Our Investment Strategy

Legacy Investment Group buys cash-flowing properties where there is an opportunity to add value through hands-on operational improvement. We are driven to provide outstanding returns so our investors can build their legacy and achieve financial freedom with alignment, transparency, and lasting partnership.

Target Investment Criteria

14%-17%+

IRR

2x+

Equity Multiple

6%-8%+

Cash-on-Cash

Our Mission:

Consistently generate superior returns with the least amount of risk

Buy

Cash-Flowing Properties with Value-Add Potential

Margin Of Safety With Sufficient Capital Reserves

Areas with Population Growth, Low Unemployment and Vacancy, Multiple Economic Drivers

Improve

Cash Flow AND Equity Growth

Proven In-House Management Systems to Drive Value

Force Property Appreciation
by Improving Property And Tenant Mix

Optimize

Provide Regular Cash Distributions and Cash Out Refinance

Increase Net Operating Income

Maximize Value on Refinance and Exit

Target Asset Classes

Triple Net (NNN)

We invest in multi-tenant triple net properties that are providing essential neighborhood retail services. These properties are typically anchored by grocery stores or national brands such as Target and Walmart. We focus on these types of properties because they are e-commerce and COVID resistant since the businesses we seek as tenants require in-person interactions. We buy triple net properties in growing suburban areas with high visibility from passing traffic.

Self-Storage

We invest in self-storage because for sophisticated operators with a proven track record there are multiple levers to drive value. We buy under-managed facilities so we can use our time tested systems and operational efficiencies to add value by increasing rents and occupancy and through cost savings. Self-storage is a great portfolio diversifier since demand for storage is countercyclical and storage tends to perform better than other types of real estate during economic downturns.

Multifamily

We invest in multifamily because it is an asset class where hands-on management and operational improvements can create significant value and provide our residents with safe and clean housing where they feel pride of ownership. We purchase multifamily properties in areas that have undersupplied housing needs, low vacancy and unemployment rates, multiple economic and growth drivers, quality schools and infrastructure, and a growing population, among many other factors.

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Our Process

We Find Deals

Legacy Investment Group identifies high-potential investment opportunities in self-storage, multifamily, and triple net properties in the US Midwest. We buy properties with a margin of safety, sufficient capital reserves, and room for us to add value. Only a small number of properties make it through our due diligence process.

Investor Portal

You Collect Distributions

As a passive investor, you receive regular distributions from the cash flow generated by our properties once they are stabilized. Developing this passive income stream is the first step toward achieving financial freedom. In addition to cash flow distributions, you benefit from cash-out refinances, long-term equity growth from our value-add and tenants paying down our debt, and of course the significant pass-through tax benefits from investing in real estate. As an investor, you always have priority of capital distributions to ensure optimal alignment.