Reserve studies aren’t really about spreadsheets — they’re about a board feeling confident in a decision that affects every owner for the next 30 years. Across 1,000+ communities, the thing we hear most isn’t “thank you for the numbers.” It’s “thank you for helping us understand them.” Here’s a closer look at a few of those communities.
Leisure World Arizona
The Situation
A large, established gated community with an extensive shared-asset inventory — golf, recreation centers, clubhouses, and miles of private streets. The board needed a reserve plan they could not only file, but actually explain and defend to thousands of residents.
What We Did
We built the study from a full on-site inspection of the community’s components, with replacement costs grounded in real Southwest pricing. Just as important, we met with the board in person several times — walking through the findings, answering every question, and modeling the funding scenarios together rather than handing over a PDF.
The Outcome
A funding plan the board genuinely understood and felt ownership of. Because we took the time to explain the why behind each recommendation, leadership could carry that confidence back to residents.
Casey was very professional and patient with our community and all the questions we threw at him. We now have a report that meets our needs.
La Casa de Cristo Lutheran Church
The Situation
A large church campus — sanctuary, classroom and office buildings, and facility systems — that leadership is responsible for stewarding for decades. They needed full documentation of future repair needs and a clear sense of what to set aside each year.
What We Did
We performed a thorough evaluation with complete documentation, then projected the campus’s financial needs across a full 30-year horizon. We met with church leadership in person to present the findings and explain why each recommendation mattered for the congregation’s long-term planning.
The Outcome
Leadership gained the insight to set aside the right financial resources, year by year, to meet future needs — replacing uncertainty with a documented, defensible plan.
Capital Reserve Analysts did a thorough and well done evaluation with full documentation for a capital reserve needed to meet future repair needs of our facility. The study informs us of annual financial needs required for a full 30 years. This gave us insight to set aside financial resources to meet those needs. Well done!
Cash Flow Capital Partners
The Situation
An investment real estate group that needed a reserve analysis precise enough to drive both annual budgeting and a long-term capital improvement strategy — not just a compliance document.
What We Did
We delivered a detailed report with a 30-year timeline of future reserve expenses, and met with the team to walk through how the findings translated into budgeting and capital decisions — including improvements that would reduce ongoing operating costs.
The Outcome
The study became a core planning resource: it informed the yearly budget, mapped future expenses, and identified capital improvements that lower long-term operating costs — and built an ongoing advisory relationship.
The detailed report we received from Capital Reserve Analysts was a major resource in creating our yearly budget and planning an informed timeline for our future reserve expenses over the next thirty years. The study gave us the insight to make capital improvements that will reduce our ongoing operating costs… We didn’t just receive quality data, we gained a relationship with a consummate professional who supports his work.
The Common Thread: We Show Up in Person
Across every one of these projects, the same thing made the difference. We didn’t email a report and disappear — we sat down with the board, presented the results face to face, and explained the recommendations until everyone understood not just what we advised, but why it mattered. That’s why boards trust the plan, adopt it, and call us back.
Communities & Organizations We’ve Served
A sample of the range of properties that trust Capital Reserve Analysts with their long-term capital planning. Tap or hover any card to learn more.
Sun City West
One of Arizona’s largest active adult retirement communities — golf, recreation centers, and extensive shared infrastructure.
Town of Fountain Hills
Long-term capital planning for public facilities — reserve analysis with public accountability.
Corral de Tierra Country Club
A private golf and country club — clubhouse, course infrastructure, and member amenities.
Explore what’s included in a reserve study or typical pricing.
Your Community Deserves the Same
Get a custom, flat-fee proposal — and a partner who’ll sit down with your board and make sure every recommendation makes sense. Most requests answered within one business day.
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