Capital Expense Planning for Your HVAC Equipment
Proactive Planning for Long-Term Operational Stability
Working with Owens Companies on your Capital Expense Planning gives you the power to take control of your building’s future.
Instead of scrambling to replace failed systems, we help you forecast, budget, and prioritize major investments—like rooftop units, boilers, chillers, and refrigeration equipment—before they break down.
This isn’t just smart maintenance; it’s a strategic advantage that helps you avoid costly surprises, eliminate downtime, and maximize energy efficiency year after year.
Why Capital Expense Planning Matters
Avoid Expensive Surprises
Plan ahead to replace aging systems before they fail. Prevent emergency replacements and unplanned downtime.
Budget with Confidence
Our team provides detailed forecasts and lifecycle estimates so you can spread out costs and plan expenditures over multiple years.
Improve Energy Efficiency
Capital planning allows you to prioritize upgrades to more efficient, cost-saving equipment aligned with your sustainability goals.
Align With Your Business Strategy
We help you develop a multi-year roadmap that fits your budget cycles, facility goals, and operational demands.
Types of HVAC & Refrigeration Equipment We Help You Plan For
When it comes to HVAC capital expense planning, Owens Companies doesn’t stop at rooftop units or chillers. Our expert team evaluates and develops strategies for all major mechanical systems in your facility, including:
Air Distribution & Ventilation
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Air Handling Units (AHUs)
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Variable Air Volume (VAV) Boxes
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Energy Recovery Ventilators (ERVs) / Heat Recovery Ventilators (HRVs)
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Exhaust Fans & Make-Up Air Units
Heating Systems
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Boilers (Steam and Hot Water)
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Furnaces (where applicable)
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Unit Heaters / Cabinet Heaters
Cooling Systems
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Chillers (Air- or Water-Cooled)
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Cooling Towers
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Split Systems / Packaged Units
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Mini-Split & VRF Systems
Controls & Optimization
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Building Automation Systems (BAS)
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Smart Thermostats & Sensors
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Demand-Control Ventilation (CO₂-Based)
Indoor Air Quality & Filtration
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HEPA / MERV Filtration Systems
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UV Light Air Purifiers
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Humidifiers / Dehumidifiers
Refrigeration Equipment
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Walk-In Coolers & Freezers
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Condensers & Compressors
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Reach-In Display Cases & Refrigerated Prep Units
Owens Companies team installs new air handlers.
Owens Companies team installs new rooftop unit.
Owens Companies: Your Strategic Partner in CapEx Planning for HVAC-R Equipment
For over 60 years, Owens Companies has supported commercial property owners, facility managers, and real estate developers with long-term HVAC and refrigeration system planning. We combine deep mechanical expertise with a consultative approach to help you make smart, cost-effective investment decisions.
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System assessments and condition reporting
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Customized 3- to 10-year CapEx roadmaps
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Integration with preventive maintenance and energy optimization
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Data-driven replacement prioritization
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Support with rebates and incentive programs
What Our Clients Say:
“Working with Owens Companies completely changed how we plan for HVAC replacements. Their team identified which of our rooftop units were nearing failure and helped us budget for upgrades across multiple buildings—without disruption. We’re no longer reacting to emergencies, we’re in control of our facilities.”
– Facilities Manager, Minneapolis Property Group
Let’s Build Your Capital Plan
Ready to start planning? Owens Companies is here to help you take the long view of your HVAC and refrigeration systems.
Contact us today for a facility assessment and custom capital expense plan.
Our CapEx planning integrates seamlessly with our Preventive Maintenance programs.