfolio strategy. Stewart advices on seizing opportunities in the current market conditions, despite higher interest rates, by focusing on long-term value and leveraging professional management for a truly passive income experience. Gary underscores the importance of diversification, tax benefits, and inflation hedging through real estate, directing listeners to Harvard Grace Capital's resources for further guidance and support in their investment journey. Stewart Heath's Small Business Tip: Consider diversifying income streams through real estate investments. Educate yourself on the tax benefits and long-term wealth-building potential of real estate. Focus on long-term value and utilize professional management for a truly passive income experience. Take advantage of current market conditions and explore opportunities in stable real estate assets. Connect with Stewart Heath: harvardgracecapital.com LinkedIn Company's LinkedIn Facebook Clarity Navigator Discovery Session – Sign Up HERE Learn more about Gary's Mastermind group at goascend.biz/the-mastermind-solution

Welcome to the latest episode of "The Cashflow Project"! Today, we're excited to have Stewart Heath, a seasoned financial expert and real estate investor, join us. Stewart's expertise in fractional CFO services and commercial asset investments makes him a goldmine of knowledge for aspiring investors. In this episode, Stewart shares the importance of leveraging other people's skills, understanding your own bandwidth, and hiring quality property managers. We'll explore the nuances of multifamily properties, the challenges of transitioning from residential to commercial real estate, and lessons from Stewart's decades of experience. Don't miss this enlightening conversation on "The Cashflow Project"! [00:00] Fascination with inherited timber leads to career. [06:02] Significant mindset shift, embracing change and growth. [08:14] Seeking wealth, diving into real estate ventures. [10:33] Controlled property management led to challenges and rewards. [13:38] Transition from single to commercial properties, advantages. [16:22] Retail faced struggles in 2020, but rebounded. [21:18] Choose tenants wisely to avoid costly mistakes. [23:13] "Avoid being an accidental landlord to succeed." [27:44] Highly recommend the transformative and practical book. [30:21] Neglecting reserves led to a major setback. [32:28] Maintain reserves for market downturns and opportunities. [37:05] Stuart Heath discusses financial expertise and leveraging others. Connect with Stewart Heath: Website LinkeIn Connect with The Cashflow Project! Website LinkedIn YouTube Facebook Instagram

Stewart Heath is a passionate entrepreneur and leader with over 35 years of experience transforming organizations into efficient operations with a path to profitability. Heath found interest in his career at an early age while watching his CPA father produce business success for clients. In 1985, Heath graduated from Auburn University with a degree in Accounting. Since then, he has held multiple C-Level positions. In 2011, Stewart Heath founded Harvard Grace Corporation where he and his team provide business advisory services specializing in financial and operational fractional C- Level engagements.  Heath has been a real estate investor for more than 20 years. His experience includes, commercial and multi-family development, construction, management and investing. Heath learned many lessons on the best practices of holding and operating real estate during the financial crisis of the last decade. He now brings the wisdom he gained to the syndicated offerings brought to market by Harvard Grace Capital.  Heath is also known for giving back to the community throughout his career. He currently serves on the board of Freedom Business Alliance, an organization focused on stopping human trafficking. Previously, he served on the board for New Hope Academy in Franklin, Tennessee, a school focused on racial reconciliation. In a previous role, he met staff members' needs by providing homework sessions and career guidance to mothers who were working full-time and enrolled in classes to build a better future.  Stewart Heath welcomes opportunities to share his story and is always looking for more ways to give back to the community.    https://www.linkedin.com/in/stewartoheath/ https://www.linkedin.com/company/harvard-grace-corporation/?viewAsMember=true https://www.facebook.com/search/top?q=harvard%20grace%20corporation     To learn more about Jen Josey, visit www.TheRealJenJosey.com To join REIGN, visit www.REIGNmastermind.com Stuff Jen Josey Loves: https://www.reignmastermind.com/resources Buy Jen Josey's Book: From Beginner to Badass: https://a.co/d/bstKlby  

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 TopicsA quick overview of the Harvard Grace Corporation and Harvard Grace Capital and what they do in the marketStewart's focus market and asset classesWhat makes office spaces a functional asset class in the face of the Covid-19 pandemicBusiness plan and operational expenses involved in office or retail investingThe typical holding period and exit strategy for an office space/buildingOffice space lease agreement and options for tenantsHaving reserves to be prepared for vacancy or occupancy issues surrounding office investingHow money lending works in terms of financing officesPreferred investor returns in the office spaceWhy investing in multiple asset classes is a good strategy for syndicatorsTwo effective strategies for finding the best deals that will meet your investment criteriaResources & LinksStewart's first appearance: SA297 | Leveraging Capital Structure Strategy in Real EstateApartment Syndication Due Diligence Checklist for Passive InvestorAbout Stewart HeathStewart 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. Get in Touch with StewartWebsite: https://harvardgracecapital.com/ / https://stewartheath.com/ Calendly: https://calendly.com/sheath-harvardgrace To Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!

In this week's episode of the KCREatingwealth Podcast, I had a great conversation with Steward Heath! Stewart is the CEO of Harvard Grace Capital based out of Tennessee!  In this episode, we chatted about a bunch of different that I feel like you guys will like! He has a unique and powerful investment philosophy that is dominantly based on buying large assets in his back yard, with a smaller focus on asset type! This was an incredibly enjoyable chat and I am excited for you guys to listen in! Connect with him here! https://stewardheath.com/ ***Fill out our investor application below for us to learn how to collaborate on deals together in the future!*** https://tinyurl.com/5969549n ***Join our “KCREatingwealth Together” Facebook group to collaborate with tons of likeminded investors from all over and help each other change our lives for generations!*** https://tinyurl.com/ycerv4ra Follow me on social! Instagram: @Kyle.kcreatingwealth, @KCREatingwealth Facebook: @Kyle Curtin Linkedin: Kyle Curtin Biggerpockets: Kyle Curtin What equipment do I use? Blue Yeti USB Microphone: https://tinyurl.com/5n966aty DISCLAIMER: I or any guests being interviewed on “The KCREatingwealth Podcast” are not responsible for any investment decisions that you make or capital losses incurred. We are not licensed tax professionals or any form of wealth advisors unless particular guest happens to be as such, and all investment decisions should not be made without receiving advice from a licensed professional.

