How It Works

A clear, professional process from initial consultation to completed reserve study. No surprises — just thorough analysis and transparent reporting.

Our Process

From Consultation to Completed Study

Every engagement follows a structured, transparent process designed to deliver the best results for your community.

1

Initial Consultation

We start by learning about your community. Tell us about your property type, the number of units, the age of your infrastructure, and whether you have an existing reserve study. We'll recommend the right scope of service and provide a clear proposal.

  • Review of prior reserve studies (if any)
  • Community profile and property type assessment
  • Scope and timeline discussion
  • Clear, no-obligation proposal
2

On-Site Inspection

For studies that include a site visit, our team conducts a thorough evaluation of all major common-area components — roofing, paving, mechanical systems, building envelope, amenities, and more. We document current conditions, note maintenance history, and photograph key components.

  • Comprehensive walk-through of all common areas
  • Component condition assessment and photography
  • Maintenance history review with on-site staff
  • Identification of deferred maintenance items
3

Component Analysis & Cost Modeling

Using ALX Reserve Cloud, we build a detailed component inventory with estimated useful life, remaining useful life, and projected replacement costs. Our platform models multiple funding scenarios so your board can see how different contribution strategies affect long-term fund health.

  • Detailed component inventory with lifecycle data
  • Current and projected replacement cost estimates
  • Multiple funding scenario modeling
  • Inflation and interest rate sensitivity analysis
4

Financial Analysis & Funding Strategy

We analyze your current reserve fund balance, annual contributions, and projected expenditures to develop a recommended funding plan. You'll see exactly how contributions map to future needs — with full transparency into the assumptions behind every number.

  • Current fund balance and contribution analysis
  • Percent-funded calculation
  • Recommended contribution schedule
  • Special assessment risk evaluation
5

Report Delivery & Review

You receive a comprehensive reserve study report designed for clarity. We walk your board or management team through the findings, answer questions, and ensure you understand every recommendation. Your report is built to be actionable, not just compliant.

  • Board-ready PDF report with executive summary
  • Clear charts and visual projections
  • Live walkthrough with your board or manager
  • Follow-up support for questions
Expectations

What You Can Expect

When you work with ALX Community Reserve Studies, here's what you can count on.

Clear Timeline

We provide a realistic timeline upfront and keep you informed throughout the process. Most studies are completed within 4–8 weeks depending on scope and scheduling.

Responsive Communication

You'll have a dedicated point of contact throughout the engagement. Questions are answered promptly and thoroughly.

No Surprises

Our proposals clearly outline scope, pricing, and deliverables. There are no hidden fees and no ambiguity about what you're getting.

Start Your Reserve Study Today

Tell us about your community and we'll provide a tailored proposal with clear scope, timeline, and pricing.