Financial Advisors
Sacramento, CA
Legacy Investments & Real Estate specializes in passive real estate investment strategies, helping investors build wealth without property management responsibilities. With 30+ years of experience and dual real estate and securities licensing, they provide customized investment plans including Delaware Statutory Trusts (DSTs) and 1031 Exchange guidance. Their approach combines deep market knowledge, access to high-quality properties through proprietary channels, and personalized advisory services to align investments with clients' long-term legacy goals.
Ideal for: Investors seeking tax-deferred growth through 1031 Exchanges, high-net-worth individuals building multi-generational wealth, financial advisors guiding clients through complex real estate strategies, retirees looking to optimize investment income without active management
Service area: Sacramento, California and surrounding regions
Dual Licensing Expertise: Combined real estate and securities licensing provides full-spectrum knowledge of investment structures, tax strategies, and regulatory compliance—uncommon in the passive real estate investment space.
30+ Years of Specialization: Singular focus on passive real estate investing with 200+ successfully completed transactions, offering deep expertise in DSTs, 1031 Exchanges, and sponsor relationships.
Proprietary Access & Vetting: Dual licenses unlock exclusive property inventory and rigorous sponsor evaluation ensures clients access high-quality replacement properties aligned with their goals.
Address: 1906 21st Street, Sacramento, CA 95811
Phone: (916) 908-1031
Website: legacyire.com
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