Legacy Investment & Management is committed to providing personal, professional, and effective management of your individual unit, professional center, or community association. We are dedicated to maintaining property values for all of the homeowners and business owners who live and work in our communities. Legacy does this with superior communication, personal service, third party financial management, and efficient administrative tracking making you our priority!

Association Benefits Program – Programs for the individual homeowner

• Licensed real estate agents
• Financial and investment planning
• Mortgage Loan origination & refinancing
• Legal referral
• Contractor referral
• Cleaning and maid services
• Tutoring and educational needs
• Sports enrichment
• Congeries services
• Special event assistance
• Security Plan Development

Community Association Management

Administrative Services include but not limited to:

• Management Reports
• 24 –Hour Emergency Service
• Contract Administration
• Insurance Administration
• Site Staff Hiring, Training and Supervision
• Enforcement of Community Rules and Regulations

Financial Services include but not limited to:

• Financial Reports
• Payroll Administration
• Payment of Association Obligations
• Collection of Association Assessments
• Delinquency Collections
• Preparation of Annual Budget

Facility Services include but not limited to:

• Site Based Engineering and Maintenance Staffing
• Energy Conservation and Purchasing
• Project Management
• Structural and Mechanical Inspections
• Mobile Staff for Part Time Engineering and Maintenance Coverage

Consulting and Business Development

We offer the following services to produce optimum results:

• Budget preparation and supporting narratives
• Legal document and site plan review
• Service levels and amenities consultation
• Interim management (Association Set-up Program)
• Creation of Owners Manual and Books of Resolutions
• Resident Orientation and Transition Programs
• Board of Directors and Committee Training
• Staffing Studies and personnel Policies Manuals
• Operational Evaluations and Management Audits

Brokerage Services

General Brokerage

• Real Estate Listing and Sales
• Buyers Representation
• Market Analysis
• Make Ready Consultation
• Advertising and Multiple Listing of Property
• Contract Negotiation and Execution
• Successful Settlements

Property Management and Leasing

• Rental Market Analysis
• Advertising and Multiple Listing of Property
• Lease Negotiation and Execution
• Turnover and Ongoing Maintenance Oversight
• Regular Property Inspections
• Rent Collection Bill Payments
• Monthly Financial Statements
• 24-hour Emergency Service
• Superior Tenant Selection