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VEE KIMBRELL

Partner

Vee Kimbrell is a Partner with Legacy 1031 and brings with her over 35 years of experience in the financial services industry. During her career, Vee has been responsible for marketing and distributing investment products ranging from mutual funds and variable annuities to institutional investment management services, private equity offerings and nontraded REITs.  For the past 25 years, she has specialized in the commercial real estate industry developing significant expertise in the areas of market and sector research, financial analysis, investor communications, and product development.

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Prior to joining the Legacy 1031 team, Vee worked for commercial real estate developers specializing in the seniors housing, retail and office sectors and was the Director of Marketing and Client Relations for a Midwest-based commercial brokerage company. In 2009, she co-founded Blue Vault Partners, a research firm specializing in the nontraded REIT industry and the first to introduce a performance-based market research and reporting tool for financial advisors and intermediaries. 

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Vee graduated with a Bachelor of Arts degree in Economics and Psychology from Agnes Scott College. She holds FINRA Series 7 and 63 licenses and is an Indiana licensed commercial real estate broker. She is also a member of the Indianapolis chapter of Commercial Real Estate Women (CREW) Network, a member of National Association for Women Business Owners (NAWBO) - Indianapolis, and a member of Executive Women in Finance. 

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Vee@Legacy1031.com

463.837.1031

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CALL: 205.533.2052

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This is for informational purposes only, does not constitute individual investment advice, and should not be relied upon as tax or legal advice. Please consult the appropriate professional regarding your individual circumstance. Because investor situations and objectives vary this information is not intended to indicate suitability for any individual investor.

 

There are material risks associated with investing in DST properties and real estate securities including liquidity, tenant vacancies, general market conditions and competition, lack of operating history, interest rate risks, the risk of new supply coming to market and softening rental rates, general risks of owning/operating commercial and multifamily properties, short term leases associated with multi-family properties, financing risks, potential adverse tax consequences, general economic risks, development risks, long hold periods, and potential loss of the entire investment principal.

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​Risks associated with 1031 exchange- A 1031 exchange has an identification period of 45 days from the sale of the relinquished property to identify a potential replacement property or properties depending on the value of the previous property. To defer all capital gains tax, you must reinvest the entire net proceeds from the sale of the relinquished property into the replacement property and acquire debt on the new property that is equal to or greater than the debt on the property that was just sold and relinquished.

 

Potential cash flows/returns/appreciation are not guaranteed and could be lower than anticipated. Diversification does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk.

 

Institutional-grade properties generally refer to a property of sufficient size and stature to merit attention from large national or international investors, and typically have the characteristic of high-quality assets in major markets and at price points beyond the reach of individual investors and smaller partnerships.

 

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of the services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Bart Harrison at 205-533-2052 or email bart@1031legacy.com.

 

Securities offered through Concorde Investment Services, LLC (CIS), member FINRA / SIPC. Legacy 1031 is independent of CIS.

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