Forge Your Financial Legacy With Institutional-Quality Commercial Real Estate
Leverage our experience as sponsors and operators of multifamily and mixed-use properties and reap the benefits of commercial real estate.
Our Advisors.
We Are, Above All, Custodians of Our Investors’ Trust and Stewards of Their Capital
This is our motto, our touchstone and our guiding principle, and it governs every decision we make. You will often hear “does this benefit our investors?” in our meetings and discussions. Our team is so keenly aware of this that we have structured the company and the team’s compensation packages to align with our investors’ success. We don’t win until they win. Period.
We believe in transparency and hard work, that our word is our bond, and that a handshake is as good as a contract.
— Israel and Mark, founding partners.
Our Track Record
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IN TRANSACTIONS
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ASSETS UNDER MANAGEMENT
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SUCCESSFUL OPERATIONS
Current Offerings
Multifamily Opportunity & Rescue Fund
Strategy xxxxx
Focus xxxxx
Target Size 10M
GP Contribution 30%
Hold Period 5 Years
Target Return xxxxx
Investment Type Equity, Preferred Equity, Private Credit
Status xxxx
Office Opportunity & Rescue Fund
Strategy xxxxx
Focus xxxxx
Target Size 10M
GP Contribution 30%
Hold Period 5 Years
Target Return xxxxx
Investment Type Equity, Preferred Equity, Private Credit
Status xxxx
21-Unit SFR Portfolio
Strategy xxxxx
Focus xxxxx
Target Size 1.5M
GP Contribution 30%+
Hold Period Max 24 months
Target Return xxxxx
Investment Type Equity
Status Open
Recent Exits
Cornerstone Apartments, Des Moines, IA
Total Capitalization $6.6M
Size 124 Units
Purchased 2020
Status Listed For Sale 2025
Investment Type Equity
Target Return 2.34x ROE
Final Return Pending - Listed for Sale 2025
Strategy Heavy Value-Add/Cash-out Refinance
Lobb Field Apartments, Rochester, MN
Total Capitalization $2.33M
Size 36 Units
Purchased 2019
Status Fully Exited 2025
Investment Type Equity
Target Return 3.77x ROE
Final Return 5.7x ROE
Strategy Heavy Value-Add/Cash-out Refinance
The Host Business Suites, Mexico City, Mexico
Total Capitalization $2.6M
Size 56 Units
Opened 2015
Status Fully Exited 2022- Sold To Local Operator
Investment Type Equity
Target Return 14%
Final Return 28%
Strategy Repositioning-Multifamily to Hotel
Our Process
1.Discussion
Our relationship begins with one (or several!) conversations with you. We want to meet you to lean about your investment goals and to see if we can be a vehicle to reach them. You will then be able to access our investor portal, where we publish new offerings as they come online.
2.Offering
We research and source institutional-quality properties. Once we have one that meets our criteria, we build the business plan, negotiate the purchase terms, perform due diligence, acquire financing and develop all necessary paperwork to register the offering. We then share it with you in your investor portal.
3.Invest
If the investment fits your criteria, we will guide you through the business plan, paperwork, the offering, and the financials; we will share as much information as you need for you to make a comfortable investment decision.
4.We Manage — You Get Paid
We make sure rents are collected, the property is well maintained, the expenses are paid, people are hired, and renovations are done within the planned budget — We manage the project and distribute quarterly your pro-rata share of cashflow. If we refinance, we will return capital. When we sell, we distribute your profits.
Investors Make Money in 4 Ways.
Cashflow & Profits
After paying expenses, leftover cash is typically distributed out to investors on a quarterly basis according to their % ownership.
Principal Paydown
Every time our tenants pay rent, they are paying down the loan and building equity for our investors.
Forced Appreciation
Commercial real estate is valued on its Net Operating Income, so when we streamline management and/or add value (renovations, deferred maintenance, better tenant experience, etc.) in order to increase net cashflow, we are forcing an increase in the property’s value.
Depreciation (& Other Tax Benefits)*
Since we typically employ cost segregation studies, fiscal losses are generally greater than net cashflow, so distributions generally flow to investors tax-free or tax-deferred. 1031 Exchanges are also a possible strategy to minimize tax burdens. Additionally, when we refinance, equity returned is not taxed.
“We Rise by Lifting Others”
Why Invest With Legion Real Estate?
Dedicated Team of Professionals
Legion Real Estate's Asset Management, Project Management, and Acquisitions Teams are the key to our investors success
Complete Transparency
Our investors have unrestricted access to their investment's Operations, Management, and Accounting
We Put Our Investors’ Goals First
Our investors are the 'Legion' behind our company. We are, first and foremost, stewards of our investors’ capital
Access to Institutional-Level Properties
Invest in previously unaccessible investments, backed by Legion Real Estate’s team of professionals
Better Returns
Real Estate has been mare stable and historically outperformed the S&P 5OO*
Unique Tax Advantages
Real Estate has some unique tax advantages (such as accelerated deprecation) that allow our investors to receive most distributions tax-free*
