Five-year reserve planning My HOA Budget

San Jose, California condo association

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Santana Row Residences

Santana Row Residences is a condo association in San Jose, California. This profile tracks monthly dues $600–$900/mo, 113 units, built in 2002, reserve study status not yet verified, along with amenities, reserve ques...

condo Public records Reserve health: No study on record Browse San Jose communities California reserve laws

Profile 56% complete — board members can fill in the rest

HOA dues, reserve study, and community facts

Units 113
Year built 2002
Monthly dues $600–$900/mo
Reserve health Check my risk
Active listings 4
Median sale price $1.3M

Amenities

GymConciergeElevatorParking garage

Board and management

No board listed — who's managing your dues?

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Reserve study and funding

Santana Row Residences has no reserve study on record. Without one, there's no way to know if dues cover what's coming.

Check what's missing

5-year outlook

Will you get hit with a special assessment?

Special assessments can run into thousands per unit when major work outruns reserves. We model that risk for Santana Row Residences based on reserve health, building age, and California requirements — so you see it coming before the board votes.

Special assessment risk Planned dues increases Reserve shortfall forecast
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Values used: scaled defaults where community data is unknown — starting reserve (scaled from unit count at $15k/unit); annual opex (scaled from revenue at 84%).

Try it on a typical condo

A mid-size urban condo, five years out

Starting reserve $1.5M · $500K/yr dues revenue · $420K/yr operating expenses · $1.5M of reserve-study capital work over five years. Switch on the levers your board actually controls and watch where the reserve lands.

5-year ending reserve$1.07MPlan is healthy
$0HEALTHY TARGET · $1.0M202620272028202920302031$1.1M
Annual dues increase+5% compounding · $814K/yr → $1.04M/yr by 2031
5%
Operating expense growth+4% YoY · insurance, vendors, utilities · $683K/yr → $831K/yr by 2031
4%
Board member next stepTurn this scenario into a board-ready next step.

Send the reserve-planning context and keep the follow-up focused on board decisions.

Plan our next five years

About Santana Row Residences

Santana Row Residences — primarily the De Forest Building at 333 Santana Row — is a five-story condominium building in San Jose’s walkable Santana Row mixed-use district. Built in 2002 as part of Federal Realty Investment Trust’s development of Santana Row, the building offers 113 loft-style units with features like 22-foot ceilings, granite counters, stainless steel appliances, and in-unit washers and dryers. Adjacent condo buildings in the Santana Row complex include the Margo and Villa Cornet, each with their own HOA.

What we know

  • Units: 113 at De Forest Building (333 Santana Row)
  • Year built: 2002
  • Monthly dues: $600–$900/mo
  • Amenities: Gated/secured entry, mid-rise building, parking garage, elevators, concierge, gym, movie theater
  • Active listings: ~4
  • Median sale price: ~$1.3M
  • Unit sizes: 1,099–1,881 sq ft (1–4 bedrooms)

The broader Santana Row residential complex includes several condo buildings, each with its own HOA:

  • De Forest (333 Santana Row) — 113 loft-style units
  • Margo — 100 units, managed by The Helsing Group
  • Villa Cornet — 21 townhome units

Reserve health

Reserve health hasn’t been verified for Santana Row Residences yet. Before you approve a budget, pay a special assessment, or close on a unit here, California law defines exactly what reserve records a community association must keep and what owners can request — see California HOA reserve funding rules.

The HOA’s financial details are not published publicly.

What’s still missing

  • Management company for De Forest Building HOA
  • Website
  • Board roster
  • Reserve study dates and balances
  • Special assessment history
  • Community photos

For board members

If you serve on this board, you can claim this page to add accurate information.

California laws that apply here

Reserve funding

California HOA reserve funding rules, in plain language

How California Civil Code § 5550 treats reserves under the Davis–Stirling Act, why the reserve study is mandatory on a fixed cycle, and what that means for a board, owner, or buyer actually reading the numbers.

Cal. Civ. Code § 5550 — Reserve study requirements

Is this your community?

Board members and property managers can claim this page to add photos, amenities, board roster, and reserve details. Make Santana Row Residences look as good online as it does in person.

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Next step

Need documents from Santana Row Residences?

We can help you request reserve studies, budgets, and meeting minutes. Pick the option that fits.

I own here — request documents I'm buying — request documents