CO Real Estate and Business Services | Integrated Mountain … · 2018. 1. 11. · business and...
Transcript of CO Real Estate and Business Services | Integrated Mountain … · 2018. 1. 11. · business and...
ELEVATING CUSTOMER SUCCESS
Properties | Management | Financial | Maintenance
Who WE arEOur founding partners are all long-time locals andbusiness and property professionals who are passionate about our beautiful mountain communities and helping you find the perfect setting for your family, business or investment.
We strive to elevate our customer’s success with a unique combination of capabilities, skill, knowledge and leading edge technology.
We combine more than a century of local knowledge with professionalism, systems and customer oriented businessprocess that reflects decades of global business experience.
Our company is about bringing world-class skills and processes to the customers we serve.
Serving these area locations:4 Aspen/Snowmass 4 Basalt/Willits 4 Carbondale 4 Glenwood Springs 4 New Castle 4 Silt 4 Rifle 4 Parachute
Contact us for your Real Estate, Management, Financial and Maintenance needs.
Integrated MountaIn ProPertIes
Residential & Commercial Property Sales
Residential & Commercial Property Leasing
Investment Property Sales
Integrated MountaIn ManageMent
Residential & Commercial Leasing & Management
Community Association & Special District Management
Community Association Management (CAM) Licensed Professionals
State of the Art Software with Real Time Applications for Homeowner Association Residents
Customized Online Portal for Seamless Resident Access
Integrated MountaIn FInancIal
Business Bookkeeping & Financial Management
Full-Service Payroll & Payroll Tax Reporting
Real Estate & Fixed Asset Account Analytics
Integrated MountaIn MaIntenance
Professional Landscaping & Scheduled Lawn Care
Seasonal Snow Removal
Property Maintenance Consultation
Property Maintenance & Re-Development
ThE only Fully InTEgraTEd rEal EsTaTE & ManagEMEnT TEaM
In ThE roarIng Fork VallEy
Integrated MountaIn GROUp
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Top BrokErs, ExpErIEncE WITh a long Track rEcord oF MarkET succEssOur brokers are at the top of their game and among the best in the market. This solid base of experience is supported by advanced property sales tools and processes designed to enhance your experience and ensure your success.
Strong Team with more than $70 Million in Annual Sales and Leasing Volume
Promotion of Property in Print Advertising
salEs & MarkETIng
capaBIlITIEs
Online Presence on a Market Leading Website
Back Office Systems, Technology and Process to Accelerate Deal Closure
Property Signage
Online Presence on Advertising Media Websites
Professional Photography
Property Staging
Serving both the commercial and residential real estate markets Todd brings more than 23 years of marketing skill and expertise, as well as a true passion for protecting and enhancing the Roaring Fork Valley. Along with Jim Gornick, they have been the Owners/Brokers of Leahy Gornick Real Estate prior to creating Integrated Mountain Group.
Todd lEahyFounder/Managing Broker
scoTT dIllardFounder/Broker Associate
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Scott brings more than a decade of experience to the team. A native of Alaska, Scott chose the Roaring Fork Valley to raise his family for the Real Estate market that is as unique as its landscape. Scott’s background in construction gives him an intimate understating of homes not shared with other Real Estate agents. His focus on putting his clients needs first has been the key to his success.
Full sErVIcE coMMErcIal & rEsIdEnTIal salEs and lEasIngIntegrated Mountain Properties is a full service brokerage with decades of experience here in the Roaring Fork Valley. We offer both Residential and Commercial Sales, Leasing and Management. Our Brokers have a presence in Garfield, Eagle and Pitkin Counties.
Integrated MountaIn pROpERTIES
coMMErcIal & rEsIdEnTIal propErTy ManagEMEnT
local knoWlEdgE, adVancEd propErTy ManagEMEnT sysTEMs & procEssEs
Integrated MountaIn MANAGEMENT
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Suzanne Henry moved to the Roaring Fork Valley in 1987 with her husband Mike. They have enjoyed a successful life partnership for more than 30 years. After a variety of business experience, she acquired a real estate license and has sold, leased, and managed properties for more than 15 years.
suzannE hEnryFounder/Broker Associate
MIkE hEnryBroker Associate
Mike Henry has been in the Roaring Fork Valley since 1984 and is a graduate of the University of Northern Colorado Business School. Mike has been active locally in real estate for nearly two decades. The last decade he has put his business experience to good use in commercial real estate and has accomplished multiple leasing and commercial sales.
commercial Managementw Maintenance Supervision & Coordinationw Insurance Policy Administrationw Lease Management
residential Managementw Property Inspectionsw Collectionsw Repairs & Improvements
We offer more than a century of combined Commercial and Residential property experience and understanding. We have also invested in advanced software and systems that provides easy access to owners on every aspect of their property and its performance, management and maintenance. We enhance our property management with experienced financial staff, processes and systems that include quarterly and annual comparative performance and value metrics and analytics.
