A complex report, made simple in three steps.
Inspect the property. Model the funding. Sit with your board until the path forward is clear.
Step 01
Physical Inspection
We complete a physical site inspection with our qualified inspector, meeting you onsite for a pre-inspection walk-through. You share what you know and let us go — we gather, document, photograph, measure and count each asset. Where questions remain, our follow-up is swift and direct.
Step 02
Reserve Funding & Report
We convert all objective and subjective information into usable data so the math can do the talking. Our team’s decades of industry knowledge poured into weeks of data compilation and vetting — each component reviewed by multiple NSR staff members.
Step 03
Consult & Deliver
With solid math and true consultants to navigate a 30-year plan, we tailor the study further if necessary and prepare you to present and support each fine point. No more guessing — you are making a significant impact in your role.
What makes our modeling different.
The funding plan is scenario-driven and flexible. Your board sees options — not a single number presented as fate.
We convert what we measured on site into a model the board can actually use: what happens if contributions rise gradually, if a large project moves forward, or if a component lasts longer than the catalog assumed. That is flexible funding — the plan bends with the community instead of pretending every association is the same.
Each component is reviewed by more than one person on our team. The math does the talking; we stay to interpret it.
Delivery with a plain-language guarantee.
4/10 Guarantee: Your report within 4 weeks of inspection, or 10% off your invoice.
The clock starts after inspection, not after the first email. If we miss that window, the invoice reflects it.
What the modeling step actually produces.
Two plans for the same community, starting from the same balance. The only difference is what you contribute each year — and it stays invisible for about a decade.
Four questions about the process.
Less than most boards assume. To quote the work we need the association name, an address, and whether this is a first study or an update. To build the model we want a contact who can walk the property with our inspector, the governing documents that define what the association actually owns, recent financials and the current reserve balance, and any prior study. If pieces are missing we will tell you on the first call rather than after you have signed — and you do not need a complete file to ask for a price.
The site visit is where the inventory comes from. An inspector walks the property, documents and photographs and measures each asset, and rates its condition — that is what everything downstream is built on. An update without a visit refreshes costs, inflation assumptions and the funding plan against an inventory that already exists. Use a visit when conditions have changed or several years have passed; use a financial refresh in the years between. We will tell you which one your community actually needs, and we will not stretch your state’s rules to justify the bigger engagement.
We present it to your board, and then we stay. The presentation is where most of the value lands — walking through the model, showing what changes if you phase a project or adjust dues, and answering questions until the path forward is clear rather than merely documented. After that, consulting access is included rather than billed hourly. A study that a board cannot interpret is the expensive kind, whatever it cost.
Four weeks from the site inspection to the report, and we put money behind it — the 4/10 Guarantee means your report within 4 weeks of inspection, or 10% off your invoice. Community size and how quickly documents reach us both affect the schedule, but the clock starts at inspection and the commitment goes on the invoice rather than in a sentence.