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A Reserve Study is a long-term capital plan for a property, its infrastructure, and surrounding assets. A Reserve Study provides an in-depth analysis of a property’s physical condition, as well as an evaluation of the financial health of the property’s reserve funds. A Reserve Study includes a detailed list of property components that are commonly owned and maintained, including component quantities, ages, conditions, and useful lives. A Reserve Study will recommend replacement times for each capital asset, dependent upon component conditions and available funding. A long-term funding plan is established to offset the costs of repairing and/or replacing the various property components, and the Reserve Study will provide recommendations on how to best fund future capital repairs and replacement projects. A professional Reserve Study is one of the most proven, cost-effective ways to maintain your property for years to come.

Why Have a Reserve Study Conducted?

1. Minimize the Probability of Special Assessments and Loans

2. Ensure that an accurate budget is in place for future projects

3. Streamline Scheduling of Capital Projects

4. Use your reserve study to more accurately review vendor bids

5. Help predict future capital costs

6. Easily plan, schedule, and coordinate repair & replacement projects

7. Comply with state law & statutes

8. Ensure that your current reserve funds will be sufficient to fund the future inflated cost of capital projects

Benefits of a Reserve Study:

1. Maintains Market Value of Property

2. Preserves Community Appearance

3. Assists in the Sale of Residence

4. Reduces Costs Associated with Deferred Maintenance

5. Equitable Cost Sharing Between Current & Future Owners

6. Maintain an accurate, detailed inventory of property assets

7. Provide a credible financial health disclosure to future buyers

8. Fulfill the legal responsibility of the board of directors

Interested in a Reserve Study Proposal?



A Transition Study documents the physical condition of a property and its infrastructure at the point in time at which a property transitions from developer-control to association-control. A Transition Study involves a thorough inspection of the property's common components to ensure that the property and its assets are delivered to the community in generally good condition, consistent with the age of the property, and that all systems, materials, etc. are installed and functioning as intended. Transition Studies identify components in need of repair or replacement, as well as provide associated costs for the replacement or remediation of the identified defects and deficiencies.

A Transition Study is one of the best ways to ensure that your development starts out on the right foot.

Why Have a Transition Study Conducted?

1. Ensure that the community is accepting a property in good condition

2. Identify any defects, problems, or deficiencies

3. Determine the cost to remedy all identified defects / deficiencies

4. Compile a detailed inventory of components that require attention

5. Hold developers / builders accountable for quality construction

6. Eliminate costs associated with unnecessary near-term capital projects borne by the community

7. Preserve reserve funds for future capital projects

Benefits of a Transition Study:

1. Serves as a Punch-List of outstanding work

2. Identifies improperly installed or constructed components

3. Provides an unbiased third-party opinion of property condition

4. Assists in fairly negotiating costs for repairs & remediation

5. Provides community with leverage in negotiations

6. Ensures that developers exit communities with a clean bill-of-health

7. Preserves community appearance

Interested in a Reserve Study Proposal?



A Condition Assessment Report helps owners and potential real estate investors better understand their properties by providing a clear, unbiased report of the condition of a property and its infrastructure. Condition Assessment Reports assess the state of a property and identify repairs to be made. Safety hazards, failed materials, deteriorated building components, and faulty building systems are documented, along with associated cost recommendations. A professional Condition Assessment Report can be critical in identifying risky investments.

Condition Assessment Reports can also be tailored to a specific capital project to document property conditions before and after the completion of an improvement project. Want to be sure that a project has been satisfactorily completed? Want to compare a property’s condition before and after an improvement project takes place? A professional Condition Assessment Report is an excellent means of documenting property conditions.

Why Have a Condition Assessment Report Conducted?

1. Conduct due diligence prior to real estate investments

2. Document observed concerns & building deficiencies

3. Reduce financial risk and liability

4. Identify serious defects and life safety issues

5. Lenders may require Condition Assessment Reports in order to define probable projects costs throughout the duration of a proposed loan

6. Identify ADA compliances issues

Benefits of a Condition Assessment Report:

1. Get a clearer picture of a property’s investment potential by considering both its current value as well as costs associated with future projects

2. Recommends immediate repairs to ensure occupant safety & comfort

3. Reduces deferred maintenance costs

4. Proactively plan projects and establish project funding

5. Forecasts current and future capital needs 6. Plan ahead for capital projects

Interested in a Reserve Study Proposal?