Mar 10 2025 32 mins 2
Learn how to invest HOA reserves wisely! Maximize returns, avoid risk, and make smart financial decisions for your community’s future.
✅ Is a Reserve Study right for you? 👉 https://www.reservestudy.com/
Managing HOA reserve funds is more than just setting money aside, it’s about investing wisely to protect your community’s future. In this episode, guest Mark Thatcher & Jessica McConnell from HOA Invest discuss how to maximize reserves, avoid inflation losses, and increase earnings with safe investments. Learn how HOA Invest’s software simplifies tracking bonds, maturities, and FDIC compliance, ensuring boards stay proactive. Plus, discover how a 1% interest increase can reduce future dues by 6-7%!
Chapters From Today's Episode:
00:00 The Best Software for Managing Reserves
00:35 Intro to Episode 96 & Robert’s Question from His Niece
04:29 What Are Fiduciary Responsibilities?
07:05 Challenges in Managing Reserves
12:39 Importance of Compounding Interest
14:44 Impact of Inflation on Reserves
19:37 Ad Break - HOA Invest
20:14 How One Point of Interest Can Make a Big Difference
25:40 Role of Financial Advisors / Triggers for Seeking Professional Help
28:22 Benefits of Using HOA Invest
The views & opinions expressed in this program are those of the Hosts & Guests, intended to provide general education about the community association industry. The content is not intended to provide specific advice or recommendations for any individual or organization. Please seek advice from licensed professionals.
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Julie Adamen
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Kevin Davis, CIRMS
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