NOT LISTED FOR SALE

Estimated Value: $752,000 - $857,000

2 Beds
2 Baths
1,328 Sq Ft
$385/mo HOA Fee

Last Sold May 12, 2023

Last sale price $664,000 $500 Per Sq Ft

Est. 20% increase in value since last sale

Current estimated payment $5,254/month

4 Days on Market

Highlights

  • Golf Course Community
  • Active Adult
  • Park or Greenbelt View
  • Fitness Center
  • Clubhouse
  • Sauna

About This Home

As of May 2023

Charming single story 55+ Oaks North community. Great location with greenbelt situated behind your private back patio. No neighbors directly behind. Oaks North Community center offers Golf, Pickle Ball, Tennis, Exercise facilities, billiard room, woodworking shop, ceramics room, game room and so much more for Active Seniors. 2 bed 2 bath with vaulted ceilings, 2 skylights, dining area plus breakfast area in kitchen. Full sized laundry room with storage and sink. 1 car attached garage features storage cabinets. Gated front courtyard area. HOA maintains front yard area. Nearby golf courses and less than one mile to Historic Bernardo Winery, which features a coffee shop, Rancho Bernardo History Museum and more.

Last Agent to Sell the Property

Kurt Wannebo

Wannebo Real Estate Group License #01468255 Listed on: 04/06/2023

Co-Listed By

Felicia Jerbasi

Wannebo Real Estate Group License #01443264

Last Buyer's Agent

Jeff Smith

House of Realty License #01824589

Property Details

Home Type

  • Condominium

Est. Annual Taxes

  • $7,591

Year Built

  • Built in 1986

Lot Details

  • End Unit
  • 1 Common Wall
  • Private Yard

HOA Fees

  • $385 Monthly HOA Fees

Parking

  • 1 Car Attached Garage
  • On-Street Parking

Home Design

  • Entry on the 1st floor
  • Clay Roof

Interior Spaces

  • 1,328 Sq Ft Home
  • 1-Story Property
  • Dining Area
  • Park or Greenbelt Views
  • Laundry Room

Kitchen

  • Breakfast Area or Nook
  • Electric Oven
  • Electric Range
  • Microwave
  • Disposal

Flooring

  • Carpet
  • Tile

Bedrooms and Bathrooms

  • 2 Bedrooms
  • 2 Full Bathrooms

Additional Features

  • Stone Porch or Patio
  • Separate Water Meter

Listing and Financial Details

  • Assessor Parcel Number 272-620-09-03

Community Details

Overview

  • Active Adult
  • Association fees include common area maintenance, exterior (landscaping), roof maintenance
  • $42 Other Monthly Fees
  • 2 Units
  • Elite Association, Phone Number (888) 336-4438
  • Oaks North Community

Amenities

  • Sauna
  • Clubhouse

Recreation

  • Golf Course Community
  • Tennis Courts
  • Fitness Center
  • Community Pool
  • Community Spa

Pet Policy

  • Pets Allowed

Property Details

Home Type

Condominium

Est. Annual Taxes

$7,591

Year Built

Built in 1986

Lot Details

0

HOA Fees

$385 per month

Parking

1

Listing Details

  • Class: RESIDENTIAL
  • Sub Category: Attached
  • Residential Styles: All Other Attached
  • Market Area: North County Inland
  • Cross Street: Avenida Alozdra
  • Neighborhood: Oaks North
  • Estimated Living Space: 1,000 to 1,499 SqFt
  • LP / Sq Ft: 496.23
  • Price Per Sq Ft: 500.0
  • Residential Unit Location: No Unit Above, No Unit Below, End Unit, 1 common wall
  • SP/ Sq Ft: 500.0
  • Stories: 1 Story
  • Stories In Building: 1
  • Ownership: Condominium
  • Total Stories: 1
  • Year Built: 1986
  • A D U Yes No: No
  • Allow Comments Review: Yes
  • Internet Address Field: Full Address
  • Internet Syndication Y N: Yes
  • Keyword1: 1
  • Special Features: None
  • Property Sub Type: Condos

Interior Features

  • Flooring: Carpet, Tile
  • Sub Flooring: Slab on Grade
  • Equipment Available: Disposal, Microwave, Refrigerator, Electric Oven, Electric Range
  • Walls: Drywall
  • Searchable Rooms: Bedroom Entry Level, Breakfast Area, Dining Area, Laundry
  • Total Bedrooms: 2
  • Bedrooms: 2
  • Master Bedroom Dimensions: 14x13
  • Full Bathrooms: 2
  • Laundry Location: Laundry Room
  • Estimated Sq Ft: 1328
  • Total Bathrooms: 2

Exterior Features

  • Exterior Material: Wood/Stucco
  • Patio: Stone/Tile
  • Pool: Community/Common
  • Roof: Tile/Clay
  • Spa: Community/Common
  • View: Greenbelt
  • Exclusive Use Yard: Yes

Garage/Parking

  • Garage Details: Attached
  • Garage Spaces: 1
  • Non Garage Parking: Street
  • Parking Spaces Total: 1

Utilities

  • Cooling: Central Forced Air
  • Laundry Utilities: Electric
  • Sewer/Septic: Sewer Connected
  • Water: Meter on Property
  • Heating: Forced Air Unit
  • Heating Fuel: Electric

