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Category: Highlights

Home Archive by Category "Highlights" (Page 3)

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…

September Highlight Reel

September 1, 2017Scott

CASH MANAGEMENT Milton Landing Condo – Milton, MA: Reallocated $711,286 in reserve portfolio to earn an additional $2,197 per year in income Riverhouse Condominium – Boston, MA: Reallocated $692,000 in reserve portfolio to earn an additional $1,803 per year in income Lenox Station – Norwood, MA: Reallocated $207,299 in their reserve portfolio to increase interest…

August Highlight Reel

August 1, 2017Scott

LOANS CLOSED $12,900,000: Ardsley Tenants – New York, NY $3,000,000: Sanderling Condominium – Centreville, VA $868,916: Core Commercial Parking – Toronto, ON $184,552: The Creek Condominium – Minneapolis, MN   CASH MANAGEMENT Braintree Hills Condo – Braintree, MA: Reallocated $362,000 reserve portfolio to earn an additional $1,062 per year in income The Rialto-Capitol Condominium –…

July Highlight Reel

July 1, 2017Scott

INSURANCE PLACEMENTS Warwick Condominium Association – Atlantic City, NJ: Broker partner retained renewal and has saved the association over $28,000 in premium during the past two years Brighton Green Condominium – Newburgh, NY: After identifying deficiencies, new policies with overall better coverage were placed with broker partner mid-term Willow Point Condominium – Falls Church, VA:…

June Highlight Reel

June 2, 2017Scott

CASH MANAGEMENT Foxfield at Naaman’s Creek – Boothwyn, PA: Reallocated $4,000,000 in reserve balances to help client earn an additional $6,600 per year in interest income Orchard Gate HOA – Westmont, IL: Reallocated reserve portfolio, earning client an additional $6,000 annually Lakes of Radisson Master – Blaine, MN: Reallocated $750,000 in excess operating funds to…

May Highlight Reel

May 1, 2017Scott

LOANS CLOSED $11,000,000: The Palisades Condominium– Fort Lee, NJ $2,600,000: Wynbrooke Homeowners Association – Murrells Inlet, SC $2,000,000: Mira Lagos Homeowners Association, Inc – Dallas, TX $820,723: The Trails Condominium Association – Kansas City, MO $370,000: Dakota on the Park Condominium– St. Paul, MN $228,988: The Commodore Condominium – St. Paul, MN $140,000: Alderon Woods…

April Highlight Reel

April 5, 2017Scott

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…

March Highlight Reel

March 1, 2017Scott

LOANS CLOSED $6,500,000: Loring Green West – Minneapolis, MN $5,500,000: 220 East 54th – New York, NY $4,250,000: Tehama Tenants – Brooklyn, NY $2,500,000: Fairfield Village Condominium – Chicago, IL $2,400,000: Verrazano Owners – Brooklyn, NY $1,700,000: 91 Payson – New York, NY $650,000: Fifth on the Park – New York, NY $365,000: Iron Horse…

August & September Highlight Reel

September 1, 2016Scott

LOANS CLOSED $1,800,000: Loop Calhoun – Minneapolis, MN $1,700,000: Table Bay Corp. – New York, NY $800,000: Galleria Residences – Edina, MN $190,000: Champions Ridge HOA – San Antonio, TX   CASH MANAGEMENT Port Liberte III Condo Assoc. – Jersey City, NJ: Reallocated $3.8MM reserve fund portfolio to increase annual interest income by $25,718 The…

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