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.

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

The real estate market has shifted and California home prices are rising faster than rental yields can keep up. Mike Gob...
08/12/2026

The real estate market has shifted and California home prices are rising faster than rental yields can keep up.
Mike Gobbi and Joel Wright join us for our Network Tap Partner Webinar series to tackle this disconnect head on and share the Structural Investing framework that's changing how investors in high-friction markets think about their portfolios.

REGISTER NOW ➡️ https://www.legacyire.com/events/data-driven-strategies-for-real-estate-investors-webiniar

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

We have a full lineup of virtual events coming up that help answer some of the big questions real estate investors are s...
08/10/2026

We have a full lineup of virtual events coming up that help answer some of the big questions real estate investors are sitting with right now.
Learn more about our upcoming events and reserve your spot ➡️ https://www.legacyire.com/events

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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