Questions to ask
before investing
Why should I invest with Legacy Makers Group, specifically?
As Realtor's we understand the unique circumstances that many Realtors find themselves in when operating at the top of their game. Aside from our experience as Real Estate Professionals, we also have significant experience in the Real Estate Investment space. We have completed many fix and flip projects, bought improved, and managed many multifamily rentals, and have even developed a few STR's. We've navigated many challenging market cycles without compromising our investor's capital.
How do you mitigate risk for your investors?
We’re realtors ourselves so we understand the unique situation that most realtors find themselves in when they’re operating at the top of their game. We like supporting the industry and fellow pro’s . Aside from our experience as realtors, we’ve also got a tremendous amount of experience investing in real estate, hands-on managing properties of various sizes and leading teams. We’ve navigated extremely challenging market conditions without ever compromising our investors.
What happens if an investment ‘goes sideways’?
We can not predict the future, and that is why we work with highly experience operators that have extensive experience in the industry. The deal really shouldn’t ‘go sideways’ because we attempt to model out every possible scenario before we even say yes to a deal.
We focus on what is in our control, things like the building itself, the condition of the materials, the market dynamics, employment numbers, comparables, trends, and projections for rents in that specific neighborhood. Our experience tells us what we need to be paying attention to. We encourage our investors to ask questions about the numbers and underwriting. We’re here to be transparent, share everything we know and walk step by step through the projections together if you want that.
That said, there are always things that we can’t predict. Things like 9-11, COVID, or a factory closing in town, can’t be planned for. That is when you rely on experience and character. We have experienced navigating major changes like this in the past and have a track record of returning our investors' money. As men of good moral character, we also seek out partners whose values align with ours to ensure that when things do get challenging the right decisions are made with the investors best interest in mind.
Got questions? Curious to learn more details?
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How do you evaluate opportunities?
What can I expect if I invest with you?
Why are you so passionate about helping realtors?
Who can invest with you? Is this only for realtors?
Our focus is helping high performing Real Estate Sale professionals along with other high performing sale professionals that may or may not be in the Real Estate Space. We help both accredited investors and sophisticated investors find alternative investment vehicles that earn double digit returns and often times double our investors investment in as little as 3 to 5 years.
How does the process of investing work?
Legacy Makers Group will go through all of our own underwriting and due diligence on a specific property. Once the property meets all of our criteria, we exclusively offer that investment opportunity to potential investors who have met with us and asked to be our list.
We’ll go through the deal with you in detail, sharing the numbers, the projections, photos of the property and the business plan. If you like the property and wish to invest, we’ll ask you to wire your funds to us and sign an agreement stating your position as a fractional owner. Once the money is received and confirmed, your work is done. We will communicate with you through each step of the process and you’ll have direct access to us to ask questions.
Once the property closes and ownership is transferred and we move into ongoing management.
MONTHLY: You’ll hear from us with updates on how the property is performing, the status of our renovations and financial reports. You will always have direct access to Rich and Dan to ask questions and get updates. We’re happy to share all the details and meet to talk in more detail with you.
QUARTERLY: After 90 days of ownership, we start sending distributions to our investors based on the cashflow of the property. You’ll receive these funds directly into your bank account!
ANUALLY: We will prepare a K-1 for you to pass along to your CPA which will allow you to take advantage of the tax benefits
Typical project cycles are 3-5 years depending on the market, the economy and the business plan. During that period you will not have access to the capital you invested with us.
When the time is right to sell the property we take the property to market and handle every aspect of the sale and transfer, with the goal of generating as much profit as possible for YOU the investor. Once the property sells we send a final distribution to you including your original capital and any additional earnings.
Access The Realtors Guide
Are you the self-study type? Then we made this guide for you!
Answers questions like:
What is a syndication?
Why multifamily (compared to other types of real estate)
How the process works
What to expect as an investor
How much time is required
Legacy Makers Group does not make investment recommendations, and no communication through this website or in any other medium should be construed as such. Investment opportunities posted on this website are "private placements" of securities that are not publicly traded, are subject to holding period requirements, and are intended for investors who do not need a liquid investment. Private placement investments are NOT bank deposits (and thus NOT insured by the FDIC or by any other federal governmental agency), are NOT guaranteed by and may lose value. Neither the Securities and Exchange Commission nor any federal or state securities commission or regulatory authority has recommended or approved any investment or the accuracy or completeness of any of the information or materials provided by or through the website. Investors must be able to afford the loss of their entire investment. Any financial projections or returns shown on the website are estimated predictions of performance only, are hypothetical, are not based on actual investment results and are not guarantees of future results. Estimated projections do not represent or guarantee the actual results of any transaction, and no representation is made that any transaction will, or is likely to, achieve results or profits similar to those shown. Any investment information contained herein has been secured from sources that believes are reliable, but we make no representations or warranties as to the accuracy of such information and accept no liability therefor. Offers to sell, or the solicitations of offers to buy, any security can only be made through official offering documents that contain important information about risks, fees and expenses. Investors should conduct their own due diligence, not rely on the financial assumptions or estimates displayed on this website, and are encouraged to consult with a financial advisor, attorney, accountant, and any other professional that can help you to understand and assess the risks associated with any investment opportunity. Investments in private placements involve a high degree of risk and may result in a partial or total loss of your investment. Private placements are generally illiquid investments. Investors should consult with their investment, legal, and tax advisors regarding any private placement investment.