NOT LISTED FOR SALE

1225 Upper Happy Valley Rd Lafayette, CA 94549

Happy Valley Neighborhood

Estimated Value: $2,717,000 - $3,595,000

4 Beds
3.5 Baths
3,713 Sq Ft
$868/Sq Ft Est. Value

Last Sold August 24, 2020

Last sale price $2,355,000 $634 Per Sq Ft

Est. 37% increase in value since last sale

Current estimated payment $20,076/month

56 Days on Market

Highlights

  • Panoramic View
  • Updated Kitchen
  • Contemporary Architecture
  • Happy Valley Elementary School Rated A
  • 110,642 Sq Ft lot
  • Secluded Lot

About This Home

As of August 2020

Escape from it all in this oasis of serenity and natural beauty in this Upper Happy Valley estate, a beautiful two-story home on 2.5 acres boasting panoramic views of the surrounding hills and Lafayette Reservoir. The spacious 4 bedrooms, 3.5 baths, and den home is perched high on the hillside at the end of a long, private driveway, ensuring peace and privacy. Located in the highly desirable Upper Happy Valley neighborhood, just minutes from 12 years of award-winning Lafayette schools; unbeatable dining, shopping, and entertainment options in downtown Lafayette; freeway access; and both the Lafayette and Orinda BART stations. An enchanting entrance welcomes you to this gorgeous home, with mature Japanese maple trees, lush landscaping, wood-planked deck leading over a trickling stream, and a skylight-covered courtyard at the French-door entry. With a wraparound balcony and glass walls, this house is designed to maximize its most significant asset: breathtaking, nearly 360-degree views!

Last Agent to Sell the Property

Alex Villasenor

Coldwell Banker License #01258438 Listed on: 05/29/2020

Coldwell Banker

Last Buyer's Agent

Aaron Colen

Bedrock License #02023563

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $29,333

Year Built

  • Built in 1978

Lot Details

  • 2.54 Acre Lot
  • Secluded Lot
  • Lot Sloped Up

Parking

  • 2 Car Garage
  • Garage Door Opener

Property Views

  • Panoramic
  • Ridge
  • Mount Diablo
  • Hills

Home Design

  • Contemporary Architecture
  • Raised Foundation
  • Composition Shingle Roof
  • Wood Siding
  • Composition Shingle
  • Stucco

Interior Spaces

  • 2-Story Property
  • Fireplace With Gas Starter
  • Family Room with Fireplace
  • 3 Fireplaces
  • Living Room with Fireplace
  • Recreation Room with Fireplace

Kitchen

  • Updated Kitchen
  • Breakfast Area or Nook
  • Eat-In Kitchen
  • Breakfast Bar
  • Built-In Self-Cleaning Double Oven
  • Gas Range
  • Microwave
  • Plumbed For Ice Maker
  • Dishwasher
  • Stone Countertops
  • Trash Compactor
  • Disposal

Flooring

  • Carpet
  • Tile

Bedrooms and Bathrooms

  • 4 Bedrooms

Laundry

  • Dryer
  • Washer
  • 220 Volts In Laundry

Farming

  • Pasture

Utilities

  • Cooling Available
  • Forced Air Heating System
  • 220 Volts in Kitchen

Community Details

  • No Home Owners Association
  • Upper Happy Vly Subdivision

Listing and Financial Details

  • Assessor Parcel Number 2470400249

Home Details

Home Type

Single Family

Est. Annual Taxes

$29,333

Year Built

Built in 1978

Lot Details

0

Parking

2

Listing Details

  • Stories: 2
  • Year Built: 1978
  • Property Sub Type: Detached
  • Prop. Type: Residential
  • Subdivision Name: Upper Happy Vly
  • Directions: Turn in drwy between Canyon and S curve veer right
  • Architectural Style: Contemporary
  • Garage Yn: Yes
  • Unit Levels: Two Story
  • New Construction: No
  • Special Features: VirtualTour

Interior Features

  • Flooring: Tile, Carpet
  • Appliances: Dishwasher, Double Oven, Gas Range, Plumbed For Ice Maker, Microwave, Oven, Refrigerator, Self Cleaning Oven, Trash Compactor
  • Full Bathrooms: 3
  • Total Bedrooms: 4
  • Fireplace Features: Family Room, Gas Starter, Living Room, Recreation Room
  • Fireplaces: 3
  • Fireplace: Yes
  • Room Kitchen Features: 220 Volt Outlet, Breakfast Bar, Breakfast Nook, Counter - Stone, Dishwasher, Double Oven, Eat In Kitchen, Garbage Disposal, Gas Range/Cooktop, Ice Maker Hookup, Microwave, Oven Built-in, Pantry, Refrigerator, Self-Cleaning Oven, Trash Compactor, Updated Kitchen