Condo/Co-op/Association

  • Senior Community: 55 and Up
  • Complex Name: Oaks North
  • Total Fees: 4620.0
  • Pets Allowed: Yes
  • Units In Building: 2
  • Property Management Company: Elite Mgt
  • Property Management Phone: 888-336-4438
  • Community: RANCHO BERNARDO
  • Complex Features: Tennis Courts, Clubhouse/Rec Room, Exercise Room, Golf, Pool, Sauna, Spa/Hot Tub
  • Home Owner Association: Elite
  • Home Owner Association Fee Includes: Common Area Maintenance, Exterior (Landscaping), Roof Maintenance
  • Home Owner Association Fee Reflects: Month
  • Home Owner Association Fees: 385.0
  • HOA Payment Frequency: Monthly
  • Home Owner Association Phone: 888-336-4438
  • Other Fees Payment Frequency: Annual
  • Other Fees Type: Cmmnty/Mstr Hm Owner Fees

Association/Amenities

  • Entry Level Building: 1
  • Entry Level Unit: 1

Fee Information

  • Total Monthly Fees: 427
  • Other Fees: 500.0
  • Other Fees Reflect: Year
  • Total Other Fees: 500

Lot Info

  • Lot Size: 0 (Common Interest)
  • Topography: Level
  • Water District: CITY OF SAN DIEGO
  • Zoning: R-1:SINGLE
  • Assessor Parcel Number: 272-620-09-03
  • Water District URL: http://www.ci.san-diego.ca.us/water
  • Map Code Column: D
  • Map Code Page: 1150
  • Map Code Row: 7

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Apr 6, 2023
Closed on
Apr 21, 2023
Sold by
Wiercinski Robert C and Wiercinski Brooke
Bought by
Reitman Shari Fern and Reitman Steven Alan
Seller's Agent
Kurt Wannebo
Wannebo Real Estate Group
Buyer's Agent
Jeff Smith
House of Realty
List Price
$659,000
Sold Price
$664,000
Premium/Discount to List
$5,000
0.76%
Views
99
Current Estimated Value
$795,835

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$131,835
Avg. Annual Appreciation
7.80%
Original Mortgage
$617,520
Outstanding Balance
$599,459
Interest Rate
6.32%
Mortgage Type
New Conventional
Estimated Equity
$196,376

Purchase Details

Closed on
Feb 21, 2018
Sold by
Antique Patrick and Antique Dani
Bought by
Wiercinski Robert C and Wiercinski Brooke

Purchase Details

Closed on
Aug 6, 2015
Sold by
Welch Mary J and Antique Patrick
Bought by
Welch Mary J and Antique Patrick

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$296,000
Interest Rate
3.97%
Mortgage Type
New Conventional

Purchase Details

Closed on
Jul 16, 2010
Sold by
Parker Teresa D
Bought by
Welch Mary J and Antique Dani

Purchase Details

Closed on
Sep 30, 2004
Sold by
Beller Steve
Bought by
Welch Mary J and Parker Teresa D

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$316,000
Interest Rate
4.62%
Mortgage Type
Purchase Money Mortgage

Purchase Details

Closed on
May 27, 2004
Sold by
Ingham Walter Charles
Bought by
Beller Steve

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$304,000
Interest Rate
7.45%
Mortgage Type
Purchase Money Mortgage

Purchase Details

Closed on
Jan 10, 1986
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
Reitman Shari Fern $664,000 Innovative Title Company
Wiercinski Robert C $420,000 Chicago Title Company
Welch Mary J -- Ticor Title San Diego
Welch Mary J -- None Available
Welch Mary J $395,000 Lawyers Title San Diego
Beller Steve $380,000 Lawyers Title Company
-- $110,400 --
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Reitman Shari Fern $617,520
Previous Owner Welch Mary J $296,000
Previous Owner Welch Mary J $316,000
Previous Owner Beller Steve $304,000
Closed Welch Mary J $19,750
Source: Public Records

Property History

Date Event Price List to Sale Price per Sq Ft
05/12/2023 05/12/23 Sold $664,000 +0.8% $500 / Sq Ft
04/11/2023 04/11/23 Pending -- -- --
04/06/2023 04/06/23 For Sale $659,000 -- $496 / Sq Ft
Source: San Diego MLS

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 $7,591 $690,824 $435,753 $255,071
2024 $7,591 $677,279 $427,209 $250,070
2023 $5,208 $459,327 $289,731 $169,596
2022 $5,121 $450,321 $284,050 $166,271
2021 $5,055 $441,492 $278,481 $163,011
2020 $4,987 $436,966 $275,626 $161,340
2019 $4,858 $428,399 $270,222 $158,177
2018 $4,120 $365,939 $230,824 $135,115
2017 $4,011 $358,765 $226,299 $132,466
2016 $3,929 $351,731 $221,862 $129,869
2015 $3,871 $346,449 $218,530 $127,919
2014 -- $339,664 $214,250 $125,414
Source: Public Records

Agents Affiliated with this Home

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

Map

Source: San Diego MLS

MLS Number: 230005627

San Diego MLS

APN: 272-620-09-03