Our Services
What can we do for you
Service
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Site Visit
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Updated
Measurements -
Updated
Component List -
Condition
Assesment -
Photographs
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Financial
Analysis -
Fee for Service
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Description
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Site Visit
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Updated Measurements
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Updated Component List
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Condition Assesment
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Photographs
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Financial Analysis
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Fee for Service
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Description
We complete a thorough walkthrough of your property and take physical measurements and counts of components. Our reserve study analyst will perform a condition assessment and estimate the useful life of assets. After completing a financial analysis, your reserve study report will include a recommended reserve funding plan. Our highest level of service gives you the most detailed and comprehensive site inspection and reporting available.
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Site Visit
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Updated Component List
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Updated Measurements
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Condition Assesment
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Photographs
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Financial Analysis
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Fee for Service
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Description
We conduct a site visit and perform a condition assessment of all components at this level of service. We walk through the property during a site visit to identify assets, identifying assets excluded from the inventory list. We do not update measurements or perform physical counts of components at this level of service, relying on amounts provided by management or a previous reserve study. Our reserve study report will present a recommended reserve funding plan.
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Site Visit
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Updated Measurements
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Updated Component List
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Condition Assesment
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Photographs
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Financial Analysis
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Free for Serivice
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Description
At this level of service, we update the reserve funding plan by bringing the financial analysis up to date, with changes to inflation and interest rate assumptions and as updating the useful life and cost of the individual components. While not having condition assessment reporting or a detailed photo inventory, the reserve study report will still contain the same detailed financial analysis found at our higher service levels. All work is conducted off-site at this service level.
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Site Visit
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Updated Measurements
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Updated Component List
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Condition Assesment
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Photographs
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Financial Analysis
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Fee for Service
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Description
Some property owners may need a statutory reserve study or structural integrity reserve study. These services may require specific formatting, components, or units of measure. The services may not be available in all jurisdictions and we only perform these services on a limited basis due to the increased liability and depending on the specific requirements.
We offer to consult at an hourly rate for special projects or professional guidance.
Reserve Study Report
Get an idea of what we do
You can see a sample of our report, how the whole process works, and even get an idea of our fees for service.