LegacyFirst: Investment Management and Commercial Real Estate Services

LegacyFirst is a vertically integrated investment management and commercial real estate services firm specializing in helping our clients and partners transform commercial real estate into engines of economic prosperity.

Our Approach

What Makes Us Unique

Market Returns

Institutional Grade strategies builtfor market returns and generational legacy.

Community Ownership

Strategies designed to achieve investor targets, meet civic objectives, and catalyzeeconomic prosperity in communities.

Best In Class Partnerships

As architects of prosperity, we select and manage the execution of our partners to achieve your goals.

Ethos

Our Philosophy

Legacy isn’t an afterthought. It’s a deliberate outcome shaped by every investment we make, every team member we employ, and every client we serve. That’s why we plan in decades, not quarters—crafting strategies that balance immediate-term economic performance with long-term societal impact.

Whether repositioning a single asset or guiding a multi-market portfolio, we make decisions that preserve capital, unlock value, and create lasting economic prosperity for investors, cities, and communities.

At LegacyFirst, we’ve assembled a world-class team—seasoned industry veterans working side by side with the next generation of rising talent. Together, we’re united by a single mission: to serve as architects of prosperity for the clients who entrust us with their legacy.

Landon Taylor
Co-Chairman & CEO

Our Ethos

The Four C’s Framework

At the core of our approach is an ethos driven model for superior value and legacy creation: our Four C’s Framework.

Traditional approached to real estate investment and development are often driven by a friction-based model that ends in a win-lose outcome amongst some of the stakeholders. Legacy First’s Four C’s Framework takes a more intentional path--- strategically aligning the interest of capital, corporate, civic and community stakeholders to create synergistic investments that achieve win-win outcomes. By bridging sectors that often have competing interest, we unlock value others miss and build portfolios designed for enduring and long-term value creation.

This isn’t just stakeholder alignment ---- it’s a blueprint for durable success. The Four C’s Framework intentionally aligns the interest of capital, corporate, civic and community members from the start, creating a rare kind of public private partnership. The result: projects that pencil economically, pass city approvals, earn public trust, and stand the test of time. It’s how we turn friction into force – and investments into outcomes that leave a legacy.

Discover how financial returns guided by legacy are built.

Learn More

Build Wealth. Leave Legacy.

Discover how financial returns guided by legacy are built.

Build Wealth.
Leave Legacy.