Shows
Strap on your BootsHow to Build Wealth with Passive Real Estate Investing with Stewart HeathIn this episode of Zero to CEO, I speak with real estate investor, CPA, and founder of Harvard Grace Capital, Stewart Heath. We dive into how passive real estate investing can help build long-term wealth — even during uncertain economic times. Stewart shares the strategic principles his firm uses to create consistent returns, why focusing on cash flow is more powerful than chasing capital gains, and how to avoid costly mistakes in syndications. Whether you’re a founder seeking diversification or a cautious investor, Stewart lays out a clear path to generating stable income and maximizing tax advantages — without the hassle...
2025-10-2716 min
Dragon's Gold: The Magic of MindsetLosing It All, Learning the Hard Way: Million-Dollar Lessons from Stewart HeathEpisode Summary:What do you do when you lose everything?In this powerful episode, Stewart Heath shares the raw truth about building too fast, collapsing too hard, and rising again with a deeper mission. From a $10M portfolio lost in the 2008 crash to a life rebuilt with purpose, this conversation is a masterclass in humility, patience, and legacy.What You’ll Learn:Why he left the CPA path to get “in the game” of real estateThe 2AM infomercial that changed his lifeHow he went from $10M net worth to $5M...
2025-09-0339 min
Cash Flow Connections - Real Estate PodcastHow to Keep Investors Engaged in Any Market Cycle - E1119 - RMR
In today’s RaiseMasters Radio episode, Adam is joined by Stewart Heath to discuss his journey from CPA and C-level executive to raising capital for “boring” but powerful cash-flowing commercial real estate deals.
We talk about the importance of consistent investor communication, lessons learned during challenging capital-raising periods, and how to build a strong portfolio foundation with stabilized assets.
Tune in to hear how Stuart is helping investors generate reliable income while creating opportunities for collaboration within the RaiseMasters community.
Resources mentioned in the episode:
Stewart Heath
Website
Interested in learning how to...
2025-08-1515 min
Commercial Real Estate SecretsThe Top Tax Benefits of Owning Commercial Real EstateYou can’t build a successful real estate portfolio if you don’t understand the fundamentals first. That’s why strategy, stability, and tax advantages are key to long-term success.In this episode of Commercial Real Estate Secrets, I sit down with Stewart Heath, CPA, CEO of Harvard Grace Capital, to dive deep into: 🔹 How Stewart Heath transitioned from CPA to real estate investor 🔹 The impact of the 2008 financial crisis & key lessons learned 🔹 Why medical office buildings are a hidden gem in commercial real estate 🔹 The top tax benefits of owning income-p...
2025-03-2625 min
The Diversify Show with Eric LindseyInvesting in Medical Office Facilities While Being an Accountant with Stewart HeathIn this episode, Stewart Heath shares how he built a thriving real estate portfolio 🏠—all while running his busy CPA tax practice 💼. Stewart discusses the strategies, lessons, and mindset shifts that helped him grow his investments while managing his demanding career.🔑 What You’ll Learn:1️⃣ Balancing a CPA Career and Real Estate Investing 📌 Stewart managed his tax firm while purchasing his first duplex, scaling quickly to 30 rental units in less than a year.2️⃣ Scaling a Real Estate Portfolio with Expertise 📈 He used his accounting skills to evaluate deals efficiently and built a property management company when third-party managers fell s...
2025-01-1831 min
The Diversify Show with Eric LindseySyndicating Medical Office Buildings While Operating a CPA Practice with Stewart Heath Part 2🚀 Ever wonder if you can keep your day job AND invest in real estate? Stewart Heath, a CPA 🧮, shows you how by focusing on stable, cash-flowing medical office buildings 🏥. He avoids risky tenants, works backward from desired returns, and uses careful strategies so you can grow wealth without leaving your career. 💼🔥🔑 What You’ll Learn:1️⃣ Balancing Work & Investing📌 Stewart stays fully employed as a CPA while investing in fully-leased properties. He’s all about reliable income right from the start—no guesswork, just steady rent checks. 💰🗂️2️⃣ Picking the Right Deals
2025-01-1823 min
Invest Smarter PodcastISP 238: The Surprising Lucrative Real Estate Asset Class with Stewart HeathEpisode 238: The Surprising Lucrative Real Estate Asset Class with Stewart HeathHost: Simon CastilloGuest: Stewart HeathJoin our host Simon Castillo with Caleb Johnson as they discuss: Real estate is a constant in our lives Outlook for office real estate The Debt Wall Rate cuts Multifamily MeltdownOpportunities in multifamily to come The Tennessee Valley We have open investment opportunities. Want to learn more? Check out www.sastexascapital.comDow...
