Legacy Real Estate Advisors

What Legacy Real Estate Advisors does

Legacy Real Estate Advisors is a privately held commercial real estate brokerage firm headquartered at 1001 Elizabeth Avenue, Suite 1-D, Charlotte, NC, serving the Carolinas and broader Southeast. Founded in 2006 by partners including Jay C. Snover and Greg Godley, the firm operates as a relationship-driven, sales-led brokerage built around 14+ brokers and a small operations and marketing support team (11–50 employees total). It does not offer a software product; the platform is the broker team itself, organized under a partnership structure of named Partners (Tschirhart, Godley, Snover, Ritchey, Williams) supported by Senior, Broker, and Associate-level producers and a Director of Finance & Operations.

The firm's service offering spans the full commercial real estate transaction lifecycle on both sides of deals: Landlord Representation (securing tenants and maximizing rental income for property owners) and Tenant Representation (site selection and lease negotiation for businesses), plus acquisition, disposition, and strategic investing services across office, retail, land, industrial, and investment property types. Revenue is generated entirely through traditional brokerage commissions negotiated on completed transactions — a transactional fee model with pay-as-you-go billing and no publicly disclosed pricing. Go-to-market is direct broker-to-client via the legacycre.com website, an Instagram presence, an email newsletter, and earned media including the 2025 CoStar Impact Award for Lease of the Year (64,000 SF R.E. Mason headquarters relocation at Three Resource Square) and the 2025 Charlotte Region Commercial Board of Realtors Circle of Excellence Award.

Legacy's client base spans enterprise (R.E. Mason, Emerson Impact Partner), mid-market (Aureum Golf, Montessori Kids Universe), and SMB (Hawk & Fade Barber Shop, Whitlyn's Boutique) segments. The firm has been expanding into adjacent asset classes (self-storage, multi-family, convenience/gas stations) and geographies (Lancaster County, SC; Fort Mill; Concord Mills corridor), and is actively recruiting experienced brokers to scale capacity. There are no funding rounds, M&A activity, parent company, or external investors disclosed; ownership remains concentrated among founding principals and senior brokers.

Name

Legacy Real Estate Advisors

Legal name

Legacy Real Estate Advisors

Website

https://legacycre.com

Company type

Private

Founded year

2006

Operating status

Operating

Headcount range

11–50 employees

Short description

Legacy Real Estate Advisors is a Charlotte-based commercial real estate brokerage serving the Carolinas, providing landlord and tenant representation, acquisitions, dispositions, and strategic investing across office, retail, industrial, land, and investment properties.

Ownership category

akta.pro rank

Product category

Commercial Real Estate Brokerage

NAICS

Offices of Real Estate Agents and Brokers (53121)

SIC

Real Estate Agents & Managers (For Others) (6531)

akta.pro primary industry

Real Estate Investment Advisory (Acquisitions/Dispositions, Capital Allocation) (BPAJANAA)

akta.pro secondary industries

Real Estate Advisory & Consulting (Strategy, Portfolio & Location) (FSAEAJAH), Real Estate Development & Feasibility Advisory (Highest-and-Best-Use, Entitlements Support) (BPAJANAC)

Keywords

• Commercial real estate brokerage
• Tenant representation services
• Landlord representation services
• Commercial property leasing
• Site selection services

Headquarters

HQ city

Charlotte

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Brokerage Commissions: Traditional commercial real estate brokerage fees, typically negotiated commissions on completed transactions for both landlords and tenants in leasing, buying, and selling commercial properties.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Legacy Real Estate Advisors is a traditional commercial real estate brokerage that represents property owners and business tenants across office, retail, land, industrial, and investment property transactions. Core offerings are organized around Landlord Representation (securing tenants and maximizing rental income) and Tenant Representation (site selection and lease negotiation), supplemented by acquisition, disposition, and strategic investing advisory services delivered through a team of licensed brokers across the Carolinas.

Product overview

Legacy Real Estate Advisors is a traditional commercial real estate brokerage firm serving the Charlotte, NC metropolitan area and the broader Carolinas region. The company provides a comprehensive suite of brokerage services organized around two primary offerings: Landlord Representation (working with property owners to secure tenants and maximize rental income) and Tenant Representation (assisting businesses in finding and negotiating commercial lease agreements). These core services span multiple property types including retail, office, land, industrial, and investment properties. The company does not offer a software product or technology platform; rather, it delivers expert advisory and transactional services through its team of commercial real estate brokers.

