Rebuilding Records for an Orlando Condo in a Multi-Association Complex

Client Background
A 7-year-old, 2-story condominium in Orlando, part of a multi-association complex, required a Traditional Reserve Study (TRS) to restore missing documentation and build a sustainable financial plan.

Challenge
A change in management left the association without historical maintenance records, making it difficult for the new board to forecast repairs and replacements accurately.

Our Approach
Alliance Reserve Services rebuilt the property’s records and re-established financial continuity.

• Performed a full Level I TRS with extensive historical research.
  
• Met with current and former boards to verify information and fill documentation gaps.
  
• Projected limited missing components where no data existed.
  

Solution Delivered
A complete, research-backed TRS supported by verified data, providing a reliable foundation for budgeting and future updates.

Results
✔️ TRS accepted by the new board.
✔️ Signed a five-year contract for ongoing updates.
✔️ Referred to and adopted by the Master Association.
✔️ Expanded to 9 of 10 sub-associations within the complex.

Key Takeaway
Reconstructing missing records restored transparency and enabled long-term planning across the entire association network.