Join us in this eye-opening episode of Invest In Sqft, where we unravel the financial essence of commercial real estate with a seasoned investor, Stewart Heath, who views properties as more than just bricks and mortar. Delve into the surprising insights as Stewart, labeled a numbers geek, dissects the common lack of understanding among real estate professionals when it comes to the financial intricacies of commercial properties. Discover how a unique perspective, treating real estate as "financial paper with toilets," has empowered Stewart to navigate the market differently. Uncover the importance of income per square foot in the commercial realm and how it vastly differs from the per-square-foot mentality often associated with residential real estate. Gain valuable lessons from the guest's experience by acquiring three properties at favorable prices by applying a strategic approach to financial evaluation. In a market where conventional wisdom often falls short, our his unconventional insights have proven invaluable, emphasizing the significance of making money on the buy rather than relying solely on market trends. Whether you're a seasoned investor or just starting in the real estate game, this episode offers a fresh perspective that challenges traditional norms and opens up new avenues for success. Tune in to gain a deeper understanding of the financial dynamics that drive commercial real estate and learn how to crack the code for lucrative investments.      

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About the guest: Stewart Heath is the CEO and founder of Harvard Grace Capital, a company dedicated to helping individuals build wealth through stable and cash-flowing real estate investments. Learn about the Freedom Business Alliance and how they empower survivors of human trafficking through sustainable business opportunities.   Books & Podcasts recommended by Stewart: * Cash Flow Connections with Hunter Thompson - https://cashflowconnections.com/ * Who Not How - https://www.amazon.com/Who-Not-How-Accelerating-Teamwork-ebook/dp/B0867ZJ151   Relevant Links: https://harvardgracecapital.com/ https://www.linkedin.com/in/stewartoheath/   About Ray Hightower: Ray Hightower is a tech company founder and commercial real estate investor based in Phoenix, Arizona, USA. He serves as CEO of Bridgetown Partners, the creator of ROIClear.   https://ROIClear.com https://BridgetownPartners.com https://RayHightower.com   #ROIClear #Entrepreneurship​ #Business  #RealEstate   Note: ROI Clear is written without spaces: ROIClear.

Other than Class A office space in top-tier markets, the overall office building asset class remains a healthy and viable investment alternative. There are several types of office product, and most are faring well depending on the location.  Stewart Heath, CEO of Harvard Grace company, is building a portfolio of properties in the Nashville to Huntsville, Alabama, corridor, including cash-flowing office buildings. This market has seen explosive growth and offers great investing opportunities. 

Stewart Heath is a driven and ambitious individual who has always operated at an accelerated pace. His journey in real estate began in 2000 when he started with just one duplex rental property. Within a remarkably short span of 6 to 9 months, Stewart had already acquired 14 duplexes. Fueled by his rapid success, he transitioned into building houses, with some designed for renting out and others for selling.As his experience grew, Stewart ventured into renovating condominiums, and his business expanded rapidly. However, during this process of managing various projects, he realized that residential housing did not align with his interests and aspirations. Nevertheless, he remained open to exploring multifamily deals and has yet to syndicate one.Stewart Heath exemplifies a dynamic and entrepreneurial spirit, constantly seeking new opportunities and challenges within the real estate industry. Despite his preference for non-residential ventures, his success is a testament to his drive and ability to adapt to different market demands.Connect with Stewart Heath: https://harvardgracecapital.com/Key Points and Bullets:Real estate investment strategiesInvesting in cash flowing propertiesComparing development deals and fix and flips to cash flowing propertiesThe importance of underwriting in any economic climateFocusing on a specific asset class in real estateThe broken property management model and alternativesTax benefits and potential appreciation in real estate investmentsLeasing and management of commercial propertiesSuccess in leasing office spaceMovement of tenants and the impact on leasesTaxes for essential workers and training officeShorter lease terms during commercial renewalsFocus on niche storage and remote managementSelecting locations and investment opportunitiesThriving economy of Huntsville and its impact on small townsPotential markets like Pulaski and FayettevilleImportance of understanding local real estate conditionsManagement of storage facilitiesSoftware options for storage managementOnline features for tenants, including reservations and paymentsNot requiring on-site managementComparing current economic flux to the 2008 downturnStuart's thoughts on the current economic climate and similarities to 2008Stuart's experience during the 2008 downturn and lessons learnedRisk management and passive investing in real estateDealing with stabilized properties and locked-in leasesFixed interest rates and controlling expensesLearning from past mistakes to avoid pitfallsInvesting passively as an alternative to active investingReal estate as a stable investment option with cash flow and capital gainsTax benefits and returns in real estate investmentBenefits of investing in real estate over the stock marketTax benefits, including bonus depreciation and cost segregation studyCash on cash returns for investorsStructuring leases to avoid frequent selling and turnoverLIKE • SHARE • JOIN • REVIEWWebsiteJoin the REI Mastermind Network on Locals!

Do you know what you need to be looking for when evaluating a passive income opportunity? Today we will hear about some dangers to avoid. Stewart Heath is the Founder and CEO of Harvard Grace Capital, a private equity real estate investment firm that helps people build wealth faster through hands-off real estate investing that generates passive income, reduces risks, and maximizes tax efficiencies. He has raised millions of dollars through two real estate syndications, with a team of successful entrepreneurs with 150+ years of combined expertise in business management and commercial real estate investing running the business. By investing in commercial real estate assets (office, retail, self-storage, etc.) that are well-located between Nashville, Tennessee, and Huntsville in Alabama, they're able to offer their investors 15%+ ROI. In a few minutes we are going to talk about investing in office space, small towns, and what to consider when evaluating these opportunities.

In this Topical Tuesday's episode, I spoke with Stewart Heath who is the CEO of Harvard Grace Capital, where his goal is to create stable and recurring cash flow to help families build wealth at minimal risk. Be sure to tune in if you're interested in learning about: Why investors should be weary of the national headlines when it comes to office investing The importance of reserves at this phase of the market cycle Hard luck lessons he's learned from his years of experience doing due diligence and how investors can learn from it The key differences in the due diligence process for office vs. self-storage investments To your success, Tyler Lyons Resources mentioned in the episode: Stewart Heath Website Interested in investing with Asym Capital? Check out our webinar.   Please note that investing in private placement securities entails a high degree of risk, including illiquidity of the investment and loss of principal. Please refer to the subscription agreement for a discussion of risk factors. Tired of scrambling for capital?  Check out our new FREE webinar -  How to Ensure You Never Scramble for Capital Again (The 3 Capital-Raising Secrets). Click Here to register.   CFC Podcast Facebook Group  

Key Takeaways Real estate investing offers opportunities for generating short-term cash flow and long-term wealth. Building trust is crucial in real estate deals, and it takes time to build but can be lost in an instant. Cash-flowing properties, particularly stabilized ones, are a strong foundation for building wealth. The self-storage and medical office space can be resilient investments with consumer-facing tenants. Office space in central business districts might face challenges, but suburban office spaces can perform well. Timeline [00:39] Intro to Podcast [03:10] Intro to episode guest [04:12] One word that describes Stewart personally and professionally. [05:28] Stewart talks about his background and how he got to where he is at today. [07:45] Let's talk a little bit about your strategy around building wealth. [10:43] Stewart explains the office space and its six sub-categories. [14:51] Do you invest in self-storage properties in the Huntsville market since it's an area with great potential and you've already owned units there? [19:28] How's capital raising efforts today? [21:08] Stewart talks about where their passive investor come from. Contact  Email: stewart.heath@harvardgrace.com Website: harvardgracecapital.com & harvardgrace.com

