Florida · Community association research

See which associations may be ready for a new manager.

Hall Advisory delivers weekly, verified opportunities to licensed condo and HOA management firms — associations already showing public signs of change. One firm per territory.

Serving association managers across Florida


Why now

Boards are under more pressure than they have been in years.

After Surfside, Florida law raised the bar for condominium associations. Volunteer boards feel that pressure in public: special assessments get voted on, inspections fail, elevator certificates lapse, managers turn over, and lawsuits are filed.

Those signals often appear in the public record well before an RFP is posted. We read those records so you can start a timely, informed conversation.

  1. 01

    Milestone inspections

    Required for buildings three stories and taller, with findings that can force expensive repairs.

  2. 02

    Funded reserve studies

    Structural Integrity Reserve Studies (SIRS) now come with required funding, not optional planning.

  3. 03

    Official-records websites

    Condos with 25 or more units have been required to maintain an official records website since January 2026.

  4. 04

    Stricter board responsibility

    Tighter rules around records, meetings, and liability have made volunteer service harder to carry alone.


The work

How it works

You keep the relationship. We keep watch on the public record.

01

Choose your territory

Tell us the counties you serve. We work with one management firm in each area, so your opportunities are not shopped to a competitor down the road.

02

We watch for change

Every week we review public sources for associations of 25 or more units that may be approaching a management decision.

03

You receive a ready brief

Each opportunity arrives with sources, unit count, the current manager, board officers, estimated contract value, and a drafted introduction email. You decide whether to reach out.


The brief

What's in each opportunity

This is research you can act on, not a raw list of buildings. Every item is tied back to a public source.

The trigger

The public sign of change, with citations to the underlying records so you can read the source yourself.

Building and unit count

The association, its location, and the number of units — enough to judge whether the building fits your book of business.

Current manager

Who manages the association today, or whether it appears to be self-managed, as reflected in public filings and records.

Board officers

Directors and officers as filed with the Florida Division of Corporations (Sunbiz), so you know who to address.

Estimated annual value

A planning range for the management contract, based on unit count and typical market fees. An estimate, not a quote.

A drafted introduction

A short email you can edit and send, written around the specific trigger for that building.

We use proprietary research methods, and every opportunity is reviewed by hand.


An example

What a brief looks like

Below is a sample drawn from a real public record, with names and addresses removed. Your samples will be built for the counties you actually serve.

Example only. Details redacted. Estimated values are planning ranges, not a promise of revenue or of any association changing managers.

Opportunity brief Example · Details redacted

166-unit condominium, Siesta Key

Sarasota County, Florida · 25+ units

Trigger
On September 29, 2026, the board approved approximately $492,000 in special assessments covering landscaping, fire-related repairs, and building systems, with payment due the following month. The association also appears to be self-managed, with an in-house general manager.
Current manager
Redacted
Officers
Redacted — as filed with Sunbiz
Est. annual value
166 units × $15–$25 × 12 = $29,880–$49,800 per year (estimate)
Sources
Public board meeting minutes, state condominium records, and Florida Division of Corporations filings.
Introduction
A drafted outreach email is included with every delivered opportunity.

Fit

Who this is for

Hall Advisory works with licensed community association management firms that want a disciplined way to find new buildings — without buying another raw list.

A good fit if you

  • Are a licensed community association management firm (or hold a CAM license) serving Florida condos or HOAs.
  • Want to grow by taking on new associations, not by buying or flipping a list.
  • Can follow up on a short, researched brief each week — a phone call, a letter, or an email.
  • Prefer an exclusive territory so the same opportunity is not sold to a neighbor.

What we are not

  • We do not manage associations, and we are not a CAM firm. Providing this research does not require a CAM license.
  • We do not sell raw contact lists, guaranteed appointments, or closed contracts.
  • We do not reach out to boards on your behalf unless a future engagement says otherwise.
  • We do not promise that any association will change managers or hire your firm.

We cover Florida’s coastal condominium markets, including Sarasota, Manatee, Tampa Bay, Pinellas, Fort Myers, and Naples. Territories are assigned to one firm at a time.


Engagement

Pricing and territories

A monthly retainer, one firm per area. Start with three custom sample opportunities for your market, at no cost.

Exclusive territories, limited availability

Starting at $1,500/month

Retainers typically range from $1,500 to $2,500 per month, depending on the size and activity of the territory.

  • One licensed firm per territory
  • Weekly researched opportunities for 25+ unit associations
  • Month-to-month. Cancel anytime.
  • Three custom sample opportunities to start, at no cost
Request 3 free sample opportunities

Questions

Frequently asked questions

What sources do you use?

Public records and other publicly available information. That includes association filings with the Florida Division of Corporations (Sunbiz), state condominium records, meeting minutes and official-records postings, court dockets, and similar official sources. Every opportunity cites the records it is based on.

What is an exclusive territory?

We work with one management firm per county or agreed area. While you are an active client, opportunities we research in that territory are prepared for your firm, not offered to a competing manager in the same area.

How many opportunities will I receive each month?

It varies by territory. A denser coastal county will usually produce more qualifying associations than a quieter one, and activity changes week to week with meetings, filings, and inspections. We will give you a realistic picture of your market when we prepare your sample opportunities.

Is there a contract? Can I cancel?

The service is month-to-month. You can cancel at any time, and we will not ask for a long-term commitment to get started.

Do you guarantee new contracts?

No. We do not promise results, appointments, or closed business. We deliver researched opportunities and a drafted introduction. Whether and how you reach out, and whether a board decides to change managers, is outside our control.

Do I need a license to buy this research?

No. A CAM license is required to manage condominium associations in Florida, not to purchase research about them. We do not manage associations. Our clients are licensed firms that already do.

Do you use artificial intelligence?

We use proprietary research methods, and every opportunity is reviewed by hand before it reaches you.

Where do you work?

We cover Florida’s coastal condominium markets, from Sarasota and Manatee to Tampa Bay, Pinellas, Fort Myers, and Naples. Because each territory goes to one firm, availability varies. Tell us the counties you serve and we will confirm what is open.


Get started

Request 3 free sample opportunities

Tell us about your firm and the counties you serve. We will prepare three custom sample opportunities from your market and follow up by email. There is no retainer required to look.

Prefer to reach us directly? Email contact@halladvisoryandco.com or call (941) 529-1392.

By submitting, you agree we may use this information to prepare your sample opportunities and reply to you. See our privacy policy.