NOT LISTED FOR SALE

Estimated Value: $3,209,000 - $4,167,000

3 Beds
3.5 Baths
2,830 Sq Ft
$1,294/Sq Ft Est. Value

Last Sold March 31, 2022

Last sale price $3,590,000 $1,269 Per Sq Ft

Est. 3% increase in value since last sale

Current estimated payment $24,046/month

14 Days on Market

Highlights

  • 53 Feet of Waterfront
  • Boat Dock
  • Fishing
  • North Fort Myers High School Rated A
  • Fitness Center
  • Home fronts a pond

About This Home

As of March 2022

Located in Boca Bay's North Village, this "Bougainvillea" is surrounded by tropical lush landscaping on three sides and offers serene waterfront views from the rear. The attached villa has three bedrooms, with an optional lower-level master, and three and one half bathrooms spread over three floors. Enjoy evening breezes and the unobstructed tranquil water views on the second story porch or enjoy the morning paper in the enclosed lower-level rear porch or the added sunroom. Additional improvements include a new roof in 2016, a renovated kitchen and two renovated bathrooms. Just a short stroll from the village of Boca Grande, this is a wonderful opportunity to live on Boca Grande in a charming neighborhood close to town and the beach. Boca Bay has numerous amenities, including a wonderful gulf front restaurant and club which was completely renovated in 2021, tennis and fitness center with 7 clay courts, locker room, sauna, four swimming pools, a fishing pier, temporary dockage and much more!

Last Agent to Sell the Property

Angela Steffan

GULF TO BAY SOTHEBY'S INTERNAT License #3251093 Listed on: 01/03/2022

GULF TO BAY SOTHEBY'S INTERNAT

Co-Listed By

Peter 'Zeke' Jr. Sieglaff

GULF TO BAY SOTHEBY'S INTERNAT License #3427388

Last Buyer's Agent

Chandler Converse

MICHAEL SAUNDERS & CO. - BOCA License #3399992

MICHAEL SAUNDERS & CO. - BOCA

Property Details

Home Type

  • Multi-Family

Est. Annual Taxes

  • $19,256

Year Built

  • Built in 1992

Lot Details

  • 5,881 Sq Ft Lot
  • Lot Dimensions are 108x53x1123x53
  • Home fronts a pond
  • 53 Feet of Waterfront
  • South Facing Home
  • Mature Landscaping

HOA Fees

  • $580 Monthly HOA Fees

Parking

  • 2 Car Attached Garage

Home Design

  • Custom Home
  • Villa
  • Split Level Home
  • Property Attached
  • Shingle Roof
  • Wood Siding

Interior Spaces

  • 2,830 Sq Ft Home
  • 2-Story Property
  • Crown Molding
  • Cathedral Ceiling
  • Ceiling Fan
  • Sliding Doors
  • Sun or Florida Room
  • Pond Views
  • Crawl Space
  • Hurricane or Storm Shutters

Kitchen

  • Eat-In Kitchen
  • Built-In Oven
  • Cooktop
  • Recirculated Exhaust Fan
  • Microwave
  • Dishwasher
  • Solid Surface Countertops
  • Disposal

Flooring

  • Wood
  • Carpet
  • Ceramic Tile

Bedrooms and Bathrooms

  • 3 Bedrooms
  • Primary Bedroom on Main
  • Walk-In Closet

Laundry

  • Laundry Room
  • Dryer
  • Washer

Outdoor Features

  • Water Access
  • Balcony
  • Deck
  • Enclosed patio or porch
  • Exterior Lighting

Schools

  • The Island Elementary School
  • L.A. Ainger Middle School
  • Lemon Bay High School

Utilities

  • Central Air
  • Heat Pump System
  • Underground Utilities
  • Electric Water Heater
  • Phone Available
  • Cable TV Available

Listing and Financial Details

Community Details

Overview

  • Association fees include community pool, manager
  • Sue Najar Association
  • North Village Sub Subdivision
  • Association Owns Recreation Facilities
  • The community has rules related to deed restrictions, fencing, allowable golf cart usage in the community
  • Rental Restrictions

