Delivering Healthy Returns Through Real Estate Investing
Partner with Legacy on a journey of financial growth and stability with our diverse family of funds. With a proven track record in real estate investing, our legacy is steeped in a history of delivering impressive returns with zero investor losses. Whether your goal is to achieve high returns, ensure stability, or enjoy the flexibility of liquid assets, our thoughtfully curated real estate investment opportunities cater to a variety of investor preferences. We prioritize strategic diversification, allowing you to navigate the real estate landscape with confidence, backed by years of demonstrated excellence in investment management. Join us and let our track record guide you towards financial success.
Legacy Venture Fund
Offering our Highest Targeted Return
Tailored for investors seeking superior returns, this distinctive fund provides strategic real estate investment opportunities meticulously selected from within our extensive array of private real estate deals. With just a three-year commitment, investors enjoy a substantial annual preferred return, profit-sharing, and an attractive targeted annualized return. The fund, devoid of leverage, boasts a diversified portfolio featuring joint ventures with top-tier local developers.
Unique mezzanine structure taps directly into top housing markets
14-19% Targeted Annualized Return
Legacy SECURITY Fund
Short-Term Liquidity, Long-Term Stability
Designed with a focus on stability and compelling returns, this fund provides a unique opportunity to engage with the Pacific Northwest real estate market. With a very conservative profile and a consumer-based lending approach, investors can enjoy monthly distributions and the flexibility to withdraw with just a 30-day notice, ensuring both stability and liquidity.
Class A Shares
6.25% Annualized Preferred Return
- Fixed Rate
- Monthly Distributions
- 30-Day Lockup
Class B Shares
7% Annualized Preferred Return
- Profit-Sharing Participation
- Monthly Distributions
- 1-Year Lockup
Legacy OPPORTUNITY Fund ii
Highly Diversified Portfolio with Attractive Risk-Adjusted Returns
This fund strategically crafts a diversified portfolio in the Pacific Northwest and Western United States. It’s unique blend combines Legacy’s robust first lien position lending platform with a proven track record in mezzanine deals, aiming for an attractive annualized rate of return. Investors benefit from consistent monthly preferred returns, while the Fund minimizes risk through geographical spread, diverse asset and property types, varied sponsors, flexible debt terms, strategic exit plans, and adaptable investment sizes.
8-12% Targeted Annualized Return
Monthly Distributions
Legacy NORTHWEST FunD
Predictable Returns and Consistent Growth
Experience stability and continuous growth with Legacy’s flagship investment vehicle, the Northwest Fund, which has thrived since 2008. As a first lien position real estate asset-backed fund, it offers investors a 9% annualized rate of return, offering a reliable alternative to the typical volatility associated with real estate investments.
Legacy OPPORTUNITY FunD i
Earn Passively Without Ownership
The Legacy Opportunity Fund (LOF) portfolio features a variety of real estate loans plus investments in real estate deals in the Seattle area. This fund is comprised of 75% of real estate loans plus 25% equity in local real estate investments.
I first encountered Legacy when I needed a mortgage for my residence. I worked with Drew Nichol who did a fantastic job of working with us and getting the very best terms possible. In our discussions, he knew I was not that pleased with the financial advisor I had been using for retirement planning and suggested I meet with Chris Steward. I met with Chris and it did not take long to realize that I had finally met someone who keenly listened to what my financial goals were and went about making those dreams a reality. Chris and the team at Legacy have exceeded my expectations. I have been very satisfied with the results I have received and continue to receive from Chris and the team at Legacy. They truly have the extra qualities, knowledge and insight that I was never able to find elsewhere. They continue to demonstrate consistent superlative results throughout the various ups and downs of the economy. I recommend anyone who is searching for a fresh look at their financial goals that they go to Legacy and see what they can do for you!
Otto Rossner
Legacy is my go to Diversified Real Estate Investment Platform and it has provided consistently strong performance over many years. The Opportunity Fund has been a particularly reliable and stable base during the last three years of market volatility, outperforming my expectations. The attention that I have personally experienced from Christopher Steward has been exceptional, with regular market insight and strategy discussions such that I have a clear picture of the market at any given time. I can't recommend Legacy highly enough for real estate investing.
Nick Barling
I have been Legacy Group for over 3+ yrs now. Legacy Capital's staff has been professional throughout and with solid management and financial principles backing their investments I am very comfortable increasing my investment stakes in the group. They have been very upfront in their investment decisions and very supportive of the real estate goals. Legacy has a bricks to mortar approach in Real Estate investing and I am leveraging their support structure to achieve my Real Estate financial goals.
Prakash Menon
I have been working with this company for years. Not only have I loved learning about the investment opportunities and making great returns, I have enjoyed knowing that I can trust the team and their true desire to help me accomplish my financial dreams. I wouldn’t only recommend you work with them I have already shared my recommendations with my friends and family. They thank me all of the time! Thank you Legacy and Chris Steward for helping me.
Felicia Bergman
I have been affiliated with Chris Gurdjian and Legacy Capital for well over a decade. My investment in the fund keeps growing monthly. They are very conservative in their deals. They think it through and plan for the bear market. Keeping their investors on solid ground. They’re a great group of honest, hard working strategists. I’m happy to recommend them.
Steve Kennedy
Legacy Group Capital has been instrumental in our investment strategy. The ROI has been consistently strong even in tough market conditions. Legacy Group is super easy to work with and worth time getting to know.
Neal B
Legacy has a good investor experience. Client service is quick and accurate. A solid team with a deep knowledge of the local real estate market.
Jeff Walters
We have made several investments in LGC offerings over nearly a decade-very pleased with the performance. Results have been very steady, even at the height of the pandemic. LGC-professional, savvy and responsive.
Wayne Lau
I have been working with LGC team for many years and am extremely impressed with their professionalism, real estate & construction industry knowledge. As an investor in multiple LGC funds, I have been VERY happy with the consistent returns.
Neil Crist
Invested with this company's Opportunity Fund about two years ago. Wish I'd discovered them earlier. Steady reliable returns and a smart management team. Good place to park funds.
Bernard Dy
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