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How to Find the Perfect HOA for You

Written by Shawnna Dick | Aug 15, 2025 7:21:09 PM

House hunting is exciting—but it can also be overwhelming, especially when you're considering homes located within a Homeowners Association (HOA). With millions of homes governed by HOAs, it’s essential to understand the additional layer of rules, fees, and responsibilities that come with them.

So how do you find a home—and an HOA—that’s the right fit for your lifestyle?

Here are key steps to take, along with a powerful tool that can make the process smoother and smarter.

 1. Review the HOA’s Governing Documents 

Before you fall in love with a home, take time to review the HOA’s:

  • Covenants, Conditions & Restrictions (CC&Rs)
  • Bylaws
  • Rules and Regulations

These documents spell out what you can (and can’t) do in the community—from paint colors to parking rules to short-term rentals. If the rules don’t match your lifestyle, it’s better to know up front.

2. Evaluate the HOA's Financial Health

Not all HOAs are created equal. Some are well-run with strong financial reserves—others may struggle to cover basic maintenance.

Ask for:

  • Recent budgets and reserve fund statements
  • Any history of special assessments
  • A record of delinquencies or lawsuits

A poorly funded HOA can lead to surprise costs, deferred maintenance, or even declining property values.

3. Research Amenities, Maintenance, & Enforcement

Pick HOA’s with amenities that match your lifestyle. Are the common areas clean and well-maintained?

Look into:

  • What amenities are offered
  • How frequently they are maintained
  • How rule enforcement and fines are handled

You want an HOA that takes good care of the neighborhood.

4. Understand Fees and Special Assessments

HOA dues vary widely—some are $25/month, others are $500 or more. Ask:

  • What are the monthly or quarterly dues?
  • Are there transfer fees, initiation fees, or special assessments?
  • What do the dues actually cover?

Understanding the true cost of living in the HOA will help you plan your budget—and avoid unpleasant surprises later.

Need Help? Work with a Certified HOA Specialist

Feeling overwhelmed? You’re not alone. That’s why it’s smart to work with a real estate agent who’s a Certified HOA Specialist—someone trained to help buyers navigate HOA communities with confidence.

The Secret Weapon: The HOA Summary REX Report

Smart buyers (and smart agents) use the HOA Summary-The REX Report—a powerful tool that delivers everything you need to know about an HOA in one easy-to-read web-based report.

Here’s what you get:

HOA Fees and Charges

Understand exactly what you’ll pay—including monthly dues, closing fees, and any surprise assessments.

Living Restrictions

Know the rules for:

  • Rentals
  • Pets
  • Parking
  • Landscaping
  • and more...

 Loan-Friendly (or Not?)

If you're buying a condo, the report highlights key warrantability criteria that could impact your mortgage approval.

Always Up-to-Date

The report is live and web-based, so you’ll always get the most current data available.

Why You Need the HOA Summary- The REX Report

Whether you're a first-time buyer or seasoned homeowner, this report helps you:

  • Avoid Surprises
  • Understand HOA Costs and Rules
  • Make Informed Buying Decisions

You deserve to know exactly what you’re signing up for.

What’s Included in the Report?

  • Annual HOA fees and additional charges
  • All transaction-related fees due at closing
  • Financial health indicators
  • Rules and policy highlights (rental, pets, ARC, etc.)
  • Amenities and services
  • Legal red flags
  • Warrantability criteria for lenders
  • General neighborhood information

The Bottom Line

Choosing the right home means choosing the right community. With the right guidance—and the right tools—you can confidently find the perfect HOA that fits your lifestyle, your values, and your budget.