In Today's Episode: Host: Brandon Elliott,  https://zez.am/brandonelliottinvestments Guest: Stewart Heath ⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯ Resourceful Links:  How To Get Up To $500,000 Every 6 Months At 0%: https://www.creditcounselelite.com/ Get Your Most Accurate Credit Report: https://www.myscoreiq.com/get-fico-max.aspx?offercode=432121Z8 Best Credit Cards: https://milevalue.com/best-credit-cards/?aff=cce Free Credit Education Resources: https://creditcounselelite.com/articles Guide to Taking Massive Action: https://amzn.to/2IZMN8Z ⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯ Meet Your Host, Brandon:  Brandon Elliott went from being off track finding himself on house arrest and burning 40% of his body to getting on track reaching $8.5 million in Assets and being acknowledged part of the "Top 100 Yahoo Finance" by using Credit Cards to buy small multi-family and scaling his businesses using the exact strategies taught in Credit Counsel Elite (CCE). CCE teaches business owners how to get up to $500,000 every 6 months at 0%. By being a member with CCE, you get to learn how to Travel Hack, get access to the 800 FICO Score Club in 30 days or less, fix credit quickly, receive $5K-15K+ of free sign up bonuses, buy Real Estate with Credit Cards, deep dive into Business Credit and Personal credit. To learn more visit: https://www.creditcounselelite.com/ ⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯ Connect with Brandon Elliott:  Facebook: https://www.facebook.com/brandonelliottinvestor YouTube: https://www.youtube.com/@BrandonElliottInvestments Instagram: https://www.instagram.com/brandonelliottinvestments LinkedIn: https://www.linkedin.com/in/brandon-elliott-6b1643148

Welcome to another episode where we explore commercial real estate asset classes with Stewart Heath, the CEO of Harvard Grace Capital, a private equity real estate investment firm that focuses on commercial properties in the Tennessee Valley area. Stewart's journey began as a certified public accountant (CPA), following in the footsteps of his father. However, an epiphany moment made him realize that the traditional accounting model was not the path to building wealth and generating recurring income. Stewart is currently focused on building wealth and generating steady income through his investment portfolio at Harvard Grace Capital. He is always on the lookout for new opportunities and maintains strong relationships with loyal investors. What sets him apart is his hands-on approach to managing properties, ensuring that he fulfills his promises to investors. Stewart's dedication and industry connections contribute to his ongoing success in the finance world. In this episode, we'll hear Stewart's story of going from a CPA to a successful real estate investor. He emphasizes the importance of building wealth and earning consistent income through real estate investments. Stewart stresses the need to have capital reserves for long-term financial security. He also talks about the benefits of taking control of investment decisions, vertical integration of property management and focuses on commercial properties like multifamily, storage, office, and industrial assets. He shares insights on the storage industry's demand for storage units and highlights the advantages of investing in medical office buildings and stable industries. Tune in to gain invaluable insights and learn how you can build wealth and secure a prosperous future in the commercial space with strategic real estate investments. Don't miss out! Get the Midterm Rental Insurance Blueprint: https://experimentrealestate.com/#blueprint HIGHLIGHTS OF THE EPISODE: 21:29 Stewart talks about why it's important to keep making new relationships and maintaining current ones 57:11 Stewart talks about never underestimating the need for capital reserves KEEPING IT REAL: 06:16 The epiphany moment 09:41 Making a lot of money as a CPA 11:29 Why not build a PWC firm 16:08 Transition to larger deals 18:10 Partnership structure at Harvard Grace Capital 19:33 Structuring a deal 21:25 Building a network and raising capital 28:02 Putting in three x more time on property management 30:38 A focus on commercial real estate 32:27 Automating storage facilities 40:27 Metric that tells where storage is needed 45:14 Other commercial assets 49:41 Mixing different businesses 52:31 Structure when buying a multi tenant building 57:11 Key insight you wish you knew earlier 59:33 Good rule of thumb for net operating income 01:01:04 Closing NOTABLE QUOTE (KEY LESSONS): “Whoever your tenants, whatever business your tenant is in, you're in that business as well” - Stewart Heath CONNECTING WITH THE GUEST Website: https://harvardgracecapital.com/ Linkedin: https://www.linkedin.com/in/stewartoheath/ https://www.linkedin.com/company/harvard-grace-corporation/ Facebook: https://www.facebook.com/harvardgrace Youtube: https://www.youtube.com/channel/UCFArB2KXaBlxNJ7LKjP1Qow #Commercialrealestate #RealEstateInvesting #SelfStorage #WealthBuilding

Stewart Heath is based in the Huntsville market where he invests in stabilized commercial assets that have a customer facing component. On today's show we are talking about the opportunity that is coming in the world of commercial real estate, as well as some of the risks and pitfalls. Stewart can be found at harvardgracecapital.com ------------ Host: Victor Menasce email: podcast@victorjm.com

Stewart Heath is the Founder and CEO of Harvard Grace Capital, a private equity real estate investment firm that helps people build wealth faster through hands-off real estate investing. They've raised millions of dollars through two real estate syndications, with a team of successful entrepreneurs with 150+ years of combined expertise in business management and commercial real estate investing running the business. By investing in commercial real estate assets (office, retail, self-storage, etc.) that are well-located between Nashville, Tennessee, and Huntsville, Alabama.  Stewart, a Certified Public Accountant (CPA), has over 35 years of experience in the real estate sector. His expertise encompasses multifamily and commercial property development, construction, management, and investing. In this episode, we talked to Stewart about his transition to real estate after years of work he has done as a CPA in the real estate industry, him finding his “why” to get into real estate investing, solid investments he made in early deals, lessons learned from the last downturn, and scaling up.   Announcement: Download Our Sample Deal and Join Our Mailing List   CPA to Investor 00:00 CPA to investor; 03:33 Finding your why to get into real estate investing; 08:40 Solid investments in early deals; 13:12 Lessons learned from the last downturn; 17:13 Scaling up; 24:18 Round of insights;   Apparent Failure: 2018 financial crisis Digital Resource: Microsoft Teams Most Recommended Book: Traction Daily Habit: Having an early coffee with his wife #1 Insight for Commercial Real Estate Investing: Team up with someone that has done it before. Best Place to Grab a Bite to Eat: Las Tojas    Contact Stewart: To learn more go to harvardgracecapital.com. You can also find Stewart on LinkedIn.    Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW,  and be sure to hit that subscribe button so you do not miss an episode.

