Heritage Isle True Cost Guide

Heritage Isle is not one financial product. It is two. A $250,000 condo with a $630 CDD and a carrying cost around $672/month. A $400,000 single-family home with a $1,309 CDD and a carrying cost of $959/month. Same gatehouse. Same 21,000-square-foot clubhouse. Same resort pool. Nearly $290/month apart. That gap — $69,360 over twenty years — is the most important number in this guide.

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Two Products, One Community

Heritage Isle Condo — $250K

HOA: ~$310/mo (includes exterior)

CDD: $630/yr → $53/mo

Property Tax: ~$2,100/yr → $175/mo

Insurance (HO-6): ~$1,100/yr → $92/mo

Non-Ad Valorem: ~$500/yr → $42/mo

Total: ~$672/month

Heritage Isle SF — $400K

HOA: ~$300/mo

CDD: $1,309/yr → $109/mo

Property Tax: ~$3,300/yr → $275/mo

Insurance (HO-3): ~$2,800/yr → $233/mo

Non-Ad Valorem: ~$500/yr → $42/mo

Total: ~$959/month

The condo buyer gets the same Heritage Isle Club membership, the same fitness center, the same pickleball courts, the same social calendar. What differs is the home (ground-floor garden apartment versus standalone house), the CDD ($630 versus $1,309 — the condo is less than half), the insurance (HO-6 condo policy versus HO-3 — dramatically different), and the property tax driven by assessed value.

The condo HOA runs slightly higher because it covers exterior maintenance — roof, paint, landscaping. The single-family HOA does not. But the total cost still favors the condo by nearly $290/month because the CDD, tax, and insurance savings dwarf the HOA difference.

The Investment Math Nobody in Real Estate Wants You to Do

The question most buyers never ask: Would you rather own a $250K condo in Heritage Isle with $672/month carrying cost — and invest the $150,000 difference in a balanced portfolio — or own a $400K single-family home with $959/month carrying cost and no additional investment capital? Over twenty years at a 6% average return, that $150,000 grows to approximately $481,000. The condo buyer who invests the difference may build more wealth than the single-family buyer who put everything into the house. This is not financial advice. It is math that nobody in real estate wants you to do.
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The Condo Trade-Offs

The Senior Exemption Amplifier

Buyers 65+ with household income under approximately $37,000 qualify for an additional $50,000 exemption. On the $250K condo, this exemption represents a larger percentage of the assessed value — reducing property taxes to roughly $1,500/year. That drops total carrying cost to approximately $622/month. A gated 55+ community with a 21,000-square-foot clubhouse for $622/month. That number exists at Heritage Isle — if you know to look for it.

Heritage Isle Community Page | Heritage Isle vs Del Webb

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