Buying a condo
Davis-Sterling.com

According to a Zogby poll 70% of homeowners are happy with their associations. (So 30% are not happy with their condos.—editor.) To help ensure you are one of those satisfied owners, there are risk factors you should look for before buying a condominium. You should pay particular attention to the following:

1. Maintenance
Don't assume the association takes care of everything, it doesn't. Find out what your maintenance responsibilities are so you can budget for them. Inspect the common areas. If the paint is peeling on buildings, trees are overgrown, lawns are shabby, sidewalks are tilting—roofs and plumbing are probably in bad shape as well.

Poor maintenance means you can expect stagnant property values. It also means special assessments are looming as water starts infiltrating common areas through roofs, windows, water lines and drain lines--leading to mold and litigation.

2. Reserves
This is an extension of the maintenance issue. Does the association have healthy reserves so it can repair large ticket items? If not, special assessments are inevitable. Reserves in the 70% to 100% funding range are excellent. Reserves below 50% mean probable future special assessments. The lower the reserves, the more imminent the special assessment. If reserves are below 30%, look elsewhere for a condo.

3. Insurance
How much insurance does the association have? If it's at bare minimum levels, you face a higher risk of a special assessment in the event a claim is filed against the association. Is the development in an area deemed high-risk for an earthquake? If so, does the association carry earthquake insurance? If not, are you prepared to lose your investment in the event of significant damage?

4. Litigation
Ask the seller about litigation over the past ten years. Also ask for the past two years of minutes. A slip and fall lawsuit is not a problem. If the association has had ongoing litigation with members over the past ten years, run for the exit. The association is dysfunctional. There will be no peace until the litigants all move or die.

5. Rentals
Inquire about the percentage of rentals in the development. A high rental population creates problems for rules enforcement, maintenance and oversight of the property. If the rentals are nearing or exceed 15%, you should be cautious. If they exceed 30%, it does not matter how beautiful the condo is, you're stepping into quicksand. It means property values will stagnate or decline, making it difficult to sell your unit, recover your investment and get out. At 50%, the development is in a death spiral.

6. Pets
If they don't have pet restrictions, is the property a dog patch? If so, barking dogs at all hours of the day and night plus dog doo in the common areas will be a challenge. If they have restrictions, do you have pets that violate those restrictions? If so, are you willing to give up your loved ones for the condo?

If your Realtor tells you the rules don't matter because the association will never discover the violation, get a new Realtor.

7. Parking
http://tarleyrobinson.com/http://tarleyrobinson.com/Is there sufficient parking in the development? If not, it will create problems for you and your guests. Visit the property on a weekend when everyone is home and see what the parking looks like.

8. Noise
Ask the seller about plumbing noise, crying babies, TV and stereo sounds, etc. from surrounding units. If there is a unit above yours, ask about noise from hardwood floors. If all the above can be heard through walls and floors, it indicates cheap construction--a harbinger of future maintenance problems. It also means you won't get any sleep at night.

9. Finances
Ask for a copy of the budget and annual financial statement--and read them. Ask about delinquencies. A delinquency rate above 15% means higher dues to make up the deficiency are probable. Also ask about past dues increases. If they proudly tell you that dues have not increased for ten years, it means they kept their dues down by deferring maintenance for ten years. It also means large increases and special assessments are in their future.

10. Size Matters
While an 8-unit development is intimate and family-like, all financial burdens are carried by eight families. Every expense hits a small association harder than one with 200 units. Because small associations have tiny budgets, they cannot afford professional management, legal counsel, proper reserves, consulting fees, etc. If one or two owners stop paying their assessments, the delinquencies hit hard. If an owner is dysfunctional or litigious, the HOA lacks the resources to fight him/her and it becomes a nightmare. There is safety in numbers, the larger the development, the better.

11. Sales Activity
If you see a lot of "For Sale" signs in the association, you better find out why. Like rats fleeing a sinking ship, they might know something your Realtor isn't telling you.

Recommendation:
Although difficult, you must balance the emotional component of wanting a particular condominium with the risks described above. It does you no good to sink your last penny into a condo and then lose it the next year when you get hit with a large dues increase and special assessment to cover delinquencies, litigation, artificially low dues and underfunded reserves. Any Realtor can read the MLS and drive you around to look at condominiums. What you need is a Realtor who is knowledgeable of how associations work and respects them. A good Realtor with condo experience will provide invaluable guidance.


From Davis-Stirling.com by Adams Kessler PLC.
If your association needs legal assistance, call us at: (800) 464-2817.


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