$2,330,000
SOLD AUG 20, 2014
4 Beds
3 Baths
2,128 Sq Ft
2,614 Sq Ft Lot

Recently Sold

$1,095 Per Sq Ft

3% Below List Price

27 Days on Market

Highlights

  • 24-Hour Security
  • Updated Kitchen
  • Wood Flooring
  • Abraham Lincoln Elementary School Rated A
  • Cape Cod Architecture
  • Main Floor Bedroom

About This Home

As of May 2017

Charming Cape Code home located on one of the most desirable streets on the island. The home has been extensively renovated with quality finishes and craftsmanship throughout. Excellent floor plan that includes one bedroom and full bath downstairs, inside laundry room, separate dining room and a deck that seamlessly flows from inside to out. The kitchen includes granite counter tops, upgraded appliances, a large center island, built in desk and an abundant amount of cabinetry. The upstairs master is oversized and includes two walk-in closets, a private balcony and a luxuriously upgraded bathroom. The home is move-in ready and in turnkey condition.

Last Agent to Sell the Property

Rebecca Anderson

Surterre Properties Inc. License #01913892 Listed on: 06/19/2014

Surterre Properties Inc.

Last Buyer's Agent

Mary Hardesty

Mary Hardesty Realty License #00396726

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $33,274

Year Built

  • Built in 1976

Lot Details

  • 2,614 Sq Ft Lot
  • Property fronts an alley

Parking

  • 2 Car Attached Garage

Home Design

  • Cape Cod Architecture
  • Shingle Roof

Interior Spaces

  • 2,128 Sq Ft Home
  • Family Room
  • Living Room with Fireplace
  • Dining Room
  • Wood Flooring
  • Laundry Room

Kitchen

  • Updated Kitchen
  • Breakfast Bar
  • Walk-In Pantry
  • Gas Range
  • Dishwasher
  • Kitchen Island
  • Granite Countertops
  • Disposal

Bedrooms and Bathrooms

  • 4 Bedrooms
  • Main Floor Bedroom
  • 3 Full Bathrooms

Outdoor Features

  • Brick Porch or Patio
  • Exterior Lighting

Utilities

  • Forced Air Heating and Cooling System
  • Sewer Paid
  • Cable TV Available

Community Details

  • No Home Owners Association
  • 24-Hour Security

Listing and Financial Details

  • Tax Lot 22
  • Tax Tract Number 19
  • Assessor Parcel Number 05012321

Home Details

Home Type

Single Family

Est. Annual Taxes

$33,274

Year Built

Built in 1976

Lot Details

0

Parking

2

Listing Details

  • Assessments: Yes
  • Property Attached: No
  • Road Frontage Type: Alley
  • Security: 24 Hour Security
  • Subdivision Name Other: Balboa Island - Main Island (BALM)
  • View: No
  • Architectural Style: Cape Cod
  • Property Sub Type: Single Family Residence
  • Property Type: Residential
  • Parcel Number: 05012321
  • Year Built: 1976
  • Special Features: None

Interior Features

  • Fireplace: Yes
  • Living Area: 2128.00
  • Interior Amenities: Granite Counters
  • Common Walls: No Common Walls
  • Flooring: Wood
  • Appliances: Yes
  • Full Bathrooms: 3
  • Full And Three Quarter Bathrooms: 3
  • Total Bedrooms: 4
  • Eating Area: Breakfast Counter / Bar, Dining Room
  • Fireplace Features: Living Room
  • Levels: Two
  • Price Per Square Foot: 1094.92
  • Room Type: Family Room, Master Bedroom, Main Floor Bedroom, Walk-In Pantry
  • Room Kitchen Features: Kitchen Island, Remodeled Kitchen

Exterior Features

  • Patio: Yes
  • Patio And Porch Features: Brick
  • Pool Private: No
  • Roof: Shingle
  • Spa: No

Garage/Parking

  • Attached Garage: Yes
  • Garage Spaces: 2.00
  • Number Remotes: 2
  • Total Parking Spaces: 3.00

Utilities

  • Utilities: Cable Available
  • Heating: Yes
  • Laundry: Yes
  • Appliances: Dishwasher, Disposal, Gas Range
  • Heating Type: Forced Air
  • Laundry Features: Inside
  • Sewer: Sewer Paid
  • Water Source: Public
  • Cooling: Central Air
  • Cooling: Yes

Condo/Co-op/Association

  • Association: No
  • Senior Community: No
  • Community Features: Street Lights

Schools

  • School District: Newport Mesa Unified

Lot Info

  • Lot Size Sq Ft: 2614.00
  • Lot Size Acres: 0.0600

Multi Family

  • Lease Considered: No
  • Lot Size Area: 2614.0000 Square Feet
  • Number Of Units In Community: 1
  • Number Of Units Total: 1

Tax Info

  • Tax Lot: 22
  • Tax Tract Number: 19

Ownership History

Date Name Owned For Owner Type

Purchase Details

Closed on
Dec 8, 2017
Sold by
Mcentee John David and Mcentee Monica
Bought by
Mcenntee John David and Mcentee Maonuica
Current Estimated Value
$4,518,058

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$1,499,999
Interest Rate
4.5%
Mortgage Type
Adjustable Rate Mortgage/ARM

Purchase Details

Listed on
Jan 17, 2017
Closed on
May 9, 2017
Sold by
The 1998 Arthur P Lombardi And Lindsey D
Bought by
Mcentee John David and Mcentee Monica
Seller's Agent
Ryan Gunderson
Arbor Real Estate
Buyer's Agent
Barbara De Genaro
Coldwell Banker Realty
List Price
$2,695,000
Sold Price
$2,525,000
Premium/Discount to List
-$170,000
-6.31%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
8.58%
Original Mortgage
$1,775,000
Interest Rate
3.97%
Mortgage Type
Purchase Money Mortgage

