LEGACY Venture Fund
Distinctive fund providing strategic real estate investment opportunities
A
$50 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 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
INVESTMENT STRATEGY
The Legacy Venture Fund issues mezzanine loans (2nd lien position) on single family homes and smaller town home developments.
CAPITAL STRUCTURE
Investors in LVF purchase membership units and receive a 12% preferred interest rate and profit distributions annually.
OUR HIGHEST TARGETED FUND RETURNS
100% MEZZANINE (2 ND POSITION) LOANS
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%
WAYS TO INVEST
Personal Savings
Self-Directed IRA
Financial Advisors
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
Ed
