Summerfield: The Complete True Cost

The lowest HOA of any major community plus a moderate county rate make Summerfield a total-cost standout. Here are the numbers that prove it — and the per-occupant fee nuance the headline hides.

All-In Monthly at Three Price Points

Summerfield's mixed housing (single-family, townhome, condo) spans roughly $300K–$600K. The HOA below is the single-occupant rate; a couple adds about $58/mo.

Lower — $350K

Home price$350,000
P&I (20% down, 7.25%)$1,910/mo
HOA$58/mo
Property tax~$245/mo
Insurance (est.)~$115/mo
All-in monthly~$2,328/mo

Townhome or condo product.

Mid — $450K

Home price$450,000
P&I (20% down, 7.25%)$2,456/mo
HOA$58/mo
Property tax~$315/mo
Insurance (est.)~$140/mo
All-in monthly~$2,969/mo

Typical single-family.

Upper — $550K

Home price$550,000
P&I (20% down, 7.25%)$3,002/mo
HOA$58/mo
Property tax~$385/mo
Insurance (est.)~$160/mo
All-in monthly~$3,605/mo

Larger detached homes.

The 10-Year Projection

Summerfield's low, slow-growing HOA is the quiet hero of its ten-year math — there's simply less variable cost to compound. Here's a $450K home over a decade (single occupant).

$450K SummerfieldMonthly all-in
Year 1$2,969/mo
Year 5$3,046/mo
Year 10$3,160/mo
10-year total carrying cost$367,140

Assumes P&I fixed; property tax and HOA grow ~3%/yr; insurance ~5%/yr. Excludes principal paydown and equity. Illustrative, not a quote.

Why Summerfield Wins on Total Cost

Compare the ten-year monthly drift here to Summerplace or Claremont: a ~$58/mo HOA growing at 3% adds only a few dollars a year, while a ~$235/mo HOA growing at 3% adds far more in absolute dollars. Low base dues compound slowly. Over a decade, that gap is real money — and it's the strongest argument for Summerfield over its pricier-dues peers.

Measure 50 & the Income-Tax Overlay

Measure 50: Verify Assessed Value First

Oregon caps a home's taxable assessed value at ~3% growth per year, so a long-held home's assessed value often sits well below its $450,000 market price — and resets upward when you buy. Summerfield is an established community, so older homes can carry assessed values well below market — meaning the seller's bill understates yours. Confirm with the Washington County assessor.

On the income side, Summerfield (Washington County, inside Metro) can owe the 1% Metro Supportive Housing tax above $125K single/$200K joint, but not the Multnomah Preschool-for-All tax. The statewide overlay:

Annual withdrawal (401k / IRA / pension)Oregon income tax / yrMonthly equivalent
$40,000$2,386$199/mo
$60,000$4,136$345/mo
$80,000$5,886$490/mo
$100,000$7,636$636/mo

Married filing jointly, 2025 standard deduction applied; the $8,500 federal tax subtraction is not modeled and would reduce these figures. Social Security and qualified Roth withdrawals are exempt. In Multnomah County, add local surtaxes above $125K single / $200K joint.

Get Summerfield's Real Numbers

Summerfield's low dues make it a value play. Get matched with a Tigard specialist who can confirm per-occupant fees, product type, and the true ten-year cost on a specific home.

Get Matched With a Specialist