Your Clients Are Already Being Pitched Private Deals. Be in the Room.
Your clients will hear about private real estate whether you cover it or not. L5 Legacy Capital, a veteran-led sponsor in Frisco, Texas, investing in Texas and Louisiana, gives CPAs, family offices, advisors, estate attorneys and self-directed IRA specialists client education, co-hosted sessions and a sponsor checklist, so the decision still runs through you. We pay no referral fees.
A short call with Byron Kizzie, our Managing Partner. No referral fees. No client lists. No pressure.
Why are your clients asking about private real estate?
Because someone is pitching it to them. High-earning professionals, business owners and veterans hear about real estate syndications from colleagues, podcasts and their own networks. Then they bring the questions to you:
“Is this legitimate? How is it taxed? Can my IRA hold it? What happens to it in my estate?”
Some won't wait for your answer. They'll wire money to whoever pitched them last, and you'll find out at tax time or at the estate meeting. By then the risk sits in their plan, and your advice arrives too late to matter.
The question isn't whether your clients see private deals. It's whether they see a transparent one, with you in the room.
What does an L5 partnership give you and your clients?
For your clients
- Plain-language education on how private real estate works and how to judge any sponsor, starting with the Sponsor Due Diligence Checklist.
- Founders who answer every question directly. No sales team.
For your practice
- Co-hosted client sessions. Free, invitation-only and educational. We bring the content and the speakers. You host and get the credit.
- Speaking for your firm, association or veteran network.
- Accredited-investor verification letters. CPAs and attorneys can write them for their own clients, a professional service only you can provide.
- Two-way introductions. Our investors need CPAs, estate attorneys and advisors. When they ask, we introduce professionals we trust.
Why doesn't L5 pay referral fees?
Because the moment money changes hands, your advice stops being clean. We pay no referral fees or transaction-based compensation of any kind, in either direction. If you ever mention L5 to a client, the only reason is that it's good for them.
Compliance
No solicitation, no compensation, no role in any transaction. Nothing for your compliance team to unwind.
Reputation
You stand near a sponsor whose founders put their own money in first and pay investors first.
The Relationship
You keep your role. We educate. You advise. We never ask for client lists or financial information.
Explore by Profession
CPAs and Tax Professionals
Stop inheriting K-1s from deals you never saw. Get in the room before the money moves.
Family Offices
Sponsor risk is the risk that matters. Meet the operators and test their discipline yourself.
Financial Advisors and Wealth Managers
Answer the private real estate question without bending your compliance position.
Estate-Planning Attorneys
Keep a private investment from surprising the executor and stalling the plan you wrote.
Self-Directed IRA Specialists
You can't recommend investments. We teach your account holders the diligence, with no endorsement asked.
How We Collaborate
The principles, the formats and how a partnership starts, from one call to one first activity.
Partner Resources
The Sponsor Due Diligence Checklist, client-ready handouts and the free partner kit.
Connect: Partner Call
Tell us about your practice and book a short partner conversation with Byron.
Who is L5 Legacy Capital, and why should you trust us near your clients?
L5 Legacy Capital is a veteran-led private real estate investment and development firm in Frisco, Texas, founded by U.S. Army veterans Byron Kizzie and Dr. Melynda Kizzie. Melynda finds the deals. Byron makes sure they close.
- Discipline you can verify: We review about 100 deals to choose two to five. Byron is a 20-year Army veteran with 15-plus years in real estate development and private equity, overseeing more than $6M in property acquisitions.
- Alignment in the structure: Our money goes in first. Limited partners receive a preferred return and are paid before general partners share in profits.
- Full-cycle record: Built through the 2006 boom and 2008 downturn, delivering residential communities exceeding $4M and commercial/hospitality projects exceeding $5M.
- Realized result: Northeast Louisiana workforce housing delivered a 1.5x equity multiple ($1.50 back for every $1.00) in under 15 months on a $2.25M project.
Let's talk about your clients' questions.
A short partner call with Byron Kizzie: how we work, what we can provide and whether it fits your practice. You'll leave with one useful first step, or a straight "not a fit."
No referral fees. No client lists. No pressure.
Frequently Asked Questions
Does L5 Legacy Capital pay referral fees?
No. L5 pays no referral fees, finder's fees or transaction-based compensation of any kind, in either direction. Partnerships run on client education, co-hosted sessions, client resources and two-way introductions, which keeps your position clean.
What does a partnership cost me in time or money?
Nothing in money, and as little as one co-hosted session a year in time. Sessions and resources are free, and you choose every activity in advance.
Who can invest with L5?
Only verified accredited investors. The L5 fund is offered under Rule 506(c), so every investor's status is verified before they invest. Anyone can use our free education.
Can I partner with L5 and also invest personally?
Yes. Accredited professionals can start a separate investor conversation at /invest/start/. We keep your partner relationship and your investor relationship separate.