Purchase Details

Listed on
Jun 19, 2014
Closed on
Jul 21, 2014
Sold by
Vali Yakub A and Vali Lura L
Bought by
The 1998 Arthur P Lombardi & Lindsey D
Seller's Agent
Rebecca Anderson
Surterre Properties Inc.
Buyer's Agent
Mary Hardesty
Mary Hardesty Realty
List Price
$2,395,000
Sold Price
$2,330,000
Premium/Discount to List
-$65,000
-2.71%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
2.93%

Purchase Details

Listed on
May 29, 2013
Closed on
Jun 17, 2013
Sold by
Dickins Barton J and Dickins Timothy C
Bought by
Vali Yakub A and Vali Lura L
Seller's Agent
Christopher Calacci
Waterpointe Custom Home Builde
Buyer's Agent
Rebecca Anderson
Surterre Properties Inc.
List Price
$2,295,000
Sold Price
$2,300,000
Premium/Discount to List
$5,000
0.22%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
1.13%

Purchase Details

Closed on
Jul 14, 2006
Sold by
Dickins Jeannette I
Bought by
Dickins Jeannette Inez and Marital Trust Of Dickins Family Trust

Purchase Details

Closed on
Oct 14, 2004
Sold by
The Lombardi Revocable Trust
Bought by
Dickins Ashbury F and Dickins Jeannette I

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
5.12%
Mortgage Type
Purchase Money Mortgage

Purchase Details

Closed on
Oct 27, 2003
Sold by
Charline R Gary L and Brown Charline R
Bought by
Lombardi Arthur P and Lombardi Lindsey D

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$800,000
Interest Rate
4.87%
Mortgage Type
Purchase Money Mortgage

Purchase Details

Closed on
Nov 9, 1994
Sold by
Brown Gary L and Brown Charline R
Bought by
Brown Gary L and Brown Charline R

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$560,000
Interest Rate
8.86%

Purchase Details

Closed on
Nov 4, 1994
Sold by
Brown Gary L and Brown Charline R
Bought by
Brown Gary L and Brown Charline R

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$560,000
Interest Rate
8.86%
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.

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 Type Sale Price Title Company
Interfamily Deed Transfer -- Fidelity National Title
Grant Deed $2,525,000 Lawyers Title
Grant Deed $2,330,000 Lawyers Title
Grant Deed $2,300,000 Lawyers Title Company
Interfamily Deed Transfer -- None Available
Grant Deed $2,170,000 Stewart Title Irvine
Grant Deed $1,295,000 Stewart Title
Interfamily Deed Transfer -- --
Interfamily Deed Transfer -- Chicago Title Company
Source: Public Records

Mortgage History

Date Status Loan Amount Loan Type
Open $1,499,999 Adjustable Rate Mortgage/ARM
Closed $1,775,000 Purchase Money Mortgage
Previous Owner $418,000 Adjustable Rate Mortgage/ARM
Previous Owner $1,500,000 Purchase Money Mortgage
Previous Owner $800,000 Purchase Money Mortgage
Previous Owner $250,000 Credit Line Revolving
Previous Owner $420,000 Unknown
Previous Owner $560,000 No Value Available
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
05/31/2017 05/31/17 Sold $2,525,000 -0.9% $1,187 / Sq Ft
04/28/2017 04/28/17 Pending -- -- --
04/19/2017 04/19/17 Price Changed $2,549,000 -1.8% $1,198 / Sq Ft
02/25/2017 02/25/17 Price Changed $2,595,000 -3.7% $1,219 / Sq Ft
01/17/2017 01/17/17 For Sale $2,695,000 +15.7% $1,266 / Sq Ft
08/20/2014 08/20/14 Sold $2,330,000 -0.9% $1,095 / Sq Ft
07/16/2014 07/16/14 Pending -- -- --
07/08/2014 07/08/14 Price Changed $2,350,000 -1.9% $1,104 / Sq Ft
06/19/2014 06/19/14 For Sale $2,395,000 +4.1% $1,125 / Sq Ft
06/25/2013 06/25/13 Sold $2,300,000 +0.2% $1,081 / Sq Ft
06/13/2013 06/13/13 Pending -- -- --
05/29/2013 05/29/13 For Sale $2,295,000 -- $1,078 / 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 $33,274 $2,930,478 $2,728,376 $202,102
2024 $33,274 $2,873,018 $2,674,878 $198,140
2023 $32,465 $2,816,685 $2,622,430 $194,255
2022 $29,413 $2,761,456 $2,571,009 $190,447
2021 $28,849 $2,707,310 $2,520,597 $186,713
2020 $28,572 $2,679,550 $2,494,751 $184,799
2019 $27,979 $2,627,010 $2,445,834 $181,176
2018 $27,420 $2,575,500 $2,397,876 $177,624
2017 $25,681 $2,412,842 $2,223,941 $188,901
2016 $25,101 $2,365,532 $2,180,334 $185,198
2015 $24,865 $2,330,000 $2,147,583 $182,417
2014 $24,625 $2,310,442 $2,138,765 $171,677
Source: Public Records

Agents Affiliated with this Home

  • Section Image
  • Section Image
  • Section Image
  • Section Image
See All Agents

Map

Source: California Regional Multiple Listing Service (CRMLS)

MLS Number: NP14129214

California Regional Multiple Listing Service (CRMLS)

APN: 050-123-21