Heritage Real Estate & Management

Heritage Real Estate & Management manages commercial properties, rental homes, apartment buildings, and homeowner associations across Bakersfield and Kern County.

The firm is led by Sunny Advani, MBA, CPM®, a California real estate broker (DRE #01869863) licensed for more than 16 years. He built Synergy Real Estate & Property Management to over 400 units and sold it, then served as a Director at Cushman & Wakefield before founding Heritage. Every property we manage is overseen by the broker who owns the company.

Commercial

A vacant suite or a missed CAM reconciliation costs real money. Commercial property needs a manager who understands leases, not just maintenance. We manage retail centers, office buildings, and industrial properties.

• Rent and CAM collection, with annual CAM reconciliations done accurately and on time
• Lease administration: critical dates, renewals, options, rent increases, and insurance certificates
• Tenant relations and retention, because keeping a tenant almost always beats replacing one
• Leasing of vacant space. We can lease it in-house, or if you already have a leasing broker you trust, we'll work right alongside them.
• Building maintenance, vendor contracts, and preventive maintenance programs
• Tenant improvement and capital project coordination with licensed contractors
• Annual operating budgets, monthly financial reports, and deferred maintenance planning

Your property's value comes down to net operating income. We manage to that number by tracking expense recoveries, catching leakage in CAM, timing renewals, and keeping vacancy short.

Residential

Tired of tenant calls, chasing rent, or wondering if anyone is actually watching your property? We manage everything from a single condo to a 100-unit community.

Homes and condos:

• Rent set from what comparable homes are leasing for right now
• Marketing, showings, and thorough tenant screening
• California-compliant leases, renewals, and move-in/move-out inspections with photos
• Rent collection and monthly owner payouts
• Maintenance handled through trusted vendors, with your approval before larger repairs
• Regular property inspections
• Notices, deposits, rent-cap rules, and evictions handled correctly, with legal counsel when needed

Apartment buildings, 2 to 100+ units, get all of the above plus:

• Faster unit turns and a plan to keep vacancy down
• Renewal and rent strategy that grows income within California rent-cap law
• Annual operating budgets and expense control
• Capital project planning and vendor bidding
• For larger owners, an annual valuation and hold-or-sell review, plus loan maturity tracking

Associations (HOA and condominium)

Serving on your board shouldn't feel like a second job. We manage associations from a few units to 100+ homes and take on the work that eats up a board's time.

• Dues collection and follow-up on late accounts under your collection policy
• Separate operating and reserve accounts, with monthly reports set up for the board's quarterly review
• Annual budget preparation and required homeowner disclosures
• Reserve study coordination and reserve funding tracking
• Meeting notices, agendas, minutes, and election support
• Rule enforcement with proper notice and hearing steps
• Common-area maintenance, landscaping, vendor bids, contracts, and invoices
• Homeowner communication, so board members aren't fielding every call
• Insurance coordination, association records, and 24-hour emergency response

California's Davis-Stirling Act puts real obligations on boards. Part of our job is making sure deadlines, notices, and disclosures happen on time, so your board isn't caught off guard.

How we work, whatever you own

• 90-day agreements that renew. If we're not earning your business, you're free to go.
• Fees are explained up front and put in writing before you sign.
• Switching managers is handled for you. Our 14-Day Handoff moves your leases, deposits, records, homeowner ledgers, and vendors over without you chasing anyone.
• Heritage is also a full brokerage. When you want to refinance, sell, or buy, you get advice from people who already know your property.

Call Heritage and you'll reach Sunny directly. Tell us about your property and what you'd like to change, and we'll tell you honestly whether we're the right fit and what it would cost.