$2,740,000
SOLD JAN 6, 2015
4 Beds
3 Baths
1,800 Sq Ft
2,400 Sq Ft Lot

Recently Sold

$1,522 Per Sq Ft

4% Below List Price

41 Days on Market

Highlights

  • White Water Ocean Views
  • Rooftop Deck
  • Wood Flooring
  • Newport Elementary School Rated A
  • Primary Bedroom Suite
  • 3-minute walk to Balboa Peninsula Park

About This Home

As of May 2021

This wonderful family home is on the sand with incredible ocean views from the living, dining, kitchen and master bedroom. With a generous gourmet kitchen and two separate outdoor entertainment areas on the second floor! Enjoy the views from the patio/deck or take a few stairs up to the roof top deck with forever views of the ocean and the bay. The master bedroom and spa bath is down stairs with a generous patio on the sand. Two other rooms are down stairs along with a full bath. Tandem 2 car garage is below and there is plenty of additional storage and laundry room. Total parking can easily accommodate 4 cars. On the living level there is a 4th bedroom and full bath. This home is rented most of the time so showings are by pre-set appointment only. Buyer to verify square footage.

Last Agent to Sell the Property

Karly Brown

Karly Brown, Broker License #01189690 Listed on: 10/15/2014

Last Buyer's Agent

Andrew Cotton

Compass License #01895023

Compass

Townhouse Details

Home Type

  • Townhome

Est. Annual Taxes

  • $47,286

Year Built

  • Built in 1989

Lot Details

  • 2,400 Sq Ft Lot
  • 1 Common Wall

Parking

  • 2 Car Direct Access Garage
  • 1 Carport Space
  • Parking Available
  • Garage Door Opener
  • Driveway

Property Views

  • White Water Ocean
  • Coastline
  • Bay
  • Views of a pier
  • Catalina
  • Panoramic
  • City Lights

Interior Spaces

  • 1,800 Sq Ft Home
  • Furnished
  • Built-In Features
  • Crown Molding
  • Awning
  • Family Room Off Kitchen
  • Living Room with Fireplace
  • Storage

Kitchen

  • Breakfast Bar
  • Built-In Range
  • Indoor Grill
  • Microwave
  • Dishwasher
  • Granite Countertops
  • Disposal

Flooring

  • Wood
  • Carpet

Bedrooms and Bathrooms

  • 4 Bedrooms
  • Primary Bedroom Suite
  • 3 Full Bathrooms

Laundry

  • Laundry Room
  • Dryer
  • Washer

Outdoor Features

  • Living Room Balcony
  • Rooftop Deck
  • Patio
  • Lanai
  • Exterior Lighting
  • Outdoor Grill

Utilities

  • Forced Air Heating System

Community Details

  • Property has a Home Owners Association
  • 2 Units

Listing and Financial Details

  • Tax Lot 28
  • Tax Tract Number 152
  • Assessor Parcel Number 93793017

Townhouse Details

Home Type

Townhome

Est. Annual Taxes

$47,286

Year Built

Built in 1989

Lot Details

0

Parking

2

Listing Details

  • Assessments: No
  • Inclusions: Most furnishings and accessories.
  • Property Attached: Yes
  • Road Frontage Type: City Street
  • Subdivision Name Other: Balboa Peninsula (Residential) (BALP)
  • View: Yes
  • Property Sub Type: Townhouse
  • Property Type: Residential
  • Parcel Number: 93793017
  • Year Built: 1989
  • Special Features: None

Interior Features

  • Fireplace: Yes
  • Living Area: 1800.00
  • Interior Amenities: Built-in Features, Balcony, Crown Molding, Furnished, Granite Counters, Living Room Balcony, Storage
  • Common Walls: 1 Common Wall
  • Flooring: Carpet, Wood
  • Appliances: Yes
  • Full Bathrooms: 3
  • Full And Three Quarter Bathrooms: 3
  • Total Bedrooms: 4
  • Eating Area: Breakfast Counter / Bar, Family Kitchen
  • Fireplace Features: Living Room
  • Levels: Three Or More
  • Price Per Square Foot: 1522.22
  • Room Type: Living Room, Master Bedroom, Master Suite

Exterior Features

  • Patio: Yes
  • Exterior Features: Awning(s), Barbecue Private
  • View: Bay, Catalina, City Lights, Coastline, Ocean, Panoramic, Pier, Water, White Water
  • Patio And Porch Features: Deck, Lanai, Roof Top
  • Pool Private: No

