What The Management Trust does

The Management Trust is a US-based community association management and property services firm headquartered in Tustin, California, founded in 2005 and operating through nine regional offices across Arizona, California (multiple regions), Colorado, Montana, Nevada, Oregon, Washington, and Texas. The company serves more than 1,500 community associations nationwide, providing full-service HOA, condominium, planned community, builder/developer, rental, and Colorado Title 32 special district management. Its proprietary technology stack includes TrustLink for SSAE 116-compliant financial operations, the Vantaca property management platform, the Trust 360 homeowner-facing platform integrated with Thumbtack and Tend Home Warranty, and Text Trusty as an SMS-based communication channel for board and homeowner interaction.

The firm generates revenue primarily through recurring management fees from community associations, supplemented by standalone financial management services, rental management delivered through a channel partnership with Goetz Manderley in the California Central Coast, special district management fees, and project-based fees from builders and developers for community setup, governing document preparation, reserve studies, and post-sale transition support. Pricing is quote-based and negotiated at the community or association level rather than published as tiered SKUs, reflecting the bespoke nature of community management engagements. The go-to-market model is enterprise field sales executed through the regional office network, targeting HOA boards, property developers, and municipal-style special districts.

The Management Trust is uniquely structured as 100% employee-owned, a position it highlights as the only such arrangement in the US property services sector, with William B. Sasser serving as President. Headcount is reported in the 501–1,000 range, and operations are distributed across multiple states with no disclosed venture capital, private equity, or institutional ownership layer above the company.

Name

The Management Trust

Legal name

The Management Trust

Website

https://managementtrust.com

Company type

Private

Founded year

2005

Operating status

Operating

Headcount range

501–1,000 employees

Short description

The Management Trust is a 100% employee-owned US community association management firm serving 1,500+ HOAs, condo associations, planned communities, special districts, builders, and rental property owners across 8+ states through nine regional offices and its proprietary TrustLink and Trust 360 platforms.

Ownership category

akta.pro rank

Product category

Community Association Management

NAICS

Residential Property Managers (531311), Real Estate Property Managers (53131), Services to Buildings and Dwellings (5617)

SIC

Real Estate Agents & Managers (For Others) (6531), Services-To Dwellings & Other Buildings (7340)

akta.pro primary industry

HOA / Condominium Association Management (BPAJAFAH)

akta.pro secondary industries

Association Compliance, Governance & Board Support Services (BPAJAHAN), Association Maintenance, Vendor & Capital Project Management (BPAJAHAM), Master-Planned Community & POA Management (BPAJAHAD)

Keywords

• Community association management
• HOA management services
• Property management services
• Special district management
• Rental property management

Headquarters

HQ city

Tustin

HQ country

United States

HQ region

North America

Offices9 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Community Association Management: Full-service property management for HOAs, condo associations, and planned unit developments. Services include financial management, maintenance coordination, governance guidance, vendor management, and administrative support. Revenue generated through management fees charged to community associations.
2. Financial Management Services: Standalone financial management services offered independently to community associations requiring only financial operations. Includes statement preparation, record keeping, fund management, collections, budget preparation, and audit coordination. SSAE 116 compliant operations using TrustLink software.
3. Rental Management: Property management services for residential and commercial rental properties, particularly in the California Central Coast region through Goetz Manderley partnership. Includes full-service management, leasing, and placement services.
4. Special District Management: Management services for special districts including sanitation, water, and other municipal-style districts. Applies community-focused management approach to public infrastructure and services.
5. Builder and Developer Services: Comprehensive services for developers and builders including HOA setup, governing document consultation, budget preparation, reserve studies, risk management, community staffing, lifestyle programming, vendor partnerships, and post-sale support including home warranty work and construction support.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels8 records

Core offering

The Management Trust provides full-service community association management for homeowner associations, condominium associations, planned unit developments, master planned communities, and special districts, encompassing financial management, maintenance coordination, vendor management, governance guidance, and administrative support. The firm also delivers rental property management (including via a Goetz Manderley partnership on the California Central Coast), hospitality and resort-style community management, and pre-development/transition services for builders and developers, all backed by proprietary financial software (TrustLink) and a homeowner-facing platform (Trust 360).

