Legacy Investments & Real Estate Has Joined the 1031 Capital Solutions Strategic Alliance
November 25, 2024
We’re pleased to announce our membership to 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.
Legacy’s decision to join the 1031 Capital Solutions Strategic Alliance reflects our commitment to continuously deliver the highest level of service and innovation to you, our clients and partners. As members, we gain access to industry-leading resources, cutting-edge technology, and a team of experts who share our vision for creating tailored investment strategies. This affiliation enables us to focus on what matters most—seamlessly guiding you through successful, informed real estate investments.
The partnership between Legacy Investments & Real Estate and 1031 Capital Solutions is rooted in a shared commitment of excellence and pushing the boundaries of what is possible in the real estate investment industry.
“Legacy’s decision to join the 1031 Capital Solutions Strategic Alliance reflects our ongoing commitment to not only meet the current needs of our clients, but to anticipate and adapt to their future goals as well. We look forward to joining 1031 Capital Solutions as they redefine how real estate investments are managed and set a new level of service and insight in the industry.”
Benefits to Clients and Partners
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.
Industry-Leading Technology:
Through our affiliation, Legacy gains access to 1031 Capital Solutions’ proprietary due-diligence platform–a comprehensive suite of tools to better evaluate and understand the true potential of an investment. When analyzing investment properties, this industry-leading technology goes beyond basic metrics by providing in-depth assessments that factor in everything from market trends to property-specific variables and estimated tax consequences. Seamless side-by-side property comparisons offer a clear presentation of the advantages and drawbacks of each investment option, empowering you with the data needed to make informed, strategic investment decisions.
Focused Resources:
The 1031 Capital Solutions Processing Team brings specialized knowledge and experience to the table, ensuring that every detail of your transaction is handled by professionals who are deeply engaged in their specific areas of responsibility. This streamlines internal efficiencies, helps ensure that all compliance and regulatory requirements are met, and allows advisors to focus entirely on providing the best possible advice and strategic guidance.
Collaborative Problem-Solving:
The think-tank environment fostered by this strategic alliance creates an atmosphere where ideas are exchanged, challenged, and refined to develop cutting-edge solutions tailored to your individual goals and unique needs. In this environment, complex problems are approached from multiple angles, leveraging diverse perspectives and expertise to create strategies that are both creative and effective.
Collective Knowledge:
This strategic alliance leverages the collective knowledge of each member organization, creating an unparalleled depth of industry expertise, insight, and experience in real estate investment. This means that you aren’t just receiving advice from one firm, but from a coalition of investment professionals who are deeply committed to your success.
Combined Credentials:
Licensed Attorney
California Real Estate License (BRE 01781509)
California Insurance License (0B87761)
Series 7 License (General Securities Representative)
Series 65 License (Uniform Investment Adviser)
Series 66 License (Uniform Combined Investment Adviser and Securities Agent State Law)
Series 63 License (Uniform State Securities Agent)
Series 22 License (Direct Participation Programs Representative)
Series 24 License (General Securities Principal)
Series 79 License (Investment Banking Representative)
CCIM Candidate
Frequently Asked Questions
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The 1031 Capital Solutions Strategic Alliance ultimately streamlines internal efficiencies, ensuring a higher level of service and attention to your unique needs. By creating more specialized roles within our teams, we are able to hone in on the specific needs of each client, ensuring a more personalized and effective service experience. This focus allows our advisors to dedicate their time and expertise to advising on investments rather than being bogged down by administrative tasks, leading to better-informed decisions and higher value for you.
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No, the costs associated with the 1031 Capital Solutions Strategic Alliance will not be passed on to clients. Our primary goal in forming this partnership is to enhance the quality of service and resources available to you, not to increase your financial burden. The affiliation allows us to optimize our processes, leverage cutting-edge technology, and access specialized expertise, all of which contribute to delivering greater value without additional costs. As a client, you will continue to receive the same, if not improved, level of service and support without any changes to your existing fee structure.
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The protection of your sensitive information and data remains a top priority. Legacy Investments & Real Estate and 1031 Capital Solutions are both committed to maintaining the highest standards of data security and confidentiality. All personal and financial information will continue to be handled with the utmost care. Our systems are designed to comply with industry-leading security protocols, ensuring that all personal and financial information is safeguarded from unauthorized access at every step of the process. Additionally, both companies adhere to strict privacy policies, meaning that all personal and financial data is only accessed by authorized personnel who are directly involved in managing your account.
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Yes, 1031 Capital Solutions and Legacy Investments & Real Estate will remain separate and independent organizations. While we have entered into the 1031 Capital Solutions Strategic Alliance to enhance our services and offer greater value to our clients and partners, both companies continue to operate as distinct entities. This affiliation allows us to collaborate closely and share resources while maintaining our individual identities, ensuring that each company can continue to focus on its core strengths and unique expertise. Our clients and professional partners can rest assured that they will still receive the personalized attention and service they have come to expect from our team.
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Yes, you will continue to work directly with your Legacy advisor, who will remain your primary point of contact and the architect of your investment strategy. Your advisor will collaborate with you to understand your goals, create a tailored investment plan, and guide you through every step of the process. Through this affiliation, we gain access to a dedicated processing team that will support the execution of your investment strategy, including managing the administrative and transactional details. This allows your advisor to focus entirely on providing you with the best possible advice and strategic guidance, while the dedicated processing team ensures that everything runs smoothly behind the scenes. The result is a more streamlined, efficient experience that combines the personalized service of your Legacy advisor with the operational expertise of the 1031 Capital Solutions Strategic Alliance.
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This alliance significantly enhances the expertise and resources available to clients and partners by combining the strengths of both Legacy Investments & Real Estate and 1031 Capital Solutions. Clients and partners will 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. This affiliation introduces advanced tools, such as 1031 Capital Solutions’ proprietary due-diligence platform, which provides in-depth analysis of rental properties, precise tax consequence estimations, and comprehensive comparisons of investment options. Additionally, the partnership fosters a think-tank environment where innovative solutions are developed through collaborative problem-solving, ensuring that all clients receive cutting-edge strategies tailored to their unique needs.
Whether you are a Legacy client or one of our professional partners, the 1031 Capital Solutions Strategic Alliance is designed to help you make more informed decisions and achieve success.
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Legacy will continue to work with leading sponsors that we believe have consistently delivered high-quality opportunities for our clients. Our strategic affiliation with 1031 Capital Solutions does not change our commitment to partnering with the best in the industry. In fact, this collaboration enhances our ability to evaluate and select top-tier sponsors by leveraging the advanced due-diligence tools and resources that are now available to our team. While our inventory will continue to reflect the high standards you expect from Legacy, this alliance allows us to refine our selection process further and ensure that we are always offering vetted investment options.
We’re thrilled to continue our pursuit of best serving our clients and advancing the real estate investment industry through the 1031 Capital Solutions Strategic Alliance. Please feel free to reach out to us if you have any questions about this initiative.
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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