Services Overview
Buying Investment Properties
You know that real estate is one of the best investment vehicles and that it has stood the test of time. We know that it is a critical component of the portfolio of all high net worth individuals. What you may not know is that with so many different ways to invest in real estate, what’s right for you?
That’s where we come in. We take a very personalized approach by identifying what would work best for accomplishing your goals. If you don’t have clearly identified goals, we first work with you to identify what those goals might be.
Additionally, we have found that everyone falls into one of 4 dominant personality types. We firmly believe that investing for your personality type is the most important consideration. Knowing how to identify this in clients and then being able to make appropriate recommendations is another one of the unique qualities of the team at Legacy Real Estate. (more)
Selling Investment Properties
Over time, life changes and so do goals. We work with you to identify when these shifts happen. We take what was once a great asset and turn it into an opportunity for somebody else.
There are many strategic points that we identify with our clients: tax consequences, tax minimization, optimal sales price positioning, etc. The complexity of how you sell something can be just as critical an approach to analyze as when you bought it.
We have the courage to share our view of what we think our clients should do. (more)
Investor Education
The best way to learn about real estate investment is from seasoned investors who are willing to share their personal experiences. At Legacy, we have worked on hundreds of transactions and facilitated many deals for our clients over the years. We have each personally encountered financial successes as well as losses. We share our wealth of experience with you. Our Team investing opportunity is unique. You join a small group of 8 people, led by an instructor, surrounded by people just like you and you learn by doing. (more)
Investor Financing
Even when buying for all cash, the strategic decisions around financing play a very important role in the profitability of your real estate investment. Financing is not all about interest rates and fees; it is about the goals you are trying to accomplish and the most profitable ways to achieve your goals. Our expertise in terms, loan to value, IRAs, 401Ks, construction, bridge, conventional, unconventional, private, seller-financed, and creatively-structured deals allows us to share a variety of perspectives. All our contacts and relationships become available to you to explore new ideas or enhance what is already working for you. (more)
