NOT LISTED FOR SALE

2540 Heritage Dr Helena, MT 59601

Upper East Side Neighborhood

Estimated Value: $659,000 - $685,000

-- Bed
1 Bath
3,360 Sq Ft
$200/Sq Ft Est. Value

Last Sold March 13, 2020

Current estimated payment $3,895/month

4 Days on Market

Highlights

  • City View
  • Smith School Rated A-
  • Level Lot

About This Home

As of March 2020

Remarks: 4-Plex property with great rental history. All units are 2 bedroom, 1 bath.Located on east side of town near dental, hospital, and retirement communities. Good condition. On-site parking. Separate front and back entries for each unit.Separate electric meters. Manager Type: 3rd Party Manager

Last Agent to Sell the Property

Andy Onushco

Keller Williams Capital Realty License #RRE-BRO-LIC-31408 Listed on: 01/29/2020

Keller Williams Capital Realty

Last Buyer's Agent

Bo Bolstad

RE/MAX Of Helena License #RRE-BRO-LIC-99707

RE/MAX Of Helena

Property Details

Home Type

  • Multi-Family

Est. Annual Taxes

  • $4,932

Year Built

  • Built in 1984

Lot Details

  • 0.28 Acre Lot
  • Level Lot
  • Few Trees

Parking

  • Paved Parking

Property Views

  • City
  • Mountain

Home Design

  • Quadruplex
  • Poured Concrete
  • Wood Frame Construction
  • Masonite

Interior Spaces

  • 3,360 Sq Ft Home
  • Property has 2 Levels

Kitchen

  • Oven or Range
  • Microwave
  • Dishwasher

Home Security

  • Fire and Smoke Detector
  • Fire Sprinkler System

Utilities

  • Separate Meters
  • Water Not Available
  • Phone Available

Community Details

  • 4 Units

Listing and Financial Details

  • Tenant pays for exterior maintenance, trash collection, water
  • The owner pays for exterior maintenance, trash collection, water
  • Assessor Parcel Number 05188833327090000

Property Details

Home Type

Multi-Family

Est. Annual Taxes

$4,932

Year Built

Built in 1984

Lot Details

0

Listing Details

  • Property Sub Type: Quadruplex
  • Property Type: Residential Income
  • Year Built: 1984
  • Listing I D: 22001195
  • Lot Size Acres: 0.28
  • Lot Size: 0.28
  • Road Frontage Type: City Street
  • Road Surface Type: Asphalt
  • Unit Levels: Two
  • Property Sub Type Additional: Quadruplex
  • Special Features: None

Interior Features

  • Appliances: Dishwasher, Microwave, Range, Refrigerator
  • Owner Pays: Exterior Maintenance, Trash Collection, Water

Exterior Features

  • Lot Features: Few Trees, Level
  • Topography: Level
  • View: City, Mountain(s)
  • View: Yes
  • Waterfront Features: None
  • Waterfront: No
  • Construction Type: Masonite, Concrete, Wood Frame
  • Foundation Details: Poured

Garage/Parking

  • Parking Features: Paved

Utilities

  • Utilities: Electricity Available, Electricity Connected, Phone Available, Sewer Available, Separate Meters, Water Not Available
  • Security: Fire Sprinkler System, Smoke Detector(s)

Condo/Co-op/Association

  • Community Features: Curbs, Sidewalks

Schools

  • Junior High Dist: District No. 1

Lot Info

  • Lot Size Sq Ft: 12196.8
  • Parcel #: 05188833327090000
  • Zoning Description: City
  • ResoLotSizeUnits: Acres

Rental Info

  • Lease Term: Month To Month
  • Tenant Pays: Exterior Maintenance, Trash Collection, Water

