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HB 2999 buyer resource

Master-Planned Community Buyer's Checklist

Ten questions to get answered in writing before you sign. Special tax districts can add a separate monthly line for decades. In my experience buyers that are not fully aware of this are often caught off guard and sometimes burdened by the unexpected monthly costs.

What you will get

A one-page PDF you can forward to your lender, builder rep, and title company. Pairs with the SAID monthly cost calculator.

  1. Is this property inside, planned to be inside, or could it be inside a SAID, CFD, or special tax district in the next 30 years?
  2. What is the current special assessment rate per $100 of net assessed value?
  3. What is the maximum rate if the override provision applies?
  4. What bonds are outstanding, and what is the remaining term?
  5. What public infrastructure does the district finance?
  6. Will the year-one property tax bill reflect the fully built-out assessment?
  7. Are HOA dues separate from the special assessment? What is each monthly?
  8. Who administers the district and how are rate changes communicated?
  9. What happens to the assessment if you sell before bonds mature?
  10. Has the builder provided a written total monthly cost breakdown (P&I, tax, SAID, insurance, HOA)?

Get the checklist

Email and phone required. Howe Realty only. Unchecked consent by default.

Questions on your target community?

Jon Hegreness, REALTOR / Associate Broker, Howe Realty. Call or schedule a Zoom: (623) 826-0888 · JonHegreness@gmail.com