‎At Legacy Investment Group, we are committed and focused on finding great properties to provide our investors with: (1) higher returns and lower volatility than equity markets (2) portfolio diversification (3) regular cash flow distributions (4) pass-through tax benefits. While we are aware of the market environment, we do not try to time markets. If we see strong demand drivers, can secure favorable acquisition and finance terms, and have a strong likelihood of achieving our target investment returns while underwriting to worse financial conditions in the future than when we buy a property, we get very excited about the investment opportunity. At every stage of the cycle, we are able to find opportunities that meet our strict investment criteria.

1) Diversify your investment portfolio with higher expected returns and lower historical volatility than stocks and bonds 2) Receive passive cash flow distributions to build an income stream not tied to your job so you can eventually reach financial freedom 3) Tenants pay down the debt, driving long-term wealth accumulation 4) Partner with an experienced operator, like Legacy Investment Group, to force property appreciation through hands-on operational enhancements 5) Substantial pass-through tax benefits 6) Real estate can provide an inflation hedge since rents tend to climb faster than expenses because the majority of costs (debt) is fixed and as the cost to build increases, existing real estate becomes more valuable 7) Pooling capital with Legacy and our other investors enables all of us to buy larger, more stable properties in better locations with better financing and a more attractive risk-adjusted return than individuals can typically acquire on their own

‎Any investment has some risks and there are no guarantees regardless of whether you are investing in real estate, equities, fixed income, or crypto currencies. You are a limited partner in the property; therefore, your risk is limited to the investment you make. We use our experience, conservative underwriting, and strict investment criteria to mitigate risk by buying assets where we can protect capital in a downside scenario. Our personal capital is invested directly alongside yours and we have personally guaranteed the debt, so we are laser-focused on achieving the best possible investment returns. Because the investment is structured as an LLC, you are insulating your other assets should this investment run into challenges.

Legacy Investment Group typically performs cost segregation studies allowing investors to benefit from bonus and accelerated depreciation. Each investor has a different personal tax situation so it is hard to generalize, but all tax benefits are passed through directly to you on a pro rata basis via the K-1. Your accountant will apply the benefits to your specific tax situation.

Legacy Investment Group can accommodate most account types including self-directed IRA or other retirement accounts.

‎ After you make your investment and the property is stabilized (this typically takes 6 to 12 months) we initiate quarterly distributions. In addition to these quarterly distributions from cash flow, we will also distribute proceeds from any refinances and the ultimate exit. When you make your investment, you provide the account information you would like Legacy to send the distributions to. It will be your responsibility to let us know if your account details change. The bank information you provide to Legacy only enables Legacy to send you distributions from the property directly to your account, it does not grant Legacy the ability to view your account or transfer money from your account.

‎No. Our goal is to ensure each property is sufficiently funded with a working capital reserve and a margin of safety to avoid calling capital. If Legacy were to ever issue a capital call, we would explain the rationale to investors and offer the opportunity for each investor to participate or not. If an investor did not participate, their pro rata share may be adjusted to accommodate the new capital, but there would be no penalty.

Each property will have unique targets so please review the specific operating agreement for details on the structure and distributions. In general, Legacy Investment Group targets a base case return of 6%+ cash-on-cash return and a 15%+ annualized return over the hold period (net to investors). There are no partnership level fees. After all invested capital plus any applicable preferred return is distributed, profits are split between investors and Legacy Investment Group with investors getting the majority of all subsequent cash flow. We do this to maximize alignment between Legacy Investment Group and our investors.

Each property is held in a standalone limited liability company (LLC) structure and all investors share in the proceeds on a pro rata basis based on their invested capital.

Investors receive access to their investor portal where they can see all investments made and review relevant documents for each investment. Investors also receive quarterly updates with commentary from Legacy Investment Group, detailed property highlights during the quarter, and financial statements. Investors are also able to reach out to us at any time with questions.

Each year you will receive a K-1 that will be uploaded to your profile in our portal where you can easily download and share with your accountant. While occasionally there are factors outside our control, we strive to deliver K-1s well before the tax deadline each year. The K-1 provides detailed information on your share of the investment’s earnings, losses, and tax deductions for the year.

‎ After reviewing all of the property information and investing capital, investors enjoy a “hands-off” experience to commercial real estate ownership with consistent quarterly cash flow dividends, pass-through tax benefits and long-term wealth creation!

‎While each property has unique characteristics, we target consistent quarterly distributions once the property is stabilized, which is typically between 6 to 12 months following acquisition. This is a guided range and some properties can achieve stabilization faster than 6 months while some properties can take longer than 12 months.

‎Legacy Investment Group handles all aspects of the acquisition process, such as negotiations with the seller, due diligence on the property, and market research on the area. Legacy structures the debt (personally guaranteeing it if needed) and raises investor capital. Legacy oversees all day-to-day operations and value-add plans and functions as the property manager and asset manager. Legacy provides quarterly updates on each property to investors and also maintains an investor portal where investors can view their investments, returns and important documents at any time. We position the property to maximize value for an eventual sale. We are always available to answer any investor questions.