2024-12-3144 min
The Moonlight Real Estate Syndication ShowSyndicating Medical Office Buildings While Operating a CPA Practice with Stewart Heath Part 2🚀 Ever wonder if you can keep your day job AND invest in real estate? Stewart Heath, a CPA 🧮, shows you how by focusing on stable, cash-flowing medical office buildings 🏥. He avoids risky tenants, works backward from desired returns, and uses careful strategies so you can grow wealth without leaving your career. 💼🔥🔑 What You’ll Learn:1️⃣ Balancing Work & Investing📌 Stewart stays fully employed as a CPA while investing in fully-leased properties. He’s all about reliable income right from the start—no guesswork, just steady rent checks. 💰🗂️2️⃣ Picking the Right Deals
2024-12-1923 min
The Moonlight Real Estate Side Hustles and Syndications ShowSyndicating Medical Office Buildings While Operating a CPA Practice with Stewart Heath Part 2🚀 Ever wonder if you can keep your day job AND invest in real estate? Stewart Heath, a CPA 🧮, shows you how by focusing on stable, cash-flowing medical office buildings 🏥. He avoids risky tenants, works backward from desired returns, and uses careful strategies so you can grow wealth without leaving your career. 💼🔥🔑 What You’ll Learn:1️⃣ Balancing Work & Investing📌 Stewart stays fully employed as a CPA while investing in fully-leased properties. He’s all about reliable income right from the start—no guesswork, just steady rent checks. 💰🗂️2️⃣ Picking the Right Deals
2024-12-1923 min
The Side Hustle and Business Show with Eric LindseySyndicating Medical Office Buildings While Operating a CPA Practice with Stewart Heath Part 2🚀 Ever wonder if you can keep your day job AND invest in real estate? Stewart Heath, a CPA 🧮, shows you how by focusing on stable, cash-flowing medical office buildings 🏥. He avoids risky tenants, works backward from desired returns, and uses careful strategies so you can grow wealth without leaving your career. 💼🔥🔑 What You’ll Learn:1️⃣ Balancing Work & Investing📌 Stewart stays fully employed as a CPA while investing in fully-leased properties. He’s all about reliable income right from the start—no guesswork, just steady rent checks. 💰🗂️2️⃣ Picking the Right Deals
2024-12-1923 min
The Side Hustle and Business Show with Eric LindseyInvesting in Medical Facilities While Being an Accountant with Stewart HeathIn this episode, Stewart Heath shares how he built a thriving real estate portfolio 🏠—all while running his busy CPA tax practice 💼. Stewart discusses the strategies, lessons, and mindset shifts that helped him grow his investments while managing his demanding career.🔑 What You’ll Learn:1️⃣ Balancing a CPA Career and Real Estate Investing 📌 Stewart managed his tax firm while purchasing his first duplex, scaling quickly to 30 rental units in less than a year.2️⃣ Scaling a Real Estate Portfolio with Expertise 📈 He used his accounting skills to evaluate deals efficiently and built a property management company when third-party managers fell s...
2024-12-1232 min
The Moonlight Real Estate Syndication ShowInvesting in Medical Office Facilities While Being an Accountant with Stewart HeathIn this episode, Stewart Heath shares how he built a thriving real estate portfolio 🏠—all while running his busy CPA tax practice 💼. Stewart discusses the strategies, lessons, and mindset shifts that helped him grow his investments while managing his demanding career.🔑 What You’ll Learn:1️⃣ Balancing a CPA Career and Real Estate Investing 📌 Stewart managed his tax firm while purchasing his first duplex, scaling quickly to 30 rental units in less than a year.2️⃣ Scaling a Real Estate Portfolio with Expertise 📈 He used his accounting skills to evaluate deals efficiently and built a property management company when third-party managers fell s...
