You’ve reached a point where you’re tired of landlording and the headaches that come with it. You are considering selling your current property, but assume your only options are to either pay the taxes or buy another property that requires management.

What few investors know is that there are passive options within a 1031 Exchange.

The Legacy team will guide you through the important details of a 1031 Exchange to help determine a suitable option. With your unique needs in mind, we create a proposal and plan to help achieve your investment goals. We make the process seamless and simple by handling all investment paperwork.

With 100% of the property management obligations taken care of by the sponsor company within the various exchange replacement options, your end result could be an investment portfolio with zero management obligations, ever.

You’re wondering if you're missing out on more income – especially if you’ve been investing for growth instead of income.

If you’d like to know whether or not you are missing an opportunity for higher income potential, we can help.

We can run a cash flow analysis of your current investment and help you model several scenarios to determine if it may give you the best potential income at a suitable risk level. Using this information and our 30+ years of real estate investment experience, we help you determine if a 1031 Exchange into other property(s) would be beneficial.

It's risky to have all of your eggs in one basket, but the current price of real estate can make it difficult to diversify.

Fractional ownership can often accommodate investment minimums of $100,000. This can make it easier to spread your wealth and diversify across property types, geographies, and management companies.

The tax liability on the sale of an investment property varies by state and income. No matter where you live though, the hit to your equity can be staggering. In some cases, the sale of an investment property can lead to out-of-pocket expenses, leaving you with no net equity and an additional loss. It’s essential that you talk to your CPA about your tax liability upon the sale of your investment property.

You'd like to potentially defer the tax liability, but aren’t sure what options are available to you.

Our experienced team is aware of 1031 options that many investors and advisors are not. We can help you compare all of your options–– including keeping your current property, paying the taxes, or executing a 1031 Exchange. If you choose to defer the taxes and execute a 1031 exchange, we will seamlessly guide you through the process to ensure all regulations are followed and no taxes are owed.

There are several circumstances when passing on real estate to beneficiaries can be burdensome or complicated –including If you have more than one heir, your heirs have full time jobs and no time to manage your real estate, or you’re concerned that decisions will have to be made together, which can be hard when involved parties have different needs, goals, and preferences.

We can help you determine a desirable option to facilitate and help streamline your estate planning. There are exchange options where beneficial interests can be bequeathed to different individuals or organizations in varying amounts.

Heirs/Beneficiaries will inherit their prorate share of your DST ownership interests, pursuant to your estate plan. Each beneficiary’s ownership will be entirely separate from the other, eliminating the need for beneficiaries to agree on what to do with the proceeds once you pass away.

You are a high income earner and have already maxed out your 401k contributions and the “traditional” investment options available through your financial planner. You’d like to continue investing and take advantage of market opportunities while diversifying from the “traditional” investments in your current portfolio.

Many of the funds offered at Legacy can often accommodate investment minimums of $25,000. This makes them more accessible to investors that want to include passive real estate in their overall investment diversification strategy or investors looking to take advantage of market opportunities, imbalances, or “black swan” events. We will work with you to create a plan tailored to your specific financial goals.

You’ve received a step up in basis on your real estate holdings after the death of your spouse or family member. You’d like to discuss if you should keep (and manage) your current real estate or transition into passive real estate.

Our experienced team can help you compare all of the options– including keeping and managing your current property or executing a 1031 Exchange to transition into a management-free, passive real estate investment. 

If you choose to execute a 1031 Exchange, we will seamlessly guide you through the process to ensure all regulations are followed and no taxes are owed.

You have a self-directed retirement account, such as a self-directed IRA or 401(k) and want to take advantage of the account as a way to add private real estate investments into your portfolio.

Many of the funds offered at Legacy qualify for retirement accounts and allow investors to potentially grow their retirement savings through tax-advantaged, passive real estate investments. We will work with you to create a plan tailored to your specific retirement needs and financial goals.