Tax-Efficient Real Estate Investment Solutions

NAI Legacy helps clients create and preserve wealth through tax-efficient real estate investments.

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NAI Legacy is a full-service commercial real estate firm specializing in tax-efficient real estate investment solutions. NAI Legacy is focused on Commercial Real Estate Investments, Brokerage, NNN Properties, Property Management, Asset Management, and Private Client Solutions. The team at NAI Legacy has a combined 150 years of experience in the commercial real estate sector with over $6 billion of brokerage, investment, and property management experience. Our affiliation with NAI Global connects us to regional offices across the US and beyond.

Investment Solutions

  • Delaware Statutory Trusts (DST)
  • Discretionary Fund
  • Private REIT
  • Private Client Programs
  • Specialty Programs

Tax Expertise

  • §1031 Like-Kind Exchange
  • §721 Partnership Contribution (UPREIT)
  • §1041 Property Basis
  • §168 Accelerated Depreciation
  • §453 Installment Sales
  • §1400 Qualifies Opportunity Zone (OZ)
  • §856 Real Estate Investment Trust (REIT)


Investment Platform

NAI services investors across 28 states


$230M+ Acquisitions | 950K Square Feet

About NAI Global

NAI is a leading global commercial real estate brokerage firm. NAI has more than 300+ offices strategically located throughout North America, Latin America and the Caribbean, Europe, Africa, and the Asia Pacific, with 5,100 local market professionals, managing in excess of 1.1 billion square feet of property and facilities. Annually, NAI completes in excess of $20 billion in commercial real estate transactions throughout the world.