eBooks, Articles, & More

Communicating Reserve Study Results to Homeowners

Board members and managers sometimes ask us how to effectively communicate the results of their Reserve Study to homeowners, or how to “sell” the value of a Reserve Study to their homeowner members. So please see the template “open letter” we’ve created for you below.
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HOA Reserve Studies: What Happens & Why You Need Them

Reserve studies are a crucial tool that help HOAs plan effectively and avoid financial burdens. We’ll show you the true purpose of a HOA reserve study, how to overcome objections from other board members, and how to get one in the first place.
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Fund HOA Reserves: How to Fund a Condominium or Townhome

We’ll cover real-life examples of a townhome and a condo - so you can see how complete HOA reserve funding is done, right from the experts!
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Reserve Study Basics: Your First Guide to HOA Reserve Studies

A HOA reserve study is a professional analysis that assesses an HOA's current and future expenditure needs. Here's how it works in 2024!

What Components Should Be Funded By Reserves? | Reserve Study 101

What gets funded by reserves? See what components are included in a HOA reserve study and what your reserve fund cannot be used for!

Is it a Reserve Component (or a Capital Improvement)?

Interesting question, and not always clear. First we go to National Reserve Study Standards and the definition there of a Reserve component. A Reserve Component must pass all the following four tests: 1) that it is a common area maintenance responsibility 2) that it has a limited life 3) that it has a predictable remaining useful life 4) that it is above a minimum threshold cost of significance.