With 30 years of experience creating Reserve Studies for hundreds of Homeowners Associations, Mixed-Use and Commercial projects, we have a proven track record providing individualized and customized reports to meet the needs of your project.
Our Reserve Studies include both a Component Study and Funding Study which utilizes a Cash Flow Methodology. The data gathering process includes at least one site visit as well as discussions with the Board of Directors, management, onsite maintenance staff and service contractors as necessary.
Our Projected Useful Lives and Replacement Cost are based on actual costs and local conditions and not on “canned” cost programs. The report is presented in a format that is a “user friendly” management tool.
Our sophisticated financial model assures prudent funding with minimum contribution and is in full compliance with applicable Civil Codes. The easy to follow funding plan is graphically laid out in an easy to read format.
Projected expenditures are laid out in an easy to understand format making it a very useful tool for Boards and Management without being overloaded with excessive charts and data that only serves to confuse the reader.
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