NAI Legacy

Overview

NAI Legacy is a full-service commercial real estate firm specializing in tax-efficient investment solutions, brokerage services, and property management. They offer Delaware Statutory Trust (DST) offerings, funds, and direct investment opportunities, focusing on providing clients with tax-advantaged real estate investments. Their service division provides comprehensive investment solutions through brokerage, property management, and accounting services. Through their affiliation with the NAI Global Network, they have direct access to every major market in the United States with over 300 office locations. Their unique offerings of both products and services, supported by a national network, allow them to tailor investment services directly for a client's unique investment criteria across asset classes, geography, risk tolerance, and investment preference. NAI Legacy's team has a combined 150 years of experience in the commercial real estate sector, with over $6 billion of brokerage, investment, and property management experience. They have completed several significant syndications, including a $27.2 million syndication of a three-property portfolio in 2022 and a $42.5 million syndication of an Essential Net Lease DST Portfolio in 2021. Their investment philosophy focuses on providing clients with tax-efficient real estate investment solutions and comprehensive investment services through their brokerage, property management, and accounting divisions. They are committed to supporting clients throughout the entire real estate investment life cycle, helping investors buy properties, own them through active management and leasing, sell when the time is right, and reinvest using tax-advantaged strategies such as 1031 exchanges to maximize long-term returns. Their team of industry professionals brings together years of experience in real estate investment, brokerage, and property management, delivering strategic insight, hands-on expertise, and trusted execution to help clients achieve their goals. Fully committed to clients' success, they go beyond the transaction with a deep dedication to understanding objectives, anticipating needs, and providing tailored solutions with integrity and precision. Whether navigating complex deals or managing day-to-day operations, they treat investments as if they were their own.

Investment Focus

• Accredited Investors