Brochure

Transcription

Brochure

TABLE OF CONTENTS
KW PROPERTY MANAGEMENT & CONSULTING
About Us .................................................................................................
High-Rises ...............................................................................................
Garden Style Communities & Single Family Homes ...................................
Multi-Family Properties ...........................................................................
Commercial ............................................................................................
Real Estate Owned ..................................................................................
Consulting Services ...................................................................................
Real Estate Services .................................................................................
Receivership ............................................................................................
Self-Management ....................................................................................
Maintenance & Operations ......................................................................
Accounting ..............................................................................................
Hospitality & Customer Service ................................................................
Technology ..............................................................................................
Independence .........................................................................................
Education & Training ...............................................................................
Awards & Recognitions ............................................................................
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LEADERSHIP
Management Team Profiles
Managing Director: Robert White ............................................................
Managing Director: Paul Kaplan ..............................................................
Executive Director of Commercial & Consulting Division: Katalina Cruz .....
Executive Director of Association Finance & Technology: Trycia Arencibia ..
Executive Director: Sandra Bennett .........................................................
Executive Director: Regan Marock ...........................................................
Executive Director of Association Finance: Roxana Dorigo ........................
Chief Operating Officer: Grant Horwitz ....................................................
Executive Director: Andy Ashwal .............................................................
Executive Director: Damien Stein ............................................................
Director of Litigation Support & Fiduciary Services: Kolman Kenigsberg ....
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“A professional and independent
approach to management”
WHO WE ARE
KW PROPERTY MANAGEMENT & CONSULTING is a fullservice property management company founded by Paul
Kaplan and Robert White in 2004. From new construction to
existing properties and entities, they serve high-rise, gardenstyle, homeowner associations, rental and commercial
properties, as well as execute work for U.S. courts and several
of the nation’s largest lending institutions and local banks on
REO assets and receiverships – covering the entire spectrum
of property management. Today, the company is one of the
largest management providers in Florida with additional
client portfolios along the U.S. East Coast and the Bahamas.
Servicing a portfolio of over 40,000 units with a staff of more
than 650 employees, this company exceeds the standards of
everyday property management by mastering the approach
to exceptional hospitality, customer service, maintenance
and accounting. The distinction of each owner and property
is always recognized, and services are tailored to fit the needs
of each one.
MISSION
To provide the highest quality property management
services including exceptional accounting, knowledgebased maintenance and dedication to superior customer
service and hospitality.
From the smallest landscaping detail to the
largest maintenance emergency, you can rest
assured that our staff and those with whom we
contract will respond immediately, professionally
and courteously to the needs of clients and residents
alike. We offer a comprehensive range of services
for all types of properties.
-Robert White, Managing Director
COMMITMENT TO CLIENTS
KW PROPERTY MANAGEMENT & CONSULTING has the
utmost confidence in the quality of their services, thus feeling
comfortable enough to make their contracts cancellable with
or without cause. The company has evolved into an industry
leader as a result of the high caliber of the individuals they
employ and their unmatched ability to oversee the day to day
management of properties. KW PROPERTY MANAGEMENT &
CONSULTING has an unwavering stance to remain financially
independent from all vendors as it relates to ownership and
commission structures. They also maintain a zero-tolerance
policy to kickbacks with their employees. Due to their
abundant industry knowledge and internal controls, they are
able to make decisions that are in the best financial interest
of the properties they manage.
LOCATIONS
Corporate Headquarters - Miami, FL
SW FL Office - Bonita Springs, FL
Tampa Office - Clearwater, FL
Orlando Office - Orlando, FL
New York Office - Manhattan, NY
Bahamas Office - Bimini Bay, BH
Ft. Lauderdale Office - Ft. Lauderdale, FL
THE PILLARS OF A SUCCESSFUL
MANAGEMENT EXPERIENCE
MAINTENANCE & OPERATIONS
ACCOUNTING
HOSPITALITY & CUSTOMER SERVICE
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HIGH-RISES
Garden-Style Communities & Single Family Homes
KW PROPERTY MANAGEMENT & CONSULTING is one of the largest high-rise property management providers in Florida
KW PROPERTY MANAGEMENT & CONSULTING’s extensive experience with garden-style communities and single family
and the U.S. East Coast. Their extensive experience with high-rises makes them most knowledgeable in the details
homes makes them most knowledgeable in the necessary details, including customized approaches to customer
specific to these types of properties, including customized approaches to hospitality, customer service, maintenance
service, hospitality, maintenance and accounting – making them one of the largest property management providers
and accounting.
in the U.S. East Coast and the Bahamas.
From newly built to existing high-rises, KW PROPERTY MANAGEMENT & CONSULTING tailors their maintenance and operational
plans according to the diversity of each property. This commanding level of attention assures that each building is aesthetically
pleasing and properly maintained.
As part of the company’s management package, customer service and hospitality training for its employees is a vital
educational piece that helps provide a genuine experience. Third party firms have assisted KW PROPERTY MANAGEMENT
& CONSULTING in creating its hospitality program for the purpose of training their team members to provide five-star
hospitality and customer service.
MAINTENANCE & AESTHETICS
From the smallest landscaping detail to the most hazardous life-safety issue, KW PROPERTY MANAGEMENT & CONSULTING tailors
their maintenance and operational plans according to the diversity of each property – ranging from the smallest developments
up to master planned communities containing thousands of residences. This commanding level of attention assures that
the property is aesthetically pleasing and properly maintained.
As part of the company’s management package, customer service and hospitality training for its employees is a vital educational
piece that helps provide a genuine experience. A third party firm assists in the training for all employees – from the on-site
personnel all the way to the executive team.
ACCOUNTING
Understanding the uniqueness of high-rise towers with
high annual budgets, KW PROPERTY MANAGEMENT
& CONSULTING handles the most complex and diverse
properties, with some exceeding annual budgets of 5 million
dollars. The eight CPAs along with the proficient corporate
accounting staff make this possible.
