NOT LISTED FOR SALE

1240 Via Portovecchio San Marcos, CA 92078

Estimated Value: $930,000 - $1,006,459

2 Beds
2 Baths
1,542 Sq Ft
$373/mo HOA Fee

Last Sold March 15, 2023

Last sale price $855,000 $554 Per Sq Ft

Est. 13% increase in value since last sale

Current estimated payment $6,437/month

Highlights

  • Golf Course Community
  • In Ground Pool
  • Lake View
  • Discovery Elementary School Rated A
  • Primary Bedroom Suite
  • Community Lake

About This Home

As of March 2023

Lovely single story in the desirable Colony at Lake San Marcos offering panoramic views. Features include vaulted ceilings, open floor plan, fireplace in the living room, dining area, sliding doors to view patio from both living room and master bedroom and granite countertops in the kitchen and bathrooms. Master bathroom offers dual vanities, spa tub and separate shower. The office/den with builtins can easily be a third bedroom. More features are travertine and vinyl wood plank flooring, laundry room and two car garage. Enjoy all the community amenities of Lake San Marcos including restaurants, 2 golf courses, tennis/pickle ball courts, water activities, pool, picnic area, gym and workout area. Conveniently located within minutes of dining, shopping and movie theaters.

Last Agent to Sell the Property

Laura Rappaport

Coldwell Banker Realty License #00636938 Listed on: 01/27/2023

Coldwell Banker Realty

Last Buyer's Agent

Brian Ruhl

Big Block Realty, Inc. License #01493664

Big Block Realty, Inc.

Property Details

Home Type

  • Condominium

Est. Annual Taxes

  • $9,660

Year Built

  • Built in 1989

Lot Details

  • 1 Common Wall
  • Wrought Iron Fence
  • Partially Fenced Property
  • Fence is in good condition
  • Sprinkler System

HOA Fees

  • $373 Monthly HOA Fees

Parking

  • 2 Car Direct Access Garage
  • Parking Available
  • Front Facing Garage
  • Two Garage Doors
  • Garage Door Opener

Property Views

  • Lake
  • City Lights
  • Golf Course
  • Hills
  • Neighborhood

Home Design

  • Tile Roof
  • Concrete Perimeter Foundation

Interior Spaces

  • 1,542 Sq Ft Home
  • 1-Story Property
  • Cathedral Ceiling
  • Recessed Lighting
  • Gas Fireplace
  • Double Pane Windows
  • Window Screens
  • Sliding Doors
  • Entryway
  • Living Room with Fireplace
  • Home Office

Kitchen

  • Eat-In Kitchen
  • Gas Oven or Range
  • Free-Standing Range
  • Microwave
  • Dishwasher
  • Granite Countertops
  • Disposal

Flooring

  • Carpet
  • Stone
  • Tile
  • Vinyl

Bedrooms and Bathrooms

  • 2 Bedrooms
  • Primary Bedroom Suite
  • 2 Full Bathrooms
  • Granite Bathroom Countertops
  • Dual Vanity Sinks in Primary Bathroom
  • Hydromassage or Jetted Bathtub
  • Bathtub with Shower
  • Spa Bath
  • Separate Shower
  • Exhaust Fan In Bathroom

Laundry

  • Laundry Room
  • Dryer
  • Washer
  • 220 Volts In Laundry

Home Security

Pool

  • In Ground Pool
  • Spa

Outdoor Features

  • Slab Porch or Patio
  • Exterior Lighting
  • Rain Gutters

Utilities

  • Cooling System Powered By Gas
  • Forced Air Heating and Cooling System
  • Heating System Uses Natural Gas
  • Gas Water Heater
  • Cable TV Available

Listing and Financial Details

  • Tax Tract Number 11472
  • Assessor Parcel Number 2225310333
  • $32 per year additional tax assessments

Community Details

Overview

  • 123 Units
  • The Colony At Lake San Marcos Association, Phone Number (760) 407-7575
  • The Colony at Lake San Marcos
  • Community Lake

Recreation

  • Golf Course Community
  • Community Pool

Pet Policy

  • Pets Allowed
  • Pet Restriction

Security

  • Carbon Monoxide Detectors
  • Fire and Smoke Detector

Property Details

Home Type

Condominium

Est. Annual Taxes

$9,660

Year Built

Built in 1989

Lot Details

0

HOA Fees

$373 per month

Parking

2

Listing Details

  • Assessments: No
  • Park Name: The Colony at Lake San Marcos
  • Property Attached: Yes
  • Road Surface Type: Paved
  • Security: Carbon Monoxide Detector(s), Smoke Detector(s)
  • Subdivision Name Other: Lake San Marcos
  • View: Yes
  • Zoning: R-1:SINGLE FAM-RES
  • Property Sub Type: Condominium
  • Property Type: Residential
  • Parcel Number: 2225310333
  • Year Built: 1989
  • Special Features: None

