Legacy Investments & Real Estate

05/28/2026

The Legacy team had a great time in San Diego for Concorde's National Conference🌴☀️ The schedule was packed with insightful educational sessions – including a panel focused on the "Behind the Scenes Operations of Top Producers" featuring Legacy’s operational powerhouse Natalie Merced.

The opportunity to learn, connect with fellow reps, and strengthen relationships with the Concorde home office team as well as our sponsor partners reaffirmed how grateful we are to be part of the Concorde family. We came home with fresh ideas, stronger partnerships, and a renewed sense of momentum.

Read more about our time in San Diego ➡️ https://www.legacyire.com/resources-collection/legacy-at-concordes-annual-conference-2026

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

05/28/2026

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

05/24/2026

Following these three rules can help you dramatically reduce your chances of triggering taxable boot in your 1031 Exchange.

Check the article out now and don't forget to bookmark it to revisit before your next property sale ➡️ https://www.legacyire.com/resources-collection/3-rules-for-avoiding-boot-in-a-1031-exchange

California investors: follow these three rules to avoid boot in your 1031 Exchange and preserve your full tax deferral. Learn how DSTs can help close the gap.

05/19/2026

With just 45 days to identify replacement property, most investors don't have time to figure out the right questions once the clock starts.
Start your exchange with a plan, not a panic. Ask yourself these three questions before the sale closes ➡️ https://www.legacyire.com/resources-collection/3-questions-to-ask-when-evaluating-1031-exchange-replacement-property-options

Your Partner in Passive Real Estate
(916) 908-1031

Selling an investment property in California? Ask yourself these 3 key questions before choosing your 1031 exchange replacement property to protect your financial future.

05/18/2026

A signed will is the start of estate planning, not the finish line.
Join us May 20 for a webinar with Sarah Grifferty, Founder & CEO of LooseEnds, as she walks through the practical and emotional steps of estate planning that most legal documents leave out — the conversations, the logistics, and the handoff your loved ones will actually live through.

Save your spot today ➡️ https://www.legacyire.com/events/network-tap-webinar-estate-planning-may20

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

05/13/2026

Estate planning isn't just paperwork — it's the practical, emotional handoff your family will actually live through.
Join us May 20 for a webinar with Sarah Grifferty of LooseEnds to learn what comes after the legal docs.

Save your spot today ➡️ https://www.legacyire.com/events/network-tap-webinar-estate-planning-may20

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

05/10/2026

Heading to Concorde’s National Conference in San Diego?

Join Jamie Furlong for two insightful panel presentations:
Wed May 13, 11:30 AM — From Dirt to Diversification: 1031 Strategies for Landowners
Thu May 14, 3:15 PM — Rep Panel: The Secret Sauce of Successful Practice

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

05/05/2026

Our May calendar of events features some great educational webinars, in-person events, and industry networking opportunities that you don't want to miss!
📆 Find out what is happening this month at Legacy ➡️ https://www.legacyire.com/events

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