QUALIFIED PROFESSIONALS
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KW PROPERTY MANAGEMENT & CONSULTING staffs
each property with employees that share educational and
professional experience. Training is provided internally to
all team members through the University of KW, creating a
homegrown service that promotes from within. Additionally,
all team members are encouraged and in some cases required
to further their education through organizations such as the
Community Association Institute (CAI), raising the bar above
the industry standards.
ACCOUNTING
KW PROPERTY MANAGEMENT & CONSULTING started its company managing a garden-style
community and since then has accumulated one of the largest portfolios of garden-style
communities and single family homes across the U.S. East Coast and the Bahamas. To
maintain this level of successful management, the company has become an expert in
the accounting of these types of properties, ranging from single-entity association
communities to multi-association master planned communities. The eight CPAs
along with the proficient corporate accounting staff make this possible.
QUALIFIED PROFESSIONALS
KW PROPERTY MANAGEMENT & CONSULTING staffs each property with employees
that have educational and professional experience. Training is provided internally
to all team members through the University of KW, creating a homegrown service
that promotes from within. Additionally, all team members are encouraged and in
some cases required to further their education through organizations such as the
Community Association Institute (CAI), raising the bar above the industry standards.
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Multi-Family Properties
COMMERCIAL
KW PROPERTY MANAGEMENT & CONSULTING manages assets with the ultimate goal of maintaining or developing
KW PROPERTY MANAGEMENT & CONSULTING offers an integrated approach to every aspect of commercial real estate
them into institutional-grade quality. Being involved with all different types of real estate management, the company
management, overseeing prime commercial space. The company takes pride in their ability to serve the diverse needs
brings a team of seasoned professionals with extensive backgrounds and exceptional experience. Each action plan
and opportunities that exist for industrial, office and retail clients. They are dedicated to enhancing property value
is tailored to accomplish each client’s expectations of having performing assets. Currently, the company has a large
through a comprehensive management plan that includes a keen approach to operations and building enhancements.
portfolio consisting of multiple types of rental properties.
Services
• Tenant Placement
• Credit and Criminal Screening
• Accounting
• Collections and Evictions
• Weekly Status Reports
• Market Studies
• Unit Rehab Coordination
• Maintenance Services
• Administrative
• Creative Marketing
• Staffing
• Vendor Relations
ATTENTION TO DETAIL
KW PROPERTY MANAGEMENT & CONSULTING strives to maintain properties that are harmonious with the help of attention to
detail every step of the way. Aside from premier customer service, they believe in the importance of staff presentation along
with timely resolution of issues or concerns that tenants may have.
SHOPPING CENTERS &
OFFICE BUILDINGS
From retail strip centers to high-rise office buildings,
KW PROPERTY MANAGEMENT & CONSULTING acts as a
partner to both asset owners and tenants. The company
seeks to manage the property and position it to successfully
compete in the marketplace, developing strategies to
carefully manage the tenant mix of the asset. Future tenants
are pre-qualified to ensure they are credit-worthy merchants
that match the demographics.
Services
• Asset Management
• Project Management
• Portfolio Strategies
• Competitive Analysis
• Development Advisory Services
• Research and Consulting
• Property Repositioning
• Merchandising Strategies
• Construction Management
• Consumer Marketing Strategies
• Due Diligence
• Valuation and Transaction Advisory
• Collections
• Tenant Improvement Oversights
• Acquisition and Disposition Valuation
• Expense Analysis
Areas of Expertise
• Office Leasing
• Retail Center Management
• Office Building Management
• Retail Leasing
• Maintenance
• Vendor Management
• Accounting Services
• Space Planning
• Industrial Management
• Medical Office Building Management
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Real Estate owned
Consulting services
With the goal of preserving the highest value of their real estate investments, KW PROPERTY MANAGEMENT &
KW PROPERTY MANAGEMENT & CONSULTING adjusts their services to cater to their clients’ needs and specifications.
CONSULTING offers management and maintenance services to several of the nation’s largest lending institutions
With a reputation for superior financial service and responsiveness, the seasoned team with eight CPAs on staff serves
and local banks. Their in-house team takes the stress out of owning real estate investment properties, having the
as consultants. Bank reconciliations, draws, loan and investment reconciliations, budgeting and financial review can
experience of performing REO services for lending institutions and local banks. The professional team includes
all be handled on an advisory basis.
Certified Public Accountants, licensed Property Managers and licensed Real Estate Brokers.
With a substantial back office support, the company utilizes their staff for specific functions, saving clients money and
Services
• Property Management
• Property Marketing
• Broker Price Opinions (BPO)
• Status Reports
• Billing and Accounting
• Rent Collection
• Leasing and Sales
• Portfolio Valuation
FINANCIALS
providing great quality service.
Services
• Software for Accounts Payable Transactions
• Secure Network for Data Files
• Invoice Review
• Monthly Bank Reconciliations
• Draw Packages
• Handle Escrow Account
• Monitor Closing Process
• Log and Organize all Incoming Closing Data
• Review Property Tax Calculations and Allocation
• Review Converter Reserve and Working
Capital Allocation
KW PROPERTY MANAGEMENT & CONSULTING is staffed with a full accounting department consisting of eight knowledgeable
CPAs that review the monthly financials to ensure accuracy and catch potential inconsistencies. Their strong emphasis on
financials guides the team in avoiding many of the costly obstacles and setbacks that affect the industry.
DUE DILIGENCE
KW PROPERTY MANAGEMENT & CONSULTING can assist with all aspects of REO asset diligence including budgeting, lease
analysis, capital expenditure analysis, unit condition analysis, market study and financial projections.
