Education: Terry has received a MBA degree from Southern Methodist University 1975; BBA Oklahoma University 1972; Certified Commercial Investment Member (CCIM), the highest national credential for specialists in income property brokerage 1989; ABR, Accredited Buyer Representative in 2003; Mediator certification from National Conflict Resolution Center, 2007
Background Service and Awards: Terry has helped adults make smart choices about money for more than 40 years. He is a broker and former commercial loan officer at the world’s largest bank; business owner, developer, and syndicator; he is the only broker in San Diego to win the Triple Crown of investment brokerage — Deal Maker of the Year, Transaction of the Year, and CCIM Designee of the Year. He has twice been featured in national investment magazines. Published in San Diego Daily Transcript, Our City San Diego, and numerous state and local investment magazines; past instructor for national CCIM, UCSD, National University; former Director of state and local apartment association and San Diego Interfaith Housing.
Specialty: Terry’s skills and experience enable him to service clients for any kind of income property brokerage.
Sales Record: Successfully completed 400+ investment property transactions and has closed 91% of his listings – more than twice the success rate of the county brokerage community.
Business Philosophy: I like treating others the way I would like to be treated. This sounds so simple, yet can be remarkably challenging to accomplish. Many sales people wax eloquent about their commitment to client service, but investors are frequently disappointed. Three awards from competitors imply that closeness to the goal of treating others the way we want to be treated. My team aims for excellence. I believe that a great improvement is worth doing, but that waiting for perfection risks never making any improvement. Too many owners underestimate the risks of their current position. So let’s talk about whether your equity is serving you as well as it could. Most of the time, we can substantially improve your position.
For more than 30 years I have been in business. Sometimes two or three different businesses at the same time. I know great service when I see it. In every one of my businesses we have always aimed for the best. It is hard for any group to continually deliver great service. This letter is to thank you and your team for doing what needed to be done, and doing it very well. You did what you promised. That is too rare in business these days.
I remember when you first came to our house and told us the truth about what our property was worth then. We did not like the truth, but we did appreciate that you were honest with us… You agreed to list the property when the other listing failed. Within a month you brought in three offers. We are closing the property for more than list price and selling the property as-is without having to do any fix-up. That is amazing!