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 W Washington – Illinois (Produced by Megan Mendoza)
$1,650,000: Enclave at Richmond Place – Florida (Produced by Don Egnor)
$850,000: 555W23rd Condominium – New York (Produced by Jared Mosery)
$450,000: 420 W Grand – Illinois (Produced by Alexandra van Ginkel)
$399,500: Tara Gardens – Massachusetts (Produced by Chris Ballard)
CASH MANAGEMENT
Village at Lynx Creek – Dewey, AZ (Assisted by Doreen Storz): Maintaining portfolio’s average interest earned in decreasing rate environment.
Serafina – Ontario, CA (Assisted Tiffany Petty): Increasing portfolio’s average interest earned by over $4,000.
Summergate HOA – Las Vegas, NV (Assisted Talita Godoi): Increasing portfolio’s average interest earned by over $1,800 (30% increase).
Enclave Townhome – Houston, TX (Assisted Clinton Seay): Increasing portfolio’s average interest earned by over $1,000 (419% increase).
Olde Georgetown – Charlotte, NC (Assisted by Lynn Wheeler): Reallocated portfolio to help the community earn an additional $5,000 per year.
Sands Beach Club – Myrtle Beach, SC (Assisted by Lynn Wheeler): Reallocated portfolio to help the community earn an additional $6,200 per year.
Box Hill South HOA – Abingdon, MD (Assisted by Michelle Esworthy): Reallocated $314,633 to help the community earn an additional $1,400 per year.
Bayland Condominium – Havre de Grace, MD (Assisted by Michelle Esworthy): Reallocated $299,270 to help the community earn an additional $4,891 per year.
Lexington Village – East Brunswick, NJ (Assisted by Jackie Rodgers): Reallocated $351,274 to help the community earn an additional $6,396 per year.
Tall Pines Condo – Clementon, NJ (Assisted by Cheryl Buriak): Reallocated $538,339 to help the community earn an additional $3,848 per year.
2400 South – Philadelphia, PA (Assisted by Rachel Krull): Reallocated $774,772 to help the community increase annual interest income by 7%.
Legacy Lofts – Minneapolis, MN (Assisted by John Benevides): Increased interest income by $5,200 per year.
127 West 96th Street – New York, NY (Assisted by Janine Cebollero): Increased interest income by $6,400 per year.
Cheval Condominium – Bethesda, MD (Assisted by Amy Kaplow): Increased interest income by $2,963 per year.
Octave Condominium – Silver Spring, MD (Assisted by Erica Cartright): Increased interest income by $1,000 per year.
INSURANCE
Creekside Village Community Association – Boothwyn, PA (Assisted by Krista Welsch): Client saved nearly $1,000 by switching to a broker partner while gaining higher insurance limits and umbrella coverage.
Cambridge HOA – Fredericksburg, VA (Assisted by Lindsay Chickering): Client chose to bid out their insurance, saved a few hundred dollars by switching to a partner broker and obtained more extensive coverages.
Perkiomen Woods POA – Collegeville, PA (Assisted by Yvonne Newman): Client saved over $2,100 by switching their insurance coverages to a partner broker while gaining a lower package deductible and higher insurance limits.
Marshall Heights – Falls Church, VA (Assisted by Crystal Gray): The Association chose to bid out their insurance, saved over $2,300 by switching to a partner broker and obtained more extensive coverages.
Five West II – Calgary, AB (Assisted by Jennifer Milz): Partner broker was able to save the Corporation $13,600 in premium with higher liability limits plus more coverages such as Legal Expense, 130% Extended Replacement Cost, Terrorism and Environmental Liability.