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Changing the Face of Today's Trust Real Estate Industry

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FRIENDS of the NTREA are select vendors that offer products and services to NTREA members.

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AGM Net Lease Advisors

AGM Net Lease Advisors is a specialized retail net lease advisory group providing expertise and value-creating services for Single Tenant Net Lease (STNL) and retail property owners and developers nationwide. In an industry that is inefficient and markets that are changing, we aim to utilize our expertise to help our clients overcome the inefficiencies and capitalize on the opportunities created. Educated clients produce informed decisions, effectively protecting capital and growing equity underlined by peace of mind. That is our purpose.

Our services include a wide range of solutions for any and all needs that an owner of single tenant net lease real estate might have throughout their ownership cycle and beyond, including:

- Exclusive Representation - Acquisition and Disposition
- 1031 Exchange Advisory and Management
- STNL Lease Renegotiation
- Sale Leaseback
- Portfolio (E)Valuation and Optimization

Website: http://www.agmnetlease.com/


Bosko Stankovic, Vice President, Sales
Niko Micin, President, STNL Division



Braun delivers unmatched expertise working across a broad spectrum of real estate and business groups. With a long history of producing client solutions since 1908, Braun is one of the leading worldwide providers of Worldbid Auctions, Brokerage, Appraisals, and Hybrid Brokerage of commercial and residential real estate. In 2009, Braun created the Minority Interest Market Exchange (MIMX), a ground-breaking new market for clients to sell partnership and minority interests in real estate.

With locations in New York, Los Angeles, Cleveland, Miami, San Francisco, Chicago and London, our team of experts specialize across multiple industries so you can be confident in the expert service and customized asset solutions we deliver each and every time. We have nearly 28 partners throughout the country to share our expertise in every conceivable market. More and more trusted advisors count on Braun for protection from clients, unmatched expertise and knowledge in the disposition of real estate and business assets. We work with trust companies of all sizes, delivering strategic solutions to maximize value.

Our mission is to provide a single solution for all real estate needs, and we constantly evolve to better serve our client base.

Website: http://www.braunco.com


Todd Wohl, Partner
Phone: 310.798.3123
Email: Todd@braunco.com


Colvent Group

Why Colvent Group?

Colvent Group Inc. provides comprehensive real property consulting services for fiduciaries. We specialize in nationwide home management and vehicle purchasing/insurance procurement. Colvent Group offers a unique solution to addressing the time-consuming process of purchasing/managing homes, vehicle purchase, and acquiring vehicle insurance, with access to real-time status via the web. We manage the repairs, maintenance, build-out/new-build construction, and ensure ADA requirements are met. We also utilize our vast experience in purchasing vehicles to ensure that the client receives the best deal possible on a vehicle that meets all of the fiduciaries` requirements. Additionally, our vehicle insurance program provides fiduciaries with peace of mind that the policy will remain intact and unchanged. Colvent Group is proud to serve the financial and banking industry for nearly 10 years with homes and vehicles expertly administered across the nation.

Website: http://www.colventgroup.com


Anna Harris
Director of Operations
PO Box 3152
Fairview Heights, IL, 62208
Phone: (866)833-7811 Ext 5
Fax: (866) 890-1807


Farmers National Company
Oil & Gas/Farm and Ranch Management

Farmers National Company is the largest independent fiduciary property management firm in the nation with a strong focus on trust oil and gas, as well as farm and ranch management services. We manage thousands of properties in 36 states, providing complete administration, accounting, lease negotiations, and sales related to mineral and real estate asset management.

Since 1929 we have been serving our clients property management needs which includes, bank trust departments, trust companies, foundations, universities, and individuals. We provide our clients with energy industry expertise, internet reporting, OCC compliance, maximized client revenue and enhanced efficiencies.  With Oil and Gas Division offices in Tulsa, Oklahoma; Fort Worth, Texas; and home offices in Omaha, Nebraska and regional offices in a number of other states, we are positioned to serve the banking industry nationwide.

Website: http://www.farmersnational.com


Wes Turiano
Vice President, Oil and Gas Mgmt.
5110 S. Yale Suite 400
Tulsa, OK 74135
Direct: 918-895-8026
Cell: 814-322-2040
FAX: 918-.98-59041

Lockton Companies

At Lockton, we are passionate about serving our clients, developing our Associates and giving back to our communities. It`s that passion that has helped Lockton grow into the world`s largest privately held global insurance broker.

Lockton`s dedicated Financial Institution Practice consists of multi-disciplinary professionals with expertise in identifying and managing the risks Financial Institutions face today. We work with Financial Institutions nationwide that total over $80 billion in assets. We develop unique solutions for each Financial Institution including: Master Trust Programs, Property and Casualty, Cyber Liability, Fidelity, Directors` & Officers`, Plastic Card, Lending and Collateral Protection, as well as Employee Benefits and Retirement Solutions.

