Portfolio

Asset classes positioned for cash flow, resilience, and trust-aligned growth.

This page gives Elder Hearth Holdings a standalone portfolio view for prospects, lenders, partners, and trust stakeholders.

Multifamily

Bluewater Residences

Charlotte, North Carolina

A 38-unit workforce housing community with phased unit refreshes, tightened renewal cadence, and centralized vendor control.

Occupancy posture

34 of 38 units leased

Market activity

4 applicants in underwriting

Neighborhood Retail

Harbor Square Shops

Savannah, Georgia

Five-bay retail strip positioned for stable service-tenancy, clean CAM reconciliation, and long-hold yield preservation.

Occupancy posture

80% leased

Market activity

1 letter of intent pending

Mixed-Use

Summit Exchange

Greenville, South Carolina

Street-level commercial with upper-story apartments, operated as a mixed-income cash-flow asset with disciplined capex sequencing.

Occupancy posture

91% occupied

Market activity

2 suites on market

Governance Notes

Every asset is framed inside the ownership structure

Portfolio storytelling stays connected to Elder Hearth Trust so ownership context is visible to serious stakeholders.

Transparent ownership chain

Elder Hearth Holdings is presented as an operating company whose ownership and strategic direction flow from Elder Hearth Trust.

Approval-aware governance

Capital deployment, acquisitions, major leases, and distributions are framed as management actions that respect trust-level oversight.

Long-term stewardship

The platform emphasizes durable operations, compliant leasing, and tenant experience in service of multi-year value creation.