$3,500,000
SOLD DEC 1, 2015
4 Beds
3.5 Baths
2,921 Sq Ft
2,614 Sq Ft Lot

Recently Sold

$1,198 Per Sq Ft

Highlights

  • City Lights View
  • No HOA
  • Central Air
  • Newport Elementary School Rated A

About This Home

As of May 2020

Sold prior to completion. Top quality construction. Comp purposes only.

Last Agent to Sell the Property

Kim Bibb

Pacific Sotheby's Int'l Realty License #01210754 Listed on: 12/01/2015

Pacific Sotheby's Int'l Realty

Last Buyer's Agent

Kim Bibb

Pacific Sotheby's Int'l Realty License #01210754 Listed on: 12/01/2015

Pacific Sotheby's Int'l Realty

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $45,521

Year Built

  • Built in 2015

Parking

  • 2 Car Garage

Interior Spaces

  • 2,921 Sq Ft Home
  • 2-Story Property
  • Living Room with Fireplace
  • City Lights Views

Bedrooms and Bathrooms

  • 4 Bedrooms

Additional Features

  • 2,614 Sq Ft Lot
  • Central Air

Community Details

  • No Home Owners Association

Listing and Financial Details

  • Tax Lot 1
  • Tax Tract Number 1
  • Assessor Parcel Number 04820204

Home Details

Home Type

Single Family

Est. Annual Taxes

$45,521

Year Built

Built in 2015

Lot Details

0

Parking

2

Listing Details

  • Assessments: No
  • Property Attached: No
  • Road Surface Type: Maintained
  • Subdivision Name Other: Balboa Peninsula Point (BLPP)
  • View: Yes
  • Property Sub Type: Single Family Residence
  • Property Type: Residential
  • Parcel Number: 04820204
  • Year Built: 2015
  • Special Features: None

Interior Features

  • Fireplace: Yes
  • Living Area: 2921.00
  • Stories: 2
  • Common Walls: No Common Walls
  • Full Bathrooms: 3
  • Full And Three Quarter Bathrooms: 3
  • Half Bathrooms: 1
  • Total Bedrooms: 4
  • Fireplace Features: Living Room
  • Levels: One
  • Price Per Square Foot: 1198.22
  • Room Type: Master Bedroom

Exterior Features

  • View: City Lights
  • Pool Private: No

Garage/Parking

  • Garage Spaces: 2.00
  • Total Parking Spaces: 2.00

Utilities

  • Utilities: Sewer Available
  • Water Source: Public
  • Cooling: Central Air
  • Cooling: Yes

Condo/Co-op/Association

  • Association: No
  • Senior Community: No
  • Community Features: Curbs

Lot Info

  • Lot Size Sq Ft: 2614.00
  • Price Per Lot Square Foot: 1338.94
  • Lot Size Acres: 0.0600

Multi Family

  • Lease Considered: No
  • Lot Size Area: 2614.0000 Square Feet
  • Number Of Units In Community: 1
  • Number Of Units Total: 1

Tax Info

  • Tax Lot: 1
  • Tax Tract Number: 1

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%
Total Days on Market
0
Current Estimated Value
$6,629,450

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$2,629,450
Avg. Annual Appreciation
10.64%
Original Mortgage
$2,400,000
Outstanding Balance
$2,103,643
Interest Rate
2%
Mortgage Type
New Conventional
Estimated Equity
$4,541,802

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
Source: Public Records

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Range of Values:

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Home Values in the Area

Source: Public Records

Average Home Value in this Area





Source: Public Records

Purchase History

Date Type Sale Price Title Company
Grant Deed $4,000,000 California Title Company
Grant Deed $3,850,000 First American Title
Interfamily Deed Transfer -- First American Title Company
Quit Claim Deed -- None Available
Interfamily Deed Transfer -- None Available
Interfamily Deed Transfer -- None Available
Grant Deed $3,585,000 First American Title Company
Interfamily Deed Transfer -- First American Title Company
Grant Deed $1,500,000 First American Title Company
Interfamily Deed Transfer -- Accommodation
Interfamily Deed Transfer -- --
Source: Public Records

Mortgage History

Date Status Loan Amount Loan Type
Open $2,400,000 New Conventional
Previous Owner $180,000 Unknown
Previous Owner $400,000 Unknown
Previous Owner $170,823 Unknown
Previous Owner $177,634 Unknown
Previous Owner $2,000,000 New Conventional
Previous Owner $750,000 Purchase Money Mortgage
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

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
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

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Map

Source: California Regional Multiple Listing Service (CRMLS)

MLS Number: NP15254888

California Regional Multiple Listing Service (CRMLS)

APN: 048-202-04