Garage/Parking

  • Attached Garage: Yes
  • Carport Spaces: 1.00
  • Garage Spaces: 2.00
  • Number Remotes: 2
  • Parking: Yes
  • Parking Features: Covered, Concrete, Driveway, Direct Garage Access, Garage, Garage Door Opener
  • Total Parking Spaces: 3.00

Utilities

  • Utilities: Sewer Available
  • Heating: Yes
  • Laundry: Yes
  • Appliances: Built-In Range, Dishwasher, Disposal, Gas Range, Indoor Grill, Microwave, Refrigerator
  • Heating Type: Forced Air
  • Laundry Features: Dryer Included, Inside, Individual Room, Washer Included
  • Water Source: Public

Condo/Co-op/Association

  • Association: Yes
  • Senior Community: No
  • Community Features: Sidewalks, Street Lights

Schools

  • School District: Newport Mesa Unified

Lot Info

  • Lot Size Sq Ft: 2400.00
  • Lot Size Acres: 0.0550

Multi Family

  • Lease Considered: No
  • Number Of Units In Community: 2
  • Number Of Units Total: 2

Tax Info

  • Tax Lot: 28
  • Tax Tract Number: 152

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Feb 17, 2021
Closed on
Apr 13, 2021
Sold by
Tembo California Real Estate Llc
Bought by
Trifecta California Properties Llc
Seller's Agent
Andrew Cotton
Compass
Buyer's Agent
Laurie Paxson
Berkshire Hathaway Home Services
List Price
$4,500,000
Sold Price
$4,220,000
Premium/Discount to List
-$280,000
-6.22%
Current Estimated Value
$4,553,707

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$333,707
Avg. Annual Appreciation
1.82%

Purchase Details

Closed on
Sep 14, 2016
Sold by
Beadles Zane D
Bought by
Tembo California Real Estate Llc

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$1,300,000
Interest Rate
3.43%
Mortgage Type
New Conventional

Purchase Details

Listed on
Oct 15, 2014
Closed on
Feb 24, 2015
Sold by
Beadles Zane D
Bought by
Tembo California Real Estate Llc
Seller's Agent
Karly Brown
Karly Brown, Broker
Buyer's Agent
Andrew Cotton
Compass
List Price
$2,850,000
Sold Price
$2,740,000
Premium/Discount to List
-$110,000
-3.86%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
4.92%

Purchase Details

Listed on
Oct 15, 2014
Closed on
Dec 2, 2014
Sold by
1119 Balboa Llc
Bought by
Beadles Zane D
Seller's Agent
Karly Brown
Karly Brown, Broker
Buyer's Agent
Andrew Cotton
Compass
List Price
$2,850,000
Sold Price
$2,740,000
Premium/Discount to List
-$110,000
-3.86%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$2,000,000
Interest Rate
3.62%
Mortgage Type
Adjustable Rate Mortgage/ARM

Purchase Details

Closed on
Mar 28, 2007
Sold by
Wickland Valerie E
Bought by
1119 Balboa Llc

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$1,278,000
Interest Rate
5.87%
Mortgage Type
Purchase Money Mortgage

Purchase Details

Closed on
Mar 26, 2007
Sold by
1119 Balboa Llc
Bought by
Wickland Valerie E

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$1,278,000
Interest Rate
5.87%
Mortgage Type
Purchase Money Mortgage

Purchase Details

Closed on
Nov 28, 2006
Sold by
Wickland Valerie E and Wicklund Valerie E
Bought by
1119 Balboa Llc

Purchase Details

Closed on
Apr 26, 2005
Sold by
Wicklund Valerie E
Bought by
Wicklund Valerie E

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$1,150,000
Interest Rate
1%
Mortgage Type
Negative Amortization

Purchase Details

Closed on
Aug 6, 2002
Sold by
Hooper Jimmie W and Hooper Terri P
Bought by
Hooper Jimmie W and Jim Hooper Trust

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$650,000
Interest Rate
6.52%

Purchase Details

Closed on
Feb 6, 2001
Sold by
Hooper Jimmie W
Bought by
Wickland Valerie E and Valerie E Wickland Revocable Separate Pr

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$990,000
Interest Rate
3.12%
Mortgage Type
Purchase Money Mortgage

Purchase Details

Closed on
Dec 18, 1997
Sold by
Peterson Stephen R and Peterson Kathy L
Bought by
Hooper Jimmie M and Hooper Terri P

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$679,500
Interest Rate
6.87%
Source: Public Records

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Range of Values:

