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Reserve Studies: delivering unbiased guidance that supports your community’s long-term physical and financial health

What is a Reserve Study?

A reserve study is a long-range capital planning tool that helps boards anticipate and prepare for the repair and replacement of their community’s common assets. A reserve study includes both an in-depth analysis of the property’s physical condition and a thorough examination of current reserve funds. The resulting reserve study report presents a prioritized schedule of capital projects and a reserve funding plan to offset future costs associated with repairing and replacing the common assets over the next 30-years.

Components of a Reserve Study

Executive Summary including key findings, prioritization of near-term capital projects, and projected reserve fund cash flow over the next 30-years.

Reserve Expenditures table that presents your entire component inventory and prioritizes each of your community’s capital projects in an easy-to-read format.

Reserve Funding Plan that meets your community’s future project needs and minimizes the risk of additional assessments.

A Comprehensive Report that delivers asset specific insights to enhance your ability to make informed decisions.

Roof Detail
Detailed photos

document the condition of each common asset

Project specific diagrams

that help you understand project scope

Preventative Maintenance
Recommended preventative maintenance activities

to maximize the useful life of each asset

Reserve Study Levels of Service

Reserve Study Levels
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
Takoma
Reserve Advisors never fails with the preparation for and delivery of an excellent reserve study. By far the report is detailed yet easy to read and understand. Stephen was great during a recent meeting with the Board, explaining the report in detail and answering all of their questions. Thanks for being a valuable resource to me as a Community Manager.
Terry Anderson, Community Manager

The Takoma Phoenix Condominium | Takoma Park, MD
View Reserve Study Sample Reports
Our easy-to-use Reserve Study includes detailed information not found in other reports.

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