
Fund Strategy
Our strategy centers on value-add opportunities and long-term appreciation in
high-growth U.S. markets.
Next Legacy Fund Strategy
What is Fund Strategy
Next Legacy Fund One is an equity-focused investment fund with a primary concentration in real estate. The Fund is designed to acquire, manage and optimize high-potential real estate assets with the objective of delivering strong, risk-adjusted returns to investors. Our strategy centers on value-add opportunities and long-term appreciation in high-growth U.S. markets.
How We Use Capital
Investor capital is deployed with purpose to maximize value and minimize risk. Funds are strategically allocated for: Acquisition & due diligence Renovations & capital improvements Stabilization & repositioning Ongoing asset management Strategic debt repayment or refinancing
What We Invest In
Our portfolio targets: Multifamily properties (primary focus.) Select commercial assets. Niche opportunities such as RV parks, mixed-use developments and farmland (when aligned with our risk-return profile.) We focus on landlord-friendly, economically resilient markets with: Favorable demographics Job growth Inbound migration Current target locations: Florida, Texas, Missouri, and Sunbelt States
Investor Returns
Returns are generated through three key drivers: Rental Income & Operations → Monthly distributable cash flow Property Appreciation → Value increases from improvements & market growth Liquidity Events → Refinances or property sales Investors benefit from a blend of monthly cash distributions, long-term capital gains and potential tax advantages.

Hold Period & Liquidity
Next Legacy Fund One is designed for long-term growth, with a typical hold period of 5–10 years.
Liquidity events may include:
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Sale of stabilized or repositioned properties
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Recapitalization or refinance of assets to return equity
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Strategic exits at the fund level
While interim distributions may occur, the majority of capital is returned through these liquidity events as assets mature and appreciate.