Questions to Ask Before Choosing an Active Adult Community

Choosing an active adult community is about more than just finding a new
home—it’s about matching your unique needs and desires with the right environment. You can count on an SRES® to guide you through the process of choosing the active adult community that is right for you.

LOCATION AND ACCESSIBILITY

Do you want to be close to your loved ones or are you moving for health/weather reasons? Would you prefer a vibrant urban setting or a self-contained community?
Do you plan to keep a car, or would you rely on community transport or public transit? How close are essential places located?

COST AND AFFORDABILITY

What is your budget based on your savings and the sales price of your current home? How much can you invest upfront and what are your monthly living expenses?
What fees, like homeowner’s fees or move-in fees, do you need to account for?

LIFESTYLE AND AMENITIES

Does the community offer events or groups you would like to join?
What amenities are important to you? Are healthcare facilities on-site or nearby?

RESTRICTIONS AND FLEXIBILITY

Are pets allowed? Can family stay for extended periods? What are the visitor policies?
Will you be able to rent out your unit? What are the community’s policies regarding rentals?

FINANCIAL PLANNING AND IMPACT

How will relocating affect your taxes, especially regarding capital gains?
How financially stable is the community? Will you get upfront fees back if you leave?

SECURITY AND GOVERNANCE

What security protocols are in place?
How is the community managed? Do residents have a say in decisions?

COMMUNITY CULTURE AND TRIAL PERIODS
Are you comfortable with the community’s culture? Can you speak with residents about their experiences?
Is a trial stay or short-term lease available?

Kari Ostby

Senior Real Estate Specialist (SRES) Accredited Buyers Representative (ABR) Realtor