As a Fresno native, Patrick Furlong spent his life surrounded by the rich farmland of California’s Central Valley. Throughout his 40 year career in commercial real estate finance and sales, he cultivated deep connections with many of the hard working families who grew their wealth through farming. Because of these roots, Patrick held a unique understanding of the complex issues farmers faced when transitioning their land into their legacy.

Despite being ready to retire and finally enjoy the fruits of their lifelong labor, many farmers found themselves trapped by the looming capital gains tax bill that would come with selling their land. Hesitant to move forward, most didn’t realize that they had other options that could help them defer taxes, preserve their wealth, and transition into the next chapter of life with confidence.

The highly transactional approach of many investment firms left farmers, landlords, and everyday investors without the education or guidance they needed to make an informed decision and achieve their best version of success. At a time when few in the industry were paying attention, Patrick recognized the need for a firm built on ongoing guidance, education, and genuine care.

In 2015, he created Legacy Investments & Real Estate to better serve investors navigating the complexities of a 1031 Exchange. Through his unique approach of offering investors a range of traditional and passive replacement property options while empowering them with education, Patrick built a business rooted in relationships and genuine value rather than volume, filling a void that had long existed in the marketplace.

As demand for services grew, Patrick’s daughter Jamie joined Legacy in 2018. With her background in economics and experience in building small businesses, she brought fresh ideas, streamlined processes, and modern technology that helped elevate and personalize the client experience.

The values Patrick exemplified in his daily life are the foundation which Legacy is built upon. He believed that true success came through partnerships built on honesty, integrity, and shared purpose. He understood that knowledge was always best when shared and constantly sought to elevate industry standards to better serve his clients.

At the heart of it all was his lifelong commitment to creating meaningful connections through community. Patrick enjoyed serving his local Fresno community through various organizations, including Rotary; a tradition that Jamie is proud to carry on.