Passive Real Estate Investment | Casmon Capital Group | United States

The Trigger this CPA Needed to Start Investing with Stewart Heath, Ep. 517

Stewart Heath is the Founder and CEO of Harvard Grace Capital, a private equity real estate investment firm that helps people build wealth faster through hands-off real estate investing.

They’ve raised millions of dollars through two real estate syndications, with a team of successful entrepreneurs with 150+ years of combined expertise in business management and commercial real estate investing running the business. By investing in commercial real estate assets (office, retail, self-storage, etc.) that are well-located between Nashville, Tennessee, and Huntsville, Alabama.

Stewart, a Certified Public Accountant (CPA), has over 35 years of experience in the real estate sector. His expertise encompasses multifamily and commercial property development, construction, management, and investing.

In this episode, we talked to Stewart about his transition to real estate after years of work he has done as a CPA in the real estate industry, him finding his “why” to get into real estate investing, solid investments he made in early deals, lessons learned from the last downturn, and scaling up.


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CPA to Investor

00:00 CPA to investor;

03:33 Finding your why to get into real estate investing;

08:40 Solid investments in early deals;

13:12 Lessons learned from the last downturn;

17:13 Scaling up;

24:18 Round of insights;

Apparent Failure: 2018 financial crisis

Digital Resource: Microsoft Teams

Most Recommended Book: Traction

Daily Habit: Having an early coffee with his wife

#1 Insight for Commercial Real Estate Investing: Team up with someone that has done it before.

Best Place to Grab a Bite to Eat: Las Tojas

Contact Stewart:

To learn more go to You can also find Stewart on LinkedIn

Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW,  and be sure to hit that subscribe button so you do not miss an episode.

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