Interior Features

  • Fireplace: Yes
  • Living Area: 1542.00
  • Interior Amenities: Cathedral Ceiling(s), Granite Counters, High Ceilings, Recessed Lighting
  • Stories: 1
  • Common Walls: 1 Common Wall
  • Flooring: Carpet, Stone, Tile, Vinyl
  • Appliances: Yes
  • Full Bathrooms: 2
  • Full And Three Quarter Bathrooms: 2
  • Total Bedrooms: 2
  • Door Features: Sliding Doors
  • Eating Area: Area
  • Entry Level: 1
  • Fireplace Features: Gas, Gas Starter, Living Room
  • Levels: One
  • Price Per Square Foot: 554.47
  • Room Type: Den, Entry, Kitchen, Laundry, Living Room, Main Floor Bedroom, Main Floor Master Bedroom, Master Bathroom, Master Suite, Office
  • Spa Features: Bath
  • Window Features: Double Pane Windows, Screens
  • Bathroom Features: Double Sinks In Master Bath, Exhaust Fan(s), Granite Counters, Jetted Tub, Separate Tub And Shower, Shower In Tub, Bathtub
  • Room Kitchen Features: Granite Counters

Exterior Features

  • Patio: Yes
  • Foundation: Concrete Perimeter
  • Exterior Features: Rain Gutters
  • View: City Lights, Golf Course, Hills, Lake, Neighborhood
  • Fence: Yes
  • Fencing: Good Condition, Partial, Wrought Iron
  • Patio And Porch Features: Concrete, Patio, Patio Open, Slab
  • Pool Features: Community, In Ground
  • Pool Private: No
  • Roof: Tile
  • Spa: Yes

Garage/Parking

  • Attached Garage: Yes
  • Garage Spaces: 2.00
  • Number Remotes: 2
  • Parking: Yes
  • Parking Features: Direct Garage Access, Garage Faces Front, Garage - Two Door, Garage Door Opener
  • Total Parking Spaces: 2.00

Utilities

  • Utilities: Cable Connected, Electricity Connected
  • Sprinklers: Yes
  • Heating: Yes
  • Laundry: Yes
  • Appliances: Dishwasher, Free-Standing Range, Disposal, Gas Cooking, Gas Water Heater, Microwave, Refrigerator, Water Heater
  • Electric: 220 Volts in Laundry, Electricity - On Property, Standard
  • Heating Type: Central, Forced Air, Natural Gas
  • Laundry Features: Dryer Included, Gas & Electric Dryer Hookup, Individual Room, Inside, Washer Included
  • Sewer: Public Sewer
  • Water Source: Public
  • Cooling: Central Air, Gas
  • Cooling: Yes

Condo/Co-op/Association

  • Association: Yes
  • Amenities: Pet Rules, Pets Permitted
  • Association Fee: 373.00
  • Association Fee Frequency: Monthly
  • Association Name: The Colony at Lake San Marcos
  • Phone: 760-407-7575
  • Senior Community: No
  • Common Interest: Condominium
  • Community Features: Golf, Street Lights, Lake

Schools

  • School District: San Marino Unified

Lot Info

  • Land Lease: No
  • Lot Features: Level with Street, Level, Sprinkler System

Multi Family

  • Lease Considered: No
  • Number Of Units In Community: 123

Tax Info

  • Tax Tract Number: 011472
  • TaxOtherAnnualAssessmentAmount: 31.64

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Jan 27, 2023
Closed on
Jan 30, 2023
Sold by
2013 Diane Werderman Balistrieri Trust
Bought by
Vincent Daleo Family Trust
Seller's Agent
Laura Rappaport
Coldwell Banker Realty
Buyer's Agent
Brian Ruhl
Big Block Realty, Inc.
List Price
$875,000
Sold Price
$855,000
Premium/Discount to List
-$20,000
-2.29%
Current Estimated Value
$965,115

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$110,115
Avg. Annual Appreciation
5.13%

Purchase Details

Closed on
Aug 21, 2020
Sold by
Morris Ray Steven
Bought by
Balistrieri Diane Werderman

Purchase Details

Listed on
Oct 24, 2018
Closed on
Dec 18, 2018
Sold by
Conti Alan and Conti Verena
Bought by
Morris Ray Steven
Seller's Agent
Linda Krikorian
Coldwell Banker Realty
Buyer's Agent
Linda Krikorian
Coldwell Banker Realty
List Price
$645,000
Sold Price
$560,000
Premium/Discount to List
-$85,000
-13.18%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
8.58%

Purchase Details

Closed on
May 24, 2013
Sold by
Conti Alan and Conti Alan J
Bought by
Conti Alan and Conti Verena

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$366,575
Interest Rate
3.38%
Mortgage Type
New Conventional

