Legacy Fund
- Long-term Real Estate Investment Opportunity
- Invest cash
- Contribute existing real estate on a tax deferred basis, i.e. similarly to a 1031 Exchange
- Investing provides the four economic benefits of real estate ownership
Hickory Lake Apartments, LLC
CLOSED
- 60 Units New Construction with Diverse Unit Mix
- 5‑Year Targeted Holding Period (Q1 2024 – Q4 2028)
- $50,000 Minimum Investment
363 SW B Ave, Corvallis
- 6‑unit multifamily
- Year acquired: 2023
- Contributed value: $770,000
380 SW Tunison Ave, Corvallis
- SOLD via 1031 Exchange
- 4‑unit multifamily
- Year acquired: 2023
- Contributed value: $650,000
750 E. Street, Lebanon
- Value-Add Purchase
- 26-unit garden style multifamily
- Year acquired: 2023
- Purchase price: $2,625,000
- Seller carry, 75% LTV, 5.0% Interest-Only
1267 SE Holman, Dallas
- 6‑unit multifamily
- Year acquired: 2023
- Contributed value: $1,030,000
620 SW 2nd Ave, Corvallis
- 7‑unit multifamily
- Year acquired: 2023
- Contributed value: $920,000
1607 S. 9th St. Lebanon
- 14-unit garden style multifamily
- Year acquired: 2023
- Contributed Value: $2,240,000
1860 4th St. NE. Salem
- SOLD
- Single Family Home
- Year acquired: 2023
- Contributed value: $302,000
1605 SE Tudor, Albany
- SOLD
- Single Family Home
- Year acquired: 2023
- Contributed value: $312,500