CASH MANAGEMENT
Valencia Shores Master – Lake Worth, FL: Moved $4,300,000 into partner banks, increasing client’s annual interest income by $33,300
Boca Pointe COA – Boca Raton, FL: Moved $600,000 into partner banks which increased interest income by $6,142 per year
Wyndham Palms Homeowner’s Association – Kissimmee, FL: Increased interest earnings by $8,200 by moving $1,200,000 into partner banks
Parliament Towers Condominium Association – Pompano Beach, FL: Moved association funds into partner banks to ensure protection of funds and yield an additional $22,000 in annual interest
Terramar HOA – Peoria, AZ: Helped association increase portfolio’s average yield by 232% and will assist managing their CD ladder
Rancho El Dorado HOA – Maricopa, AZ: Increased the association’s annual interest earned by over $32,000 and will assist with managing their CD ladder
Rancho Etiwanda Estates Maint. Corp – Rancho Cucamonga, CA: Helped association increase portfolio’s average yield by 105% and will assist with managing their CD ladder
Laguna Pointe Owners Association – Elk Grove, CA: Helped association increase portfolio’s average yield by 51%
The Falls at Rhodes Ranch – Las Vegas, NV: Increased the association’s annual interest earned by over $12,000 and will assist with managing their CD ladder
POA of Legends Ranch – Spring, TX: Helped association increase portfolio’s average yield by 313% and will assist with managing their CD ladder
The Vaux – New York, NY: Reallocated $3,500,000 in reserve balances to help them earn an additional $47,000 per year
Fairmont Tenants Corp – New York, NY: Reallocated $700,000 in reserve balances to help them earn an additional $7,500 per year
Eton Square Condominium – Alexandria, VA: Reallocated $750,000 in reserve balances to help them earn an additional $5,000 per year
Townsend House – New York, NY: Reallocated $1,500,000 in reserve balances to help earn an additional $8,500 per year
River Towers – Minneapolis, MN: Reallocated $970,000 in operating and reserve funds to earn client an additional $6,394 per year
Summit House – Minneapolis, MN: Reallocated $831,000 in reserve balances to help earn an additional $6,386 per year
Commons at Laurel Creek – Mt. Laurel, NJ: Reallocated $818,334 in reserves balances to earn an additional $1,796 per year
Chelsea Square – Morganville, NJ: Reallocated $740,563 in reserve balances to earn an additional $1,115 per year
Glen at Mason’s Creek – Hainesport, NJ: Reallocated $465,120 in reserve balances to earn client an additional $2,551 per year
Hudson Green Master – Jersey City, NJ: Reallocated $1,093,376 in reserve balances to help client earn an additional $1,786 per year
1400 Museum Park – Chicago, IL: Reallocated $1,128,715 in reserve balances to help earn an additional $2,663 per year
120 North Lakeview Condo – Chicago, IL: Reallocated $556,495 in reserve balances to earn an additional $2,477 per year
Manor at Heritage Woods – Old Bridge, NJ: Reallocated $253,970 in reserve balances to help earn an additional $1,034 per year
Orchard Valley – West Chester, PA: Reallocated $193,635 in reserve balances to help client earn an additional $1,237 per year
1600 Church Condominium Association – Wyncote, PA: Reallocated $715,842 in reserve balances to earn an additional $1,727 per year
Hamlets at South River – Edgewater, MD: Reallocated $869,621 in reserve balances to help earn an additional $6,628 per year
INSURANCE
80 Absolute, PSCC 850 – Mississauga, ON: Saved the board over $1,000 on their insurance renewal and provided six times the liability coverage versus the incumbent broker.
Arbors Homeowners Association, Inc. – Rye Brook, NY: Association received comparable coverage with over 27% in premium savings by moving to partner agent
Windgate of Arlington Condominium II – Arlington, VA: Broker partner saved client $4,000 and provided Earthquake coverage that was previously excluded
Apogee/Briarcliff Owners – Cliffside Park, NJ: Association switched to broker partner at renewal and obtained comparable coverage and premium savings
Abington Gardens Condo. Assoc. – Abington Township, PA: Received a 30% decrease in premium along with Umbrella and Workers Comp policies that the association previously did not have in place
Cypress Pointe – Orlando, FL: Rounded out association’s coverage by adding missing policies to their renewal portfolio
Townhomes of Kings Lake – Gibsonton, FL: Increased coverage and reduced the association’s overall deductible exposure
Palm Gardens at Doral – Doral, FL: Increased coverage amount while reducing overall premium
Stonebrook II HOA – Homestead, FL: Decreased the associations renewal premium by over 20%
L’Hermitage I Condominium Association – Fort Lauderdale, FL: Partner agent was able to lower the Hurricane Deductible to 2% while delivering over $36,000 in savings to the Association
LOANS CLOSED
$1,072,092: Castello Condominium – Calgary, AL
$425,000: Terrace Condominium – Chicago, IL
$200,000: Limestone Condominium – Jersey City, NJ
$182,000: Park View at Huset Townhomes – Columbia Heights, MN
$150,000: The Pavilions on Camelback Condo Assoc – Maricopa, AZ
$86,000: Genesis Crossing – Kansas City, MO