Dan L. Werry, JD, MBA - Investment Strategist

Think Beyond With

Real Estate Funds

Ready to expand your portfolio beyond conventional investments like stocks, bonds, or savings? At Legacy Private Wealth, our real estate funds provide a dynamic, scalable option with the potential for steady growth—opportunities that traditional investment platforms often overlook.

Risks and Returns

Real estate funds can offer a potentially dependable source of income, but they also carry distinct risks. With the expert guidance of Legacy Private Wealth, you can navigate these complexities, aiming to achieve steady returns while actively managing exposure to market volatility.

Boost Portfolio Resilience

Historically, real estate funds have shown a low correlation with traditional assets, offering a potential layer of protection for your portfolio. This resilience can help enhance stability and may reduce overall risk during periods of market volatility.

Tap Into Exclusive Markets

Institutions have historically dominated the real estate market, benefiting from access to high-quality, institutional-grade assets. At Legacy Private Wealth, we seek to level the playing field by offering real estate funds that provide individual investors with access to the same caliber of opportunities once reserved for large institutions.

Current Real Estate Fund Offerings

Madison Convenience Fund I LLC

State: N/A
Equity Offered: $100,000,000
Property Type: Retail
LTV: 0%
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Go Store It Opportunity Fund LP

State: N/A
Equity Offered: $250,000,000
Property Type: Self Storage
LTV: 65%
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Empire Central & McDowell Development LLC

State: N/A
Equity Offered: $50,000,000
Property Type: Multifamily
LTV: 0%
View All Properties

Reszi Fund VI LP

State: N/A
Equity Offered: $54,000,000
Property Type: Other
LTV: 0%
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Links Car Wash Opportunity Fund II LLC

State: N/A
Equity Offered: $75,000,000
Property Type: Retail
LTV: 0%
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S2K/Miller CLT Fund LP

State: N/A
Equity Offered: $21,000,000
Property Type: Multifamily
LTV: 0%
View All Properties
View Additional Investment Properties

Start Exploring The Opportunities That Real Estate Funds Can Offer For Your Financial Future

Ready to learn more about how real estate funds can help you achieve your financial goals? Schedule a consultation with our experienced team today.

Get Started Today