JoAnne’s Words

“Jamie Furlong and team are first-rate professionals. We connected with her on the advice of our CPA, as we prepared to sell our fourplex in midtown. Jaime is a natural teacher. She explained the nuances of 1031 exchanges and exchangeable properties with the goal of our understanding what she was explaining. This distinguished her from some financial advisors we have worked with, whose "explanatory" goals seem more about trying to sound knowledgeable by throwing a lot of insider-speak jargon around.

Jamie was infinitely patient with us, especially given the starts and stops of selling a property in this market. She addressed our (sometimes idiosyncratic) concerns about replacement properties and respected our anxiety about diversifying our risks with this new type of investment. We are a year out from our sale and exchange. Everything went smoothly process-wise. Importantly, our DST investments are performing as projected (phew). We are grateful for the found time associated with having one fewer rental property to tend to. We wish we had done this sooner.

Jamie's commitment to customer service and support before, during and after our purchase of exchange properties has been extraordinary, as is her (and her team's) attention to detail. We cannot say enough positive things about our experience with Jamie and Legacy Investments. We feel very fortunate for our CPA's recommendation and that she was willing to take us on as clients.”

The above testimonial is representative of the experience of a Legacy IRE (or Concorde Investment Services, Inc.) client whose full name has not been disclosed to maintain customer anonymity. The testimonial may not be representative of the experience of other customers and is no guarantee of future performance or success.