Seller's Agent in 2020
Kevin Kanda
Surterre Properties Inc.
(949) 717-7100
19 Total Sales
1515 E Ocean Blvd Newport Beach, CA 92661
Balboa Peninsula Point NeighborhoodEstimated Value: $6,470,438 - $7,172,000
4
Beds
3.5
Baths
2,960
Sq Ft
$2,274/Sq Ft
Est. Value
Highlights
- Ocean View
- Property is near a park
- No HOA
- Newport Elementary School Rated A
- Wood Flooring
- Open to Family Room
About This Home
As of May 2020Location!, Location!, Location!...
Located in the much desired Peninsula Point area of Newport Beach.. and just down the street from the legendary surf spot “The Wedge” and the Newport Channel Opening
Only one house separates you from the sand and surf of the Pacific Ocean…and view Ocean Sunsets from your 3rd story back patio..
This newer built (2015) Custom Cape Cod Transitional house has been a 2nd home.. with a beautiful open floorplan with gorgeous oak-like hardwood floors throughout .. stylish accordian doors swing out all the way open seemlessly tying the family room and gourmet kitchen with the outdoor front patio …for enjoyng all the beach feels of the quaint water oriented neighborhood…( access to Newport Bay is just around the corner also )
A 2car garage is complemented with an added outdoor storage area that would be great for conveniently storing stand up paddle boards, surfboards and other water sports activity hard goods…
Make 1515 E Ocean Blvd your Location for owning that beach retreat you’ve been looking for all these years!....
Please view both videos attached above...1) VT1 = Property Video and 2) VT2 = Virtual Property Tour"
Please call for a private showing...
Last Agent to Sell the Property
Surterre Properties Inc. License #01023714 Listed on: 11/07/2019
Home Details
Home Type
- Single Family
Est. Annual Taxes
- $45,521
Year Built
- Built in 2015
Lot Details
- 2,450 Sq Ft Lot
- Level Lot
Parking
- 2 Car Attached Garage
- Parking Available
- Two Garage Doors
Property Views
- Ocean
- Catalina
- City Lights
Home Design
- Stucco
Interior Spaces
- 2,960 Sq Ft Home
- Family Room Off Kitchen
- Living Room with Fireplace
- Combination Dining and Living Room
- Wood Flooring
- Home Security System
- Laundry Room
Kitchen
- Open to Family Room
- Eat-In Kitchen
- Breakfast Bar
- Built-In Range
- Dishwasher
- Kitchen Island
Bedrooms and Bathrooms
- 4 Bedrooms
- All Upper Level Bedrooms
- Bathtub
- Separate Shower
Schools
- Newport Elementary School
- Ensign Middle School
- Newport Harbor High School
Utilities
- Forced Air Heating and Cooling System
- Natural Gas Connected
- Cable TV Available
Additional Features
- Open Patio
- Property is near a park
Community Details
- No Home Owners Association
Listing and Financial Details
- Legal Lot and Block 42 / B
- Tax Tract Number 518
- Assessor Parcel Number 04820204
Ownership History
Date
Name
Owned For
Owner Type
Purchase Details
Listed on
Nov 7, 2019
Closed on
May 21, 2020
Sold by
Rowe Stanton J and Rowe Chiyo Imai
Bought by
Hopkins Michael Charles and Hopkins Sheri Lynn
Seller's Agent
Kevin Kanda
Surterre Properties Inc.
Buyer's Agent
Tara Shapiro
Coldwell Banker Realty
List Price
$4,495,000
Sold Price
$4,000,000
Premium/Discount to List
-$495,000
-11.01%
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
$2,530,949
Avg. Annual Appreciation
9.88%
Original Mortgage
$2,400,000
Outstanding Balance
$2,103,643
Interest Rate
2%
Mortgage Type
New Conventional
Estimated Equity
$4,423,848
Purchase Details
Listed on
Apr 19, 2017
Closed on
May 16, 2017
Sold by
Bartz Howard Jay and Mcqueary Katie
Bought by
Rowe Stanton J and Rowe Chiyo Lmai
Seller's Agent
Kim Bibb
Pacific Sotheby's Int'l Realty
Buyer's Agent
Kim Bibb
Pacific Sotheby's Int'l Realty
List Price
$3,995,000
Sold Price
$3,850,000
Premium/Discount to List
-$145,000
-3.63%
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
1.29%
Purchase Details
Listed on
Apr 19, 2017
Closed on
May 15, 2017
Sold by
Alliance Trust Co
Bought by
Bartz Howard Jay and Mcqueary Katie
Seller's Agent
Kim Bibb
Pacific Sotheby's Int'l Realty
Buyer's Agent
Kim Bibb
Pacific Sotheby's Int'l Realty
List Price
$3,995,000
Sold Price
$3,850,000
Premium/Discount to List
-$145,000
-3.63%
