Real Estate Investment

Legacy Investments strategically identifies profitable investment opportunities in both the commercial real estate and private equity/venture capital arenas.   Legacy is a boutique investment firm that participates in a broad range of investments reflecting the experience, knowledge and versatility of its founder and owner.  The firm is focused on aligning itself with its investors’ goals and objectives through deal structuring and by investing alongside its clients.  Investment opportunities are underwritten with the understanding that our reputation as well as our own money is at risk.

The company’s experience in commercial real estate and operating companies leads to the proper scrutiny of each potential acquisition, making sure that the transactions risk is commensurate with its return capabilities and strategically wise.  Legacy upholds a commitment to quality and efficiency, enhancing the caliber of service while also maximizing returns on investment.

Commercial Real Estate

Legacy Real Estate Investments participates as a commercial real estate private equity firm based in Salt Lake City, Utah.  Investment types include office, retail, industrial and multifamily with the firm offering expertise in a wide array of property acquisition, due diligence, disposition, institutional and private consulting as well as asset and property management.  Legacy looks to acquire quality assets in major markets in the Western United States from Denver west.  Targeted assets are multi-tenant in nature and can be both stabilized or distressed/value added properties.

Legacy has acquired or managed a portfolio of over 1 million square feet of commercial real estate.  The portfolio was acquired for over $119 million, representing approximately $38 million in private equity.

Legacy prides itself on managing its assets with meticulous care and exceeding its fiduciary responsibility to its investors.  Tenants recognize the company to be reliable and trustworthy when it comes to maintaining properties.  Investors receive the timely, consistent communication that breeds trust and confidence that the best possible financial returns are being achieved.

Currently, the firm is interested in forming new joint venture equity partnerships.  Please contact us to inquire about joint venture opportunities.

Private Equity / Venture Capital

Legacy is also an opportunistic investor in operating companies where our direct involvement and management can add value by leading to improved profitability.  Legacy’s founder has extensive corporate operating experience including the retail, manufacturing, import/export, wholesale trading and service industries.

The mission of Legacy Investments is to create value by acquiring and managing investments in the western United States by:

  • Finding attractive opportunities
  • Structuring innovative transactions
  • Conducting careful underwriting of its markets and the assets it acquires
  • Managing assets to maximize their value
Legacy will also participate as a joint venture partner.