LOANS CLOSED
$6,500,000: Loring Green West – Minneapolis, MN
$5,500,000: 220 East 54th – New York, NY
$4,250,000: Tehama Tenants – Brooklyn, NY
$2,500,000: Fairfield Village Condominium – Chicago, IL
$2,400,000: Verrazano Owners – Brooklyn, NY
$1,700,000: 91 Payson – New York, NY
$650,000: Fifth on the Park – New York, NY
$365,000: Iron Horse Canyon – San Antonio, TX
$315,000: River Towers – Minneapolis, MN
CASH MANAGEMENT
South Constitution Condominium – Hoboken, NJ: Reallocated $2,000,000 in reserve balances to help client earn an additional $6,300 per year of interest income
Delaware Place Private Residences – Chicago, IL: Reallocated $1,000,000 in reserve balances to help client annually earn an additional $3,700 of interest income
Townsend House – New York, NY: Allocated $900,000 in deposit proceeds to help client earn an additional $3,300 per year
Sully Station II Community Association – Centreville, VA: Reallocated client’s reserve portfolio, increasing annual interest earnings by $2,000
Penthouse Condominium – Towson, MD: Allocated $1,000,000 in reserve funds to yield an additional $7,000 per year
Enclave at Shrewsbury – Shrewsbury, NJ: Reallocated $300,000 in reserve funds to increase annual interest yield by $1,000
Eaglewood – Hobe Sound, FL: Moved $500,000 in out-of-network balances to partner banks, increasing interest income by $2,247
Northern Terrace – Las Vegas, NV: Increased client’s annual interest income by nearly $15,000 (543% increase!)
The Bluffs – Newport Beach, CA: Increased yearly interest income by more than $10,000
Pipers Green – Houston, TX: Worked with client to increase annual interest earnings by 115%
INSURANCE PLACEMENTS
Bayfront Tower – St. Petersburg, FL: Switched to partner, saving $70,000 on annual premium, lowering wind deductible from 3% to 2% ($800,000 decrease), and adding coverage where gaps previously existed
Panamount Place – Calgary, AB: Partner agent saved client $17,000 versus incumbent on renewal and added coverage for pollution, legal expense, terrorism, privacy breach, and volunteer accident
Indian Bluffs – Calgary, AB: Saved $13,000 with partner broker’s renewal which also included broader coverages
Bluffs Village II – Las Vegas, NV: Placed with broker partner to broaden coverage and save over $3,000 per year
Newport Coast – Newport Beach, CA: Saved client $10,000 by switching to broker partner
Lee Landing – Falls Church, VA: Partner agent improved property coverage and provided cyber liability while reducing premium by $19,000
Tall Pines at Mason Run – Pine Hill, NJ: Client switched to broker partner at renewal, saving 15% on premium while enhancing coverage
L’Hermitage I Condominium Association – Fort Lauderdale, FL: Partner agent delivered $37,000 in savings for renewal and reduced water damage deductible to $5,000
Palm Beach Hotel Condominium – Palm Beach, FL: A cancel/rewrite was done by partner agent in order to have policies renew on same day; total savings exceeded $40,000
Esplande on the New River – Fort Lauderdale, FL: Hurricane deductible was lowered to 2% by partner agent
Villas on the Green – Myrtle Beach, SC: Broker partner moved client from non-standard to the standard market while still saving $14,500 in premium