Our How And Why

The Legacy Acquisition team benefits from the experiences gained from over 20 years’ of syndication across a series of asset classes ranging from multi-family, storage and real estate development.

For us, it’s simply not enough to acquire, underwrite conservatively, execute a business plan and then exit with decent returns. We have been through multiple real estate cycles, learning and profiting in both the upturns and downturns, and creating a system of Standard Operating Procedures (SOPs) that help ensure we capture our projected returns, manage risk effectively and document our lessons learned all along the way. 

As a result, we only partner with operators that are at the very top of their game and can deliver the gold standard of the investor experience…and even then, that’s not enough. These operators also need to be making an impact – they need to be  transforming communities. We only partner with the equivalent of a gold medal winning Olympic athletes, people who have not only mastered their skill, but have a proven track record of winning, time and time again. We are investing with the best operators, in large part because our 20+ years of experience has given us the wisdom to know exactly what the best-in-class operators look like.

To summarize what we do and how we put it together, we manage a fund that focuses on pairing investors that are driven to build a legacy for themselves, their families and their communities. We match these investors with the absolute best-in-class operators of multi-family, storage, and mobile home parks which provide the white glove treatment for an excellent investor experience and who are committed to radically transforming communities for the better and the long haul.

Your Legacy - We Do This For You

We invest with the absolute best operators in the best asset classes, which are vetted through the rigorous “Legacy 9” process, regardless of the asset class they operate in.

We then take the best of the best in deals, perform our own internal due diligence process before we present them as investment opportunities to our investors. Each investor is walked through each step of the onboarding process, ensuring you know exactly where you are in the investment process, what the next steps are and that all your questions are answered along the way. In addition, we pride ourselves in our ability to answer any correspondence with our investors.

Our team has extensive and long-established relationships with the best operators which are getting the best returns and are transforming the communities they operate in.

A syndication is simply a pooling of resources, whether time, money or otherwise.

Think of a syndication as a plane ride. The deal sponsors are the pilots. They’re the ones dealing with the day-to-day operations of the property.

Legacy is the travel agent, helping people find the right flights and determine their destinations.

You are the passenger. You choose a flight, buy the ticket, and enjoy the ride.

As a passive investor, you just invest your money, then sit back and start receiving returns. We take care of the investments and provide you regular updates.

An accredited investor is someone who meets certain requirements regarding income and net worth, based on Securities and Exchange Commission (SEC) regulations. This is so that the SEC can ensure proper protection for all investors.

To be an accredited investor, you must satisfy at least one of the following:

  1.  Have an annual income of $200,000, or $300,000 for joint income, for each of the last two years, with expectations of earning the same or higher income this year.
  2. Have a net worth exceeding $1 million, not counting your primary home
    While most of our investments are available to accredited investors only, we do offer a few investments for non-accredited/sophisticated investors.

Typically the minimum investment is $50,000.

Commercial real estate assets like apartment buildings and self storage operate independently of the stock market. In fact, they tend to fare better in recessions, because more people tend to downsize. They also tend to be safer investments than single family homes because if one tenant moves out, you still have income from other tenants to continue to pay down the mortgage.

Meet Your Team

Andy McMullen

Ruben Greth

Tyler Wennet

Robert Aguilar

Daniel Eisenhour