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 average yield by over $36,000 (62% increase) and will assist with managing their CD ladder
Westlake Master – Sacramento, CA: Increasing portfolio’s average interest earned by over $24,000 (91% increase) and will assist with managing their CD ladder
Desert Lakes – Las Vegas, NV: Reallocated balances to increase portfolio’s annual interest from $29 to over $1,400
Northbrook Ranch – Las Vegas, NV: Reallocated balances to increase portfolio’s annual interest from $113 to over $1,200
Gardens at Point Bluff – San Antonio, TX: Reallocated balances to increase portfolio’s annual interest from $204 to over $1,300
Ocean Place – Hull, MA: Reallocated $93,606 to help increase the community’s interest income by 74%
Twin Hills – Chester Springs, PA: Reallocated $415,138 to help the community earn an additional $3,660 per year
The Pearl – Philadelphia, PA: Reallocated $902,287 to help the community earn an additional $4,490 per year
Red Lion Chase – Bear, DE: Reallocated $726,438 to help the community earn an additional $4,763 per year
Conference Center Condo – Williamsburg, VA: Reallocated $380,307 to help the community earn an additional $5,915 per year
Northridge Estates – Norristown, PA: Reallocated $918,089 to help the community earn an additional $4,964 per year
414 Water St. – Baltimore, MD: Reallocated $1,637,923 to help the community earn an additional $2,283 per year
Winchester House Condo – Brookline, MA: Reallocated $338,151 to help the community earn an additional $2,496 per year
Brookfield Condo – Belvidere, NJ: Reallocated $623,711 to help the community earn an additional $4,122 per year
Colonial Apartment Corporation – Brooklyn, NY: Reallocated $230,696 to help community earn an additional $2,539 per year
The Vue – Baltimore, MD: Reallocated $565,000 to help the community earn an additional $3,614 per year
Balfour Owners Corp – Forest Hills, NY: Reallocated $770,000 to help the community earn an additional $18,286 per year
Seven Dwarfs Association – Orlando, FL: Increased their interest return on bank deposits by $11,500
Insurance
Homestead at Mansfield HOA – Columbus, NJ: The association moved to a partner broker mid-term and at renewal our partner saved the association over $16,000 with enhanced coverage
Providence View Condominium Association – Collegeville, PA: Association obtained enhanced coverage with Guaranteed Replacement Cost and saved over $12,000 by moving to partner broker at renewal
1200 Avenue at Port Imperial HOA – Weehawken, NJ: Broker partner marketed the account and saved the association $9,000 in premium with similar coverage
Four Winds at Oakton Condominium – Oakton, VA: Association received $20,000 in savings along with enhanced coverage by moving to broker partner at renewal
The Enclave Condominium – Fairfax, VA: Client obtained premium savings of over 24% by moving to partner agent
Carver Place HOA and Condominium – Arlington, VA: Both associations moved to broker partner at renewal with similar coverage to expiring; the HOA saved over 25% in annual premium and the Condo saved 3%
Cooper Arms – Los Angeles, CA: Increased property coverage, provided broader D&O coverage, doubled Fidelity limits bringing them into compliance and saved $27,000 annually equating to a 35% savings
Elan – Las Vegas, NV: Broadened property coverage and added umbrella program without increasing premium to provide client significantly improved overall coverage
Southview at Aventura – Aventura, FL: Broadened coverage and lowered deductibles by placing coverage with partner agent
Parc Condominium – Aventura, FL: Saved association over $100,000 on renewal
RSCC 1329/The 6th on Angus Glen – Markham, ON: Significantly increased coverage on all lines of business and added new coverages such as pollution and terrorism insurance
Lending
$1,500,000: 61 Oliver Owners Corp – New York
$1,075,000: 3626 Kings Highway – New York
$700,000: Metcalfe West – Missouri
$500,000: The Hills of Walden – Missouri
$200,000: Liberty Lofts – Missouri
$180,000: Bassett Creek – Minnesota
$160,000: Chalon Condominium Association – Washington, DC