NOT LISTED FOR SALE

Estimated Value: $5,637,000 - $6,487,000

4 Beds
3 Baths
2,641 Sq Ft
$2,247/Sq Ft Est. Value

Last Sold June 28, 2021

Last sale price $4,195,000 $1,588 Per Sq Ft

Est. 41% increase in value since last sale

Current estimated payment $35,764/month

Highlights

  • Boat Dock
  • Bay View
  • Clubhouse
  • Newport Heights Elementary Rated A
  • Primary Bedroom Suite
  • Fireplace in Primary Bedroom

About This Home

As of June 2021

Sold before processing.
Newly remodeled home re-envisioned by LuLu Designs and Lindsay Olson

Last Agent to Sell the Property

Annie Clougherty

Compass License #01716801 Listed on: 06/28/2021

Compass

Last Buyer's Agent

Jill Wiese

Pacific Sotheby's Int'l Realty License #01078872

Pacific Sotheby's Int'l Realty

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $47,235

Year Built

  • Built in 1946

Lot Details

  • 4,000 Sq Ft Lot
  • Fenced
  • Fence is in excellent condition
  • Landscaped
  • Lawn

HOA Fees

  • $212 Monthly HOA Fees

Parking

  • 2 Car Attached Garage

Home Design

  • Shingle Roof

Interior Spaces

  • 2,641 Sq Ft Home
  • 2-Story Property
  • Family Room with Fireplace
  • Bay Views
  • Laundry Room

Kitchen

  • Six Burner Stove
  • Dishwasher

Bedrooms and Bathrooms

  • 4 Bedrooms | 3 Main Level Bedrooms
  • Fireplace in Primary Bedroom
  • Primary Bedroom Suite
  • 3 Full Bathrooms

Utilities

  • Forced Air Heating and Cooling System

Listing and Financial Details

  • Tax Lot 23
  • Tax Tract Number 1014
  • Assessor Parcel Number 04919206

Community Details

Overview

  • Bayshores Association
  • Bhe HOA
  • Bayshores Subdivision

Amenities

  • Outdoor Cooking Area
  • Community Barbecue Grill
  • Picnic Area
  • Clubhouse

Recreation

  • Boat Dock
  • Community Playground
  • Water Sports

Security

  • Security Guard

Home Details

Home Type

Single Family

Est. Annual Taxes

$47,235

Year Built

Built in 1946

Lot Details

0

HOA Fees

$212 per month

Parking

2

Listing Details

  • Structure Type: House
  • Assessments: No
  • Property Attached: No
  • Subdivision Name Other: Bayshores (BSHR)
  • View: Yes
  • Property Sub Type: Single Family Residence
  • Property Type: Residential
  • Parcel Number: 04919206
  • Year Built: 1946
  • Special Features: None

Interior Features

  • Fireplace: Yes
  • Living Area: 2641.00 Square Feet
  • Stories: 2
  • Common Walls: No Common Walls
  • Appliances: Yes
  • Full Bathrooms: 3
  • Full And Three Quarter Bathrooms: 3
  • Total Bedrooms: 4
  • Fireplace Features: Family Room, Master Bedroom
  • Levels: Two
  • Main Level Bathrooms: 2
  • Main Level Bedrooms: 3
  • Price Per Square Foot: 1588.41
  • Room Type: Master Suite

Exterior Features

  • View: Bay
  • Fence: Yes
  • Fencing: Excellent Condition
  • Pool Private: No
  • Roof: Shingle

Garage/Parking

  • Attached Garage: Yes
  • Garage Spaces: 2.00
  • Total Parking Spaces: 2.00

Utilities

  • Heating: Yes
  • Laundry: Yes
  • Appliances: 6 Burner Stove, Dishwasher
  • Heating Type: Forced Air
  • Laundry Features: Individual Room, Inside
  • Sewer: Public Sewer
  • Water Source: Public
  • Cooling: Central Air
  • Cooling: Yes

Condo/Co-op/Association

  • Association: Yes
  • Amenities: Barbecue, Outdoor Cooking Area, Picnic Area, Playground, Dock, Clubhouse, Guard
  • Association Fee: 635.00
  • Association Fee Frequency: Quarterly
  • Association Name: Bayshores
  • Phone: on file
  • Senior Community: No
  • Community Features: Watersports
  • Association Management: BHE

Schools

  • School District: Newport Mesa Unified

Lot Info

  • Additional Parcels: No
  • Land Lease: No
  • Lot Features: Landscaped, Lawn
  • Lot Size Sq Ft: 4000.00
  • Lot Size Acres: 0.0918

