At Team Terry Story, your goals come first. Whether you’re navigating life changes, exploring investment opportunities, or planning your legacy, our mission is to guide you with clarity and confidence every step of the way.
We start by getting to know you—what matters most, what you want to achieve, and what your vision is for the future. From there, we take a deep dive into your real estate portfolio to help you understand its value and performance. Together, we look at key factors such as cost basis, capital gains taxes, potential sale prices, and long-term tax implications. Our goal is to help you build and protect your wealth while minimizing tax burdens and setting the stage for generational success.
- Tailors a strategy to build, preserve, and pass on real estate wealth.
- Provides a smart, strategic approach to investment property ownership.
- Helps increase cash flow, build equity, and grow your net worth.
- Minimizes or eliminates capital gains taxes, enabling generational wealth transfer.
- Offers peace of mind with a transition plan when your current home no longer fits your lifestyle.
- Creates a compassionate roadmap for legacy and inheritance planning—while you’re still an active part of the process.
- Clarifies the performance and long-term value of your real estate assets.
- Unlocks the future benefits of today’s property decisions.
Do you own rental properties? Are they truly working for you?
We offer a free, in-depth Asset Performance Test that measures the financial health of your properties using tools like capitalization rate (CAP Rate) and Cash-on-Cash return. For example, a property with a 1.8% CAP Rate might be underperforming, while one with a 4.9% rate may indicate a high-yield investment.
Our analysis gives you a clear understanding of your property’s profitability—and shows you how to improve it.
Whether you’re new to real estate or a seasoned investor, we help you align your strategy with your long-term goals:
- Clarify Your Priorities
Are you aiming for long-term appreciation or short-term cash flow? The answer shapes every investment decision from location to property type. - Understand Real Estate’s Unique Advantages
- Appreciation: One of the few assets that have shown continuous appreciation over time.
- Depreciation: One of the few assets that you can depreciate and offset some or all of the income from that asset which increases your wealth.
- Leverage: Grow your portfolio using other people’s money. You don’t have to have 100% of the cash to buy this asset- with just 25% down you can grow your wealth.
- Cash Flow: Generate income to support lifestyle or reinvestment.
- Lifestyle: Can be used for personal use or investment purposes.
We provide strategic insights and performance metrics to help you make data-driven decisions and maximize your return.
When a loved one’s home is no longer the right fit, it can be an emotional and overwhelming time. Whether due to health, mobility, or the loss of a partner, we’ve been helping families navigate these changes with dignity and care for over 35 years.
We walk families through a proven, gentle process to find a safer, more manageable living situation. Our approach reduces stress, supports the emotional journey, and helps your loved one move forward with confidence.
Many families believe that placing a property in a trust solves everything. While it can protect against probate, it doesn’t always protect against family disputes.
When multiple heirs inherit a property, it can unintentionally tie them together in business—with vastly different priorities, needs, and lifestyles. That’s where we come in.
We’ll help you explore strategies such as 1031 Exchanges to transfer assets today—without triggering capital gains taxes—and allow your children or grandchildren to benefit while you’re still here to witness their appreciation.
Serving as a trustee or handling a loved one’s estate can be daunting. We work with experienced probate professionals and can guide you through the process with empathy and expertise.
What do I need to do as a Trustee?
❏ Take care of yourself and family
❏ Seek advice from CPA, financial planner, estate attorney, insurance
❏ Death certificate, Trust documents, Trustors mailing address
❏ Obtain EIN number
❏ Obtain Trust certificate
❏ Notify beneficiaries
❏ Control assets in the home
❏ Contact Trustors employee benefit provider and social security department
❏ Time of death appraisal
No trust? Then probate may be necessary.
We can help you understand the process and connect you with the right resources.
Need help with downsizing, repairs, or legal paperwork? We’ve curated a network of trusted professionals—from contractors and movers to attorneys and CPAs—who share our commitment to top-tier service.
Let us connect you with the right people to make your real estate journey easier and more successful.
Whether you’re planning a downsize, evaluating investment properties, or thinking about your family’s future, we’re here to help you create a plan that reflects your values and goals.