ASSET MANAGEMENT
All asset management functions for lending institutions that gain control of the assets are offered under KW PROPERTY
MANAGEMENT & CONSULTING. These functions include managing the leasing operations and the association management in
the case of a fragmented asset. The team has extensive experience in all classes of asset management including multi-family,
office space and retail space.
RENOVATION
KW PROPERTY MANAGEMENT & CONSULTING has experience with overseeing large renovation projects for both the exterior
and interior of the properties. The company offers customized, quality financial planning for all aspects.
COORDINATING THE DISPOSITION PROCESS
• Monitor and Manage Budget
• Coordinate and Facilitate Preparation of Tax Returns
• Track, Organize and Prepare Correspondence with
Subcontractors and Policies
• Market Studies
• Due Diligence
• Real Estate Services
Retail
Executive Office
• Accounting Services
Pro Forma
Budget
Prepare Monthly Reporting Package
for Management
The company has extensive experience in coordinating and facilitating the ultimate disposition of the property, offering a fullservice approach to the process. They can also provide customized reports for potential buyers based upon their requests,
promoting abundant communication with clients. Owners are kept up to date on important details with monthly Financial and
Management Reports.
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REAL ESTATE SERVICES
RECEIVERSHIP
KWPM REAL ESTATE SERVICES offers exceptional services assisting buyers and sellers achieve goals related to real
KW PROPERTY MANAGEMENT & CONSULTING consists of a strong team of professionals versed in fiduciary responsibility.
estate transactions. The staff and sales associates have experience with rentals, sales and foreclosures for all types of
Expert accountants not only service condominium associations, residential properties and commercial properties, but
properties – offering on-site presence in the properties they manage.
are also appointed as receivers to oversee the successful execution of turning around a property or a business and
stabilizing the income of the entity.
Quality assurance is delivered by having real estate agents available to buyers to personally show units instead of
using lock boxes. If a managed property does not have a location for an on-site real estate office, services may be
KW PROPERTY MANAGEMENT & CONSULTING takes pride in understanding the Receivership process, focusing their
provided from a nearby office.
efforts on taking rapid control of the entity, preserving it and maintaining the flow of income. Well-established
checklists and controls are used to ensure that all steps are taken in order to make sure the receiver complies with
the court order. In addition, managers are trained to remain mindful of the ultimate goal of stabilizing the asset
throughout the entire takeover process.
WHY RECEIVERSHIP?
EXPERT KNOWLEDGE
Services
KWPM REAL ESTATE SERVICES provides clients
• Comparative Market Analysis (CMA)
with rental and sales market analysis for their
• Broker Opinion of Value (BOV)
desired area. The data they collect along with
• Broker Price Opinion (BPO)
their expert negotiation approach enables them to
• Buyer Representation
receive a high level of service for the properties. The
company works to maintain properties and remove
• Seller Representation
liens in compliance with respected municipalities. KWPM
• Landlord Representation
REAL ESTATE SERVICES goes above and beyond to offer all
• Tenant Representation
real estate options by not only using its client base to locate
• On-Site New Development Sales /
properties and units, but by doing the leg work, shopping
Leasing Team Staffing
neighboring properties and collecting information via on-site
• Market Studies
visits.
• Due Diligence
TAKING CHARGE
• Marketing
Second homeowners can count on KWPM REAL ESTATE SERVICES to
• Property Management and Accounting
facilitate communication and transactions with renters. Their services
also include assisting private investors find and manage properties, as well
as collecting rent. Often times when a bank takes possession of a property,
they hire KWPM REAL ESTATE SERVICES to help maintain and manage the
asset. The management company will purchase the property after caring for
and becoming familiar with it. They actively restore distressed properties with
the goal of selling them at a highly increased value.
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A receiver is a skilled turnaround consultant that is responsible, as a trustee, for all of the receivership assets. The receiver’s
goal is to maximize returns from these assets, either through a going-concern sale or liquidation. Initially, a receiver’s actions
are concentrated on the possession, protection and preservation of the assets.
Successful Receivership Qualities
• Efficiency in the takeover of any entity
• Capability of taking possession of any type of entity
• Strong accounting expertise
• Accurate accounting and receiver reports
• Strong infrastructure
• Depth of team involvement
• Knowledge of the real estate industry
and operation of businesses
Essential Steps for Receivers
• Signing the receiver’s oath and placing the receiver’s bond.
• Identifying and taking possession of all assets.
• Communicating with employees, suppliers, creditors,
unions and other stakeholders. Full and clear
communication is a vital link to a successful outcome.
• Moving expeditiously in the possession process to
avoid any loss and potential negligence.
• Reviewing outstanding obligations and contracts of
the receivership estate for acceptance.
• Completing an inventory of the assets, including
accurate descriptions, serial numbers, etc. This
step also includes obtaining independent
valuation(s) of the assets on an appropriate basis.
• Opening new bank account(s), setting up and
maintaining new accounting records.
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SELF - MANAGEMENT
KW PROPERTY MANAGEMENT & CONSULTING initiates a no-obligation analysis developed specifically for each
Maintenance and Operations is one of the most important pillars for KW PROPERTY MANAGEMENT & CONSULTING,
community based on a thorough understanding of its financial needs, equipment/common elements, age, and
as a variety of maintenance procedures is necessary for all properties. Because of the diversity of age within the
governance (HOA/Condo/Co-Op). They offer clients:
properties managed, the specific knowledge behind this team of professionals demonstrates their ability to meet
• Answers, attention and advice – consistent communication is the cornerstone of any relationship.
the needs of over 40,000 units across the U.S. East Coast and the Bahamas. As an example, the company has assisted
• Seasoned industry experts who have an extensive knowledge base on the nuances of all aspects of association management.
many clients through their 40 Year Recertification process and performed major concrete restoration projects.
