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Retirement Housing Preferences & Trade-Off Priorities Survey

Uncovers which retirement housing features — cost, location, care access, privacy, community life — actually drive decisions, using trade-off exercises and price sensitivity questions instead of simple ratings. Built for senior living operators, developers, and planners, with an AI follow-up that probes what respondents would sacrifice to secure their top priority.

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Sample questions

A preview of what’s in the template. Every question is editable before you launch.

13 questions · ~7 min
Q01
Message

Thanks for taking a few minutes to share your thoughts on retirement housing! There are no right answers — we want to understand what matters most to you when weighing options. About 6-8 minutes.

Q02
Multiple ChoiceRequired

Which best describes where you are in planning a move to retirement housing?

  • Just starting to explore options
  • Actively researching communities
  • Touring or shortlisting specific places
  • Ready to decide within the next few months
  • Already decided or in the moving process
Q03
Best–Worst Trade-off (MaxDiff)Required

For each set, pick the feature that matters most to you and the one that matters least when choosing a retirement housing community.

  • Monthly cost and fees
  • Proximity to family and friends
  • On-site healthcare or nursing access
  • Size and privacy of living space
  • Maintenance-free living (no yard work or repairs)
  • Social activities and community events
  • Walkability to shops, dining, and services
  • Safety and security features
  • Pet-friendly policies
Pick best & worst per setBest:Matters mostWorst:Matters least
Q04
Point AllocationRequired

Imagine you have 100 points to split across these priorities based on how much weight each should carry in your decision. Allocate all 100 points however feels right.

  • Monthly cost and affordability
  • Location and proximity to family
  • Living space and privacy
  • Healthcare and support services
  • Social and recreational amenities
Allocate 100 points
Q05
Price Sensitivity (Van Westendorp)Required

Now think about the monthly fee for a retirement housing community that fully meets your needs (rent plus standard services).

  • At what monthly fee would this community feel so inexpensive that you'd question the quality of care and amenities?
  • At what monthly fee would this community feel like a bargain — great value for the money?
  • At what monthly fee would you start to feel this community is expensive, though you'd still consider it?
  • At what monthly fee would this community be so expensive that you would not consider it at all?
Q06
MatrixRequired

How important is each of the following services when you picture your ideal retirement housing community?

6 rows × 5 columns
  • On-site medical or nursing staff
  • Housekeeping and home maintenance
  • Prepared meals or dining service
  • Transportation services
  • Fitness and wellness programs
  • +1 more
Columns: Not important · Somewhat important · Important · Very important · Essential
Q07
Opinion ScaleRequired

How likely are you to move into some form of retirement or senior housing within the next 12 months?

Scale: 0 – 10
Min:Not at all likelyMax:Extremely likely
Q08
Multiple Choice

Which type of retirement housing are you currently leaning toward, if any?

  • Independent living community
  • Assisted living community
  • Continuing care retirement community (CCRC)
  • Age-restricted (55+) single-family home
  • Multigenerational home with family
  • Staying in current home with modifications
  • Not sure yet
Q09
AI Interview

Explore the real trade-off between cost and the feature the respondent ranked most important in the prioritization exercise. If healthcare access or proximity to family topped their list, ask what monthly fee increase they'd tolerate to secure it and what they'd cut from their budget to make it fit. If they're 'not sure yet' on housing type, probe what specific information or experience (a tour, a cost breakdown, a conversation with a resident) would help them decide.

Q10
Multiple Choice

What is your current living situation?

  • Own home outright
  • Own home with a mortgage
  • Rent
  • Live with family
  • Other
  • Prefer not to say
Q11
Multiple Choice

Which age range do you fall into?

  • Under 55
  • 55-64
  • 65-74
  • 75-84
  • 85 or older
  • Prefer not to say
Q12
Multiple Choice

What is your approximate annual household income?

  • Under $50,000
  • $50,000-$99,999
  • $100,000-$149,999
  • $150,000-$199,999
  • $200,000 or more
  • Prefer not to say
Q13
Message

Thank you for sharing your priorities! Your answers will feed into a report that helps housing providers design communities and pricing that actually match what people like you value.

What’s included

  • AI follow-ups

    Adaptive probes on open-ended answers that pull out detail a static form would miss.

  • Attention checks

    Built-in safeguards against rushed answers and low-quality respondents.

  • AI-drafted copy

    Wording, ordering, and branching written by the AI — tuned to your research goal.

  • Auto report

    Themes, quotes, and a plain-English summary write themselves once responses come in.

How it compares

We reviewed the closest templates from other survey tools. Here’s what they do well — and where this template goes further.

Why this template

  • Uses trade-off exercises (MaxDiff and a constant-sum priority allocation) instead of simple ratings, so it measures what respondents would actually give up, not just what they claim to value
  • Includes a Van Westendorp price sensitivity question to pin down acceptable monthly fee ranges for retirement housing, not just a single willingness-to-pay ask
  • Has a dedicated AI follow-up interview that probes the specific trade-off between cost and each respondent's top-ranked feature, adapting its questions to prior answers
  • Combines quantitative structure (matrix importance ratings, opinion scale on moving likelihood, screening/demographic questions) with qualitative depth in one flow, then rolls everything into an auto-generated report

QuestionPro

Conjoint Analysis Survey Template + Sample Questionnaire

This is a fielding-ready conjoint analysis template specifically built around retirement housing feature trade-offs, making it the closest direct competitor to our template. It uses conjoint choice tasks to statistically model feature importance, which is methodologically rigorous but is a fixed, pre-scripted instrument rather than an interactive interview. There's no mechanism for the survey to adapt its questions based on an individual respondent's stated priorities.

What it does well

  • Purpose-built for retirement housing conjoint trade-off analysis
  • Backed by QuestionPro's established survey/analytics platform
  • Sample questionnaire structure gives researchers a ready statistical framework

Where it falls short

  • Static question set with no adaptive AI follow-up to probe individual trade-offs in the respondent's own words
  • No voice interview or screen-share task option
  • No published transparent prompt methodology or automated per-response quality scoring

Jotform

Retirement Planning Questionnaire Form Template

This is a general retirement planning form (financial/lifestyle questionnaire) built on Jotform's drag-and-drop form builder rather than a research instrument focused on housing feature trade-offs. It's fielding-ready as a form but is not designed around conjoint-style prioritization or price sensitivity analysis. It reads more like an intake questionnaire than a decision-driver research survey.

What it does well

  • Easy to customize and deploy quickly via Jotform's form builder
  • Broad retirement planning scope covering multiple life topics
  • Integrates with Jotform's existing form ecosystem (payments, notifications, etc.)

Where it falls short

  • No trade-off or price sensitivity methodology (no MaxDiff, constant-sum, or Van Westendorp questions)
  • Static form with no adaptive AI follow-up or voice interview capability
  • No automated response quality scoring or auto-generated analytical report

Typeform

Housing Survey Form

This is a generic housing survey template, not specific to retirement or senior housing, so it would need substantial rebuilding to address care access, community life, or retirement-specific price sensitivity. It's a fielding-ready form on Typeform's conversational form platform, good for simple structured questions but not designed for trade-off research. Worth noting mainly as a general-purpose alternative rather than a direct competitor.

What it does well

  • Clean, conversational one-question-at-a-time interface
  • Quick to launch using Typeform's existing template
  • Flexible enough to be adapted for various housing-related audiences

Where it falls short

  • Not tailored to retirement housing or senior-living decision drivers
  • No trade-off exercises, price sensitivity, or prioritization scoring built in
  • Static questions only, no adaptive AI interview, voice option, or automated report generation

Ready to launch?

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