At Legacy Investments and Real Estate, our mission is simple: help investors build their financial legacy through the power of passive real estate. As experienced wealth professionals who specialize in Delaware Statutory Trusts (DSTs), we create tailored 1031 Exchange strategies

that offer the potential benefits of real estate ownership, without the burdens of active property management.


For real estate professionals, Legacy serves as a high-impact resource and strategic partner. When your clients struggle to identify suitable replacement properties or need alternative 1031 solutions, we provide the tools and support to help you deliver exceptional value and keep deals moving forward, including:


● DST University Educational Course + Business-Building Workshops

● Concierge Marketing Program

● Large inventory of high-quality exchange eligible properties

● Industry-Leading Due-Diligence Software


Get to know your DST partner, Jamie Furlong


Jamie Furlong is the Managing Partner of Legacy Investments and Real Estate and a top-producing advisor specializing in Delaware Statutory Trusts (DSTs) and 1031 Exchanges. She holds Series 22 and 63 securities licenses, a B.S. in Mathematics and Economics, and is actively involved in the real estate and financial industries. With over 315 DST transactions

completed, Jamie uses her deep expertise to help real estate professionals elevate their business and navigate today’s complex exchange landscape with confidence.

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