Investment

The Legacy
Portfolio.

Two adjacent developments on East 22nd Street in Chicago Heights: a commercial mixed-use anchor and a luxury residential community, both inside a federally designated Opportunity Zone.

Stacked Advantages

Federal & state incentives that multiply returns.

One of the rare real estate plays that stacks multiple federal and state tax incentive programs, creating the potential for investor returns that significantly exceed the targeted cash yields alone.

Incentive
Federal Opportunity Zone

Capital gains deferral, reduction, and potential elimination when held 10+ years.

Incentive
New Markets Tax Credits

39% federal tax credit on qualified equity, claimed over 7 years.

Incentive
Illinois Historic Credits

State historic preservation credits on the Legacy 22 rehabilitation.

Incentive
MBE / SBA 8(a)

Minority Business Enterprise certified. Federal 8(a) pursuit in progress.

Community Impact

The numbers that matter beyond returns.

40+
Full-Time Jobs
$240K
Annual Tax Revenue
27
Residential Units Delivered
10%
Revenue to Legacy Fund
Investment Structure

Ready to review the full financial model?

Four preferred equity tiers, the Founding Partner Program, projected distributions, and subscription documents are available upon NDA execution.