NOT LISTED FOR SALE

Estimated Value: $571,000 - $663,000

1 Bed
1 Bath
981 Sq Ft
$523/mo HOA Fee

Last Sold January 31, 2024

Last sale price $627,500 $640 Per Sq Ft

Est. 1% increase in value since last sale

Current estimated payment $4,487/month

5 Days on Market

Highlights

  • Water Views
  • Gated Community
  • Main Floor Primary Bedroom
  • Gated Parking
  • Wood Flooring
  • Modern Architecture

About This Home

As of January 2024

Spacious, well kept unit in a secure building with close proximity to many of San Diego's finest attractions. Complex is VA approved and also pet friendly (no size restrictions). Excellent Banker Hill location, corner of Grape & 3rd Ave. Recently upgraded kitchen with solid surface countertops, under-mount sink, recessed lighting, below counter wine fridge. Beautiful flooring throughout the unit. Large oval tub with shower in the full bathroom. 2nd sink and make-up area in primary bedroom/dressing area. Large walk-in closet & additional closet in bedroom. Parking space #15 in secure, underground parking garage. Elevator access from garage to unit if you want to avoid stairs. Refrigerator, & full size laundry equipment in hallway laundry closet will convey. Many attractions are within 2 miles of the property: Little Italy, Balboa Park, Convention Center, Hillcrest, Maritime Museum, San Diego Harbor, Seaport Village, Gaslamp, and more. Freeways are easily accessible. Public transportation is nearby. **Pet-Friendly Paradise:** Embrace the joy of pet ownership without limitations – no size restrictions. Heritage House is your pet-friendly haven!

Last Agent to Sell the Property

Nancy Davis

HomeSmart Realty West License #00816511 Listed on: 01/02/2024

HomeSmart Realty West

Last Buyer's Agent

Ami Markowitz

Compass License #01969276

Compass

Property Details

Home Type

  • Condominium

Est. Annual Taxes

  • $6,077

Year Built

  • Built in 1981

Lot Details

  • Wrought Iron Fence
  • Property is Fully Fenced
  • Steep Slope

HOA Fees

  • $523 Monthly HOA Fees

Parking

  • Parking Garage
  • Gated Parking
  • On-Street Parking

Property Views

  • Water
  • City Lights
  • Peek-A-Boo

Home Design

  • Modern Architecture
  • Turnkey
  • Composition Roof
  • Common Roof

Interior Spaces

  • 981 Sq Ft Home
  • 4-Story Property
  • Wet Bar
  • Built-In Features
  • Recessed Lighting
  • Living Room
  • Formal Dining Room
  • Wood Flooring

Kitchen

  • Electric Oven
  • Electric Cooktop
  • Stove
  • Microwave
  • Dishwasher
  • Disposal

Bedrooms and Bathrooms

  • 1 Primary Bedroom on Main
  • Walk-In Closet
  • 1 Full Bathroom
  • Bathtub with Shower

Laundry

  • Laundry closet
  • Full Size Washer or Dryer

Home Security

Schools

  • San Diego Unified School District Elementary And Middle School
  • San Diego Unified School District High School

Utilities

  • Heat Pump System

Listing and Financial Details

  • Assessor Parcel Number 5332821011

Community Details

Overview

  • Association fees include common area maintenance, exterior (landscaping), exterior bldg maintenance, gated community, roof maintenance, trash pickup, water
  • 28 Units
  • Heritage House Association, Phone Number (619) 578-2916
  • Heritage House Community

Pet Policy

  • Pet Restriction

Security

  • Gated Community
  • Carbon Monoxide Detectors
  • Fire and Smoke Detector
  • Fire Sprinkler System

