NOT LISTED FOR SALE

Estimated Value: $4,952,000 - $6,002,000

3 Beds
3 Baths
2,414 Sq Ft
$2,208/Sq Ft Est. Value

Last Sold December 24, 2020

Last sale price $3,375,000 $1,398 Per Sq Ft

Est. 58% increase in value since last sale

Current estimated payment $31,100/month

40 Days on Market

Highlights

  • Updated Kitchen
  • Peek-A-Boo Views
  • Cape Cod Architecture
  • Newport Elementary School Rated A
  • Dual Staircase
  • Property is near park

About This Home

As of December 2020

Eastern seaboard Hamptons style home was built to perfection 2006, leaving no detail overlooked. Steps to the sand & water on the Balboa Peninsula, this fully upgraded home has been in the same family 48 yrs, encapsulating the idyllic coastal lifestyle. A beautifully landscaped yard w/charming picket fence and brick entry opens to a spacious living room replete w/fireplace, custom built-ins, T&G picturesque bay window, lg plank wood floor. Adjacent lies the kitchen brimming with thoughtful cabinetry, built-in range, expansive counters, breakfast nook & island bar for dining options. The family room provides a custom wall of built-in cabinets and direct access to the outdoor patio for your BBQ’S. Upstairs the master features impressive vaulted ceilings w/sky light, T&G millwork, fireplace, reading bench, balcony w/peek-a-boo view & large walk-in closet. The generous bath enjoys a relaxing spa tub and dual sinks. A large bonus area leads to the additional 2 bedrooms serviced by a bath. The home was envisioned with the addition of a roof-top deck or add bedroom. The rear of the home is on an alley with a 2 car garage. The Peninsula is infamous for its charming festivities, including the CHRISTMAS BOAT PARADE, 4th OF JULY PARADE & FIREWORKS, private tennis club, Friday night potlucks at the private bay beach. There's so much to enjoy by living in this enviable community. Delight making this your beach home where the world moves a little slower and your neighbors are your friends.

Last Agent to Sell the Property

Lisa Helou

The Oppenheim Group License #00624164 Listed on: 10/02/2020

The Oppenheim Group

Co-Listed By

Giovanne Helou

The Oppenheim Group License #02068352

The Oppenheim Group

Last Buyer's Agent

Giovanne Helou

The Oppenheim Group License #02068352

The Oppenheim Group

Home Details

Home Type

  • Single Family

Year Built

  • Built in 2006

Lot Details

  • 2,625 Sq Ft Lot
  • Block Wall Fence
  • Landscaped
  • Level Lot
  • Sprinkler System
  • Private Yard
  • Lawn
  • Front Yard

Parking

  • 2 Car Direct Access Garage
  • Parking Available
  • Rear-Facing Garage
  • Garage Door Opener

Property Views

  • Peek-A-Boo
  • Neighborhood

Home Design

  • Cape Cod Architecture
  • Turnkey
  • Slab Foundation
  • Fire Rated Drywall
  • Composition Roof
  • Wood Siding
  • Stucco

Interior Spaces

  • 2,414 Sq Ft Home
  • 2-Story Property
  • Dual Staircase
  • Crown Molding
  • Wainscoting
  • Beamed Ceilings
  • Skylights
  • Bay Window
  • Window Screens
  • Family Room with Fireplace
  • Family Room Off Kitchen
  • Living Room
  • Bonus Room

Kitchen

  • Kitchenette
  • Updated Kitchen
  • Breakfast Area or Nook
  • Open to Family Room
  • Breakfast Bar
  • Self-Cleaning Convection Oven
  • Built-In Range
  • Range Hood
  • Dishwasher
  • Disposal

Flooring

  • Wood
  • Brick
  • Carpet
  • Tile

Bedrooms and Bathrooms

  • 3 Bedrooms
  • Fireplace in Primary Bedroom Retreat
  • All Upper Level Bedrooms
  • Walk-In Closet
  • Upgraded Bathroom
  • 3 Full Bathrooms
  • Dual Sinks
  • Soaking Tub
  • Walk-in Shower

Laundry

  • Laundry Room
  • Laundry on upper level

Outdoor Features

  • Balcony
  • Open Patio
  • Front Porch

Schools

  • Ensign Middle School
  • Newport Harbor High School

Utilities

  • Forced Air Heating System
  • Tankless Water Heater

Additional Features

  • Accessible Parking
  • Property is near park

Listing and Financial Details

  • Legal Lot and Block 10 / H
  • Tax Tract Number 518
  • Assessor Parcel Number 04821130