It is important to respect a client’s decision to do what they think is best for their property – understanding that certain
clients will decide to handle management functions without a professional management company. As a result, KW PROPERTY
MANAGEMENT & CONSULTING offers the option to use their professional accounting services, having the accountants and eight
CPAs on staff make a highly beneficial contribution to the client. They take care of the financial details in order for clients to feel
comfortable that they are receiving quality and independent financial statements.
Layers of Oversight
A guide to following proper procedures and protocols is provided to clients, helping them fill the dual roles of governance
and management. KW PROPERTY MANAGEMENT & CONSULTING assists with vital components to management in a menu
approach, such as:
• Employee Training
• Payroll Management
• Human Resources
• Policy and Procedure Consulting
• Vendor Contract Analysis
• Preventative Maintenance Plans
• Action Plans
• Use of Proprietary Technology
• Training and Oversight of Hospitality Programs
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Services
• Building Inspections
• Regular Site Visits by Regional and District
Managers, Upper Management and Partners
• Maintenance
• Preventative Maintenance
• Janitorial Services
• Front Desk/On-Site Management
• After Hours Line
• Warranty/Contract Tracking and Management
• Resident Relations
• Emergency Procedures and Natural Disaster Plans
• Value Optimization
• Vendor Contract Management
• Budget Analysis and Planning
• Monthly Management Reports
• Precise Job Descriptions
• Strategic Action Plan Timeline
• 40 Year Recertification Process
• Major Project Oversight
• Uniform Record Keeping
• Property Equipment Maintenance Logs
THE DETAILS THAT MATTER
KW PROPERTY MANAGEMENT & CONSULTING believes
that the quality of service matches their employees’
level of performance. Various procedures and tools are
utilized to ensure that services are being provided in
accordance to high expectations. To monitor the progress
of the on-site staff, an accountability reference and
legacy roadmap is always followed. The company sets
priorities to build successful action plans, job descriptions,
curb appeal checklists and maintenance plans, just to
name a few. The operational team provides support to
the on-site staff and is available to them at all times.
VALUE OPTIMIZATION
KW PROPERTY MANAGEMENT & CONSULTING provides a
value optimization initiative to benefit their clients’ dollars
spent along with the services provided to them. Property by
property, each portfolio’s budget is constantly reviewed to
target ways to lower costs of certain contracts or occasionally
expanding services for the equivalent cost.
LAYERS OF SUPPORT
• On-Site Staff
• District Manager
• Regional Manager
• C.O.O.
• Executive Directors
• Managing Partners
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ACCOUNTING
KW PROPERTY MANAGEMENT & CONSULTING has eight in-house Certified Public Accountants (CPAs) who provide complete
The hospitality culture at KW PROPERTY MANAGEMENT & CONSULTING is part of each and every community. Developed
financial services which complement the management program. The accountants have experience as auditors with firms
with the assistance of world renowned experts in the field, they have created the foundation where superior customer
such as Ernst & Young, Arthur Andersen, KPMG Peat Marwick, Berkowitz Dick Pollack and Brant, PricewaterhouseCoopers,
service and hospitality is provided at the highest quality. They provide an environment where friendliness, openness,
just to name a few. The strength and competence of this management team consistently sets them apart from the rest,
and generous receptions are standard. Training is provided to all team members – from the on-site personnel all the
working with some of the most established associations, developers and financial institutions along the U.S. East Coast
way to the executive staff. The company also works closely to ensure that all services provided on the properties, such
and the Bahamas.
as valet and security, meet the needs of their clients.
The company takes pride in the department’s ability to manage some of the largest and most complex clients in the
industry. Accurate financial statements are an imperative part of a client’s ability to effectively make the appropriate
decisions in the best interest of their property.
A GREAT Team Delivering GREAT Service!
Areas of Expertise
• Accounts Payable
• Accounts Receivable
• Collections
• Financial Reporting
• Attorney Relations
• Monthly Financial Reports
• Multiple Payment Options
• Budgeting
Each property is assigned a designated representative for each accounting function.
The highly qualified team is extensively prepared on all aspects of service with a strong
emphasis on fiscal responsibility. Multiple layers of analysis provide the final checkpoint
to all financial statements.
• Tailored Financial Reporting
ATTENTION TO DETAIL
KW PROPERTY MANAGEMENT & CONSULTING strives to create communities that are harmonious with the help of attention
to detail. Realizing that different types of properties have different needs, one thing stays consistent: the attention to a high
caliber of customer service. Residents’ standards of expectations are raised as the staff presents a pleasant and comfortable
environment, starting with a simple smile accompanied by a warm greeting. The company’s enthusiastic team members hold
themselves accountable in personalizing their interactions with the clients and following up to ensure that client expectations
have been exceeded.
KW PROPERTY MANAGEMENT & CONSULTING provides
financial services to diverse entities, including but not limited to:
•
•
•
•
•
Unit Owner-Controlled Associations
Developer-Controlled Assets
Co-Ops
Mixed-Use Projects
Receivership
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•
•
•
•
•
Multi-Family
Commercial
Consulting
REO
Receivership
You need hospitality for true luxury – but you
don’t need luxury to provide true hospitality.
-Sandra Bennett, Executive Director
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TECHNOLOGY
INDEPENDENCE
Technology is one of the keys in providing a successful customer service experience. KW Information Center (KWIC) is an
Operations Software conveniently linked to KW PROPERTY MANAGEMENT & CONSULTING’s interactive association website.
KWIC offers two different levels of capabilities, Tier 1 and Tier 2.
A professional and independent approach to management
In today’s marketplace, some of the many growing problems surface when management companies find themselves
not independent from the property when making a decision that financially impacts the association. KW PROPERTY
KWIC FEATURES
TIER 1
TIER 2
KWIC FOR FRONT DESK/SECURITY/ACCESS CONTROL
Digital lobby display with packages, announcements, calendar of events •
Integration to FOB and RFID access control systems •
Incident reports and shift notes • •
Log resident visitors & contractors, manage property keys, membership control •
Parking pass printing •
MANAGEMENT & CONSULTING takes pride in not owning or having any kind of financial affiliation with the companies
used in their vendor network, putting their clients’ best financial interest at hand.