Property Details

Home Type

Condominium

Est. Annual Taxes

$6,077

Year Built

Built in 1981

Lot Details

0

HOA Fees

$523 per month

Parking

1

Listing Details

  • Class: RESIDENTIAL
  • Sub Category: Attached
  • Architectural Style: Modern
  • Attached Style: Mid Rise
  • Residential Styles: All Other Attached
  • Property Condition: Turnkey
  • Market Area: Metro Central
  • Cross Street: Grape
  • Neighborhood: Bankers Hill
  • Supplement: Many attractions are within 2 miles of the property: Little Italy, Balboa Park, Convention Center, Hillcrest, Maritime Museum, San Diego Harbor, Seaport Village, Gaslamp, and more. Freeways are easily accessible. Public transportation is nearby. **Pet-Friendly Paradise:** Embrace the joy of pet ownership without limitations – no size restrictions. Heritage House is your pet-friendly haven!
  • Estimated Living Space: 500 to 999 SqFt
  • LP / Sq Ft: 647.3
  • Price Per Sq Ft: 639.65
  • SP/ Sq Ft: 639.65
  • Stories: 1 Story
  • Stories In Building: 4
  • Ownership: Condominium
  • Total Stories: 1
  • Year Built: 1981
  • A D U Yes No: No
  • Allow Comments Review: No
  • Internet Address Field: Full Address
  • Internet Syndication Y N: Yes
  • Keyword1: 1
  • Unit Number Space Number: 204
  • Special Features: None
  • Property Sub Type: Condos

Interior Features

  • Interior Amenities: Bathtub, Built-Ins, Recessed Lighting, Shower In Tub, Wet Bar
  • Flooring: Wood
  • Equipment Available: Dishwasher, Disposal, Fire Sprinklers, Microwave, Refrigerator, Electric Oven, Electric Stove, Electric Cooking
  • Elevator: Yes
  • Walls: Drywall
  • Searchable Rooms: Bedroom Entry Level, Dining Room/Separate, MBR Entry Level, Kitchen, Living Room, Master Bedroom, Walk-In Closet
  • Total Bedrooms: 1
  • Bedrooms: 1
  • Master Bedroom Dimensions: 14x12
  • Full Bathrooms: 1
  • Laundry Location: Closet Full Sized, Inside
  • Estimated Sq Ft: 981
  • Total Bathrooms: 1

Exterior Features

  • Exterior Material: Wood/Stucco
  • Fencing: Full, Wrought Iron
  • Roof: Composition, Common Roof
  • View: Water, Peek-A-Boo, City Lights
  • Three or more Steps To Entry: Yes

Garage/Parking

  • Garage Details: Gated, Underground, Community Garage
  • Garage Spaces: 1
  • Non Garage Parking: Street
  • Parking Spaces Total: 1

Utilities

  • Cooling: Heat Pump(s)
  • Laundry Utilities: Electric
  • Security: Gated Community, Smoke Detector, Carbon Monoxide Detectors
  • Sewer/Septic: Sewer Connected, Public Sewer
  • Water: Public
  • Heating: Heat Pump
  • Heating Fuel: Electric
  • Utilities: Electricity Connected, Sewer Connected, Water Connected

Condo/Co-op/Association

  • Complex Name: Heritage House
  • Total Fees: 6270.0
  • Pets Allowed: Allowed w/Restrictions
  • Units In Building: 28
  • Total Number of Units: 28
  • Property Management Company: MRoland Management
  • Property Management Phone: 619057802916
  • Home Owner Association: Heritage House
  • Home Owner Association Fee Includes: Common Area Maintenance, Exterior (Landscaping), Exterior Bldg Maintenance, Gated Community, Roof Maintenance, Trash Pickup, Water
  • Home Owner Association Fee Reflects: Month
  • Home Owner Association Fees: 522.5
  • HOA Payment Frequency: Monthly
  • Home Owner Association Phone: 619 578 2916

Association/Amenities

  • Entry Level Building: 1
  • Entry Level Unit: 2

Schools

  • School District URL: https://www.sandiegounified.org/
  • Elementary School: San Diego Unified School District
  • Elementary School Website: https://www.sandiegounified.org/
  • High School: San Diego Unified School District
  • Middle School Url: https://www.sandiegounified.org/
  • Middle School: San Diego Unified School District

Lot Info

  • Lot Size: 0 (Common Interest)
  • Topography: Slope Steep
  • Water District: CITY OF SAN DIEGO
  • Zoning: R-1
  • Assessor Parcel Number: 5332821011

