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Risk Management:

SELLING IN A COMMON INTEREST DEVELOPMENT CIVIL CODE 4525 AND 5300

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Disclosure and Due Diligence

Sellers provide the documents—but do not verify accuracy or explain what they mean. Without a proper review, you may not fully understand the HOA’s financial condition or legal risks.

DISCLOSURE

About Us

Jacquie Berry is a San Jose, California–based business owner and founder of Community Association DataSource, specializing in HOA document review. With over 25 years of experience, she helps real estate professionals and buyers identify risks in HOA disclosures, financials, and compliance, and also provides real estate office training sessions, including Zoom presentations, on potential pitfalls in HOA transactions.

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