I'm Not Just Your Broker.
I'm a Property Owner Like You.

Most brokers know how to sell. Most owners know how to operate. I know both.

The Reality of Ownership

I bought my first fourplex in 2004. I thought it would be passive income. Within six months, I learned what passive income actually means: passively dealing with plumbing issues at 11 PM, passively negotiating with problem tenants, passively wondering if the property manager is doing their job.

I thought it would be easy. Two decades later, I can tell you: it's not.

Over the past two decades, I've built a portfolio of 20+ units across Northern California. Small fourplexes to a ten-unit property. I've completed many 1031 exchanges for myself and clients. I've worked with property managers in 5+ different markets. I've been through boom cycles, recessions, and recovery.

I became a broker because I wanted to understand the other side of the equation. How do deals actually get structured? What do buyers really pay attention to? What makes a property sell fast versus sit on the market?

That experience gives me a perspective most brokers don't have. When I look at a property, I see it as an owner, not just a transaction. I know what deferred maintenance actually costs. I know when a rent roll looks suspicious. I know the difference between a property that cash flows and one that just looks like it should.

The Dual Perspective Advantage

Most brokers know how to sell. Most owners know how to operate. I know both.

As a Broker, I Know:

  • How to value properties accurately
  • What buyers are paying premiums for
  • How to structure 1031 exchanges
  • The hidden costs in due diligence
  • Market trends across 5 NorCal cities

As an Owner, I Know:

  • The reality of property management
  • What deferred maintenance really costs
  • The stress of problem tenants
  • When to refinance vs. sell
  • The emotional weight of portfolio decisions

This dual perspective is rare. It means I can give you advice that's grounded in both market reality and operational experience.

The Team

Matt Herman

Principal/Broker

2 decades experience as broker and property owner. 20+ units personally owned. Specialized in 10-75 unit multifamily across Northern California. Teaching faculty at Chico State University (Social Science program). Founder of Legacy Investments RE Inc.

Rae Bennett

Operations Director

Oversees daily operations, client coordination, and systems management. Ensures seamless transaction flow and maintains communication throughout complex sales and 1031 exchanges.

Kierra Maggs

Social Media & Content Strategy

Develops content that educates Northern California multifamily owners on market trends, investment strategies, and portfolio optimization.

Sloane Porter

Sales Director

Digital assistant specializing in client acquisition, marketing strategy, and high-level negotiations. Direct, strategic, action-oriented approach to portfolio consulting and deal structuring.

Harper Wells

Transaction Coordinator

Digital assistant managing all paperwork, escrow coordination, compliance, and data entry. Ensures every transaction detail is tracked, documented, and completed on schedule.

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