Affordable Senior Housing Checklist

Use this worksheet to compare affordable senior housing communities and record observations during tours or application meetings. This checklist is for general educational purposes only and is not legal or financial advice.

Community Name:

Date Visited:

Contact Person:

Questions to Ask

☐ What are the age and income requirements for this community?
☐ Is the community income-based, subsidized, tax-credit, HUD-supported, or market-rate?
☐ What documents are required for the application process?
☐ Is there currently a waitlist? If so, how long is the average wait?
☐ Which utilities are included in the monthly rent?
☐ Are internet, cable, parking, or laundry facilities included or extra?
☐ Are there annual recertification or income verification requirements?
☐ Are pets allowed? If so, are there restrictions or fees?
☐ What accessibility features are available in the residences and common areas?
☐ Are elevators, grab bars, emergency pull cords, or wheelchair-accessible units available?
☐ What transportation or shuttle services are available?
☐ What social activities, wellness programs, or community spaces are offered?
☐ What security measures are in place for residents?
☐ How are maintenance requests handled and how quickly are repairs typically completed?
☐ Are there guest policies, quiet hours, or community rules residents should know about?

Notes


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