Legacy’s 2024 Year in Review
Reflecting on 2024
As the end of 2024 draws near, I’m proud to look back on all we accomplished together this year. At Legacy, our success will always be based upon the success of our clients–This year we had the honor of helping our clients secure their financial legacy through passive investments in 27 new DST properties. Our business grew to include 26 new households and countless new partner relationships.
Lots of miles were logged as the team toured investment properties in Midland, Houston, St Louis, and Milwaukee, and helped facilitate industry networking and educational events in the Bay Area, Central Valley, Los Angeles, Roseville, and San Diego. I had the opportunity to speak on a panel at Concorde’s annual meeting in Michigan and present alongside two of Legacy’s professional partners at CSTC’s 2024 Tax Symposium in Reno.
Driven by our belief that knowledge is best when shared, we launched our Network Tap partner webinar series and expanded our event offerings to include programs that qualify for Continued Education credits. Legacy became a member of the 1031 Capital Solutions Strategic Alliance this year, allowing us to enhance the resources and level of expertise we offer our clients and partners in 2025 and beyond.
Our team continued to hold leadership roles in professional organizations including CalCPA, CCIM, Rotary, and FPA. I’m proud to say I was named a 40 Under 40 honoree by the Sacramento Business Journal and maintained my position on Concorde’s Annual Top Producer List.
Looking Forward to 2025
In 2025, we remain steadfast in our commitment to Legacy’s core values of raising the bar, cultivating true partnerships, and fostering connection. These principles will continue to guide everything we do as we help our clients build and preserve their financial legacies. As we prepare for the year ahead, I want to express my deepest gratitude for the trust and support of our clients, partners, and team. Your collaboration, dedication, and shared vision make everything we do possible, and I am continually inspired by the opportunity to serve such an incredible community.
Jamie Furlong, Managing Partner at Legacy Investments & Real Estate
We had a great year in 2024, but we couldn’t have done it without you! Thank you for your continued support and partnership.
Building Our Legacy: Our Team’s Favorite Holiday Traditions
Legacy Investments & Real Estate is your partner in passive real estate investment.
We are passionate in our pursuit to help every investor build their financial legacy by unlocking the power of passive real estate. Through custom strategies aligned to their unique goals and needs, we provide investors with the potential for all the benefits of real estate investing without the headaches of property management.
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