We thrive in our role to help Financial Institutions identify, assess and manage their risks. Navigating the complex regulatory environment and addressing the unique exposures of Financial Institutions takes a dedicated team. Lockton`s goal is to understand YOU as a Financial Institution and develop tailored solutions that address YOUR specific risk profile and institutional goals.

Website: http://www.lockton.com


Mrs. LaVonda Alleman, CIC
Vice President, Unit Manager
Lockton Financial Institution Practice
444 W 47th Street, Suite 900
Kansas City, MO 64112


Innovest Systems, LLC- Petrodata Fiduciary Real Estate Software Systems

The PDS Companies is the only independent organization that is nationally recognized as an expert in all classes of unique and hard to value assets. Unique and hard-to-value assets include real estate; property taxes; mineral, oil and gas interests; closely held businesses; loans and notes; tangible assets; farm and ranch; life insurance; and collectibles. PDS has been assisting fiduciaries with unique assets at every level, nationwide since 1981. PDS Companies produces and utilizes the most advanced asset management software, the most competent and experienced personnel, and proven industry practices, to ensure the financial certainty and growth of our shared customers. PDS offers state of the art products and services to streamline day-to-day portfolio management, accounting responsibilities and compliance tasks.

PDS Companies produces, owns and licenses the Trust Mineral Management System (TMMS) and the Trust Real Estate Management System (TRMS). This software has the flexibility to operate within any institution`s organizational and procedural structure, and a versatility that allows institutions of all sizes to utilize it.

PDS Companies is committed to providing excellent business services and solutions that safeguard the expectations of our clients and their diverse range of fiduciary responsibilities in a fast paced, competitive market. Our common goal is to utilize the most advanced technology and efficient business practices to ensure the financial stability of our shared customers. The PDS Companies staff experts in various fields related to the management of unique and hard-to-value assets and engage the services of highly respected professionals to guarantee the quality of the products provided. PDS Companies is resolved to conduct business activities in accordance with solid professional ethics and utmost integrity.

PDS, a Partner you can trust, Dedicated to your Success.

Website: http://www.pdscompanies.com


John Rowland
Senior Portfolio Manager
1301 South Bowen Road, Suite 335
Arlington, TX 76013
Judie Altman
VP & Senior Portfolio Manager
1301 South Bowen Road, Suite 335
Arlington, TX 76013
817-524-1025 (Direct)
817-524-1202 (Fax)

Francis Bravo
Portfolio Manager
1301 South Bowen Road, Suite 335
Arlington, TX 76013


Founded in 1987, RAL Inspection Services is a proud provider of top quality nationwide property inspections focused on servicing the relocation and trust real estate industries.  Recognized as a leader in relocation and trust real estate inspections, RAL has built our reputation on quality, experience and the ability to exceed our client’s expectations.  Based in Central Indiana, RAL offers a wide range of relocation and trust real estate inspection services in all 50 states, Canada & Puerto Rico.  We specialize in relocation property assessments, trust real estate inspections, pest inspections, radon testing, radon warranties, well/septic, pool, environmental and engineering evaluations.

Website: http://www.ralis.com


Mr.Mike Wagner CRP
RAL Inspection Services
16848 Southpark Drive, #100
Westfield, IN 46074
800-766-2366 ext 333


Risk Management and Insurance

Roach Howard Smith & Barton, Inc. (RHSB) is a leading independent insurance brokerage firm, providing business solutions to companies of all sizes and personal insurance to individuals and families since 1945. It is also an active partner of Assurex Global, the world`s largest privately held insurance brokerage group.

RHSB provides Master Trust Insurance Programs for financial institutions of all sizes. We understand fiduciary relationships and how to insure them. Our experience spans more than 25 years with staff dedicated to insuring trust portfolios.

We partner with a systems vendor for the day-to-day system related administration of your master trust insurance program. Our role is to help you manage your overall insurance program. Our focus is on making sure you have the best coverage, pricing, and claims service available for your portfolio. We have built strong relationships with each of the insurance carriers providing Master Trust Insurance Programs and work closely with them to enhance the policy forms.

For a more comprehensive program, we also assist our clients with external policy placements including: Worker`s Compensation, Automobile, Non-Operating Oil & Gas, Flood, and Wind.

Website: http://www.rhsb.com


Udele Pandya
Account Manager
8750 N. Central Expressway
Suite 500
Dallas, TX 75231
Liz Schaap
Director of Trust Insurance Program
8750 N. Central Expressway
Suite 500
Dallas, TX 75231


Schrader Real Estate & Auction Co., Inc.

Land Marketing Experts. Nationwide.

