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Legacy Investments & Real Estate
1906 21st Street, Sacramento, California, United States
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About the Legacy Investments & Real Estate
Legacy Investments & Real Estate is a finance and real estate agency located at 1906 21st Street, Sacramento, California, United States. Our primary focus is guiding real estate investors through the 1031 Exchange process, helping them identify and secure replacement properties that align with their investment goals. With a team holding both real estate and securities licenses, we offer a unique perspective and access to high-quality replacement property options. Our dedication to ongoing education and industry advancements ensures that we can best serve our clients' specific needs. Testimonials from satisfied clients speak to our commitment to providing exceptional service and guidance throughout the investment process. With over 30 years of experience in commercial real estate, we are well-equipped to help investors achieve success and build their investment legacy. Visit our website for more information and to learn how we can help you navigate the world of real estate investments.
Photos of Legacy Investments & Real Estate
1906 21st Street, Sacramento, CA 95811, United States
Opening hours of Legacy Investments & Real Estate
Monday:
08:00 - 16:30
Tuesday:
08:00 - 16:30
Wednesday:
08:00 - 16:30
Thursday:
08:00 - 16:30
Friday:
08:00 - 16:30
Saturday:
Closed
Sunday:
Closed
Reviews of Legacy Investments & Real Estate
"Jamie was instrumental in helping me navigate the 1031 exchange/DST process. Having no idea what a PPM was at the time, she helped me navigate the whole process from start to finish to ensure the strict timelines were met and find a suitable investment option that was in-line with my long term investment goals. Having worked with her over a year now and seen the investment products she recommended perform in line with expectations I can wholeheartedly recommend her for any 1031 exchange/DST investment needs."
"Jamie is an exceptional professional in her field, and I highly recommend her without hesitation. Her attention to detail and personalized approach truly set her apart. She takes the time to thoroughly understand her clients' unique needs and circumstances, and tailors her approach accordingly. With Jamie, you can trust that your needs are her top priority, and that she will work tirelessly to ensure your complete satisfaction."
"We met Jamie through our real estate agent. We had commercial property and there was the potential of a significant tax on sale. Jamie navigated us, completely new to anything like this, through a 1031 exchange and DST process. It was seamless and easy. She's the Best."
"We purchased several DSTs through Jamie at Legacy. It was a very rewarding venture as Jamie conducted a lot of research to provide us with the best fit for our financial goals and needs. Jamie also provided a lot of after purchase advice in helping us get familiar with the financial reporting of each DST and who to contact at the sponsors for more information. We would not hesitate one minute to recommend Jamie to others searching for this type of investment. Charley Kearns"
"We purchased three DST properties in the spring of 2022, using Jamie and Legacy as our broker. She did an excellent and very professional job of helping us pick properties, getting them purchased, and then other challenges such as paperwork necessary for taxes. The investments are performing well and we highly recommend her."
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