LOANS CLOSED
$4,800,000: Groveland Terrace Condominium – Minneapolis, MN
$2,750,000: 579 W 215th – New York, NY
$2,300,000: LaRive Condominium – Minneapolis, MN
$1,500,000: The Grove at Arlington – Arlington, VA
$1,102,892: Norfolk Atrium – New York, NY
$750,000: Lakewood Commons – Chicago, IL
$300,000: 2700 Club Condo – Chicago, IL
$288,581: TSCC2564 Core Condos – Toronto, ON
$250,000: The Beach House at Garden City – Garden City, SC
CASH MANAGEMENT
6300 Sheridan Condominium – Chicago, IL: Reallocated $650,000 in reserve balances to help client earn an additional $2,796 per year of interest income
Great Island District HOA – Plymouth, MA: Reallocated $2,000,000 in reserve balances to help client increase annual interest income by $10,354 per year
The Grandview Condominium – Quincy, MA: Reallocated $600,000 in reserve balances, adding $3,004 per year of interest income
Lakeview Garden Apartments – Natick, MA: Client increased annual interest by $3,089 by reallocating $1,000,000 in reserve balances
Goose Creek Master Association – Middleburg, VA : Reallocated $800,000 in reserve balances to increase yearly interest by $3,923
Summerfield at Brambleton – Ashburn, VA: Increased client’s annual interest income by $2,031 by reallocating reserve portfolio
Cimarrone POA – Saint Johns, FL: Reallocated over $1,000,000 in reserve balances to increase interest income by $5,836 annually
Jade Owners Association – Oakland, CA: Reallocated balances to fully insure client portfolio and earn additional $2,400 per year of interest
Trails at Etiwanda – Etiwanda, CA: Designated as Agent to manage $1,100,000 portfolio; increased annual interest by 1022% ($12,000)
Spring Mountain Ranch Master – Las Vegas, NV: Designated as Agent to manage $2,100,000 portfolio; helped client fully insure portfolio and increased annual interest yield by $27,000
The Highlands – San Antonio, TX: Reallocated reserve balance to help client earn an additional $600 per year of interest
INSURANCE PLACEMENTS
Downtown Condo – New York, NY: Broker partner successfully negotiated an alternative option to the association’s incumbent carrier that resulted in over $100,000 (23%) in premium savings to our client
Savoy – Calgary, AB: With a pending premium increase of $6,400 through the incumbent broker, our broker partner saved client over 20% in premium and offered more insurance coverages than prior year
Eton Square Condominium – Alexandria, VA: Broker partner enhanced Property and Umbrella coverage and reduced Property and Crime deductibles while saving the association over $56,000
Pawley’s Pavilion HOA – Pawley’s Island, SC: Client obtained premium savings over $18,000 by switching to broker partner at renewal
Centreville Crossing Condominium – Centreville, VA: Broker partner reduced Property, Water Damage and Umbrella deductibles, improved General Liability and Crime coverage and provided a premium reduction of over $48,000
Fox Mill Station – Herndon, VA: Partner agent enhanced Property and Crime coverage, reduced D&O deductible and saved client over 40%
Portofino Towers and Portofino Master – Miami Beach, FL: Delivered over $85,000 savings for both Associations; added Wind Driven Rain with a $500,000 limit
MEi Condominium Association – Miami Beach, FL: Partner agent saved client over $40,000 while decreasing Hurricane Deductible to 2%
Mystic 400 – Aventura, FL: Client saved over $38,000 by switching to partner agent
Bayfront Tower – St. Petersburg, FL: Saved client 20% on premium ($85,000) while adding coverage for water damage and valet liability, offering broader glass coverage, and reducing wind deductible to 2%
Monument at Lone Mountain – Las Vegas, NV: Saved client over $5,000 annually by switching client to partner broker and NV HOA program, including wind coverage for outdoor/natural property
Bluffs Village II – Las Vegas, NV: Saved client 40% on premium with broader coverage including guaranteed replacement cost and Directors & Officers coverage with a carrier that does not exclude super priority lien/foreclosure claims