NOT LISTED FOR SALE

Estimated Value: $3,086,108 - $3,615,000

4 Beds
4 Baths
4,635 Sq Ft
$717/Sq Ft Est. Value

Last Sold November 16, 2018

Last sale price $2,632,500 $568 Per Sq Ft

Est. 26% increase in value since last sale

Current estimated payment $21,355/month

About This Home

2015 built Modern home that lives like a single level on Oswego Lake's Blue Heron Bay. Located on a large, level lot this home has all of what today's buyers are looking for; functionality, livability & style. A private lot on quiet & protected water this 4 bedroom, 3 full & 1 half bath custom home features a main floor master suite with spa-like bath, gourmet kitchen w/vaulted great room, large guest rooms & great separation of spaces.

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Sep 7, 2018
Closed on
Oct 25, 2018
Sold by
Bruce Kimberly K and Bruce Rob
Bought by
Sam
Seller's Agent
Justin Harnish
Harnish Company Realtors
Buyer's Agent
Armani Lopez
Tree City Real Estate
List Price
$2,698,000
Sold Price
$2,632,500
Premium/Discount to List
-$65,500
-2.43%
Current Estimated Value
$3,325,036

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$692,536
Avg. Annual Appreciation
3.41%
Original Mortgage
$2,368,986
Outstanding Balance
$2,026,858
Interest Rate
3.75%
Mortgage Type
Adjustable Rate Mortgage/ARM
Estimated Equity
$1,298,178

Purchase Details

Listed on
Aug 14, 2017
Closed on
Sep 12, 2017
Sold by
Berrey Michael J and Berrey Megan J
Bought by
Bruce Kimberly K and Bruce Rob
Seller's Agent
Rachel Russell
Coldwell Banker Bain
Buyer's Agent
Katherine Williams
Rose City Realty Group
List Price
$2,650,000
Sold Price
$2,600,000
Premium/Discount to List
-$50,000
-1.89%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
1.06%

Purchase Details

Closed on
Dec 29, 2015
Sold by
Stephens Homes Llc
Bought by
Berrey Michael J and Berrey Megan J

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$1,365,000
Interest Rate
3.75%
Mortgage Type
Adjustable Rate Mortgage/ARM

Purchase Details

Closed on
Oct 10, 2014
Sold by
Brunstrom Tatro Elle
Bought by
Stephens Homes Llc

Purchase Details

Closed on
May 18, 2010
Sold by
Clunas Funding Group Inc
Bought by
Brunstrom Tatro Elle

Purchase Details

Closed on
Sep 5, 2008
Sold by
Olivas Brett E
Bought by
Clunas Funding Group Inc

Purchase Details

Closed on
May 28, 2004
Sold by
Mcneil Reginald and Mcneil Gina
Bought by
Olivas Brett E

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$400,000
Interest Rate
5.62%
Mortgage Type
Purchase Money Mortgage

Purchase Details

Closed on
Jul 10, 2002
Sold by
Mcneil Gina and Mcneil Virginia Gina L
Bought by
Mcneil Reginald and Mcneil Gina

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$126,000
Interest Rate
6.69%

Purchase Details

Closed on
May 22, 2002
Sold by
Phillips Richard
Bought by
Mcneil Virginia Gina L

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$126,000
Interest Rate
6.69%

Purchase Details

Closed on
May 21, 2002
Sold by
Mcneil Gina
Bought by
Phillips Richard and Mcneil Virgina Gina

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$126,000
Interest Rate
6.69%
Source: Public Records

Range of Values:

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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
Sam $2,632,500 Wfg Title
Bruce Kimberly K $2,600,000 Lawyers Title
Berrey Michael J $2,275,000 None Available
Stephens Homes Llc $801,000 Stewart Title
Brunstrom Tatro Elle $575,000 First Amer Title Ins Co Or
Clunas Funding Group Inc -- None Available
Olivas Brett E $500,000 Fidelity Natl Title Co Of Or
Mcneil Reginald $218,500 First American Title Ins Co
Mcneil Virginia Gina L -- First American Title Ins Co
Phillips Richard -- First American Title Ins Co
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Sam $2,368,986
Previous Owner Berrey Michael J $1,365,000
Previous Owner Olivas Brett E $400,000
Previous Owner Mcneil Reginald $126,000
Closed Olivas Brett E $75,000
Source: Public Records

Property History

Date Event Price List to Sale Price per Sq Ft Prior Sale
11/16/2018 11/16/18 Sold $2,632,500 -2.4% $568 / Sq Ft View Prior Sale
09/29/2018 09/29/18 Pending -- -- --
09/07/2018 09/07/18 For Sale $2,698,000 +3.8% $582 / Sq Ft
09/13/2017 09/13/17 Sold $2,600,000 -1.9% $561 / Sq Ft View Prior Sale
09/07/2017 09/07/17 Pending -- -- --
08/14/2017 08/14/17 For Sale $2,650,000 -- $572 / Sq Ft

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 $43,783 $2,279,884 -- --
2024 $42,616 $2,213,480 -- --
2023 $42,616 $2,149,010 $0 $0
2022 $40,136 $2,086,418 $0 $0
2021 $37,071 $2,025,649 $0 $0
2020 $36,139 $1,966,650 $0 $0
2019 $35,250 $1,909,369 $0 $0
2018 $33,522 $1,853,756 $0 $0
2017 $32,346 $1,799,763 $0 $0
2016 $28,957 $1,718,258 $0 $0
2015 $11,024 $712,114 $0 $0
2014 $11,112 $703,457 $0 $0
Source: Public Records

Agents Affiliated with this Home

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