We are a leading reserve and capital project consulting firm specializing in reserve studies, capital budgeting, and capital project funding consultation.

We're proud to serve you

01

Common Interest Developments (HOA)

02

Hotels, and Ownership Resorts

03

Private Membership Clubs

04

Municipalities

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Healthcare Campus

These are some of the clients we serve. View more to get a better understanding of what we can do for your organization.

Services

Reserve Studies

We provide reserve studies to all types of common interest developments, private clubs, municipalities, hotels, and more. Available since 1989, we are the only consultant in San Diego that uses the PRA System. This system is specifically designed to support HOAs/POAs in reserve management plans to ensure funds are available when needed for the long-term maintenance, refurbishment or replacement of reserve items. It is the only reserve management software that has been CPA evaluated for logic and accurate calculations.

Reserve Management Plans

We provide Reserve Management plans, which are a comprehensive process of reserve planning in collaboration with the Board of Directors and management company, to appropriately plan the capital budget needs of the entity over a 30-40 year funding cycle.

Capital Project Funding Solutions

Your experts in guiding you through capital improvements and financing solutions tailored to your community’s needs. Working directly with financial institutions to procure loans for capital improvement projects can be a long, complex, and often confusing process. Our experts work directly with the banks on your behalf, providing you with a local, direct resource to secure financing for your owners association.

Information on this site does not constitute as professional or financial advice, nor does any information on this site constitute a comprehensive or complete statement of the matters discussed or the law relating thereto. We are not an attorney, accountant or financial advisor or institution, nor are we implying so. It is recommended that you consult your legal counsel before entering into any contract. Please follow all local, state, and federal laws and regulations.

HOA Capital Financing Options

You have the idea for an improvement, we have the means to help. Let us fast track your options to getting connected with the right people.

Information on this site does not constitute as professional or financial advice, nor does any information on this site constitute a comprehensive or complete statement of the matters discussed or the law relating thereto. We are not an attorney, accountant or financial advisor or institution, nor are we implying so. It is recommended that you consult your legal counsel before entering into any contract. Please follow all local, state, and federal laws and regulations.

Insights

2/2/24

Adequate Reserves - Defined

Adequate reserves refer to a sufficient amount of funds or resources set aside by an organization to cover future expenses, liabilities, or unforeseen events.

11/15/23

Operating Expenses v. Reserve Expenses

Operating expenses and reserve expenses differ primarily in their timing and purpose.

9/7/23

Who needs a Reserve Study?

It’s best and some cases, required, for any organization, association, or institution that is responsible for maintaining common elements of that entity to have a reserve study conducted. This could include owners’ associations, universities, country clubs, churches and many more.

8/22/23

CID Reserve Expenses: What Gets Funded with Reserves, and What Doesn't

Reserves typically fund expenses and liabilities that are either anticipated or unexpected, providing financial security and stability to an organization. Here's what commonly gets funded with reserves and what doesn't.

Join Us

Join "A Reserve Company"

Are you an experienced Reserve Analyst or have a background in Capital Budgeting and Finance?

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