One reserve study partner for every community you manage.
You're running a portfolio of associations, each on its own reserve study cycle, each with a board that needs a report it can actually act on. We become the firm you call every time — same scope, same format, same person on the phone — so the reserve study stops being the thing that surprises you in March.
Fewer vendors to chase. Fewer surprises at the board meeting.
One firm across the whole portfolio
Stop re-vetting a new provider every time a community comes due. One point of contact, one consistent scope, and a firm that already knows how your communities are documented and how your boards like to be presented to.
We watch the calendar with you
Reserve studies run on statutory cycles, and a missed one lands on the manager's desk long before it lands on the board's. Send us your portfolio and we'll map who's due, who's overdue, and what each community actually needs — then flag it before it becomes a problem.
Reports a board can act on
A study that lives in a binder never helped anyone. Ours are built to be presented: clear funding options, a dues picture the board can debate in one sitting, and plain language a homeowner can follow — so your meeting moves forward instead of stalling.
The reserve study shouldn't be the hard part of your year.
Most of what makes a reserve study painful for a manager has nothing to do with the study itself — it's the chasing. Chasing a bid, chasing documents, chasing a report that arrives two weeks after the budget meeting. A standing partnership takes that off your plate.
Not sure which level a community needs? We'll tell you straight — a full study, an update with a site visit, or an off-site update — and what each one costs before you take it to the board.
- Portfolio scheduling — every community you manage mapped against its statutory cycle, so nothing sneaks up on you mid-budget-season.
- Consistent terms across your book — one structure for your communities instead of re-bidding each one, so a board isn't surprised by the number and you aren't starting from scratch every time.
- We work from your documents — send the last study, the current budget, and the plans. We don't make your staff chase paperwork we can read ourselves.
- One point of contact — you get a person who knows your portfolio, not a ticket queue and a new account rep every quarter.
- Independent by design — the study lands with the board as genuine third-party work, which is exactly what their auditor, their attorney, and the statute expect. Your recommendation carries more weight precisely because we're not on your payroll.
Three steps, then it runs on schedule.
Send us the portfolio
Give us the list of communities and roughly when each was last studied. We come back with a schedule showing who's due, who's already overdue, and which level of study each one calls for.
We handle the study
Site visit or off-site update as the community requires. We coordinate with your staff, work from the documents you already have, and deal with the board on whatever terms you set — including staying entirely in the background if that's what you prefer.
You present a clean result
A board-ready deliverable on time, and we'll join the meeting to walk through it if that helps you. Same firm, same format, every community, every cycle — so your boards stop comparing apples to oranges.
The firm you'd want standing behind your recommendation.
Also advise owners on their own investment property? Cost segregation runs through our CPA & partner program.
Become a preferred partner.
We take on a limited number of management companies at a time, because the whole point is that you get a firm with room for your portfolio. Tell us what you manage and where, and we'll set up a short call to walk through scheduling, terms, and what your communities are due for.
No obligation, and nothing goes to your boards. Just a conversation between professionals.