Legacy Starts With Smart Capital
What We Do
Building Wealth, Preserving Legacy
Legacy25 Capital is a debt advisory firm that sources optimal financing solutions for commercial real estate, aviation, life insurance premium finance, and other lending services. Located in Dallas, Texas, our team assists with financing needs across the United States. Our operations focus on advising clients to implement suitable capital structures and maintaining strong relationships with over 7,000 lending institutions. We monitor market trends, manage liabilities proactively, and follow our company motto: “Legacy Starts with Smart Capital.”
Debt Advisory
As a boutique debt advisory firm, we are able to help meet each of our clients’ unique needs and solve for the challenges they face by offering customized financial solutions across real estate, aircraft, life insurance, and other capital needs.
Structured Finance
We serve our clients as a financial intermediary, securing customized financing for commercial real estate, aviation, and life insurance. We work on behalf of our clients to structure optimal capital solutions tailored to their unique needs.
Loan Servicing
Our team provides comprehensive loan servicing, ensuring seamless management of debt structures from origination to repayment. Our advisory-driven approach optimizes loan performance, offering clients strategic oversight, compliance monitoring, and proactive risk mitigation.
What We Offer
Financing Dreams, Building Legacies
Our experienced team offers industry-leading debt advisory and consultation services that were developed by its Founder after 15+ years working with high-net-worth individuals, family offices, developers, and business owners. We partner alongside our clients to ensure their capital stack is managed in the most efficient way possible to meet both their short- and long-term objectives.
Legacy25 Advisory Services
With over 15 years of experience, we provide tailored debt advisory solutions designed to optimize financial structures and ensure sustainable success for high-net-worth individuals, family offices, developers, and business owners. Our boutique advisory platform offers a wide range of benefits to support our clients financially and, more importantly, to save them time by allowing our team of experts to manage these matters on their behalf.
Key Pillars:
Strategic Debt Structuring
Customized financing solutions to meet long term goals and objectives.
Lender Compliance
By your side throughout the life of the lending relationship to provide quality and timely reporting required by lenders.
Trusted Partnerships
Access to our best-in-class industry specialists to help serve you when the opportunity arises.
Legacy Protection
Financial strategies designed to build and preserve wealth across multiple generations.
Capital Sourced
Years of Experience
Lender Network
Loan Options
Timeless Strategies. Modern Capital
Legacy25 Capital provides strategic financing solutions tailored to client needs, ensuring optimal pricing and certainty of execution. Whether acquiring, refinancing, or repositioning assets, we structure capital to support long-term success in commercial real estate investing.
Legacy25 Capital provides tailored construction financing to bring projects to life. We structure debt solutions for liquidity, flexibility, and certainty in development, repositioning, and renovations.
Legacy25 Capital specializes in financing solutions for private and corporate aircraft acquisitions. We structure strategic capital to secure optimal loan terms, tax efficiencies, and certainty of execution.
Legacy25 Capital helps clients navigate and simplify life insurance premium financing to enhance liquidity, protect assets, and optimize wealth management while maintaining life insurance coverage.
Legacy25 Capital provides flexible financing beyond traditional lending for acquisitions, operations, and growth.
From The Founder
After 15+ years as a top loan originator managing complex financial relationships nationwide, I launched Legacy25 Capital to better serve clients. Our mission is to handle debt structuring and lender relations, giving clients back their time to focus on what matters. We provide tailored financial solutions, optimize leverage and pricing, and ensure certainty of closure, all while fostering strategic partnerships and long-term relationships.
What Our Customers Are Saying
Legacy25 Member
I have worked exclusively with Chase Pulliam for over 12 years on real estate financing. Throughout this time, he has been instrumental in helping me transition from multifamily investments into long-term leased triple-net properties, playing a key role in our continued success. His professionalism, attention to detail, and ability to navigate every aspect of the loan process ensure a seamless experience for clients. Chase’s commitment to excellence sets him apart in the industry.
Legacy25 Member
Chase Pulliam consistently exceeds our expectations with his lending industry knowledge and unwavering commitment to helping meet the needs of our family. His proactive approach, responsiveness, and clear communication helps make complex situations seamless and stress-free.
Chase Pulliam
Founder of Legacy25 Capital