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Jan 2, 2024
Closed on
Jan 10, 2024
Sold by
Truver Bryce and Truver Mark
Bought by
Lipitz Nicole
Seller's Agent
Nancy Davis
HomeSmart Realty West
Buyer's Agent
Ami Markowitz
Compass
List Price
$635,000
Sold Price
$627,500
Premium/Discount to List
-$7,500
-1.18%
Views
290
Current Estimated Value
$635,808

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$8,308
Avg. Annual Appreciation
0.84%
Original Mortgage
$502,000
Outstanding Balance
$493,619
Interest Rate
6.61%
Mortgage Type
New Conventional
Estimated Equity
$142,189

Purchase Details

Listed on
May 15, 2021
Closed on
Aug 10, 2021
Sold by
Leonard Michael G and Leonard Linda L
Bought by
Truver Mark and Morrow Truver Darlene
Seller's Agent
Ryan Boyer
Coldwell Banker Realty
Buyer's Agent
Nancy Davis
HomeSmart Realty West
List Price
$495,000
Sold Price
$479,009
Premium/Discount to List
-$15,991
-3.23%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
11.75%
Original Mortgage
$350,000
Interest Rate
2.9%
Mortgage Type
New Conventional

Purchase Details

Closed on
Jul 21, 2006
Sold by
Leonard Michael G and Leonard Linda L
Bought by
Leonard Michael G and Leonard Linda L

Purchase Details

Closed on
Jan 6, 2006
Sold by
Wenniger Mary Dee
Bought by
Leonard Michael G and Leonard Linda L

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$310,400
Interest Rate
1.9%
Mortgage Type
Stand Alone Second

Purchase Details

Closed on
Nov 13, 2002
Sold by
Holderer Muriel D
Bought by
Wenniger Mary Dee

Purchase Details

Closed on
Feb 16, 1989

Purchase Details

Closed on
Sep 14, 1983
Source: Public Records

Range of Values:

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Average Value
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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
Lipitz Nicole $627,500 Chicago Title
Truver Mark $480,000 Lawyers Title Company
Leonard Michael G -- None Available
Leonard Michael G $388,000 Chicago Title Co
Wenniger Mary Dee $291,000 California Title Company
-- $107,000 --
-- $93,100 --
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Lipitz Nicole $502,000
Previous Owner Truver Mark $350,000
Previous Owner Leonard Michael G $341,250
Previous Owner Leonard Michael G $290,500
Previous Owner Leonard Michael G $310,400
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
01/31/2024 01/31/24 Sold $627,500 -1.2% $640 / Sq Ft
01/08/2024 01/08/24 Pending -- -- --
01/02/2024 01/02/24 For Sale $635,000 +32.6% $647 / Sq Ft
08/27/2021 08/27/21 Sold $479,009 -0.2% $488 / Sq Ft
08/01/2021 08/01/21 Pending -- -- --
07/29/2021 07/29/21 Price Changed $479,900 -2.1% $489 / Sq Ft
07/09/2021 07/09/21 Price Changed $490,000 -0.4% $499 / Sq Ft
06/11/2021 06/11/21 Price Changed $492,000 -0.6% $502 / Sq Ft
05/15/2021 05/15/21 For Sale $495,000 -- $505 / Sq Ft
Source: San Diego 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
2025 $6,077 $640,049 $329,923 $310,126
2024 $6,077 $499,286 $257,364 $241,922
2023 $5,942 $489,497 $252,318 $237,179
2022 $5,783 $479,900 $247,371 $232,529
2021 $6,066 $489,819 $252,484 $237,335
2020 $5,993 $484,798 $249,896 $234,902
2019 $5,574 $450,000 $234,000 $216,000
2018 $5,198 $440,000 $229,000 $211,000
2017 $4,884 $415,000 $216,000 $199,000
2016 $4,725 $400,000 $209,000 $191,000
2015 $4,726 $400,000 $209,000 $191,000
2014 $3,566 $300,000 $157,000 $143,000
Source: Public Records

Agents Affiliated with this Home

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Map

Source: San Diego MLS

MLS Number: 240000095

San Diego MLS

APN: 533-282-10-11