Enter your details down below and we'll start you on your journey.
Heritage Real Estate & Management provides integrated commercial brokerage and property management services for investors, landlords, and business owners across Kern County and the Central Valley. Our team combines disciplined financial analysis with hands-on asset management to help clients maximize property value, stabilize operations, and execute long-term real estate strategies. From acquisition and leasing to ongoing property oversight, we deliver solutions designed to strengthen performance at every stage of ownership.
Sanjeev “Sunny” Advani is the Founder and Chief Executive Officer of Heritage Real Estate & Management, a full-service commercial brokerage and property management firm serving investors, business owners, landlords, and tenants throughout Kern County and the Central Valley.
Under his leadership, Heritage delivers integrated real estate solutions across multifamily, retail, medical, and industrial sectors, overseeing acquisitions, dispositions, leasing strategy, asset repositioning, and property management within a unified platform.
Prior to founding Heritage, Sunny served as a Director at Cushman & Wakefield and has completed more than 200 transactions throughout his career. His experience spans distressed assets, expiring loan scenarios, value-add investments, and complex repositioning strategies requiring disciplined execution and financial precision.
Heritage was launched following Sunny’s successful exit from Synergy Real Estate & Property Management, a firm he built to more than 400 units under management while maintaining a client retention rate exceeding 95 percent and implementing institutional-level reporting standards. Sunny approaches every engagement with a performance-driven mindset. For investors, his analysis centers on internal rate of return, cash-on-cash yield, debt service coverage, and optimal exit timing. For business owners and tenants, he applies the same level of rigor to lease negotiations, site selection, and long-term occupancy strategy.
He holds an MBA from the USC Marshall School of Business, STEM-designated and earned with Dean’s List distinction, and carries the Certified Property Manager designation from IREM. Sunny also serves as Board President of Habitat for Humanity Golden Empire, where he led a strategic organizational turnaround that resulted in nearly one million dollars in reserve growth.
Heritage Real Estate & Management specializes in a wide range of commercial assets including multifamily communities, retail centers, medical office buildings, and industrial properties. Our team works with investors, landlords, and business owners throughout Kern County and the Central Valley to develop strategies that support long-term property performance.
Yes. Heritage offers a fully integrated platform that combines commercial brokerage, leasing strategy, and professional property management. This allows our clients to manage acquisitions, leasing, asset performance, and day-to-day operations through a single experienced team.
Professional property management helps protect and enhance asset value through structured financial reporting, proactive maintenance coordination, tenant communication, and strategic leasing oversight. Our approach is designed to improve operational efficiency while maintaining strong tenant relationships.
We take a performance-driven approach to investment analysis, evaluating opportunities through key financial metrics such as internal rate of return (IRR), cash-on-cash yield, debt service coverage, and long-term asset positioning. This helps investors make informed decisions aligned with their financial goals.
Getting started is simple. Our team will begin with a consultation to understand your property goals, whether you are looking to acquire, lease, reposition, or professionally manage an asset. From there, we develop a tailored strategy designed to maximize performance and long-term value.
Heritage Real Estate & Management
Practical support for property owners, investors and businesses. Explore rental property management, commercial leasing, sales and acquisitions, or representation for your next business space.
Led by Sanjeev “Sunny” Advani, Real Estate Broker and Certified Property Manager (CPM).
Property management
Choose the management service that fits your property. Start with the scope you need, the responsibilities you want help with and the fees involved.
Management for retail, office, industrial and apartment properties across western Kern County. Explore property operations, tenant communication, financial reporting and maintenance coordination, plus CAM and NNN reconciliations for applicable commercial leases.
Explore Commercial & Apartment ManagementManagement support for rental homes and other residential properties. Explore help with tenant placement, day-to-day management, owner visibility and maintenance coordination.
Explore Residential Property ManagementOwn apartments? Start with Commercial & Apartment Management.
Commercial real estate
Find the support that matches your role and your plans.
For property owners seeking tenants. Discuss your commercial space, leasing priorities and landlord representation.
Explore Commercial LeasingFor owners considering a sale and buyers considering a commercial property. Discuss your goals, timing and the representation you need.
Explore Sales & AcquisitionsFor businesses considering commercial premises. Discuss your space requirements, location priorities and lease decisions.
Explore Tenant RepresentationCase studies
Explore Heritage’s work with local property owners: correcting missed commercial lease billing, documenting conditions at vacant buildings, and bringing a Bakersfield rental back into occupancy.
Explore our case studiesExperience behind the work
Sunny brings commercial brokerage and property management experience to Heritage. He holds the Certified Property Manager designation from IREM and an MBA from the USC Marshall School of Business.
Before Heritage, Sunny built Synergy Real Estate & Property Management to more than 400 units under management.
Other services
Explore support for buying or selling a home, including representation, responsibilities and fees.
Explore Residential SalesHeritage helps property owners with minor maintenance and coordination of work performed by outside contractors. Heritage is not a licensed California contractor. Direct maintenance is limited to work Heritage may lawfully perform.
Explore Maintenance & Vendor Coordination
Sunny is extremely knowledgeable with Real Estate. Putting his clients best interests first, and getting the job done in a professional manner. Highly recommend him!