The company also believes that conflicts of interest are avoided by steering clear of any financial affiliations, which
in turn allows on-site staff to be objective during the selection and continuous evaluation of vendors. KW PROPERTY
MANAGEMENT & CONSULTING strives to provide clients with the same competitive pricing and level of service that
other companies claim to provide through third party vendors.
KWIC FOR MANAGERS
Manage calendar, classifieds, phone call logs & facility reservations • •
Manage owners, tenant, vendors, violations & work orders • •
Manage & approve resident parties and guest lists •
Management dashboard with daily counts and tasks • •
Management on the I-Pad/I-Phone & Android • •
Management for vehicles, storage, marinas and docks • •
Inventory control with label printing • •
Preventive maintenance and service requests • •
Automated voice, email, fax, or SMS notifications • •
KWIC FOR RESIDENTS
Announcements, calendar of events, newsletters & classifieds • •
Board dashboard •
Accept credit card payments for FOBs, fees, and other miscellaneous •
Concierge services, local events calendar, request car and luggage assistance, online food
delivery and online store, newsfeeds, local dining •
Create work orders • •
Custom reports •
Discussion forums (moderated) •
Facebook and Twitter integration •
Facilities reservation • •
View account history and violations and pay online • •
I-Pad/I-Phone, Android application for residents •
Media gallery: pictures, videos, audio, flash • •
View packages for your unit •
Pet playground – listing local services • •
Update billing address phone number and user information • •
Visitor management (logs, pre-authorization, etc.) •
Traffic webcams & local traffic conditions • •
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ANTI-KICKBACK & CONFLICT OF INTEREST POLICY
Understanding that there is always an opportunity for corruption when associations run million dollar budgets, KW PROPERTY
MANAGEMENT & CONSULTING provides their team members with the Anti-Kickback and Conflict of Interest Policy, which describes
the consequences if an employee accepts bribes, kickbacks or other illegal payments of any kind from suppliers, vendors, consultants,
contractors, applicants, or any other individual for the purpose of receiving preferential treatment of any kind.
The policy prohibits employees, representatives and contractors from:
• Providing or offering to provide any kickback
• Soliciting, accepting or attempting to accept any kickback
• Including the amount of any kickback in any contract awarded by the company
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EDUCATION & TRAINING
KW PROPERTY MANAGEMENT & CONSULTING goes the extra mile in ensuring increased professionalism through furthered
education so the highest level of service can be rendered to its managed properties. The company actively encourages its
employees to obtain higher designations through external organizations such as Community Association Institute (CAI) and
Building Owners and Managers Association (BOMA).
COMMUNITY ASSOCIATION INSTITUTE (CAI)
KW PROPERTY MANAGEMENT & CONSULTING actively encourages and funds continuing education for employees through the
CAI, a national organization dedicated to developing vibrant, competent and harmonious community associations. To improve
the quality and effectiveness of community management, CAI awards qualified professionals with titles such as Association
Management Specialist® (AMS®) and Professional Community Association Manager® (PCAM®) – proving significant commitment
to the industry.
BUILDING OWNERS AND MANAGERS ASSOCIATION (BOMA)
BOMA International is an international federation of more than 100 local associations and affiliated organizations. Founded in
1907, its 16,500-plus members own or manage more than nine billion square feet of commercial properties. BOMA International’s
mission is to enhance the human, intellectual and physical assets of the commercial real estate industry through advocacy,
education, research, standards and information.
AWARDS & RECOGNITIONS
Miami Today - Best of Miami
Taking Concierge Services to the Next Level
May 31, 2012
South Florida Business Journal
Entrepreneur Award
$10 - $25 Million in Revenue Category
Finalist - 2012
Entrepreneur Award
$10 - $25 Million in Revenue Category
Finalist - 2011
The Florida Communities of
Excellence Award
UNIVERSITY OF KW
University of KW is an internal education facility within KW PROPERTY MANAGEMENT & CONSULTING,
designed to train all employees from the date of hire to complete specific coursework covering the
systems they use and the constantly changing areas that make up property management. Some of
the areas of training that are covered by University of KW include, but are not limited to:
• Legal Updates
• Maintenance
• Insurance
• Evacuation Plans
• Hurricane Preparation
• Accounting/Reporting
• Hospitality
• Proper Methods of Running Meetings
• Methods for Communicating with Clients
• Marketing
• Chemical Handling Procedures
• Security Tips
• HVAC Maintenance
• Construction
• Collections
• Violations
There was a time for us in the beginning when we believed that property management only involved the
oversight of mowing lawns, cleaning pools, providing financial statements and basically maintaining properties.
While those are still important components, the job of property management has become much more complex. We
now find ourselves negotiating contracts, supervising vendors, coordinating collections, and managing budgets
that are usually associated with some of the most prestigious properties in the country. That is a significant
responsibility, and that’s why we encourage our employees to achieve advanced designations.
