Lending
$2,500,000: Sexton Lofts – Minnesota (Produced by Katie Prater)
$2,000,000: Lofts on Post Oak – Texas (Produced by Mark Shearer)
$1,500,000: City Heights Condominium – Minnesota (Produced by Christopher Campbell)
$1,500,000: Castle Crest Homeowners Association – Minnesota (Produced by Megan Kucz)
$800,000: Spinnaker Cove Courthome Association – Minnesota (Produced by Crystal Pingel)
Cash Management
Sunland Springs Village – Mesa, AZ: Increasing portfolio’s annual interest by over $22,000 and will assist with laddering their investments
Elan at Dublin – Dublin, CA: Will increase portfolio’s average interest earned by over $11,000 (73% increase)
Hasley Estates – Castaic, CA: Increasing portfolio’s annual interest by 590% and will assist with laddering their investments
Condos at the District – Henderson, NV: Increasing portfolio’s annual interest by over $20,000 (170% increase) and will assist with laddering their investments
Hunters Landing – Murphy, TX: Reallocating balances to increase portfolio’s annual interest by 350%
Society Hill at University Heights I COA – Newark, NJ: Reallocated $1,017,664 to help the association earn an additional $19,876 per year
Roc Harbour Condominium Association – North Bergen, NJ: Reallocated $665,306 to help the association earn an additional $1,097 per year
The Rittenhouse Condominium – Philadelphia, PA: Reallocated $4,064,136 to help the association earn an additional $15,415 per year
Lexington Hill Homeowners Association – Harriman, NY: Reallocated $320,242 to help the association earn an additional $1,462 per year
Glenbrooke at Bridgewater – Bridgewater, NJ: Reallocated $1,628,238 to help the association earn an additional $3,478 per year
1600 Church – Wyncote, PA: Reallocated $817,851 to help the association earn an additional $3,849 per year
Millville By The Sea – Ocean View, DE: Reallocated $357,725 to help the association earn an additional $2,818 per year
Cottage Gate at Navesink – Atlantic Highlands, NJ: Reallocated $291,759 to help the association earn an additional $5,346 per year
One Spring Street Condominium Association – New Brunswick, NJ: Reallocated $1,628,360 to help the association earn an additional $2,946 per year
The Clock Tower Lofts Condominium Association – Chicago, IL: Reallocated $790,274 to help earn an additional $10,696 per year
The Thoms Estate HOA – Asheville, NC: Reallocated $171,899 to help the association earn an additional $1,828 per year
Indigo Creek – Murrells Inlet, SC: Reallocated $1,407,655 to help the association earn an additional $10,092 per year
Sanderling Condominium – Centreville, VA: Reallocated $1,029,058 to help the association earn an additional $5,112 per year
Grove at Arlington Condominium – Arlington, VA: Reallocated $600,000 to help the association earn an additional $6,292 per year
Kingsgate Condominium – Alexandria, VA: Reallocated $625,000 to help the association earn an additional $2,917 per year
Port Potomac HOA – Woodbridge, VA: Reallocated $850,000 to help the association earn an additional $2,800 per year
Summer’s Grove HOA – Alexandria, VA: Reallocated $300,000 to help the association earn an additional $3,534 per year
West End Condominium – Alexandria, VA: Reallocated $2,000,000 to help the association earn an additional $12,327 per year
Amber Spring Condominium – Stone Ridge, VA: Reallocated $1,000,000 to help the association earn an additional $5,543 per year
Spring Lakes HOA – Leesburg, VA: Reallocated $600,000 to help the association earn an additional $3,900 per year
McLean Crest HOA – McLean, VA: Reallocated $300,000 to help the association earn an additional $3,149 per year
Eton Square Condominium – Alexandria, VA: Reallocated $800,000 to help the association earn an additional $4,900 per year
Chancery Condominium of Kingstowne – Alexandria, VA: Reallocated $300,000 to help the association earn an additional $1,200 per year
Brambleton HOA – Brambleton, VA: Reallocated $700,000 to help the association earn an additional $5,345 per year
Morningside Heights Housing Corp – New York, NY: Reallocated $5,000,000 to help the association earn an additional $14,000 per year
Residences at Brambleton II Condominium – Brambleton, VA: Reallocated $500,000 to earn association an additional $2,100 per year
Penderbrook Square Condominium – Fairfax, VA: Reallocated $900,000 to help the association earn an additional $6,000 per year
Townes of Goose Creek Village – Ashburn, VA: Reallocated $300,000 to help the association earn an additional $2,654 per year
Breezewood Forest East Property Owners Association – Fredericksburg, VA: Reallocated $200,000 to help the association earn an additional $1,301 per year
Crystal Gateway – Arlington, VA: Reallocated $750,000 to help the association earn an additional $8,000 per year
Sonata Beach Club Condominium – Pompano Beach, FL: By switching to partner banks, the association’s annual interest increased by $42,000 while keeping funds fully FDIC protected
Ocean Palms Condominium – Hollywood, FL: Board approved to move $2,200,000 to partner banks in order to gain additional interest and ensure protection of funds
Prominence Property Owners – Santa Rosa Beach, FL: Presented analysis and improved return by $14,000
Sunbird Of Panama City – Panama City Beach, FL: Moved $4,930,000 out-of-network deposits to partner banks increasing return by $84,000
La Riva East HOA – Perdido Key, FL: Presented analysis and improved return by $9,000
Lost Key & Beach Club – Perdido Key, FL: Reallocated $1,100,000 out-of-network deposits to our partner banks increasing return by $9,000
The Village Community – Panama City Beach, FL: Increased annual interest by $11,000
DiMucci Twin Towers – Daytona Beach, FL: Helped improve deposit allocation, increasing annual return by $13,000
Insurance
Parliament Towers Condominium – Pompano Beach, FL: Board switched to partner agent at renewal, gaining improved coverages, provided savings and additional policies to cover all the potential exposures to the association including Cyber, Active Shooter and Legal Defense policy
Continental Gardens Condo Trust – Cambridge, MA: Broker partner marketed the account at renewal and the association obtained over $20,000 in premium savings (52%) and enhanced coverage with Guaranteed Replacement Cost
Beckett Association – Logan Township, NJ: Partner broker marketed the account at renewal and saved the association over $10,000 (56%) with similar coverage
Potomac Green Community Association – Ashburn, VA: Assisted with the bidding process and the client received over $14,000 in premium savings with similar coverage by moving broker partners at renewal
Reservoir Place Condo Trust– Brighton, MA: The association received 13% in annual premium savings at renewal
MTCC 605 / Heathside Place of Forest Hill – Toronto, ON: Quoted higher limits of insurance, broader coverage and saved the client premium over the incumbent broker
YRSCC 1323 / Expo Tower 1 – Vaughan, ON: Client was non-renewed by their broker; FS Insurance Brokers identified interested insurance carriers and provided this community with an option for their renewal
TSCC 1457 / Massey Square – Toronto, ON: Client chose our offering as coverage was significantly better than the incumbent brokers