Active Adult Community Tour Checklist

Use this worksheet while touring 55+ communities to compare neighborhoods, amenities, ownership costs, and lifestyle features. This checklist is for general educational purposes only and is not legal, financial, or real estate advice.

Community:

Date Visited:

Sales Consultant:

Questions to Ask

☐ What are the HOA fees, and what do they cover?

☐ Are there CDD fees? If so, how much?

☐ Which amenities, clubs, and activities are included?

☐ Are there restrictions on guests, rentals, pets, or exterior home modifications?

☐ What types of homes and floor plans are available?

☐ How active is the social calendar?

☐ What healthcare facilities, shopping, and restaurants are nearby?

☐ What are the current property taxes and insurance costs?

☐ Are there new construction opportunities or only resale homes?

☐ What makes this community different from other nearby 55+ communities?

Notes

Provided by Sherell Wolford, REALTOR®
Seniors Real Estate Specialist®
Phone: 407-342-9561 | Email: Sherell@SJWolford.com