Today, my guest is Stuart Heath. Stuart is the founder and CEO of Harvard Grace Capital, a private equity real estate investment firm that helps people build wealth faster through hands-off real estate investing, generates passive income, reduces risk, and maximizes tax efficiencies. And just a minute, we're going to speak with Stuart about the hidden mistakes to avoid and key criteria to look for when evaluating potential passive property investing opportunities.

J Darrin Gross I'd like to ask you, Stewart Heath, what is the Biggest Risk?   Stewart Heath   I am willing, and I will dive into the pool. I think it's a brilliant question. To me, the biggest risk is tenant selection. It's not an insurable risk. You know, I do live in Tornado Alley. So you know, severe weather can be a risk but you can insure around that the biggest risk is essentially the income from the property. And the income from the property comes from tenants. And it is a professional, I think it's a professional expertise that is developed to be able to underwrite a new tenant for a lease. It's not just the first person that called and say, and is willing to pay you the deposit. And I use that example, because I've made that mistake before. But if you will take, you know, an hour's worth of due diligence, either residentially or even commercially, and check into them yet third party reports, and do reasonable and customary means of verifying what what the tenant is telling you. And yet, then, then you will most of the time, select a proper tenant. If you don't do that homework, your property will have income problems. And so what is a bad tenant? Well, number one is bad tenant that doesn't pay. That's one. But part and parcel with that is people who don't pay usually bring other kinds of people to your property, whether it be multifamily, whether it be to your commercial office, your storage space, whatever, I have seen this over and over and over again, which actually begins to make other tenants feel uncomfortable. And so now your problem is a lot worse than just the one guy who's not paying. And it was also easily headed off. By doing some basic due diligence on the front end, that's the biggest risk I have in what we do. There are obviously other kinds of risks slip and fall risks, and we get sued by somebody whose coffee was too hot or whatnot. And, again, that's insurable risk, we carry general liability as well as property coverage and, and on most of our properties. Like, we also get business interruption insurance, or, like, if a tornado takes out a lot of our storage buildings will, you know, we're, we're not only going to get repaid to have that rebuilt, but we will get income that we're missing from those units that were that the tenants can't use. So, but the biggest risk is the one that's not insurable. And that, to me comes down to tenant selection.  

In this captivating episode of the Super Entrepreneurs Podcast. Brace yourself for an extraordinary journey into the world of real estate investing, as Stewart unveils the strategy that has propelled him to remarkable success.   Gain exclusive insights from an industry veteran who has mastered the art of thriving in the competitive real estate landscape.     Who Is Stewart Heath? Stewart Heath, CPA, is a seasoned business executive and the CEO of Harvard Grace Corporation and Harvard Grace Capital. With an extensive background in finance and operations, Stewart has held leadership roles across various industries, including retail, real estate, manufacturing, corporate services, entertainment, and digital media. How is Stewart Heath Super? Stewart Heath can spot a bad deal a mile away, the same goes for a good deal. Put shortly, he's always in for a good deal and that's what makes him successful.   Shahid's Key Insight Shahid's key insight from this episode is to learn about a business very well by engaging in it. The only way to make yourself successful is by engaging in what you're passionate about.   Chapter Stamps:   00:00 Introductions: Who is Stewart Heath and what does he do? 02:19 Why Huntsville, Alabama is a great place for real estate investment 04:46 The kinds of investments that interest Stewart Heath 06:40 What makes real estate investment so amazing 09:36 Stewart Heath's property management company 14:11 A deal with Stewart Heath (Are you interested?) 15:29 Change in the market with the recession 18:24 Don't do boring deals 20:09 Stewart Heath's Innermost superpower: Ability to push a bad deal very quickly 21:20 Do you have a good deal for Stewart Heath? 22:13 Final Words     Pullout quotes: “...So financially I really kind of got into the whole math of it all. I like real estate. The math Is easy. Okay, I'm going to rent this for this and I've basically got four expenses, you know, taxes, insurance, management and repairs, and make it, and those are generally pretty controllable and it's just the whole thing comes down to picking the right tenant when it comes down to income.” “in all honesty, I, I have an inability to sort of sum up and analyze a deal in a very quick basis. Now that doesn't mean that, And that's so I can push away a bad deal fairly quickly”       Socials: Harvard Grace: https://harvardgracecapital.com/contact/ LinkedIn: https://www.linkedin.com/in/stewartoheath/     ----more---- Notice to the Super Entrepreneurs community: I invite you to join my webinar on how to scale your business and improve the quality of your life, without constantly chasing strategies and feeling stuck. If you feel like you need to progress, this webinar might just give you the direction you may need. Free Webinar

In today's commercial real estate landscape, office assets in central business districts are struggling. The disruption of remote work vs. the desire to occupy office space has stressed may owners into foreclosure. However, not all office assets are in distress. In today's episode, Stewart Heath shares his journey in real estate and why he's investing in suburban office today. Stewart has an accounting background and his experience includes commercial and multifamily development and construction management. In this episode, we discussed… The biggest lesson he learned after the 2008 financial crash The importance of sticking to the fundamental of real estate investing Opportunities for discounts in commercial real estate today Why he's investing in suburban office LinkedIn Profile link: https://www.linkedin.com/in/stewartoheath/ Company Website link: Home Interested in investing in commercial real estate opportunities? Join our investor group here Check out our FREE multifamily due diligence checklist to avoid costly mistakes. Click here to download the checklist. Check out our FREE Syndication Guide For Passive Investors to learn everything you know need to know BEFORE you passively invest in real estate. Click here to download the guide.

Welcome to the Managing CRE Risk podcast with Jeremy Goodrich. Join us in this episode as we chat with Stewart Heath, the CEO of Harvard Grace Capital and a seasoned commercial investor. Discover valuable insights on investing in customer-facing offices, creating an effective proforma, and managing risks through property management.  Learn more about Stewart and his story at shineinsurance.com/managing-commercial-real-estate-risk! “We have a hard line that we're going to maintain 6 months of reserves in our syndications.”   01:46 Stewart initially ran his own CPA practice and witnessed the success of his real estate clients. Inspired, he started investing in duplexes and condos too, and eventually had almost 200 residential properties in his portfolio. Unfortunately, during the 2007-08 financial crisis, he lost a large portion of his portfolio.   When Stewart started over, he decided to invest in retail properties instead of residential ones. His advice for anyone starting a business is to include six months' worth of operating expenses as reserves in their business plan. This way, even if the business experiences high vacancies or low profits, it can still survive for a year. “We do the property management ourselves. It is the only way that I can guarantee that I'm delivering on the proforma as much as possible.”   09:56 Stewart mainly invests in Alabama and Tennessee. He prefers investing in stabilized properties and avoids multifamily investments. His preferred asset class is customer-facing suburban offices.   To manage real estate risk, Stewart emphasizes the importance of property management. The tenant selection process is a crucial factor that can make or break a property's success.   Aside from his primary investments, Stewart also invests in self-storage, which is a profitable asset class and has a strong correlation with multifamily. About our guest, Stewart Heath Heath 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. Mentioned in the show: https://www.harvardgrace.com/ His LinkedIn Shineinsurance.com www.shineinsurance.com/managing-commercial-real-estate-risk Jeremy's LinkedIn Need an instant insurance ballpark for your next Multifamily deal?! Answer 9 simple questions and we'll give you a sense of what insurance should be. Visit us here for everything you need to know: https://www.shineinsurance.com/ballpark/    Special thanks to Stewart Heath for taking the time to share so many great insights with us   If you enjoyed this podcast, there's a couple of things we need you to do right now:  ·   SUBSCRIBE to Managing Commercial Real Estate Risk on Apple Podcast, Spotify, or wherever you listen to podcasts  ·   While you there, please RATE & REVIEW the show  ·   SHARE with friends ·   Finally, please, JOIN the Managing Commercial Real Estate Risk Facebook Group Then, please share the show with whoever you think it will inspire. Until the next time, We truly appreciate you listening. Need the CRE Insurance Guy? More great stories & information at: Youtube – Blog – Podcast If you enjoyed this episode, then you'll love these ones: Flipping Resorts, With Josh McCallen 112: Quadrant Of Risk 130: How To Find Undervalued Markets, With Stefan Tsvetkov  

