We’re proud to announce that Managing Partner Jamie Furlong has been recognized as one of the Sacramento Business Journal’s prestigious 40 Under 40 honorees for her exceptional leadership, professional success, and deep commitment to her community.

We're excited to announce our membership to the 1031 Capital Solutions Strategic Alliance, a transformative initiative that sets a new standard of excellence across the real estate investment industry by creating a shared platform of cutting-edge technology, advanced tools, and best-in-class teams.

Watch the replay of our interactive, question-and-answer format “Ask the Expert” webinar with Bill Exeter to demystify 1031 Exchange transactions.

Commonly referred to as an Umbrella Partnership Real Estate Investment Trust (UPREIT) transaction or a 721 Exchange, Section 721 of the Internal Revenue Code provides investors who are interested in selling their real estate assets an alternative strategy to defer capital gains taxes on the property sale.

Join Corey Silva, Senior Regional VP, Bluerock Capital Markets as he explores the limitations of Artificial Intelligence in addressing the crucial questions of your financial life in this recorded webinar.

Investors with K-1 partnership gains realized anytime in 2023 may still be eligible to participate in the QOZ Program along with the associated tax benefits until September 11, 2024.

Despite its potential to offer benefits for all kinds of capital gains taxes, the Qualified Opportunity Zone (QOZ) Program is often overlooked by investors.

Join guest speaker Larry Pon, CPA/PFS, CFP, EA, USTCP, AEP as we delve into the important details you should know when you or your client report a tax return with a DST investment in this recorded webinar.

When evaluating replacement properties, you must consider whether you’re interested in managing your new property or if it could require additional capital expenditures in the future. Understanding the various replacement property options and their benefits could be a key component in achieving your goals.

Join one of Legacy's professional partners and Qualified Intermediary, Russell Marsan, as he breaks down the foundational concepts of 1031 Exchanges and the role of a Qualified Intermediary in this recorded webinar.

On March 6th, 2024, the House of Representatives passed the Expanding Access to Capital Act of 2023 (H.R. 2799). Learn more about its provisions and implications.

We’re rounding up insightful real estate market forecasts from thought leaders and analysts across the industry.

In September of 2023, the US House of Representatives introduced the “Opportunity Zones Transparency, Extension and Improvement Act” (H.R. 5761). Understand the highlights of this bipartisan legislation.

With 2023 at a close, there is no better time to look back on the past year to celebrate all we’ve accomplished together. Read our company’s recap of 2023, what we’re looking forward to in 2024, and personal years-in-review from our team.

Many of the passive real estate investment strategies offered with Legacy are not available to the general public and require you to be an accredited investor. Here are the requirements to qualify for this classification.

While the concept of investing in real estate is nothing new, many investors are still unaware that their options for real estate investments extend beyond the purchase and management of physical properties.

The U.S. House of Representatives recently passed the Equal Opportunity for All Investors Act of 2023, which would allow U.S. investors an alternative route to participate in private markets and help more people enjoy the benefits of passive real estate investing.

Capital gains tax can’t be avoided when selling farmland, but by utilizing these strategies it is possible to defer or reduce the amount of taxes owed.

A successful exchange doesn’t have to be confusing or stressful. Here are ten basic steps to complete a 1031 Exchange.

The strict requirements of a 1031 Exchange only add to the complexity of the process. Here are the five critical rules for a successful 1031 Exchange.