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United Legacy | Investments (Desktop)

Current Offerings

IRA / 401k Eligible Accredited Investors Only
Income Fund
Invest · Build · Relax

A private real estate debt fund designed to generate fixed income through professionally managed lending secured by real estate in high-demand coastal markets.

Cash on Cash
45% – 56.06%
Structure
Reg D 506(c) / LP
1031 Eligible Accredited Investors Only
Oceanside Development
Own · Earn · Defer

Own a share of premier coastal real estate in downtown Oceanside through a professionally structured TIC investment. 

Cash on Cash
35% – 50%
Structure
Reg D 506(c) / TIC
"At some point you just need to put your trust in people that know a lot more than you do, and we did and I have no regrets." — Robert C., Honolulu, HI

More Ways To Invest

Self-Directed Investing

Back Your Retirement With Real Assets

Have an existing IRA or old 401(k)? Self-direct your retirement capital into alternative investments while preserving the tax advantages of your qualified account and maintaining control over your long-term investment strategy.

  • Invest in real estate, private lending, and other alternative assets.
  • Preserve the tax-advantaged status of your IRA or eligible retirement account.
  • Diversify beyond traditional stocks, bonds, and public markets.

1031 Exchange

Unlock the Full Potential of Your Investment Property

Your investment property may hold more value than you realize. A 1031 exchange allows you to defer eligible capital gains taxes while repositioning equity into professionally managed real estate designed for passive income, long-term growth, and greater investment efficiency.

  • Defer eligible capital gains taxes through a qualifying exchange.
  • Reposition equity into professionally managed real estate.
  • Transition from active property management to passive ownership.
United Legacy | Investments (Mobile)

Current Offerings

IRA / 401k Eligible Accredited Investors Only
Income Fund
Invest · Build · Relax

A private real estate debt fund designed to generate fixed income through professionally managed lending secured by real estate in high-demand coastal markets.

Cash on Cash
45% – 56.06%
Structure
Reg D 506(c) / LP
1031 Eligible Accredited Investors Only
Oceanside Development
Own · Earn · Defer

Own a share of premier coastal real estate in downtown Oceanside through a professionally structured TIC investment. 

Cash on Cash
35% – 50%
Structure
Reg D 506(c) / TIC
"At some point you just need to put your trust in people that know a lot more than you do, and we did and I have no regrets." — Robert C., Honolulu, HI

More Ways To Invest

Self-Directed Investing

Back Your Retirement With Real Assets

Have an existing IRA or old 401(k)? Self-direct your retirement capital into alternative investments while preserving the tax advantages of your qualified account and maintaining control over your long-term investment strategy.

  • Invest in real estate, private lending, and other alternative assets.
  • Preserve the tax-advantaged status of your IRA or eligible retirement account.
  • Diversify beyond traditional stocks, bonds, and public markets.

1031 Exchange

Unlock the Full Potential of Your Investment Property

Your investment property may hold more value than you realize. A 1031 exchange allows you to defer eligible capital gains taxes while repositioning equity into professionally managed real estate designed for passive income, long-term growth, and greater investment efficiency.

  • Defer eligible capital gains taxes through a qualifying exchange.
  • Reposition equity into professionally managed real estate.
  • Transition from active property management to passive ownership.