Market diversification is one thing that's always emphasized in investing circles. But there are those who dare to concentrate on a particular market and have grown their businesses to success.In this episode, Harvard Grace Corporation CEO Stewart Heath explains to us why his hyper-focused property investing strategy has worked for him. Life Bridge Capital's Whitney Sewell gets to know more of this industry veteran in this new episode. Key Points From This Episode: How did he start in real estate investing?How has the property industry changed through the years?Why is he committed these days to syndications?Why did he decide to be hyper-focused on a particular market?What is his philosophy behind focusing on one asset class?What are some factors that he thinks can break a deal for him?How should investors calculate the amount of reserves that they need to have?What is his best source for meeting new investors today?How does he give back to the community? Tweetables: “So these days, I do syndications, not only to give other people opportunities to get into real estate deals. But it's also risk diversification.”“We make sure that there are plenty of reserves in all of our deals from the get-go.”“And because you don't know what's going to happen, I've also focused completely on cash flowing properties.”“That's what investing is about. It's about recurring cash flow.”“Hyper-focus is really for me, I'm not saying that I will never do anything. In other markets, the Tennessee Valley is fairly target rich, and I like to be one hour away from our deals.”“We manage our properties, we do the property management. I think the property management model is broken. And so we sort of do that.""We take a customary fee for that, but trust me, we're losing our shirts doing that. But to me, it is so important to do the boots on the ground management to deliver on the proforma that has been sold to the investors.”“The model is broken, where you can't really hire top notch people without them basically taking on more than they can handle and make that make that a business itself.”“Self-storage is a great way to play the multifamily movement.”“We feel like being an expert in the community makes it not so necessary for us to focus on asset class expertise if there is such a thing as asset class expertise.”“If we can deliver our investors a reasonable return and still have a 1.2X debt service coverage to us, that's a good deal.”Link Mentioned in Today's Episode:Harvard Grace CapitalHarvard Grace AdvisorsStewart Heath on LinkedInEmail Stewart HeathAbout Stewart HeathStewart Heath, CPA is the CEO of Harvard Grace Corporation and Harvard Grace Capital. He previously held positions as COO and CFO for companies in retail, real estate, manufacturing, corporate services, entertainment, and digital media. In 2016, he was recognized as a finalist for the Nashville Business Journal's CFO Awards.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 also  sits on several boards, including Winsome Truth, The Shepherd's Call, and Second Chance Sober Living.

Like any other job, working in real estate requires a lot of knowledge to guide you through the process. Stewart Heath is the CEO of Harvard Grace Capital. He is also an entrepreneur with more than 30 years of experience. Stewart's mission is to the partnership with professionals who want to generate passive income through real estate investing. In this episode, Stewart will share his business experience during the challenging crisis of 2008 and the lessons he learned from that time. Furthermore, he will discuss what inspired him to start his company and its focus.   HIGHLIGHTS FROM THE EPISODE 1. Stewart's journey into real estate 00:00 - 5:46 2. Portfolio in times of crisis 5:46 - 8:40 3. Lessons from the crisis 8:40 - 12:40 4. Current situation vs. the 2008 crisis 12:40 - 16:26 5. Reasons for founding the firm 16:26 - 19:42 6. Tennessee Valley 19:42 - 23:53 7. Company focus for 2023 23:53 - 24:54 8. Ways to contact Stewart 24:54 - 25:50   CONNECT WITH THE GUEST LinkedIn- https://www.linkedin.com/in/stewartoheath/ Website- https://www.harvardgrace.com/   CONNECT WITH THE HOST Website- https://upstreaminvestor.com/ Facebook- https://www.facebook.com/TwoSmartAssets/ Instagram- https://www.instagram.com/upstreaminvestor/ Twitter- https://twitter.com/twosmartassets LinkedIn- https://www.linkedin.com/company/two-smart-assets/ -------------------------------------------------------------------------------------------------------------------------- Listen, like, subscribe, and comment!

✨Join with us today is Stewart Heath, the Founder and CEO of Harvard Grace Capital, a private equity real estate investment firm that helps people build wealth faster through hands-off real estate investing that generates passive income, reduces risks, maximizes tax efficiencies.    In 2016, Heath was recognized as a finalist for the Nashville Business Journal's CFO Awards.    Connect with Steward: https://www.linkedin.com/in/stewartoheath/   Website: https://www.harvardgracecapital.com/   Watch More: https://youtu.be/Q2ncvGi6kyo Connect with me: https://brickeninvestmentgroup.com/   I love helping others place money outside of traditional investments that both diversify a strategy and provide solid predictable returns.    #commercialrealestate #realestate #brickeninvestmentgroup #realestateinvestment #realestatetips #syndication #buildwealth #propertyinvestments

Host: Casey SilveriaHello everyone and welcome back to the Farming for Passive Income show where we strive to educate the agricultural community on how to create alternative income streams and diversification through commercial real estate private equity.We are joined today by Stewart HeathStewart Heath is a passionate entrepreneur and leader with over 35 years of experience implementing efficient operations to transform organizations with a path to profitability.He found an interest in his career at an early age while watching his CPA father produce business success for clients. Stewart is CEO of Harvard Grace Capital and real estate syndicator. His firm focuses on Office, Retail, and Self-storageConnect with Stewart!https://www.harvardgrace.com/https://calendly.com/sheath-harvardgraceConnect with Farmers Capital Group: https://farmerscapitalgroup.com/Invest with us: https://farmerscapitalgroup.com/join/LinkedIn: https://www.linkedin.comYouTube: https://www.youtube.comShow notes:01:30 Stewart's background, his company, and how he got into CRE06:49 HIs first deal and the succeeding ones09:45 Capital rate explanation and calculation15:25 Takeaways from his 10 to -5 in 90 Days story24:17 Reassessment of Property Taxes25:35 His Strategy on Sale and Refinances28:00 Appreciation on shorter term holds versus longer term holds30:15 Process of Investing through IRAs36:30 Wrap up

