NOT LISTED FOR SALE

1629 E Balboa Blvd Unit 1 Newport Beach, CA 92661

Balboa Peninsula Point Neighborhood

Estimated Value: $2,063,000 - $3,097,000

3 Beds
2 Baths
1,600 Sq Ft
$1,528/Sq Ft Est. Value

About This Home

This home is located at 1629 E Balboa Blvd Unit 1, Newport Beach, CA 92661 and is currently estimated at $2,444,708, approximately $1,527 per square foot. 1629 E Balboa Blvd Unit 1 is a home located in Orange County with nearby schools including Newport Elementary School, Horace Ensign Intermediate School, and Newport Harbor High School.

Ownership History

Date Name Owned For Owner Type

Purchase Details

Closed on
Nov 17, 2022
Sold by
Douglas And Janna Logan Family Trust
Bought by
Montgomery Gregory A and Montgomery Debbie L
Current Estimated Value
$2,444,708

Purchase Details

Closed on
Aug 26, 2021
Sold by
Shumaker Sandra Ann and Sandra Ann Shumaker Revocable
Bought by
Montgomery Gregory A and Montgomery Debbie L

Purchase Details

Closed on
May 17, 2011
Sold by
Logan Douglas N and Logan Janna L
Bought by
Shumaker Sandra Ann and Logan Douglas Norman

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$699,000
Interest Rate
4.84%
Mortgage Type
New Conventional

Purchase Details

Closed on
Apr 28, 2011
Sold by
Shumaker Sandra Ann and Logan Douglas Norman
Bought by
Shumaker Sandra Ann and The Sandra Ann Shumaker 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
$699,000
Interest Rate
4.84%
Mortgage Type
New Conventional

Purchase Details

Closed on
Mar 4, 2009
Sold by
Shumaker Sandra Ann
Bought by
Shumaker Sandra Ann and Sandra Ann Shumaker Revocable Trust

Purchase Details

Closed on
Dec 19, 2006
Sold by
Logan Douglas Norman and Logan Janna Linn
Bought by
Logan Douglas N and Logan Janna L

Purchase Details

Closed on
Feb 18, 2005
Sold by
Bergman Lisa Sharon
Bought by
Logan Douglas Norman and Logan Janna Linn

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$747,500
Interest Rate
5.77%
Mortgage Type
Purchase Money Mortgage

Purchase Details

Closed on
Mar 18, 2004
Sold by
Young Eugene F and Young Kelly M
Bought by
Bergman Lisa Sharon

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$650,000
Interest Rate
3.62%
Mortgage Type
Purchase Money Mortgage

Purchase Details

Closed on
Jun 7, 2002
Sold by
Saywitz Barry
Bought by
Young Eugene F and Young Kelly M

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$532,000
Interest Rate
6.43%

Purchase Details

Closed on
Jan 18, 2001
Sold by
Osterholt Robbert and Osterholt Liane
Bought by
Saywitz Barry

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$640,000
Interest Rate
7.37%

Purchase Details

Closed on
Feb 3, 2000
Sold by
Hogan Timothy P and Hogan Thomas J
Bought by
Osterholt Robbert and Osterholt Liane

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$510,000
Interest Rate
4.45%
Source: Public Records

Range of Values:

Collateral Analytics

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ICE

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First American

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Quantarium

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Average Value
Not Available
List Price
Sold Price
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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
Montgomery Gregory A $720,000 --
Montgomery Gregory A $400,000 None Available
Shumaker Sandra Ann -- Old Republic Title Company
Shumaker Sandra Ann -- Old Republic Title Company
Shumaker Sandra Ann -- None Available
Logan Douglas N -- None Available
Logan Douglas Norman $1,150,000 First American Title Co
Bergman Lisa Sharon $900,000 Chicago Title
Young Eugene F $665,000 Lawyers Title Company
Saywitz Barry $800,000 Lawyers Title Company
Osterholt Robbert $680,000 First American Title Ins Co
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Previous Owner Shumaker Sandra Ann $699,000
Previous Owner Logan Douglas Norman $747,500
Previous Owner Bergman Lisa Sharon $249,900
Previous Owner Bergman Lisa Sharon $650,000
Previous Owner Young Eugene F $532,000
Previous Owner Saywitz Barry $640,000
Previous Owner Osterholt Robbert $510,000
Closed Saywitz Barry $80,000
Closed Bergman Lisa Sharon $150,000
Source: Public Records

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 $19,883 $1,853,850 $1,716,649 $137,201
2023 $18,190 $1,662,879 $1,518,090 $144,789
2022 $17,956 $1,630,274 $1,488,324 $141,950
2021 $16,519 $1,480,925 $1,324,511 $156,414
2020 $16,367 $1,465,740 $1,310,929 $154,811
2019 $16,053 $1,437,000 $1,285,224 $151,776
2018 $15,804 $1,408,824 $1,260,024 $148,800
2017 $15,512 $1,381,200 $1,235,317 $145,883
2016 $15,214 $1,354,118 $1,211,095 $143,023
2015 $14,924 $1,315,000 $1,187,977 $127,023
2014 $11,632 $1,008,156 $881,133 $127,023
Source: Public Records

Map

California Orange County Newport Beach 92661 Balboa Peninsula Point

1629 E Balboa Blvd Unit 1, Newport Beach, CA

This home is located at 1629 E Balboa Blvd Unit 1, Newport Beach, CA 92661 and is currently estimated at $2,444,708, approximately $1,527 per square foot. 1629 E Balboa Blvd Unit 1 is a home located in Orange County with nearby schools including Newport Elementary School, Horace Ensign Intermediate School, and Newport Harbor High School.

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