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ELEVATING CUSTOMER SUCCESS Properties | Management | Financial | Maintenance

CO Real Estate and Business Services | Integrated Mountain … · 2018. 1. 11. · business and property professionals who are passionate about our beautiful mountain communities

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Page 1: CO Real Estate and Business Services | Integrated Mountain … · 2018. 1. 11. · business and property professionals who are passionate about our beautiful mountain communities

ELEVATING CUSTOMER SUCCESS

Properties | Management | Financial | Maintenance

Page 2: CO Real Estate and Business Services | Integrated Mountain … · 2018. 1. 11. · business and property professionals who are passionate about our beautiful mountain communities

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

1Integrated MountaIn GROUp

Page 3: CO Real Estate and Business Services | Integrated Mountain … · 2018. 1. 11. · business and property professionals who are passionate about our beautiful mountain communities

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

3Integrated MountaIn pROpERTIES

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

Page 4: CO Real Estate and Business Services | Integrated Mountain … · 2018. 1. 11. · business and property professionals who are passionate about our beautiful mountain communities

coMMErcIal & rEsIdEnTIal propErTy ManagEMEnT

local knoWlEdgE, adVancEd propErTy ManagEMEnT sysTEMs & procEssEs

Integrated MountaIn MANAGEMENT

5Integrated MountaIn MANAGEMENT

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

Page 5: CO Real Estate and Business Services | Integrated Mountain … · 2018. 1. 11. · business and property professionals who are passionate about our beautiful mountain communities

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

7Integrated MountaIn MANAGEMENT

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.

Page 6: CO Real Estate and Business Services | Integrated Mountain … · 2018. 1. 11. · business and property professionals who are passionate about our beautiful mountain communities

Properties People

Tasks Receive Payment

Full Site

Integrated Mountain Management, Inc

Search

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.

9 Integrated MountaIn MANAGEMENT

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

Page 7: CO Real Estate and Business Services | Integrated Mountain … · 2018. 1. 11. · business and property professionals who are passionate about our beautiful mountain communities

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

10 Integrated MountaIn MANAGEMENT

Page 8: CO Real Estate and Business Services | Integrated Mountain … · 2018. 1. 11. · business and property professionals who are passionate about our beautiful mountain communities

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

13Integrated MountaIn FINANCIAL

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

Page 9: CO Real Estate and Business Services | Integrated Mountain … · 2018. 1. 11. · business and property professionals who are passionate about our beautiful mountain communities

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.

15Integrated MountaIn MAINTENANCE

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

14 Integrated MountaIn MAINTENANCE

Page 10: CO Real Estate and Business Services | Integrated Mountain … · 2018. 1. 11. · business and property professionals who are passionate about our beautiful mountain communities

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.

17Integrated MountaIn GROUp

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

16 Integrated MountaIn GROUp

Page 11: CO Real Estate and Business Services | Integrated Mountain … · 2018. 1. 11. · business and property professionals who are passionate about our beautiful mountain communities

ElEVaTE your BusInEss WIThInTEgraTEd MounTaIn group

contact us:

970.945.76531001 Grand Avenue, Suite 201 | Glenwood Springs, CO 81601

www.integratedmountaingroup.com