Capital Reserve Analysts
Capital Reserve Analysts is an independent Chandler, Arizona-based consultancy founded in 2012 that delivers flat-fee reserve studies and long-range capital planning for HOAs, condominium associations, high-rise buildings, commercial properties, and private clubs across Arizona, New Mexico, California, and Texas.
- Company typePrivate
- Founded2012
- HeadquartersChandler, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Capital Reserve Analysts does
Capital Reserve Analysts is an independent, privately held consulting firm founded in 2012 in Chandler, Arizona, specializing in reserve studies and long-range capital planning for homeowners associations, condominium associations, high-rise residential buildings, commercial properties, and institutional facilities across the Southwestern United States. Its core product is a custom-built reserve study comprising on-site physical inspection, full component inventory, percent-funded analysis grounded in a proprietary Southwest-specific cost database (reflecting Arizona sun, monsoon, and desert soil conditions), and a 30-year funding plan delivered via in-person board presentation with what-if scenario modeling. The firm also offers commercial property condition assessments and due diligence services, long-range capital planning for golf courses and private clubs, and a freemium Excel-based reserve study software (free tier; $25 premium on Etsy) targeted at smaller HOAs.
The business model is primarily professional services on a flat-fee basis, with engagement prices ranging from approximately $1,500 to $6,000+ depending on community size and complexity; updates with site visits are priced 30-50% below full studies. Go-to-market combines direct proposal requests (website form, direct analyst phone line, one-business-day response), active instructor presence in Community Associations Institute (CAI) and Arizona Association of Community Managers (AACM), educational workshops and luncheons, content marketing through a company blog, and SEO targeting Arizona, New Mexico, California, and Texas. The five-person partnership team — Managing Partner Casey Arnett, Partner Gannon Conway, Senior Project Engineer Vern Pierce, and Project Managers Jancy Lamb and Brigham Madsen — brings cross-disciplinary expertise spanning finance, engineering, accounting, and construction-cost estimating, with cumulative experience exceeding 1,000 studies and board presentations. The firm is founder-owned with no external investment, no parent company, and no disclosed revenue or headcount growth signals after 2016.
Capital Reserve Analysts firmographics
Firmographics- Name
- Capital Reserve Analysts
- Legal name
- Capital Reserve Analysts
- Website
- https://azreserveanalysts.com
- Company type
- Private
- Founded year
- 2012
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Capital Reserve Analysts is an independent Chandler, Arizona-based consultancy founded in 2012 that delivers flat-fee reserve studies and long-range capital planning for HOAs, condominium associations, high-rise buildings, commercial properties, and private clubs across Arizona, New Mexico, California, and Texas.
- Ownership category
- akta.pro rank
Capital Reserve Analysts industry classification
Industry- Product category
- Reserve Study and Capital Planning Services
- akta.pro primary industry
- Association Accounting, Budgeting & Financial Reporting Services (BPAJAHAL)
Keywords
Where Capital Reserve Analysts is headquartered
LocationHeadquarters
- HQ city
- Chandler
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Capital Reserve Analysts business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Professional Reserve Studies: Full reserve studies built from scratch with on-site inspection, component inventory, financial analysis, and 30-year funding plan. Pricing ranges from $1,500-$6,000+ depending on community size and complexity. Updates with site visits cost 30-50% less than full studies.
- Free Reserve Study Software (Freemium): Free version with reserve fund analysis for up to 5 line items and 20-year forecast. Premium version available on Etsy for $25 with unlimited reserve items, 30-year forecast, and funding plan table.
- Commercial Property Services: Commercial property inspections, due diligence services, and property condition assessments for commercial real estate clients.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| One time/ perpetual license | Multi-year contract | Small HOA (under 100 homes, minimal common areas) |
| One time/ perpetual license | Multi-year contract | Mid-size planned community |
| One time/ perpetual license | Multi-year contract | Condominium association |
| One time/ perpetual license | Multi-year contract | High-rise / large master-planned community |
| One time/ perpetual license | Multi-year contract | Update with site visit |
| One time/ perpetual license | Multi-year contract | Update without site visit |
| Freemium | Pay-as-you-go | Free Reserve Study Software |
| Subscription | Pay-as-you-go | Premium Reserve Study Software (Etsy) |
Go-to-market motion3 records
Distribution channels3 records
Marketing channels5 records
Capital Reserve Analysts product offering
Product offeringCore offering
Capital Reserve Analysts performs on-site reserve studies and capital planning analyses for HOA, condominium, high-rise, and private club communities across the Southwest. Each study includes a full component inventory, current replacement costs based on local Southwest pricing, percent funded analysis, a 30-year funding plan, and an in-person board presentation with what-if scenario modeling. The firm also offers commercial property inspections, due diligence, and condition assessments, alongside a free Excel-based reserve study planning tool.
Product overview
Capital Reserve Analysts offers a suite of reserve study and capital planning products centered around their core Reserve Studies service for HOAs and condominiums. The product portfolio includes Commercial Services (property inspections and due diligence), Free Reserve Study Software (Excel-based planning tool with free and premium tiers), and Long-Range Capital Planning for golf courses and private clubs. All services emphasize independent analysis, local Southwest pricing, and board-presentable reporting.
Differentiator
Problem solved
Functional benefit
Products and services
- Reserve Studies Long-range capital planning studies for HOA, condominium, high-rise, and private club communities. Includes on-site inspection, full component inventory, percent funded analysis, 30-year funding plan, board presentation, and ongoing support.
