Top CRE Broker Shares How to Build Legacy Wealth

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Imagine creating a life worth imitating. That’s exactly what Terry Moore, CCIM sets out to do every day for his real estate clients.   

Terry is a highly recognized, and designated broker in San Diego, CA who specializes in multi-family assets for private investors.

Terry is about to launch his new book, Building Legacy Wealth, which is one of the better commercial real estate books I have read in quite some time.  

Although it is targeted to the individual investor, there are ample lessons for everyone who is interested in commercial real estate — inclusive of brokers, agents, bankers, and managers.

Last year I had the privilege of interviewing Terry, and given his recent book launch, I wanted to share this interview — an interview full of Terry’s wisdom.

Here’s what we cover: 

1: Why Terry serves millionaire history teachers (aka private owners | single, maybe multi-asset | $1-3 million)

2: How to articulate who your ideal client is in terms of their history, where they’re going, and what their challenges are

3: How Terry made the transition from being “insecure and doing the wrong things the wrong way” to fulfilling his calling (and how that’s paid major dividends)

4: How Terry determined what to focus on to achieve greater returns, without investing more time in the office

5: How Terry’s low-tech, integrated team is thriving in today’s high-tech world

6: The subconscious confidence of top producers and how they maximize profits for everyone around them

7: Why Terry deliberately practices what he hates

8: The blue marble cup metric that keeps Terry focused on his essential priorities each day

9: The #1 piece of advice for anyone with a personal real estate practice


To learn more about Terry’s book, please visit

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