Property owners & tenants:
w Review Homeowner Payment History
w Access to Design Guidelines
w Meetng Minutes & Notices
w Automated Maintenance Task Launch & Tracking
w Quarterly Financial & Performance Metrics
w Annual Financial & Performance Analytics
BoB JohnsonFounder/Executive Vice President
Bob has been managing Homeowners Associations and Community Property in the valley for more than 24 years. He holds a Community Association License (CAM) issued by the state of Colorado. He has a commitment to excellence in the properties he manages.
Bob is very involved in the local community, serves on several boards as well as 3 terms on the Roaring Fork School District Board of Education.
hoMEoWnErs assocIaTIon, METro dIsTrIcT & coMMunITy ManagEMEnT
dEEp ExpErIEncE, adVancEd coMMunITy ManagEMEnT sysTEMs & procEssEs
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Integrated MountaIn MANAGEMENT
We offer deep and long standing experience in Community Management supported by technically advanced software that enhances the experience for Homeowners and Boards. This allows instant online access to Owner Accounts, Association Documents, and Covenants Enforcement. This custom online portal also includes real-time tracking of maintenance items and incidents and their resolution.
Homeowners and Board Members:
w Online Monthly Assessment Processing
w Online Access to Governing Documents & Design Guidelines
w Assessment Collections Management & Processes
w Meeting Minutes & Notices
w Automated Maintenance Task Launch & Tracking
w Monthly Financials & Quarterly Performance Metrics
w Annual Financial & Performance Analytics
w Covenant Enforcement Processing
Founder and Executive Vice President, Bob Johnson leads the Community Association Management Division.
Properties People
Tasks Receive Payment
Full Site
Integrated Mountain Management, Inc
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adVancEd propErTy ManagEMEnT Tools & TEchnologyIntegrated Mountain Management offers state-of-the-art real-time tracking software with web and mobile-based applications. Clients may download a smart phone app that tracks various states of progress and financials.
Current rent StatuS
LeaSe StatuS/expirationS
rentaL appLiCation approvaLS
Simple real- time views of your Rent Roll and payment status
MaintenanCe requeStS
MaintenanCe StatuS
Current tenant inforMation
Proprietary mobile technology for task entry and continuous tracking
Real-time status of all open tasks with tracking from time open to resolution
MoBIlE & onlInE capaBIlITIEs
Integrated Mountain Management, Inc
1001 Grand Ave LLC
SMart phone app app ManageMent propertieS finanCiaLS
522 Cooper Ave LLC
1430 Grand Ave LLC
2700 Blake Ave LLC
Access all aspects of the activity, performance and status of your property from Rent Rolls to Payment Status to Active/Resolved Maintenance Tasks to Financial Performance anytime, online or mobile.
Our investment in advanced Property Management and HOA Management systems enhances your experience by allowing Owners, HOA Boards, Homeowners and Tenants to simply access what they need, when they need it, and how they would like to access it.
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Integrated MountaIn MANAGEMENT
Online and mobile access of all tenant data including payments and history, with epay
Online access to leases, specific lease terms and durations
Active online process for rental applications, background checks and credit histories
dETaIlEd oWnEr & TEnanT onBoardIng procEss
We have created a custom Onboarding System to ensure a smooth transfer of property management and initiation of our services.
DetaiLeD CheCkLiStS
CoMMuniCation
tranSfer
aSSeSSMent
Survey
Ensures Smooth Transition Process from Start to Finish
Ongoing Communication Keeping Client Updated
Communication to Tenants When Appropriate to
Inform of Transfer
Detailed Property Assessment and
Maintenance Planning
Survey to Client for Feedback on Process
ESTABLISHMENT Sed ebe gut perspiciatis lorm or
und requomnis ist
REGISTRATION Sed ebe gut perspiciatis lorm or
und requomnis ist
RECRUITMENT Sed ebe gut perspiciatis lorm or
und requomnis ist
ACCOMMODATION Sed ebe gut perspiciatis lorm or
und requomnis ist
CONTRACT Sed ebe gut perspiciatis lorm or
und requomnis ist
2011 2012 2013 2014 2015 Step 1 Step 2 Step 3 Step 4 Step 5
Our Process includes the following steps:
Integrated MountaIn MANAGEMENT
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This Year Prior Year
$
Qtr. 1 Qtr. 2 Qtr. 3 Qtr. 4
$
Rev
enue
, Exp
ense
& In
com
e
In addition to the other services provided for you by Integrated Mountain Financial, we will also provide you with annual metrics on the performance of your property and investment. This includes comparative analytics on occupancy rates, income, cash flows and maintenance and other capital expenses. Our goal is for you to understand how your property is performing and the comparative growth in total value. This will also be part of building each year’s maintenance and capital budget.
