Bart Harrison Email & Phone Number

Bart Harrison is the Founder of Legacy 1031. His career includes more than 37 years of experience in the financial services industry with the past 20 years focused exclusively on real estate securities.Prior to founding Legacy 1031, Bart was responsible for educating financial advisors and intermediaries on the benefits of allocating a portion of their investment portfolio into REITs and private real estate funds. In 2015, Bart recognized a growing need among accredited investors for 1031 Exchange replacement properties and focused his practice on 1031 Exchange transactions using Delaware Statutory Trusts (DST). Further expanding his practice, when the Qualified Opportunity Zone (QOZ) program was introduced in 2017 as part of the Tax Cuts and Jobs Act, Bart understood that the tax planning benefits QOZ funds offered were not only essential for real estate investors but also for individuals looking to defer tax on the sale of any other investment that generates capital gains (stocks, business interests, art, etc.)Bart excels at communicating the features of DSTs and QOZ offerings in a way that makes the pros and cons of investing easy to understand. His career in the commercial real estate securities industry, coupled with his personal and professional experiences, have helped shape the investment philosophy that guides the company today.Bart played basketball at both Rice University and Samford University, where he completed his education. He also holds FINRA Series 7, 24 and 63 licenses.​Bart@Legacy1031.comThere are risks associated with investing in real estate properties including, but not limited to, loss of entire investment principal, declining market values, tenant vacancies and illiquidity. Because investors situations and objectives vary this information is not intended to indicate suitability for any particular investor. Potential cash flows are not guaranteed and could be lower than anticipated. Diversification does not guarantee profits or guarantee protection against losses. Accredited investors typically have a $1 million net worth excluding primary residence or $200,000 income individually/$300,000 jointly of the last three years. Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Legacy 1031 is independent of CIS, both of whom are unaffiliated with third-party sites, cannot verify the accuracy of, nor assume responsibility for any content of linked third-party sites. Information available on third-party sites is for informational purposes only.Series 7,63,24

Listed skills include Alternative Investments, Series 7, Investments, Financial Advisory, and 8 others.

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  Founder

  Legacy 1031

  May 2015 - Present - Birmingham, Alabama Area

  Legacy 1031 is committed to being your “go to” resource for everything 1031 or 1033 exchange related. Legacy 1031 will: • explain the potential benefits of doing an exchange• evaluate your current situation• assist you in the process of setting up the exchange• when necessary, work with your other professionals (CPA, attorney)• ultimately, provide you with what we believe to be the best replacement property options/solutions available, using securitized real estate offerings