About Us
We’re doing things differently to lead the real estate investment industry forward.
At Legacy Investments & Real Estate, we want the way we take care of and advocate for our clients to inspire new service standards, improve policies, and progress the landscape for all investors.
Our Mission
We exist to help every real estate investor achieve their best version of success in a 1031 Exchange, by providing the most quality, tailored expertise and service
Our Services
1031 Exchange Replacement Properties
1033 Exchange Replacement Properties
Delaware Statutory Trusts
Opportunity Zone Funds
Oil and Gas Programs
Private Placement Real Estate Investment Funds
Self-Directed IRA Real Estate Investment Funds
Tax Advantaged Real Estate Investment Funds
Our Process
01.
Tell us your story
We use an extensive new client profile to ensure that we fully understand your short-term and long-term financial goals and needs. We communicate with your other advisors, such as CPAs or lawyers, to ensure everyone is on the same page about objectives, tax consequences, timelines, and responsibilities.
02.
Review your custom proposal of replacement properties
Based on your profile and investment objectives, we refine acquisition targets until your goal properties are found. Our extensive due diligence process results in properties that fit your risk/ reward ratio.
03.
Close on desired properties
Once your target properties are identified, we handle all of the negotiating and closing processes, helping to navigate any uncertainties of 1031 exchanges.
04.
Stay in touch
Once you successfully close on your replacement property(s), we stay in regular contact with you as we monitor your investments. We are available to answer your questions about current and future investments.
We take our legacy seriously
Our core strengths define us and set us apart
Dual licenses
The full-spectrum access and unique expertise created by our dual real estate and securities licensing unlocks proprietary, high-quality inventory and offers an increased level of visibility and flexibility in exchange structures.
Singular focus on replacement properties
We believe a diluted focus never leads to true expertise. Instead of trying to offer a little bit of everything, we’ve exclusively devoted our entire practice to guiding investors through the 1031 Exchange process.
High quality sponsors
With the individual goals of each of our clients in mind, we hand-select the properties that we believe will best position them for success. We are committed to working with leading sponsors to offer our clients high-quality options.
Utmost client care
We believe in going above and beyond the status quo to achieve a new standard of expertise, service, and success. Throughout the exchange process, we offer a seamless experience that works to alleviate stress by keeping all involved parties aligned on objectives, timelines, and responsibilities.
Meet the Team
Our Broker-Dealer
Licensed as Registered Representatives, the advisory team at Legacy Investment Real Estate, LLC can buy and sell securities such as stocks, bonds, and mutual funds for clients. As required by law, our team is sponsored by a firm registered with the Financial Industry Regulatory Authority (FINRA), known as a Broker-Dealer.
Our broker-dealer, Concorde Investment Services, is a nationally registered FINRA and SIPC broker-dealer, licensed in all 50 states to provide a full range of financial services. Concorde provides services on an independent basis, ensuring that—in contrast with bank-owned, insurance-owned, or wire house operators—Legacy representatives are not beholden to any outside entities. Concorde takes an agnostic approach to a wide range of financial solutions, equipping our team with the resources needed to provide financial solutions that meet the financial goals and objectives of our clients.
Our relationship with Concorde Investment Services offers access to an infrastructure utilizing the latest technology and in-depth back-end support to best position our clients for success.
Uncompromising Values
Our core beliefs create the foundation Legacy is built on
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To truly drive change and lead the industry forward we must challenge ourselves to be better tomorrow than we are today. We aren’t afraid to do things differently or hold ourselves to higher standards. Our clients and partners deserve nothing less than excellence and we believe in going above and beyond to provide that.
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We firmly believe that relationships should never be just another means to an end. Instead, we strive to cultivate true partnerships based on collaboration, honesty, integrity, and shared goals.
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It would be easy to rest upon the laurels of our decades-spanning success, but the ever-changing nature of the investment landscape inspires us towards more. Our endless curiosity and desire for growth keep us seeking out opportunities to learn in the industry and beyond. Because we believe knowledge is best when it is shared, we continuously create educational content, offer webinars, and host events to help our clients, partners, and peers succeed.
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We are passionate in our pursuit to create a new standard of expertise, service, and success for the real estate investment industry. With authenticity and integrity at the heart of all we do, we care for our clients and their investments with thoughtful attention and the utmost consideration.
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Recognized as vital components to creating an inspired life, we believe connection and community are vital for businesses too. Because of this, we are committed to showing up in spaces where like-minded people can create something bigger, together. When those spaces don’t exist, we take the responsibility upon ourselves to create them and continue cultivating a community that helps us all flourish.
