Trilogy at Ocala Preserve —
Complete 2026 Community Guide

Shea Homes' modern 55+ community near On Top of the World — fee simple ownership, no CDD, no leasehold, $499/mo all-inclusive HOA. The simplest ownership structure in the Ocala market.

📍 Ocala, FL (Marion County)55+ Gated Community~1,600 Homes PlannedFee Simple — No CDD$250K–$550K
Price Range
$250K–$550K
New + resale available
HOA Fee
~$499/mo
All-inclusive
CDD
None
No bond on tax bill
Ownership
Fee Simple
No leasehold anywhere
Builder
Shea Homes
Still building

The Simplest Ownership in the Ocala Market

Trilogy at Ocala Preserve is Shea Homes' 55+ community on the northwest side of Ocala, Marion County — a few miles from On Top of the World, which is its most natural competitor. Where OTOW is a decades-old community with layered ownership structures (including leasehold on OTOW Central), Trilogy is newer construction with a deliberately simplified ownership model: fee simple throughout, no CDD, no bond, one HOA fee that covers everything.

That simplicity is the core value proposition. Buyers comparing Trilogy to On Top of the World frequently discover that OTOW's lower purchase prices come with structural complexity — the leasehold on OTOW Central means you own the structure but not the land, the CDD bond at Del Webb Stone Creek adds thousands per year, and ownership types vary across OTOW's multiple sections. Trilogy eliminates all of that: you own the land, there's no separate CDD assessment, and the $499/mo HOA is a single, complete number.

Fee simple throughout — no leasehold, no CDD, no bond. Every home at Trilogy at Ocala Preserve is fee simple ownership. There is no CDD assessment on your tax bill and no bond to assume or pay off. The $499/mo HOA is all-inclusive. This is the simplest ownership structure in the Ocala 55+ market.
Tampa Metro Market — Live Data
Source: Redfin · Period: March 2026
$375,000
Median Sale Price
51 days
Median Days on Market
24,314
Metro Active Listings
-
Sale-to-List Ratio

One Fee. Everything Included.

Trilogy at Ocala Preserve's fee structure is the most transparent of any community in this guide. One HOA fee, no CDD on the tax bill, no mandatory add-ons.

Trilogy at Ocala Preserve — Full Fee Breakdown (2026)
HOA Fee — All-Inclusive~$499/mo. Covers amenity access, lawn maintenance, common area upkeep, community management, and all programming. Verify current amount with HOA before closing.
~$499/mo
CDD AssessmentNone. Unlike most Florida 55+ communities, Trilogy at Ocala Preserve has no CDD. There is no separate bond or infrastructure assessment on your Marion County tax bill.
$0
GolfNo on-site golf. Ocala has numerous public courses nearby. Budget separately if golf is a daily activity.
Off-site only
Total monthly community fees
~$499/mo

Trilogy at Ocala Preserve at a Glance

DeveloperShea Homes — Trilogy brand
LocationNW Ocala, Marion County, FL — near SR-200 corridor
Total Homes Planned~1,600
Build StatusStill building — new construction available
Age Restriction55+
GatedYes — gated entry
OwnershipFee simple throughout — no leasehold
CDDNone
HOA Fee~$499/mo all-inclusive (verify current)
GolfNo on-site golf
Nearby CompetitorOn Top of the World (OTOW) — same SR-200 corridor
MedicalHCA Florida Ocala Hospital, AdventHealth Ocala — within Ocala metro

Club Latitudes — Modern Resort Amenity Program

Club Latitudes — central clubhouse and amenity hub
Resort-style pool and spa
State-of-the-art fitness center
Pickleball courts
Tennis courts
Bocce ball courts
Arts and crafts studio
Culinary studio / demonstration kitchen
Restaurant and bar on-site
Walking and biking trails
Full-time lifestyle director
Outdoor gathering and event spaces

Who Trilogy at Ocala Preserve Is Right For

Strong fit for buyers who:
  • Want the simplest possible ownership structure — fee simple, no CDD, one transparent HOA fee
  • Are comparing Trilogy to On Top of the World and prefer avoiding OTOW Central's leasehold complexity
  • Want newer construction than OTOW — Trilogy's homes are more modern in design and systems
  • Are comfortable with a smaller community (~1,600 homes) that is still completing build-out
  • Want a Shea Homes build quality — Shea is a well-regarded private builder with a track record in 55+ construction
Consider alternatives if you:
  • Want golf included — there is no on-site golf at Trilogy. OTOW includes golf on most tiers.
  • Need a larger activity and club ecosystem — at ~1,600 planned homes, Trilogy is smaller than OTOW's 10,000+ homes
  • Are budget-sensitive — $499/mo HOA is transparent but not the lowest in Ocala. OTOW's fees can be structured lower depending on which section and amenity tier you choose
  • Want the most established resale market — Trilogy is still building, so resale data and community maturity are still developing

Trilogy vs. OTOW — The Ocala Decision

Most buyers who visit Trilogy also tour On Top of the World — they're a few miles apart on the same SR-200 corridor and serve the same buyer profile. The comparison usually comes down to three things:

  • 🏠Ownership simplicity vs. price. Trilogy is fee simple everywhere, no CDD, one clear fee. OTOW Central is leasehold (you own the structure, not the land) — lower purchase prices, but a fundamentally different ownership. OTOW's newer sections (Candler Hills, Stone Creek by Del Webb) are fee simple but add a CDD bond. Trilogy wins on simplicity; OTOW can win on price in certain sections.
  • Golf included vs. no golf. On Top of the World includes golf on most membership tiers — four 18-hole courses on-site. Trilogy has no golf. If you play regularly, factor in the off-site cost at Trilogy or recognize golf inclusion as a reason to choose OTOW.
  • 🏗️Modern construction vs. established community. Trilogy's homes are newer — more contemporary floor plans, energy-efficient systems, current building codes. OTOW has homes from multiple eras and sections; quality and layout vary significantly. If new construction matters, Trilogy has the edge.

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