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eBooks, Articles, & More

  • Article

Reserve Funding Plans: Selling Out, Settling, or Succeeding

74% of associations throughout the United States are currently underfunded. At this point, Boardmembers are faced with taking one of three approaches: selling out, settling or succeeding.
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  • Article

How Much Should We Fund Our Reserves?

There once was a man with one foot in a bucket of scalding hot water and one foot in a bucket of ice water. When asked how he felt, he said, “On the average, I feel just fine!” Keep that warning about averages in mind as we ask: how much should your association budget to fund Reserves?
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  • Article

How To Turn Your Reserve Study into an Action Plan

Turn your Reserve Study into an actionable plan for prioritizing repairs, managing funding, and protecting your community’s financial future.
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image showing professional HOA reserve funding in action to help increase financial stability and success in HOAs
  • Article

HOA Reserve Funding: Why It’s Not About the Future

One of the biggest misconceptions about Reserve Studies and Reserve Funding is that they are primarily about “preparing for the future.”
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Florida high-rise condominium buildings affected by SIRS and Fannie Mae and Freddie Mac condo reserve requirements
  • Article

Fannie, Freddie, and Florida: The New Lending Reality

Reserve planning for Florida condos now means satisfying two sets of standards — state law and Fannie Mae's lending guidelines. Here's how to navigate both.
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Deteriorated condominium building compared to a well-maintained community property, illustrating how smart reserve planning helps prevent catastrophic failures.
  • Article

How to Avoid Costly Building Failures Through HOA Reserve Planning

Catastrophic building problems rarely happen without warning. Smart HOA reserve planning helps boards identify deterioration early, prioritize repairs, fund major projects, and reduce the risk of emergency repairs, special assessments, and deferred maintenance.
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