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CGI Solutions & Technologies, Inc.

Information Mangement Systems

CGI Trust and Energy Group

Over 300 employees have developed, supported and marketed solutions and services for 700 trust and petroleum clients for over 25 years. Committed to delivering exceptional information solutions to the trust and petroleum industry complimented by ASP and back-office outsourcing services. CGI Corporation and Our Energy Group provides all four (4) Outsourcing Tiers and other IT Consulting and Systems Integration services.

Contact:

Mr. David Lackey

Business Development Director

15305 Dallas Parkway, Suite 1100

Addison, TX 75001

972-788-0400

972-788-0502

david.lackey@cgi.com

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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 over 35,000 oil and gas properties in 32 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, including potential re-alignment of staff. With Oil and Gas Division offices in Tulsa, Oklahoma, and home offices in Omaha, Nebraska, we are positioned to serve the banking industry nationwide.

Contact:

Mr. David Smith

Vice President, Oil and Gas Management

Farmers National Company

403 South Cheyenne, Suite 800

Tulsa, OK 74103-3671

918-584-0715, Ext. 213

918-584-3111

dsmith@farmersnational.com

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Property Tax Consultants

Harding and Carbone, Inc. is a professional organization with over forty-five years experience in helping firms manage and minimize their property taxes. Harding and Carbone, Inc.'s Trust Division specializes in property tax management for financial institutions including tax payment and appeals.

Contact:


Amy P. Collier
Vice President, Sales
Harding and Carbone, Inc.
3903 Bellaire Boulevard
Houston, Texas 77025
713-349-1005
713-349-1095 (fax)
amyc@hctax.com

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IRS Section 1031 Exchange Services

 

Investment Property Exchange Services, Inc, (IPX1031), the nation's largest Qualified Intermediary, has been providing IRC section 1031 tax-deferred exchange services to corporate and individual taxpayers since 1988. Our network of regional processing and sales offices and our knowledgeable staff have demonstrated a commitment to service with integrity. IPX1031 is a comprehensive provider of exchange services, including simultaneous, forward, reverse, and build to suit exchange transactions. Our size and substantial expertise brings multidimensional insights to structuring even the most challenging exchanges


Contact:

Mr. Pierre Priestley
Vice President & Division Manager
Investment Property Exchange Services, Inc.
171 North Clark Street, 4th Floor
Chicago, IL 60601
866-289-1031
312-223-4710
pierre.priestley@ipx1031.com


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For more than twenty years, ICG has been providing Banking and Trust Institutions with a full line of property tax services designed to resolve any situation, exceeding our client’s expectations. Through innovation, commitment and technology we assist our clients in meeting the challenges of an increasingly competitive and complex market.

Contact:

Mr. Mark Bruce
Industry Consulting Group, Inc.
P.O. Box 659
Wichita Falls, TX 76307-0659
940-322-5055
940-322-5742
bforester@icgtax.com


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Auctions and Real Estate Brokerage

Auctions
John Dixon
200 Cobb Parkway North
Suite 120
Marietta, GA 30062-3538
770-425-1141
770-425-4413 (fax)
john@johndixon.com

Real Estate Brokerage
Susie English, CPM
Associate Broker
200 Cobb Parkway North
Suite 120
Marietta, GA 30062-3538
678/640-3631
770-425-4413 (fax)
susie@johndixon.com

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Kennedy Wilson's Trust Real Estate Division provides asset and property management services for banks and trust companies holding investment real estate as trustees on behalf of private and investment fiduciary accounts. The division also offers its clients full service brokerage, construction management and land development services. Kennedy Wilson's nationwide presence can provide these services in many states where trustees's may not have local resources. Our specific experience with office, industrial, retail and multi-residential properties managed under the stringent fiduciary standards for which fiduciaries are held accountable allows Kennedy Wilson to partner with trust real estate asset managers to achieve their client's revenue and appreciation goals.

Contact:

Mr. Peter G. Lawson, CPM, CCIM, CIPSManaging Director

Kennedy-Wilson International

9601 Wilshire Boulevard, Suite 220

Beverly Hills, CA 90210

310-887-6400

310-887-3410

plawson@kennedywilson.com

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Land Pro

Farm/Ranch Management Real Estate Services

LandPro LLC, a farm real estate firm, that provides a full complement of farmland services including management, brokerage, appraisals, consulting and auctions for individuals, trusts, corporations and partnerships. LandPro operates across the Upper Midwest.

