Heirloom Fund Management Limited



“The ownership of money and property comes as a result of doing things in a certain way. Those who do things in this certain way, whether on purpose or accidentally, get rich. Those who do not do things in this certain way, no matter how hard they work or how able they are, remain poor.”  Wallace D. Wattles - The Science of Getting Rich




Heirloom Fund Management Ltd is the Investment Manager of the Heirloom Caribbean Real Estate Fund.

We focus on providing our investors with above average rates of return with low volatility. The diversification of our investment portfolio helps to mitigate these risks.

As with all investments, we evaluate each opportunity carefully and conduct the appropriate level of due diligence before making an investment decision.



In the current environment of low returns and the demise of certain regional financial institutions and reduced confidence in equity markets, we believe that acquiring deeply discounted real estate assets and creating a very well secured portfolio of high yield loans secured on low LTV´s against the region’s best real estate assets presents the most appealing combination to benefit from the current crisis.

Why is the Caribbean such a good investment opportunity?

The recent financial crisis and related credit crunch has reduced available credit and liquidity whilst demand for top quality properties remains. This has increased the number of opportunities and improved the terms that the fund can achieve in its deal pipeline thus increasing overall anticipated returns.

The Caribbean region suffers from an absence of equity risk capital in the USD  $5 - $50 Million bracket for property investments. This void creates excellent opportunities for providers of such capital.

Investment vehicles such as the Heirloom Caribbean Real Estate Fund create a “win-win” environment for all parties. Investors benefit from a significant uplift, vendors crystallize paper profits from illiquid assets, and local governments increase tax revenues and create employment from development. Studies have shown that a 4/5 Star hotel will significantly improve the surrounding area, and sometimes a whole nation's economy, and spark new pride and property appreciation on the island.

The Heirloom Caribbean Real Estate Fund is a good sign for real estate markets throughout the Caribbean. It signals the coming of new, motivated investors looking to the Caribbean as a positive real estate market with much upwards potential. 






Diversified by Asset Type

  • Residential Property Development
    • Luxury villas and Townhomes
  • Commercial Property Development
    • Professional Offices
    • Retail spaces
    • Short and long term rental apartments
  • Hotel and Tourism Properties

Designed to provide both income and capital    appreciation

Broad enough scope to minimize risks through both geographic and property diversification

Targeted opportunities that are too large for local players and too small for the larger international funds.

Strategic and JV Partners are closely aligned with our objectives 




Press Releases and Media

Heirloom Real Estate Fund Presentation

Heirloom Real Estate Fund Brochure

Article - Caribbean Real Estate Opportunities

10 Reasons to Invest in the Caribbean

Contact us to receive a Prospectus




This website and the information contained herein does not constitute an offer to sell or a solicitation of an offer to purchase any securities of Heirloom Fund Management Ltd. or any of its associates or affiliates. All securities offerings carried out by Heirloom Fund Management Ltd. or its associates or affiliates will be made to qualified purchasers in specified jurisdictions by delivery to them of formal offering documentation prepared specifically for the purpose of making such an offer and in compliance with applicable securities laws of the specific jurisdiction in which the offering is being made.