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Acquisition & Planning

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    • Equity PCA
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    • Cost Segregation Study
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  • …  
    • Home
    • Services 
      • Equity PCA
      • WBTreece Construction
      • Campus Asset Advisors
      • Building Revenue Assessment
      • Capital Needs Assessment
      • Hotel Renovation Consulting
      • Property Condition Assessment
      • Environmental Site Assessment
      • Capital Reserve Study
      • Cost Segregation Study
      • Triple-Net Lease Inspection
      • Facility Condition Assessment
      • Commercial Building Inspection
      • Construction Loan Monitoring
      • 203k Consultants
      • Grease Trap Inspection
      • Property Portfolio Review
      • Commercial Energy Audit
      • Structural Assessment
      • Commercial Inspection Training
    • Projects
    • About
    • Contact Us
Call Now
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Acquisition & Planning

  • Home
  • Services 
    • Equity PCA
    • WBTreece Construction
    • Campus Asset Advisors
    • Building Revenue Assessment
    • Capital Needs Assessment
    • Hotel Renovation Consulting
    • Property Condition Assessment
    • Environmental Site Assessment
    • Capital Reserve Study
    • Cost Segregation Study
    • Triple-Net Lease Inspection
    • Facility Condition Assessment
    • Commercial Building Inspection
    • Construction Loan Monitoring
    • 203k Consultants
    • Grease Trap Inspection
    • Property Portfolio Review
    • Commercial Energy Audit
    • Structural Assessment
    • Commercial Inspection Training
  • Projects
  • About
  • Contact Us
  • …  
    • Home
    • Services 
      • Equity PCA
      • WBTreece Construction
      • Campus Asset Advisors
      • Building Revenue Assessment
      • Capital Needs Assessment
      • Hotel Renovation Consulting
      • Property Condition Assessment
      • Environmental Site Assessment
      • Capital Reserve Study
      • Cost Segregation Study
      • Triple-Net Lease Inspection
      • Facility Condition Assessment
      • Commercial Building Inspection
      • Construction Loan Monitoring
      • 203k Consultants
      • Grease Trap Inspection
      • Property Portfolio Review
      • Commercial Energy Audit
      • Structural Assessment
      • Commercial Inspection Training
    • Projects
    • About
    • Contact Us
Call Now
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  •  

    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.

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    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.

     

     

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  • Our Capital Reserve Studies

     

  • How the Reserve Study Works

    Start to Finish

    1

    Contact

    Send us what you need.

    2

    Setup

    We handle all the paperwork.

    3

    Visit

    We visit the site within 7 days.

    4

    Report

    We send reports within 14 days.

  • Ready to get started?

    Contact us TODAY for more information or a no-obligation quote.

    BOOK NOW
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  • View the APRA Reserve Study Standards Now

    Financial Analysis for HOA and Multifamily Properties

    APRA Reserve Study Guidelines
  • Download the CAI Best Practices

    Capital Reserve Studies from the Community Associations Institute

    CAI Best Practices

Services

Building Revenue Assessment

Construction Management

Property Condition Assessment

Capital Needs Assessment

Phase 1 Environmental Site Assessment

Capital Reserve Study

Cost Segregation Study

Equity PCA

Facility Condition Assessment

Property Portfolio Review

Triple-Net Lease Inspection

Commercial Building Inspection

Construction Loan Monitoring

Commercial Electrical Audit

Resources

Example Projects

About Us

Commercial Inspection Training

Sister Sites

WBTC New England

WBTC Los Angeles

WBTC Alabama

WBTC South Carolina

WBTC North Carolina

Campus Asset Advisors

Free the Man

© 2022-2025 WBTreece Consultants

*All assessments are performed under private trust arrangements.*

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