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Home Values in the Area

Source: Public Records

Average Home Value in this Area





Source: Public Records

Purchase History

Date Type Sale Price Title Company
Grant Deed $4,220,000 Chicago Title Company
Grant Deed -- Accommodation
Grant Deed -- First American Title Co Resi
Quit Claim Deed -- Accommodation
Grant Deed $2,740,000 Old Republic Title Company
Grant Deed -- Placer Title Company
Grant Deed -- Placer Title Company
Grant Deed -- None Available
Interfamily Deed Transfer -- Fidelity National Title
Interfamily Deed Transfer -- Stewart Title Of Ca Inc
Grant Deed $1,400,000 Fidelity National Title
Grant Deed $755,000 Commonwealth Land Title
Source: Public Records

Mortgage History

Date Status Loan Amount Loan Type
Previous Owner $1,300,000 New Conventional
Previous Owner $2,000,000 Adjustable Rate Mortgage/ARM
Previous Owner $1,278,000 Purchase Money Mortgage
Previous Owner $1,150,000 Negative Amortization
Previous Owner $644,000 Unknown
Previous Owner $300,000 Unknown
Previous Owner $650,000 No Value Available
Previous Owner $990,000 Purchase Money Mortgage
Previous Owner $140,000 Credit Line Revolving
Previous Owner $142,000 Credit Line Revolving
Previous Owner $679,500 No Value Available
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
05/01/2024 05/01/24 Rented $18,000 +2.9% --
12/06/2023 12/06/23 Price Changed $17,500 -2.8% $10 / Sq Ft
11/29/2023 11/29/23 Price Changed $18,000 -2.7% $10 / Sq Ft
09/11/2023 09/11/23 Price Changed $18,500 -17.8% $10 / Sq Ft
05/23/2023 05/23/23 Price Changed $22,500 +9.8% $13 / Sq Ft
03/15/2023 03/15/23 Price Changed $20,500 -8.9% $11 / Sq Ft
01/02/2023 01/02/23 Price Changed $22,500 +21.6% $13 / Sq Ft
11/02/2022 11/02/22 Price Changed $18,500 -17.8% $10 / Sq Ft
03/08/2022 03/08/22 For Rent $22,500 0.0% --
03/01/2022 03/01/22 Off Market $22,500 -- --
08/27/2021 08/27/21 Price Changed $22,500 -10.0% $13 / Sq Ft
07/05/2021 07/05/21 Price Changed $25,000 -16.7% $14 / Sq Ft
06/27/2021 06/27/21 Price Changed $30,000 -14.3% $17 / Sq Ft
06/12/2021 06/12/21 Price Changed $35,000 +16.7% $19 / Sq Ft
05/19/2021 05/19/21 For Rent $30,000 0.0% --
05/14/2021 05/14/21 Sold $4,220,000 -6.2% $2,344 / Sq Ft
04/20/2021 04/20/21 Pending -- -- --
02/17/2021 02/17/21 For Sale $4,500,000 +64.2% $2,500 / Sq Ft
01/06/2015 01/06/15 Sold $2,740,000 -3.9% $1,522 / Sq Ft
11/25/2014 11/25/14 Pending -- -- --
10/15/2014 10/15/14 For Sale $2,850,000 -- $1,583 / Sq Ft
Source: California Regional Multiple Listing Service (CRMLS)

Tax History Compared to Growth

Source: Public Records

Tax History

Year Tax Paid Tax Assessment Tax Assessment Total Assessment is a certain percentage of the fair market value that is determined by local assessors to be the total taxable value of land and additions on the property. Land Improvement
2024 $47,286 $4,457,073 $4,225,752 $231,321
2023 $46,183 $4,369,680 $4,142,894 $226,786
2022 $45,422 $4,284,000 $4,061,660 $222,340
2021 $31,830 $2,991,083 $2,768,149 $222,934
2020 $31,525 $2,960,414 $2,739,765 $220,649
2019 $30,869 $2,902,367 $2,686,044 $216,323
2018 $30,253 $2,845,458 $2,633,376 $212,082
2017 $29,718 $2,789,665 $2,581,741 $207,924
2016 $29,540 $2,781,785 $2,581,741 $200,044
2015 $17,572 $1,632,546 $1,401,324 $231,222
2014 $12,684 $1,175,000 $963,433 $211,567
Source: Public Records

Agents Affiliated with this Home

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Map

Source: California Regional Multiple Listing Service (CRMLS)

MLS Number: NP14221389

California Regional Multiple Listing Service (CRMLS)

APN: 937-930-17