2024-12-1232 min
The Moonlight Real Estate Side Hustles and Syndications ShowInvesting in Medical Office Facilities While Being an Accountant with Stewart HeathIn this episode, Stewart Heath shares how he built a thriving real estate portfolio 🏠—all while running his busy CPA tax practice 💼. Stewart discusses the strategies, lessons, and mindset shifts that helped him grow his investments while managing his demanding career.🔑 What You’ll Learn:1️⃣ Balancing a CPA Career and Real Estate Investing 📌 Stewart managed his tax firm while purchasing his first duplex, scaling quickly to 30 rental units in less than a year.2️⃣ Scaling a Real Estate Portfolio with Expertise 📈 He used his accounting skills to evaluate deals efficiently and built a property management company when third-party managers fell s...
2024-12-1232 min
Down 2 BusinessEpisode 198: A Passive PassionStewart has no problem admitting that his journey as a CPA began because he followed in the footsteps of his father. He will also take it a step further and admit that he had a realization that he was too entrepreneurial for the corporate lifestyle to be his fate.
Throughout the years, he adopted the responsibility of assisting various executives across a plethora of different industries. Once he combined his love for investing in real estate with a knack for passive income - Harvard Grace Capital made its debut!
Tune in to episode 198 as Stewart...
2024-10-1550 min
The Dream Huge PodcastStewart Heath - The CPA's Edge in Real Estate InvestingIn this episode of the Dream Huge podcast, Pete interviews Stewart Heath, a seasoned CPA and entrepreneur with over 35 years of experience. Stewart shares his journey from traditional accounting to commercial real estate, emphasizing the importance of financial knowledge in entrepreneurship. He discusses his investment strategies, focusing on stabilized properties that generate cash flow from day one. Stewart also provides insights into navigating the commercial real estate market, the significance of understanding local dynamics, and offers advice for investors considering commercial properties. The conversation concludes with thoughts on future trends in real estate and the potential for innovative solutions...
2024-10-1422 min
Recession Resistant Real Estate RadioInvest Without Worrying About Interest Rates With Stewart Heath“We structure each deal with 12 months of reserves inside the deal. Because you don’t know what you don’t know. You’re preparing for the downside even though everything looks up.” Figuring out early that he was more of an entrepreneur than a CPA, Stewart Heath got into real estate in 2001. Moving up the equity ladder, he learned the hard way about “The Right Way” to manage real estate deals. Check out his advice and rules on investing the right way and why he invests regionally rather than in one particular asset class!
2024-08-0929 min
Real Estate LowdownCPA to Real Estate Investor: Insights on Market Misconceptions, Investment Structures, and Timeless Strategies for Building Wealth with Stewart HeathStewart Heath, CEO of Harvard Grace Capital and a seasoned CPA, is on the podcast to reveal his interesting journey from being a CPA with a portfolio of real estate investing clients and a heavy dose of skepticism about real estate to being a passionate real estate investor himself. And he's sharing how interactions with his clients transformed his perception of real estate from a risky venture to a dependable path for slow, sustainable wealth-building. We're talking about misconceptions, importance of local market knowledge, complexities of financing, long-term stability and the essential role of housing in the e...
2024-08-0726 min
Raw and Relentless w/ Bo DePaoliEpisode 6- Stewart Heath- Mastering Real Estate: From CPA to InvestorWelcome to another episode of "Raw and Relentless with Bo DePaoli"! This time, we're diving deep into the world of real estate with my friend Stewart Heath. As a seasoned CPA turned investor, Stewart has over 25 years of experience navigating the complexities of the property market.
In this episode, Stewart shares his journey from skepticism to success, revealing how an epiphany led him to embrace real estate investing. We explore his diverse portfolio, including storage, medical, and retail properties, and discuss why retail is unexpectedly booming in today's market.
...
2024-08-0744 min
Path To Passive: Real Estate Investing For Technology Professionals#46 - Building Wealth with Real Estate: Insights from CPA and Investor Stewart HeathSend us a textCan you really make money in real estate even during economic turbulence? In this episode, Stewart Heath, CPA, talks about the necessity of maintaining a hyper-focus in real estate investing, the effects of interest rates, and the complexities of investing in office buildings. He highlights the importance of market knowledge and tenant retention within the commercial real estate field. Additionally, Stewart discusses the significance of cash-flowing investments, the value of real estate, and essential factors for accredited tech professionals interested in private placements. He also offers insights on underwriting office deals and shares...
