Resources

The investment landscape is ever-changing, so we’re constantly seeking out opportunities to learn in the industry and beyond. And because we believe knowledge is best when shared, we maintain a library of educational content to help our clients, partners, and peers succeed.

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Explore Categories:

Passive Real Estate Investment

1031 Exchange

Delaware Statutory Trust

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Considering a Section 721 DST for Your 1031 Exchange

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.

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Utilizing a Qualified Opportunity Zone Fund as a Tax Mitigation Strategy

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

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Qualifying as an Accredited Investor

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.

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Integrating Passive Real Estate into Your Financial Portfolio

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.

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Delaware Statutory Trust (DST) Overview

The Delaware Statutory Trust (DST) has emerged as a popular vehicle for fractional ownership. Understanding DSTs may help with a 1031 Exchange.

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Passive Real
Estate Investment

Real estate has long been considered a sound investment due to its many potential benefits, but many investors are unaware that there are passive investment strategies, removing the responsibility of property management.

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Your 1031 Exchange Replacement Property Options

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.

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Introduction to IRC 1031 Tax Deferred Exchanges

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.

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Helpful Steps for a Successful 1031 Exchange

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

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5 Rules to Know If You’re In or Considering 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.

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The 10 Biggest Mistakes 1031 Exchange Investors Make

Many investors forgo the successful completion of their 1031 Exchange by making these avoidable mistakes.

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Case Study: Maximizing Benefits from Rental Property Sales

Mr. and Mrs. Walters have just retired at age 67 and 68. During the real estate downturn, they acquired three rental homes in the Central Valley for $200,000 each. They borrowed $140,000 on each. They did a refinance with cash out on two properties.

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Case Study: Deferring Tax Liability and Diversifying Proceeds in Ranch Sale

The Smiths sell a ranch in Central California and exchange into a new ranch in Arizona, but have a $350,000 tax liability.

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Case Study: Deferring Tax Liability and Diversifying Proceeds in Farm Sale

The Johnsons deferred a $725,000 tax liability and strategically diversified their proceeds to help manage risk and provide management-free income potential for their retirement.

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1031 Exchange

The requirements for a 1031 Exchange can be confusing. We’ve prepared a series of helpful information to best position you for success.

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Possible DST Exit Outcomes

Considering the various DST exit scenarios is crucial for ensuring the investment aligns with long-term financial goals and liquidity needs.

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Delaware Statutory Trust (DST) Overview

The Delaware Statutory Trust (DST) has emerged as a popular vehicle for fractional ownership. Understanding DSTs may help with a 1031 Exchange.

Read More →

Case Study: Maximizing Benefits from Rental Property Sales

Mr. and Mrs. Walters have just retired at age 67 and 68. During the real estate downturn, they acquired three rental homes in the Central Valley for $200,000 each. They borrowed $140,000 on each. They did a refinance with cash out on two properties.

Read More →

Case Study: Deferring Tax Liability and Diversifying Proceeds in Ranch Sale

The Smiths sell a ranch in Central California and exchange into a new ranch in Arizona, but have a $350,000 tax liability.

Read More →

Case Study: Deferring Tax Liability and Diversifying Proceeds in Farm Sale

The Johnsons deferred a $725,000 tax liability and strategically diversified their proceeds to help manage risk and provide management-free income potential for their retirement.

Read More →

Delaware Statutory Trust

The Delaware Statutory Trust (DST) has emerged as a popular vehicle for fractional ownership. Understanding DSTs may help with a 1031 Exchange.

Resources Collection

Capital Gains Tax Strategies for Selling Farmland, Ranches, or Vineyards

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.

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Case Study: Deferring Tax Liability and Diversifying Proceeds in Ranch Sale

The Smiths sell a ranch in Central California and exchange into a new ranch in Arizona, but have a $350,000 tax liability.

Read More →

Case Study: Deferring Tax Liability and Diversifying Proceeds in Farm Sale

The Johnsons deferred a $725,000 tax liability and strategically diversified their proceeds to help manage risk and provide management-free income potential for their retirement.