Amenities

  • Clubhouse
  • Elevator

Recreation

  • Boat Dock
  • Tennis Courts
  • Fitness Center
  • Community Pool
  • Fishing

Pet Policy

  • Pets Allowed

Security

  • Gated Community

Property Details

Home Type

Multi-Family

Est. Annual Taxes

$19,256

Year Built

Built in 1992

Lot Details

0

HOA Fees

$580 per month

Parking

2

Listing Details

  • HOA Fee Includes: Community Pool, Manager
  • Property Type: Residential
  • Property Sub Type: Villa
  • Architectural Style: Custom
  • Construction Materials: Wood Siding
  • Fireplace: No
  • Living Area: 2830
  • Lot Size Acres: 0.14
  • New Construction: No
  • Year Built: 1992
  • Lot Size Sq Ft: 5881
  • Directions to Property: Placida Road to Boca Grande Causeway, $6 toll, continue south on Gasparilla Road to 5th Street. Right on 5th Street and follow to Boca Bay Drive, turn left and proceed through guard shack. Carrick bend is the first street on your right, follow to 164 Carrick Bend.
  • Status: Sold
  • Down Payment Resource URL: https://www.workforce-resource.com/dpr/listing/MFRMLS/D6122844?w=Agent&skip_sso=true
  • Down Payment Resource URL 2: https://www.workforce-resource.com/dpr/listing/MFRMLS/D6122844?w=Customer
  • Homestead Y N: No
  • Total Acreage: 0 to less than 1/4
  • Unit Number Y N: No
  • Home Warranty Y N: No
  • Ratio: Close Price\List Price: 1.07164
  • Price per Sq Ft: 1268.55
  • Close to Original List Price Ratio: 1.07164
  • View: Yes
  • Co List Office Mls Id: 258000351
  • Co List Office Phone: 941-964-0115
  • Ownership: Fee Simple
  • Tax Year: 2021
  • Special Features: VirtualTour

Interior Features

  • Living Area Units: Square Feet
  • Flooring: Carpet, Ceramic Tile, Hardwood
  • Full Bathrooms: 3
  • Half Bathrooms: 1
  • Interior Amenities: Cathedral Ceiling(s), Ceiling Fans(s), Crown Molding, Eating Space In Kitchen, High Ceiling(s), Master Bedroom Main Floor, Dormitorio Principal Arriba, Solid Surface Counters, Walk-In Closet(s)
  • Appliances Included: Built-In Oven, Cooktop, Dishwasher, Disposal, Dryer, Electric Water Heater, Exhaust Fan, Microwave, Refrigerator, Washer
  • Foundation Details: Crawlspace
  • Total Bedrooms: 3
  • Levels: Multi/Split
  • Stories: 2
  • Street Number Modifier: 164
  • Room Count: 7
  • Additional Rooms: Florida Room

Exterior Features

  • Direction Faces: South
  • Exterior Features: Balcony, Hurricane Shutters, Lighting, Sliding Doors
  • Roof: Shingle
  • Pool Private: No
  • View: Water
  • Waterfront: Yes
  • Patio and Porch Features: Deck, Enclosed, Front Porch, Screened
  • Road Surface Type: Asphalt
  • Water View: Pond
  • Water View Y N: Yes
  • Water Access Y N: No
  • Water Extras Y N: No
  • Flood Zone Panel: 12071C0182F
  • Waterfront Frontage: 53
  • Water Frontage Feet Pond: 53

Garage/Parking

  • Attached Garage: Yes
  • Carport Y N: No
  • Garage Spaces: 2
  • Garage Yn: Yes
  • Covered Parking Spaces: 2
  • Open Parking: No

Utilities

  • Utilities: Cable Connected, Electricity Connected, Phone Available, Sewer Connected, Underground Utilities, Water Connected
  • Cooling: Central Air
  • Heating: Electric, Heat Pump
  • Laundry Features: Laundry Room
  • Sewer: Public Sewer
  • Water Source: Public
  • Cooling Y N: Yes
  • Heating Yn: Yes

