NOT LISTED FOR SALE

221 Forrest Ave Lodi, CA 95240

North Lodi Neighborhood

Estimated Value: $384,000 - $459,000

3 Beds
1.5 Baths
1,592 Sq Ft
$271/Sq Ft Est. Value

Last Sold June 09, 2015

Last sale price $225,000 $141 Per Sq Ft

Est. 91% increase in value since last sale

Current estimated payment $2,500/month

58 Days on Market

Highlights

  • Custom Home
  • No HOA
  • Bathtub with Shower
  • 1 Fireplace
  • Covered Patio or Porch
  • Tile Countertops

About This Home

As of June 2015

Old World Charmer! Endless details found through this century home. Some of the features include pretty french door entry into formal dining area complete with built in china hutch and side bench, wood and cork flooring, pretty breakfast nook, wood banister, partial basement and so much more. Must see to appreciate, call today for your private showing.

Last Agent to Sell the Property

Sheri Engel-Aguilar

KW Central Valley License #01399885 Listed on: 03/20/2015

Last Buyer's Agent

Ryan Sherman

Sherman & Associates RE License #01410123

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $2,944

Year Built

  • Built in 1915

Lot Details

  • 5,062 Sq Ft Lot
  • South Facing Home
  • Back Yard Fenced
  • Zoning described as R1

Parking

  • 3 Car Garage

Home Design

  • Custom Home
  • Raised Foundation
  • Composition Roof

Interior Spaces

  • 1,592 Sq Ft Home
  • 2-Story Property
  • 1 Fireplace
  • Living Room
  • Laundry in unit

Kitchen

  • Free-Standing Gas Range
  • Tile Countertops

Bedrooms and Bathrooms

  • 3 Bedrooms
  • Bathtub with Shower

Additional Features

  • Covered Patio or Porch
  • Central Heating

Community Details

  • No Home Owners Association

Listing and Financial Details

  • Assessor Parcel Number 041-110-26

Home Details

Home Type

Single Family

Est. Annual Taxes

$2,944

Year Built

Built in 1915

Lot Details

0

Parking

3

Listing Details

  • Property Type: Residential
  • Subtype Description: Custom
  • Property Subtype 1: Single Family Residence
  • Remodeled Updated: Unknown
  • Year Built: 1915
  • Stories: 2
  • Special Features: None
  • Property Sub Type: Detached

Interior Features

  • Appliances: Free Standing Gas Range
  • Fireplace Features: Living Room
  • Fireplaces: 1
  • Flooring: Carpet,Wood,Other
  • Bathroom Features: Tub w/Shower Over
  • Bathrooms: 2.00
  • Dining Room Features: Breakfast Nook,Formal Area
  • Kitchen Features: Tile Counter
  • Room Type: Baths Other
  • Main Level: Bedroom(s),Full Bath(s)
  • Price Per Square Foot: 141.33
  • Square Footage: 1592

Exterior Features

  • Construction Materials: Stucco,Wood
  • Property Faces: South
  • Disclosures/Documents: CC&Rs,Pest Control Report Available,Roof Inspection
  • Fencing: Back Yard
  • Foundation: Raised
  • Horse Property: No
  • Listing Price: 224000.00
  • Patio And Porch Features: Covered Patio
  • Pool: No
  • Roof: Composition

Garage/Parking

  • Garage Spaces: 3
  • Parking Features: Detached
  • Driveway/Sidewalks: Sidewalk/Curb/Gutter

Utilities

  • Sewer: In & Connected
  • Utilities: All Public
  • Cooling: Ceiling Fan(s),Central,Wall Unit(s)
  • Heating: Central
  • Laundry Features: Inside Area
  • Water Source: Public

Condo/Co-op/Association

  • Association: No

Schools

  • Senior High School District: Lodi Unified

Lot Info

  • Zoning Description: R1
  • Lot Size Acres: 0.1162
  • Lot Size Sq Ft: 5062

Tax Info

  • Assessor Parcel Number: 041-110-26
  • Bonds/Assessments/Taxes: Unknown

MLS Schools

  • School District (County): San Joaquin

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Mar 20, 2015
Closed on
Jun 3, 2015
Sold by
Thompson Jonathan L and Thompson Kathleen A
Bought by
Martin Diannia
Seller's Agent
Sheri Engel-Aguilar
KW Central Valley
Buyer's Agent
Ryan Sherman
Sherman & Associates RE
List Price
$229,000
Sold Price
$225,000
Premium/Discount to List
-$4,000
-1.75%
Current Estimated Value
$430,715

