Blog

Phasing in a Market Downturn

When times are good – phasing your marketing program can be a headache.  When times are slow, however, Phasing can be a lifesaver!  I’ve

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The Importance of Partnerships

We recently had an interesting case that brought real life issues to the forefront of our Reserve Study services. Every single HOA board has

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Fiduciary Obligations

According to Wikipedia, a fiduciary “is a person who holds a legal or ethical relationship of trust with one or more other parties (person

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RE 618H

In September, a revised RE 618H form was published by the DRE. This revision allows for budget assessment changes in the Public Report. With

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