A $150 Million Fund From Legacy Group Capital
Healthy returns through real estate investing and lending opportunities in the Pacific Northwest and the Western United States.
Our Track Record
SUSTAINED SUCCESS
We have built a consistent track record of sustained success through prudent real estate lending and development in top real estate markets. By maintaining this successful strategy, we look to continue delivering high-value returns to our investors year over year.
Over $2.299 billion in loans funded
2,156+ units closed
Zero Negative Returns Since Inception
LEGACY Security Fund
We created the Legacy Security Fund (LSF) to continue to expand on the success of our previous funds. This investment will provide investors with the benefits of real estate investments while earning a higher interest rate than most money markets or CDs pay. Short-term holding periods allow investors liquidity when needed.
LENDING PORTFOLIO
BRIDGE LOANS
REHAB LOANS
CONSTRUCTION LOANS
INVESTMENT STRATEGY
The Legacy Security Fund provides 1st position loans to homeowners in the Western United States on single family homes and smaller town home developments. Preservation of investor capital is our priority.
CAPITAL STRUCTURE
LSF is made up of:
CLASS A SHARES
Currently paying an annualized 6.25% preferred interest rate.
CLASS
B
SHARES
Class B shares currently paying an annualized 7% preferred interest rate plus quarterly profits.
FIRST LIEN DEBT POSITIONS
MULTIPLE SHARE CLASSES PROVIDE DIFFERENT LIQUIDITY OPTIONS
WAYS TO INVEST
Personal Savings
Self-Directed IRA
Financial Advisors
PRIMARILY ALL OWNEROCCUPIED BORROWERS FOR A LOWER RISK
The Fund offers two different share classes to provide investors with flexible liquidity options and the opportunity to participate in profit sharing with the Fund.
INVESTMENT OPTIONS
Purchase membership units in LSF
Different share classes are available to meet your liquidity needs
Our Advantage
Unparalleled experience in the space and geography
LGC executives have originated commercial, residential, bridge, and construction loans in the Western U.S. for an average of 18 years each. LGC team members have deep backgrounds in lending, construction, and property improvement.
Differentiated, rigorous,
and time-tested
underwriting
The LGC team has managed successful lending businesses through every stage of the real estate cycle – including the most difficult.
Diversification
LGC’s diverse lending strategy allows the investment team to adapt to changing market conditions, assembling an optimal portfolio based on trends and forecasts.
Builder Services
LGC has provided construction lending, mezzanine financing, real estate acquisitions, and bookkeeping services to over 100 local builders.
Consumer Lending License
LGC maintains its consumer lending license, which allows us to lend to owner-occupied borrowers. These owner-occupied loans can be bridge loans, rehab loans, and custom construction loans.
Our Partner Team
Scott Rerucha
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