2024-07-261h 07
Investing for Generational WealthEP. 36: Why Relationships are more Important than Money with Joel Friedland
Are you ready to discover why savvy investors are still betting on commercial office spaces?
Stewart Heath is a passionate entrepreneur and leader with over 35 years of experience transforming organizations into efficient operations with a path to profitability.
Heath found interest in his career at an early age while watching his CPA father produce business success for clients. In 1985, Heath graduated from Auburn University with a degree in Accounting.
Since then, he has held multiple C-Level positions. In 2011, Stewart Heath founded Harvard Grace Corporation where he and his team provide business advisory services specializing in financial and operational fractional...
2024-07-1146 min
The Deal FarmBuying Commercial with Stewart HeathOn this episode of the Deal Farm®, Kevin and Ken speak with Stewart Heath about his transition from CPA to Sponsor. In just 2 years, Stewart has built Harvard Grace Capital to over 20M in real esetate holdings. Listen in as he explains his philosophy on vetting and buying commercial properties without the typical risks built into value-add opportunities.
2024-07-1045 minInvesting for Generational WealthEP. 35 - The Commercial Office Market is Not Dead with Stewart HeathAre you ready to discover why savvy investors are still betting on commercial office spaces?
Stewart Heath is a passionate entrepreneur and leader with over 35 years of experience transforming organizations into efficient operations with a path to profitability.
Heath found interest in his career at an early age while watching his CPA father produce business success for clients. In 1985, Heath graduated from Auburn University with a degree in Accounting.
Since then, he has held multiple C-Level positions. In 2011, Stewart Heath founded Harvard Grace Corporation...
2024-06-2753 min
Small Business Answer ManUnlocking Passive Income: The Power of Real Estate Investment | Ep: 335 Stewart HeathStewart Heath, CPA, is the CEO of Harvard Grace Capital, an extension of Harvard Grace Corporation. Stewart has been a real estate investor for over 20 years focusing on commercial real estate – including retail, self-storage, gymnastics facilities, and medical offices. What business problem do you solve? In this episode, Gary welcomes Stewart Heath, CEO of Harvard Grace Capital, to explore strategies for generating passive income and building wealth through real estate investment. Small Business Answer Man’s Shownotes: Stewart defines passive income as income received without active work, highlighting real estate as a prim...
2024-06-1732 min
Real Estate Investor Growth Network Podcast199 - Badass Interview with Stewart HeathStewart Heath is a passionate entrepreneur and leader with over 35 years of experience transforming organizations into efficient operations with a path to profitability. Heath found interest in his career at an early age while watching his CPA father produce business success for clients. In 1985, Heath graduated from Auburn University with a degree in Accounting. Since then, he has held multiple C-Level positions. In 2011, Stewart Heath founded Harvard Grace Corporation where he and his team provide business advisory services specializing in financial and operational fractional C- Level engagements. Heath has been a real estate investor for more than 20 y...
2024-05-0653 min
How Did They Do It? Real EstateSA888 | Investing in Office Spaces in an Uncertain Real Estate Market with Stewart HeathAfter over two years since his first guesting on the show, Stewart Heath is back to share the growth in his investments and more strategies to help you thrive despite the market’s volatility and dynamics.Stewart talks about how he started taking advantage of office spaces and buildings when the world was shut down by the global crisis and investing in multiple types of real estate investments as his diversification approach.Key Points & Relevant TopicsA quick overview of the Harvard Grace Corporation and Harvard Grace Capital and what they do...
2024-02-1333 min
Pivot To Prosperity: Work Less... Make More!Career CPA Still Loves Real Estate Despite 3 Downturns with Stewart HeathDiscoverDiscover why Stewart Heath, a CPA for 35- years kept returning to real estate investments as the investment of choice, even after two brutal downturns. From bean counter to power player, this CPA is sold on real estate. Stewart's tale is one of resilience. He explains that as his 1st year as a CPA, President Ronald Regan passed the 1986 Tax Reform Act which devastated several sectors of commercial real estate since there was a whole industry called The Tax Shelter Industry. The new laws eliminated many shelters retroactively. It was inacted in October 1986 and retroactive to the begi...
