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Welcome to our Resource Hub

Sample Studies & Reports

Sample Reserve Studies

Discover the importance of Reserve Studies for capital projects and what sets ours apart. Access our comprehensive Reserve Study PDF report.

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Preventative Maintenance Blueprint™

Our Preventative Maintenance Blue-Print™ offers expert recommendations and best practices for all commonly owned assets and is included with your Reserve Study.

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Insurance Advisory Report

Our Insurance Advisory Reports provide independent evaluations of your property's insured value, helping your association ensure fair market coverage and premiums.

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The Building Reserves Process

Our process is designed to set you up for success, with a strong focus on transparency and open communication every step of the way. Whether you're well-versed in the reserve study process or navigating it for the first time, we’ll guide you with clarity, expertise, and personalized support.

Excel File Operations Tutorial

Our Excel File Operations allow you to explore what-if scenarios and capital project prioritization with ease. Using our live, interactive spreadsheets, you can adjust variables in real time to see financial impacts instantly and make data-backed decisions.

new feature

Auto-Funding

The new interactive Excel file now features an auto-funding tool that automates funding plan calculations and updates with a single click, eliminating the need for manual calculations. This allows users to effortlessly maintain current funding plans between reserve study updates, identify the Critical Low Balance Year, and easily explore various financial scenarios, including inflation rates, interest rates, project years, costs, frequencies, phasing, and multiple what-if situations, through an automated and user-friendly interface.

Preventative Maintenance BluePrint Tab

Our Preventative Maintenance BluePrint Tab contains information on how your association can maintain various assets to extend their useful life. This feature allows users to investigate specific components, maintenance required for each component, and personalized maintenance information.

new feature

Preventative Maintenance Plan Calendar

Our new Preventative Maintenance Plan feature, the calendar tab, allows users to track and schedule routine maintenance tasks with ease. With detailed task descriptions and seamless synchronization with the Preventative Maintenance Plan, this tool helps ensure that essential upkeep is never overlooked.