Altis at Beaumont vs. Trilogy at Glen Ivy

Both are positioned at the top of the IE 55+ market. Both deliver resort-level amenities. The financial structures are fundamentally different — Altis carries a fresh 25-year CFD and no golf; Trilogy has a private golf course, a master + sub-HOA structure, and fire insurance complexity. The buyer who belongs at each is different.

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Side-by-Side Numbers

Altis at BeaumontTrilogy at Glen Ivy
BuilderPardee HomesShea Homes
StatusNew construction availableResale only
Total Homes~1,600 planned~1,500
Price Range$520K–$750K (new)$650K–$950K+ (resale)
HOA (monthly)~$280 (single association)~$430 combined (master + sub)
Mello-Roos / CFD~$3,000–$4,500/yr (active 25-yr)~$2,500–$3,500/yr (verify parcel)
GolfNo golf coursePrivate 18-hole (verify access terms)
FreewayI-10 (Beaumont)SR-91 (Corona, toward OC)
Fire Insurance RiskLow (inland, flat)Elevated (WUI-adjacent, Cleveland NF)
10-Year Non-Mortgage (mid price)~$155K at $620K~$196K at $750K

The $41,000 Ten-Year Cost Gap — What's Driving It

At mid-range prices, Trilogy at Glen Ivy costs approximately $41,000 more in 10-year non-mortgage costs than Altis at Beaumont. Three factors drive the gap: (1) the $150/month HOA difference (master + sub vs. single association) compounds to approximately $18,000 over 10 years; (2) the higher purchase price at Trilogy generates higher annual property tax; and (3) Trilogy's fire insurance premium is elevated relative to Altis's lower-risk inland position.

Both communities carry meaningful CFD obligations — Altis's is front-loaded and known (new construction, disclosed upfront); Trilogy's varies by parcel and phase. Neither is CFD-free. The CFD difference is not the main driver of the cost gap — the HOA and purchase price premium are.

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New Construction vs. Resale — The Decision That Changes Everything

Altis is still selling new construction. That means you can select your lot, choose your floor plan, customize finishes, and build to current construction standards. The flip side: you pay a Mello-Roos CFD that will run for approximately 25 years from issuance date. You also take on the risk of construction delays and the reality that your community will be under construction for several years around you.

Trilogy is resale only. You see exactly what you are buying — the condition, the finishes, the specific lot, the mature landscaping. You avoid any new-construction risk or disruption. The trade is paying a premium for an established community that someone else built, and inheriting the HOA structure and governance decisions that were made without your input.

Choose Altis if: new construction, I-10 access, or lower fire insurance risk are priorities

Altis delivers the best new-construction 55+ product in the IE at a price point below Trilogy, with the added benefit of I-10 access rather than the SR-91/OC corridor. The 25-year CFD is real and meaningful, but it is fully disclosed, structured, and amortizes over time. For buyers who want a turnkey new home in a building community and are comfortable committing to the I-10 / Beaumont corridor, Altis is one of the strongest products in the market.

Choose Trilogy if: golf, established community character, or OC proximity are priorities

Trilogy's private golf course, mature landscape, mountain backdrop, and proximity to the OC via SR-91 deliver a lifestyle that Altis — still under construction in a flat Beaumont master plan — cannot replicate. For buyers coming from OC gated communities who want an established resort community with golf access and the Corona/Norco corridor's proximity to family in Orange County, Trilogy earns its premium. Get insurance quotes before closing and verify the master + sub HOA total before signing.

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