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Barrera & Co. (June 2025) · 3% contrib growth (only when increasing) · Flat at status quo · Ops: 2026 budget + inflation · v6.2
⚙ Settings
📅 Projection Window
End year203510 years
Show inflation-adj $
💹 Financial Rates
Phase-in overyears
CD / investment rate
Inflation rate
Inflation sensitivity
Current reserve balance
$
📝 Author's Notes
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Monthly Assessment / Unit (weighted avg)
$/mo
% / year
%
Over years
Target / unit
$726/mo
CD / Investment rate:on positive reserve balances
⚡ Special Assessments
▾
📈 Breakeven Analysis
▾
📊 Reserve Balance vs. Capital Expenditures
▾
Smart planning today protects property values tomorrow. Every dollar in reserves is a dollar homeowners don't pay in emergency special assessments.
✨ Key Metrics
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📋 Year-by-Year Detail
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🏗️ Reserve Study
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Name
Category
Annual $
Notes
🚨 Emergency Alert
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Understanding Your Reserves
Powered by AI · For informational purposes only
Generating explanation…
This explanation is generated by AI based on your HOA's actual financial data. It is for informational purposes only and does not constitute financial or legal advice.