Professional HOA Reserve Studies
& Reserve Planning

A credentialed specialist walks the property and records every major component on site — condition, quantity and remaining useful life, with photos attached.

Every reserve study begins on the property, not at a desk. A credentialed specialist evaluates each major component — roofing, envelope, elevators, pool systems, paving, amenities and landscaping — recording condition, quantity, installation date and remaining useful life at the asset itself, with photographs attached. Everything the board receives later is built from what was observed here.

Intelligence
for what’s next.

The inventory drives the funding model — thirty years of expenditures, reserve balance and target, so the board sees what lands when and what it costs.

The completed inventory drives the funding model: thirty years of expenditures, reserve balance and fully funded target, projected from the remaining useful lives recorded on site. The board can see when major work lands, what it costs, and whether today’s contribution carries it.