Brigadoon Condominium,
Neighborhood Watch
Finalist - 2011
The Florida Communities of
Excellence Award
Palm Bay Yacht Club, Family Friendly
Initiatives Category
Winner - 2010
Paul Kaplan
Managing Director
Regan Marock
Executive Director
Greater Miami Chamber of Commerce
Hype Award Finalist - 2012
Kelly Vickers
Business Development Manager
Committee Chair for Vendor and Sponsor
Participation - Hillsborough County Annual
Neighborhood Conference 2011 - 2014
Roxana Dorigo
Executive Director of Association Finance
Board Member of the
Communities in Schools for
Miami-Dade County 2012 - 2013
Sandra Bennett
Executive Director
SE Community Association Institute
Board of Directors 2013 - 2015
Florida Institute of Certified Public Accountants
Common Interest Realty Associations Section:
Resource Council 2003 - 2013
Legislative Team 2004 - 2011
Steering Committee 2005 - 2010
40 under 40 Award - 2012
Estelle Shipp
Manager of the Year
The Florida Communities of Excellence Awards
CAI Southwest Florida - 2012
The Sanctuary at Imperial River
Comeback Kid
Winner 2013
Lee Gouny
Manager of the Year
CAI Southwest Florida - 2013
Daily Business Review
Best of Property Management Firm 2013
-Robert White, Managing Director
20
21
MANAGEMENT TEAM
PROFILES
Robert White CPA, CAM
Paul Kaplan CPA, CAM, MBA
Managing Director
Managing Director
Robert White co-founded KW PROPERTY MANAGEMENT & CONSULTING in 2004 along with Paul Kaplan. Today,
Paul Kaplan co-founded KW PROPERTY MANAGEMENT & CONSULTING in 2004 along with Robert White. Today, the company
the company is one of the largest management providers in Florida with additional client portfolios along the
is one of the largest management providers in Florida with additional client portfolios along the U.S. East Coast and the Bahamas.
U.S. East Coast and the Bahamas.
For years, Paul has performed property management, accounting services and consulting for real estate assets nationwide.
Education
• Master of Science in Taxation – University of Miami
• Bachelor of Business Administration – University of Miami
Professional Affiliations
• American Institute of Certified Public Accountants
• Florida Institute of Certified Public Accountants
Education
• Master of Business Administration – University of Miami
• Bachelor of Business Administration – Tulane University
Community Involvement
• Families for Fragile X – Treasurer
• Friendship Circle – Advisory Committee Member
Robert joined the audit department of Berkowitz Dick
Pollack & Brant in 1994, where he focused on accounting
and auditing services as well as corporate, partnership and
individual taxation. He also worked with clients in real estate,
hedge and real estate funds, construction, manufacturing,
distribution, rental, investment funds, dealerships and SEC
with publicly traded clients. He had extensive work with
mergers and acquisitions, internal control structures and
designs as well as litigation support work.
In 1997, Robert began his career at Campos & Stratis, an
international accounting firm specializing in litigation and
insurance support. Working out of the Miami office, he served
industries including real estate, manufacturing, distribution,
retail and financial services. During his time here, he
performed extensive work relating to business interruption
losses, inventory losses and general insurance claims.
Robert has been a Project Manager on numerous successful real
estate transactions, such as:
Paul began his career in 1997 with Arthur Andersen, an
international accounting and consulting firm. He served
on audit engagements of clients in the real estate, hotel,
automotive retail, software, pharmaceuticals, manufacturing
and equipment rental industries. His responsibilities
included meeting with client internal accounting personnel,
understanding accounting control systems in place,
developing detailed audit plans based on the accounting
systems in place and executing these audit plans.
In November of 2000, Paul joined Berkowitz Dick Pollack & Brant
and served clients in a diversity of industries such as real estate,
restaurant, automotive, manufacturing, equipment rental,
distribution and not-for-profit entities. He also served publicly
traded clients, performing services relating to all of the required
quarterly and annual SEC filings. In 2012, the South Florida
Business Journal placed him in the 40 Under 40 list, which
recognizes outstanding professionals under the age of 40 for
their contributions to their organizations and to the community.
Paul has been a General Partner and Project Manager on
numerous successful real estate transactions, such as:
242 Units Residential Condo
Conversion (Orlando, FL)
Fremont Investment
Conversion (Tampa, FL)
Compass Bank
Compass Bank
Conversion (Naples, FL)
Fremont Investment
Conversion (Estero, FL)
Regions Bank
Conversion (Bonita Springs, FL)
Fremont Investments
Compass Bank
Conversion (Jacksonville, FL)
Ocean Bank
30,000 Sq. Foot Office
Conversion (Coral Gables, FL)
Colonial Bank
Conversion (Jacksonville,FL)
Ocean Bank
Conversion (Coral Gables, FL)
Colonial Bank
Conversion (Miami Lakes, FL)
Colonial Bank
Robert has served as the Receiver on assets such as:
Courtney Park (Lake Worth, FL)
192 Unit failed fragmented
condo conversion
Bank of America
24
Williams Island (Aventura, FL)
316 Unit turned over luxury
high-rise that had a failed
Board of Directors
Paul has served as the Receiver or Monitor on assets such as:
Salamanca Pointe (Lee County)
200 Units residential failed
fragment condo conversion
Ocean Bank
Aliente Gardens (Lee County)
240 Units residential failed
condo conversion
Ocean Bank
River Reach, LLC (Lee County)
19 Luxury waterfront homes
Bougainvillea Center, LLC
(Collier County)
Failed commercial strip center
Colonial Bank
Arfer Investment Group, Inc.
(Dade County) Partially
constructed 5-acre estates home
Trans-Atlantic Bank
Bella Casa, LLC (Lee County)
Residential failed fragmented
condo
Bank of Florida
Omnicorp Enterprises, Inc.
(Collier County) Partially
constructed waterfront home
Trans-Atlantic Bank
SkyLake 1380 (Dade County)
Failed commercial office
building
BB&T Bank
Sorin Jiva (Broward County)
56 Unit residential rental rehab
facility
Gibraltar Bank
Bank of America
25
Katalina Cruz CPA, MBA
Executive Director of Commercial & Consulting Division
Trycia Arencibia CPA, CAM, MSA
Executive Director of Association Finance & Technology
Katalina Cruz joined the KW PROPERTY MANAGEMENT & CONSULTING team in 2004 as head of the Consulting Division,
Trycia Arencibia joined the KW PROPERTY MANAGEMENT & CONSULTING team in 2005, leading the financial aspects
providing quality accounting services to all clients including commercial properties, office buildings, multi-family
of the Property Management Division. Her role plays an integral part in the implementation of the policies and
communities and fragmented communities.
procedures which ensure that the risk of misappropriation of assets is kept at a minimum for all clients. She currently
supervises the accounting departments in the corporate office, which encompass approximately 60 staff members
within four departments.
