Legacy Wealth Holdings was launched in 2009 as a socially conscious real estate investment company. Founder Tim Bratz was drawn to real estate because he saw the long term benefits of a solid investment.
Tim began his career in the competitive New York City real estate market working as a broker leasing ground floor retail units. Here, he saw the true potential of real estate to transform lives. Although Tim was limited in means, he spent his time reading, attending workshops, and networking with accomplished entrepreneurs learning that being resourceful was the ultimate path to becoming successful.
With this knowledge, Tim embarked on building his real estate company in Charleston, South Carolina, where he had relocated in search of a better quality of life. Arriving in 2008, after the real estate bubble burst, Tim quickly adapted and using a credit card, increased his limit and then wrote himself a balance transfer check to acquire the cheapest property he could find. Armed with his personal investment and plenty of sweat equity, Tim transformed a rundown duplex and turned a profit on his first deal. He then took those proceeds and reinvested them, while seeking private capital to expand his growing company. Today, Tim still uses this formula for success, which all starts with being resourceful and having the right mindset.
Tim purchases first investment property.
Tim purchases his first rental property to build long-term passive income.
Struggling and with no significant cash flow, Tim turns around the fledgling company.
LWH hires their first employee and begins to grow.
The company reaches a milestone by adding 100 units to their rental portfolio.
Partners with Keller Williams to open a Property Management division.
KW manages 600+ units, LWH flips 100+ properties and owns 500+ rental units.
LWH focuses its efforts exclusively on building an apartment portfolio and grows to 1,500+ rental units and launches an apartment coaching program called commercial empire
LWH grows its portfolio to 3,200+ rental units and launches the Legacy Wealth fund for accredited passive investors.
Our team brings a positive and resourceful attitude to every interaction we have with you. As experienced professionals, we are available to assist with your real estate needs from beginning to end.
Tim Bratz, Chief Executive Officer
Tim is the Founder & CEO of Legacy Wealth Holdings. He focuses on vision-casting, marketing, & supporting his team of “A” players. He has built his company on integrity (doing what he said he was going to do), fairness (doing the right thing), & transparency (honesty is always the best policy).
Tim has dedicated his professional life to studying wealth-building & personal finance. Working in real estate, Tim has learned how to create a passive income that allows him to live the lifestyle of his choice. His goal is to educate & empower others to become financially free through entrepreneurship & real estate investments.
Matt Carlin, Chief Operating Officer
Matt Carlin is COO of Legacy Wealth Holdings. Dating back to 2009, Matt owned and operated a single-family investing company in Cleveland, OH and in a partnership with Keller Williams realty, he developed and operated one of the largest residential property management companies in Greater Cleveland. Matt manages the daily operations and mentors staff and JV partners to keep projects running smoothly. Matt is the “integrator” who focuses on turning projects into high-performance assets.
Fadi Boumitri, Chief Investment Officer
Fadi serves as Chief Investment Officer and in-house counsel for Legacy Wealth Holdings. His primary duties are the strict adherence to SEC regulations and guidelines, as well as investor relations. Fadi is in charge of educating investors on upcoming deals, keeping investors informed on active deals in which they have invested, and protecting investor capital through contracts and agreements that keep operating partners performing in line with the expectations of Legacy Wealth Holdings.
Nick Burton, Director of Acquisitions
Nick Burton is the Director of Acquisitions at Legacy Wealth Holdings. He finds and negotiates properties and maintains communications with sellers throughout the entire process.
Nick enjoys the diversity of projects working in real estate. He appreciates being part of a team that can quickly seize an opportunity and turn it into someone else’s dream.
Matt Suhay, Director of Project Management
Matt is in charge of overseeing the value add portion of the new properties that are brought into Legacy Wealth Holdings’ investment portfolio. This includes putting together a scope of work, forming a budget, hiring contractors, ordering supplies from vendors, and inspecting the property from start to finish. He also assists property management with the long-term upkeep of all investments.
Matt enjoys the opportunity, as Director of Project Management, to see the value in distressed property and help it reach its full potential once it is stabilized.
Marty Zietlow, Director of Asset Management
Marty handles asset management for our investment holdings. He works closely with the Director Of Project Management and the Director of Property Management to ensure each project is on track to achieve its financial goals.
Turning non-performing liabilities into stabilized assets is what Marty enjoys most about working at Legacy Wealth Holdings.
Abbie Baglia, Director of Property Management
Abbie is in charge of overseeing the property management division for Legacy Wealth Holdings investment portfolio. She manages the day to day administrative departments. This includes rent collection, tenant communications, utilities, occupied unit maintenance and office administration.
Abbie enjoys the opportunity to take care of the investment properties and provide excellent client service. She loves being part of a talented team that values integrity and a has strong work ethic.
Kate Weatherly , Director of Marketing
Kate is the Director of Marketing at Legacy Wealth Holdings. Kate brings several years of experience from sales and marketing roles in the software world. She’s most passionate about growing the coaching and mentoring arm of Legacy Wealth Holdings.