Insurance
- The Sutterfield – San Francisco, CA: Increased coverage for a severely underinsured condominium while offering much broader coverage and still saving them $14,000 per year
- The Sage Condo – St. Petersburg, FL: Assisted in handling a water claim on the property which led to winning the property’s insurance due to the excellent service provided to the Board and the association
- TSCC 2629/The Nest – Toronto, ON: Saved client over $6,000 in insurance premium over the incumbent broker while providing more coverages and lower deductibles overall
- Symphony Tower – Edmonton AB: Upon reviewing insurance coverage and identifying that condo was underinsured through incumbent broker, we insured to full replacement value and saved the condo corporation over $28,000 with better coverage and lower deductibles
- Belle Plaza – Miami Beach, FL: Partner agent was able to save the association $42,000 on their insurance renewal while lowering their hurricane deductible from 5% to 3%
Lending
- $50,250,000: Castle Village – New York
- $7,500,000: 1170 Ocean Parkway – New York
- $800,000: Lee Landing Condominium – Virginia
- $588,000: Parkers Lake Homeowners Association – Minnesota
- $450,000: Trio II – Illinois
- $200,000: Trio Master – Illinois
- $100,000: Burgundy B – Florida
Cash Management
- Millwheel North – San Francisco, CA: Increasing portfolio’s average interest earned by over $13,000 (300%)
- Townes at Central Park West – Irvine, CA: Reallocating balances to increase portfolio’s annual interest by over $16,000 (117%)
- Sunset Pass – Las Vegas, NV: Reallocating balances to increase portfolio’s annual interest by 89%
- Palisades Community – Las Vegas, NV: Reallocating balances to increase portfolio’s annual interest by 116%
- Woodforest Owners Association – Houston, TX: Reallocating balances to increase portfolio’s annual interest by over $58,000 (4,851%)
- Bentley Manor – San Antonio, TX: Reallocating balances to increase portfolio’s annual interest by over $12,000 (107%)
- Glenbrooke at Bridgewater – Bridgewater, NJ: Reallocated $1,650,648 to help the association earn an additional $3,308 per year
- Beachfront North Master – Long Branch, NJ: Reallocated $732,134 to help the community earn an additional $2,442 per year
- 2000 Linwood – Fort Lee, NJ: Reallocated $3,655,508 to help the community earn an additional $7,657 per year
- 414 Water St. – Baltimore, MD: Reallocated $1,645,168 to help the community earn an additional $6,710 per year
- Villages at Dorchester – Hanover, MD: Reallocated $1,421,182 to help the community earn an additional $7,410 per year
- Woodlands at Tuxedo HOA – Tuxedo, NY: Reallocated $500,304 to help the community earn an additional $1,654 per year
- The Pierhomes at Harborview – Baltimore, MD: Reallocated $922,245 to help the community earn an additional $5,498 per year
- Concord Commons Condo Association – Chicago, IL: Reallocated $962,226 to help the community earn an additional $5,986 per year
- Beachfront North Condo – Long Branch, NJ: Reallocated $2,710,268 to help the community earn an additional $7,492 per year
- Maple Fields Homeowners Association – Middletown, NY: Reallocated $291,038 to help the community earn an additional $2,948 per year
- 235 West 71st Street – New York, NY: Reallocated $250,000 to help the association earn an additional $1,200 per year
- 300 East 85th Street – New York, NY: On-boarded new client and helped them allocate $2,000,000 in reserves to bank accounts generating $43,000 per year in interest income
- 250 Tenants Corp – New York, NY: Reallocated $250,000 to help the association earn an additional $1,400 per year
- Cosmopolitan Residences on South Beach – Miami Beach, FL: Reallocated balances to increase portfolio’s annual interest from $5,458 to over $16,116