Invest in Generations, Not Just Dividends.
A $10M debt-free resort platform combining lifestyle use with 14.87% stabilized cap rate
Give Heirs Purpose & Control Today — Transfer $5M into a family LLC that owns 33% of a vertically integrated operating business, not just paper assets.
Legacy Anchor Partners (LAP) is a debt-free, vertically integrated real estate limited partnership that develops and operates Rocky Ledge Estates, a private micro-resort in Northern California near Burney Falls.
It consists of eight purpose-built Private Resort Homes (luxury family estates with gated courtyards, horse corrals, secure parking, and direct access to Shasta Trinity National Forest), an onsite Event Center, and supporting amenities—all newly constructed on a shovel-ready 41.48-acre subdivision.
Unlike traditional commercial real estate or conventional short-term rentals, LAP functions as a hybrid private-residence / micro-resort model:
Operates under residential zoning and approved CC&Rs
Generates hotel-like revenue through structured group bookings (four families per home under one contract)
Delivers superior profit margins due to zero debt, in-house construction and management, elimination of developer/GC markups (30%+ savings), and no third-party brokerage or management fees
Key investment highlights:
100% bonus depreciation on depreciable assets (buildings, interiors, improvements) in Year 1
Inflation-protected cash flow tied to rental contracts (not property resale value)
Passive K-1 distributions to family-office partners
Immediate lifestyle benefit: each partner receives 117 days/year of exclusive use of the adjacent Sierra Ranch private residence (all operating expenses covered by the LP)
Long-duration, low-risk asset with vertical integration delivering higher net yields than typical hotels or commercial properties
Legacy Anchor Partners – Exclusive RELP Opportunity (Only 2 Single Family Offices)
Imagine this:
You call your broker today, move $1 million from index funds, bonds, or crypto into your own family LLC — and then $1M per quarter for a total of $5M and in one bold move, you lock in 100% bonus depreciation for a massive 2026 tax write-off, start receiving six-figure passive K-1 income every year, and hand your kids a debt-free California ranch legacy that the LP pays for! We’re seeking just two families to join ours, each taking 33% ownership in a private Limited Partnership that owns a stunning Shasta County equestrian resort and a private Sierra Foothills ranch near the Gold Discovery Site (Sutter's Mill) — delivering lifelong family vacations, worldwide travel perks, and generational wealth your heirs will thank you for while you’re still here to enjoy it with them. If you’re ready to turn paper wealth into a real family fortune that lasts centuries, click below to sign the NDA and see if you qualify. If we are a fit, you review the full plan. Seats close forever when these two spots are taken.
Let’s build your dynasty — together. [Request Private Business Plan & NDA]
Debt-free real estate exposure, built around a one-of-a-kind equestrian resort
Rocky Ledge Equestrian Resort (Shasta County) - Burney Falls
The cash-flow and tax benefit engine. A 41.48 acre entitled development for short-term rentals, weddings, and corporate retreats between Mt Shasta and Lassen Volcanic National Park
The immediate lifestyle benefit. A 5-acre family ranch near Lake Tahoe for personal use, fully renovated and maintained by the partnership.
Private courtyards for soundproof family time under the stars by a fire-pit or soaking in a spa.
His and hers bunkrooms - Gourmet kitchen - Great room - play room - four horse corrals - pet friendly
Gated Estates - Resort Center - Onsite concierge - 128 Guest with all 8 Private Resort Homes
But the real magic?
Six-figure passive income every year, flowing straight to your family business via K-1.
No tenants, no toilets, no phone calls at 2 a.m.
Just quarterly checks, tax-free vacations, and a legacy that grows while you sleep.
We’re looking for only two families to own 33% each.
Unique Design: 8 Private Resort Homes, each with 4 equal luxury suites, perfect of large groups (MICE, multi-generational families, weddings, company events)
World-Class Facilities: 5000 sq ft Event Center with full equestrian facilities with direct Pacific Crest Trail and National Forest access.
Unmatched Market Position: First-mover advantage as the only luxury, large-group equestrian destination, bay area, Sacramento, Reno drive - Local airport.
Important caveats and risks:
This is not tax, investment, or legal advice. Strategies involving K-1s, deductions for travel/family use, and entity-based transfers face IRS scrutiny (e.g., passive loss limitations, at-risk rules, hobby loss provisions, economic substance doctrine). Aggressive approaches risk audits, disallowances, or penalties.
Physical assets like resorts carry illiquidity, operational risks (maintenance, market demand, regulations), location-specific issues, and potential value fluctuations (though often less correlated to Wall Street than stocks).
Generational planning benefits from trusts, 1031 exchanges, or other tools, but estate/gift taxes, state variations, and basis rules still apply. Debt-free status reduces leverage risk but limits scale.
Diversification remains essential; no single strategy eliminates all risks from high national debt or corrections.
Outcomes observed in similar physical asset strategies: Investors in direct, debt-free real estate have often preserved capital better than pure financial portfolios during corrections, benefiting from income stability, inflation passthrough (via rents), and tangible utility. Mini-resorts add experiential revenue (e.g., tourism, events) that can be resilient if well-located, though they require active management or operators. Your SFO can sell anytime under the operating agreement conditions. The GP will never sell - this is his legacy.
Legacy Impact Ultimately, the tax efficiency of bonus depreciation supports a strategy of holding assets indefinitely ("The Legacy Game"). This avoids the "sell assets, pay taxes, repeat" cycle common with stocks, ensuring heirs receive debt-free assets and perpetual passive income via K-1 distributions, rather than the "scraps" left over after repeated tax events This strategy gives our heirs inheritance early so they can repeat even with more wealth.
Vertically Integrated (Development & Hospitality)
Starting 60 days with all new paint and flooring!
Private Family Retreat: Immediate access to a fully renovated, 5-acre mountain ranch near Lake Tahoe and Sutter's Mill (GOLD), ready for use Q-1 2026
Generous Personal Use: Each partner receives 118 days (17 weeks) of use per year, with alternating weekly schedule.
Global Travel Network: Trade your weeks for credits (Keys) on ThirdHome and Luxury Home Exchange, accessing thousands of luxury estates worldwide 90% discount. Freedom to travel the world with a group staying in private villas or oceanside vacations. Why settle for one when you can explore the world?
Zero Cost to Your: All ranch operating expenses ($50k/year) are paid by the partnership and deducted before K-1 distributions.
When four families split the cost, they each pay less and we earn 4X!
Annual Occupancy Rate to Break Even - 10.13%
Founder/General Partner
50+ years of proven business and development experience. "My 34% stake ensures our interest are perfectly alligned. This is my family's legacy."
Proper General Engineering
Licensed General Engineering Contractor ensuring seamless leadership continuity for the next generation.
Licenses Electrician
Expert in solar and battery storage for reliable and low costs power with back-up to PGE and propane powered generator.