Investment Support
Legacy Solutions
Strategic Financial Advisory for Real Estate Investors
At Property Pals, we believe buying real estate isn’t just about finding the right property — it’s about structuring the right deal.
That’s why we proudly feature Legacy Solutions as a trusted Industry Partner.
Legacy Solutions is a Cayman-based financial consultancy dedicated to guiding property buyers from initial opportunity assessment through financing and long-term wealth creation. Whether you are purchasing your first investment property, acquiring development land, or expanding a rental portfolio, their team ensures your numbers work before you commit.
What Legacy Solutions Does
Led by founder Lori Moncrieffe, who brings over a decade of banking, wealth management, and corporate finance experience across the Caribbean, Legacy Solutions provides:
- Tailored financing strategies
- Cash-flow modelling and investment analysis
- Lender-ready financial packages
- Loan facilitation support
- Comprehensive business plans and projections
- Purchase structure and tax positioning guidance
- Exit strategy planning
- Quarterly real estate opportunity reports
- One-on-one advisory sessions
Why This Matters
Banks don’t approve loans based on optimism — they approve them based on structure, clarity, and risk mitigation.
Legacy Solutions prepares transaction-ready documentation that:
- Speeds lender approvals
- Reduces execution risk
- Strengthens your funding position
- Improves deal economics
- Shortens closing timelines
In short, they help investors move confidently, negotiate strategically, and close with certainty.
More Than Financing — It’s Strategy
Legacy goes beyond paperwork. Their advisory approach ensures your purchase aligns with:
- Long-term wealth objectives
- Cash-flow sustainability
- Tax efficiency
- Capital growth strategy
- Portfolio scalability
The result? A smoother process and stronger long-term returns.