Lending
- $10,000,000: Centre Village Condominium Association – Minnesota
- $4,500,000: 127 W 96th Street – New York
- $3,500,000: Orchard Gate – Illinois$3,000,000: Regalia on the Ocean – Florida
- $1,000,000: The Zenith Condominium – Minnesota
- $1,000,000: Barocrest Owners – New York
- $500,000: Galleria Residences – Minnesota
- $400,000: 410 at Society Hill Condominium – Pennsylvania
- $286,000: Vineyard Bay HOA – Texas
Cash Management
- Brandon Farms – Pennington, NJ: Reallocated $1,029,058 to help the association earn an additional $3,237 per year
- The Arts – Philadelphia, PA: Reallocated $1,536,094 to help the association earn an additional $5,029 per year
- Vendome – Boston, MA: Reallocated $989,859 to help the association earn an additional $2,776 per year
- Princeton Gate – Monmouth Junction, NJ: Reallocated $679,760 to help the association earn an additional $3,629 per year
- Renaissance at Manchester – Manchester, NJ: Reallocated $5,228,737 to help the association earn an additional $9,674 per year
- Cherry Parke – Philadelphia, PA: Reallocated $183,220 to help the association earn an additional $2,063 per year
- Ledgemere – Ashland, MA: Reallocated $1,981,528 to help the association earn an additional $5,131 per year
- Lakewood Falls Community – Chicago, IL: Reallocated $1,584,653 to help the association earn an additional $3,659 per year
- Liberty Knoll – Harleysville, PA: Reallocated $586,583 to help the association earn an additional $3,440 per year
- Residences at Flatrock – Englewood, NJ: Reallocated $468,122 to help the association earn an additional $1,328 per year
- Metroclub – Philadelphia, PA: Reallocated $883,268 to help the association earn an additional $3,359 per year
- Hudson Village COA – Newark, DE: Reallocated $369,391 to help the association earn an additional $4,177 per year
- Trent Manor – Collegeville, PA: Reallocated $655,388 to help the association earn an additional $2,895 per year
- 5800 Third Street OA – San Francisco, CA: Will increase portfolio’s average interest earned by over $20,000 (925% increase)
- The Plaza Irvine OA – Irvine, CA: Increasing portfolio’s annual interest by nearly $10,000 and will assist with laddering their investments
- Huntington Homeowners Master – Las Vegas, NV: Reallocating balances to increase portfolio’s annual interest by 182%
- Meridian Private Residences – Las Vegas, NV: Increasing portfolio’s annual interest by over $17,000 (90% increase) and will assist with laddering their investments
- Painted Trails at Kiley – Reno, NV: Reallocating balances to increase portfolio’s annual interest by 116%
- Enclave at Laurel Canyon – San Antonio, TX: Reallocating balances to increase portfolio’s annual interest 470% Breakwaters on the Palm Beach – West Palm Beach, FL: Increased annual interest by over $4,800 Verona at Deering Bay – Coral Gables, FL: Increased annual interest by over $28,000
Insurance
- Kensington Townes HOA – Herndon, VA: The association moved to FirstService Residential’s exclusive HOA program at renewal and saved 31% in premium with comparable coverage
- Mill Pointe Condominium – Edison, NJ: Partner broker saved the association over $19,000 in premium at last year’s renewal, and then negotiated an additional savings of over $15,000 this year, totaling over $35,000 the past 2 years with the same coverage
- Farmwell Hunt HOA – Ashburn, VA: Client obtained enhanced coverage with Guaranteed Replacement Cost and premium savings of over 8% by moving to broker partner at renewal
- TSCC 2221 / The Modern – Toronto, ON: Increased coverage substantially for this high-rise Toronto condo while keeping the premium within budget
- HSCC 684 / Munn’s Creek Condo – Oakville, ON: Offered significantly improved insurance program with broader coverage to this board at the same premium offered by the incumbent broke