Why We Built Next Legacy Group And Why Now

By: Teresa Loos-Tedrow | Co-Founder | Next Legacy Group December 5, 2025

Regularly, I sit down with someone who’s spent their whole financial life being told, “Your investments belong in the stock market and bonds. That’s just what people do.”

When I offer information to contradict that theory, most reply, “I didn’t know I could invest in anything other than the stock and bond market.”

Not only are they uninformed, but they are leaving real wealth-building options on the table. Because nobody ever taught them the real menu of options available to accredited investors.

That’s why we built Next Legacy Group. To give people real alternatives. Real clarity. And a real path to generational wealth outside the volatility of Wall Street.

Four Operators. Complementary Strengths. One Unified Mission.

Next Legacy Group is built on a team whose backgrounds don’t overlap—they stack.

Tim Gramling—40+ years engineering & infrastructure leadership; 2,200+ units

Teresa Loos-Tedrow—25-year entrepreneur/operator; 1,000+ units

Laura DeVaney - LP in 1,300+ units; decades of leadership and customer care

Jason Ottilo—GP in 1,000+ units and RV park owner; detail-oriented operator and seasoned manager

Different paths, one aligned mission: Buy right. Operate right. Protect the downside first.

Our Three Uniques—What Sets Next Legacy Group Apart

1. Three Risk/Return Options Under One Platform

Most people think investing means choosing between stocks and bonds.

We offer three distinct risk categories so investors can build a portfolio aligned with their goals:

• Low Risk—Debt (collateral-backed lending)

• Medium Risk—Commercial Real Estate (multifamily, CRE, cash-flowing assets)

• High Risk—Vetted Speculative Strategies

Crypto, forex, and futures opportunities through trusted strategic partners like LegacyBlock.

This gives investors true optionality—something most platforms can’t offer.

2. Integrated Decision-Making: One Team, Multiple Lenses

Our team brings engineering precision, operational excellence, healthcare decision-making, entrepreneurial speed and real estate ownership experience under one roof.

That creates a competitive edge:

• Faster, clearer deal evaluation

• More angles considered before committing

• Fewer blind spots

• Sharper risk identification

• Stronger execution plans

In short, Four perspectives. One aligned decision. Better outcomes.

3. Obsessive Underwriting & Due Diligence

Next Legacy Group believes the best investments are made before you ever take ownership.

Our discipline includes:

• Conservative underwriting

• Rigorous stress testing

• Tight expense modeling

• Full capex evaluation

• Market/submarket risk scoring

• Clear kill triggers

We’re not trying to optimize at exit, we’re securing investor outcomes at purchase.

Most investors think they only have two investment options: stocks and bonds.

That’s simply not true.

The wealthy have always used alternatives, commercial real estate and structured risk strategies to build lasting wealth.

Our mission at Next Legacy Group is to make those strategies accessible, understandable and aligned with real people’s goals.

If you’d like to explore how these options fit into your broader portfolio, I’d love to talk.

— Teresa Loos-Tedrow