R
Seller's Agent in 2020
Ryan Gunderson
Arbor Real Estate
(949) 673-3444
71 in this area
107 Total Sales
231 Agate Ave Newport Beach, CA 92662
Balboa Island NeighborhoodEstimated Value: $5,397,000 - $6,247,000
3
Beds
4.5
Baths
2,474
Sq Ft
$2,323/Sq Ft
Est. Value
Highlights
- City Lights View
- Fireplace in Primary Bedroom
- 2 Car Attached Garage
- Abraham Lincoln Elementary School Rated A
- No HOA
- 3-minute walk to Balboa Island Park
About This Home
As of November 2020Input for comp purposes only.
Last Agent to Sell the Property
Arbor Real Estate License #01869795 Listed on: 11/09/2020
Home Details
Home Type
- Single Family
Est. Annual Taxes
- $46,428
Year Built
- Built in 2014
Lot Details
- 2,550 Sq Ft Lot
- Rectangular Lot
Parking
- 2 Car Attached Garage
Interior Spaces
- 2,474 Sq Ft Home
- Living Room with Fireplace
- City Lights Views
Bedrooms and Bathrooms
- 3 Bedrooms
- Fireplace in Primary Bedroom
- All Upper Level Bedrooms
Laundry
- Laundry Room
- Laundry on upper level
Additional Features
- Exterior Lighting
- Central Heating and Cooling System
Community Details
- No Home Owners Association
- Balboa Island Main Island Subdivision
Listing and Financial Details
- Legal Lot and Block 8 / 8
- Tax Tract Number 99
- Assessor Parcel Number 05003135
Ownership History
Date
Name
Owned For
Owner Type
Purchase Details
Listed on
Nov 9, 2020
Closed on
Oct 7, 2020
Sold by
Berman Stuart Bruce and Berman Toni Atison
Bought by
Kelly James P and Kelly Inna
Seller's Agent
Ryan Gunderson
Arbor Real Estate
Buyer's Agent
Alexander Vichinsky
The Agency
List Price
$3,950,000
Sold Price
$3,950,000
Current Estimated Value
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$1,797,143
Avg. Annual Appreciation
7.94%
Original Mortgage
$2,500,000
Outstanding Balance
$2,223,617
Interest Rate
2.9%
Mortgage Type
New Conventional
Estimated Equity
$3,523,526
Purchase Details
Listed on
May 16, 2014
Closed on
Jun 3, 2014
Sold by
Deverian Jonathan D and Deverian Holly
Bought by
Berman Stuart and Berman Toni
Seller's Agent
Don Abrams
Abrams Coastal Properties
Buyer's Agent
Michaela McCloskey
Compass
List Price
$3,250,000
Sold Price
$3,230,000
Premium/Discount to List
-$20,000
-0.62%
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
3.26%
Original Mortgage
$417,000
Interest Rate
4.13%
Mortgage Type
New Conventional
Purchase Details
Closed on
Sep 16, 2013
Sold by
Deverian Jonathan and Satterfield Mark
Bought by
Deverian Jonathan D and Deverian Holly
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$1,315,000
Interest Rate
4.25%
Mortgage Type
New Conventional
Purchase Details
Listed on
Sep 26, 2012
Closed on
Apr 1, 2013
Sold by
Clark Roland T
Bought by
Deverian Jonathan and Satterfield Mark
Seller's Agent
Angela Glaser
Berkshire Hathaway HomeService
Buyer's Agent
Don Abrams
Abrams Coastal Properties
List Price
$1,895,000
Sold Price
$1,400,000
Premium/Discount to List
-$495,000
-26.12%
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
12.10%
Purchase Details
Closed on
Sep 23, 1994
Sold by
Clark Roland T
Bought by
Clark Roland T and Rks Family Trust
Purchase Details
Closed on
Jun 27, 1994
Sold by
Clark Roland T
Bought by
Clark Roland T
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$75,000
Interest Rate
3.85%
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
Average Home Value in this Area
Purchase History
| Date | Buyer | Sale Price | Title Company |
|---|---|---|---|
| Kelly James P | $3,950,000 | Lawyers Title Company | |
| Berman Stuart | $3,230,000 | Fidelity National Title | |
| Deverian Jonathan D | -- | Fidelity National Title Co | |