Condo/Co-op/Association

  • Community Features: Association Recreation - Owned, Deed Restrictions, Fishing, Fitness, Gated Community, Golf Carts OK, Pool, Tennis Courts, Water Access, Waterfront
  • Association Amenities: Clubhouse, Boat Dock, Elevator(s), Fence Restrictions, Fitness Center, Gated, Pool, Tennis Court(s)
  • Association Fee: 1740
  • Association Fee Frequency: Quarterly
  • Association Name: Sue Najar
  • Association: Yes
  • Senior Community: No
  • Association Email: snajar@bocabay.info
  • Amenities Additional Fees: Pass Club Membership one time fee: $40,000, Boca Bay Master Association.Capital Contribution: one time, $15,000.Annual Pass Club dues of $3,759.39 (includes a dining minimum of $759.39).Annual capital Pass Club renovation $600+/- for the life of the loan.
  • Association Fee Requirement: Required
  • Association Approval Required YN: No

Fee Information

  • Total Annual Fees: 6960
  • Monthly HOA Fee: 580
  • Total Monthly Fees: 580

Schools

  • Elementary School: The Island School
  • High School: Lemon Bay High
  • Middle Or Junior School: L.A. Ainger Middle

Lot Info

  • Zoning: RM-2
  • Parcel Number: 23-43-20-24-00000.0360
  • Additional Parcels: No
  • Lot Dimensions: 108x53x1123x53
  • Property Attached Yn: Yes
  • Flood Zone Code: AE
  • Flood Zone Date: 2008-08-28

Rental Info

  • Pets Allowed: Yes
  • Minimum Lease: 1 Month
  • Lease Restrictions Y N: Yes
  • Additional Lease Restrictions: One month minimum.

Tax Info

  • Tax Annual Amount: 19256.36
  • Tax Block: 0
  • Tax Book Number: 46-85
  • Tax Lot: 36

Multi Family

  • Waterfront Features: Pond

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Jan 3, 2022
Closed on
Mar 31, 2022
Sold by
Margo S Russell 1989 Trust
Bought by
Kendall 2020 Family Trust
Seller's Agent
Angela Steffan
GULF TO BAY SOTHEBY'S INTERNAT
Buyer's Agent
Chandler Converse
MICHAEL SAUNDERS & CO. - BOCA
List Price
$3,350,000
Sold Price
$3,590,000
Premium/Discount to List
$240,000
7.16%
Current Estimated Value
$3,697,715

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$107,715
Avg. Annual Appreciation
1.67%
Original Mortgage
$3,400,000
Outstanding Balance
$3,146,557
Interest Rate
2.25%
Mortgage Type
New Conventional
Estimated Equity
$648,392

Purchase Details

Closed on
Aug 29, 2012
Sold by
Russell Margo S
Bought by
Russell Margo S and Margo S Russell 1989 Trust

Purchase Details

Closed on
May 2, 2011
Sold by
Miller Nevine
Bought by
Russell Margo S
Source: Public Records

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 Buyer Sale Price Title Company
Kendall 2020 Family Trust $3,590,000 Big W Law Firm
Russell Margo S -- Attorney
Russell Margo S $1,025,000 None Available
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Kendall 2020 Family Trust $3,400,000
Previous Owner Miller William M $184,000
Previous Owner Miller William M $425,000
Previous Owner Miller William M $196,000
Previous Owner Miller William M $50,000
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
03/31/2022 03/31/22 Sold $3,590,000 +7.2% $1,269 / Sq Ft
01/13/2022 01/13/22 Pending -- -- --
12/30/2021 12/30/21 For Sale $3,350,000 -- $1,184 / Sq Ft
Source: Stellar 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
2024 $38,657 $3,284,472 $1,601,428 $1,646,279
2023 $38,657 $3,011,066 $1,009,375 $2,001,691
2022 $23,653 $1,526,861 $0 $0
2021 $18,569 $1,388,055 $977,650 $410,405
2020 $19,256 $1,399,388 $977,650 $421,738
2019 $18,305 $1,352,551 $977,650 $374,901
2018 $17,857 $1,366,286 $977,650 $388,636
2017 $16,557 $1,218,507 $977,650 $240,857
2016 $14,435 $973,032 $602,000 $371,032
2015 $14,522 $958,987 $602,000 $356,987
2014 -- $994,993 $528,000 $466,993
2013 -- $832,193 $373,900 $458,293
Source: Public Records

Agents Affiliated with this Home

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Map

Source: Stellar MLS

MLS Number: D6122844

Stellar MLS

APN: 23-43-20-24-00000.0360