Middle-Market Specialists: Multifamily, Office, & Special Situations
From Our Founders
We founded Capital Legacy Partners to pursue special situations in middle-market real estate, with a focus on multifamily and office. We look for opportunities where local knowledge and hands-on ownership can help address property challenges and complex capital needs.
We start with the people closest to each situation. Our relationships with local operators, investors, property managers, property and capital markets brokers, lenders, workout teams, contractors and subcontractors help us test assumptions, understand constraints and develop a practical business plan.
After closing, we stay directly involved in operations, leasing and capital improvements, and invest our own capital in every deal..
Our Experience
150
M+
IN TRANSACTIONS
98
M+
ASSETS UNDER MANAGEMENT
500
+
SUCCESSFUL OPERATIONS
We are actively evaluating new investments. Connect with our team to discuss your investment criteria and request information as opportunities become available.
Latest Acquisitions
Venture Tech VIII
Purchased 9/02/26
OFFERING STILL OPEN
Co-Investment: 32%
Strategy Stabilized Office Basis Reset, Legacy
Focus Office
Location The Woodlands, TX
Size 70,212 SF
Acquired 2026
Purchase Price $10.25M
Target Hold 10 Years
Property Status Operating
Target Levered IRR 13.09%
Projected Equity Multiple 2.66x
Projected Avg. Annual Cash-on-Cash 11.60% (Operations)
Investment Focus Streamline Operations & Leasing
Business Plan Asset Management, Legacy Hold
Edina 100
Purchased 01/06/2026
Offering Closed
Co-Investment: 25%
Strategy Repositioning / Heavy Value-Add
Focus Office
Location Edina, MN
Size 112,085 RSF
Acquired 2026
Purchase Price $4.95M
Target Hold 7–10 Years
Property Status Operating
Target Levered IRR 31.35%
Projected Equity Multiple 6.03x
Projected Avg. Annual Cash-on-Cash 15.43% (Operations)
Investment Focus Heavy Repositioning
Business Plan Lease-Up and Renovation
“Real estate rewards close attention. We stay very close.”
Why Capital Legacy Partners?
A Focused Investment Mandate
Middle-market multifamily, office, and special situations where our deep local knowledge and active ownership significantly move the needle.
Robust Reporting
We reconcile weekly and communicate constantly to assure that financials, property reports, and K1s are always on time.
Direct Principal Involvement & Investment
Our principals invest in every project, and stay involved in investment selection, capital decisions, and day-to-day operations against the business plan.
Investor & Partner Communication
We are always on call for our investors and our partners.
Active Asset Management
The team is very active in day-to-day operations. We are also invested alongside our partners, and run every property like an owner-operator.
Disciplined Underwriting
Our underwriting is careful, detailed, and conservative. We are not afraid of sitting on our hands if the numbers don't work.