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HOA Developer Consulting Services

Building Communities That Last Starts with a Solid Foundation.

The Helsing Group works alongside developers and boards from planning to turnover, providing expert HOA transition guidance, comprehensive budget preparation, and full-service association management—ensuring your community is built for long-term success.

DRE Budgets for All Types of Projects

Using our copyrighted Reserve Asset Management Program—RAMPSM and our extensive knowledge of association budgeting for all types of projects, we produce the most thorough budgets available. Because we also prepare budgets and Reserve Studies for existing associations using the same methodologies, you can rest assured that you will receive a reasonable budget which materially represents your project without “low-balling.” We have produced thousands of DRE budgets over 30+ years in the industry and have experience in all types of budgets:

Standard
Phasing

Townhome Condominiums

Range of
Assessments

Condominium Conversions

Large Increment Assessment Procedure

Attached Planned Developments

Joint Use Maintenance Budgets

Detached Single Family Homes

Master Planned Communities

Residential/ Commercial Mixed Use

High- Rise Condominiums

Live-Work

Mid-Rise Condominiums

CFD/
LLD Budget

Cost
Centers

Why The Helsing Group?

30 Years

Advising HOA Boards with Professionalism, Training, and Proper Insurance

Licensed & Insured

Professional Liability Insurance—$2M
General Liability—$2M
Fidelity Insurance—Over $132M

Accredited

We are proud to be recognized in the top 1% of all association management companies in California.

Avid Involvement

Active members of Community Associations Institute (CAI) and its National Reserves Standards Committee.

Founding Figures

Founding members of the Association of Professional Reserve Analysts (APRA) and currently serving on its Board of Directors.

Recognized Expertise

Professional Reserve Analyst (PRA) & Reserve Specialist (RS) designations.

HOA Developer Transition Set Up and Management

hoa developer transition process

Preparing for first time sales within a developing community can be a very time consuming and exasperating process.

90% of the problems encountered with newly developed homeowner associations can be attributed to common errors and oversights which occur during the set-up process.

Finding a community association management company that knows the requirements, is an expert at setting up documents and who can build a proper database for first time sales is crucial to launching an association that runs smoothly throughout the construction and sales process.

We specialize in forming the HOA developer transition, ensuring that it is set up and run properly under your watch on the Board of Directors.

Association Structure
The birth and management of a new community is uniquely different than managing older, existing associations. While the developer controls the Board of Directors, they also must ensure that the Association complies with all Civil Codes, that the developer stays at arm's length from potential conflicts of interest, and that everything operates in accordance with DRE requirements. Maintenance walk-throughs are major events, a single error in adopting the association's budget can invalidate the public report, and myriad well-meant activities can materially change the offering.
Association Management
We have extensive experience in setting up and providing early-stage management to associations of all types: condominiums, town homes, high-rises, master planned communities. Our managers are specifically trained to understand this special world of the new association. While working to guide you through the perils listed above, they are equally concerned with forming a solid, new community with homeowners who are proud of where they live.
Maintenance Acceptance Walkthrough 
The Maintenance Acceptance by the association is always a difficult issue in the life of a new association. Typically, the association does not understand that they own the property already, and that the "acceptance" is primarily to obtain an arms-length, third party opinion on the state of the property at the time of transfer. Our company is uniquely qualified to conduct such walk-through inspections. Because we specialize in Common Interest Developments from all aspects, we understand the human concerns of all parties as well as the construction issues. 

Whether you are a developer, or a representative of a homeowners association, we can answer any questions you might have about the HOA developer transition structure, governance and management.

See What Our Customers Say

The Helsing Group has grown to know our unique association well and is being diligent in pursuing and resolving issues. They provide professional advice to members and are an asset to the community."

A.L.

The Helsing Group is doing a good job at managing our community's affairs. Our service rep is pleasant to deal with, and consistently showing us his and the company's value when it comes to researching and solving problems raised at meetings, etc."

H.O.

Helsing Group staff have been extremely responsive and are a great help to our association. We appreciate their good work!"

A.A.

The Helsing Group has been supporting our HOA for some time now. Our managers are responsive, personal, level-headed and professional. Their guidance has been outstanding thus far."

A.H.

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