Katalina has been an integral part in overseeing consulting
She began her professional career at Arthur Andersen in 1998,
Trycia began her professional career in 1999 in the auditing
members to ensure that clients understand how to read the
engagements from the beginning of a project through
where she performed audit services to publicly traded clients
department of Berkowitz Dick Pollack & Brant, a large local
financial reports provided. By customizing reports as required
completion. One of her strengths is implementing the
in a wide range of industries such as generic pharmaceutical,
accounting firm. During her tenure, Trycia gained experience
by the board members, she also ensures that each client’s
infrastructure necessary to make sure each project runs
manufacturing, fuel products, retail and financial services.
in accounting and auditing services, as well as corporate,
expectations and needs from a financial perspective are met.
efficiently and effectively. She has also served as a consultant
Katalina went on to join Ernst & Young, LLP in 2002. During
partnership and individual taxation and litigation services.
Trycia has played an integral part in the implementation of the
for both operations and accounting on various receivership
her tenure there, she continued developing her knowledge in
engagements. Katalina has worked closely with a number of
other industries such as real estate and governmental audits.
software currently in use by KW PROPERTY MANAGEMENT
One of Trycia’s major roles is to continuously deliver quality
& CONSULTING, which provides accurate and real time
financial institutions to ascertain that the value of foreclosed
and timely financial reporting on a monthly basis. Her other
accounting information to clients.
properties does not diminish.
responsibilities include meeting with committee board
Education
• Master of Business Administration
Florida International University
• Bachelor’s Degree in Accounting
26
Education
• Master’s Degree in Accounting
27
Sandra Bennett CPA, CAM
Regan Marock CAM Executive Director
Executive Director
Sandra Bennett joined the KW PROPERTY MANAGEMENT & CONSULTING team in 2012 as an Executive Director.
Regan Marock joined the KW PROPERTY MANAGEMENT & CONSULTING team in 2006. Since then, he has been intimately
She has been a Certified Public Accountant in the state of Florida for more than 27 years, and worked for
involved with the acquiring of new management contracts and the residential portfolio growth from 10,000 units to
PricewaterhouseCoopers before joining the firm Bennett & Bennett CPAs.
approximately 40,000 units. He is currently the partner who oversees the development for Ft. Lauderdale and Palm
Beach, increasing the company’s growth platform and allowing for a smoother transition into new markets.
Sandra was the accounting and audit partner at Bennett
She was responsible for many accounting services, including
Regan is a licensed CAM as well as a licensed realtor. While
In January 2011, he was made an equity partner at the age
& Bennett CPAs. Her accounting practice consisted of
compilations, reviews and audits of financial statements and
attending the University of Florida, he was actively involved
of twenty six. Recently, Regan was nominated for the 2012
several local and national developers, as well as numerous
preparation of tax returns for both developer controlled and
in all aspects of Real Estate such as the acquisition and
Greater Miami Chamber of Commerce HYPE Awards where
homeowners and condominium associations including
owner controlled board of directors. She has also provided
management of residential assets. Additionally, Regan
he was a finalist in the Go-Getter Award category.
single condominiums, converted condominiums, phase
consulting services for various attorneys, developers and
has substantial involvement with the maintenance of
condominiums and multi-condominiums.
associations.
the relationships with the third party vendors within the
company’s network.
Education
• Bachelor of Business Administration in Accounting
28
Common Interest Realty Association (CIRA) Section
- Section Steering Committee
- Conference Planning Committee
- Resource Council
• A merican Woman’s Society of Certified
Public Accountants
• C ommunity Associations Institute
• F lorida Atlantic Building Association
Education
• Bachelor of Science in Business Administration-Finance
University of Florida
• Leukemia and Lymphoma Society
• Jewish Federation of Broward County
29
Roxana Dorigo CPA, CAM Executive Director of Association Finance
Grant Horwitz CAM, MBA Chief Operating Officer
Roxana Dorigo joined the KW PROPERTY MANAGEMENT & CONSULTING team in 2008, and is now the Executive
Grant Horwitz joined the KW PROPERTY MANAGEMENT & CONSULTING team in 2011 as Chief Operating Officer. Part
Director of Association Finance for the Community Association Management Division. She oversees all the accounting
of his role is to oversee the daily operations of the firm’s Community Association Management Division which includes
departments that account for and report on the financial information of over 150 condominium and homeowner
approximately 600 people. He is also responsible for the Commercial Division which consists of office, residential,
associations. Roxana is an equity partner, and is also involved in the Community Service Committee formed by the
retail and industrial property management. Grant is the primary liaison for many of the firm’s institutional investor
company to support organizations that assist the needy in the communities they serve.
groups and spearheads new property implementation and financing opportunities.
In 1996, Roxana began her professional career in the auditing
Roxana continued her career as Controller for BR-111
His real estate background includes the acquisition, finance and
Prior to Merchandising Associates, he was Vice President
department of KPMG LLP, where she provided audit services
Imports & Exports, Inc. and Caribbean Financial Group, Inc.
management of commercial and residential real estate, as well as
at TG Capital, a Miami-based private equity firm, and also
for financial, government and not-for-profit institutions. She
before finally joining the KW PROPERTY MANAGEMENT &
the repositioning and redevelopment of hotels, condominiums,
Senior Investment Analyst for Stiles Capital Partners, a Ft.
joined Shula’s Steak Houses, LP in 2002 as the controller and
CONSULTING team in 2008.
office buildings and shopping centers. Over the course of
Lauderdale-based private real estate fund. Earlier experience
was with the company during their progression from 18 to
his career, he has acquired and managed over $1.1 billion of
includes positions at Morgan Stanley and Salomon Smith
26 franchises within the United States, growing to over $80
real estate throughout the United States. Grant Horwitz was
Barney in New York.
million in sales.
previously Vice President of Merchandising Associates, a Miami-
based hospitality consulting firm responsible for overseeing
project management and corporate strategic planning.
