Who We Are

Independent. Local. Experienced. These values set us apart as an Arizona Reserve Study Company. We specialize in developing accurate, easy-to-read Reserve Studies for Homeowners Associations (hoa) and Condominium Associations.

What Is A Reserve Study?

A Reserve Study is a budget planning tool that identifies the current status of Reserve Funds and recommends a stable and equitable Funding Plan to offset future costs for repairs and replacements of physical assets.

Do Water Lines Belong In A Reserve Study?

Do Water Lines Belong In A Reserve Study?

When deciding whether a common area item belongs in a reserve study, refer to The National Reserve Study Standard four-part test: Is this item Association responsibility? Does this item have a limited useful life expectancy? Does this item have a predictable remaining useful life? Is the cost above a minimum threshold? Part 1: See your…

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How to Read A Reserve Study in 3-Steps

How to Read A Reserve Study in 3-Steps

Over the years we’ve helped hundreds of clients prepare and plan for future expenditures with Reserve Studies. Reserve Studies serve as a “Road Map” to guide an association through the ups and downs of the uncertain future. However, understanding a Reserve Study is not always the easiest thing to do. Most Reserve Studies are approximately…

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Should your HOA borrow from The Reserve Fund?

Should your HOA borrow from The Reserve Fund?

Should your HOA borrow from the Reserve fund? The short answer to this question is, “It depends.” In this article, we discuss the advantages (if any) and disadvantages of borrowing from the reserve account. Every state has different rules regarding borrowing from the reserve account. For example, in California it is possible to borrow from…

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Capital Improvements vs Reserve Fund Expenses

Capital Improvements vs Reserve Fund Expenses

Capital Improvements: Capital improvements are projects where a new asset is added to the community. It is a project that, once installed, will then create operating expenses and future reserve expenses. A good example of a capital improvement type expense would be the installation of tennis courts when they do not already exist. Capital improvement…

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7 things you should know hoa reserve funds

7 things you should know hoa reserve funds

Laws regarding Reserve Funding Levels, Reserve Studies and Reserve Contributions differ from state to state. Reserve Study Laws and Reserve Funding Legislation vary by state. Click here for an interactive map and complete list of Reserve Study laws by state. In the absence of specific legislation regarding Reserve Funding, associations should refer to their governing…

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