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