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Avoid Surprise Expenses, Make Informed Decisions, Save Money, Protect Property Values
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Each Year, Thousands of Managers, Board Members, and Facility Directors Trust us to Create their Reserve Funding Plans
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Years Experience
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Reserve Studies Completed
$ 0
Million Funding Guidance Provided

We work with all types of properties

Association Governed Communities

Association Governed Communities

Condos, Co-ops, HOAs, POAs, PUDs, Townhomes, etal.

Vacation Ownership Resorts

Vacation Ownership Resorts

Timeshares, Fractionals, Travel Clubs, & Vacation Clubs

Municipalities & Commercial Properties

Municipalities & Commercial Properties

Governments buildings & facilities at the federal, state, county and city levels as well as commercial or mixed use developments

Worship Facilities

Worship Facilities

Properties owned by any faith community

Schools, Colleges, & Univesities

Schools

Private and public schools, school districts, colleges and universities

Camps, Retreats & Charitable Organizations

Camps, Retreats & Charitable Organizations

Day camps, overnight camps, retreat centers, and properties owned and maintained by any charitable organization

Private Clubs & Recreation Centers

Private Clubs & Recreation Centers

Club or organization that owns and maintains property as well as private or public recreation centers

Other Types of Properties

Other Types of Properties

Our Services

We offer a range of services to meet every budget and need. We focus on high quality and to exceed expectations with each Reserve Study and professional service.

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Which Level of Service is Right for My Property?
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What Happens Next?
Level of Service Site Visit Measurements Component List Condition Assessment Photographs Price
Reserve Study- Full
Yes
Yes
Created from Scratch
Yes
Yes
$$$
Reserve Study Update- With Site Visit
Yes
No
Updated from Prior Report
Yes
Yes
$$
Reserve Study Update- No Site Visit
No
No
Updated from Prior Report
Yes
No
$
Do-it-Yourself Reserve Study Kit
No
No
Provided by Client
No
No
$349

Our clients are located in 12 different countries and all 50 United States

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The Oaks of Calabasas

Calabasas, CA

Most visitors to The Oaks at Calabasas see a lot to envy: graceful homes, beautifully maintained roads, lush landscaping, and well-heeled residents including film and television stars. With so much to like, it’s easy to imagine luxury is all the gated Southern California community has ever known...

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Mater Dolorosa Retreat Center

Sierra Madre, CA

Each year, thousands of people come to Mater Dolorosa in search of spiritual enrichment. A Passionist retreat center in the San Gabriel foothills, in the city of Sierra Madre near Los Angeles, Mater Dolorosa is a sacred place whose spiritual work depends on some decidedly material things.

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Trilogy at Redmond Ridge

Redmond, WA

Trilogy at Redmond Ridge is one of home builder Shea Homes celebrated resort-like communities catering to adults in their post-parental, post-professional life. Established about 20 years ago, it’s located on the outskirts of Redmond, home to Microsoft and Nintendo America. Some 30 miles east of Seattle, the property is centered around a spectacular 18-hole golf course.

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The Ridge at Highlands East

Snohomish, WA

If you can tear your eyes away from the beautiful landscape of The Ridge at Highlands East, you’ll notice one of The Ridge’s most popular residents, Charlie, a well-fed Shih Tzu. When Charlie’s owner was injured in a fall, many neighbors volunteered to walk him, sometimes too many times a day! “We do look after each here” says Sue Ramsey, president of the Board of Directors…

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Click on the State where your Property is located

Corporate Headquarters

Our report covers a one-year period and includes a 30-year cash flow forecast

Our Reserve Studies Clearly Spell Out What Needs to be Reserved for, Evaluate the Strength of the Current Reserve Fund and Recommend a Funding Plan

Every Reserve Study includes Three Key Results

COMPONENT LIST- detailing the scope and schedule of all Reserve Projects

CALCULATION OF RESERVE FUND STRENGTH (%-Funded)

CUSTOM FUNDING PLAN going forward that allows for timely repairs & replacements with an emphasis on avoiding supplemental funding sources

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The Latest From Our Reserve Specialists