Purchase Details

Closed on
Jun 20, 2006
Sold by
Conti Verena E
Bought by
Conti Alan J

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$115,000
Interest Rate
6.57%
Mortgage Type
Credit Line Revolving

Purchase Details

Closed on
Jan 25, 2005
Sold by
Conti Verena
Bought by
Conti Alan J

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$253,000
Interest Rate
2.12%
Mortgage Type
Stand Alone Refi Refinance Of Original Loan

Purchase Details

Closed on
Sep 25, 2002
Sold by
Conti Verena
Bought by
Conti Alan J

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$136,000
Interest Rate
5.25%
Mortgage Type
Purchase Money Mortgage

Purchase Details

Closed on
Jun 12, 2002
Sold by
Conti Alan J
Bought by
Conti Alan J

Purchase Details

Closed on
May 13, 2002
Sold by
Conti Alan J
Bought by
Conti Alan J

Purchase Details

Closed on
Feb 12, 1998
Sold by
Conti Ann M
Bought by
Conti Ann M

Purchase Details

Closed on
May 10, 1988
Source: Public Records

Range of Values:

Collateral Analytics

Collateral Analytics Collateral Analytics AVMs (Automated Valuation Model) employ a number of statistical approaches combined with neighborhood-specific comparable selection guarantees the most up-to-date and precise valuations.

Not Available

Collateral Analytics does not have data for the current month. Please view the chart for historical values.

ICE

ICE Mortgage Technology ICE Mortgage Technology’s AVM (Automated Valuation Model) is a state-of-the-art online residential property valuation tool that provides a quick and accurate estimate of the value of almost any home in the U.S.

Not Available

ICE Mortgage Technology does not have data for the current month. Please view the chart for historical values.

First American

First American First American Data & Analytics’ next-generation AVM combines unrivaled data assets with a blended ensemble of valuation models to produce highly accurate, reliable valuations you can trust.

Not Available

First American does not have data for the current month. Please view the chart for historical values.

Quantarium

Quantarium Quantarium’s valuation service, repeatedly proven the industry’s most accurate and comprehensive, is supercharged with a self-learning and auto-tuning AI engine that continually becomes smarter and more accurate as it processes daily inputs from the industry’s leading RE data lake.

Not Available

Quantarium does not have data for the current month. Please view the chart for historical values.

Average Value
Not Available
List Price
Sold Price
Create a Home Valuation Report for This Property
The Home Valuation Report is an in-depth analysis detailing your home's value as well as a comparison with similar homes in the area

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
Vincent Daleo Family Trust $855,000 Equity Title
Balistrieri Diane Werderman $560,000 Equity Title Company
Morris Ray Steven $560,000 Equity Title San Diego
Conti Alan -- Ncs Title
Conti Alan J -- Financial Title Company
Conti Alan J -- Alliance Title
Conti Alan J -- Commonwealth Land Title Co
Conti Alan J -- --
Conti Alan J -- --
Conti Ann M -- --
-- $173,900 --
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Previous Owner Conti Alan $366,575
Previous Owner Conti Alan J $115,000
Previous Owner Conti Alan J $371,000
Previous Owner Conti Alan J $19,918
Previous Owner Conti Alan J $100,000
Previous Owner Conti Alan J $253,000
Previous Owner Conti Alan J $183,000
Previous Owner Conti Alan J $136,000
Previous Owner Conti John A $86,000
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
03/15/2023 03/15/23 Sold $855,000 -2.3% $554 / Sq Ft
01/27/2023 01/27/23 For Sale $875,000 +56.3% $567 / Sq Ft
01/23/2023 01/23/23 Pending -- -- --
01/07/2019 01/07/19 Sold $560,000 -13.2% $363 / Sq Ft
12/17/2018 12/17/18 Pending -- -- --
10/24/2018 10/24/18 For Sale $645,000 -- $418 / 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
2025 $9,660 $889,542 $707,472 $182,070
2024 $9,660 $872,100 $693,600 $178,500
2023 $6,472 $582,624 $416,160 $166,464
2022 $6,307 $571,200 $408,000 $163,200
2021 $6,206 $560,000 $400,000 $160,000
2020 $6,417 $571,200 $408,000 $163,200
2019 $3,324 $298,359 $76,611 $221,748
2018 $3,217 $292,509 $75,109 $217,400
2017 $3,153 $286,775 $73,637 $213,138
2016 $3,102 $281,153 $72,194 $208,959
2015 $3,050 $276,931 $71,110 $205,821
2014 $2,979 $271,508 $69,718 $201,790
Source: Public Records

Agents Affiliated with this Home

  • Section Image
  • Section Image
  • Section Image
See All Agents

Map

Source: California Regional Multiple Listing Service (CRMLS)

MLS Number: NDP2300669

California Regional Multiple Listing Service (CRMLS)

APN: 222-531-03-33