Sterling Legacy was established to help high net worth individuals and family offices use proven real estate strategies to build and preserve wealth through private equity investments.

Our strategy is centered around three core principles:

- Inflation-protected income from Class A multifamily housing communities located in high growth markets.
- Preservation of capital through exhaustive research and due diligence in the asset selection process.
- Integration of the estate planning structures of our investors and their advisors if tax efficient wealth transfer is desired.

Our approach focuses on the following acquisition criteria:

- Local governments with high municipal bond rankings located in AAA rated states.
- Major national markets with diverse economies that offer thriving science, technology, and health care sectors and significant employment growth.
- Class A communities and assets located on A+ land sites which combine a stable income stream with the potential for long-term capital appreciation.
- Assets valued at less than $50 million in order to avoid direct competition from institutional investors.

We incorporate longer term strategies which are conducive to tax-efficient wealth transfers.  If estate planning is a consideration, the Sterling Legacy team will work with you and your advisors to evaluate suitable multifamily assets for your portfolio strategy.

STERLING LEGACY

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