Corporate Headquarters

735 N. Water Street, Suite 175

Milwaukee, WI 53202


Manage Your Community With Complete Confidence 

Thank You for Considering Reserve Advisors for Your Reserve Study Needs

We understand that capital planning is critical to maintaining the community that you serve. The following information will help you better understand our reserve study services and why our clients have entrusted us more than 29,000 times to create bright futures for their associations.

Cobb's Landing
Our lead engineer, Taylor, helped us feel secure and comfortable with the whole reserve study process. He was exceptionally patient in listening to our concerns and he made sure he understood key areas to be examined. Taylor provided information to guide us in using the study for our upcoming budget year. He was also available to answer questions after the study was completed to ensure we understood it all.
Jackie Stubba, Board Member at Pinnacle Association Neighborhood

Cobb’s Landing Community Association | Palm Harbor, FL

Guidance You Can Trust

We approach your reserve study with the firm understanding that your needs and priorities are truly unique. As your trusted consultant, you’re assured:

Personalized Service​

No two associations are the same, so we work diligently to understand your particular wants and needs, and develop solutions that are hyper-specific to your community.

Detailed Understanding

We deliver easy-to-use reports that communicate the current and future state of your reserve funds and capital project scheduling.

Continued Guidance

When you receive your report, we’re happy to attend a board meeting to communicate our findings on your behalf and answer any questions you may have. But we aren’t just by your side during the reserve study process - we’re available to your association and future stakeholders for years to come.

Frequently Asked Questions

Prior to starting the reserve study, our consultant reviews your community’s governing documents that identify what is association responsibility. However, it is not uncommon for the governing documents to not be specific enough to properly determine which common elements are maintained through the association’s reserve account. As such, our initial review is followed up with a discussion with management and/or the board about each of the common elements and whether they want them included in the reserve study. While the association is responsible for maintaining all of the common elements, there is some latitude for the board to choose how they maintain them, and from which budget, reserves or operating. Those that are funded through reserves are included in the reserve study.
We base our estimates of replacement costs from privately sourced data, our proprietary database of client project costs, the unique conditions of your property, and our unmatched cost-engineering experience. Our privately sourced data reflects only your prevailing local labor and material costs. Additionally, we consider additional costs related to demolition, mobilization, and your unique existing conditions. We also apply information from our proprietary database of thousands of replacement projects sourced from client projects. Many of which are specific to your area.
Several factors influence the necessary level of reserve funds. The age and condition of each common element that the Association is responsible for, maintenance practices, interest earned on reserve funds, as well as inflationary adjustments that directly affect future costs. The reserve study includes an analysis of each of these factors and provides recommended contributions that establishes and maintains an adequate level of reserves.
A reasonable minimum threshold reserve balance, or low point in the cash flow analysis, will vary and is property specific. Variables that we consider when developing a minimum threshold for your Association include property size, property type, property age, and the capital intensive nature of the Association’s expenditures during the threshold year and the years immediately following.

Your reserve study is an invaluable resource. As your long-term partner we want to ensure you understand the results of the report and recommendations for maintaining your Association’s common property. Our consultants are available to present our findings and recommendations to you and your Board. Furthermore, we understand that Boards change over time. Our team is also available for future stakeholders. If you have a question about the report or about a particular project, now or in the future, we encourage you to contact us.

Ready to Start Your Reserve Study?
Reserve Study Sample Reports
We had a very positive experience with our reserve study. Our engineer went the extra step; working with our board to make sure they fully understood the study and to answer their questions. Switching reserve study providers was a great decision for our community based on the quality of the report and the engineer assigned to our property.
Lori Davis, Association Manager
Preserve Crossing Condominium | Columbus, OH

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