What does it mean when someone says:"This is an alternative investment?". Like most answers from an Accountant or Lawyer..." IT DEPENDS"... There are many ways to look at investment options, so we sat down with a serial entrepreneur and knowledgable investor Stewart Heath,CPA to discuss investments and options, that he is familiar with.Check out the full interview at the businesstalklibrary.com/interviews. #businesstalklibrary #accounting #finance #businesscontent #content

Stewart Heath is a passionate entrepreneur and leader with over 35 years of experience transforming organizations into efficient operations with a path to profitability. He found an interest in his career at an early age while watching his CPA father produce business success for clients. He graduated from Auburn University and held several C-level positions. In 2011 he founded Harvard Grace Corporation, where he and his team provide services to businesses, specializing in financial and operational fractional missions at C-Level Engagements. Stewart has also been a real estate investor for more than 20 years and his experience includes commercial and multifamily development, construction management, and investing. He brings the wisdom he gained to the syndicated offerings brought to market by the Harvard Grace Corporation. Check out this episode to learn more about: How did Stewart start in real estate? What made Stewart decide to focus on the commercial real state from residentials? How do corporate work and CPA practice help Stewart to run his real estate business? How does Carleton Sheets Real Estate Course inspire Stewart to start his first real estate deal? How to buy real estate with no money down? Importance of understanding the key factors that drive the real estate market. Learning about the local market and other parameters before purchasing/investing in properties. The benefits of investing in commercial and office space in Nashville and other suburban areas. What does “840/565 Corridor” refers to? The importance of cash reserve and value of equity. Stewart's faith-driven journey in real estate. Key Quotes: “Whenever there's an activity, there's an opportunity.” Stewart Heath To connect with Stewart Heath please visit: ➡️Company Website:

Commercial real estate is a lot less straightforward than buying a house. In this Action Items episode, Stewart Heath shares tips on how you can take the first step on your commercial real estate investing journey and how, most of the time, it all comes down to following your intuition. Stewart Heath, CPA and his team at Harvard Grace Corporation and Harvard Grace Capital provide administrative and financial services to businesses and real estate projects. Stewart also sits on several boards, including Winsome Truth, The Shepherd's Call, and Second Chance Sober Living. In 2016, he was recognized as a finalist for the Nashville Business Journal's CFO Awards. Currently, he also holds several fractional CFO positions. [00:01 – 08:18] Finding the Right People Partner with someone who has more experience Look for a mentor within your close networks Surround yourself with people who are successful in real estate Here's a red flag you should avoid Shadow people who know what they are doing [04:41 – 12:27] The More You Do it, The Better You Get Always go after cash flow Use metrics to direct your due diligence efforts Spend time talking to lenders and other people in the business [12:28 – 13:36] Closing Segment Connect with Stewart! Tweetable Quotes: “Target people that you know for a fact have been successful, not people that appear to be successful.”  - Stewart Heath “You should be willing to take a little less return with somebody who's a little more tried and true until you understand exactly what's going on.” - Stewart Heath “Trust your gut. You're probably smarter than you think you are. You just might not be as familiar with the lingo as other people who are in the industry.” - Stewart Heath ---------------- Socials and Links Connect with Stewart on https://www.linkedin.com/in/stewartoheath (Linkedin)! Check out https://www.harvardgrace.com/ (Harvard Grace Corporation) and https://www.harvardgracecapital.com/ (Harvard Grace Capital )on their website and book an appointment at https://calendly.com/sheath-harvardgrace (Calendly)! Be sure to check out https://www.passiveinvesting.com/strategy/ (PassiveInvesting.com) to learn how to build wealth through real estate! LEAVE A RATING AND REVIEW + help someone learn how to start their investing career by sharing this episode or click https://www.inrhythmmultifamily.com/podcast-1 (here) to listen to our previous episodes. Get IN RHYTHM and follow The Multifamily Artists Podcast on https://podcasts.apple.com/us/podcast/the-multifamily-artists-podcast/id1550233740 (Apple Podcasts), https://www.audible.com/pd/The-Multifamily-Artists-Podcast-Podcast/B08K56K6JB (Audible), and https://the-multifamily-artists.captivate.fm/ (Captivate) Visit our https://www.inrhythmmultifamily.com/ (website) to learn more about me and IN RHYTHM Follow me on https://www.instagram.com/taylor_cu/?hl=en (Instagram), https://www.facebook.com/taylor.cu (Facebook), and https://www.linkedin.com/in/taylorcu/ (Linkedin).

In this Story episode, we sit down with Stewart Heath, CEO of Harvard Grace Corporation and Harvard Grace Capital. He talks about starting out as an accountant before getting into the real estate game. Through his 30+ years of being an entrepreneur, he has learned to combine good advice, gut instincts, of course, math to make sound decisions in business. Stewart has done residential deals but is now focused on commercial properties and other assets. He also discusses the market conditions in Tennessee and Alabama, and how to find deals in those areas. Join us and listen in! Stewart Heath, CPA and his team provide administrative and financial services to businesses and real estate projects. Stewart also sits on several boards, including Winsome Truth, The Shepherd's Call, and Second Chance Sober Living. In 2016, he was recognized as a finalist for the Nashville Business Journal's CFO Awards. Currently, he also holds several fractional CFO positions. [00:01 – 09:11] Real Estate is Mostly Math Finding inspiration from an infomercial and buying his first property How his background as a numbers guy comes into play in business The importance of cashflow [00:01 – 09:11] Following Advice and Intuition Finding inspiration from an infomercial and buying his first property How his background as a numbers guy comes into play in business The importance of cash flow [09:12 – 19:38] Transitioning from Residential to Commercial and Other Ventures Why he's not focusing on residential assets anymore Purchasing an office building off-market The importance of location and its potential to attract businesses and jobs [19:39 – 24:29] Knowing Your Market The value of tertiary markets Real estate is local Looking for niche opportunities [24:30 – 28:26] Closing Segment What is next for Stewart and Harvard Grace Capital? Connect with Stewart! Tweetable Quotes: “You just work the numbers. It's not hard. I mean, there's a lot of more complex ways to make money. And if it cash flows by it, and then wait, because most of the time real estate increases in value, and you go forward from there.” - Stewart Heath “ You need to know what you like and what you're capable of. You don't want your investment to start making you miserable.” - Stewart Heath ---------------- Socials and Links Connect with Stewart on https://www.linkedin.com/in/stewartoheath (Linkedin)! Check out https://www.harvardgrace.com/ (Harvard Grace Corporation) and https://www.harvardgracecapital.com/ (Harvard Grace Capital )on their website and book an appointment at https://calendly.com/sheath-harvardgrace (Calendly)! Be sure to check out https://www.passiveinvesting.com/strategy/ (PassiveInvesting.com) to learn how to build wealth through real estate! LEAVE A RATING AND REVIEW + help someone learn how to start their investing career by sharing this episode or click https://www.inrhythmmultifamily.com/podcast-1 (here) to listen to our previous episodes. Get IN RHYTHM and follow The Multifamily Artists Podcast on https://podcasts.apple.com/us/podcast/the-multifamily-artists-podcast/id1550233740 (Apple Podcasts), https://www.audible.com/pd/The-Multifamily-Artists-Podcast-Podcast/B08K56K6JB (Audible), and https://the-multifamily-artists.captivate.fm/ (Captivate) Visit our https://www.inrhythmmultifamily.com/ (website) to learn more about me and IN RHYTHM Follow me on https://www.instagram.com/taylor_cu/?hl=en (Instagram), https://www.facebook.com/taylor.cu (Facebook), and https://www.linkedin.com/in/taylorcu/ (Linkedin).

