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1
2
Case Study #1 – Inherited Condo
• Situation/Problem – client inherited a condo when her mother passed
away. She was uncertain if she should keep it and rent it or sell it.
• Process – objectively evaluate the property as a real estate investment
• Cap Rate Analysis & True cost of ownership guidance
• Consider this decision in the context of the entire balance sheet
• Outcome – client moved forward with the sale of the condo
• Client also became a client of Summitry
3
Case Study #2 – Tesla Engineer – first home
• Situation/Problem – client is unclear on first home purchase
• Process – through financial planning, model various scenarios, with a
focus on long-term financial outcome
• Allow the client to “test drive” potential decisions before committing to one
• Outcome – we’re still in the planning phase, but it’s clear the client is
gaining clarity about his options and this will lead to conviction in a
decision.
4
Case Study #3 – Divorcee home purchase
• Situation/Problem – client was in contract to buy a post-separation
home, but had not considered tax implications of her all-cash offer.
• Process – evaluated her current portfolio holdings to determine how
much cash could be raised with minimal tax impact
• Worked with Prosperity Home Mortgage – 10 day close
• Intero agent negotiated new close date with the listing agent
• Outcome – client saved $220K in taxes and is in her new home
5

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Intero & Summitry Partnership

  • 1. & 1
  • 2. 2 Case Study #1 – Inherited Condo • Situation/Problem – client inherited a condo when her mother passed away. She was uncertain if she should keep it and rent it or sell it. • Process – objectively evaluate the property as a real estate investment • Cap Rate Analysis & True cost of ownership guidance • Consider this decision in the context of the entire balance sheet • Outcome – client moved forward with the sale of the condo • Client also became a client of Summitry
  • 3. 3 Case Study #2 – Tesla Engineer – first home • Situation/Problem – client is unclear on first home purchase • Process – through financial planning, model various scenarios, with a focus on long-term financial outcome • Allow the client to “test drive” potential decisions before committing to one • Outcome – we’re still in the planning phase, but it’s clear the client is gaining clarity about his options and this will lead to conviction in a decision.
  • 4. 4 Case Study #3 – Divorcee home purchase • Situation/Problem – client was in contract to buy a post-separation home, but had not considered tax implications of her all-cash offer. • Process – evaluated her current portfolio holdings to determine how much cash could be raised with minimal tax impact • Worked with Prosperity Home Mortgage – 10 day close • Intero agent negotiated new close date with the listing agent • Outcome – client saved $220K in taxes and is in her new home
  • 5. 5