2021 RESERVE QUESTIONNAIRE

Can you see the forest through the trees of your reserve study?

This survey asked participants to discuss their experiences related to common interest community (CIC) reserve funds and reserve study engagement.

2021 CIC Reserve Questionnaire - QUICK STATS

• 90% of respondents assume a rate of return less than or equal to 2% over the next 5 years

• 81% of respondents assume a rate of return less than or equal to 2% over the next 30 years

• 91% of respondents do not invest in securities that can lose principal

• 85% of respondents assume component inflation rate between 2% and 4% over the next 30 years

• 66% of respondents do not have a written strategy to catch up underfunded reserve funds

• 63% of respondents project to be up to 75% fully funded in 30 years

• 41% of respondents do not allocate volunteer engagement to their reserve study updates

• 19% of respondents never engage specific third-party experts to help inform their reserve studies