Differentiator

Problem solved

Functional benefit

Products and services

• Landlord Representation Brokerage services for property owners and landlords across office, retail, land, industrial, and investment assets, focused on securing qualified tenants, maximizing rental income, and minimizing vacancy risk.
• Tenant Representation Brokerage services for local, regional, national, and international business tenants, including site selection, market and demographic analysis, and lease negotiation across commercial property types.
• Acquisition and Disposition Services Advisory and transactional services for clients buying or selling commercial real estate assets, including representation of buyers, sellers, and investors across office, retail, land, industrial, and investment properties.
• Strategic Investing Advisory Investment-oriented advisory for clients pursuing strategic commercial real estate investments, including site identification, rezoning support, highest-and-best-use analysis, and disposition of investment assets.

Quantifiable outcome

• 64,000 SF headquarters lease for R.E. Mason ranked as the 6th largest office lease in Charlotte for 2024, securing 2025 CoStar Impact Award for Lease of the Year

Named customers7 records

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Four partnerships are on record, tiered core and notable.

• R.E. Mason & Associates, Inc.coreStrategic or Co-development Partner · 1 April 2025Legacy Real Estate Advisors represented R.E. Mason in securing a landmark 64,000 SF headquarters lease at Three Resource Square in University Research Park. R.E. Mason is an Emerson Impact Partner and industry leader in process automation serving Energy, Life Sciences, Pulp & Paper, and Chemical sectors for over 80 years. This transaction earned Legacy the 2025 CoStar Impact Award for Lease of the Year.
• Montessori Kids UniversenotableStrategic or Co-development Partner · 1 January 2025Legacy broker Kate Yates represented Montessori Kids Universe in securing an 11,000 SF retail lease in Lancaster County. Kate collaborated with Jan Ringeling of Moody Group LLC, who represented the landlord in the transaction.
• Aureum GolfnotableStrategic or Co-development Partner · 1 January 2024Legacy brokers Amy Tucker and Andrew Blumenthal represented Aureum Golf in securing their newest Charlotte locations in South End, including a 10-year lease for their South End golf facility and establishing their first Charlotte office.
• Three Resource Square (Landlord)notableStrategic or Co-development PartnerThree Resource Square in University Research Park served as the location for the landmark 64,000 SF headquarters lease for R.E. Mason, earning Legacy the 2025 CoStar Impact Award for Lease of the Year.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• CBRE: World's largest commercial real estate services firm with substantial Charlotte operations covering office leasing, retail, industrial, and capital markets. Competes with Legacy for enterprise tenant and institutional landlord mandates.
• Colliers International: Global commercial real estate services and investment management firm with Carolinas operations. Provides brokerage and advisory services directly overlapping with Legacy's offerings, competing for mid-market and enterprise mandates.
• Cushman & Wakefield: Global commercial real estate services firm with Charlotte presence offering brokerage, valuation, and advisory services. A broad incumbent competing for larger mandates in the same Carolinas market.
• JLL (Jones Lang LaSalle): Global commercial real estate services firm with a significant Charlotte office providing leasing, investment sales, and advisory services. A broad incumbent whose Carolinas practice overlaps with Legacy's core service lines.
• Avison Young: Global commercial real estate services firm with offices across the Southeast including Charlotte. Offers brokerage, project management, and advisory services comparable to Legacy's service mix.

Regional players

• Childress Klein: Major Charlotte-based commercial real estate developer, broker, and property manager with a deep local market presence. Overlaps with Legacy in Charlotte brokerage and investment sales, though significantly larger and more vertically integrated.
• Providence Group: Charlotte-based commercial real estate firm focused on brokerage and development in the Carolinas. Comparable regional CRE brokerage focus to Legacy.

Direct peers

• NAI Earle Furman: Carolinas-based member of the NAI Global network providing commercial real estate brokerage and property management across the region. Comparable regional scope and CRE service offerings to Legacy.
• Trinity Partners: Carolinas-focused commercial real estate firm offering brokerage, property management, and development services. Similar regional footprint and full-service CRE model to Legacy, with offices across North and South Carolina.
• The Nichols Company: Charlotte-based commercial real estate brokerage firm of similar size and regional focus, providing landlord and tenant representation across office, retail, industrial, and investment properties in the Carolinas — a directly comparable local competitor.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Instagraminstagram.com/legacycre
• Xx.com/legacyreal

Revenue estimate

Valuation estimate

Number of profiles

Profiles15 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 Real Estate Advisors