By leading with integrity and fearlessly challenging the status quo in a traditionally male-dominated industry, Jamie Furlong is proving that fiduciary care, collaboration, and education can coexist with top-tier production.

Yes—DSTs qualify as 1031 Exchange replacement property per IRS Rev Ruling 2004-86. Learn how DST ownership meets the like-kind requirement.

A Delaware Statutory Trust lets real estate investors own fractional interests in institutional-grade property. Here’s how DSTs work and who they’re designed for.

Legacy Investments & Real Estate Welcomes Ryan Edde as Registered Representative, Real Estate Securities, Serving the Reno / Tahoe Region

What counts as like-kind property in a 1031 Exchange? Learn the IRS definition and which property types qualify so you can plan your exchange with confidence.

1031 Exchange investors have just 45 days to identify replacement property and 180 days to close. Here’s what you need to know to stay on track.

REITs do not qualify as 1031 Exchange replacement property under IRS rules. Explore DSTs and 721 exchanges as IRS-approved alternatives.

REITs and DSTs both offer passive real estate exposure—but only one qualifies for a 1031 exchange. Here’s what you need to know before you invest.

Learn how investors use Qualified Opportunity Zone funds to defer capital gains taxes and invest in high-growth communities across the U.S.

Not every investor is a fit for a DST. Accredited investors: ask yourself these key questions before committing to a Delaware Statutory Trust investment.

From passive ownership to estate planning, discover the key benefits of using a DST in your 1031 Exchange—and whether it aligns with your investment goals.

The Legacy team traveled to San Diego, CA to enjoy an inspiring and educational three days at our broker dealer, Concorde’s, Annual Conference. Read our recap here.

Boot can derail a 1031 Exchange and trigger unexpected taxes. Understand the most common causes—cash boot, mortgage boot, and more—before your deal closes.

Curious about DST investing? Learn how a Delaware Statutory Trust works, who qualifies, and how it fits into a 1031 Exchange strategy step by step.

Learn why tracking your investment performance is critical to maximizing returns, reducing risk, and building long-term wealth.

Join us for this recorded estate planning webinar with Sarah Grifferty, Founder & CEO of LooseEnds, which goes beyond the traditional legal aspects of estate planning to delve into the practical and emotional steps needed to ensure your loved ones are well-prepared and supported.

One of the most common 1031 Exchange mistakes investors make is having no backup plan. Here’s how to protect your exchange before the clock starts ticking.

Discover how a Delaware Statutory Trust qualifies as 1031 Exchange replacement property—passive income, no landlord duties, institutional-grade assets.

Prorated rents and security deposits can trigger taxable boot in a 1031 Exchange. Here’s how to structure your contract correctly to stay fully tax-deferred.

Follow these three rules to avoid boot in your 1031 Exchange and preserve your full tax deferral. Learn how DSTs can help close the gap.