Community Details

Overview

  • No Home Owners Association

Recreation

  • Park
  • Bike Trail

Home Details

Home Type

Single Family

Year Built

Built in 2006

Lot Details

0

Parking

2

Listing Details

  • Structure Type: House
  • Assessments: No
  • Property Attached: No
  • Road Frontage Type: City Street
  • Road Surface Type: Paved
  • View: Yes
  • Architectural Style: Cape Cod
  • Property Condition: Turnkey
  • Property Sub Type: Single Family Residence
  • Property Type: Residential
  • Parcel Number: 04821130
  • Year Built: 2006
  • Special Features: None

Interior Features

  • Fireplace: Yes
  • Living Area: 2414.00 Square Feet
  • Interior Amenities: 2 Staircases, Balcony, Beamed Ceilings, Crown Molding, Wainscoting
  • Stories: 2
  • Common Walls: No Common Walls
  • Flooring: Brick, Carpet, Tile, Wood
  • Accessibility Features: Parking
  • Appliances: Yes
  • Full Bathrooms: 3
  • Total Bedrooms: 3
  • Eating Area: Breakfast Counter / Bar, Breakfast Nook
  • Fireplace Features: Family Room, Master Retreat
  • Levels: Two
  • Main Level Bathrooms: 1
  • Price Per Square Foot: 1398.09
  • Room Type: All Bedrooms Up, Bonus Room, Family Room, Kitchen, Living Room, Walk-In Closet
  • Window Features: Bay Window(s), Screens, Skylight(s)
  • Bathroom Features: Bathtub, Shower, Double Sinks In Bath(s), Soaking Tub, Upgraded, Walk-In Shower
  • Room Kitchen Features: Kitchen Open To Family Room, Kitchenette, Remodeled Kitchen

Exterior Features

  • Patio: Yes
  • Foundation: Slab
  • View: Neighborhood, Peek-A-Boo
  • Fence: Yes
  • Fencing: Block
  • Patio And Porch Features: Brick, Patio, Patio Open, Porch, Front Porch, Rear Porch, Stone
  • Pool Private: No
  • Roof: Composition
  • Spa: No
  • Construction Materials: Drywall Walls, Stucco, Wood Siding

Garage/Parking

  • Attached Garage: Yes
  • Garage Spaces: 2.00
  • Parking: Yes
  • Parking Features: Direct Garage Access, Concrete, Paved, Garage, Garage Faces Rear, Garage Door Opener
  • Total Parking Spaces: 2.00

Utilities

  • Utilities: Electricity Connected, Phone Connected, Sewer Connected, Water Connected
  • Sprinklers: Yes
  • Heating: Yes
  • Laundry: Yes
  • Appliances: Built-In Range, Convection Oven, Dishwasher, Disposal, Gas Cooktop, Range Hood, Refrigerator, Tankless Water Heater, Self Cleaning Oven
  • Electric: Electricity - On Property, Standard
  • Heating Type: Forced Air
  • Laundry Features: Inside, Upper Level
  • Sewer: Public Sewer
  • Water Source: Public

Condo/Co-op/Association

  • Association: No
  • Senior Community: No
  • Community Features: Biking, Curbs, Park, Sidewalks

Schools

  • High School: Newport Harbor
  • Middle Or Junior School: Ensign
  • High School2: NEWHAR

Lot Info

  • Additional Parcels: No
  • Land Lease: No
  • Lot Features: Front Yard, Landscaped, Lawn, Level, Park Nearby, Sprinkler System, Walkstreet, Yard
  • Lot Size Sq Ft: 2625.00
  • Lot Size Acres: 0.0603

Multi Family

  • Lease Considered: No
  • Lot Size Area: 2625.0000 Square Feet
  • Number Of Units Total: 1

Tax Info

  • Tax Block: H
  • Tax Census Tract: 628.00
  • Tax Lot: 10
  • Tax Tract Number: 518

Matterport 3D Tour

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Oct 2, 2020
Closed on
Nov 25, 2020
Sold by
Carpenter John F and Carpenter Sandra
Bought by
Rich Charles C and Rich Tiffany D
Seller's Agent
Lisa Helou
The Oppenheim Group
Buyer's Agent
Giovanne Helou
The Oppenheim Group
List Price
$3,595,000
Sold Price
$3,375,000
Premium/Discount to List
-$220,000
-6.12%
Current Estimated Value
$5,330,165

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$1,955,165
Avg. Annual Appreciation
9.53%
Original Mortgage
$2,362,500
Outstanding Balance
$2,107,080
Interest Rate
2.8%
Mortgage Type
New Conventional
Estimated Equity
$3,223,085

Purchase Details

Closed on
Feb 11, 2020
Sold by
Carpenter John F and Carpenter Sandra A
Bought by
Carpenter John F and Carpenter Sandra A

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$617,000
Interest Rate
3.6%
Mortgage Type
New Conventional

Purchase Details

Closed on
May 13, 2019
Sold by
Carpenter John F and Carpenter Sandra
Bought by
Carpenter Family Living Trust