Contact:

Land Pro LLC
President: Ray Brownfield
34 Rance Rd.
Oswego, IL 60543
E-mail: landprollc@aol.com
Phone: (630) 551-0355
Mobile: (630) 258-4800

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Fiduciary Real Estate Insurance Services

The Marsh Master Trust Program is a broad, comprehensive property and liability insurance program, which affords coverage for personal trust real estate exposures that are the everyday business concerns of a financial institution's trust real estate department. The Master Trust Program's ability to combine coverages on on a blanket basis eliminates the time and expense of maintaining multiple policies with varying expiration dates, limits of liability, terms and conditions.

Please contact us, or our website
www.mastertrustinsurance.com

Contact:
Susan Schroeter
Marsh Master Trust Program
A Service of Seabury & Smith
212 Carnegie Center, 3rd Floor
Princeton, NJ 08540
Toll Free: 800-323-4195
Direct: 609-520-2929
Fax: 609-520-2165
susan.schroeter@marsh.com

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Petrodata Fiduciary Real Estate Software Systems


Contact:
Glynn Broussard
gbroussard@pdscompanies.com
Mr. Rick Knox
Senior Vice President
Petrodata Business Systems, Inc.
P. O. Box 13475
Arlington, TX 76049
214-340-7043
214-340-3598
rknox@pdscompanies.com

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RAL Property Inspection Services

Contact:

Mr.Mike Wagner
President
RAL Inspection Services
16848 Southpark Drive, #100
Westfield, IN 46074
317-867-7688
817-867-9964
mwagner@ralis.com

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SES_LOGOSm.jpgSES provides its clients with the best possible services associated with a Trust Insurance Product. Our goal is to offer the most advanced technology with a choice of "A" Carriers to provide the broadest, most comprehensive Master Policies. SES utilizes feedback from our clients and prospective clients to keep on the leading edge of the industry. SES continues to grow and enhance its program to meet the needs of our Trust insurance program clients. We are proud to be a charter member of Friends of NTREA

Contact:
Ms. Janet White

Executive Vice President & Chief Operating Officer
SES Insurance Brokerage Services, Inc.
1120 W. La Veta Ave., Suite 800
Orange, CA 92868
Toll Free: 800-955-4SES
Direct: 714-352-7800
Fax: 714-730-5075
janet@ses-ins.com

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Contact:
Mr. Steve Wolford
Terracon National Account Manager
11555 Clay Road, Suite 100

770-690-8989

713-690-8787

Houston, TX 77043
sdwolford@Terracon.com

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Tranzon provides national accelerated marketing auction and sealed bid services for commercial and residential properties owned by fiduciaries, corporations and individuals.. Tranzon has 23 offices around the country.

Contact:

Mr. Bill Londrey
Tranzon Fox
7 North Robinson Road
Richmond, VA 23220
804-355-2251
blondrey@tranzon.com

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usi_retail.gif PROTECT. MANAGE. GROW.

USI of Southern California Insurance Services, Inc.

Insurance Brokerage

Contact:

Mr. George A. Hotaling

Vice President

21600 Oxnard Center Towers, 8th Floor

Woodland Hills, CA 91367

818-251-3141818-251-3441

george.hotaling@usi.biz

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Wachovia Exchange Services

IRS Section 1031 Exchange Services

Wachovia Bank, NA is the qualified intermediary of choice for
individual taxpayers and prominent corporations, for whom security of
funds, experience, and a commitment to service are primary
considerations. For additional information on the services Wachovia can provide, please contact Wachovia Exchange Services at 1-888-693-5566, option 2 to speak with a Sales Representative or visit their website:
www.wachovia.com/1031.

Contact:

Mr. David Shaleuly

President

100 North Main Street NC6001

Winston-Salem, NC 27101

336-732-1000 Toll Free 888-693-5566, Ext. 7

336-732-1032

david.shaleuly@wachovia.com

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Yardi Systems is the global leader in the design, development, and support of integrated asset and property management software for organizations of all sizes. For more than 25 years, Yardi's technology and services have led the industry through responsiveness and innovation, becoming the premier application for real estate software solutions worldwide. Yardi's software is client-driven and serves more than 15,000 businesses, corporations, and government agencies representing more than 5 billion square feet of commercial space and 5 million residential units globally.

Headquartered in Santa Barbara, Calif., Yardi Systems has offices throughout the United States, Canada, Europe, Asia and Australia. More information about Yardi products and services may be found by visiting
www.yardi.com.

Contact:

Laura Atallah
430 South Fairview Avenue
Santa Barbara, CA 93117
800.866.2040 X 1144
805.699.2041
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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