Legacy Investments & Real Estate

06/16/2026

Considering a 1031 Exchange? Check out our resource to learn more about the 5 critical rules for success in the complex process.
➡️ https://www.legacyire.com/resources-collection/5-rules-for-a-1031-exchange

06/16/2026

Do REITs Qualify as Replacement Property for 1031 Exchange?

REITs do not qualify as 1031 Exchange replacement property under IRS rules. California investors: explore DSTs and 721 exchanges as IRS-approved alternatives.

06/14/2026

Understanding the Difference Between REITs and DSTs

REITs and DSTs both offer passive real estate exposure—but only one qualifies for a 1031 exchange. California investors: here’s what you need to know before you invest.

06/11/2026

Real estate is often the most valuable thing investors leave behind...and the hardest to divide.

A 1031 Exchange into a DST can help simplify that process significantly. The fractional ownership structure makes it easier to distribute among heirs, and the potential step-up in basis may reduce future tax liability for your beneficiaries.
Read more: https://www.legacyire.com/resources-collection/using-1031-exchange-into-dsts-as-estate-planning-tool

Your Partner in Passive Real Estate
(916) 908-1031 | Legacy Investments & Real Estate

By utilizing the 1031 Exchange into DSTs, you can transition your real estate investments into a structure that provides tax deferral and estate planning benefits. Here are the benefits and process for this strategy.

06/08/2026

Thinking about selling your rental, but dreading the tax bill? Discover smarter ways to reposition your real estate with modern 1031 strategies.
Save your spot today ➡️ https://www.legacyire.com/events/modern-1031-exchange-strategies-webinar-jun4

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

06/05/2026

Ready for a new approach to your investment real estate? Join us for Modern 1031 Exchange Strategies and explore the strategies that savvy investors are using to reduce taxes, boost income potential, and enjoy a more passive investment experience.
Save your spot today ➡️ https://www.legacyire.com/events/modern-1031-exchange-strategies-webinar-jun4

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

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.