Legacy Real Estate, Investments & Funding LLC

Preferred Markets:   Florida, Texas, North Carolina, Tennessee, Georgia


Legacy Real Estate, Investments & Funding LLC sources stabilized and value-add apartment properties of 50+ units in size and repositions them by 1) adding capital improvements and 2) reducing expenses by creating operational efficiencies through the implementation of institutionalized property management. Legacy Real Estate, Investments & Funding LLC then sells the community as a stabilized asset within two to seven years depending on the investment cycle that we are in.

Acquisition Criteria

Property Type:                      Garden Style Apartments (preferred)

Asset Class:                           B+ to C+ (Primary focus is B class assets)

Location Quality:                   A+ to C+

Property Size:                       50+ units; single asset or                                                                      portfolios

Pricing:                                  $1.0M to $20M+

Property Vintage:                 1978+

Investment Structure:         All cash to seller; Loan assumptions
                                              on a case-by-case basis.

Investment Objectives:     Legacy RE has yield requirements that are commensurate with the risks and opportunities presented by each property. Legacy RE focuses on sub- markets of growth and stability with “barriers to entry” and/or properties available below replacement cost. Additionally, we prefer stabilized properties (min 85% occupancy) requiring a renovation or upgrade where the property’s grade or class is below that of the other competitive properties in its market.

Legacy Real Estate, Investments & Funding LLC
Multi-Family Investment Group
  Asset-Based Investment Opportunities | Protecting Capital - Low Risk| Building Wealth 
Business Plan
Business Plan