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Global Solution Partners

Reserve Study

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Protect your community’s future with a professional Reserve Study designed to help your HOA maintain financial stability, plan for major repairs, and stay prepared for long-term capital expenses.

Compliance and Standards

Our Reserve Study report adheres to CAI National Reserve Study Standards and state regulations, is conducted by local Reserve Consultants, and is overseen by CAI Reserve Specialists to ensure the highest quality and compliance.

Commitment to Client Needs

Our detailed assessments support strategic decisions and risk management. Committed to our clients' needs, we ensure accurate reserve fund planning for lasting stability.

Strong Reserves. Stronger Communities.

Our global expertise and local approach ensure that each client receives exceptional service, customized to their specific context and needs.

Additional Services

Explore our wide array of additional offerings, including Structural Integrity Reserve Studies (SIRS), Milestone Inspections, Insurance Appraisals, Property Condition Assessments (PCAs), Transition Studies, and more, to meet all your community needs effectively.

Professional Reserve Study Services for Community Associations

Our Reserve Study services help community associations, HOAs, condominiums, and property managers plan confidently for future repair and replacement expenses through accurate, detailed financial and physical analysis.

We begin with a customized proposal tailored to your community’s specific needs. Once approved, a local Reserve Consultant performs an on-site property inspection to evaluate common area components and meet with your board or management team in person.

After receiving your completed questionnaire and project information, we deliver your initial Reserve Study report within 30 days. You’ll also receive access to our Funding Plan Scenario Calculator, along with a demo video designed to help you evaluate reserve funding options and future capital planning scenarios.

To ensure the final report meets your expectations, we include one complimentary revision prior to final delivery. If requested, our team can also attend one board meeting by teleconference to review the findings, explain recommendations, and answer questions.

All Reserve Studies are prepared in accordance with CAI National Reserve Study Standards and applicable state requirements. Every site inspection is completed by a local Reserve Consultant and reviewed by a CAI Reserve Specialist to ensure consistency, accuracy, and professional quality.

Once your questionnaire is complete, we promptly schedule your site visit and guide your association through a smooth and efficient Reserve Study process from start to finish.

Access to our exclusive Funding Plan Scenario Calculator

Receive exclusive access to our powerful Funding Plan Scenario Calculator for optimized financial planning.

Expert Specialists

Site work performed by a local Reserve Consultant and overseen by an expert CAI Reserve Specialist.

Prompt Report Delivery

Initial report delivered within 30 days of receipt of completed client questionnaire.

Level 1 Reserve Study

With Site Visit

  • Comprehensive property evaluation
  • Detailed site inspection
  • Inventory of components requiring future repair/replacement
  • Condition assessment of each component
  • Financial analysis for long-term maintenance planning
  • Strategic report on reserve funding and budgeting

Level 2 Reserve Study

With Site Visit

  • Comprehensive update of reserve study
  • Includes new site visit findings
  • Ensures accurate financial planning for maintenance/improvements
  • Offers detailed reports and strategic funding advice
  • Based on latest property conditions

Level 3 Reserve Study

Without Site Visit

  • Reserve study update based on previous data (within last 3 years)
  • Financial planning for maintenance and improvements without recent inspection
  • Utilizes existing reports and financial forecasts
  • Strategic reserve funding recommendations provided
  • Ideal for properties with minimal changes

How a Reserve Study Helps Reduce Special Assessments

A Reserve Study helps your association plan ahead financially, while a special assessment is often the result of not planning far enough in advance.

A professional Reserve Study evaluates the condition of your property’s common area components and estimates future repair and replacement costs. This allows your HOA, condominium association, or community association to gradually set aside reserve funds over time instead of facing large unexpected expenses.

By following a structured reserve funding plan, associations can keep budgets more predictable, maintain property values, and reduce financial surprises for homeowners.

A special assessment, on the other hand, is typically a one-time charge imposed when reserve funds are insufficient to cover a major repair, replacement project, or unexpected expense.

In short, a well-prepared Reserve Study helps minimize the likelihood of special assessments by providing a long-term financial roadmap that supports stable budgeting and proactive planning.

If your HOA has limited funds, we offer a Solution.

What is a Reserve Study?

Why would I need a Reserve Study?

Who does Global Solution Partners serve?

Why should I choose Global Solution Partners?

Plan ahead. Stay funded. Avoid surprises.