Property Management Firms calculators

Community Associations Institute (CAI) and Foundation for Community Association Research (FCAR) industry surveys (per-door fee benchmarks by association type and service level)

Property Management Per-Door Monthly Fee Pricing Calculator

Screen a defensible per-door monthly management fee for an HOA, condo, mixed-use, or high-rise community association management contract. Combines fully-allocated overhead per door (manager compensation share, back-office accounting, AR / collections, software, office rent, owner allocation — AAOM-benchmarked $6-$12/door HOA and $10-$18/door high-rise), target gross margin (AAOM 28-42% independent and 35-50% PE-rollup), and the published CAI / FCAR / NARPM industry per-door bands ($14-$24 HOA full-service, $18-$30 condo mid-rise, $25-$45 condo high-rise, $8-$15 financial-only, $12-$20 hybrid) to produce a recommended per-door fee and total monthly management fee. Applies a minimum-monthly-retainer floor for very small associations (the small-association minimum convention), reports the floor break-point door count, and flags position vs the industry band (below / within / above). Tool, not advice — actual contract pricing must account for scope-of-services definition, after-hours and emergency coverage, reserve study and compliance work scope, contract term, and renewal economics.

Association of Association Management (AAOM) firm-economics benchmarks (manager portfolio sizing

Community Manager Portfolio Capacity and Burnout-Risk Calculator

Screen a community manager's sustainable portfolio size and flag burnout risk before contract performance deteriorates. Combines the manager's fully-loaded annual cost, available billable hours (40 hr/wk × 4.33 wk/mo × 80-90% billable utilization per AAOM), the supporting-admin leverage ratio (no admin to 1:2 admin:manager, adding 0-50% capacity), and the per-association touch load from board meetings (3 hrs each prep + attend + minutes), vendor RFPs (4.5 hrs per cycle), and owner inquiries (15 min each) against the per-door target hour rate (AAOM 0.08 hrs/door/month for walkup HOA and 0.30 hrs/door/month for high-rise — a 3.75x complexity premium). Outputs current utilization, maximum sustainable doors and associations, revenue per manager-FTE, manager cost recovery per door per month, and a burnout-risk flag at the 110% utilization threshold (above which AAOM data shows 3-4x higher voluntary-turnover within 18 months and 8-12 percentage points of contract retention loss). Tool, not advice — actual portfolio assignments must account for individual manager experience, geographic clustering, association conflict-load, and firm-specific service-level promises.

FocalPoint Partners

Property Management Firm M&A Acquisition Valuation Calculator

Screen a defensible enterprise value range for an independent community association management firm in the active PE-rollup consolidation market. Classifies trailing earnings into the sub-$2M EBITDA (5-7x), $2M-$10M mid-market (7-10x), or $10M+ platform (10-14x) tier per FocalPoint Partners, Houlihan Lokey, and William Blair M&A advisory observations. Applies quality adjustments for contract retention rate (±0.125x per percentage point above / below the 92% industry baseline), weighted-average remaining contract term WAULT (+0.5x for >2yr, -0.5x for <1yr — most CAM contracts auto-renew but carry 60-90 day cancellation notice), and ancillary revenue mix (+0.5x for >30%, -0.5x for <15% of total revenue from work-order markup, insurance commission, banking interest, transfer disclosure fees, late fee retention). Outputs low / mid / high enterprise value, equity value after net debt, the adjusted multiple achieved, and a comparison to the PE-consolidator benchmark (Associa, FirstService Residential, RealManage / Inframark, Castle Group, FirstResidential / TownSq). Tool, not advice — real M&A pricing depends on auction dynamics, strategic fit, due-diligence findings on AR quality and contract assignability, working-capital adjustment, and negotiated indemnification terms.

Community Associations Institute (CAI) and Foundation for Community Association Research (FCAR) collections research and best-practice publications

HOA / Condo AR Aging and Collection Projection Calculator

Project 12-month ultimate collection from a community association's accounts receivable book, segmented by aging bucket (0-30 / 31-60 / 61-90 / 91+ days), using historical collection-rate curves benchmarked against CAI / FCAR collections research, CAM-specialty collections counsel observations (Hindman Sanchez and the regional firms), and Sperlonga / industry collections agency data. Industry-typical curves: 99%+ ultimate collection on 0-30 day balances, 88-94% on 31-60 days, 70-82% on 61-90 days, 30-55% on 91+ days. Models the standard collections workflow — pre-lien notice (state-specific content and mailing rules) at 60-90 days, statutory lien recording at 90-120 days, attorney handoff to CAM-specialty collections counsel at 120-180 days, foreclosure evaluation at 180-365 days depending on state statute and board decision. Outputs projected ultimate collection by bucket, total projected write-off, write-off as a fraction of annual assessment revenue (with a 2.5% structural warning threshold), estimated collection cost on 91+ recovery (typically 35% of recovered amount), net recovery after cost, and recommended actions by bucket. Tool, not advice — actual collections strategy must follow state-specific community association statute, the association's governing documents (declaration, bylaws, rules), the management agreement, and board fiduciary judgment.