Seller's Agent in 2020
Lisa Helou
The Oppenheim Group
(949) 566-3345
12 in this area
38 Total Sales
1515 E Balboa Blvd Newport Beach, CA 92661
Balboa Peninsula Point Neighborhood
3
Beds
1.5
Baths
1,415
Sq Ft
2,730
Sq Ft Lot
Highlights
- English Architecture
- Wood Flooring
- Patio
- Newport Elementary School Rated A
- Porch
- Dining Room
About This Home
As of May 2020The perfect warm and charming 3 bedroom, 2 bathroom quintessential Peninsula Point cottage! Enjoy the classic ambiance of a bygone era in a completely updated and upgraded home. Launch your Kayak on the bay across the street each morning, enjoy the private beach and boat launch ramp or walk the infamous 'Wedge' at sunset each evening, within steps of your back door! An extensive 2009 remodel boasts highly upgraded kitchen, inclusive of French La Cornue gourmet stove/oven, slate floor, complete remodel on both baths, Brazilian cherry flooring throughout, solid wood ceiling beams, granite/slate fireplace facing, Pella windows, wainscoting, crown moulding, all lighting fixtures and paint inside and out. A large two car garage and a private backyard entertaining area with outdoor fireplace make this the perfect beach entertaining home.
Last Agent to Sell the Property
Pacific Sotheby's Int'l Realty License #01210754 Listed on: 10/23/2012
Last Buyer's Agent
GREGG HOLT
North South Realty License #01748493
Home Details
Home Type
- Single Family
Est. Annual Taxes
- $24,706
Year Built
- Built in 1927
Lot Details
- 2,730 Sq Ft Lot
Parking
- 2 Car Garage
- Parking Available
- On-Street Parking
Home Design
- English Architecture
- Brick Exterior Construction
- Shake Roof
- Concrete Roof
- Wood Siding
- Stucco
Interior Spaces
- 1,415 Sq Ft Home
- Wood Burning Fireplace
- Electric Fireplace
- Gas Fireplace
- Dining Room
Flooring
- Wood
- Stone
Bedrooms and Bathrooms
- 3 Bedrooms
Outdoor Features
- Patio
- Porch
Utilities
- Floor Furnace
- Sewer Paid
Listing and Financial Details
- Legal Lot and Block 0.06 / J
- Tax Tract Number 518
- Assessor Parcel Number 04819104
Ownership History
Date
Name
Owned For
Owner Type
Purchase Details
Listed on
Feb 28, 2020
Closed on
May 7, 2020
Sold by
Richards Jon B
Bought by
Golden Opportunity No 17 Lp
Seller's Agent
Lisa Helou
The Oppenheim Group
Buyer's Agent
Irv Tons
Pointe Real Estate, Inc.
List Price
$2,295,000
Sold Price
$2,155,000
Premium/Discount to List
-$140,000
-6.1%
Current Estimated Value
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$1,723,930
Avg. Annual Appreciation
10.76%
Original Mortgage
$2,155,000
Interest Rate
3.3%
Mortgage Type
Commercial
Purchase Details
Closed on
Feb 16, 2017
Sold by
Richards Jon B and Richards Marla J
Bought by
Richards Jon B
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$369,000
Interest Rate
4.09%
Mortgage Type
New Conventional
Purchase Details
Listed on
Oct 23, 2012
Closed on
Nov 9, 2012
Sold by
Kennedy Michael J and Kennedy Leslie
Bought by
Richards Jon B and Richards Marla J
Seller's Agent
Kim Bibb
Pacific Sotheby's Int'l Realty
Buyer's Agent
GREGG HOLT
North South Realty
List Price
$1,295,000
Sold Price
$1,265,000
Premium/Discount to List
-$30,000
-2.32%
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
8.86%
Original Mortgage
$605,000
Interest Rate
3.52%
Mortgage Type
New Conventional
Purchase Details
Closed on
Oct 10, 2012
Sold by
Kennedy Michael J and Kennedy Leslie
Bought by
Kennedy Michael J and Kennedy Leslie
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$605,000
Interest Rate
3.52%
Mortgage Type
New Conventional
Purchase Details
Closed on
Sep 20, 2012
Sold by
Kennedy Michael J and Kennedy Leslie
Bought by
Kennedy Michael J and Kennedy Leslie
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$605,000
Interest Rate
3.52%
Mortgage Type
New Conventional
Purchase Details
Closed on
Oct 20, 2009
Sold by
Kennedy Michael John and Kennedy Leslie Ann
Bought by
Kennedy Michael J and Kennedy Leslie
Purchase Details
Closed on
