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Investments that return.

Heritage Partners is a Leading Real Estate Investment Firm

At Heritage Partners, we’re committed to raising the bar in commercial real estate investing. With our experienced team, we stay attuned to changing market dynamics, enabling us to make strategic investments that maximize profits for our valued partners. We emphasize transparent, integrity-driven partnerships that deliver exceptional value and opportunities, propelling us to redefine industry standards and setting us apart in the realm of commercial real estate investing.



Monahans, TX


Units: 48

Target IRR: 27.56%

Target Equity Multiple 2.75x

Cash on Cash 12%

Status: SOLD


Salt Lake City, UT


Units: 17

IRR: 50%

Equity Multiple 1.85x

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Say hello to your team

Click an image to learn more about the team behind Heritage Partners. Uncover their stories, expertise, and the collective journey that brings Heritage Partners to life.

Phil Bernhisel


Phil Bernhisel is responsible for all aspects of the Company’s investment activity including acquisition underwriting, due diligence, financing and dispositions. Since founding Heritage Partners, Philip has developed a history of acquiring, developing, operating and selling multifamily, hospitality and work-force housing assets across Utah and Texas. He is well versed and experienced in entitlements and has managed the ground-up development of over 140 hospitality units. Prior, Philip worked for Deloitte and Touche in Los Angeles advising large real estate developers such as Macerich and investment advisors like TCW. In San Francisco Philip served as an associate for Barry Slatt Mortgage and oversaw the placement of $500 million in commercial real estate debt. Philip graduated from the University of Southern California with a B.S. in Accounting.

Patrick Griffith


Patrick Griffith is a founding member of Heritage Partners LLC, he is responsible for Acquisitions, Development, and Originations.

Patrick's journey in the financial sector began in 2019 when he joined Altabank. As a key member of the team, he skillfully managed and supervised a pipeline of investment transactions. His dedication and proficiency led to the successful closure of an average of 40 investment transactions each month and maintained great working relationships with his investment partners.

In 2020, Patrick's team transitioned to First Colony Mortgage. Here, he exhibited exceptional financial acumen by providing invaluable advice to countless clients on matters ranging from financial planning and tax strategy to asset management and pre-qualification. His contributions played a pivotal role in facilitating smooth originations for clients, ultimately aiding them in achieving their investment goals.

With a growing passion for Commercial Real Estate, Patrick has shifted his focus to further enhance his expertise in this dynamic field. His knack for strategic thinking and comprehensive understanding of the industry makes him a sought-after expert in this domain.

Beyond his professional endeavors, Patrick leads a fulfilling life outside of work. He loves spending time with his wife, Jessie, and two kids, Jack and Stevie. He indulges his love for culinary arts by experimenting with cooking, while also finding solace and adventure in activities like golf and rock climbing. His hands-on approach extends to building cars and jeeps, showcasing his affinity for craftsmanship and engineering. Patrick also finds relaxation and wonder in nurturing his saltwater reef aquarium.

Patrick Griffith's journey is a testament to his unwavering commitment to excellence in investment lending and real estate. His multifaceted skills and passion for both his profession and personal interests make him a well-rounded and respected individual in his field.

Tom Callister

Real Estate Acquistions

Tom Callister is a seasoned professional in the real estate industry, currently serving as the Real Estate Acquisitions Manager at Heritage Partners, LLC. With a passion for innovative property development and a keen eye for emerging market trends, Tom plays a pivotal role in driving the success of Heritage Partners' unique focus on tiny home communities.

Drawing on his extensive background in real estate acquisitions, Tom possesses a comprehensive understanding of the intricate processes involved in identifying, evaluating, and acquiring properties with exceptional potential. His adept negotiation skills and strategic vision have consistently positioned Heritage Partners at the forefront of the evolving real estate landscape.

Tom's dedication to fostering sustainable and community-oriented living solutions aligns perfectly with Heritage Partners' commitment to creating vibrant, inclusive tiny home communities. His ability to combine financial acumen with a deep appreciation for design and functionality ensures that each project undertaken by Heritage Partners not only meets but exceeds the expectations of residents and stakeholders alike.

Prior to joining Heritage Partners, Tom excelled in various roles within the real estate sector, honing his expertise in property valuation, due diligence, and investment analysis. His track record of successful ventures is a testament to his unwavering dedication to achieving both short-term objectives and long-term value for investors and residents.

Outside of his professional pursuits, Tom is an advocate for sustainable development and is actively involved in community initiatives that promote responsible land use and innovative housing solutions. He believes that the fusion of environmentally conscious practices and thoughtful design is crucial for creating spaces that not only elevate lifestyles but also contribute positively to the surrounding environment.

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120 E St George Blvd
St. George, UT 84770

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