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$205,715
Avg. Annual Appreciation
6.45%
Original Mortgage
$217,467
Outstanding Balance
$168,434
Interest Rate
3.75%
Mortgage Type
FHA
Estimated Equity
$262,281

Purchase Details

Closed on
Aug 11, 2012
Sold by
Thompson Jonathan L and Thompson Ronald L
Bought by
Thompson Jonathan L and Thompson Kathleen A

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$170,000
Interest Rate
3.53%
Mortgage Type
New Conventional

Purchase Details

Closed on
Jun 23, 2008
Sold by
Federal Home Loan Mortgage Corporation
Bought by
Thompson Jonathan L and Thompson Ronald L

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$176,000
Interest Rate
6.42%
Mortgage Type
Purchase Money Mortgage

Purchase Details

Closed on
Mar 12, 2008
Sold by
Thompson Michael S and Thompson Kimberly A
Bought by
Federal Home Loan Mortgage Corporation

Purchase Details

Closed on
Mar 13, 2006
Sold by
Alt Brandon and Swinney Alt Kathy
Bought by
Thompson Michael S and Thompson Kimberly A

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$284,400
Interest Rate
6.19%
Mortgage Type
Fannie Mae Freddie Mac

Purchase Details

Closed on
Sep 3, 2003
Sold by
Herd Gary D and Herd Nancy E
Bought by
Swinney Alt Kathy

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$221,580
Interest Rate
6.27%
Mortgage Type
Purchase Money Mortgage

Purchase Details

Closed on
Aug 14, 2003
Sold by
Alt Kathy
Bought by
Alt Brandon and Swinney Alt Kathy

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$221,580
Interest Rate
6.27%
Mortgage Type
Purchase Money Mortgage

Purchase Details

Closed on
Dec 14, 1999
Sold by
Secretary Of Veterans Affairs
Bought by
Herd Gary D and Herd Nancy E

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$90,500
Interest Rate
7.69%
Mortgage Type
Seller Take Back

Purchase Details

Closed on
Jul 6, 1998
Sold by
First Mtg Corp
Bought by
Va
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
Martin Diannia $225,000 Chicago Title Company
Thompson Jonathan L -- None Available
Thompson Jonathan L $220,000 Accommodation
Federal Home Loan Mortgage Corporation $278,000 Accommodation
Thompson Michael S $355,500 First American Title Co
Swinney Alt Kathy $246,500 Fidelity Natl Title Ins Co
Alt Brandon -- Fidelity Natl Title Ins Co
Swinney Alt Kathy -- Fidelity Natl Title Ins Co
Herd Gary D $101,500 Fidelity National Title Co
Va -- First American Title Ins Co
First Mtg Corp $95,063 First American Title Ins Co
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Martin Diannia $217,467
Previous Owner Thompson Jonathan L $170,000
Previous Owner Thompson Jonathan L $176,000
Previous Owner Thompson Michael S $284,400
Previous Owner Swinney Alt Kathy $221,580
Previous Owner Herd Gary D $90,500
Source: Public Records

Property History

Date Event Price List to Sale Price per Sq Ft
06/09/2015 06/09/15 Sold $225,000 -1.7% $141 / Sq Ft
05/17/2015 05/17/15 Pending -- -- --
03/20/2015 03/20/15 For Sale $229,000 -- $144 / Sq Ft
Source: MetroList

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 $2,944 $270,407 $102,153 $168,254
2024 $2,864 $265,105 $100,150 $164,955
2023 $2,825 $259,908 $98,187 $161,721
2022 $2,762 $254,812 $96,262 $158,550
2021 $2,812 $249,817 $94,375 $155,442
2020 $2,739 $247,257 $93,408 $153,849
2019 $2,684 $242,410 $91,577 $150,833
2018 $2,646 $237,658 $89,782 $147,876
2017 $2,587 $232,999 $88,022 $144,977
2016 $2,425 $228,431 $86,296 $142,135
2014 -- $174,900 $52,800 $122,100
Source: Public Records

Agents Affiliated with this Home

  • Sheri Engel-Aguilar

    Seller's Agent in 2015

    Sheri Engel-Aguilar

    KW Central Valley

    (209) 679-2042

    3 in this area

    89 Total Sales

    Sheri Engel-Aguilar
    Section Image
  • Ryan Sherman

    Buyer's Agent in 2015

    Ryan Sherman

    Sherman & Associates RE

    (209) 896-6012

    12 in this area

    135 Total Sales

    Ryan Sherman
    Section Image
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Map

Source: MetroList

MLS Number: 15016888

MetroList

APN: 041-110-26

California San Joaquin County Lodi 95240 North Lodi

221 Forrest Ave, Lodi, CA

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