NOT LISTED FOR SALE

20271 SW Birch St Unit 200 Newport Beach, CA 92660

Bayview Neighborhood

Estimated Value: $3,743,914

-- Bed
-- Bath
5,280 Sq Ft
$709/Sq Ft Est. Value

About This Home

This home is located at 20271 SW Birch St Unit 200, Newport Beach, CA 92660 and is currently estimated at $3,743,914, approximately $709 per square foot. 20271 SW Birch St Unit 200 is a home located in Orange County with nearby schools including Mariners Elementary School, Horace Ensign Intermediate School, and Newport Harbor High School.

Ownership History

Date Name Owned For Owner Type

Purchase Details

Closed on
Oct 17, 2016
Sold by
Mondayone Llc
Bought by
Birch Investment Llc
Current Estimated Value
$3,743,914

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$1,500,000
Interest Rate
3.44%
Mortgage Type
Commercial

Purchase Details

Closed on
Aug 5, 2016
Sold by
Mondayone Real Estate Income Fund Llc
Bought by
Mondayone Llc

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$90,000
Interest Rate
3.41%
Mortgage Type
Commercial

Purchase Details

Closed on
May 6, 2016
Sold by
Kettley Richard Merle and Kettley Sherelyn Joy
Bought by
Mondayone Real Estate Income Fund Llc

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$1,200,000
Interest Rate
3.59%
Mortgage Type
Commercial

Purchase Details

Closed on
Dec 20, 1993
Sold by
Guardian Bank
Bought by
Kettley Richard Merle and Kettley Sherelyn Joy

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$324,000
Interest Rate
7.09%
Mortgage Type
Seller Take Back

Purchase Details

Closed on
Sep 1, 1993
Sold by
Interstate Trust Deed Service Inc
Bought by
Guardian Bank
Source: Public Records

Range of Values:

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.

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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.

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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.

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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.

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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
Birch Investment Llc $2,100,000 Chicago Title Company
Mondayone Llc -- Stewart Title Company
Mondayone Real Estate Income Fund Llc $1,435,000 First American Title Ins Co
Kettley Richard Merle $360,000 Southland Title Corporation
Guardian Bank $3,186,122 Continental Lawyers Title Co
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Birch Investment Llc $1,500,000
Closed Birch Investment Llc $1,500,000
Closed Birch Investment Llc $1,500,000
Previous Owner Mondayone Llc $90,000
Previous Owner Mondayone Real Estate Income Fund Llc $1,200,000
Previous Owner Kettley Richard Merle $231,716
Previous Owner Kettley Richard Merle $600,000
Previous Owner Kettley Sherelyn Joy $600,000
Previous Owner Kettley Richard Merle $292,000
Previous Owner Kettley Richard Merle $349,250
Previous Owner Kettley Richard Merle $324,000
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
2025 $26,105 $2,437,227 $1,462,338 $974,889
2024 $26,105 $2,389,439 $1,433,665 $955,774
2023 $25,496 $2,342,588 $1,405,554 $937,034
2022 $25,037 $2,296,655 $1,377,994 $918,661
2021 $24,549 $2,251,623 $1,350,974 $900,649
2020 $24,315 $2,228,536 $1,337,122 $891,414
2019 $23,821 $2,184,840 $1,310,904 $873,936
2018 $23,353 $2,142,000 $1,285,200 $856,800
2017 $22,946 $2,100,000 $1,260,000 $840,000
2016 $6,250 $516,881 $157,939 $358,942
2015 $6,186 $509,117 $155,566 $353,551
2014 $6,043 $499,145 $152,519 $346,626
Source: Public Records

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