As creators of the M3 system, we are the national innovators of the open-forum multi-tract real estate auction. We apply that prowess to all of our real estate auctions and apply innovation to our marketing campaigns in the following areas of specialty.

- Farm Land
- Timberland
- Recreational Land
- Commercial Land

Website: http://www.schraderauction.com


Brent Wellings
950 N Liberty Drive
Columbia City, IN 46725
Mobile: 972-768-5165
Office: 800-451-2709


SES Master Trust Insurance Solutions: The Definitive Source

SES solely focuses on providing trust insurance solutions, and we are the only provider in the market to do so. With nearly 25 years of experience, that focus ensures that, when you partner with SES, you will receive:

- unparalleled expertise,
- the broadest insurance products available in the trust space, and
- state of the art technology that is routinely updated to meet your needs.

SES is the best overall solution available, tailored to help you meet your specific needs. This means we make your job easier so you can focus on serving your clients and growing your business.

To learn more, visit us at the NTREA annual conference or contact us any time. One of our master trust insurance experts will talk with you and show you our new suite of technology solutions, which promises to take management of your trust insurance needs to a new level of ease and efficiency.

SES Master Trust Insurance Solutions.
....because you and your trust clients deserve the best.

Website: http://www.ses-ins.com


Direct: 714-352-4928
Cell: 909-556-9968
Ms. Kelly Cretti
Trust Product Management
SES Insurance Brokerage Services, Inc.
1851 E. First Street, Suite 600
Santa Ana, CA 92705


Trust Asset Service Company

Trust Asset Service Company (TASC) is a subsidiary of Real Estate Portfolio Management (REPM), founded in 2007. Our founders have partnered in nationwide real estate services ventures for the last 18 years. TASC is the single-source solution for trust and wealth management professionals who service clients with real estate and personal property needs. TASC provides national service coverage with fully vetted, certified professionals, all working under master servicing agreements. In addition to coverage held by TASC, our suppliers are required to carry supplemental coverage, protecting both you and your client.

TASC offers nationwide asset management, brokerage, valuation, title, and maintenance/repair services. Additionally, our national service footprint provides our clients with options to handle all tangible personal property needs, including vehicles, furniture, and other valuables.

We foster a culture of partnership that treats our suppliers as an extension of our team. We value our suppliers` expertise and are empathetic to the conditions they face in the field. Without our trusted service provider partnerships, we would not be able to offer the exceptional service our clients expect, nor maintain the 30+ year exemplary industry reputation of our Executive Team.

Our field service management system is industry leading and allows us to provide our clients with advanced features, such as geo-tagged photographs and secured links to view online photos and documents, in lieu of unsecure email file transfers. Our suppliers receive the benefit of a free and secure mobile app to capture photos, build estimates, and complete work orders in real time from the field.

TASC stands behind our work. The job is done right, or you don`t pay. Contact us to learn more about our Legacy of Caring and how you can rely on us to help with your asset administration needs.

Website: http://www.TASCForce.us/


Dale McPherson, Principal
Steve George, Managing Director

Bryan Halulko, Dir-Client Operations
Susie Stetson, Dir-Sales and Marketing
844.294.5454 x4003


Yardi Systems, Inc.

Now in its fourth decade, Yardi® is committed to the design, development and support of software for real estate investment management and property management.

With the Yardi Commercial Suite™, Yardi Multifamily Suite™, Yardi Investment Suite™ and Yardi Orion™ Business Intelligence, the Yardi Voyager® platform is a complete real estate management solution. It includes operations, accounting and ancillary processes and services with portfolio-wide business intelligence and platform-wide mobility.

Yardi is based in Santa Barbara, Calif., and serves clients worldwide from offices in North America, Asia, Australia, Europe and the Middle East.

More information about Yardi products and services is available at our website.

Website: http://www.yardi.com


Mike Gulledge
Professional Services Group Consultant
430 South Fairview
Santa Barbara, CA 93117
Phone: 704-589-1398
Email:  mike.gulledge@yardi.com
Vicki Dodig
Project Manager
430 South Fairview
Santa Barbara, CA 93117
Phone: 623-363-1194
Email:  vicki.dodig@yardi.com

Laura Atallah
Marketing Specialist, Marketing
Toll Free: 800-866-1144 x1422
Local: 805-699-2040
FAX: 805-699-2041
Email:  laura.atallah@yardi.com

The links on this web site are provided only for the convenience of NTREA web site visitors. NTREA has no interest in, responsibility for, or control over the linked-site. NTREA makes no promises or warranties of any kind, express or implied, including those of merchantability and fitness for a particular purpose, as to the content of the linked site. In no event shall NTREA be liable for any damages resulting from use of these links even if NTREA has been informed of the possibility of such liability.

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