2024-01-0940 min
Action Takers Unscripted#8 - Mastering Cash Flow with Stewart HeathPrepare to be enlightened as CPA and real estate virtuoso Stewart Heath lays out his transformative journey from crunching numbers to investing in commercial property. Our conversation peels back the layers of Stewart’s success, tracking his path from an accomplished accounting career to his pivot into the lucrative world of real estate. This topic is more than a conversation; it’s a springboard for anyone aspiring to elevate their investment acumen and secure a brighter financial horizon. Show notes:(1:55) Who is Stewart Heath?(7:36) Residential to commercial real estate transition(14:20) Maximizing passive incom...
2024-01-0535 minInvest Smarter PodcastISP 138: The Surprising Lucrative Real Estate Asset Class with Stewart HeathInvest Smarter Podcast Episode 138: The Surprising Lucrative Real Estate Asset Class with Stewart HeathHost: Simon Castillo Guests: Stewart HeathSimon Castillo is joined by Stewart Heath to discuss: Real estate is a constant in our lives Outlook for office real estate The Debt Wall Rate cuts Multifamily MeltdownOpportunities in multifamily to come The Tennessee Valley Stewart Heath founded the Harvard Grace Corporation in 2010...
2024-01-0244 min
In The Lab with Ruben KanyaCPA turned Commercial Investor: From Helping Investors File Their Tax Returns to Helping Investors Receive High Returns with Stewart Heath - Episode #242Welcome to another episode where we explore commercial real estate asset classes with Stewart Heath, the CEO of Harvard Grace Capital, a private equity real estate investment firm that focuses on commercial properties in the Tennessee Valley area.
Stewart's journey began as a certified public accountant (CPA), following in the footsteps of his father. However, an epiphany moment made him realize that the traditional accounting model was not the path to building wealth and generating recurring income.
Stewart is currently focused on building wealth and generating steady income through...
2023-07-171h 10
Investing To WinStewart Heath | Lessons from the 2008 Financial CrisisIn today's episode of Investing to Win, Garret Wong talks with Stewart Heath, CEO of Harvard Grace Capital and a seasoned entrepreneur with over 30 years of experience. Stewart shares his background in accounting and his transition into real estate, which ultimately led to the creation of Harvard Grace Capital, a syndication firm focused on commercial properties.A major topic of their conversation is the impact of the 2008 financial crisis on Stewart's approach to real estate investing. He reflects on his aggressive strategy at the time, which involved buying properties with no equity and relying heavily on cash-out...
2023-07-0449 min
Multifamily InsightsThe Trigger this CPA Needed to Start Investing with Stewart Heath, Ep. 517Stewart 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 rea...
2023-06-3027 min
Super Entrepreneurs PodcastReal Estate Investment Success like a Pro with Stewart HeathIn this captivating episode of the Super Entrepreneurs Podcast. Brace yourself for an extraordinary journey into the world of real estate investing, as Stewart unveils the strategy that has propelled him to remarkable success. Gain exclusive insights from an industry veteran who has mastered the art of thriving in the competitive real estate landscape. Who Is Stewart Heath? Stewart Heath, CPA, is a seasoned business executive and the CEO of Harvard Grace Corporation and Harvard Grace Capital. With an extensive background in finance and operations, Stewart has hel...
2023-06-1021 min
CRE ClaritySuburban Office & Specialty Storage, with Stewart HeathWelcome to the Managing CRE Risk podcast with Jeremy Goodrich. Join us in this episode as we chat with Stewart Heath, the CEO of Harvard Grace Capital and a seasoned commercial investor. Discover valuable insights on investing in customer-facing offices, creating an effective proforma, and managing risks through property management. Learn more about Stewart and his story at shineinsurance.com/managing-commercial-real-estate-risk! “We have a hard line that we're going to maintain 6 months of reserves in our syndications.” 01:46 Stewart initially ran his own CPA practice and witnessed the succes...
