Legacy Investments & Real Estate

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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, does 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.

Still want to be a landlord after your 1031 Exchange? Or is it time to hand over the keys?This article breaks down the r...
10/14/2026

Still want to be a landlord after your 1031 Exchange? Or is it time to hand over the keys?
This article breaks down the real differences between active and passive replacement property options — so you can choose based on your goals, not just your tax situation.
Read it here https://www.legacyire.com/resources-collection/active-vs-passive-1031-exchange-replacement-properties

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

We provide investors with the potential for all the benefits of real estate investing without the headaches of property management, by customizing passive real estate investment plans that align with the legacy they want to build.

Thank you for your kind words, Hayden. You're an exceptional real estate professional and we’re grateful to be a resourc...
10/12/2026

Thank you for your kind words, Hayden. You're an exceptional real estate professional and we’re grateful to be a resource you can count on when your clients need turn-key 1031 exchange solutions.

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

Disclosure: These endorsements and testimonials may not be representative of the experience of other individuals. Past performance does not guarantee or indicate the likelihood of future results. These individuals were not compensated for their endorsements and testimonials.

10/07/2026

Can real estate actually reduce the taxes on your W-2 or business income? On our recent webinar with Keystone CPA, Jamie Furlong and Ryan Edde asked exactly that, and Amanda Han and Matt McFarland walk through how depreciation can shelter rental cash flow, how a short-term rental can become an active business with as little as 100 hours a year, and how real estate professional status can work for married couples.
To learn more, watch the full on-demand Network Tap webinar with Keystone CPA here: https://na2.hubs.ly/H089wV30
Want to talk through your own situation? Get in touch with the team at Legacy Investments & Real Estate at https://na2.hubs.ly/H089wY30.

10/02/2026

By the time most people think about year-end taxes, the best moves are already off the table. On our recent webinar with Keystone CPA, Jamie Furlong and Ryan Edde asked about staying proactive. Amanda Han and Matt McFarland explain why the most powerful strategies take time to set up, why they now run year-end planning as early as August, and what to get in order first.
To learn more, watch the full on-demand Network Tap webinar with Keystone CPA here: https://na2.hubs.ly/H089vZV0
Want to talk through your own situation?
Get in touch with the team at Legacy Investments & Real Estate at https://na2.hubs.ly/H089v-b0

Real Estate Taxes, Simplified: A Conversation with Keystone CPA
09/29/2026

Real Estate Taxes, Simplified: A Conversation with Keystone CPA

In this recorded webinar, Amanda Han and Matt MacFarland, CPAs and Managing Directors of Keystone CPA, join us for a candid conversation about the tax planning questions real estate investors ask most, and the strategies that actually move the needle.

Join us for Inland's upcoming lunch presentation about The Potential Benefits of 1031 Exchanges and Deferring Capital Ga...
09/28/2026

Join us for Inland's upcoming lunch presentation about The Potential Benefits of 1031 Exchanges and Deferring Capital Gains Tax. Open to both investors and professionals, this event offers a great opportunity to meet a sponsor and learn more about 1031 Exchange options.
Register at the link below or give our office a call to save your seat.
🌐 https://www.legacyire.com/events/inland-lunch-presentation-1031-exchanges-delmar-oct6
📞 916-908-1031

Smart investors know that timing the real estate market is tough, but deferring capital gains taxes doesn’t have to be. ...
09/26/2026

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

Before selling an investment property, it’s worth stepping back and evaluating the bigger picture. A thoughtful plan can...
09/15/2026

Before selling an investment property, it’s worth stepping back and evaluating the bigger picture. A thoughtful plan can make a big difference.

Get in touch with our experienced team to learn more ➡️ https://www.legacyire.com/contact-us

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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