professional headshot of Jamie Furlong sitting casually in an office

Jamie Furlong

Managing Partner

jamie@legacyire.com
(916) 908-1031

1906 21st Street
Sacramento, CA 95811

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As the Managing Partner of Legacy Investments & Real Estate, LLC, Jamie Furlong helps investors unlock the power of passive real estate to build their financial legacy. She holds a Series 63 (Uniform State Securities Agent) license, a Series 22 (Direct Participation Programs Representative) license, as well as her Bachelor of Science in Mathematics and Economics from the University of Southern California. Utilizing the experience gained from her 250+ 1031 Exchange transactions as well as the full-spectrum access her dual securities licenses offer, Jamie creates custom investment strategies that align with her clients’ unique goals and needs. Recognized by her broker-dealer as the #13 top-producer overall in 2023 and the #1 top-producing female in 2022, Jamie is going above and beyond the status quo to set a new standard of expertise, service, and success in the real estate investment industry. 

Committed to exemplifying the foundational values of Legacy both personally and professionally, Jamie regularly facilitates opportunities to share her 1031 Exchange knowledge with commercial and residential real estate groups, estate planning councils, and CPA associations. When she is not connecting with her clients or industry peers, Jamie enjoys maintaining an active role in her community. She is Chair of the Sacramento CCIM chapter, holds a position on the board of The Rotary Club of Sacramento Foundation, is the District Officer Secretary for Rotary D5180, and travels internationally for service projects. In recognition for her work in her community and beyond, she was the recipient of the CalCPA Sacramento Chapter’s Distinguished Service Award in 2023. 

Jamie was named as a 40 Under 40 honoree by the Sacramento Business Journal in 2024.

Favorite Book:

A Christmas Memory by Truman Capote

Favorite Quote:

“Fix the problem, not the blame.”

Patrick Furlong

At the Top of my Bucket List:

To have a garden (and the time to tend to it)

  • What can your clients and partners expect when working with you?

    Complex financial and real estate knowledge shared in an accessible way, patience, and care.

  • What is your superpower?

    Grit.

  • What do you want your legacy to be?

    That I pursued joy, soulful human connections, reverence for the beauty of life, and a commitment to humility over ego.

Featured
Network Tap CE Webinar | Attract More High Value Clients with 1031 Exchanges and DSTs
Nov 20
Network Tap CE Webinar | Attract More High Value Clients with 1031 Exchanges and DSTs

Tax and finance professionals, please join us for this virtual Continuing Education Course sponsored by our partner, Bluerock. 1 Hour of CE credit is available for CFP®, CIMA®, CIMC®, CPA®, CPWA®, and RMA® designations.

Jamie’s Upcoming Events

Jamie’s Community Commitments

CalCPA Sacramento Chapter

  • Director of the Board, 2018-2021

  • Co-Chair of ABC Mixer, 2018-Current

  • Co-Chair of Emerging Professionals, 2018-Current

  • CalCPA Young and Emerging Professionals Statewide Committee, 2022-Current

  • Legislative Visits, Annually

  • Recipient of CalCPA’s Distinguished Service Award, 2023

CCIM

  • CCIM Candidate, 2021-Current

  • Northern California CCIM Chapter Board of Directors, 2023-Current

  • Sacramento District Committee Chair, 2023-Current

  • Sacramento District Committee Member, 2018- Current

Rotary Club of Sacramento

  • Member, 2018-Current

  • Co-Chair of Sac Century After Ride Festival, 2018-Current

  • Board of Trustees for the Rotary Club of Sacramento Foundation, 2019-2023

  • Secretary for the Rotary Club of Sacramento Foundation, 2023

  • Board of Directors for the Rotary Club of Sacramento, 2022-2024

  • Co-Chair of the Young Professionals, 2018-Current

  • Mentor in the Youth Incentive Program, 2019-2023

  • International Service Committee, 2022-Current

  • Sergeant-at-Arms: 2024-2025

  • PolioPlus Warrior: 2024

  • Paul Harris Fellow

Rotary District 5180

  • Grant Subcommittee Chair, 2022-2024

  • “Rotarian of the Year Nominee” 2024

Odyssey of the Mind Capitol Gold Region

  • Problem Judge, 2015-2017

  • Regional Treasurer, 2017-2022

  • Problem Captain, 2019-2022

Sacramento Valley Flower Collective

  • Member, 2017-Current

  • Secretary, 2017-2020

  • “Caring, Jamie was honest and forthright, giving me different options and treating me like a relative…no pressure and she was very respectful throughout the process.”

    Carol

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  • “Jamie was a consummate professional, articulate, knowledgeable, and proactive. She helped us navigate some complex situations and the resolution was great. I would highly recommend Jamie and her team for assistance with any investment / real estate consulting!”

    Mike

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  • “Jamie was instrumental in helping me navigate the 1031 Exchange/DST process….She helped me navigate the whole process from start to finish to ensure the strict timelines were met and find a suitable investment option that was in-line with my long term investment goals. ”

    Lawrence

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  • “Jamie helped us with a 1031 Exchange for one of our income properties. She listened to our needs on the replacement property, found the ideal property and guided us through the closing process, and most importantly met all the deadlines. After closing, Jamie continues to check in and help solve any issues that had arisen. That's great service!”

    George

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  • “Jamie is an exceptional professional in her field, and I highly recommend her without hesitation. Her attention to detail and personalized approach truly set her apart. She takes the time to thoroughly understand her clients' unique needs and circumstances, and tailors her approach accordingly. With Jamie, you can trust that your needs are her top priority, and that she will work tirelessly to ensure your complete satisfaction.”

    Logan

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  • “My wife and I would highly recommend Legacy Investment Real Estate. Jamie Furlong was very professional and helpful guiding us through the DST process. We could not have done it without her expertise.”

    David

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  • “We met Jamie through our real estate agent. We had commercial property and there was the potential of a significant tax on sale. Jamie navigated us, completely new to anything like this, through a 1031 exchange and DST process. It was seamless and easy. She's the best.”

    John B.

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  • “Jamie at Legacy has been wonderful! Knowledgeable, transparent, and communicative, we wish more companies treated customers with such high standards. We have referred a number of people over as a result. This company comes highly recommended.”

    Steve

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  • “We purchased three DST properties in the spring of 2022, using Jamie and Legacy as our broker. She did an excellent and very professional job of helping us pick properties, getting them purchased, and then other challenges such as paperwork necessary for taxes. The investments are performing well and we highly recommend her.”

    John G.

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  • “We purchased several DSTs through Jamie at Legacy. It was a very rewarding venture as Jamie conducted a lot of research to provide us with the best fit for our financial goals and needs…We would not hesitate one minute to recommend Jamie to others searching for this type of investment.”

    Charley

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  • “This was my first time doing a 1031 Exchange. Jamie was thorough and reassuring every step of the way, providing concise information about the process and the specific DST options. The process could not have been any smoother.”

    Larry

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  • “Jamie’s knowledge, communication, and concern for us was paramount. We never felt that she was “selling” us a program that only enhanced her or the company’s benefit. She always gave us the opportunity to ask questions or concerns, and gave us her professional opinion on all transactions. What a blessing it is to deal with Jamie because of her truly caring for us on all concerns.”

    Norm & Patricia

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