About Us
We’re doing things differently to lead the real estate investment industry forward.
At Legacy Investments & Real Estate, we want the way we take care of and advocate for our clients to inspire new service standards, improve policies, and progress the landscape for all investors.
Our Mission
We exist to help every investor build their financial legacy by unlocking the power of passive real estate investment.
Our Services
1031 Exchange Replacement Properties
1033 Exchange Replacement Properties
Delaware Statutory Trusts
Opportunity Zone Funds
Oil and Gas Programs
Private Placement Real Estate Investment Funds
Self-Directed IRA Real Estate Investment Funds
Tax Advantaged Real Estate Investment Funds
Our core strengths define us and set us apart
Wealth professionals and real estate experts
We uniquely hold both real estate and securities licenses, and in addition to our 30+ years of experience, are constantly pursuing additional training and ongoing education. This full-spectrum access and knowledge offers greater flexibility in exchange structures, helps minimize blind spots, and allows us to build a full picture of your larger financial plan.
Singular focus on passive real estate investment strategies
We believe a diluted focus never leads to true expertise. Instead of trying to offer a little bit of everything, we’ve exclusively devoted our entire practice to helping investors with passive real estate investment. This specialization means we have deep knowledge of the space and strive to be at the forefront of the industry.
Highest standards for properties and sponsors
Backed by a rigorous evaluation process, we are committed to working with leading sponsors to offer our clients high-quality options with managed risk. With the individual goals of each of our clients in mind, we hand-select the properties that we believe will best position them for success.
Utmost client care
Not only are we required by law to act in our clients’ best interests, it’s a core component to our belief system. We’re committed to going above and beyond the status quo to achieve a new standard of service, through truly tailored guidance and an unwavering focus on the client experience. We’ll always be there to answer your questions or address your concerns. Helping you achieve your best version of success is our priority.
Meet the Team
Learn About Our Sponsors
Our Broker-Dealer
Licensed as Registered Representatives, the advisory team at Legacy Investment Real Estate, LLC can buy and sell securities such as stocks, bonds, and mutual funds for clients. As required by law, our team is sponsored by a firm registered with the Financial Industry Regulatory Authority (FINRA), known as a Broker-Dealer.
Our broker-dealer, Concorde Investment Services, is a nationally registered FINRA and SIPC broker-dealer, licensed in all 50 states to provide a full range of financial services. Concorde provides services on an independent basis, ensuring that—in contrast with bank-owned, insurance-owned, or wire house operators—Legacy representatives are not beholden to any outside entities. Concorde takes an agnostic approach to a wide range of financial solutions, equipping our team with the resources needed to provide financial solutions that meet the financial goals and objectives of our clients.
Our relationship with Concorde Investment Services offers access to an infrastructure utilizing the latest technology and in-depth back-end support to best position our clients for success.
Our Strategic Alliance Membership
We’re proud to be a member of the 1031 Capital Solutions Strategic Alliance. This transformative initiative 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. By bringing together industry-leading resources and expertise, the 1031 Capital Solutions Strategic Alliance redefines the client experience, offering unparalleled access to data-driven insights, comprehensive analysis, and personalized support.
This strategic alliance significantly enhances the expertise and resources available to clients by combining the strengths of both Legacy Investments & Real Estate and 1031 Capital Solutions. Clients benefit from access to a broader pool of knowledge and experience, as our teams work together to offer the most informed and strategic investment advice.
Uncompromising Values
Our core beliefs create the foundation Legacy is built on
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To truly drive change and lead the industry forward we must challenge ourselves to be better tomorrow than we are today. We aren’t afraid to do things differently or hold ourselves to higher standards. Our clients and partners deserve nothing less than excellence and we believe in going above and beyond to provide that.
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We firmly believe that relationships should never be just another means to an end. Instead, we strive to cultivate true partnerships based on collaboration, honesty, integrity, and shared goals.
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It would be easy to rest upon the laurels of our decades-spanning success, but the ever-changing nature of the investment landscape inspires us towards more. Our endless curiosity and desire for growth keep us seeking out opportunities to learn in the industry and beyond. Because we believe knowledge is best when it is shared, we continuously create educational content, offer webinars, and host events to help our clients, partners, and peers succeed.
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We are passionate in our pursuit to create a new standard of expertise, service, and success for the real estate investment industry. With authenticity and integrity at the heart of all we do, we care for our clients and their investments with thoughtful attention and the utmost consideration.
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Recognized as vital components to creating an inspired life, we believe connection and community are vital for businesses too. Because of this, we are committed to showing up in spaces where like-minded people can create something bigger, together. When those spaces don’t exist, we take the responsibility upon ourselves to create them and continue cultivating a community that helps us all flourish.