Feb 9, 2009
Sold by
Lee Robert E
Bought by
Kennedy Michael John and Kennedy Leslie Ann
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$625,000
Interest Rate
4.8%
Mortgage Type
Purchase Money Mortgage
Purchase Details
Closed on
Nov 1, 2004
Sold by
Lee Opal D
Bought by
Lee Robert E
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$132,500
Interest Rate
5.8%
Mortgage Type
Credit Line Revolving
Purchase Details
Closed on
Jul 28, 2000
Sold by
Robert Shaw Donald
Bought by
Lee Robert E and Lee Opal D
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$535,500
Interest Rate
7.62%
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
Average Home Value in this Area
Purchase History
| Date | Type | Sale Price | Title Company |
|---|---|---|---|
| Grant Deed | $2,155,000 | Orange Coast Title Company | |
| Interfamily Deed Transfer | -- | Title Resources Guaranty Com | |
| Grant Deed | $1,265,000 | First American Title Company | |
| Interfamily Deed Transfer | -- | Accommodation | |
| Interfamily Deed Transfer | -- | Fidelity National Title | |
| Interfamily Deed Transfer | -- | None Available | |
| Grant Deed | $1,375,000 | Stewart Title | |
| Interfamily Deed Transfer | -- | -- | |
| Individual Deed | $714,000 | Guardian Title Company |
Source: Public Records
Mortgage History
| Date | Status | Loan Amount | Loan Type |
|---|---|---|---|
| Open | $9,951,500 | New Conventional | |
| Closed | $2,155,000 | Commercial | |
| Previous Owner | $369,000 | New Conventional | |
| Previous Owner | $400,000 | New Conventional | |
| Previous Owner | $600,000 | New Conventional | |
| Previous Owner | $605,000 | New Conventional | |
| Previous Owner | $625,000 | Purchase Money Mortgage | |
| Previous Owner | $1,235,000 | Unknown | |
| Previous Owner | $132,500 | Credit Line Revolving | |
| Previous Owner | $993,750 | Negative Amortization | |
| Previous Owner | $270,000 | Credit Line Revolving | |
| Previous Owner | $542,500 | Unknown | |
| Previous Owner | $542,250 | Unknown | |
| Previous Owner | $535,500 | No Value Available |
Source: Public Records
Property History
| Date | Event | Price | Change | Sq Ft Price |
|---|---|---|---|---|
| 05/14/2020 05/14/20 | Sold | $2,155,000 | -1.8% | $1,523 / Sq Ft |
| 05/06/2020 05/06/20 | Pending | -- | -- | -- |
| 04/28/2020 04/28/20 | Price Changed | $2,195,000 | -4.4% | $1,551 / Sq Ft |
| 02/28/2020 02/28/20 | For Sale | $2,295,000 | +81.4% | $1,622 / Sq Ft |
| 01/07/2013 01/07/13 | Sold | $1,265,000 | -2.3% | $894 / Sq Ft |
| 10/23/2012 10/23/12 | For Sale | $1,295,000 | -- | $915 / Sq Ft |
Source: California Regional Multiple Listing Service (CRMLS)
Tax History Compared to Growth
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 | $24,706 | $2,356,804 | $2,291,081 | $65,723 |
| 2024 | $24,706 | $2,310,593 | $2,246,158 | $64,435 |
| 2023 | $24,753 | $2,265,288 | $2,202,116 | $63,172 |
| 2022 | $24,453 | $2,220,871 | $2,158,937 | $61,934 |
| 2021 | $24,182 | $2,177,325 | $2,116,605 | $60,720 |
| 2020 | $16,194 | $1,424,368 | $1,371,504 | $52,864 |
| 2019 | $15,895 | $1,396,440 | $1,344,612 | $51,828 |
| 2018 | $15,703 | $1,369,059 | $1,318,247 | $50,812 |
| 2017 | $15,479 | $1,342,215 | $1,292,399 | $49,816 |
| 2016 | $15,208 | $1,315,898 | $1,267,058 | $48,840 |
| 2015 | $15,149 | $1,296,132 | $1,248,025 | $48,107 |
| 2014 | $14,813 | $1,270,743 | $1,223,578 | $47,165 |
Source: Public Records
Agents Affiliated with this Home
-
Lisa Helou
-
Giovanne Helou
Seller Co-Listing Agent in 2020
Giovanne Helou
The Oppenheim Group
(310) 866-9410
12 in this area
35 Total Sales
-
I
Buyer's Agent in 2020
Irv Tons
Pointe Real Estate, Inc.
-
Kim Bibb
Seller's Agent in 2013
Kim Bibb
Pacific Sotheby's Int'l Realty
(714) 396-0185
53 in this area
125 Total Sales
-
G
Buyer's Agent in 2013
GREGG HOLT
North South Realty
Map
Source: California Regional Multiple Listing Service (CRMLS)
MLS Number: U12004087
APN: 048-191-04
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