Our Strategy

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It’s All About The Team.

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Key Markets

Our acquisitions team targets carefully vetted value-add real estate in our primary markets. Capital Legacy Partners oversees and manages the entire process, from acquisition to overseeing management, refinancing and sale.​

 
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Due Diligence

A local, experienced team is crucial to ensure a high-performing property, so the Capital Acquisitions team focuses ample resources in building and negotiating essential operator relationships in the USA fastest-growing primary and secondary cities.

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Expert Team

These local operators include brokers, lenders, contractors, property managers, handymen, insurance brokers, etc., who are interviewed and vetted against our driving values of Integrity, Transparency, and Excellence.

Invest in Fast-Growing Markets​.

Property Type

Office Buildings We target well-located, multi-tenant Class B suburban office buildings in high-growth markets. Our focus is on properties with clear leasing upside and strong fundamentals, where hands-on management and thoughtful upgrades can unlock meaningful long-term value.

Multifamily Properties We acquire high-quality Class B multifamily communities in strong, growing markets across the United States. By improving operations and selectively upgrading units, we create durable cash flow and attractive long-term appreciation for our investors.


Metrics

Among other criteria, we like to see a minimum 8% yearly cash-on-cash return, 80% occupancy, and rents 10% below surrounding market rates. The most important criterion for us is the ability to raise value enough to cash out refinance.


Target Markets

Houston, Dallas, San Antonio Texas and Minneapolis/ St. Paul.


Middle Market Focused

$5M to $30M in total capitalization.​

 

Value-Add Strategy​.

Commercial Real Estate is valued by the income it generates. This means that increasing income or lowering expenses (or both) allows us to control the property’s value and opens the opportunity for a CASH OUT REFINANCE for our investors. When we purchase an property, we focus on properties that:​

  • Have had underperforming supervision from current management​

  • Have rents below market rate​

  • Have a high vacancy relative to local comparable properties​

  • Have been self managed for many years

  • Are in poor or outdated physical condition

 

These types of properties allow us to employ strategies that increase the property’s value, such as:​

  • Implementing a utility bill-back system (ratio billing)​

  • Improving unit interiors to increase rents​

  • Improving curb appeal​

  • Streamlining expenses​

  • Boosting the overall tenant experience​

  • Develop additional income streams

  • Renovating leases at current market rates​

 
Capital Legacy Partners | Real Estate

Invest alongside Capital Legacy Partners and ​Establish Your Financial Legacy.