Private Equity · Structured Capital
Capital structured
for the long view.
5 Legacy facilitates a $1B credit facility built for fund allocations, trust withdrawals, and comprehensive financial guarantees — backing institutional real estate, structured finance, and strategic partnerships across global markets.
$0B
Credit Facility
$0B+
Allocations Closed, 2021–2024
80–0%
Real Estate Concentration
0:1
Leverage Strategy
0
Countries
0
Continents
The Firm
A boutique posture.
Institutional reach.
01 / 03
Disciplined capital
Our $1B credit facility is deployed through a 3:1 leverage strategy — generating a $1.5B revolving line of credit across real estate, commodities, and strategic finance.
02 / 03
Concentrated by design
80–90% of the portfolio is concentrated in real estate, backed by high-value collateral and rigorous due diligence on every transaction.
03 / 03
Aligned partnerships
We partner with developers, operators, family offices, hedge funds, and institutional lenders to build enduring value and lasting relationships.
Capital Solutions
Six verticals,
one disciplined approach.
Each engagement draws from the same $1B facility — structured around the transaction, sized to the risk, executed with the speed only principal capital allows.
Real Estate Finance
Bridge lending, development capital, and JV partnerships across hospitality, multifamily, and mixed-use assets.
02 / 06Structured Finance
Credit facilities, allocation structures, financial guarantees, and liquidity solutions for vetted opportunities.
03 / 06Strategic Advisory
Transaction advisory, due diligence, market analysis, and M&A support for operators and capital partners.
04 / 06Bridge Lending
Short-duration capital for acquisition, refinance, and recapitalization — collateralized against high-value real estate.
05 / 06Trust Withdrawal Programs
Structured liquidity solutions for beneficiaries, trustees, and family offices seeking efficient distribution mechanics.
06 / 06Financial Guarantees
Credit enhancement, performance assurance, and standby facilities backed by our $1B institutional credit line.
The Process
From inquiry to capital,
in weeks — not quarters.
Four moves on a disciplined path. Drawn from a standing $1B facility, governed by principal capital, executed without syndication risk or committee drag.
Source
Off-market opportunities surface through two decades of operator, sponsor, and family-office relationships — never broker channels.
Result
Qualified opportunity briefed
Underwrite
Forensic-grade due diligence on collateral, sponsor track record, and capital stack. Pivot-ready models, stress-tested at the asset level.
Result
Asset-level model & risk memo
Structure
Bespoke capital structures built around the transaction — bridge debt, mezz, preferred equity, or JV — sized to the risk-adjusted return.
Result
Term sheet drafted
Execute
Drawn from a standing $1B facility — no syndication risk, no committee drag, no months-long waterfall to a single signature.
Result
Capital wired, deal closed
Typical engagement · 3 to 5 weeks, inquiry to wire
See investment criteria
Inquire
Bring us the
opportunity worth structuring.
Every engagement begins with confidential review. Submit a deal, request a partnership conversation, or explore alignment with our investment criteria.