My purchase experience in discussing property taxes, bonds and district M&O assessments with realtors showed that there is a general understanding. In creating a budget for living in The Villages, my The Nut itemizing the fixed monthly costs, my Sumter County tax invoice will be 15.86%. A percentage that could have been quite a bit larger had we purchased a home elsewhere.
It was an earlier version of my OP cheatsheet that defined where we looked for our home, eliminating Lake County, Marion County and south of 44. Then, within the target area, it came to floor plan, village location, amenity and shopping proximity.
With the record number of homes on the market, we had a significant buying advantage. Buyers during the last few years didn’t have the same advantage. Still, as the home market price adjustment toward a pre-covid normal continues, we purchased at close to the peak pricing. Our market timing was good but not great.
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