Association-Governed Communities

Association-governed communities come in all types, shapes, and sizes. They may be known by different acronyms — Condos, Co-Ops, HOAs, POAs, or PUDs — but they all have one common need: A Reserve Study to make informed decisions, avoid special assessments, budget responsibly for predictable repairs & replacements, save money, and protect property values.

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Sample Reserve Study

This is an example of how a Reserve Study would look for a typical Association-governed community

The Oaks of Calabasas
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...

The Ridge at Highlands East
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…

Mater Dolorosa Retreat Center
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.

Trilogy at Redmond Ridge
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.

Mission del Oro HOA
Mission del Oro HOA

Oceanside, CA

Mission Del Oro is an upscale, gated community with tennis courts, tropical landscape, and a resort style pool that one would expect in a Southern California community called Oceanside. Located only three miles from the Pacific Ocean, Mission Del Oro is comprised of 74 condominiums and is a well-managed community with active residents involved with the Homeowners Association…

Other Clients

United States
  • Knik Arms Condominium Assoc - Anchorage, AK
  • Blackridge HOA - Hoover, AL
  • Cliffside Lodge III - Fairfield Bay, AR
  • Sanctuary at Avondale HOA - Avondale, AZ
  • Stallion Meadows HOA - Acton, CA
  • Village of Five Parks Assoc - Arvada, CO
  • Palmer Landing Community - Stamford, CT
  • Lonsdale Court Condo - Washington, DC
  • Harbour Cove - Ocean View, DE
  • Ashton Oaks at River Hall - Alva, FL
  • Triple Creek at Malcolm Bridge - Bogart, GA
  • Kipuka at Hoakalei - Ewa Beach, HI
  • 3031 Grand Condo Assoc - Des Moines, IA
  • Gozzer Ranch - Master Assoc - Harrison, ID
  • Sherman Place Condo Assoc - Evanston, IL
  • Wolf Creek Village II COA - Evansville, IN
  • Chalet Condos - Overland Park, KS
  • Bent Tree Condo Assoc, Inc. - Lexington, KY
  • 1750 Saint Charles Condo - New Orleans, LA
  • Fernhill Estates Condominium - Methuen, MA
  • Prestige Condominium Assoc - Oakland, MD
  • Oliver B Dorrance - Portland, ME
  • Sundance HOA - Zeeland, MI
  • The Colony at Edina Condo HOA - Edina, MN
  • Gillham Row Master CA - Kansas City , MO
  • Oak Glen Condo Assoc - Ocean Springs, MS
  • Meadow Lake - Columbia Falls, MT
  • Laurelwood COA - Asheville, NC
  • Summit Condo HOA - Fargo, ND
  • Beebe & Runyan Condo Assoc - Omaha, NE
  • Thoreau's Landing HOA - Nashua, NH
  • Valley Heights Townhouses, Inc. - Clifton , NJ
  • Residences at Anasazi - Albuquerque, NM
  • Carnegie Heights HOA - Henderson, NV
  • 153 Garfield Place - Brooklyn, NY
  • Woodhawk Club Condo - Mayfield Heights, OH
  • WorldMark Grand Lake - Afton, OK
  • Julian Square HOA - Ashland, OR
  • Davisville Baptist Church - Southampton, PA
  • The Residences at Stone Creek CA - Lincoln, RI
  • Sun City Hilton Head C.A. Inc. - Bluffton, SC
  • The Bluffs Townhomes Assoc - Sious Falls, SD
  • Vineyard @ Twelve Stones - Goodlettsville, TN
