Clarity and Confidence in Your Capital Planning

At Apex Reserve Group, we deliver comprehensive reserve studies that provide a clear roadmap for your community's financial future. Our expert analysis empowers you to plan effectively, maintain property values, and fulfill your fiduciary responsibilities with confidence.

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Our Services

  • Aerial top-down view of a dense suburban housing community, representing a property requiring a full reserve study

    Reserve Study- Full

    Our Full Reserve Study provides a complete financial roadmap, beginning with a meticulous on-site inspection to assess your community's physical and financial health. This data is used to create a strategic funding plan that ensures timely repairs and protects your association from special assessments.

  • Aerial view of a modern condominium complex with a central swimming pool and community area.

    Reserve Study Update- With Site Visit

    Our On-Site Reserve Study Update is an efficient analysis performed every 3-5 years to keep your capital plan accurate. We conduct a physical site visit to review changes and provide a revised funding plan that prepares your community for future expenses.

  • Spacious suburban neighborhood with manicured lawns and waterfront homes requiring ongoing capital planning.

    Reserve Study Update- No Site Visit

    Our Off-Site Annual Update is a cost-effective way to keep your reserve plan on track in the years between site visits. We collaborate with your team remotely to update your financial data, delivering a revised report that ensures your community remains prepared for future expenses.

  • Luxury short-term rental villa with a swimming pool at sunset, an ideal property for a cost segregation study.

    Cost Segregation Study

    This is a powerful tax strategy for Airbnb and short-term rental (STR) owners that accelerates depreciation by reclassifying property assets into shorter recovery periods. This process effectively front-loads your deductions, significantly reducing your tax liability and increasing cash flow during the initial years of ownership