LEGACY Northwest Fund
Predictable Returns and Consistent Growth
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 Northwest Fund
We formed the Legacy NW Fund (NW) in 2007 after identifying a need for private lending in the Seattle real estate market. The Fund’s positive returns during unprecedented economic difficulties in 2008 and 2009 furthered our belief that expediency is never a substitute for judicious lending.
LENDING PORTFOLIO
BRIDGE LOANS
REHAB LOANS
CONSTRUCTION LOANS
INVESTMENT STRATEGY
The NW Fund provides 1st position loans to homeowners and real estate builders in the Western United States on single family homes and smaller townhome developments. Preservation of investor capital is our priority.
CAPITAL STRUCTURE
NW Fund is made up of:
BANK LINES OF CREDIT INVESTOR NOTES
WAYS TO INVEST
FIRST LIEN DEBT POSITIONS
Personal Savings
Self-Directed IRA
EQUITY CO-INVESTMENTS ALONGSIDE SPONSORS
OWNER AND NON-OWNEROCCUPIED BORROWERS
Investors in the Fund receive an annualized 9% interest rate on a 2-year note. Interest is paid quarterly and reported on a Form 1099. Shorter term notes are available as well.
INVESTMENT OPTIONS
Purchase investor notes collateralized by the fund
Retirement assets are not subject to UBIT tax
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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