• zumBrunnen

Our Clients Say It Best

For over thirty years, zumBrunnen has provided exceptional service to a growing list of satisfied clients. In describing our unique approach, our clients say it best!

zumBrunnen’s reports make real estate transactions easier. They tailor their reports to focus on key issues and help us clearly define the most important problems. Their reports give us credibility to better negotiate with sellers, which is critical in today’s real estate market.

Yates DunawayVice President AcquisitionsTriBridge Residential

We had a very tight timeline to review an extensive property, and we had to make sure nothing would derail the deal. zumBrunnen’s Project Manager, Rob Milam, worked under a very tight deadline, prioritized everything, answered questions and provided us with a high-value service.

Rosemary JordanVP Business Development and StrategyElder Care Alliance

zumBrunnen keeps us fully apprised and openly discusses the various options and philosophies to help bring our deals together. If they took a classic approach of simply producing and delivering the final report without our input, we would have had far less time to evaluate and digest the numbers to determine if a deal was to go forward. Ultimately, they help us close more deals.

Richard LeePartnerBranch Properties LLC

Communications are greatly improved with a construction consultant on our team because he is actually responsible for making sure that there is frequent and consistent reporting and communication on a project. This process ensures that everybody remains focused on the task at hand and the project remains on schedule.

Jay Millerformer Senior Vice PresidentSteiner & Associates

zumBrunnen, Inc. projected the long-term capital repair and replacement needs for our community, and their work was thorough and very helpful. We use the results of the FacilityForecast® study to support our long-range financial projections, to ensure adequate cash reserves, and to plan our preventive maintenance.

David F. LacyExecutive DirectorSouthminster

zumBrunnen offers sound insight to our projects from the early negotiations with the contractor through the final punch list. The zumBrunnen Senior Project Managers are team players and help bring harmony to our projects. When the owner, contractor, or architect are in disagreement, the zumBrunnen Senior Project Managers review each position and find workable solutions.

Robert SouthernDirector of DevelopmentShell Point Retirement Village

Quality assurance is the hallmark of zumBrunnen. The cooperation, reporting detail, and follow through cannot be beat.

Tom Rockenbach, Jr.former COOPresbyterian Homes of Georgia

From finalizing contracts to successful completion of construction, zumBrunnen plays a vital role in our projects. Their unique approach to construction monitoring and independent reporting for the financial development team brings added value to both our clients and investors.

Daniel J. HermannManaging Director of Senior LivingZiegler Capital Markets Group

People have come to trust zumBrunnen. If there is an issue, they’ll know.

Kathy AndersonCEOGoodwin House

The value of working with zumBrunnen is the assurance of a safe building and peace of mind knowing they are on top of everything.

Debbie Taylorformer CEOLenbrook Square

It was a good partnership. They learned how we thought; what our hot buttons were. It went very smoothly.

Michael McNallyformerly withCovenant Capital

As we plan for the future with long-term master planning and capital planning, we now have a device and tool that is very effective.

David Loopformer CEOFriendship Village of Schaumburg

zumBrunnen’s facility assessment report is pivotal for our decision-making, and the FacilityForecast® database gives us immediate access to our capital needs with detailed information and report capabilities.

Karen E. LehmanExecutive DirectorFriends House

zumBrunnen compiled all the data and gave us easy-to-use tools to manage and manipulate the information saving us time and helping us manage risk in the capital planning process.

Tim FrazierCOOHorizon House

The assessment helped us uncover facilities issues that could have grown into larger problems over time, and zumBrunnen helped us resolve them. The database allows us to accurately budget for the future and know how much to set aside for healthy maintenance reserves.

Lynn Robertsonformer Finance and Facilities DirectorThe Fletcher School

We hired an experienced owner’s rep to facilitate communication and work through construction issues for our new retirement community. zumBrunnen was added to the team to support the process. Their project manager attended every OAC meeting and wrote his report giving bond holders assurance the project was going as planned. He was another set of eyes to make sure the contractor and subs followed the construction specs. It was helpful to have a second opinion.

