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Heritage Landing
Trade-Up Program

A smarter way to sell now and move into what’s next.

Our Trade-Up Program is built for owners who want one trusted team to help them:

Sell strategically in Heritage Landing
Move into a replacement home—whether that’s bigger, smaller, new construction, or resale
Do it with a preferred commission rate when we represent them on both the sale and the purchase

You’re not just trading homes. You’re leveling up your lifestyle and your long‑term plan—with a team that’s handled 800+ Heritage Landing transactions and specializes in bundled golf communities across Southwest Florida.

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What Is the Heritage Landing Trade-Up Program?

The Heritage Landing Trade-Up Program is a coordinated sell-and-buy strategy for owners who want to:

  • Move from one Heritage Landing property to another
  • Sell in Heritage Landing and buy in a similar bundled golf community
  • Adjust their lifestyle (bigger, smaller, different location) without guesswork and chaos

When you list your home with us and have our team represent you in the purchase of your next property, you unlock:

  • A preferred commission rate on your sale
  • A fully integrated plan that connects your sale, your purchase, and—if needed—interim renting or property management

It’s designed to make your next move simpler, safer, and more profitable.

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Who Is the Trade-Up Program For?

You don’t have to “trade up” to a bigger home. This is about trading into your next right home, not just more square footage.

The Trade-Up Program is for Heritage Landing owners who:

1. Want a different home inside Heritage Landing

Maybe you:

  • Started with a condo or terrace and now want a coach home or single-family home
  • Want a different view, exposure, or building location
  • Are ready for a more permanent, full-time residence

We help you sell your current property and secure the upgrade that matches your next chapter.

2. Want to move to another bundled golf community

If you’re ready for a new setting—but still want that bundled golf, resort-style lifestyle—we can help you sell in Heritage Landing and purchase in similar communities such as:

  • Calusa Country Club
  • Wellen Park Golf & Country Club
  • Webb's Reserve
  • And other bundled golf communities from Naples to Venice

We’ve lived or owned in multiple bundled golf communities ourselves, so we can help you compare lifestyle, fees, and long-term value—not just floorplans.

3. Want to reposition an investment

If your Heritage Landing home is a rental or an investment property, we can:

  • Help you sell and re-deploy that equity into a different type of property or market
  • Or help you buy another property better aligned with your goals, while leveraging our full-service management through RentSWFL
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How the Trade-Up Program Works (Step by Step)

Step 1 – Strategy Session

We start with a simple question:“Where are you now—and where do you want to be next?”

‍We’ll talk through:

  • Your current home and equity position
  • Your ideal replacement property (location, size, lifestyle, timing)
  • Whether the best move is within Heritage Landing or into another community

You’ll walk away with a clear, customized game plan, not just a random price opinion.

Step 2 – Home Valuation & Sale Plan

We’ll provide a detailed look at:

  • Your home’s current market value in Heritage Landing
  • Competing inventory and recent sales (we’ve seen hundreds of them up close)
  • A pricing and positioning strategy designed to attract serious, qualified buyers

This is where our Fortune 500–level sales and marketing experience kicks in—your listing isn’t just “on the market,” it’s strategically positioned to win in this niche.

Step 3 – Community & Home Matching

Based on your goals, we’ll:

  • Identify the best options inside Heritage Landing (buildings, product types, views)
  • Or match you with other bundled golf communities that fit your lifestyle and budget

Because we’ve lived as residents and owners in multiple bundled golf communities across Southwest Florida, we can speak plainly about:

  • How each community “feels” to live in
  • Long-term resale dynamics and fees
  • Which buyers tend to gravitate where—useful if you’re also thinking about investment potential

Step 4 – Coordinated Sale & Purchase

Instead of juggling two unrelated deals, we orchestrate everything:

  • We time your listing so it aligns with realistic opportunities for your next purchase
  • We structure contingencies and timelines to minimize the risk of being “in between” homes
  • We use our network of lenders, agents, and vendors to keep both sides moving smoothly

This is where 800+ Heritage Landing transactions and 20+ years in bundled golf communities really show up—you benefit from patterns we’ve already seen and solved.

Step 5 – Support Before, During & After Closing

Whether your move happens quickly or in stages, we support you with:

  • Property prep, staging suggestions, and repairs
  • Contract management on both sale and purchase
  • Property management if you decide to rent in the interim
  • 1031 Exchange / FIRPTA coordination assistance (as applicable)

Our goal is simple: get you from “I think I’m ready” to “I’m so glad we did this” without the chaos.

Preferred Commission Rate When We Handle Both Sides

We believe in rewarding long-term relationships.

When you:

  • List your home with us, and
  • Have us represent you in the purchase of your replacement property

– whether it’s in Heritage Landing, in another bundled golf community, new construction, or resale –you benefit from a preferred commission rate on the sale.

‍
You get:

  • One team managing both transactions
  • A unified strategy around pricing, timing, and terms
  • Financial efficiency built into the process—not tacked on as an afterthought

It’s our way of saying “we’re in this with you” for the entire journey, not just one side of the deal.

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How Trade-Up Pairs with Full-Service Property Management

Sometimes the right move isn’t an immediate clean break.

Because we also operate RentSWFL, a full-service property management company with over 20 years in business, we can:

  • Help you buy your replacement home now, while keeping your Heritage Landing property as a professionally managed rental
  • Or help you sell your current home and purchase an investment property that fits your income and tax goals

This flexibility lets us overcome common obstacles like:

  • “I’d move, but I don’t want to sell this one yet.”
  • “I want to buy now, but I need rental income to cover carrying costs.”
  • “I’m worried about vacancies, tenant issues, or managing from out of state.”

Because our team lives in both sales and management, we know how to structure a plan and a contract that works in real life—not just on paper.

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Why Use the Trade-Up Program Instead of Just “Sell, Then Figure It Out”?

Here’s what the Trade-Up Program solves that a “normal” listing doesn’t:

  • You’re not guessing about timing.
    We know community lifecycles—when it’s smart to sell, buy, or hold in bundled golf communities—and we use that knowledge to help you avoid avoidable mistakes.
  • You’re not juggling two agents and two strategies.
    One team coordinates your sale and purchase, so everyone is rowing in the same direction.
  • You’re not leaving money on the table.
    Our preferred commission structure for Trade-Up clients + strategic pricing + deal-structuring expertise is designed to maximize both your net now and your long-term position.
  • You’re leveraging deep Heritage Landing experience.
    With 800+ transactions here, we know how to keep deals alive through inspection, HOA, and lender hurdles—so your plan actually reaches the finish line.
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Ready to Explore Your Trade-Up Options?

If you own in Heritage Landing and are even considering a move—inside the community or out of it—now is the time to get a plan, not just a price.

Schedule a Trade-Up Strategy Session
Let’s talk about your current home, your next home, and the smartest way to connect the dots.
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Frequently asked questions

Do I have to buy a bigger or more expensive home to use the Trade-Up Program?
Can I use the Trade-Up Program if I’m moving to another city or community?
How does the preferred commission rate work?
What if I’m not sure yet whether I want to sell, rent, or trade up?
When should I contact you if I’m thinking about using the Trade-Up Program?

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