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Milwaukee, WI 53202
800-221-9882
A reserve study is a long-term capital planning tool that helps communities anticipate major repairs and replacements, and plan how to fund them over time.
But more importantly, it’s a decision-making framework for your board and management team.
Any community with shared assets—HOAs, condos, and planned developments—needs a structured plan to maintain them.
Every 3–5 years, or sooner if costs, conditions, or regulations change.
Unplanned expenses, special assessments, deferred maintenance, and declining property values.
A Reserve Advisors reserve study is designed to be both comprehensive and usable.
30-year funding plan
Cash flow projections
Reserve deficiency risk assessment
On-site asset evaluation
Remaining useful life estimates
Condition assessments
Prioritized project schedule
Component inventory
Expenditure forecasting
Visual Documentation
Detailed asset photography
Clear reporting formats
Supporting diagrams
Extend asset lifespan
Reduce long-term costs
Improve planning accuracy
This is where planning becomes protection. A well-built reserve study helps your community:
Without a clear plan, communities often react. With the right plan, they stay ahead.
A straightforward process, built for clarity:
Schedule a Consultation
We understand your property, goals, and current challenges.
Property Evaluation & Data Collection
Our engineers assess physical components and gather key data.
Financial Modeling
We build a 30-year funding strategy tailored to your property.
Report Delivery & Board Review
You receive a clear, actionable report and expert guidance from our team to apply it.
Rising costs, updated regulations, and changing property conditions can quickly impact how reliable your plan really is. A complimentary reserve study review helps you understand where things stand today.
We’ll help you determine:
More than a study, we’re your planning partner. That’s why our approach goes beyond the report, helping you navigate decisions, answer questions, and keep your plan on track over time.
Work with the same experts who prepared your study—available to walk through findings, support board discussions, and help you apply the plan as conditions evolve.
Plans are built on current cost data and real-world project experience, so funding strategies reflect today’s conditions, not outdated assumptions.
Standardized reporting across your properties, making it easier to manage, compare, and communicate across your portfolio.
Trusted by 20,000+ communities nationwide, with the experience to guide planning across a wide range of property types and complexities.
When your property includes shared assets that need ongoing care—roofs, roads, elevators, amenities—you need a clear plan to maintain them over time. We work with communities of all sizes, including:
Clear, defensible plans that support long-term stability.
Standardized reporting and scalable portfolio oversight.
Reserve studies for developer controlled communities to ensure reserves are in good standing when transitioning control to the board.
Strategic planning across complex, multi-property portfolios.
document the condition of each common asset
that help you understand project scope
to maximize the useful life of each asset
Typically every 3–5 years, or when conditions change.
They are based on current data and assumptions, but updated studies ensure continued accuracy.
Varies based on property size and complexity.
Communities risk special assessments, deferred maintenance, and declining property value.
Your community deserves more than a report. It needs a plan you can act on.