David MurlettePresident and Chief Executive OfficerMontereau

We are very pleased with zumBrunnen’s reserve study. The Project Manager was very helpful and knowledgeable. He reviewed our prior study and helped us add and delete items for budgeting purposes. He answered questions at each step of the way and continues to answer our questions even after he completed our study.

Vinny SperaGeneral ManagerMaisons-sur-Mer

We found zumBrunnen very knowledgeable of the construction process.  Their input, suggestions, and insight demonstrated their depth of the building process.  The monthly reports were extraordinary in their detail. They provided construction monitoring services and helped keep the general contractor aware of benchmarks and monitor the percentage of completion to ensure an on-time and on-budget project.  They also helped review contingency spending to ensure it was appropriate. It was helpful having zumBrunnen’s assistance as a second professional set of eyes that had just our interest at heart.

DeAnn EatonChief Executive OfficerLa Vida Llena Retirement Community

zumBrunnen helped us update our 20 year plan. They saved us time in the collection of data, and Doug McMillan’s knowledge and expertise, as it relates to the industry as a whole, is where we felt zumBrunnen brought the most value.

William Annaformer Director of Plant ServicesThe Cedars of Chapel Hill

As a neutral third party, zumBrunnen added an extra dimension to our team and helped us bring a $14 million project in under budget and on schedule.

Ric SandersonPresidentSundance Design and General Contractors

zumBrunnen did a reserve study for our community and made the process easy for us. Previously, we did not have all the detail in one place. Their report gave us a great foundation of data, and now it is simple to make changes. zumBrunnen provided online training for their FacilityForecast software system and made it easy for us to use. Their report and software saves us time because things don’t get missed. It helps with the efficiency of budget planning and is a great resource.

Jolynn WhittenMHS, NHA, Executive DirectorSandhill Cove Retirement Living

zumBrunnen and its Senior Project Manager, Dan Williams, were a key member of our Project Team and provided us timely support and approval of the Contractor pay applications. The communication was excellent and was one of the reasons that the project was completed on budget and on schedule. The monthly reports were an excellent chronology of the project. Dan was a pleasure to work with.

Mike CasdorphDirector of Facility Development and ConstructionHighland Hospital

Our primary goal for the facilities audit was to develop a model to more accurately forecast for the future. With the FacilityForecast® Software system, we now have a centralized database and the ability to forecast out 20 years to better plan what we need to address and level out big ticket items each year.

Barbara EganVice PresidentWoodward Academy

We have worked with zumBrunnen on all our projects in the Washington, DC area for the past seven years. In addition to construction monitoring, we have also engaged zumBrunnen to provide plan review and incorporated their recommendations to be proactive prior to beginning construction. They have a great team, and their reports are well-written, thorough and easy to follow. During their inspections, they are respectful and do a good job addressing opportunities in the spirit of team work. At the end of the day, zumBrunnen was instrumental in helping us provide a better quality product.

Scott Lanzformer Group Vice PresidentArchstone

zumBrunnen prepared a Campus Wide FacilityForecast report for our community.  The reports are informative and user-friendly. The FacilityForecast reports have streamlined our budget process.  Instead of reviewing the condition of all our assets, we focus our time on those assets forecasted to require replacement in the particular budget year.  We have also found the Annual Budget Totals Tables helpful in forecasting and prioritizing asset replacement and capital improvements. In our opinion, the most valuable aspect of the program is its simplicity; it is very user-friendly.

Jim SakellDirector of Facility Services, and Melissa Hughes, Facility Services CoordinatorCypress Glen Retirement Community

zumBrunnen provided construction monitoring services for phase II of the Mercer Lofts mixed-used development. As a banker, I appreciated their attention to detail and assistance in helping me review change orders and monitor other issues. Their knowledge of construction and the level of detail in their monthly reports helped our team successfully complete the project.

Brandon MercerSenior Vice PresidentState Bank & Trust Company
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