Plan your capital with clarity and confidence.
Reserve studies that keep HOA communities funded, and engineering-based cost segregation that cuts investors' taxes — defensible numbers, delivered fast, nationwide.
Two disciplines. One standard of rigor.
Whether you sit on a board or hold a portfolio, the goal is the same — certainty about your largest financial decisions.
For HOA Boards & ManagersReserve Studies
Know exactly what your community owns, what it will cost to maintain, and how to fund it — without surprise special assessments.
- Full studies with complete on-site inspection
- Updates with or without a site visit
- 30-year funding plans your board can act on
- Compliant with state reserve requirements
For Property Investors & CPAsCost Segregation
Reclassify components of your property to accelerate depreciation and dramatically reduce your first-year tax bill.
- Engineering-based, IRS-defensible studies
- Bonus depreciation maximized under current law
- Short-term rentals, multifamily, commercial & more
- We coordinate directly with your CPA
From first call to final report.
A disciplined, transparent process — so you always know what you're getting and why the numbers hold up.
Request your proposal
Tell us about your property or community. We scope the study and send a flat-fee quote.
Confirm the details
We gather the documents we need — most of which you already have on hand.
Inspect & analyze
On-site or virtual review, then engineering-grade analysis of every component.
Deliver your report
A clear, defensible report — plus guidance on exactly what to do with it.
We work across nearly every property type.
Residential, commercial, and community associations — if it has value on the books, there's likely a study that pays for itself.
"Apex made our reserve study painless. The report was clear, thorough, and our board finally understands exactly where we stand — no jargon, no surprises."
Board President · HOA Community, Irvine CA
Questions boards & investors ask.
Don't see yours? Reach us any time at office@apexreservegroup.com.
What is a reserve study, and how often do we need one?
A reserve study is a long-term capital plan for your community — an inventory of everything the association maintains, its condition, and a funding plan for repairs and replacements. We recommend a full study with on-site inspection every 3–5 years, with annual off-site updates in between.
How much can cost segregation actually save me?
Most short-term rental owners see tax savings of 5–10 times the cost of the study in the first year alone. For example, a $3,000 study might identify $100,000+ in accelerated depreciation — at a 35% tax rate, that's $35,000 in tax savings.
Do you work outside of California?
Yes. Our cost segregation studies are performed nationwide across all 50 states, and our reserve study practice serves communities throughout Southern California and Metro Atlanta.
What does a study cost?
Every study is quoted as a flat fee based on your property's size and complexity — no hourly surprises. Request a free proposal and you'll have a number within one business day.
How long does the whole process take?
Most reserve and cost segregation studies are completed within a few weeks of receiving your documents, depending on scheduling and scope.
Ready to plan with confidence?
Get a free, no-obligation proposal for your community or property — most quotes returned within one business day.