You can become a Partner in the SMI Legacy Fund.

  • Contribute your real estate to the Fund with our 721 Exchange Program; the equity in your real property will convert to ownership in the Fund
  • Contribute cash to the SMI Legacy Fund in exchange for ownership in the Fund

Target Earnings

>12%

Total annual return on investment

>4%

Quarterly cash flow distribution (cash on equity return)

Maintain the benefits of owning real estate. Drop the hassle.

Investors benefit from organic appreciation of the diversified portfolio. Additionally, the Fund acquires properties in which we can create value and accelerate appreciation potential.

Happy investment partners. Excellent reviews.

As an active real estate investor, I was thrilled to learn about the SMI Legacy Fund as a well-designed alternative to traditional ownership.  Having worked with Logan deVos for many years, I trust that this team of knowledgeable and experienced professionals would be excellent stewards of my investment dollars.  I invested cash initially and I also hope to contribute property to the Fund, when the timing is right for my portfolio.  The opportunity to avoid the hamster wheel of 1031 exchanges, eliminate tenant and property management headaches, and to diversify across a well-managed portfolio of assets was very appealing to me.  I have recommended the Fund to several of my clients as a smart and hassle-free addition to their investment portfolio.

Kerrie Johnson

Investor/Property Owner

I had the opportunity to represent SMI Fund Management as a buyer, and the experience was excellent from start to finish. They were professional, responsive, and—most importantly—did exactly what they said they were going to do. The seller, who joined the SMI Fund as part of the transaction, is elated to become a partner and truly enjoy the benefits of being a passive investor. It’s always a pleasure working with a group that performs with integrity and follow-through. Looking forward to the next deal together.

Adam Smith, Senior Broker

HFO Investment Real Estate

My wife and I invested in the SMI Legacy Fund because we wanted all the advantages of owning property but none of the headaches associated with owning property. The fund is managed by experts. We have full trust and confidence in the Fund’s ability to navigate the market. We have been very pleased over this past year as our position in the fund has increased. We are excited to see what the future holds. I highly recommend investing.

Don McBride

Investor

Some of the Assets in the Fund’s Portfolio:

  • Professional Office Building

    • 1245–1255 Pearl St, Eugene
    • 25,149 sq. ft.
    • Year Acquired: 2025
    • Contributed Value: $4,000,000

  • Martha Washington Apartments

    • 15-unit Multifamily
    • Year Acquired: 2025
    • Contributed Value: $2,350,000

  • Maple Square Apartments

    • 765-785 NW 5th St, Corvallis
    • 24-unit Multifamily
    • Year Acquired: 2025
    • Contributed Value: $3,750,000
  • SMI Legacy Fund Whitman Apartments in Monmouth, Oregon

    Whitman Apartments

    • 160 N Whitman St., Monmouth
    • 16-Unit Apartment Complex
    • Acquired in 2025

    • SMI Legacy Fund 28th Place 6Plex

      28th Place Apartments

      • 3911 SE 28th Place, Portland
      • 6-Unit Apartment Complex
      • Acquired in 2024

      • SMI Legacy Fund 3rd Street 4Plex

        3rd Street Apartments

        • SOLD via 1031 Exchange
        • 1338 3rd St. NW, Salem
        • 4-Unit Apartment Complex
        • Acquired in 2024

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