Exterior Features

  • Roof: Composition Shingles
  • Lot Features: Level, Premium Lot, Secluded, Sloped Up, Other
  • Pool Features: Possible Pool Site
  • Pool Private: No
  • View: Hills, Las Trampas Foothills, Mt Diablo, Panoramic, Pasture, Ridge, Other
  • Construction Type: Composition Shingles, Stucco, Wood Siding
  • Foundation Details: Raised
  • Property Condition: Existing

Garage/Parking

  • Garage Spaces: 2
  • Parking Features: Other, Garage Door Opener

Utilities

  • Heating: Forced Air
  • Laundry Features: 220 Volt Outlet, Dryer, Gas Dryer Hookup, Washer
  • Cooling Y N: Yes
  • Heating Yn: Yes
  • Electric: No Solar, 220 Volts in Kitchen

Condo/Co-op/Association

  • Association: No

Schools

  • Senior High School District: Acalanes (925) 280-3900

Lot Info

  • Lot Size Sq Ft: 110642
  • Parcel Number: 2470400249

Ownership History

Date Name Owned For Owner Type

Purchase Details

Closed on
Mar 3, 2025
Sold by
Schwartz Ryan Daniel and Lacross Kristin Lee
Bought by
Schwartz-Lacross Family Trust and Schwartz
Current Estimated Value
$3,220,425

Purchase Details

Listed on
May 29, 2020
Closed on
Aug 18, 2020
Sold by
Overby Marie C
Bought by
Schwartz Ryan D and Lacross Kristin L
Seller's Agent
Alex Villasenor
Coldwell Banker
Buyer's Agent
Aaron Colen
Bedrock
List Price
$2,560,000
Sold Price
$2,355,000
Premium/Discount to List
-$205,000
-8.01%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
6.51%
Original Mortgage
$1,400,000
Interest Rate
3%
Mortgage Type
New Conventional

Purchase Details

Closed on
Nov 9, 1994
Sold by
Overby Floyd R and Overby Marie C
Bought by
Overby Floyd R and Overby Marie C
Source: Public Records

Range of Values:

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Average Value
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List Price
Sold Price
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Home Values in the Area

Source: Public Records

Average Home Value in this Area





Source: Public Records

Purchase History

Date Buyer Sale Price Title Company
Schwartz-Lacross Family Trust -- None Listed On Document
Schwartz Ryan D $2,355,000 Chicago Title Company
Overby Floyd R -- --
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Previous Owner Schwartz Ryan D $1,400,000
Previous Owner Overby Marie C $250,000
Previous Owner Overby Marie C $100,000
Previous Owner Overby Floyd R $100,000
Previous Owner Overby Floyd R $226,385
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
06/16/2025 06/16/25 Off Market $2,355,000 -- --
02/04/2025 02/04/25 Off Market $2,355,000 -- --
08/24/2020 08/24/20 Sold $2,355,000 -8.0% $634 / Sq Ft
07/24/2020 07/24/20 Pending -- -- --
05/29/2020 05/29/20 For Sale $2,560,000 -- $689 / Sq Ft
Source: Contra Costa Association of REALTORS®

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
2025 $29,333 $2,549,126 $1,623,648 $925,478
2024 $29,333 $2,499,144 $1,591,812 $907,332
2023 $28,838 $2,450,142 $1,560,600 $889,542
2022 $28,401 $2,402,100 $1,530,000 $872,100
2021 $27,581 $2,355,000 $1,500,000 $855,000
2019 $9,933 $806,214 $348,360 $457,854
2018 $9,582 $790,407 $341,530 $448,877
2017 $9,395 $774,910 $334,834 $440,076
2016 $9,218 $759,717 $328,269 $431,448
2015 $8,965 $748,307 $323,339 $424,968
2014 $8,880 $733,650 $317,006 $416,644
Source: Public Records

Agents Affiliated with this Home

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Map

Source: Contra Costa Association of REALTORS®

MLS Number: 40906422

Contra Costa Association of REALTORS®

APN: 247-040-024-9