The Retirement REIT
Estate & Succession
Legacy Property Trust was established to meet the growing need for flexible estate and succession planning solutions for real estate owners. Our goal is to offer a comprehensive, one-stop solution for estate and succession planning.
Tax-Basis Planning
Legacy Property Trust specializes in tax-efficient investment strategies. Owners and investors with low tax-basis or other tax-related issues can potentially find effective solutions through Legacy's platform.
§1031 Alternative
Legacy Property Trust provides alternative tax-efficient investment solutions for real estate owners, offering flexibility and scalability that may not be achievable with a traditional §1031 exchange.
Passive Mangement
Legacy Property Trust is managed by a team of experienced real estate professionals who handle the day-to-day operations and management responsibilities. This allows investors to step back from active management roles.
Diversification
Legacy Property Trust holds a diversified portfolio of commercial real estate assets, spread across various asset classes, geographies, tenants, markets, and more. Through Legacy's structure, investors gain access to this broader portfolio.
Liquidity
Legacy Property Trust offers shares that are generally more liquid than traditional real estate ownership. By exchanging 'bricks for shares,' Legacy provides investors with potential greater flexibility in managing their traditionally illiquid assets.
Legacy Property Trust ("Legacy") is a one-stop, tax-efficient platform that provides real estate owners with a unique solution for the last stage of their investment horizon. Legacy was built specifically to target owners with diversified portfolios. Given most of the existing REITs in today’s market are single asset focused, these owners have limited UPREIT options. Our vision is to help these owners, families, and investors prepare their assets for the "great retirement.” Submit your property for UPREIT consideration below.
Our affiliation with NAI Global gives us direct access to primary, secondary, and tertiary markets across the United States. Our competitive advantage is our NAI networks deep relationships with national and local real estate investors, tenants, servicers and industry professionals.
