Residential · Lifestyle · PDF toolkit
Lifestyle & Second-Home Purchase Toolkit
Planning worksheets for buying a second home, vacation property or a home in a lifestyle community: total cost of ownership, rental-rule checks, community and amenity review, and a seasonal-use plan.
The problem it solves
A second home or a home in a golf, lake, resort or active-adult community is a lifestyle decision with real carrying costs. Dues, insurance, travel, maintenance while you are away and local rental rules all affect whether it works.
This toolkit helps you add up the full cost, check the rules before you count on rental income, and compare communities on the things that matter to you.
What’s inside
5 worksheets and checklists with 19 items, as a printable PDF
Total cost of ownership
Add up what the property costs to hold each year.
Rental-rule check
Confirm what is allowed before you rely on rental income.
Community & amenity review
Compare lifestyle communities side by side.
Seasonal-use plan
Plan how the home will be used and looked after through the year.
Decision summary
Pull it together and compare up to three properties.
Who it’s for
- Buyers considering a second home or vacation property
- Buyers comparing golf, lake, resort or active-adult communities
- Agents who want a planning worksheet to share with clients
Price
$27
one-time payment
Buy now — $27Your download link appears on the order confirmation page as soon as payment goes through, and it is also sent in your order email.
Questions
Does it estimate rental income?
No. It helps you check the rules and costs; any income estimate is yours.
Is it for retirees only?
No. It covers any lifestyle or second-home purchase.
How do I get it?
Your download link appears on the order confirmation page as soon as payment goes through, and it is also sent in your order email.
What if it isn’t right for me?
Refunds are handled under our Refund & Returns Policy. Questions: contact us.
General educational material, not legal, tax, financial, investment, appraisal or brokerage advice. Real Estate Resource Library is not a licensed real estate broker or agent.
Lifestyle & Second-Home Purchase Toolkit
Planning worksheets for buying a second home, vacation property or a home in a lifestyle community: total cost of ownership, rental-rule checks, community and amenity review, and a seasonal-use plan.
Buy now — $27