Legacy Investments & Real Estate provides investors with the potential for all the benefits of real estate investing without the headaches of property management. Armed with a deep understanding of our clients’ unique needs and goals, we customize passive real estate investment plans that align with the legacy they want to build. Information shared is for informational purposes only, does not constitute individual investment advice or intended to indicate that an investment is appropriate for or is being recommendation to any individual investor, and should not be relied upon as tax or legal advice. Please consult the appropriate professional regarding your individual circumstance. There are material risks associated with investing in real estate securities including illiquidity, general market conditions, interest rate risks, financing risks, potentially adverse tax consequences, general economic risks, development risks, and potential loss of the entire investment principal. Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Legacy Investments & Real Estate is independent of CIS.
Legacy Investments & Real Estate的外部链接
US，California，Sacramento
Legacy Investments & Real Estate转发了
In his latest article, William Webster explains how Delaware Statutory Trusts (DSTs) simplify 1031 exchanges by offering readily available replacement properties. He also explores creative strategies using DSTs to maximize tax benefits. Read the full article here: https://lnkd.in/gtpkpCJB #1031Exchange #TaxPlanning #RealEstateInvesting #DST
Wondering what "like-kind" means and what properties actually qualify under IRC 1031? In this short clip, Russell Marsan from IPX1031 breaks down this foundational concept of the #1031Exchange Watch now ?? https://lnkd.in/gMde6-2B
Don't miss the next installment in our Network Tap Partner webinar series with attorney Kristin Kaminski. Designed for real estate professionals and financial advisors, this insightful presentation will break down why a living trust is a vital tool for managing property transactions involving disabled or deceased property owners. Register today ?? https://lnkd.in/gc_PqgYk #estateplanning #realestateinvesting #realestateeducation
Unlock the Power of DSTs at DST University!?? DST University is the only class you’ll ever need to confidently navigate Delaware Statutory Trusts (DSTs) and their role in 1031 Exchanges. Learn how DSTs work, why investors are turning to them, and how to leverage this growing demand to expand your business and secure more listings. This workshop will provide expert insights into industry trends, IRS guidance, and marketing strategies to help you attract investor clients. Don’t miss this opportunity to elevate your expertise and stay ahead in the evolving real estate market. Secure your spot today ?? https://lnkd.in/gyJbiTJC #1031Exchange #DSTUniversity #RealEstateInvesting #LegacyInvestments
We hope you'll join us this month for one of our upcoming in-person or virtual industry events. Learn more and register ?? https://lnkd.in/gYwpnamQ #1031exchange #investmentrealestate #passiverealestate #realestate #passiverealestate
Unlock the Power of DSTs at DST University!?? DST University is the only class you’ll ever need to confidently navigate Delaware Statutory Trusts (DSTs) and their role in 1031 Exchanges. Learn how DSTs work, why investors are turning to them, and how to leverage this growing demand to expand your business and secure more listings. This workshop will provide expert insights into industry trends, IRS guidance, and marketing strategies to help you attract investor clients. Don’t miss this opportunity to elevate your expertise and stay ahead in the evolving real estate market. Secure your spot today ?? https://lnkd.in/gyJbiTJC #1031Exchange #DSTUniversity #RealEstateInvesting #LegacyInvestments
Experience, strategy, and capability vary widely for every Delaware Statutory Trust (DST) sponsor, making a rigorous evaluation process vital. At Legacy, we're committed to caring for you and your investments. Whether you're a seasoned investor or just starting out, our team is here to help you navigate the investment real estate landscape. Give our team a call to learn more. ?? (916) 908-1031 ?? https://www.legacyire.com/ #investmentrealestate #realestateinvesting #investmentgoals #realestate #passiverealestate #1031exchange #investor #duediligence
Join Erica Traulsen this month for one of these great industry events. Learn more and register ?? https://lnkd.in/gYwpnamQ #1031exchange #investmentrealestate #passiverealestate #realestate #realestateindustry #realtor
Your financial legacy deserves thoughtful attention and consideration. At Legacy, we're committed to caring for you and your investments. Whether you're a seasoned investor or just starting out, our team is here to help you navigate the investment real estate landscape. Give our team a call to learn more. ?? (916) 908-1031 ?? https://www.legacyire.com/ #investmentrealestate #realestateinvesting #investmentgoals #realestate #passiverealestate
Calling all tax and finance professionals ?? Don't miss this opportunity to learn about the #1031exchange and earn CE credit during this educational webinar presentation sponsored by Bluerock. Register at the link below ?? or call our office at 916-908-1031. https://lnkd.in/gHqEC8ax #investmentrealestate #realestate #taxwebinar #cecredit #taxprofessional #financialadvisor