What Reserve Study Group does

Reserve Study Group is a Seattle-headquartered private consulting firm founded in 2010 that prepares reserve studies for homeowner associations, condominium associations, association management companies, and commercial property owners. The firm operates across 14 U.S. states through nine regional offices (Seattle, Portland, Salt Lake City, Madison, Nashville, Ponte Vedra, Concord NH, Fredericksburg, and Concord MA), with practitioners holding the Community Associations Institute (CAI) Reserve Specialist designation. Its core deliverable combines a physical analysis — an on-site visual inspection of common-area components — with a financial analysis producing a 30-year funding plan.

The company offers three study tiers: Level I full reserve studies with on-site inspection and complete component inventory; Level II updates with site visits that re-price existing components; and Level III desk-only updates relying on prior reports and current financial data. Pricing is project-based, ranging from approximately $1,200 for small communities with minimal shared elements to over $10,000 for large, complex properties with multiple buildings, pools, and elevators. A specialized Structural Integrity Reserve Study (SIRS) sub-product addresses Florida SB 4-D compliance for condominium buildings three stories or taller. Services are bundled with PropFusion Reserve Planner, an online client portal for accessing reserve study data and exploring funding scenarios.

The business runs a sales-led, consultative go-to-market targeting mid-market HOA and condo association boards. Lead capture relies on a website "Request a Proposal" form, a toll-free number, email inquiries, and a substantial content marketing presence — including 20+ blog articles and state-specific law guides across 13 states — designed to capture inbound traffic from boards researching reserve study requirements. Revenue is generated through multi-year project contracts, with the firm appearing to operate independently with no disclosed institutional ownership or venture backing.

Name

Reserve Study Group

Legal name

Reserve Study Group

Website

https://reservestudygroup.com

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

11–50 employees

Short description

Reserve Study Group is a Seattle-based consulting firm providing reserve studies for homeowner associations, condominium associations, and commercial property owners across 14 U.S. states, combining on-site inspections with 30-year financial planning.

Ownership category

akta.pro rank

Headquarters

HQ city

Seattle

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. Reserve Study Services: Professional consulting services providing reserve studies for HOA, condominium, and commercial property associations. Services include full reserve studies (Level I), updates with site visits (Level II), and desk updates without site visits (Level III). Revenue is project-based, with pricing dependent on property size, complexity, and study type required.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

Reserve Study Group provides professional reserve study consulting for community associations, combining a physical analysis (on-site visual inspection of common-area components) with a financial analysis (30-year funding plan). Services include Level I full reserve studies, Level II updates with site visits, and Level III desk updates without site visits. The firm also delivers Florida-mandated Structural Integrity Reserve Studies (SIRS) for condo buildings three stories or taller.

Product overview

Reserve Study Group offers a suite of reserve study services centered on its core professional reserve study consulting service for HOA, condominium, and commercial property communities. The primary offering combines a physical analysis (on-site visual component inspection) with a financial analysis (30-year funding plan) to help associations plan for major repair and replacement costs. As an add-on included with services, PropFusion Reserve Planner provides an online client portal for managing reserve study data and exploring funding plans. For Florida condominium associations managing buildings three stories or taller, a specialized Structural Integrity Reserve Study (SIRS) sub-product is offered to meet statutory requirements. The company operates across 14 U.S. states and serves homeowner associations, condominium associations, association management companies, and commercial property owners.

Differentiator

Problem solved

Functional benefit

Brands

• PropFusion Reserve Planner: Online platform for managing reserve study data, exploring funding plans, and accessing reserve study information digitally

Products and services

• Reserve Study Services Professional reserve study consulting for homeowner associations, condominium associations, association management companies, and commercial property owners, combining a physical analysis (on-site visual inspection of common-area components) with a financial analysis (30-year funding plan) to help communities plan for major repair and replacement costs. Includes Level I full studies, Level II updates with site visits, and Level III desk updates.
• Structural Integrity Reserve Study (SIRS) Specialized reserve study focused on evaluating the safety and structural soundness of key building components, required for Florida condominium buildings three stories or taller under Florida Senate Bill 4-D. Must be completed every 10 years and cannot be waived, covering structural components such as roofs, load-bearing walls, fireproofing, plumbing, and waterproofing.

Quantifiable outcome

• Avoids special assessments by planning for major repairs in advance
• +2 more outcomes

Named customers12 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Feature1 record

Scale indicators2 records

Recent moves4 records

Expansion highlights4 records

Direct peers

• Reserve Advisors: One of the largest national reserve study consulting firms in the U.S., serving HOAs, condominiums, and cooperatives. Directly comparable to RSG across service scope (Levels I–III), CAI standards compliance, and multi-state regional delivery model.
• Association Reserves: National reserve study firm focused exclusively on community associations, offering full and update reserve studies across multiple states. Closely mirrors RSG's HOA/condo customer base and CAI Reserve Specialist credentialing.
• Browning Reserve Group: California-headquartered reserve study firm serving HOAs, condo associations, and planned communities on the West Coast and beyond. Comparable service catalog (Levels I–III), statutory compliance expertise, and association-board go-to-market.
• Reserve Fund Studies: Independent reserve study consultancy serving community associations, with overlapping methodology (CAI standards, Levels I–III) and similar HOA/condo target market. Directly competes for mid-market association clients.
• Reserve Studies Inc. Regional-to-national reserve study provider serving condominium and homeowner associations. Comparable on service tiers, CAI compliance, and association-board sales motion.
• Capital Reserve Consultants: Specialized reserve study and capital planning firm serving community associations. Mirrors RSG's niche positioning, customer base, and reliance on CAI Reserve Specialist credentials.

Broad incumbents

• Criterium Engineers: National engineering and reserve study firm offering reserve studies as part of a broader property condition assessment and engineering services portfolio. Competes with RSG in the reserve study segment while operating at significantly larger scale across multiple service lines.
• FirstService Residential: Largest residential property management company in North America, managing thousands of HOAs and condominiums. While not a reserve study firm, it is a key buyer-channel that influences which reserve study providers its managed communities use.

Others

• Community Associations Institute (CAI): National trade association that sets the National Reserve Study Standards and awards the Reserve Specialist (RS) designation under which RSG's team is credentialed. Functions as the governing body whose standards define the addressable market.
• PropFusion: SaaS platform provider of the Reserve Planner tool bundled into RSG's services. Functions as both technology enabler and potential future standalone software competitor if it expands into direct-to-association reserve study tools.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/reservestudies
• LinkedInlinkedin.com/company/reservestudy

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 Reserve Study Group