Tax Info

  • Tax Year: 2019
  • Tax Annual Amount: 4932.0

Multi Family

  • Number Of Units Total: 4

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Jan 29, 2020
Closed on
Mar 13, 2020
Sold by
Gentlle Andrew Kirk
Bought by
Bolstad Bo J and Bolstad Carlye M
Seller's Agent
Andy Onushco
Keller Williams Capital Realty
Buyer's Agent
Bo Bolstad
RE/MAX Of Helena
List Price
$399,000
Sold Price
$408,000
Premium/Discount to List
$9,000
2.26%
Current Estimated Value
$672,000

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$264,000
Avg. Annual Appreciation
9.93%
Original Mortgage
$306,000
Outstanding Balance
$273,324
Interest Rate
3.5%
Mortgage Type
New Conventional
Estimated Equity
$398,676

Purchase Details

Closed on
Mar 27, 2018
Sold by
Gentile Andrew K
Bought by
Gentile Andrew Kirk and The Gentile Trust

Purchase Details

Closed on
Mar 30, 2006
Sold by
Lott Kenneth G
Bought by
Albertson Jon E and Albertson Anna M

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$190,000
Interest Rate
6.25%
Mortgage Type
New Conventional
Source: Public Records

Range of Values:

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Average Value
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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
Bolstad Bo J -- First Montana Land Title Co
Gentile Andrew Kirk -- None Available
Albertson Jon E -- Ha&Tco
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Bolstad Bo J $306,000
Previous Owner Jka Heritage Llc $70,550
Previous Owner Albertson Jon E $40,000
Previous Owner Albertson Jon E $190,000
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
03/13/2020 03/13/20 Sold -- -- --
01/29/2020 01/29/20 For Sale $399,000 +26.7% $119 / Sq Ft
05/30/2012 05/30/12 Sold -- -- --
04/25/2012 04/25/12 Pending -- -- --
04/06/2012 04/06/12 For Sale $315,000 -- $98 / Sq Ft
Source: Montana Regional MLS

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
2024 $3,945 $412,100 $0 $0
2023 $5,226 $412,100 $0 $0
2022 $5,581 $387,800 $0 $0
2021 $4,302 $387,800 $0 $0
2020 $4,926 $328,000 $0 $0
2019 $4,932 $328,000 $0 $0
2018 $4,859 $326,400 $0 $0
2017 $3,255 $326,400 $0 $0
2016 $4,049 $288,300 $0 $0
2015 $2,933 $288,300 $0 $0
2014 $2,782 $151,389 $0 $0
Source: Public Records

Agents Affiliated with this Home

  • Andy Onushco

    Seller's Agent in 2020

    Andy Onushco

    Keller Williams Capital Realty

    (406) 431-7756

    4 in this area

    57 Total Sales

    Andy Onushco
    Section Image

  • B

    Buyer's Agent in 2020

    Bo Bolstad

    RE/MAX

    (406) 442-1900

    1 in this area

    47 Total Sales

    Bo Bolstad
    Section Image

  • S

    Seller's Agent in 2012

    Susan Hughes

    Big Sky Brokers, LLC

    (406) 439-1300

    1 in this area

    25 Total Sales

    Susan Hughes
    Section Image
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Map

Source: Montana Regional MLS

MLS Number: 22001195

Montana Regional MLS

APN: 05-1888-33-3-27-09-0000

Montana Lewis & Clark County Helena 59601 Upper East Side

2540 Heritage Dr, Helena, MT

This home is located at 2540 Heritage Dr, Helena, MT 59601 since 29 January 2020 and is currently estimated at $672,000, approximately $200 per square foot. This property was built in 1984. 2540 Heritage Dr is a home located in Lewis and Clark County with nearby schools including Smith School, Helena Middle School, and Helena Adventist Christian School.

Disclaimer: Certain information contained herein is derived from information provided by parties other than Homes.com. All information provided is deemed reliable, but is not guaranteed to be accurate and should be independently verified.

Montana Regional MLS IDX information is provided exclusively for personal, non-commercial use, and may not be used for any purpose other than to identify prospective properties consumers may be interested in purchasing. Information is deemed reliable but not guaranteed.

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