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 Association – Temecula, CA: Reallocated reserve fund portfolio to increase annual interest income by $5,290
Pacific Knolls HOA – Mission Viejo, CA: Increased interest income by $7,659 annually
Shipley Square HOA – San Francisco, CA: Doubled portfolio interest to 0.47% for client by reallocating funds to partner banks
Corona Ranch Properties HOA – Corona, CA: Increased annual interest income to $6,122
Coronado HOA – Las Vegas, NV: Reallocated funds for client to increase annual interest income by $3,105
Clearwater Cove HOA– Las Vegas, NV: Tripled annual interest income on client’s portfolio
Bentwater Property HOA – Houston, TX: Increased yearly interest income to $3,907 by shifting funds to higher-yielding accounts
Roseheart HOA – San Antonio, TX: Doubled annual interest income and alleviated uninsured balances
Wyckford Mews – Sellersville, PA: Rellocated reserve funds to increase interest income by 100% annually
Brewerytown Square – Philadelphia, PA: Increased interest income by $1,000 per year
360 Riverside – New York, NY: Reallocated reserve portfolio to increase annual interest income by $1,700
Harbor View Condo Association – Chicago, IL: Moved $400,000 into partner banks to earn client additional $2,400 in annual interest
1240 N Lake Shore Dr. – Chicago, IL: Reallocated $300,000 to help client increase annual interest income by $1,000
Franklin Building Condominium Association – Chicago, IL: Shifted $550,000 into partner banks to add $2,000 in annual interest
The Carlyle – Minneapolis, MN: Earned client an additional $800 annually by reallocating $246,000 into partner banks
Summerfield Master – Tampa, FL: Netted additional $6,000 in annual interest income by moving balances to partner banks
INSURANCE PLACEMENTS
Timberton Condominium – Plymouth, MN: New client saved $16,000 in annual premiums by placing insurance with broker partner
Bronzeville Lofts – Chicago, IL: Improved coverages and decreased premiums by $7,000 by renewing with broker partner
Windsor Way – Wellington, FL: Obtained renewal proposal, saving client $11,000 while also improving coverages
The Warwick Condominium – Atlantic City, NJ: Saved client over $30,000 and enhanced coverage compared to expiring program
One Spring Street Condominium – New Brunswick, NJ: FS Insurance Brokers’ involvement influenced competing agent to improve deductible and terms compared to initial proposal, ultimately saving client on premiums and lowering the deductible by $25,000
Fleur de Lis – Reno, NV: New client saved $20,000 annually on premiums while increasing coverages and lowering deductibles