Private Client Investments
Tailored Solutions for Investors
NAI Legacy’s Private Client Program is founded on the belief that we are a people-first, real estate-second organization. We recognize the limitations of standardized, “off-the-shelf” investment products and offer a personalized approach for those seeking a more customized, “made-to-order” investment experience. Our team leverages our expertise, our extensive national network, and our diverse range of investment products to deliver tailored real estate strategies and solutions.
Private Client Capabilities
Tailored Real Estate Investment Strategies
Advanced DST & §721 UPREIT Structuring
Tax-Efficient Exchanges & Transition Planning
Investment Sourcing & Acquisition Advisory
Partnership Recapitalization & Exits
Strategic Estate & Legacy Consulting
Specialty Partner Program
NAI Legacy’s Joint Venture Program leverages our DST & REIT infrastructure, investment platform, and national network to align our expertise with yours to create opportunities that unlock greater scale, efficiency, and value.
DST Infrastructure
Utilize our established DST platform built for efficient, compliant capital raising and sponsor level execution without the barriers of entry of becoming a Sponsor.
REIT Infrastructure
NAI Legacy sources acquisition opportunities through our expansive real estate network, including collaboration with other NAI offices across the country.
NAI Network
Leverage our affiliated NAI Global nationwide network of 5,200+ brokers to source, advise, and manage opportunities in virtually every U.S. market.
Compliance & Investor Relations
Rely on our team and our network of best-in-class providers to manage compliance, investor relations, reporting, and all back-office administration.
How It Works
Discover
We begin with a detailed conversation to understand your goals, tax position, and long-term
objectives.
Design
Our team crafts a personalized strategy aligned with your financial, estate, and investment needs.
Implement
We structure and execute tailored real estate solutions through our DST, REIT, or direct
investment platforms.
Manage
Ongoing oversight and reporting ensure your investments remain aligned with your evolving
goals.