Capital Reserve Consulting
As specialists in the arena of Reserve Studies and Capital Reserve Planning we also recognize that there may be times you don't need a new report, but simply need help understanding what the information in your last report is really indicating. Our consulting services are designed to help guide you through a proper analysis of results as third-party experts.
If you've had a Reserve Study prepared but have not gotten satisfactory insight into how to understand and work with it, let us know and we'll help guide your next steps.
Real Estate Agents
If you're a buyer's agent and want to bring significant added value for your clients who are considering buying into an HOA, hiring us to review and advise on the stability of that HOA's financial condition relative to Reserves can be invaluable. Special Assessments can be devastating to new buyers and we can help you, help them, avoid that disaster!
Unforeseen Special Assessments are a leading cause of foreclosure proceedings. Having an expert help you determine the risks involved relative to the HOA's financial position can help you make wiser lending decisions and help guide your buying client away from fiscal danger. We'd be happy to give expert insight into that stability or lack thereof during your next financing process.
Facilities Management Professionals
Whether you manage many municipal assets, a private school, church, retreat or worship facility, timeshare or other commercial property, there can be massive cost saving benefit in outsourcing periodic Capital Planning functions. We have experience in high-rises, resorts, municipal properties, universities and schools, concert and sporting venues and more. Let us help you design and plan a roadmap you can use continually for your planning needs.
Get in touch today for a free consultation.