  • All Saints Presbyterian Church - Austin, TX
  • Wolf Creek Rec Facilities Assoc - Eden, UT
  • Orchard Grove CA, Inc. - Chesapeake, VA
  • Clay Brook at Sugarbush Unit OA - Warren, VT
  • Anacortes Marina - Anacortes, WA
  • Regency View Condos - Racine, WI
  • DWC Schools - Phase I - Wheeling, WV
  • Ucross Foundation - Clearmont, WY
US Territories
  • AOO Alupang Cove Condo - Tamuning, Guam
  • Aquarius VC at Boqueron Beach - Cabo Rojo, PR
  • Bluebeard’s Beach Club - St. Thomas, USVI
  • Club Cala de Palmas - Humacao, Puerto Rico
  • Westin St. John Virgin Grand - St. John, USVI
  • Elysian Beach Resort - St. Thomas, US Virgin Islands
  • Golden Sands/Aquarius Vacation Club - Dorado, PR
  • Hacienda Del Mar Owners Association - Dorado, PR
  • St. C Condo Owners - St Croix, US Virgin Islands
  • Valles de Torrimar Condominium - Guaynabo, PR
International
  • Surfers Paradise - Queensland, Australia
  • Bimini Bay HOA, Ltd. - North Bimini, Bahamas
  • Board #813574 - Canmore, Alberta, Canada
  • Arbour Shade - Cochrane, Alberta, Canada
  • Worldmark Victoria - Victoria, BC, Canada
  • Worldmark Canmore - Canmore, Alberta, Canada
  • Banff Gate Mountain Resort - Canmore, BC, Canada
  • Strata Plan VR 2023 - Whistler, BC, Canada
  • The Buckingham Macau - Macau, China
  • 47 Park Street - Mayfair, England
  • Village d’Ile-de-France - Bally Romainvilliers, France
  • Cabo Villas Beach Resort - Cabo San Lucas, Mexico
  • Diamante Cabo San Lucas - Cabo San Lucas, Mexico
  • Grand Regina Los Cabos - Cabo San Lucas, Mexico
  • Grand Solmar Resort- Ph 1 - Cabo San Lucas, Mexico
  • Playa Grande Resort - Cabo San Lucas, Mexico
  • The Ridge at Playa Grande - Cabo San Lucas, Mexico
  • Villa del Arco Timeshare - Cabo San Lucas, Mexico
  • Villa del Palmar – Cabo - Cabo San Lucas, Mexico
  • Villa La Estancia – Cabo - Cabo San Lucas, Mexico
  • Villa del Palmar – Cancun - Cancun, Mexico
  • Westin Lagunamar Ocean Resort - Cancun, Mexico
  • WorldMark Isla Mujares - Isla Mujeres, Mexico
  • ADC de la Torre Libertad - Mexico City, Mexico
  • Playa del Sol Grand Ph 1 - Nuevo Vallarta, Mexico
  • Villa del Palmar Flamingos - Nuevo Vallarta, Mexico
  • Villa La Estancia Vallarta - Nuevo Vallarta, Mexico
  • Garza Blanca Preserve - Puerto Vallarta, Mexico
  • Playa del Sol Costa Sur - Puerto Vallarta, Mexico
  • Playa del Sol Los Muertos - Puerto Vallarta, Mexico
  • Villa del Mar Timeshare - Puerto Vallarta, Mexico
  • Villa del Palmar – Vallarta - Puerto Vallarta, Mexico
  • Cabo Azul Resort & Spa - San Jose del Cabo, Mexico
  • WorldMark Coral Baja - San Jose del Cabo, Mexico
  • WorldMark Zihuatanejo - Zihuatanejo, Mexico
  • Villas Xiguacan - Zihuatanejo Gro, Mexico
  • Marriott VCI Playa Andaluza - Estepona, Spain
  • Marriott VCI Mallorca Son Antem - Mallorca, Spain
  • Marriott VCI Marbella Bch Resort - Marbella, Spain
  • Marriott’s Bangkok Empire Pl - Bangkok, Thailand
  • Marriott’s Mai Khao Beach Club - Phuket, Thailand
  • Marriott's Phuket Beach Club - Phuket, Thailand
  • Alexandra Resort - Providenciales, Turks & Caicos
  • Marina Promenade - Dubai, United Arab Emirates
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