LEGACY Opportunity Fund II
Highly diversified portfolio with attractive risk-adjusted returns
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 $2.192 billion in loans funded
2,084+ units closed
Zero Negative Returns Since Inception
LEGACY Opportunity Fund II
We created the Legacy Opportunity Fund II, LLC (LOF II) to continue to expand on the success of our previous funds while availing itself of new opportunities available in the markets we serve. Our traditional real estate asset-based lending activities will continue to be the cornerstone of the Fund.
LENDING PORTFOLIO
BRIDGE LOANS
CONSTRUCTION LOANS
MEZZANINE LOANS
REHAB LOANS
INVESTMENT STRATEGY
The LOF II portfolio consists of three strategies, including the proven lending practice used in our predecessor fund, the Legacy Opportunity Fund I:
CAPITAL STRUCTURE
LOF II is made up of:
FIRST LIEN DEBT POSITIONS
EQUITY CO-INVESTMENTS ALONGSIDE SPONSORS
DIRECT REAL ESTATE ACQUISITION
LOF II also makes select equity investments with the goal of increasing overall returns and capitalizing on best opportunities.
MEMBERSHIP UNITS
TARGET RETURN: 8-12%
MEMBERSHIP UNITS
BANK LINES OF CREDIT INVESTOR NOTES
WAYS TO INVEST
Personal Savings
Self-Directed IRA
Financial Advisors
INVESTMENT OPTIONS
Purchase membership units in LOF II
Purchase investor notes collateralized by the fund
Our Advantage
Funds approved by the Depository Trust and Clearing Corporation (DTCC)
The DTCC’s approval of the Legacy Opportunity Fund, LLC (LOF II) allow our funds to be listed on U.S. custodial platforms. Investors with brokerage accounts at custodians such as Charles Schwab and Fidelity can locate LOF II by its NSCC number, 940722139001.
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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