Shea Homes’ 55-plus property near Lake Norman is aging gracefully

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The appeal of housing projects that limit their population to adults aged 55 and older is growing, particularly in attractive Sun Belt cities like Charlotte and Raleigh, where a lot of children of out-of-state senior citizens are landing jobs. That’s part of the reason that the Shea Family of Companies is enjoying success at its Trilogy Lake Norman site for the 55-plus crowd in Lincoln County, about five miles west of the massive lake and 25 miles north of downtown Charlotte. The development’s website lists home prices ranging from about $250,000 to $450,000.

We asked General Manager Jay Seymoure about Trilogy Lake Norman, where he has been general manager since 2014, when it was in its planning stage. The Arizona State University MBA has worked for Shea’s Trilogy Division for 17 years across all parts  of the business. Before coming to Charlotte, he worked at the Trilogy Resort community of Encanterra in a Phoenix suburb.

When did the first home sale close at Trilogy Lake Norman?

October 2016

How many live there now?

Approximately 800 homeowners reside at the Trilogy community

How many homes are planned?

Approximately 1,200

Is there a time frame when you expect to complete the community?

The community is slated to be complete in 2024.

What is Shea’s investment in the community?

$200 million

The Twin Mills Club has won national awards for its design. What is the main mission of that club?

Our main mission is to provide exceptional, resort lifestyle experiences for our homeowners. The amenities and programming is designed to meet the needs of the homeowner, including outdoor excursions at Trilogy’s signature space The Outfitter, cooking classes, or enjoying pickleball with neighbors. The club is designed to encourage and galvanize authentic social connections.

Are most residents coming from outside of North Carolina?

Approximately 70% of Trilogy homeowners come from outside of the Carolinas

What is the annual HOA fee?

Homeowner monthly dues are $340, and there is a onetime club initiation of $5,000.

Do the residents have a governance structure that gives them input into key decisions?

The Club is private and run by BlueStar,  a professional resort management company that receives homeowner feedback informally as well as annual surveys to gain the pulse of the membership and adjust programming accordingly. There is also a club management advisory board that meets monthly to assist in providing feedback.

How many 55-plus communities does Shea operate?

Shea Homes has 14 Trilogy 55-plus and resort lifestyle communities in Arizona, California, Florida, Nevada, North Carolina, Virginia and Washington. The division started in 1999.

What do you enjoy most about your work?

The end result of what we do is the ability of seeing people change their lives for the better when they move to a Trilogy community. To see the tremendously positive impact that the club programming and fabric of the neighborhood has on homeowners is astounding.

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