- Commercial Services Commercial property inspections, due diligence checklists, and property condition assessments for commercial real estate, educational facilities, and other organizations requiring long-term capital planning.
- Long-Range Capital Planning Strategic planning services for golf courses and private clubs to define long-term goals and identify resources needed for capital improvements.
- Free Reserve Study Software Excel spreadsheet tool for smaller HOAs to calculate percent funded levels, forecast reserve expenses over a 20-year horizon, view a Fully Funded Balance table, and apply what-if scenarios. Premium version (sold on Etsy for $25) extends the tool to unlimited reserve items with a 30-year forecast and full funding plan table.
Quantifiable outcome
- Typically 30-35% of associations nationwide are at or above the 70% funded mark
- +1 more outcomes
Companies that use Capital Reserve Analysts
Customer profileNamed customers7 records
Segments6 records
Ideal customer profiles3 records
Capital Reserve Analysts technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
Capital Reserve Analysts partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered core and minor.
- Community Associations Institute (CAI)coreActive member of CAI with team members serving as instructors for courses and workshops on reserve studies. Provides educational resources and standards (National Reserve Study Standards) that guide company methodology. Affiliation listed on website footer.
- Arizona Association of Community Managers (AACM)coreActive member of AACM with team members teaching courses and workshops on reserve studies. Industry organization representing community managers in Arizona.
- Community Associations NetworkminorListed as a useful resource link on company website. Public internet resource for community associations and the people and firms that work with them.
- American Resort Development Association (ARDA)minorListed as a useful resource link on company website. Washington D.C. based trade association representing the vacation ownership and resort development industries.
Scale indicators3 records
Recent moves3 records
Expansion highlights5 records
Capital Reserve Analysts competitors and assessment
Company assessmentDirect peers
- Reserve Advisors: One of the largest US reserve study firms, providing HOA, condominium, and commercial reserve studies with a national footprint. Directly competes on the same flat-fee, standards-driven engagement model Capital Reserve Analysts offers in the Southwest.
- Miller Dodson Associates: National reserve study firm serving HOAs, condominiums, and cooperatives; publishes industry benchmark data on association funding levels. Closely comparable business model and methodology, competing for the same community-manager RFPs.
- Association Reserves: Regional/national reserve study firm offering level I–III studies for HOAs, condominiums, and clubs. Competes on identical service taxonomy and pricing range, and often short-listed alongside Reserve Advisors.
- Criterium Engineers: Franchised engineering network providing property condition assessments, reserve studies, and transition studies for HOAs and commercial properties. Directly comparable on commercial PCA work and multi-state deliverability.
- J. Brown Advisor Group: California-based firm performing reserve studies and transition studies for HOAs and planned communities, with emphasis on board-presentable outputs. Comparable focus on the Western US and high-end community managers.
- Kilp Companies: Texas/Southwest firm providing reserve studies and capital planning to HOAs, with several in-house reserve specialists. Geographic overlap and comparable full-study + update pricing model.
- Solution Industries: Independent reserve study and consulting firm serving community associations across multiple US regions. Comparable service scope and target buyer (board managers / managers-of-managers).
Others
- Community Associations Institute (CAI): National trade body that publishes the National Reserve Study Standards underpinning CRA's methodology, and runs the credentialing pipeline for reserve specialists. Ecosystem participant rather than competitor.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Capital Reserve Analysts social profiles
Digital presenceCapital Reserve Analysts financial estimates
Financial estimateRevenue estimate
Valuation estimate
Capital Reserve Analysts leadership team
Management profileNumber of profiles
Profiles5 records
Capital Reserve Analysts funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Capital Reserve Analysts M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Capital Reserve Analysts
What does Capital Reserve Analysts do?
Capital Reserve Analysts performs on-site reserve studies and capital planning analyses for HOA, condominium, high-rise, and private club communities across the Southwest. Each study includes a full component inventory, current replacement costs based on local Southwest pricing, percent funded analysis, a 30-year funding plan, and an in-person board presentation with what-if scenario modeling. The firm also offers commercial property inspections, due diligence, and condition assessments, alongside a free Excel-based reserve study planning tool.
Is Capital Reserve Analysts a public or private company?
Capital Reserve Analysts is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Capital Reserve Analysts founded?
Capital Reserve Analysts was founded in 2012. It employs 1 to 10 people.
Where is Capital Reserve Analysts based?
Capital Reserve Analysts is headquartered in Chandler, United States, in the North America region.
How does Capital Reserve Analysts make money?
Three revenue lines are on record. Professional Reserve Studies are the primary driver. The others are free Reserve Study Software (Freemium) and commercial Property Services.
Who are Capital Reserve Analysts's main competitors?
Direct peers on record are Reserve Advisors, Miller Dodson Associates, Association Reserves, Criterium Engineers, J. Brown Advisor Group, Kilp Companies and Solution Industries. Community Associations Institute (CAI) is listed as an others.
Does Capital Reserve Analysts have an API?
No public API is recorded for Capital Reserve Analysts.
What industry is Capital Reserve Analysts in?
Capital Reserve Analysts's product category is Reserve Study and Capital Planning Services. Its primary akta.pro industry code is BPAJAHAL, Association Accounting, Budgeting & Financial Reporting Services.