Differentiator

Problem solved

Functional benefit

Brands

• Trust 360: A homeowner-focused platform dedicated to supporting the homeowner journey, from move-in, through the necessities of ongoing maintenance and repairs, to the crucial peace of mind offered by robust home warranties, and far beyond. It is a dedicated, all-encompassing partner in homeownership.

Products and services

• Community Management
• Financial Management Services
• Rental Management
• Special District Management
• Hospitality, Resort and Full-Service Community Management
• Builder and Developer Services
• Trust 360 Homeowner Platform Homeowner-facing platform that supports the homeowner journey from move-in through ongoing maintenance, repairs, and home warranty coverage, integrating with Thumbtack for service professional discovery and Tend Home Warranty for appliance and systems protection.

Quantifiable outcome

• 1,500+ community associations served nationally

Named customers5 records

Segments7 records

Ideal customer profiles6 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Feature4 records

Partnerships

Three partnerships are on record, tiered core.

• ThumbtackcoreTechnology or IntegrationThumbtack partnership provides Trust 360 platform users with access to local service professionals including handymen, movers, cleaners, landscapers, and personal trainers. Homeowners can find and hire vetted professionals for furniture assembly, TV mounting, deep cleaning, landscaping, plumbing repairs, electrical work, and home improvement projects. The partnership enables The Management Trust to offer comprehensive home services without building internal service capabilities.
• Tend Home WarrantycoreTechnology or IntegrationTend Home Warranty partnership offers homeowners protection against wear and tear expenses for appliances and in-home systems not covered by homeowners insurance. Coverage includes HVAC, plumbing, electrical systems, and water heaters. The partnership provides Trust 360 platform users with warranty options to protect their home investment against unexpected breakdowns and costly repairs.
• Goetz ManderleycoreChannel Partner/ Reseller/ DistributorGoetz Manderley partnership extends The Management Trust's rental property management services to the California Central Coast region. Services include full-service property management, residential rental management, commercial leasing and rentals, financial and physical management, and placement services for property investment owners.

Scale indicators2 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Community Management Group: Mid-sized community association management provider offering HOA, condominium, and developer transition services — directly comparable in scale and service scope, often competing for the same regional RFPs.
• Premier Community Management: Regional community association management firm providing HOA, condominium, and rental management services — closely aligned with TMT's service mix and customer segments, typically competing for the same mid-market board contracts.
• FirstService Residential: Largest residential property and HOA management company in North America, serving thousands of community associations with a full suite of financial, maintenance, and governance services — the most direct competitor to TMT across the same product categories.
• Associa: National community association management firm offering HOA, condominium, and developer services with proprietary technology platforms — directly comparable in service mix to TMT, with substantially larger geographic coverage.
• CAMS (Community Association Management Services): Specialist HOA and community association manager focused on the Southeast US, with comparable service offerings spanning financial management, maintenance, and board support — a strong operational analog to TMT's regional model.
• Cardinal Group Management: Multi-state property and community management company serving HOAs, condominium associations, and mixed-use communities — overlapping service catalog and mid-market positioning with TMT.
• RealManage: PE-backed community association management company operating across multiple states with HOA, condominium, and developer services — directly comparable service portfolio with broader geographic reach than TMT.

Others

• Vantaca: HOA and community association management software platform already used by TMT as part of its technology stack — adjacent ecosystem player whose own services could substitute for or compete with TMT's TrustLink financial software.
• AppFolio: Cloud-based property management software platform used by TMT's Goetz Manderley rental management arm — adjacent technology enabler whose expansion into HOA functionality could pressure TMT's homeowner-facing platforms over time.

Regional players

• KW Property Management & Consulting: Large Florida-focused HOA and condominium management firm with high-rise and luxury community expertise — comparable service model but concentrated in a geography where TMT does not currently operate.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/managementtrust
• YouTubeyoutube.com/playlist?list=PLTPyTPRasqFbh5cJt2-P3L23aunAHk0vO
• Facebookfacebook.com/managementtrust
• LinkedInlinkedin.com/company/the-management-trust
• Instagraminstagram.com/managementtrustcommunities
• Pinterestpinterest.com/managementtrust

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about The Management Trust