Education
• Master of Science in Taxation
University of Miami
University of Miami
30
Education
• Master of Business Administration in Real Estate and Finance
• Bachelor of Science in Finance
31
Andy Ashwal MS Executive Director
Damien Stein ESQ Executive Director
Andy Ashwal joined the KW PROPERTY MANAGEMENT & CONSULTING team in 2012. He is the Executive Director for
Damien Stein joined the KW PROPERTY MANAGEMENT & CONSULTING team in 2012. He is the Executive Director for
the firm’s New York regional office, where he has applied the knowledge and experience garnered in the residential
the firm’s New York regional office, where he oversees the company’s commercial, retail and rental clients in the New
and commercial real estate development market to facilitate and manage the firm’s expansion into the New York City
York City metropolitan area.
metropolitan area.
Prior to joining the KW PROPERTY MANAGEMENT &
Additionally, he managed the completion of 20 Pine Street, a
Damien began his career as an Associate at Cadwalader,
His responsibilities included representing the sponsor on
CONSULTING team, Andy served as the Director of
408-unit luxury residential condominium. During this process
Wickersham and Taft, LLP and for Citigroup Private Bank. In
condominium boards, supporting the executive committee in
Operations at LCI, a boutique construction management
he was responsible for all aspects of the development process
this capacity, he developed technical skills as well as analytical
refinancing and restricting efforts, evaluating the disposition
and owner’s representative firm focused on municipal and
including due diligence, pre-construction, construction, lease
skills relating to real estate, structured finance and portfolio
of assets and supervising property managers as well as
residential construction. Andy’s experience also includes his
negotiation, turnover, property management and disposition.
management.
negotiating with tenants, outside vendors and service
providers.
tenure as a Senior Developer for the international real estate
development company Africa Israel’s US office (AFI USA).
Andy was also an assistant construction manager at
Most recently, Damien led Africa Israel, USA’s Asset
While with AFI USA, Andy was responsible for overseeing the
Atrimus Construction, where he completed the excavation,
Management Division where he managed a portfolio of
redevelopment of the former New York Times headquarters,
foundation and base superstructure for 5th on the Park. Andy
residential and commercial assets throughout New York City,
including the construction of a seventy-four lane bowling
is a graduate of General Electric’s prestigious Information
Miami, Phoenix, Las Vegas, Los Angeles and San Francisco.
alley, a museum caliber exhibition space and AFI USA’s
Management Leadership Program.
He personally oversaw 1.5 million square feet of leased
corporate offices.
Education
• Master’s Degree in Construction Executive Management
New York University’s Schack Institute of Real Estate
• Bachelor of Science in Operations and Quality Management
University of Maryland
32
commercial and retail space.
Philanthropy
• Jewish National Fund - New York City Board of Directors
• Council of Young Jewish Presidents – Co-Chair
Education
• Juris Doctorate
Benjamin N. Cardozo School of Law
• Bachelor of Science in Finance
New York University
• New York State Bar Association
33
Kolman Kenigsberg CA, CFE Director of Litigation Support & Fiduciary Services
Kolman Kenigsberg joined the KW PROPERTY MANAGEMENT & CONSULTING team in 2010 as the Director of Litigation
Support and Fiduciary Services for the Consulting Division. Before then, Kolman worked for a leading national forensic
accounting and litigation support firm, providing operational reviews and consulting as well as litigation support
engagements. His clients included The Miccosukee Tribe of Indians of Florida as well as other tribes in Michigan,
California and Washington State; GE Capital; Capital One; United Teachers of Dade County; and the Financial Services
Department of The British Virgin Islands. Kolman supervised various litigation support engagements and served as a
forensic accountant and expert witness in matters dealing with business disputes and valuation, divorce settlements,
fraud investigation and reconstruction of accounting records.
He became a Chartered Accountant at McGill University
Kolman has provided forensic and consulting services to
in Montreal, Canada in 1973, and was shortly recruited by
several federal and state agencies including the Federal
Price Waterhouse & Company. From 1975 to 1992, Kolman
Trade Commission, Security Exchange Commission, Florida
was hired as Chief Executive Officer of Datam Corporation,
Department of Insurance, Florida Attorney General’s Office,
a restaurant management company where he directed and
U.S. Attorney’s Office and Florida Division of Financial
controlled Canadian and American financial operations. In
Services.
1993, Kolman joined Arthur Andersen as a Senior Consultant
in the Corporate Recovery and Litigation Support Service
Division.
Education
• Advanced Continuing Education Certificate in Accounting
Mcgill University
• Bachelor of Commerce
Sir George Williams University
• Canadian Institute of Chartered Accountants
• Association of Certified Fraud Examiners
• National Association of Certified Valuation Analysts
• Turnaround Management Association
• Bankruptcy Bar Association of Southern
District of Florida
34
Receiverships
• Conch Key Cottages – Initially appointed Receiver
and then appointed Custodian in the Bankruptcy Court
Capital Bank
• Various receiverships including commercial property and
shopping centers
JGB Bank
• Numerous property receiverships in 12 Florida Counties
Bayview Financial Group
• Monitor for condo conversion property
Bank United
• Monitor for international electronics corporation
Bank of America
Setting the standard for
Luxury Living

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