Legacy Investments & Real Estate

Legacy Investments & Real Estate Your Partner in Passive Real Estate Please consult the appropriate professional regarding your individual circumstance.

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. Disclosure: Information shared is for informational purposes only, d

oes 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. 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.

For many of the investors Legacy works with, a 1031 Exchange isn't just about deferring taxes — it's about what happens ...
09/07/2026

For many of the investors Legacy works with, a 1031 Exchange isn't just about deferring taxes — it's about what happens to those assets when they're passed on.
This resource explores how exchanging into a DST can simplify estate planning, reduce the burden on heirs, and take advantage of potential step-up in basis benefits. An important conversation for clients thinking generationally.
https://www.legacyire.com/resources-collection/using-1031-exchange-into-dsts-as-estate-planning-tool

Your Partner in Passive Real Estate

By utilizing the 1031 Exchange into DSTs, you can transition your real estate investments into a structure that provides tax deferral and estate planning benefits. Here are the benefits and process for this strategy.

Join us for Inland's upcoming lunch presentation about The Potential Benefits of 1031 Exchanges and Deferring Capital Ga...
09/03/2026

Join us for Inland's upcoming lunch presentation about The Potential Benefits of 1031 Exchanges and Deferring Capital Gains Tax. Open to both investors and professionals, this event offers a great opportunity to meet a sponsor and learn more about 1031 Exchange options.
Register at the link below or give our office a call to save your seat.
🌐 https://www.legacyire.com/events/inland-lunch-presentation-1031-exchanges-delmar-sep10
📞 916-908-1031

Filing a tax return and having a tax strategy are not the same thing. Join us for our next Network Tap Partner Webinar w...
09/01/2026

Filing a tax return and having a tax strategy are not the same thing.
Join us for our next Network Tap Partner Webinar with Amanda Han and Matt MacFarland of Keystone CPA for a conversation around the top real estate tax planning questions they hear, the tax strategies that can make a real difference, and what most investors are missing.

Register now ➡️ https://www.legacyire.com/events/real-estate-taxes-webinar

Your Partner in Passive Real Estate
(916) 908-1031 | www.legacyIRE.com

If you work with sellers who are hesitant to list because of the tax bill, DST University is built for you.This comprehe...
08/28/2026

If you work with sellers who are hesitant to list because of the tax bill, DST University is built for you.
This comprehensive workshop is designed for real estate professionals ready to expand their business and serve clients at a higher level.
Save your spot today ➡️ https://www.legacyire.com/dst-university

Your Partner in Passive Real Estate
(916) 908-1031 | www.legacyIRE.com

Selling a California rental property?Learn the tax-deferral strategies savvy investors are using to keep more of what th...
08/27/2026

Selling a California rental property?
Learn the tax-deferral strategies savvy investors are using to keep more of what they’ve built.
https://www.legacyire.com/resources-collection/how-to-sell-rental-property-in-california-without-paying-capital-gains-tax

Your Partner in Passive Real Estate
(916) 908-1031 | www.legacyIRE.com

Selling a California rental property? Learn the tax-deferral strategies Sacramento investors use—including 1031 exchanges and DSTs—to keep more of what they’ve built.

Smart investors know that timing the real estate market is tough, but deferring capital gains taxes doesn’t have to be. ...
08/24/2026

Smart investors know that timing the real estate market is tough, but deferring capital gains taxes doesn’t have to be. Connect with our knowledgable team to learn more.
Get started ➡️ https://www.legacyire.com/contact-us

Your Partner in Passive Real Estate
(916) 908-1031 | www.legacyIRE.com

Address

1906 21st Street
Sacramento, CA
95811

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+19169081031

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