SEC Disclosures & Compliance
Important regulatory disclosures and compliance information. Please read carefully before making any investment decisions.
Statements on this page regarding projected returns, capital targets, investor participation estimates, and portfolio valuations are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 (15 U.S.C. § 78u-5). They are subject to risks and uncertainties and do not constitute an offer to sell or solicitation to purchase securities in any jurisdiction. The Community REIT™ is a development-stage enterprise. All projections are hypothetical and based on internal modeling assumptions. Actual results may differ materially from those projected. Please review all offering documents carefully and consult your financial advisor before making any investment decision.
The Community REIT™ is a development-stage enterprise in active formation. All content, projections, and capital structure references on this platform reflect the current state of an enterprise in forward motion — not a static offering of completed assets.
This legal framework, authored by Juan S. Reid as Founder & Proxy on March 20, 2026, establishes the governing interpretive document for all representations on this platform and all materials derived therefrom.
The Community REIT™ is a development-stage structure in active formation. No representation constitutes a guarantee of future performance, a completed transaction, or a final regulatory filing. Statements are accurate to the stage of development at which they are made.
All projections, pro forma financials, anticipated returns, capital raise targets, and investor participation estimates are expressly designated as forward-looking statements under the Private Securities Litigation Reform Act of 1995 (15 U.S.C. § 78u-5). They do not constitute an offer to sell or solicitation to purchase securities in any jurisdiction.
This platform reflects Phase I of a multi-phase capital formation process. As each stage of regulatory compliance and structural formation is completed — including the anticipated Reg A+ Tier 2 filing — the platform will be updated to reflect those completions with specificity. Earlier statements remain legally defensible as accurate representations of their publication date.
Heritage Holding LLC has engaged in active legal analysis under the Securities Act of 1933, the Securities Exchange Act of 1934, and applicable state blue sky laws. The enterprise has identified Regulation A+ Tier 2 as the governing offering framework and is proceeding through the required qualification process. No investor funds are solicited prior to completion.
All statements and projections on this platform were made in good faith, grounded in market data, feasibility analysis, and the progressive completion of legal and structural work. No statement was made with intent to deceive, mislead, or induce investment in violation of applicable law. Where development stages have not yet been completed, the platform communicates aspiration, intent, and directional progress. Regulatory integrity is the compound interest of institutional trust.
This letter constitutes a legal interpretive disclosure and does not constitute legal advice, a securities offering, or a guarantee of performance. All forward-looking statements are subject to the safe harbor provisions described herein.
Investment Company Act
The Community REIT™ operates as a Real Estate Investment Trust under Section 856 of the Internal Revenue Code. Exemption status under the Investment Company Act is subject to ongoing counsel review. Details available upon request.
Investment Risk Factors
Investing involves risk including possible loss of principal. Key risks: real estate market fluctuation, interest rate sensitivity, limited share liquidity, economic conditions, and regulatory changes to REIT qualification rules.
REIT Qualification
To maintain REIT status, The Community REIT must satisfy IRS tests: 75% real estate assets, 95% qualifying income, 90% taxable income distributed annually, 100+ shareholders, and no 5-shareholder concentration exceeding 50%.
Investment Disclosure
All investments involve risk and may result in partial or total loss of capital. This is suitable only for investors who can afford to lose their entire investment. Forward-looking statements involve risks and uncertainties — actual results may differ materially. The Community REIT undertakes no obligation to update these statements.
Offering Structure
The Community REIT™ is structuring its securities offering under Regulation A+ Tier 2, which permits raises up to $75M from both accredited and non-accredited investors, subject to SEC qualification. EDGAR CIK will be published here upon confirmation. All capital will flow through a FINRA-registered funding portal.