Strategy
Investment Strategy
At LegacyFirst, we design wealth and build legacy by transforming commercial real estate into lasting engines of economic prosperity. Our strategy is built on disciplined execution, visionary development, and a deep commitment to aligning investor capital with sustainable, long-term value creation.
How We Do It
Services
Investment Management Services
The LegacyFirst leadership team has delivered customized real estate investment management services to more than 50 institutional clients across North America, Europe, and Asia—including separate accounts, commingled funds, and public-private partnerships. We offer a vertically integrated platform covering the full spectrum of investment services, including asset and portfolio management.
Development Management Services
LegacyFirst provides end-to-end development management services designed to unlock the full potential of your real estate assets—whether ground-up developments, adaptive reuse, or urban revitalization projects. Our integrated approach brings experience, discipline, transparency, and innovation to every phase of the development lifecycle.
Commercial Real Estate Services
LegacyFirst delivers full-service commercial real estate solutions tailored to the needs of our clients—including corporations, nonprofits, city agencies, and universities. Whether acting on behalf of tenants or landlords, our goal is to align real estate strategy with organizational priorities and value creation—ensuring every space supports your purpose, performance, and people.
National Brokerage Services
LegacyFirst provides National Brokerage Management Services through a proven, relationship-driven platform built over four decades. Our senior team has cultivated deep partnerships with best-in-class local brokerage professionals in more than 40 states—giving our clients seamless access to market intelligence, deal flow, and execution capacity nationwide.
Featured Project
Freedom West 2.0, San Francisco
Discover how LegacyFirst leaders are transforming an underperforming, underutilized resident-owned housing cooperative in San Francisco into a $2.3B master-planned community—preserving affordability, preventing displacement, and unlocking the value of four city blocks just three blocks from City Hall and directly bordering Hayes Valley, which is rapidly becoming known as AI Valley in the Bay Area.
Visit Project
