Legacy’s 2023 Year in Review
Reflecting on 2023
With 2023 at a close, there is no better time to look back on the past year to celebrate all we’ve accomplished together. At Legacy, our success will always be based upon the success of our clients – This year we had the honor of helping our clients secure their financial legacy through passive investments in 27 new DST properties.
Our business grew to include 23 new families this year and countless new partner relationships. The Legacy crew expanded too with the addition of our newest registered representative, Erica. Driven by our belief that connection and knowledge are vital components of success, we helped facilitate monthly sponsor-hosted lunch events in the Bay Area, Central Valley, Los Angeles, Roseville, and San Diego. We even had the opportunity to travel to Vegas for Legacy’s sponsorship of CSTC's 2023 Tax Symposium!
Looking Forward to 2024
Looking forward to the year ahead, we are excited to expand our event offerings to include programs that qualify for Continued Education credits, customizable presentations for offices, and educational webinars with trusted industry professionals.
We had a great year in 2023, but we couldn’t have done it without you! Thank you for your continued support and partnership.
Our Team’s Year in Review
Legacy Investments & Real Estate is your 1031 Exchange replacement property partner.
Our sole purpose is to guide real estate investors through the 1031 Exchange process. Armed with a deep understanding of our clients’ unique needs and goals, we help identify and secure replacement properties that align with the legacy they want their investments to build.
Ready for professional, tailored guidance on your 1031 Exchange needs?
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