Learning from his past mistakes and applying what he's learned to further his objectives is what helped Stewart Heath, a passionate entrepreneur, and leader with over 35 years of experience transforming organizations into efficient operations with a path to profitability achieved his success today.  Stewart  found interest in his career at an early age while watching his CPA father produce business success for clients. In 1985, Heath graduated from Auburn University with a degree in Accounting. Since then, he has held multiple C-Level positions. In 2011, Stewart Heath founded Harvard Grace Corporation where he and his team provide business advisory services specializing in financial and operational fractional C-Level engagements. Heath has been a real estate investor for more than 20 years. His experience includes commercial and multi-family development, construction, management, and investing. Heath learned many lessons on the best practices of holding and operating real estate during the financial crisis of the last decade. He now brings the wisdom he gained to the syndicated offerings brought to market by Harvard Grace Capital. Heath is also known for giving back to the community throughout his career. He currently serves on the board of Freedom Business Alliance, an organization focused on stopping human trafficking. Previously, he served on the board for New Hope Academy in Franklin, Tennessee, a school focused on racial reconciliation. In a previous role, he met staff members' needs by providing homework sessions and career guidance to mothers who were working full-time and enrolled in classes to build a better future. Stewart Heath welcomes opportunities to share his story and is always looking for more ways to give back to the community. [00:01 - 06:30] Opening Segment Welcoming Stewart to the show The careers most CPAs take: Corporate world and entrepreneurship [06:36 - 33:43]  The Path to Success Is Not Always Easy The Fractional CFO Model: Why it's popular and why it works Stewart's forecast on the industry five to ten years from now How Stewart got into real estate investing Real Estate Investing during the Great Recession and how it is similar to the present situation Stewart reflects on his past financial mistakes and how they have influenced how he invests now Stewart on where he looks for possibilities, what he considers opportunities, and what to stay away from [34:00 - 36:35] Wrapping Up! Connect with Stewart on the links below to know more about the factional CFO and real estate investment opportunities! Key Quotes “What I've learned during COVID is if you can just survive for 12 months, things will probably turn. But you can't buy that time with nothing. You need liquidity.”  - Brian Adams ------------------------------------------------------------------------------------------ Connect with Stewart:  Website: www.harvardgracecapital.com Calendly: https://calendly.com/sheath-harvardgrace Facebook/Twitter/Instagram/LinkedIn - @harvardgracecorporation Connect with me: https://www.linkedin.com/in/brian-c-adams/ (LinkedIn) LIKE, SUBSCRIBE, AND LEAVE US  A REVIEW on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in and Stay Tuned for the Next Episode COMING SOON!

Welcome to another episode of Freedom Investor Radio! Joining us in conversation today is Stewart Heath with Harvard Grace Corporation. Tune in to hear the story of how he fell in love with the world of real estate and investment, and how being the CPA who never thought anything would go wrong threw a spanner in the works for him. Stewart describes real estate as the method that enables middle class people to become high net worth people and gives us an overview of the last twenty years in the real estate investment space, before introducing listeners to an asset class with an upswing guaranteed to surprise you. He offers his wisdom to those looking to move from W2 income to entrepreneurship and real estate, and points listeners in the direction of resources to get educated and make better investment choices. Thanks for tuning in! Key Points From This Episode:An introduction to today's guest, Stewart Heath.The story of how Stewart fell in love with the world of real estate and investment.How being the CPA who never thought anything would go wrong was damaging.The Real Estate recession that happened in 1978 and how it influenced Stewart.How he overcame the mental barriers barring him from re-entering real estate. Why real estate enables middle class people to become high net worth people.An overview of the real estate climate from the early 2000s to today. An asset class with a surprise upswing: suburban office.What he would tell somebody to educate them on the benefits of office syndication investment.The climate in Tennessee at the moment.Partway Partners: the deal he recently closed.How Harvard Grace differs from its competitors.Advice Stewart would give to those looking to replace W2 income with real estate.Why you should read Rich Dad, Poor Dad.Links Mentioned in Today's Episode:Stewart Heath on LinkedInHarvard Grace CorporationRich Dad Poor Dad To learn about syndications and how passively investing in one can help you gain freedom and control over your life, visit:www.passiveCREprofits.com

The Investor Relations Real Estate Podcast Episode 4 - Real Estate Became The Bad Guy Host: Jonny Cattani Guest: Stewart Heath Producer: April MunsonJonny Cattani is joined by Stewart Heath to discuss: Becoming a landlord Having a financial structure Real estate is the way that the average person can build wealth in this world Losing everything and going back to a W2 job It's fun to move fast but you're risking yourself Knowing how the market works in your area Where the investor base comes from A Freedom Business Get in the game to grow wealth Embracing coaching early on in your career Current effect of fuel prices in our economy with respect to supply and demandHeath has been a real estate investor for more than 20 years. His experience includes commercial and multi-family development, construction, management and investing. Heath learned many lessons on the best practices of holding and operating real estate during the financial crisis of the last decade. He now brings the wisdom he gained to the syndicated offerings brought to market by Harvard Grace Capital. Heath is also known for giving back to the community throughout his career. He currently serves on the board of Freedom Business Alliance, an organization focused on stopping human trafficking. Previously, he served on the board for New Hope Academy in Franklin, Tennessee, a school focused on racial reconciliation. In a previous role, he met staff members' needs by providing homework sessions and career guidance to mothers who were working full-time and enrolled in classes to build a better future. Linked material referenced during the podcast:Rich Dad Poor Dad - Robert Kiyosakihttps://www.amazon.com/Rich-Dad-Poor-Anniversary-Middle/dp/B07QPQ8WBL/ref=sr_1_1?crid=3H4YPBHGJSRVX&keywords=rich+dad+poor+dad&qid=1649378318&sprefix=rich+dad+%2Caps%2C123&sr=8-1Faith Driven Entrepreneur - Henry Kaestner https://www.amazon.com/Faith-Driven-Entrepreneur-Purpose-God-Given/dp/B0973M11SB/ref=sr_1_1?crid=138RCW8OHFCRV&keywords=faith+driven+entrepreneur+book&qid=1649378486&sprefix=faith+driven%2Caps%2C92&sr=8-1Connect with Stewart!Website: https://www.harvardgracecapital.com/Email:  stewart.heath@harvardgrace.comLinkedIn - https://www.linkedin.com/in/stewartoheath/Connect with Jonny!Cattani Capital Group: https://cattanicapitalgroup.com/Invest with us: invest@cattanicapitalgroup.comLinkedIn: https://www.linkedin.com/in/jonathan-cattani-53159b179/Instagram: https://www.instagram.com/jonnycattani/