| Deverian Jonathan | $1,400,000 | Fidelity National Title Oran | |
| Clark Roland T | -- | -- | |
| Clark Roland T | -- | California Counties Title Co |
Source: Public Records
Mortgage History
| Date | Status | Borrower | Loan Amount |
|---|---|---|---|
| Open | Kelly James P | $2,500,000 | |
| Previous Owner | Berman Stuart | $417,000 | |
| Previous Owner | Deverian Jonathan D | $1,315,000 | |
| Previous Owner | Clark Roland T | $75,000 |
Source: Public Records
Property History
| Date | Event | Price | List to Sale | Price per Sq Ft | Prior Sale |
|---|---|---|---|---|---|
| 11/09/2020 11/09/20 | Sold | $3,950,000 | 0.0% | $1,597 / Sq Ft | |
| 11/09/2020 11/09/20 | For Sale | $3,950,000 | +22.3% | $1,597 / Sq Ft | |
| 07/30/2014 07/30/14 | Sold | $3,230,000 | -0.6% | $1,130 / Sq Ft | View Prior Sale |
| 05/26/2014 05/26/14 | Pending | -- | -- | -- | |
| 05/16/2014 05/16/14 | For Sale | $3,250,000 | +132.1% | $1,137 / Sq Ft | |
| 05/28/2013 05/28/13 | Sold | $1,400,000 | -6.6% | $858 / Sq Ft | View Prior Sale |
| 03/18/2013 03/18/13 | Price Changed | $1,499,000 | -3.3% | $919 / Sq Ft | |
| 03/18/2013 03/18/13 | Price Changed | $1,550,000 | -3.1% | $950 / Sq Ft | |
| 02/13/2013 02/13/13 | Price Changed | $1,599,000 | -5.9% | $980 / Sq Ft | |
| 11/15/2012 11/15/12 | Price Changed | $1,699,000 | -5.3% | $1,041 / Sq Ft | |
| 10/28/2012 10/28/12 | Price Changed | $1,795,000 | -5.3% | $1,100 / Sq Ft | |
| 09/26/2012 09/26/12 | For Sale | $1,895,000 | -- | $1,161 / Sq Ft |
Source: California Regional Multiple Listing Service (CRMLS)
Tax History Compared to Growth
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 | $46,428 | $4,275,606 | $3,506,414 | $769,192 |
| 2024 | $46,428 | $4,191,771 | $3,437,661 | $754,110 |
| 2023 | $45,376 | $4,109,580 | $3,370,256 | $739,324 |
| 2022 | $44,641 | $4,029,000 | $3,304,172 | $724,828 |
| 2021 | $43,818 | $3,950,000 | $3,239,384 | $710,616 |
| 2020 | $37,867 | $3,549,571 | $2,848,816 | $700,755 |
| 2019 | $37,081 | $3,479,972 | $2,792,957 | $687,015 |
| 2018 | $36,342 | $3,411,738 | $2,738,193 | $673,545 |
| 2017 | $35,699 | $3,344,842 | $2,684,503 | $660,339 |
| 2016 | $34,896 | $3,279,257 | $2,631,865 | $647,392 |
| 2015 | $34,568 | $3,230,000 | $2,592,332 | $637,668 |
| 2014 | $16,665 | $1,540,837 | $1,364,220 | $176,617 |
Source: Public Records
Agents Affiliated with this Home
-
Ryan Gunderson
-
Alexander Vichinsky
Buyer's Agent in 2020
Alexander Vichinsky
The Agency
(510) 289-5980
1 in this area
82 Total Sales
-
David Parnes
Buyer Co-Listing Agent in 2020
David Parnes
Carolwood Estates
(310) 894-3435
1 in this area
132 Total Sales
-
Don Abrams
Seller's Agent in 2014
Don Abrams
Abrams Coastal Properties
(714) 325-9055
65 in this area
94 Total Sales
-
Michaela McCloskey
Buyer's Agent in 2014
Michaela McCloskey
Compass
(949) 438-4340
10 Total Sales
-
A
Seller's Agent in 2013
Angela Glaser
Berkshire Hathaway HomeService
Map
Source: California Regional Multiple Listing Service (CRMLS)
MLS Number: NP20230471
APN: 050-031-35
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Based on information from California Regional Multiple Listing Service, Inc. and /or other sources. All data, including all measurements and calculations of area, is obtained from various sources and has not been, and will not be, verified by broker or MLS. All information should be independently reviewed and verified for accuracy. Properties may or may not be listed by the office/agent presenting the information
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