Legacy Properties

What Legacy Properties does

Legacy Properties is a residential real estate brokerage team headquartered at 2999 Douglas Blvd, Suite 140, Roseville, California, operating as an affiliated team under Compass California II, Inc. (CA DRE# 01527235). The firm provides buying, selling, and renting services for residential properties in the Sacramento metropolitan area and broader Northern California, including Roseville, Granite Bay, Folsom, Rocklin, Auburn, Loomis, and El Dorado Hills. Its client base spans first-time homebuyers, retirees, and luxury property seekers, with transaction sizes ranging from starter homes to high-end estates (past transactions on the portfolio page range from approximately $845K to over $2.1M).

The firm is led by Team Lead Kristen Snedeker and consists of approximately 10 REALTORS, including agents such as Heather Downey, Jamie Foster, Kathleen Massae, Kayla Hattery, Krisi Vera, Kristin Rolph, Molly Mandel, and Ashley Wheeler. Core products include a Home Search / Listings platform with active inventory browsing, a Home Valuation Tool providing comparative market analysis and instant property value estimates, Compass Concierge (a home-improvement financing program that fronts costs for staging, repairs, and renovations with payment deferred until closing), and Neighborhood Guides for each micro-market served. Technology is largely provided through Compass's platform and branding infrastructure rather than built in-house.

The business model is commission-based on residential real estate transactions, with revenue generated from transaction fees on buy-side and sell-side deals. Pricing (commission rates) is not publicly disclosed, consistent with industry norms where total commissions typically range 5-6% split between buyer's and seller's agents. Go-to-market is sales-led and relationship-driven, combining agent-led direct outreach with multi-channel marketing via the firm website (equitylegacy.com), Instagram, email newsletters, and client testimonials/referrals. Ownership is management-controlled through the team lead and affiliated agents, with no venture capital, private equity, or public-market ownership indicated; Compass functions as the parent brokerage.

Name

Legacy Properties

Legal name

Compass California II, Inc.

Website

https://equitylegacy.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Legacy Properties is a residential real estate brokerage team based in Roseville, California, affiliated with Compass, serving home buyers and sellers across the Sacramento metro area with a team of about 10 REALTORS offering buying, selling, valuation, and Concierge home-improvement financing services.

Ownership category

akta.pro rank

Headquarters

HQ city

Roseville

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Real Estate Commissions: Commission-based revenue from residential property buy-side and sell-side transactions, affiliated with Compass brokerage

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Legacy Properties is a Roseville, California-based real estate brokerage team affiliated with Compass that provides residential real estate services including home buying, selling, and renting in the Sacramento metropolitan area. The firm serves a diverse clientele from first-time buyers to luxury property seekers, and offers supplementary tools such as a home valuation tool, property listing search, neighborhood guides, and Compass Concierge home improvement financing.

Product overview

Legacy Properties is a California real estate team affiliated with Compass that operates as a unified service offering rather than a modular platform. The core product is residential real estate services encompassing home buying, selling, and renting, supported by integrated tools including a home search/listings platform, property valuation tools, and neighborhood guides. The primary add-on module is Compass Concierge, which provides upfront financing for home improvement services such as staging, repairs, and renovations, with payment deferred until closing. All services are concentrated in the Sacramento metro region including Roseville, Granite Bay, Folsom, Rocklin, Auburn, and El Dorado Hills.

Differentiator

Problem solved

Functional benefit

Quantifiable outcome

• Home sold within a week of listing
• +1 more outcomes

Named customers4 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

One partnership is on record.

• CompasscoreChannel Partner/ Reseller/ DistributorLegacy Properties is a team of real estate agents affiliated with Compass, a licensed real estate broker in California. They operate under Compass's technology platform and branding, utilizing Compass's Concierge financing program and brokerage services.

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Emerging players

• Redfin: Tech-enabled residential brokerage with a discounted commission model operating in Sacramento; pressures traditional brokerages like Legacy Properties on price and digital experience across both buyer and seller sides.
• eXp Realty: Cloud-based residential brokerage with a rapidly growing agent count; competes in Sacramento via a low-overhead agent-attraction model that targets the same agents and seller inventory as Legacy Properties.

Direct peers

• Lyon Real Estate: Long-standing Sacramento-based residential brokerage operating across entry-level to luxury price tiers; one of Legacy Properties' closest direct competitors in the Sacramento metro market with overlapping service offerings.
• HomeSmart: Residential brokerage offering commission-based and flat-fee models with a growing Sacramento presence; competes for both agents and listings with a similar technology-enabled brokerage proposition.
• RE/MAX: Global residential real estate franchise with substantial agent network in Sacramento metro; competes for the same buyer and seller pool with a similar commission-based model and full-service brokerage positioning.
• Sotheby's International Realty: Luxury-focused residential brokerage with presence in premium California markets including the Sacramento region; directly competes for high-value properties in Legacy Properties' luxury and equestrian segment.
• Coldwell Banker: Large national residential real estate franchise with significant Sacramento metro presence; competes directly with Legacy Properties for sellers and buyers across all price tiers using a similar full-service commission model.

Broad incumbents

• Compass: National technology-focused residential brokerage and Legacy Properties' parent brand. Provides the technology platform, Concierge financing program, broker licensing, and national brand leverage that Legacy Properties operates under.
• Better Homes and Gardens Real Estate: National real estate franchise affiliated with the Better Homes and Gardens brand; competes in Sacramento metro for residential sellers and buyers with a similar full-service brokerage model.

Regional players

• Windermere Real Estate: West Coast-focused residential brokerage with Northern California offices; provides similar full-service brokerage competing in the Sacramento regional market with comparable agent-driven model.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/equitylegacy

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Legacy Properties