Best people best service and then never leave you hanging recommend everyone if you are going to buy a house very helpful
Sunny is an excellent example of a real estate agent that cares for his customers. He made the stressful process easier to go through. Me and my family are thankful for his help accomplishing our dream of owning a house.
Sunny is a very knowledgeable guy. With his education background and experience he can really help the investors in real estate find value and opportunities. I like that he can really dive deep into the numbers
"Authenticity "is the word of the day when describing Sanjeev Advani and the synergy team. They have a genuine concern for the well being of their clients.
Sanjeev was able to explain the buying and selling process to us in a way that we could understand. although it was obvious he was involved in much larger real estate ventures then ours. He still took his time with us. Offering wise counsel when asked to do so. He was able to give us a clear understanding of what the market had to offer. He gave honest advice. With no agenda other than making a happy client.
He left us impressed with his work ethic and quick responses to our many requests. I confidently recommend Sanjeev Advani for all real estate needs big and small.
Sunny was a great help in finding me and my family our first home. They kept us involved throughout the process and were very prompt in returning phone calls and answering our questions.
My wife and I had a wonderful home buying experience with Sunny and his team. He is very knowledgeable and quick to give you the answes you need. He personally took the time to be at our home inspection and came back to the property to make sure all repairs in our new home were completed as we could not personally be there ourselves. We are incredibly happy and appreciate all the services provided by Sunny and the Synergy team we highly recommend them. thank you
Great team thanks for all the help
Positive: Professionalism, Quality, Responsiveness, Value
Positive: Professionalism, Quality, Responsiveness, Value
I truly appreciate working with this organization. Thank you so much!
Positive: Professionalism, Responsiveness
I highly recommend Synergy Property Management for real estate Investments Properties. Sunny helped me a lot in choosing the right property, and he was very knowledgeable of the different areas of town.
Very glad I decided to go with Synergy.
Positive: Professionalism, Responsiveness
Synergy Property Management is a full service real estate company. The staff team in the office is very responsive and friendly. They will always call back and follow through. The office broker Sanjeev (Sunny) is extremely knowledgeable of property valúes and rent rates. Sunny is an experienced real estate professional and property manager. I highly recommend trusting Synergy Property Management for your real estate and property management needs.
Positive: Professionalism, Responsiveness
This group of people are responsive, professional and understanding. They make the user experience very nice.
Positive: Professionalism
Positive: Professionalism, Quality, Responsiveness
Since we have gone through the pandemic I was ignored until I found this place now . They we're quick and I got in quickly and I'm more than happy I highly recomend
I could not be happier with Sunny and Synergy. Sunny walked me through the process of buying my first rental including all of the numerous questions I had about the process as a new investor. He took the time to explain how his company works and drove me all around Bakersfield on a couple of occasions filling me in on the characteristics of the different areas. Since I have rented out my property Synergy has been able to find me tenants quickly and are prompt about letting me know about any maintenance issues and can get them fixed quickly. Having Synergy manage my property has made being a landlord a very passive investment for me. I look forward to buying more properties and building my portfolio with Sunny and Synergy.
Positive: Professionalism, Quality, Responsiveness
Sunny and his team provided excellent service and communication throughout the entire process. Very glad I made the decision to go with Synergy.
Positive: Professionalism
Very professional! Worked with Sunny and his team and they seem very friendly and hopefully I work with them in a near future. Wish the best for them!
Positive: Professionalism, Quality, Responsiveness, Value
Sunny is great. Being Bakersfield natives, my husband and I were specific as to where we wished to purchase our first home. He never deviated. He also knew what we wanted and kept our vision in mind with each house tour and this made our home shopping a personable experience from beginning to end. We look forward to continue working with him on any future home purchase and highly recommended his services.
Positive: Professionalism, Responsiveness
We worked with Sunny who was very knowledgeable of different areas of town and was able to provide info on future developments in different places around town in order to help us choose the right home in an area where the city is growing.
Positive: Professionalism, Quality, Responsiveness, Value
They are knowledgeable about the technologies and are helping me to find a good tenant diligently.
Thank you, Sunny and John (^｡^)
For the last few weeks I have been working with Sunny Advani of Synergy Real Estate in Bakersfield. So far looks like I have made great deal on a great 4 plex with nice yield that I could have not gotten in the LA market. Alos Sunny has helped me learn about this market place and the opportunities in Bakersfield. He is on top of everything and gets back to me right away with any questions I have. I would highly recommend working with Synergy Real Estate.
Sunny and his team are very dedicated to their clients and provide the highest quality of service. They always return calls promptly and are making the most beneficial decision for us. We would highly recommend them for buying, selling, and managing rentals.
Very good and professional service!
Definitely check them out they are awesome and very nice people.
Check this place out they are awesome, good people.
Sunny and his team are the best in the business. Never have I felt at ease being a landlord then with this team.
Let's start with your question
Share the service you are considering, your general location and your main question. A short description is enough to begin.
Please don't include private financial information, tenant records, identity documents or other confidential information.
Heritage Real Estate & Management
Company DRE License 02376805
