NOT LISTED FOR SALE

Estimated Value: $2,452,000 - $2,668,000

4 Beds
3 Baths
3,052 Sq Ft
$834/Sq Ft Est. Value

About This Home

This home is located at 2223 Avenida Oliva, San Clemente, CA 92673 and is currently estimated at $2,544,858, approximately $833 per square foot. 2223 Avenida Oliva is a home located in Orange County with nearby schools including Marblehead Elementary School, Shorecliffs Middle School, and San Clemente High School.

Ownership History

Date Name Owned For Owner Type

Purchase Details

Closed on
Jan 17, 2020
Sold by
Bertrand Kevin Lee and Bertrand Gina Gretchen Moritz
Bought by
Bertrand Gina Gretchen Moritz
Current Estimated Value
$2,544,858

Purchase Details

Closed on
Dec 19, 2011
Sold by
Bertrand Kevin L and Moritz Gina
Bought by
Bertrand Kevin L and Moritz Bertrand Gina

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$270,000
Interest Rate
3.94%
Mortgage Type
New Conventional

Purchase Details

Closed on
Oct 17, 2011
Sold by
Bertrand Kevin L
Bought by
Bertrand Kevin L and Moritz Gina

Purchase Details

Closed on
Oct 13, 2011
Sold by
Lyster Charles Everett
Bought by
Bertrand Kevin L

Purchase Details

Closed on
Jun 12, 2002
Sold by
Lyster Laurabell
Bought by
Lyster Charles Everett

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$460,000
Interest Rate
6.74%

Purchase Details

Closed on
Jan 11, 2002
Sold by
Dorsey James Milton
Bought by
Avenida Olivia Trust #2223

Purchase Details

Closed on
Jun 5, 2000
Sold by
Ella Dorsey and Milton James Milton
Bought by
Dorsey James Milton

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$280,000
Interest Rate
10.57%

Purchase Details

Closed on
Aug 26, 1999
Sold by
Ella Dorsey and Milton James Milton
Bought by
Dorsey Ella Margaret and Dorsey James Milton

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$220,000
Interest Rate
10.25%

Purchase Details

Closed on
Mar 17, 1997
Sold by
The Bank Of New York
Bought by
Dorsey Ella Margaret and Dorsey James Milton

Purchase Details

Closed on
Dec 4, 1996
Sold by
Leach Cary W
Bought by
The Bank Of New York and Cwmbs Inc

Purchase Details

Closed on
Oct 29, 1993
Sold by
Glendale Federal Bank Fsb
Bought by
Leach Cary W

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$208,500
Interest Rate
6.88%

Purchase Details

Closed on
Sep 20, 1993
Sold by
Verdugo Service Corp
Bought by
Glendale Federal Bank Fsb

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$208,500
Interest Rate
6.88%
Source: Public Records

Range of Values:

Collateral Analytics

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ICE

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First American

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Quantarium

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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
Bertrand Gina Gretchen Moritz -- None Available
Bertrand Gina Gretchen Moritz -- None Available
Bertrand Kevin L -- Ticor Title
Bertrand Kevin L -- None Available
Bertrand Kevin L $730,000 Fidelity National Title
Bertrand Kevin -- Fidelity National Title
Lyster Charles Everett -- First American Title Co
Lyster Charles Everett $575,000 First American Title Co
Avenida Olivia Trust #2223 $479,500 Fidelity National Title Ins
Dorsey James Milton -- United Title Company
Dorsey Ella Margaret -- Fidelity National Title Co
Dorsey James Milton -- Fidelity National Title Co
Dorsey Ella Margaret $315,000 Old Republic Title Company
The Bank Of New York $274,971 First American Title Ins Co
Leach Cary W $278,000 United Title
Glendale Federal Bank Fsb $379,410 United Title Company
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Previous Owner Bertrand Kevin L $270,000
Previous Owner Lyster Charles Everett $460,000
Previous Owner Dorsey James Milton $280,000
Previous Owner Dorsey Ella Margaret $220,000
Previous Owner Leach Cary W $208,500
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 $9,044 $916,914 $565,384 $351,530
2024 $9,044 $898,936 $554,298 $344,638
2023 $8,851 $881,310 $543,429 $337,881
2022 $8,681 $864,030 $532,774 $331,256
2021 $8,513 $847,089 $522,328 $324,761
2020 $8,427 $838,404 $516,973 $321,431
2019 $8,260 $821,965 $506,836 $315,129
2018 $8,100 $805,849 $496,899 $308,950
2017 $7,941 $790,049 $487,156 $302,893
2016 $7,787 $774,558 $477,604 $296,954
2015 $7,669 $762,924 $470,430 $292,494
2014 $7,521 $747,980 $461,215 $286,765
Source: Public Records

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