INSURANCE
Barclay Beach Club – Fort Pierce, FL: Saved the association $6,000 in premium while increasing coverage
Landmark at Doral I – Doral, FL: Increased coverage on the Association’s policies
Hammock Park HOA – Oviedo, FL: Renewed with partner agent to reduce premium by 23%
Bacopa Bay – St. Petersburg, FL: Renewed with partner agent to increase policy coverage and reduce premium by $34,000
Destiny Owners – Destin, FL: Increased policy coverage and reduced premium
PSCC 809 / 70 Absolute – Mississauga, ON: Provided significantly better coverage (extended replacement cost; 6x increase of general liability insurance) for less than the incumbent offer; also provided Pollution Liability, Legal Expense coverage, Volunteer Accident and Terrorism insurance not previously offered
TSCC 2473 / Ivory on Adelaide – Toronto, ON: Lowered premium and provided coverage enhancements not offered by the incumbent broker
The Crossing Condominium UOA – Fairfax, VA: Broker partner saved new client over $14,000 in premium and improved their Water Damage deductible
Treetop Condominium Association – Upper Marlboro, MD: Partner broker greatly improved the D&O and Crime coverage and deductibles while saving the association $4,000 when compared to expiring, or $12,000 when compared to the incumbent’s renewal pricing
Vienna Station HOA – Vienna, VA: The association moved to our exclusive HOA Program and obtained 33% savings with enhanced Liability coverage by placing an Umbrella that they did not have previously
LENDING
$13,500,000: Fairmont Tenants Corp – New York, NY
$5,000,000: River Towers – Minneapolis, M
$1,500,000: Parkshore – Chicago, IL
$1,250,000: Townes of Apple Creek – Chicago, IL
$1,100,000: 17 West 67th Street – New York, NY
$885,000: 201 W 21st – New York, NY
$870,000: Weston Woods at Anderson Lake – Eden Prairie, MN
$148,000: Wayland Village – Smithville, NJ
$125,000: Laurel Hill West – Golden Valley, MN
CASH MANAGEMENT
2000 N Lincoln Park West Private Residences – Chicago, IL: Reallocated $566,000 in reserve funds to earn an additional $7,680 per year
Seaview at Shark River Island – Neptune, NJ: Reallocated $2,534,459 to help client earn an additional $6,742 per year
Traditions at Hamilton Crossing – Hamilton, NJ: Reallocated $869,310 to earn client an additional $1,617 per year
Trent Manor – Eagleville, PA: Reallocated $571,186 to help earn an additional $1,770 per year
Newton Grant Homeowners Association – Newton, PA: Reallocated $697,431 to help earn an additional $2,783 per year
Olde Towne – Branchburg, NJ: Reallocated $614,761 to help earn an additional $1,622 per year
Summit House – Guttenberg, NJ: Reallocated $2,760,003 to help earn an additional $16,019 per year
Amber Fields – Nanuet, NY: Reallocated $1,295,117 to help earn an additional $8,422 per year
Atlantic I at the Point – Aventura, FL: Annual interest increased by over $17,000 by switching to a partner bank
Nautica Condominium Association – Miami, FL: Eliminated FDIC0-exposure of over $20,000 and increased annual interest by $5,000
Aventura Marina Two Condominium – Aventura, FL: Eliminated FDIC-exposure of over $300,000 and increased annual interest by $7,000
Islands at Doral – Doral, FL: Eliminated FDIC-exposure of over $1,400,000 and increased interest yield by over $21,000
Cachet at Grayhawk Condon – Scottsdale, AZ: Increased portfolio’s average yield by 30%
Sincuidadosn – Scottsdale, AZ: Helped association increase portfolio’s average interest earned by over $12,000 and will assist with managing their CD ladder
The Strand – Dana Point, CA: Helped association increase annual interest earned by over $27,000 and will assist with managing their CD ladder
Tract 28166 (Sutton Place) – Corona, CA: Increased portfolio’s average yield by 57%
Eastridge Village – Chino Hills, CA: Increased portfolio’s average yield by 185%
Queensridge Owner’s Association – Las Vegas, NV: Helping association increase interest by over $30,000 (268% improvement) and will assist with managing their CD ladder
Countryplace Master – Pearland, TX: Helping association increase annual interest earned by over $9,000