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Category: Financial News

Home Archive by Category "Financial News"

January 2020 Highlight Reel

January 14, 2020Scott

LENDING $8,500,000: The Grand Downtown – Florida (Produced by Stephanie Speno) $7,500,000: Mizner Tower Condominium – Florida (Produced by Michael Cox) $5,000,000: 125 East 84th – New York (Produced by Melissa Havercroft) $3,000,000: Piedmont – Texas (Produced by Michelle Bright) $2,850,000: Del Sur Community Association – California (Produced by Darryn Marshall $2,000,000: Edgewater Condominium – Florida (Produced by Evelyn Herron) $1,985,000: 212…

March 2019 Highlight Reel

March 3, 2019Scott

Lending $10,000,000: Centre Village Condominium Association – Minnesota $4,500,000: 127 W 96th Street – New York $3,500,000: Orchard Gate – Illinois$3,000,000: Regalia on the Ocean – Florida $1,000,000: The Zenith Condominium – Minnesota $1,000,000: Barocrest Owners – New York $500,000: Galleria Residences – Minnesota $400,000: 410 at Society Hill Condominium – Pennsylvania $286,000: Vineyard Bay…

December 2018 Highlight Reel

December 1, 2018Scott

Cash Management Bridgeview at Hayden Ferry – Tempe, AZ: Increased portfolio’s average yield by over $23,000 (95% increase) and will assist with managing their CD ladder Sunflower – Tucson, AZ: Increased portfolio’s average yield by 112% and will assist with managing their CD ladder Bridgewater OA – Emeryville, CA: Assisted with placement of settlement funds, increasing portfolio’s…

October Highlight Reel

October 1, 2017Scott

INSURANCE PLACEMENTS Brickell House Condominium – Miami, FL: Partner agent was able to save the association over $29,000 while lowering the Hurricane deductible from 3% to 2% Il Villaggio Condominium – Miami Beach, FL: By renewing the insurance program with our partner agent, the association realized over $54,000 in savings and lowered their Hurricane deductible…

Margate Towers – Myrtle Beach, SC: Adding Value… and Adding More Value

June 2, 2017Drew Ahrensdorf

As the premier high-rise tower in Myrtle Beach, SC, Margate Tower at Kingston Plantation boasts 251 oceanfront units overlooking white sandy beaches. Under FirstService Residential management since January 2015, the property is fully funded for their reserves and has benefitted from our annual analysis to properly address their funding needs. In 2016, FirstService Financial was…

February Highlight Reel

February 2, 2017Scott

LOANS CLOSED $1,500,000: Huron Pointe Condominium Association – Chicago, IL $60,000: Katy Oaks HOA – Katy, TX   CASH MANAGEMENT Preserve Master Maintenance Corp – Chino, CA: Designated as agent to manage CD ladder for client’s $3,400,000 portfolio Arrowood Master Association – San Diego, CA: Designated as agent to manage CD ladder for client’s $2,700,000…

January Highlight Reel

January 2, 2017Scott

LOANS CLOSED $17,000,000: 200 East 57th – New York, NY $3,100,000: 141-60 East 84th – Queens, NY $2,000,000: Sanderling Condominiums – Centreville, VA $1,700,000: Residences at Brambleton II Condo. Assoc. – Ashburn, VA $1,500,000: Fordham Terrace – Bronx, NY $1,000,000: Morgan Court Condominium– New York, NY $993,750: Evans Tower Condominium – New York, NY $950,000:…

December Highlight Reel

December 1, 2016Scott

LOANS CLOSED $9,300,000: Gentry Apartments – Brooklyn, NY $8,150,000: Chesapeake Owners Corporation – New York, NY $2,850,000: 125 Beach 124th Street – Rockaway, NY $1,540,000: Briarwood at Forest Park – Woodhaven, NY $850,000: Whitley Park – Bethesda, MD   CASH MANAGEMENT Park Claridge Condominium Association – Deerfield, IL: Moved approximately $500,000 to partner banks, tripling…

November Highlight Reel

November 1, 2016Scott

LOANS CLOSED $2,600,000: Towamencin Condominium – Harleysville, PA $1,000,000: The Carlyle House – Arlington, VA $1,120,000: INDX Condominium – Toronto, ON $850,000: Karma Condominium – Toronto, ON   CASH MANAGEMENT Union Square at Broadway HOA – San Diego, CA: Rebalanced portfolio resulting in $12,000 increase of yearly interest income Icon Owners Association – San Diego,…

October Highlight Reel

October 1, 2016Scott

LOANS CLOSED $13,700,000: 2077 Tenants Corp. – Fort Lee, NJ $3,000,000: Copper Ridge Condominium – Charlotte, NC $2,200,000: River Station Condominium – Minneapolis, MN $2,000,000: Marlborough Condominium Association – Chicago, IL $285,000: Summit Village Condominium – Hidden Valley, PA   CASH MANAGEMENT Bridgeview Owners Assoc. – San Francisco, CA: Placed $8.2 million in settlement funds…

Celebrating $3 Billion!

July 15, 2016Scott

July Highlight Reel

July 1, 2016Scott

LOANS CLOSED $3,500,000: 351 Marine Ave – New York, NY $2,500,000: 825 West End Condominium – New York, NY $1,900,000: 720 Owners Corp. – New York, NY $1,500,000: Grande at Riverview Condominium – Conshohocken, PA $1,050,000: 950 W Huron – Chicago, IL $800,000: The A Condominium – Jersey City, NJ   CASH MANAGEMENT Harveston Community…

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  • January 2020 Highlight Reel
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