Multi Family

  • Lease Considered: No
  • Lot Size Area: 4000.0000 Square Feet
  • Number Of Units Total: 1

Tax Info

  • Tax Census Tract: 634.00
  • Tax Lot: 23
  • Tax Tract Number: 1014

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Jun 28, 2021
Closed on
May 26, 2021
Sold by
Clougherty Joseph D and Clougherty Annalisa K
Bought by
2771 Bayshore Llc
Seller's Agent
Annie Clougherty
Compass
Buyer's Agent
Jill Wiese
Pacific Sotheby's Int'l Realty
List Price
$4,195,000
Sold Price
$4,195,000
Current Estimated Value
$5,934,128

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$1,739,128
Avg. Annual Appreciation
8.93%

Purchase Details

Listed on
Jan 20, 2020
Closed on
Feb 18, 2020
Sold by
Sargeant James E and Sargeant Pamela A
Bought by
Clougherty Joseph D and Clougherty Annalisa K
Seller's Agent
Pallie Jones
Arbor Real Estate
Buyer's Agent
Annie Clougherty
Compass
List Price
$3,545,000
Sold Price
$3,128,930
Premium/Discount to List
-$416,070
-11.74%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
24.66%
Original Mortgage
$1,200,000
Interest Rate
3.6%
Mortgage Type
New Conventional

Purchase Details

Closed on
Mar 7, 2007
Sold by
Sargeant James E and Sargeant Pamela A
Bought by
Sargeant James E and Sargeant Pamela A

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$750,000
Interest Rate
6.15%
Mortgage Type
Credit Line Revolving

Purchase Details

Closed on
Jun 4, 1998
Sold by
James Sargeant and James Pamela
Bought by
Sargeant James E and Sargeant Pamela A

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$629,000
Interest Rate
7.17%

Purchase Details

Closed on
Sep 24, 1996
Sold by
James Sargeant and James Pamela
Bought by
Sargeant James E and Sargeant Pamela A

Purchase Details

Closed on
Aug 22, 1994
Sold by
Donath Douglas H and Donath Cecile M
Bought by
Sargeant James E and Sargeant Pamela A

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$496,000
Interest Rate
8.5%
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
2771 Bayshore Llc $4,195,000 Fidelity Natl Ttl Orange Cnt
Clougherty Joseph D $3,129,000 North American Title Company
Sargeant James E -- Accommodation
Sargeant James E -- Equity Title Company
Sargeant James E -- Lawyers Title Company
Sargeant James E -- Lawyers Title Company
Sargeant James E -- --
Sargeant James E $620,000 Guardian Title Company
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open 2771 Bayshore Llc $3,356,000
Previous Owner Clougherty Joseph D $250,000
Previous Owner Clougherty Joseph D $1,200,000
Previous Owner Sargeant James E $1,000,000
Previous Owner Sargeant James E $750,000
Previous Owner Sargeant James E $880,000
Previous Owner Sargeant James E $650,000
Previous Owner Sargeant James E $200,000
Previous Owner Sargeant James E $575,000
Previous Owner Sargeant James E $629,000
Previous Owner Sargeant James E $496,000
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
06/28/2021 06/28/21 Sold $4,195,000 0.0% $1,588 / Sq Ft
06/28/2021 06/28/21 Pending -- -- --
06/28/2021 06/28/21 For Sale $4,195,000 +34.1% $1,588 / Sq Ft
02/27/2020 02/27/20 Sold $3,128,930 -11.7% $1,201 / Sq Ft
01/20/2020 01/20/20 Pending -- -- --
01/20/2020 01/20/20 For Sale $3,545,000 -- $1,361 / 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 $47,235 $4,540,802 $4,288,781 $252,021
2024 $47,235 $4,451,767 $4,204,687 $247,080
2023 $46,133 $4,364,478 $4,122,242 $242,236
2022 $45,373 $4,278,900 $4,041,413 $237,487
2021 $33,552 $3,161,345 $2,929,540 $231,805
2020 $11,976 $1,110,249 $874,578 $235,671
2019 $11,730 $1,088,480 $857,430 $231,050
2018 $11,496 $1,067,138 $840,618 $226,520
2017 $11,856 $1,046,214 $824,135 $222,079
2016 $11,727 $1,025,700 $807,975 $217,725
2015 $11,588 $1,010,294 $795,839 $214,455
2014 $11,357 $990,504 $780,249 $210,255
Source: Public Records

Agents Affiliated with this Home

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Map

Source: California Regional Multiple Listing Service (CRMLS)

MLS Number: NP21140680

California Regional Multiple Listing Service (CRMLS)

APN: 049-192-06