Reserve Study Services

Comprehensive reserve planning services for HOAs, condominiums, and community associations. Every study is powered by ALX Reserve Cloud for data-driven accuracy and clear reporting.

Our Services

Choose the Right Study for Your Community

We offer a full range of reserve study services tailored to your community's needs, stage, and budget.

Level I

Full Reserve Study — With Site Inspection

A complete reserve study that includes an on-site inspection of all major common-area components, a detailed component inventory, remaining useful life estimates, replacement cost projections, and a multi-year funding plan.

Best for: Communities that have never had a reserve study, or communities due for a full update with a new site inspection.

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Level II

Reserve Study Update — With Site Inspection

An update to an existing reserve study that includes a new on-site inspection to verify current component conditions, updated cost projections, and a revised funding strategy.

Best for: Communities updating a study that is 3+ years old, or those that have experienced significant changes to common-area components.

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Level III

Reserve Study Update — No Site Inspection

A financial-only update to an existing reserve study. We revise cost projections, funding strategies, and timelines based on current financial data — without a new site visit.

Best for: Communities that need an interim update between full inspections, or those required by state law to update annually.

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Consulting

Funding Analysis & Consulting

Standalone funding analysis for communities that need help evaluating their reserve fund health, contribution rates, or special assessment alternatives.

Best for: Boards evaluating whether their current funding plan is adequate, or communities facing a potential special assessment.

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Transition

Transition Reserve Studies

Reserve studies prepared for communities transitioning from developer control to homeowner governance. These studies establish a baseline component inventory and funding plan for the newly independent association.

Best for: New communities nearing or entering the transition period from developer to homeowner control.

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Not Sure Which Service You Need?

Tell us about your community and we'll recommend the right scope of service — no obligation.

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What's Included

Every Reserve Study Includes

Regardless of the service level you choose, every ALX reserve study is built on the same foundation of quality, transparency, and modern technology.

Detailed Component Inventory

A complete catalog of major common-area components with condition assessments, useful life estimates, and replacement cost projections.

Multi-Year Funding Plan

A clear, year-by-year funding strategy that shows how reserve contributions map to projected expenditures over 20–30 years.

Board-Ready Report

A comprehensive report with clear charts, plain-language summaries, and structured recommendations your board can act on.

ALX Reserve Cloud Platform

Every study is built using our proprietary platform for data-driven accuracy, transparent assumptions, and efficient future updates.

Transparent Methodology

Every assumption, inflation rate, and lifecycle estimate is documented and traceable. You'll know where every number comes from.

Review & Walkthrough

We walk your board or management team through the findings, answer questions, and make sure every recommendation is understood.

Ready to Get Started?

Request a proposal for your community and we'll follow up with a tailored scope and quote.