Our goal is to ensure we partner in value creation and delivery for every property we manage.
w Comparative Quarterly & Annual Financials, including: • Revenue • Incomew Occupancy Rates & Leasing Effectivenessw Per Square Foot Returns Versus Market w Annual Market Value & Performance Assessment
annual assEssMEnTs & pErForMancE METrIcsFInancIal ManagEMEnT & ValuE METrIcs
Lead by CFO Juliann Gornick and her team of professionals, clients of Integrated Mountain Financial benefit from multiple levels of financial services.
w Scalable Commercial and Residential Property Management Accountingw Real Estate and Fixed Asset Account Analyticsw All-Inclusive Homeowners Association Account and Financial Reporting w Full-Service Payroll and Tax Reportingw Construction and Business Insurance Audit Support
JulIann gornIckFounder/CFO
Since 2001 Juliann and her staff have been offering full-service professional bookkeeping and financial services to a wide range of local businesses. Juliann brings an expertise and understanding of the financial needs of both the individual property owner, as well as larger scale companies.
annual FInancIal pErForMancE
QuarTErly cash FloW
FInancIals
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revenue
IncoMe
MaIntenance exPense
caPItal exPense
Integrated MountaIn FINANCIAL
• Cash Flow • Maintenance & Capital Expense
2008 2009 2010 2011 2012 2013 2014 2015 2016 2017
$155,758.62
JIM gornIckFounder/Broker Associate
As a Glenwood Springs native, Jim offers a unique professional perspective and has
witnessed the many changes in the Valley over the last forty plus years. Providing first-class
service and an entrepreneurial spirit, Jim and Todd Leahy have been integral in the real estate
revitalization of the area in both the residential and commercial markets.
coMplETE propErTy sErVIcEs, coMMErcIal, rEsIdEnTIal & hoa/coMMunITy
Our mountain environment means we embrace all four seasons. To protect and ensure your properties value, security and safety at all times, it is critical to have experienced and responsive maintenance staff, tools and systems. At Integrated Mountain Maintenance, we are dedicated to each and have also invested in advanced maintenance management and tracking technologies to better serve you.
Integrated MountaIn MAINTENANCE
Jon crEEchDirector of Maintenance
A native of Cheyenne Wyoming, Jon has resided in the Roaring Fork Valley for more than 30 years. He brings strong building and construction skills to our Maintenance division having owned his
own construction company since 1998. He has worked in custom home building as well as commercial hotel construction.
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Maintenance staff, tools & technology:
w Dedicated In- House Teams & Equipment
w 24 Hour Contact Phone/Web & Task Initiation
w Online/Mobile Maintenance Task Tracking & Management
w Quarterly & Annual Maintenance/Performance Reportng
w Comprehensive Property Assessment with Client Onboarding
w Annual Maintenance & Capital Budgeting
w Managed Third Party Vendors when Required
MaInTEnancE capaBIlITIEs & TEchnology
At Integrated Mountain Maintenance, our team of professionals spend the majority of their time in the field servicing properties. With that in mind, we have invested time and effort to ensure that our client’s needs are being met. With specialized applications, managers may track numerous jobs at once.
w GPS Tracking of Work Vehicles with Real Time Map Locationsw Tracking Maintenance Tasks with Property Names and Completion Due Datesw Employee Time Sheets with Ability to Clock in and Out at Each Job Locationw Mapping of Who is Working Where and for How Long
gps TrackIng VEhIclE TrackIng propErTy locaTIon
TIME shEETsclock In TIMEWork Tasks Who’s WorkIng
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MEET our TEaMWe at Integrated Mountain Group offer decades of experience and expertise in Commercial and Residential Real Estate Sales, Homeowners Association and Property Management, Property Maintenance as well as Financial Services.
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scoTT kEyChief Executive Officer
zach MErckChief Operations Officer
Todd lEahyFounder/Managing Broker
scoTT dIllardFounder/Broker Associate
BoB JohnsonFounder/Executive Vice President
JulIann gornIckFounder/Chief Financial Officer
JIM gornIckFounder/Broker Associate
MIkE hEnryCommercial & Residential
Broker Associate
sTEVEn MachadoBroker Associate
krIsTInE lEahyBroker Associate
JulEs kIngBroker Associate
paula kEllaWayOffice Manager/Broker Associate
MaTThEW ruBsaMEnBroker Associate
kEEly doylE-TuTTlEAssistant Property Manager/
Broker Associate
chrIs roMMEBroker Associate
MIsTy BrIscoE-garcIaBroker Associate
laura kuhlBroker Associate
Integrated MountaIn GROUpsuzannE hEnry
Property Management DirectorcrysTal JonEs
Senior Property Manager
Jon crEEch Director of Maintenance
daVId slackSenior Property Manager
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ElEVaTE your BusInEss WIThInTEgraTEd MounTaIn group
contact us:
970.945.76531001 Grand Avenue, Suite 201 | Glenwood Springs, CO 81601
www.integratedmountaingroup.com