2023-03-1431 min
The Real Estate Syndication ShowWS1601: Hyper-Focused Real Estate Investing | Stewart HeathMarket diversification is one thing that’s always emphasized in investing circles. But there are those who dare to concentrate on a particular market and have grown their businesses to success.In this episode, Harvard Grace Corporation CEO Stewart Heath explains to us why his hyper-focused property investing strategy has worked for him. Life Bridge Capital’s Whitney Sewell gets to know more of this industry veteran in this new episode. Key Points From This Episode: How did he start in real estate investing?How has the proper...
2023-03-1031 min
StoryFinance Podcast w/ Casey SilveriaE2 Stewart Heath - Be Patient, Focus On The Right Deals Not Deal FlowHello everyone and welcome back to the Farming for Passive Income show where we strive to educate the agricultural community on how to create alternative income streams and diversification through commercial real estate private equity.
We are joined today by Stewart Heath
Stewart Heath is a passionate entrepreneur and leader with over 35 years of experience implementing efficient operations to transform organizations with a path to profitability.
He found an interest in his career at an early age while watching his CPA father produce business success for clients. Stewart is CEO of Harvard Grace...
2022-08-3140 min
The St. Joseph's Capital PodcastEpisode 13: Overcoming Challenges and Failures in Real Estate with Stewart Heath, CPAStewart Heath is a passionate entrepreneur and leader with over 35 years of experience transforming organizations into efficient operations with a path to profitability. He found an interest in his career at an early age while watching his CPA father produce business success for clients.
He graduated from Auburn University and held several C-level positions. In 2011 he founded Harvard Grace Corporation, where he and his team provide services to businesses, specializing in financial and operational fractional missions at C-Level Engagements.
Stewart has also been a real estate investor for more than 20 years and his experience includes...
2022-05-1144 min
The Multifamily Artists PodcastEp. 69 (Action Items): Stewart Heath - Trust Your GutCommercial real estate is a lot less straightforward than buying a house. In this Action Items episode, Stewart Heath shares tips on how you can take the first step on your commercial real estate investing journey and how, most of the time, it all comes down to following your intuition.Stewart Heath, CPA and his team at Harvard Grace Corporation and Harvard Grace Capital provide administrative and financial services to businesses and real estate projects. Stewart also sits on several boards, including Winsome Truth, The Shepherd’s Call, and Second Chance Sober Living. In 2016, he was recognized as...
2022-05-0613 minThe Multifamily Artists PodcastEp. 68 (Story): Stewart Heath - Understanding Your Numbers in Real EstateIn this Story episode, we sit down with Stewart Heath, CEO of Harvard Grace Corporation and Harvard Grace Capital. He talks about starting out as an accountant before getting into the real estate game. Through his 30+ years of being an entrepreneur, he has learned to combine good advice, gut instincts, of course, math to make sound decisions in business. Stewart has done residential deals but is now focused on commercial properties and other assets. He also discusses the market conditions in Tennessee and Alabama, and how to find deals in those areas. Join us and listen in!...
2022-05-0328 min
The Untold Stories of Real Estate InvestingEp #27: Navigating Inflation, Interest Rates, and Cap Rates with Stewart HeathIn this episode, Wayne talks to Stewart Heath, Chairman and CEO of Harvard Grace Capital (HGC), which provides fractional C-level executive services to clients as well as general business consulting.
Stewart sits on several boards, including HGC, Winsome Truth, The Shepherd’s Call, and Second Chance Sober Living. Also, he holds several fractional CFO positions.
Previously, Stewart held positions as COO and CFO for companies in retail, real estate, manufacturing, corporate services, entertainment, and digital media. He earned his CPA license in 1987 and has since held several senior financial and operating positions. Stewart also holds a bac...
2022-02-2238 min
Agent On DutyHousing Economy, Inflation, Interest Rates with CPA Stewart Heath#025 - Housing Economy, Inflation, Interest Rates with CPA Stewart HeathConnect with Stewart Heath at: https://www.harvardgrace.com/https://www.linkedin.com/in/stewartoheath/Call in Your Real Estate QuestionsAsk any real estate related questions on my audio voice message hotline.Call 678-288-4181 and voice your question.I'll answer it on a future podcast episode.Subscribe to the Agent On Duty PodcastPlease subscribe to this podcast.Access the Agent...
2022-02-1637 min