Lisa Treu
Founder and CEO | Lisa Treu | Treu Group Real Estate
New York · New Jersey · Palm Beach County
If Palm Beach County is in your plans, December 31, 2026 is the date to plan around. Own and live in your home by then, and you can file for your 2027 homestead exemption. Miss it, and those savings wait a full year.
Book a relocation call Call 561-352-3056In Palm Beach County, the homestead exemption goes to owners who own the home and live in it as their permanent residence on January 1. You then file by March 1. Close by December 31, 2026, and you can file for 2027.
Today: up to about $50,000 off your home's assessed value (the second $25,000 does not apply to school taxes), plus the Save Our Homes cap, which limits yearly increases in your assessed value to 3% or the change in CPI, whichever is lower.
Approved, starting in 2027: Florida is raising the homestead exemption on non-school property taxes to up to $150,000 in 2027 and up to $250,000 in 2028. Owners who are Florida residents by December 31, 2026 qualify for the larger amount; newer residents wait until their fifth year. Talk with your tax advisor about your situation.
In the first half of 2026, 12,338 people in Palm Beach County traded an out-of-state driver's license for a Florida one, up 14%. New York was number one. New Jersey was number two.
On our call, I'll walk you through every property tax and timing question that could affect your move this year.
Book a relocation call. Set your budget, your must-haves and the two or three areas that fit how you live. Get pre-approved or confirm proof of funds. Talk with your tax advisor about establishing Florida residency.
Tour homes in person or by live video with me. Ask builders about move-in-ready homes and year-end incentives. Write your offer.
Inspections, insurance quotes and appraisal. Financed purchases usually need 30 to 45 days from contract to closing; cash can often close in two to four weeks. Close, get your keys, and move in.
File for your homestead exemption with the Palm Beach County Property Appraiser.
For the full residency checklist, read How to Establish Florida Residency When Relocating.
Golf and club communities, PGA Boulevard shopping and dining, and new construction in Avenir.
Waterfront living on the Intracoastal and the Loxahatchee River, with quick access to the Jupiter Inlet.
Downtown living near the city's growing office district and Brightline.
Stuart and Palm City, with more space and a slower pace just north of Palm Beach County.
Moving for work? Read Moving from New York, New Jersey or Connecticut for Work.
I've sold homes in Palm Beach County since 1989, and I live here too. I host Treu Real Estate 911 on WJNO and I'm a featured host on American Dream TV. My team specializes in luxury, waterfront and new construction homes, and we guide buyers from up north through every step, even when you are buying from a thousand miles away.
On a 20-minute relocation call we cover:
You need to own the home and live in it as your permanent residence on January 1, 2027, so the practical deadline is closing and moving in by December 31, 2026. You then file with the Palm Beach County Property Appraiser by March 1, 2027.
Often, yes. Many buyers use cash, a bridge loan or a home equity line to buy first. We'll talk through what fits your situation on our call, and your lender can confirm the numbers.
Yes. We tour homes by live video, and inspections, appraisals and closing can be handled remotely, so you can be here for the moments that matter most.
Move-in-ready new construction can be one of the fastest paths, because the home is already built. Homes still under construction usually will not close in time.
Plan for property taxes, homeowners and flood insurance where required, and HOA or club fees. We'll estimate each one for the homes you're considering.
Book a relocation call and let's map out your move.
Book a relocation callCall 561-352-3056Homestead exemption rules are set by Florida law and administered by the Palm Beach County Property Appraiser. This is not tax or legal advice; talk with your tax advisor about your situation. Driver license data: MIAMI REALTORS, 2026 Q2 South Florida Driver License Exchanges Report. Lisa Treu, Treu Group Real Estate, FL license SL484511, 2000 PGA Blvd #4440, Palm Beach Gardens, FL 33408. Equal Housing Opportunity.
Search every city I serve, from Jupiter and Palm Beach Gardens to Delray Beach and Boca Raton, updated live from the MLS. On our call, I'll match what you find to your budget, timeline and must-haves.
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