HIGH QUALITY SERVICE AND COVERAGE THROUGH NATIONAL VOLUME

Established in 1997, Greystar’s risk management group provides a full complement of competitively-priced services to support our client’s multi-family risk-management needs. Protecting over 48,000 units in 210 locations with over $3.5 billion in total insured values, our experience and expertise help identify exposures and mitigate risks that could potentially affect our clients’ financial outcome. The Greystar Master Insurance Program provides up to date insurance products with coverage to ensure compliance with most standard loan agreements in an ever-changing insurance environment.

Services

• Insurance Review and Comparison: Greystar Risk Management will review current insurance coverage or new proposals and will develop a thorough comparison to provide clients with a professional analysis of the risk management and insurance options available.
• Insurance Placement: For enhanced buying power, Greystar offers coverage for liability and property insurance for qualifying properties under one program. Our simplified process makes placement, policy review/retrieval, and certificate requests easy and stress free. And with one effective date for clients that participate in the program, the addition or deletion of properties from the program is simplified.
• Loan Language Review: Greystar Risk Management is available to provide review of insurance and indemnity language from loan documents. We encourage all parties involved in negotiating agreements to forward the documents to us for review before they are signed, giving us the opportunity to make recommendations about the transfer of risk.
• Claims: Greystar works closely with clients when a claim arises, reporting claims and negotiating with the insurer to ensure a timely resolution. Should coverage disputes arise, our team to claims specialists stands ready to advocate on behalf of our clients.
• Loss Control: Our in-house loss control specialists evaluate workplace safety and recommend proactive steps that clients can take to mitigate exposure, reduce losses and potentially lower premiums.

Marketing

Greystar Risk Management coordinates with nationally recognized insurance brokers, as well as standard companies, regional brokers and Excess & Surplus Lines brokers for specialty placements. Coverage is placed with both domestic and international underwriters to provide the highest level of coverage. Greystar compares the policy forms with industry standards and assists in preparing manuscript policies where standard forms are not adequate.

Account Management

Greystar Risk Management provides clients with periodic information on pertinent insurance market developments and loss control mechanisms, as well as recommendations and revisions to internal risk programs. Insured clients will also receive claims management reports and analysis upon request. Greystar Risk Management works closely with clients to ensure adherence to common goals and objectives.

Insurance and Risk Management Leadership:

There is over 50 years combined experience among the professionals within the Greystar Insurance and Risk Management team. Designations by our team include, CPCU, ARM, Adjuster License, and Degrees in Risk Management, Legal Studies, Finance, and Business.

Steven J. Cataldo, CPCU, ARM

National Director of Risk Management

600 E Las Colinas Blvd, Suite 2100
Irving, TX 75039
469.955.0040

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Steve serves as the National Director of Risk Management bringing more than 25 years’ experience in real estate-oriented risk management and insurance. Most recently serving as Senior Vice President heading up Trammell Crow Company’s risk management department, Steve also served as President of TCC Insurance Agency, Inc., which provided risk management services to Trammell Crow Company including marketing insurance programs, establishing risk guidelines, handling claims and other traditional risk services. Steve holds a BBA and MBA from the University of Georgia and has served on numerous industry advisory boards and committees.

Lisa R. Marshall, Licensed Adjuster

Director of Insurance, Claims and Safety

750 Bering Drive, Suite 300
Houston, TX 77057
713.479.8960

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Lisa serves as the Director of the Risk Group bringing more than 15 years’ experience in management of claims, litigation, safety and insurance. Since joining Greystar more than seven years ago, Lisa has sustained and expanded her experience in all areas of risk to ensure quality service to both internal and external clients. She began her career with a commercial property management firm and then a major sporting goods retailer, where she worked in a similar capacity. Lisa holds a Bachelor of Science in Legal Studies and is a licensed adjuster.