Purchase Details
Closed on
Aug 15, 2016
Sold by
Bartz Howard Jay and Mcqueary Katie
Bought by
Alliance Trust Company and The Cabernet 2016 Nevada Trust
Purchase Details
Closed on
Jul 20, 2015
Sold by
Cefalia James J and Cefalia Sarah M
Bought by
Bartz Howard Jay and Howard Jay Bartz Jr Revocable Trust
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$180,000
Interest Rate
3.89%
Mortgage Type
Unknown
Purchase Details
Closed on
Jun 8, 2015
Sold by
Birnbaum Krista L
Bought by
Birnbaum Laurence M
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
3.85%
Mortgage Type
New Conventional
Purchase Details
Closed on
Feb 10, 2014
Sold by
Swink Barbara J
Bought by
Cefalia Ii James J and Cefallia Sarah M
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$750,000
Interest Rate
4.13%
Mortgage Type
Purchase Money Mortgage
Purchase Details
Closed on
Feb 23, 2011
Sold by
Swink Barbara Joanne and Midyett Ronald Lane
Bought by
Swink Barbara J and Barbara J Swink Living Trust
Purchase Details
Closed on
Jun 14, 1996
Sold by
Midyett Ival V
Bought by
Midyett Ival and Swink Barbara Joanne
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 | Buyer | Sale Price | Title Company |
|---|---|---|---|
| Hopkins Michael Charles | $4,000,000 | California Title Company | |
| Rowe Stanton J | $3,850,000 | First American Title | |
| Bartz Howard Jay | -- | First American Title Company | |
| Alliance Trust Company | -- | None Available | |
| Bartz Howard Jay | -- | None Available | |
| Bartz Howard Jay | -- | None Available | |
| Bartz Howard Jay | $3,585,000 | First American Title Company | |
| Birnbaum Laurence M | -- | First American Title Company | |
| Cefalia Ii James J | $1,500,000 | First American Title Company | |
| Swink Barbara J | -- | Accommodation | |
| Midyett Ival | -- | -- |
Source: Public Records
Mortgage History
| Date | Status | Borrower | Loan Amount |
|---|---|---|---|
| Open | Hopkins Michael Charles | $2,400,000 | |
| Previous Owner | Birnbaum Laurence M | $180,000 | |
| Previous Owner | Birnbaum Laurence M | $400,000 | |
| Previous Owner | Birnbaum Laurence M | $170,823 | |
| Previous Owner | Birnbaum Laurence M | $177,634 | |
| Previous Owner | Bartz Howard Jay | $2,000,000 | |
| Previous Owner | Cefalia Ii James J | $750,000 |
Source: Public Records
Property History
| Date | Event | Price | Change | Sq Ft Price |
|---|---|---|---|---|
| 05/29/2020 05/29/20 | Sold | $4,000,000 | -11.0% | $1,351 / Sq Ft |
| 05/22/2020 05/22/20 | Pending | -- | -- | -- |
| 04/14/2020 04/14/20 | For Sale | $4,495,000 | +12.4% | $1,519 / Sq Ft |
| 03/24/2020 03/24/20 | Off Market | $4,000,000 | -- | -- |
| 11/07/2019 11/07/19 | For Sale | $4,495,000 | +16.8% | $1,519 / Sq Ft |
| 06/05/2017 06/05/17 | Sold | $3,850,000 | -3.6% | $1,132 / Sq Ft |
| 05/10/2017 05/10/17 | Pending | -- | -- | -- |
| 04/19/2017 04/19/17 | For Sale | $3,995,000 | +14.1% | $1,175 / Sq Ft |
| 12/01/2015 12/01/15 | Sold | $3,500,000 | 0.0% | $1,198 / Sq Ft |
| 12/01/2015 12/01/15 | For Sale | $3,500,000 | -- | $1,198 / 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 | $45,521 | $4,374,583 | $3,645,607 | $728,976 |
| 2024 | $45,521 | $4,288,807 | $3,574,124 | $714,683 |
| 2023 | $44,458 | $4,204,713 | $3,504,043 | $700,670 |
| 2022 | $43,725 | $4,122,268 | $3,435,336 | $686,932 |
| 2021 | $42,885 | $4,041,440 | $3,367,977 | $673,463 |
| 2020 | $43,376 | $4,085,650 | $3,467,438 | $618,212 |
| 2019 | $42,471 | $4,005,540 | $3,399,449 | $606,091 |
| 2018 | $41,622 | $3,927,000 | $3,332,793 | $594,207 |
| 2017 | $38,850 | $3,656,700 | $3,054,743 | $601,957 |
| 2016 | $37,974 | $3,585,000 | $2,994,846 | $590,154 |
| 2015 | $16,861 | $1,564,820 | $1,462,424 | $102,396 |
| 2014 | $1,194 | $81,787 | $60,005 | $21,782 |
Source: Public Records
Agents Affiliated with this Home
-
-
Buyer's Agent in 2020
Tara Shapiro
Coldwell Banker Realty
(949) 478-7781
39 in this area
93 Total Sales
-
Seller's Agent in 2017
Kim Bibb
Pacific Sotheby's Int'l Realty
(714) 396-0185
54 in this area
130 Total Sales
Map
Source: California Regional Multiple Listing Service (CRMLS)
MLS Number: NP19258280
APN: 048-202-04
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