I met with a representative I had worked with once before, last year. Due to a scheduling conflict, we weren't able to meet on-site, but he made the effort to come to my office for a sit-down meeting. During our conversation, I reflected on the high level of discussion and information sharing we had during our previous engagement.
Compared to other recent reserve studies I’ve done with different companies, where the visits were limited to quick hellos and goodbyes, followed by cluttered reports that neither I nor my Boards found helpful, this was a completely different experience. I was extremely impressed with the depth of the discussion he led. We covered property usage, Board preferences, the history of past projects, and a detailed review of the financial documents. The meeting lasted about an hour and was exceptionally productive.
Midrise Condominum Client in Chicago, IL