The Heritage Group Inc. adapts to its growing portfolio using Yardi Voyager


Automation of accounts payable and common area maintenance reconciliations saves time and paper

SANTA BARBARA, CALIF., Jan. 7, 2016 – The Heritage Group Inc., a real estate management and investment advisory firm, has launched Yardi Voyager® 7S, a property management and accounting platform, to accommodate its growing portfolio and improve client service.

Heritage has nearly doubled in size from seven to 13 professionals and added over one million square feet in new leasing and management assignments. Heritage also added brokerage professionals who brought numerous listings to the firm.

“We attribute the growth to an increase in transactional business both on the leasing and investment side,” said Mark Hoekstra, managing director at The Heritage Group.

Heritage has acquired four properties this year on behalf of clients and its own account, with three more in the pipeline that will close before year end.

“Our portfolio is growing fast, and our goal is to save our people from being overwhelmed with handling invoices,” said Breanna Walulik, senior accountant for Heritage. “As a mobile platform, Voyager lets us take care of all property management operations in the field as well as in the office.”

Yardi Voyager is a browser-independent, mobile-enabled platform that will automate the accounts payable process that Heritage currently performs manually. Yardi Voyager will also ease Heritage’s common area maintenance (CAM) reconciliation process.

“We use a high-tech, high-touch approach to ensure efficient and quality performance for our clients,” Walulik said. “Voyager will complement our current strategies and save staff time by automating calculations.”

Yardi Voyager will also automate the compilation and distribution of electronic financial reports to Heritage’s property owners, complete with attachments, further reducing Heritage’s paper burden.

“Yardi is pleased that the streamlined operations, simplified CAM process and holistic business intelligence will help Heritage’s staff members to focus on their core responsibilities of portfolio management and client service,” said Terri Dowen, senior vice president of sales for Yardi®.

About The Heritage Group Inc.
The Heritage Group is a full-service commercial real estate management and investment advisory firm offering solution-driven strategies for owners, occupiers and investors in commercial real estate. The team leases and manages approximately 2,000,000 square feet and has deployed investor capital in excess of $300 million of commercial real estate over its 10-year span. Heritage is headquartered in San Diego with offices in San Francisco and Los Angeles. For more information on The Heritage Group, visit

About Yardi
Now in its fourth decade, Yardi® is committed to the design, development and support of software for real estate investment management and property management. With the Yardi Commercial Suite™, the Yardi Multifamily Suite, Yardi Investment Suiteand Yardi Orion® Business Intelligence, the Yardi Voyager® platform is a complete real estate management solution. It includes operations, accounting and ancillary processes and services with portfolio-wide business intelligence and platform-wide mobility. Yardi is based in Santa Barbara, Calif., and serves clients worldwide from offices in North America, Asia, Australia, Europe and the Middle East. For more information, visit