In this episode, Wayne talks to Stewart Heath, Chairman and CEO of Harvard Grace Capital (HGC), which provides fractional C-level executive services to clients as well as general business consulting. Stewart sits on several boards, including HGC, Winsome Truth, The Shepherd’s Call, and Second Chance Sober Living. Also, he holds several fractional CFO positions. Previously, Stewart 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. Stewart also holds a bachelor’s degree in Business Administration from Auburn University. Topics on Today’s Episode: Inheritance: How and when Stewart became interested in real estate, long-term assets Carleton Sheets: Who inspired Stewart to transition from taxes to real estate investing Lessons Learned: Financial crisis, pandemic changed view on value of equity/reserves 840/565 Corridor: Stewart chooses market based on competition, growth, and familiarity Inflation and Interest Rates: What to expect and how they will impact real estate Real Estate Cycle: Consumer demand, labor shortages dictate where businesses locate Real Estate Metrics: Stewart recommends various resources to research interest rates Financial/Tax Strategies: Use retirement accounts, credit unions for better terms/deals

#025 - Housing Economy, Inflation, Interest Rates with CPA Stewart HeathConnect with Stewart Heath at: https://www.harvardgrace.com/https://www.linkedin.com/in/stewartoheath/Call in Your Real Estate QuestionsAsk any real estate related questions on my audio voice message hotline.Call 678-288-4181 and voice your question.I'll answer it on a future podcast episode.Subscribe to the Agent On Duty PodcastPlease subscribe to this podcast.Access the Agent On Duty podcast blog show notes to all episodes:https://www.innovativeproperties.com/podcast/Support the show - Buy me a coffee.https://www.buymeacoffee.com/johnmarionInnovative Properties Group is a real estate agent team with RE/MAX Town & Country in Canton, GA.102 Overlook Cir, Suite ACanton, GA 30115404-410-2927

On this episode of TGIF with Courtney, host Courtney Stone connects with special guest Stewart Heath of Harvard Grace Capital to discuss how he has curated a work-life balance, or rather counterbalance, throughout his career.Join the Facebook Group: https://www.facebook.com/groups/tgifw...Connect with  Lou O'Connor: https://www.linkedin.com/in/stewartoheath/Support the show (https://www.patreon.com/dreamchasers_ix)

Today, Stewart Heath joins us to talk about how he rebuilt his real estate portfolio from a financial loss and reversed his net worth in a short amount of time. Dive into this episode to uncover the hidden strategies!Key Takeaways To Listen ForWhat kind of protection do financial reserves provide?Internal Rate Return (IRR): What it is and when to useThe importance of capital structure in real estate investingWhy real estate is the best asset class to leverage debtRisks and benefits of bidding above asking priceIs Nashville a good market for commercial office spaces?Resources Mentioned In This EpisodeFree Apartment Syndication Due Diligence Checklist for Passive InvestorAbout Stewart Heath Stewart Health is an entrepreneur that enjoys working with others to solve problems. He was involved in many aspects of the company, from marketing to technology. He recognized the importance of good business and efficient operations, and always looking for new business opportunities, speaking engagements, and ways to serve the community. His favorite topics to discuss include the importance of adequate capitalization and the identification of key performance indicators (KPIs) for managing any organization.Connect with Stewart Website: Harvard Grace CorporationLinkedIn: Stewart HeathTo Connect With UsPlease visit our website: www.bonavestcapital.com and please click here, to leave a rating and review!SponsorThinking About Creating and Growing Your Own Podcast But Not Sure Where To Start?Visit GrowYourShow.com and Schedule a call with Adam A. Adams

Adam Carswell brings on special guest Stewart Heath, CEO & Founder of Harvard Grace Capital, to discuss the growth and popularity of Tennessee. In this episode, Stewart talks about:Why people and businesses continue to  move to Tennessee cities The benefits of the news changes in Tennessee's income tax policyAdvantages of Huntsville, AL, for business and personal lifeReal estate investment opportunities around Nashville, TNPodcasting as the new way to disseminate and receive information  Adam would like to give a huge thanks to Stewart for coming on the Dream Chasers platform and sharing his knowledge and experience with Tennessee life. Contact Stewart Heath: https://www.linkedin.com/in/stewartoheath/  Episode Resources: Adam J. Carswell Facebook Group | RaiseMasters | Harvard Grace Capital |  Timestamped Shownotes (Audio): 03:17 – Host Adam Carswell introduces special guest Stewart Heath, CEO & Founder of Harvard Grace Capital04:02 – How did Stewart connect with Adam and build his own business?09:06 – Is Stewart available to be a CFO for other companies?11:00 – What is so compelling about Tennessee that continues to bring people into the state?12:03 – What part of Tennessee is the most popular to move to and do business in?14:52 – How are other Tennessee cities growing compared with Nashville?15:56 – What major programs attract people to Nashville?16:57 – How are Tennessee's college and national football leagues fairing?19:50 – What change was recently made to income tax collection in Tennessee?21:47 – How can investors structure their investments in Tennessee to make them tax-efficient?23:05 – What are the gun laws in Tennessee?25:12 – What is a great city to invest in for real estate near Nashville?27:35 – What are some great features of the city of Huntsville?31:22 – What real estate opportunities lie above and around Nashville?32:48 – What location strategy does Stewart use for his company?34:36 – How is podcasting becoming the new way to consume news and information? 37:52 – What projects is Harvard Grace Capital working on right now?40:18 – Why is Stewart's company focusing on an office deal for their most recent raise? Sponsored by:  RaiseMasters, the #1 Mastermind for Elite Capital Raisers - Join our FREE Training now!Support the show (https://www.patreon.com/dreamchasers_ix)Support the show (https://www.patreon.com/dreamchasers_ix)