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$619,000
Interest Rate
4.1%
Mortgage Type
New Conventional

Purchase Details

Closed on
Feb 29, 2016
Sold by
Carpenter John F and Carpenter Sandra
Bought by
Carpenter John F and Carpenter Sandra A

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$600,000
Interest Rate
3.79%
Mortgage Type
New Conventional

Purchase Details

Closed on
Dec 3, 2011
Sold by
Carpenter John F and Carpenter Sandra
Bought by
Carpenter John F and Carpenter Sandra

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$535,000
Interest Rate
4.06%
Mortgage Type
New Conventional

Purchase Details

Closed on
Aug 17, 2010
Sold by
Carpenter John F and Carpenter Sandra
Bought by
Carpenter John F and Carpenter Sandra

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$545,000
Interest Rate
4.52%
Mortgage Type
New Conventional

Purchase Details

Closed on
Mar 25, 2010
Sold by
Carpenter John F and Carpenter Sandra
Bought by
Carpenter John F and Carpenter Sandra
Source: Public Records

Range of Values:

--
Value Increase
--
Percent Increase
--
Adjusted for Inflation
Collateral Analytics

Collateral Analytics Collateral Analytics AVMs (Automated Valuation Model) employ a number of statistical approaches combined with neighborhood-specific comparable selection guarantees the most up-to-date and precise valuations.

Not Available

Collateral Analytics does not have data for the current month. Please view the chart for historical values.

ICE

ICE Mortgage Technology ICE Mortgage Technology’s AVM (Automated Valuation Model) is a state-of-the-art online residential property valuation tool that provides a quick and accurate estimate of the value of almost any home in the U.S.

Not Available

ICE Mortgage Technology does not have data for the current month. Please view the chart for historical values.

First American

First American First American Data & Analytics’ next-generation AVM combines unrivaled data assets with a blended ensemble of valuation models to produce highly accurate, reliable valuations you can trust.

Not Available

First American does not have data for the current month. Please view the chart for historical values.

Quantarium

Quantarium Quantarium’s valuation service, repeatedly proven the industry’s most accurate and comprehensive, is supercharged with a self-learning and auto-tuning AI engine that continually becomes smarter and more accurate as it processes daily inputs from the industry’s leading RE data lake.

Not Available

Quantarium does not have data for the current month. Please view the chart for historical values.

Average Value
Not Available
List Price
Sold Price
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

Source: Public Records

Average Home Value in this Area





Source: Public Records

Purchase History

Date Buyer Sale Price Title Company
Rich Charles C $3,375,000 Orange Coast Ttl Co Of Socal
Carpenter John F -- Chicago Title Company
Carpenter John F -- Chicago Title Company
Carpenter Family Living Trust -- Accommodation
Carpenter John F -- Chicago Title Company
Carpenter John F -- Chicago Title Company
The Carpenter Family Living Trust -- Accommodation
Carpenter John F -- Accommodation
Carpenter John F -- Lsi
Carpenter John F -- Accommodation
Carpenter John F -- None Available
Carpenter John F -- Lsi
Carpenter John F -- None Available
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Rich Charles C $2,362,500
Previous Owner Carpenter John F $617,000
Previous Owner Carpenter John F $619,000
Previous Owner Carpenter John F $600,000
Previous Owner Carpenter John F $535,000
Previous Owner Carpenter John F $545,000
Source: Public Records

Property History

Date Event Price List to Sale Price per Sq Ft
12/24/2020 12/24/20 Sold $3,375,000 -6.1% $1,398 / Sq Ft
11/12/2020 11/12/20 Pending -- -- --
10/02/2020 10/02/20 For Sale $3,595,000 -- $1,489 / 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
2025 $38,079 $3,653,208 $3,327,894 $325,314
2024 $38,079 $3,581,577 $3,262,641 $318,936
2023 $37,744 $3,511,350 $3,198,667 $312,683
2022 $37,219 $3,442,500 $3,135,948 $306,552
2021 $36,685 $3,375,000 $3,074,458 $300,542
2020 $5,109 $380,861 $67,255 $313,606
2019 $5,040 $373,394 $65,937 $307,457
2018 $5,049 $366,073 $64,644 $301,429
2017 $4,942 $358,896 $63,377 $295,519
2016 $4,900 $351,859 $62,134 $289,725
2015 $4,926 $346,574 $61,200 $285,374
2014 $4,828 $339,786 $60,002 $279,784
Source: Public Records

Agents Affiliated with this Home

  • Section Image
  • Section Image
See All Agents

Map

Source: California Regional Multiple Listing Service (CRMLS)

MLS Number: OC20204787

California Regional Multiple Listing Service (CRMLS)

APN: 048-211-30