Legacy Venture Fund Brochure

LEGACY

Venture Fund Distinctive fund providing strategic real estate investment opportunities

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.

2,537+ units closed

Over $2.938 billion in loans funded

Zero Negative Returns Since Inception

Total Portfolio *THROUGH DECEMBER 31, 2025

$1.2B

$1B

$800M $709

$600M $476 $432

PROJECTED

LOAN & ACQUISITION VOLUME FUNDED

$1.1B

$386

$400M

$211 $200M

$6

$5

$16

$24

$27

$22

$54 $75 $26 $39

$104

$134

$155

$0 2008 2009 2010 2011

2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026* YEAR

LEGACY

Venture Fund We created the Legacy Venture Fund (LVF) to provide investors with the opportunity to participate in real estate projects through the Fund. Investors will receive an annual 12% preferred interest rate plus profit sharing distributions.

LENDING PORTFOLIO

100% MEZZANINE LOANS

INVESTMENT STRATEGY

CAPITAL STRUCTURE

The Legacy Venture Fund issues mezzanine loans (2nd lien position) on single family homes and smaller town home developments.

Investors in LVF purchase membership units and receive a 12% preferred interest rate and profit distributions annually.

OUR HIGHEST TARGETED FUND RETURNS

WAYS TO INVEST 100% MEZZANINE (2ND POSITION) LOANS

Personal Savings Self-Directed IRA Financial Advisors

SUBSTANTIAL ANNUAL DISTRIBUTIONS

The Fund provides investors unique mezzanine loans to builders on single family home projects. Investors receive the opportunity to participate in these projects through their investment in the Fund.

Membership Units Target Return: 14-19%

INVESTMENT OPTIONS Purchase membership units in LVF Retirement assets are not subject to UBIT tax

Our Advantage

Funds approved by the Depository Trust and Clearing Corporation (DTCC) The DTCC’s approval of the Legacy Venture Fund LLC (LVF) allows our fund to be listed on U.S. custodial platforms. Investors with brokerage accounts at custodians such as Charles Schwab and Fidelity can locate LVF by its NSCC number, 9407233001.

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

Brent Eley

Chris Gurdjian

CEO

NMLS-35795 President

CSO

Ed Messman

Kevin Cawley

Ed Bachtold

CIO

CTO

Managing Partner of Finance

Jarrett Johnson

Chris Steward

Director of Asset Management

Director of Investments

Legacy Group Capital LLC 10900 NE 8th St, Ste 800 Bellevue, WA 98004 Local: 425-635-4700 | Toll-Free: 800-809-1822 NMLS #: 99045, BK-2001549 Equal Opportunity Lender | nmlsconsumeraccess.org

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