Read More →

Farm and Ranch

Defined by the IRS as property actively used to “cultivate, operate, or manage” land for profit, farmland must be used as a major profit source.

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Case Study: Maximizing Benefits from Rental Property Sales

Mr. and Mrs. Walters have just retired at age 67 and 68. During the real estate downturn, they acquired three rental homes in the Central Valley for $200,000 each. They borrowed $140,000 on each. They did a refinance with cash out on two properties.

Read More →

Case Study: Deferring Tax Liability and Diversifying Proceeds in Ranch Sale

The Smiths sell a ranch in Central California and exchange into a new ranch in Arizona, but have a $350,000 tax liability.

Read More →

Case Study: Deferring Tax Liability and Diversifying Proceeds in Farm Sale

The Johnsons deferred a $725,000 tax liability and strategically diversified their proceeds to help manage risk and provide management-free income potential for their retirement.

Read More →

Case Studies

Learn how others have maximized benefits and managed risk through successful 1031 Exchanges and passive real estate investments.

Network Tap
On Demand

Our Network Tap Webinar series provides an opportunity for attendees to learn about a variety of pertinent real estate, tax, estate planning, and investment topics directly from the trusted professionals in our partner network. View previously recorded webinars right here, and stay tuned for upcoming live webinars on our events calendar.

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Breaking Down the Levels of Asset Protection Planning

In today’s world, protecting your hard-earned assets is essential for financial security and peace of mind. Join Attorney Craig Redler for this recorded webinar, where he will break down the levels of asset protection planning and explore the proactive steps you can take to safeguard your lifestyle, future plans, and retirement against potential legal threats.

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Ask the Expert: Unraveling the Mysteries of 1031 Exchanges

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

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The Five Questions of Your Financial Life: Where Artificial Intelligence Falls Short

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.

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Ensuring Your Family is in Good Hands: Navigating Estate & Legacy Planning Beyond the Legal Docs

Join us for this recorded estate planning webinar with Sarah Grifferty, Founder & CEO of LooseEnds, which goes beyond the traditional legal aspects of estate planning to delve into the practical and emotional steps needed to ensure your loved ones are well-prepared and supported.

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Decoding Tax Reporting for DSTs

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.

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Introduction to IRC 1031 Tax Deferred Exchanges

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.

Read More →

Resources Collection

IRS Approves 1031 Extensions for Taxpayers Affected by California Wildfires

On January 10, 2025, the IRS announced tax relief for taxpayers impacted by wildfires in California. Make sure you understand your options for taking advantage of this disaster relief.

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2025 Real Estate Market Forecasts from Industry Thought Leaders and Analysts

We’re rounding up insightful real estate market forecasts for 2025 from thought leaders and analysts across the industry.

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Legacy’s 2024 Year in Review

As the end of 2024 draws near, we’re proud to look back on all we accomplished together this year. Read our company’s recap of 2024, what we’re looking forward to in 2025, and personal holiday favorites from our team.

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Legacy Investments & Real Estate’s Jamie Furlong Honored as a Sacramento Business Journal 40 Under 40 Award Recipient

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.

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Legacy Investments & Real Estate Has Joined the 1031 Capital Solutions Strategic Alliance

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.

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Don’t miss the QOZ Program September 11th Deadline for the Investment of 2023 K-1 Partnership Gains

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.

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Breaking Down the Expanding Access to Capital Act of 2023

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.

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2024 Real Estate Market Forecasts from Industry Thought Leaders and Analysts

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

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Breaking Down the Opportunity Zones Transparency, Extension and Improvement Act

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.

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Legacy’s 2023 Year in Review

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.

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Industry Updates

Stay up-to-date with pertinent updates on the real estate investment industry and Legacy Investments & Real Estate.

thumbnail graphic front of PDF download making the financial decision to 1031 exchange or not

Worksheet

Making the Financial Decision to Exchange or Not

When considering a 1031 Exchange, you may find it helpful to review not only why you’re selling, but also your expected return for a 1031 Exchange investment compared to a non-1031 Exchange. Our complimentary worksheet can be a great resource when making the financial decision to exchange or not.

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