The Book
All proceeds from the sale of this book go to CAI – LPL 692201-01-01
Order on the CAI Website. Members: $20.00, Non-Members: $30.00
How and Why Community Associations
Invest Their Assets
One of the primary duties of a community association board is to protect,
maintain, and enhance the physical assets of the community.
Reserve Studies and Funds presents the theory behind the preparation of a reserve study, how to view the reserve study as part of the association’s overall budget, how to take advantage of the relationship between reserves, maintenance, and structural safety, the methods for developing a realistic funding plan, and a discussion of the various funding techniques. In addition, the reader will find strategies for investing the reserve funds and additional information on financial reporting and tax implications of reserves.
What Readers Are Saying:
“A Must-Read for HOA Boards!”
“This book clarified the complexities of reserve studies and investments for our HOA board. We now have a clear roadmap to secure our community’s financial future.” – Sarah T., HOA Treasurer
“Transformative Guidance for Associations”
“The practical advice and examples make it a game-changer for any association.” – James P., Property Manager
“Empowering and Practical”
“Reserve Studies and Funds provides the tools and knowledge every HOA needs to thrive. It’s an empowering guide for anyone involved in community management.” – Michael R., Board Member
“A Comprehensive Resource”
“From understanding reserve studies to implementing investment strategies, this book covers it all.” – Emily K., Association Manager
“A Game-Changer for HOAs”
“This book demystifies reserve fund investing and emphasizes why it’s crucial for long-term stability. Every HOA board should have a copy.” – David L., Community Association Board Member
These testimonials are strictly for the book Reserve Studies and Funds… LPL makes no representation of the completeness or accuracy of the testimonials. These views may not be representative of the views of others and are not indicative of future performance or success.
A PREVIEW OF CHAPTER 4
- The Laddering Concept
- The Barbell Concept
- Structured Asset Management
- Infrastructure Investing and the Future
- Fiduciary Duties and Liabilities
- USA Patriot Act
- Opening Investment Accounts
- Ensuring Trust
- Where Should Community Associations Invest Their Reserves?
- Comparative Analysis of Investment Advice Fees
- Taxation aspects
