How Legend & Forza Can Assist Your Investing Journey

We started our brokerage, Legend Commercial, in 2017 with the intention of servicing family office clients looking to move their capital out of California and into Utah and the surrounding mountain states.

Our investment sales agents occasionally sell properties, but they primarily act as buyer representatives. When they find a property that someone is interested in selling, the first thing they do is walk over and speak with one of our 20 leasing agents. These professionals are market experts. This underwriting review is a significant competitive advantage for our team. They evaluate current in-place rents, identify potential opportunities or risks, and begin brainstorming ways to create additional value for our buyer.

Once the rent roll has been reviewed, the deal moves to our management company, Forza Management (FZM). FZM is a 10-year-old company managing 4.0 million square feet of property for 125 clients and provides best-in-class service. Our sales agents collaborate with our in-house property management team to create a budget and thoroughly review any historical P&Ls and CAM reconciliations provided by the seller.

If we like the deal at this stage, the next step is to deploy our property services team, Mahalo Pro, along with our development team, Forza Development. At this point, we assess how the property is functioning. Are sprinklers broken? How long until the asphalt needs a seal coat? How much life remains in the HVAC units? This team regularly handles the servicing of these systems, and our development team brings an additional perspective backed by decades of construction and development experience. The result is a comprehensive capital expenditure budget for the property.

Once the budget is finalized and the on-site inspection is complete, we present the property to our buyer client. Typically, we review 10 or more properties for every one property we present. We are selective on their behalf, and we should be. After the buyer moves forward with a transaction, we remain involved with the property for as long as they engage our teams.

Throughout the acquisition process, various members of our team are involved, with the sales agents leading the process. This allows us to provide a comprehensive, fully integrated approach for our clients as they evaluate potential acquisitions. Buying a property is complex. Our goal is to remove as much friction and uncertainty from the process as possible.

So far in 2026, we have met with three family offices, each looking to invest $100M+ in commercial real estate across the mountain states. If you are looking for retail, IOS, industrial, office, or land in the mountain states region, we are the team to call.

We encourage everyone in our office to personally own commercial real estate. No, this is not a conflict of interest. It strengthens our team. Ownership sharpens perspective. It pushes us to think like principals, not just advisors. This is our competitive advantage. We have been busy over the last 8 years. We have completed over $1 Billion worth of buyer-represented purchases. Please reach out and let me know if our team can help you with anything as you consider your investment alternatives in the Mountain States area.