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17
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10
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Garrett Keith
  • New to Real Estate
  • Dubuque, Dubuque Iowa
10
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17
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What's your reserve ceiling and why? Both low risk and high risk properties.

Garrett Keith
  • New to Real Estate
  • Dubuque, Dubuque Iowa
Posted

I'm planning ahead for when my portfolio is fully built out and paid off. I lean conservative/safe, I'd rather over-reserve than maximize cash flow, so even on a property in great shape with a long-term tenant, I still plan on setting aside pretty significant reserves in these categories.

For those of you further along: what's the highest percentage you'd ever budget for maintenance, CapEx, and vacancy reserves, even on a "low-risk" property? And what's your reasoning?

And then what's the highest percentage you'd ever budget for maintenance, CapEx, and vacancy reserves, on a "high-risk" property? And what's your reasoning?

I know age/condition and big-ticket items (roof, HVAC, etc.) drive maintenance and CapEx, and that vacancy reserves mostly track historical time-to-rent. I'm more interested in the philosophy behind it and how do you decide where your ceiling is, and what pushes you toward the higher end even when a property looks solid on paper?

  • Garrett Keith