Acquisition Planning
- Services
- Tax Appraisal Appeal
- Construction Development
- Hotel Renovation Consulting
- Campus Asset Advisors
- Building Revenue Assessment
- Property Condition Assessment
- Environmental Site Assessment
- Capital Needs Assessment
- Capital Reserve Study
- Cost Segregation Study
- Triple-Net Lease Inspection
- Equity PCA
- Facility Condition Assessment
- Commercial Building Inspection
- Construction Loan Monitoring
- 203k Consultants
- Grease Trap Inspection
- Property Portfolio Review
- Commercial Energy Audit
- Commercial Inspection Training
- …
- Services
- Tax Appraisal Appeal
- Construction Development
- Hotel Renovation Consulting
- Campus Asset Advisors
- Building Revenue Assessment
- Property Condition Assessment
- Environmental Site Assessment
- Capital Needs Assessment
- Capital Reserve Study
- Cost Segregation Study
- Triple-Net Lease Inspection
- Equity PCA
- Facility Condition Assessment
- Commercial Building Inspection
- Construction Loan Monitoring
- 203k Consultants
- Grease Trap Inspection
- Property Portfolio Review
- Commercial Energy Audit
- Commercial Inspection Training
Acquisition Planning
- Services
- Tax Appraisal Appeal
- Construction Development
- Hotel Renovation Consulting
- Campus Asset Advisors
- Building Revenue Assessment
- Property Condition Assessment
- Environmental Site Assessment
- Capital Needs Assessment
- Capital Reserve Study
- Cost Segregation Study
- Triple-Net Lease Inspection
- Equity PCA
- Facility Condition Assessment
- Commercial Building Inspection
- Construction Loan Monitoring
- 203k Consultants
- Grease Trap Inspection
- Property Portfolio Review
- Commercial Energy Audit
- Commercial Inspection Training
- …
- Services
- Tax Appraisal Appeal
- Construction Development
- Hotel Renovation Consulting
- Campus Asset Advisors
- Building Revenue Assessment
- Property Condition Assessment
- Environmental Site Assessment
- Capital Needs Assessment
- Capital Reserve Study
- Cost Segregation Study
- Triple-Net Lease Inspection
- Equity PCA
- Facility Condition Assessment
- Commercial Building Inspection
- Construction Loan Monitoring
- 203k Consultants
- Grease Trap Inspection
- Property Portfolio Review
- Commercial Energy Audit
- Commercial Inspection Training
Capital Reserve Study
A Reserve Study or Reserve Analysis is similar to a PCA and CNA and is guided by the APRA Standards. To forecast budgeting and maintain property value, several states require and advise homeowners associations (HOA's) and apartment communities to perform regular capital reserve studies, with rotating inspections. Our Reserve Study meets and exceeds those requirements.
Financial planning affects property management. Our goal is future costs forecasts, immediate repair or maintenance needs, and capital reserve fund analysis, particularly on parking lots, site amenities, flatwork, exterior lighting, monument signs, building exteriors, and common spaces. These services aid long-term planning, infrastructure maintenance, and regulatory compliance.
Are you looking at reserve funds, replacement costs, budgeting, and risk managment? Take the work off your desk and send it to us. We are specialized in physical analysis and financial analysis.
WBTreece Consultants is fully trained and certified to assess multi-family properties in Raleigh NC, Charlotte NC, and across the US and provide a comprehensive Capital Reserve Study. We follow the industry accepted standards of ASTM E2018 and CCPIA.
Read more about best practices for Capital Reserve Studies, or visit APRA to learn more.
Our Capital Reserve Studies
How the Reserve Study Works
Start to Finish
1Contact
Send us what you need.
2Setup
We handle all the paperwork.
3Visit
We visit the site within 7 days.
4Report
We send reports within 14 days.
View the APRA Reserve Study Standards Now
Financial Analysis for HOA and Multifamily Properties
Download the CAI Best Practices
Capital Reserve Studies from the Community Associations Institute
Services
Phase 1 Environmental Site Assessment
Capital Reserve Study
Cost Segregation Study
Facility Condition Assessment
Commercial Building Inspection
Construction Loan Monitoring
Commercial Electrical Audit
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*All communications, services, and assessments are performed under private trust arrangements.*
Not subject to laws and codes.
Non-commercial, non-federal, non-martial, non-statutory, without United States.