Concorde's National Conference: What We Took Away from San Diego
Last week, the Legacy team headed to San Diego for Concorde's National Conference, and it was the kind of week that reminds you why showing up in person still matters.
We attended educational sessions covering due diligence best practices, investment insights, and where the industry is heading. The conversations around AI, specifically how to safely and responsibly integrate it into daily workflow, were especially relevant as we continue to look for smarter ways to serve clients without losing the human element that defines how we work.
After the sessions wrapped each day, there was no shortage of connection. We joined our fellow 1031 Capital Solutions Strategic Alliance members for an evening dinner hosted by our sponsor partner Passco and also enjoyed an evening on the water hosted by our sponsor partner Starboard.
Natalie Merced on the National Stage
One of the highlights of the week was watching our own Natalie Merced take the stage as a panelist for the session Behind the Scenes Operations of Top Producers. Natalie shared her expertise in operations and administration, the kind of behind-the-scenes work that makes everything else possible, with an audience of financial professionals from across the country.
Watching Natalie represent our team on a national stage was a proud moment. The operations infrastructure she has helped build is a big part of how we are able to serve our clients and professional partners at the level we do.
Jamie Furlong: #2 Top Producer for 2025
We are proud to share that Legacy's Co-Founder and CEO, Jamie Furlong, was recognized by Concorde as the #2 top producer overall for 2025. It is a meaningful acknowledgment and a reflection of the trust our clients place in us every day.
Carrying It Forward
The opportunity to connect with fellow reps, strengthen relationships with the Concorde home office team, and meet with sponsor organizations reaffirmed how grateful we are to be part of the Concorde family. We came home with fresh ideas, stronger relationships, and a renewed sense of momentum that we're channeling directly into how we show up for our clients and partners every day.
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We are passionate in our pursuit to help every investor build their financial legacy by unlocking the power of passive real estate. Through custom strategies aligned to their unique goals and needs, we provide investors with the potential for all the benefits of real estate investing without the headaches of property management.
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