DST University: Elevating the Conversation Around 1031 & Investor Strategy
A Q&A with Jamie Furlong, Co-Founder & CEO at Legacy Investments & Real Estate and a recognized leader in the passive real estate space
This article was originally featured in the April 2026 issue of Sacramento Real Producers Magazine.
Following her participation in the Industry Roundtable event, Sacramento Real Producers sat down with Jamie to discuss why education around passive exchange strategies matters to today’s clients and how this knowledge helps top producers operate at a higher strategic level.
Q: Why does this education matter right now?
Jamie: Because the investor landscape has changed.
We’re seeing more landlords who are tired of active management and considering retirement, more long-term owners that are looking for cleaner estate planning solutions, and more investors concerned about capital gains exposure.
Passive exchange strategies like Delaware Statutory Trusts (DSTs) address these issues and have gained significant popularity as a 1031 replacement option. If you don’t understand how they work, you’re potentially missing opportunities for your clients and your business.
Q: How can agents become educated on passive exchange strategies like DSTs?
Jamie: The most efficient place to start is attending DST University through Legacy Investments & Real Estate. This comprehensive educational program equips real estate professionals with advanced knowledge of Delaware Statutory Trusts (DSTs) and their role within 1031 Exchanges. The program focuses on helping agents think like investors, elevate listing conversations, and expand opportunities within their existing databases.
Q: Who should attend DST University?
Jamie: Any real estate professional or advisor that is interested in expanding their business and serving clients at a higher level. Basically, if you’ve ever had a seller say, “I’d list if I didn’t have to pay so much in taxes,” this education is for you.
Q: What will attendees actually walk away with?
Jamie: Our “graduates” walk away with both strategic knowledge and practical tools they can immediately apply.
They gain the confidence to navigate conversations around tax deferral, passive income strategies, and long-term planning. They also develop sharper insight into investor motivations and learn how to identify opportunities within their own database.
Beyond education, they gain access to business-building tools, ready-to-implement marketing strategies, and Legacy’s experienced advisory team to help attract and serve high-value, tax-conscious clients.
Q: How does this benefit agents directly?
Jamie: It creates differentiation. The ability to discuss multiple exit strategies with your client immediately elevates the conversation and builds trust. Sellers feel like you’re protecting their equity, not just marketing their property.
As markets shift and tax laws evolve, investor needs become more and more complex. The agents who stay ahead are the ones who think beyond the transaction and position themselves as strategic advisors.
DST University exists to help Sacramento’s top professionals do exactly that.
Get more information about upcoming DST University sessions or how to schedule a private course for your team here.
Legacy Investments & Real Estate is your partner in passive real estate investment.
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.
Ready for professional, tailored guidance on your passive real estate investment needs?
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