972-613-2224
972-613-2224

C

A red triangle pointing upwards is centered within a larger white triangle against a dark background.

se Studies

A woman stands at a whiteboard giving a presentation to a group of five people seated at a table in a conference room.

An owner with a portfolio size of 10+ properties came to me for assistance on an insurance solution for their portfolio.

An owner with a portfolio size of 10+ properties came to me for assistance on an insurance solution for their portfolio. The management company they were using was going out of business requiring them to move their coverage off of the management company’s master policies. We were able to procure coverage at terms and pricing that was comparable or better than what they were expecting at the next management company’s renewal a few months away. Owner made the switch and now has complete control of their coverage as the First Named Insured. Going forward they no longer have to rely on coverage from a management company’s master.

Other Case Studies

Affordable housing provider

Unbeknownst to the insured, an affordable housing provider had an Assault & Battery exclusion on their general liability and umbrella coverages.

It's the little things that make them so big. The willingness to respond back to questions promptly is what’s important to me. In the past, waiting 2-3 days for someone to respond and then not have the answer was so frustrating. Believe me, I appreciate this.

– Heather
NOI/CAP Rate
We understand that NOI is a key metric and anything we can do to positively influence NOI improves the assets’ performance and, ultimately, its value. Linearly relative to annual operating performance and exponentially relative to the Cap rate of a disposition of the asset.
Request A Quote