$1,075,000
SOLD FEB 20, 2025

28506 Wharton Dr Bonita Springs, FL 34135

3 Beds
2.5 Baths
2,847 Sq Ft
7,109 Sq Ft Lot

Recently Sold

$378 Per Sq Ft

10% Below List Price

114 Days on Market

Highlights

  • Lake Front
  • Full Service Day or Wellness Spa
  • Lap Pool
  • Pinewoods Elementary School Rated A-
  • Gated with Attendant
  • Private Membership Available

About This Home

As of February 2025

COMPLETELY FURNISHED AND TURN KEY this highly sought after Caroline model on west facing, full waterfront corner lot with lots of privacy and just a few steps to the Club and all amenities. With over $250K in builder and after - market upgrades, this home is adorned with beautiful custom finishes and architectural appointments throughout including beam ceiling, wainscott wall moldings, custom wall coverings, and much more. The interior boasts pottery barn/farm house design finishes, large master bedroom with spa-inspired master bathroom. Private & serene outdoor patio has Pergola and fire pit overlooking the lake. The large cooks kitchen includes a coffee and wine bar and stainless steel appliances. In lieu of third garage, The owner has opted for a private guest suite flex room accommodating a desk, murphy bed and couch for all of your entertaining and home office needs; this serves as the 3rd bedroom. All doors and windows are impact glass for safety and security. This 55+ active adult community offers a 45,000 sq. ft. clubhouse and unlimited opportunities to enjoy all the amenities including lap and resort pools, tennis, pickleball, restaurants, outdoor bar, salon, dog parks and more.

Last Agent to Sell the Property

Mark Riley

LUX International Properties Listed on: 09/23/2024

Last Buyer's Agent

Nita Rapp

Premier Sotheby's Int'l Realty

Premier Sotheby's Int'l Realty

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $6,334

Year Built

  • Built in 2020

Lot Details

  • 7,109 Sq Ft Lot
  • Lot Dimensions: 62
  • Lake Front
  • West Facing Home
  • Property is zoned RPD

HOA Fees

  • $495 Monthly HOA Fees

Parking

  • 2 Car Attached Garage
  • Automatic Garage Door Opener
  • Deeded Parking

Home Design

  • Entry on the 1st floor
  • Concrete Block With Brick
  • Stone Exterior Construction
  • Tile

Interior Spaces

  • 2,847 Sq Ft Home
  • 1-Story Property
  • Furnished
  • Furnished or left unfurnished upon request
  • Double Hung Windows
  • Formal Dining Room
  • Home Office
  • Screened Porch
  • Lake Views
  • Pull Down Stairs to Attic

Kitchen

  • Self-Cleaning Oven
  • Gas Cooktop
  • Microwave
  • Dishwasher
  • Wine Cooler
  • Built-In or Custom Kitchen Cabinets
  • Disposal

Flooring

  • Laminate
  • Tile

Bedrooms and Bathrooms

  • 3 Bedrooms
  • Split Bedroom Floorplan
  • Walk-In Closet
  • Bathtub With Separate Shower Stall

Laundry

  • Laundry Room
  • Dryer
  • Washer

Home Security

  • Alarm System
  • High Impact Windows
  • High Impact Door

Pool

  • Lap Pool
  • Room in yard for a pool

Outdoor Features

  • Pond

Utilities

  • Central Heating and Cooling System
  • Heat Pump System
  • High Speed Internet
  • Cable TV Available

Listing and Financial Details

  • Assessor Parcel Number 02-48-26-B4-05000.4500

Community Details

Overview

  • $3,500 Secondary HOA Transfer Fee
  • Private Membership Available
  • Valencia Bonita Community

Amenities

  • Full Service Day or Wellness Spa
  • Clubhouse
  • Business Center
  • Recreation Room

Recreation

  • Tennis Courts
  • Pickleball Courts
  • Bocce Ball Court
  • Exercise Course
  • Community Pool or Spa Combo
  • Park
  • Dog Park

Security

  • Gated with Attendant

Home Details

Home Type

Single Family

Est. Annual Taxes

$6,334

Year Built

Built in 2020

Lot Details

0

HOA Fees

$495 per month

Parking

2

Listing Details

  • Legal Description: BONITA BEACH ROAD ESTATES PLAT THREE AS DESC IN INST #2017000198006 LOT 450
  • Property Type: Residential
  • Table: Residential
  • Building Design: Single Family
  • Building Description: 1 Story/Ranch
  • Storm Protection: Impact Resistant Doors, Impact Resistant Windows
  • Year Built: 2020
  • Special Features: None
  • Property Sub Type: Detached
  • Stories: 1

Interior Features

  • Furnished Description: Furnished
  • Num Unit Floor: 1
  • Price Per Sq Ft: 377.59
  • Total Floors: 1
  • Additional Rooms: Den/Study, Home Office, Laundry in Residence, Screened Lanai/Porch
  • Estimated Living Area: 2847
  • Full Bathrooms: 2
  • Half Bathrooms: 1
  • Total Bathrooms: 3.00
  • Bedroom Description: First Floor Bedroom, Master BR Ground, Split Bedrooms
  • Bedrooms: 3+Den
  • Total Bedrooms: 3
  • Dining Room: Formal
  • Equipment: Auto Garage Door, Cooktop - Gas, Dishwasher, Disposal, Dryer, Microwave, Range, Refrigerator/Freezer, Security System, Self Cleaning Oven, Washer, Wine Cooler
  • Flooring: Laminate, Tile
  • Floor Plan: Split Bedrooms
  • Interior Amenities: Built-In Cabinets, Pull Down Stairs, Walk-In Closet, Window Coverings
  • Primary Bathroom: Separate Tub And Shower
  • Windows: Double Hung, Impact Resistant

Exterior Features

  • Gulf Access: No
  • Private Pool: No
  • Private Spa: No
  • Roof: Tile
  • Construction: Concrete Block
  • Irrigation: Central
  • Road: Private Road
  • View: Lake
  • Exterior Features: Pond, Room for Pool
  • Exterior Finish: Stone
  • Waterfront Type: Lake

Garage/Parking

  • Garage Description: Attached
  • Garage Spaces: 2
  • Parking: Driveway Paved

Utilities

  • Cable Available: Yes
  • Cooling: Central Electric
  • Heat: Central Electric, Heat Pump
  • Security: Alarm, Guard At Gate
  • Sewer: Central
  • Water: Central
  • Gas Description: Natural

Condo/Co-op/Association

  • Approval: Application Fee
  • Management: Developer
  • Mandatory HOA: No
  • Restrictions: Deeded
  • Sub Condo Name: VALENCIA BONITA
  • HOA Fees: 1484
  • HOA Fee Frequency: Quarterly
  • Maintenance: Irrigation Water, Lawn/Land Maintenance, Legal/Accounting, Manager, Master Association Fee Incl, Reserve, Security, Trash Removal
  • Development Name: VALENCIA BONITA

Association/Amenities

  • Pets: No Approval Needed
  • Development: Valencia Bonita
  • Amenities: Bocce Court, Business Center, Clubhouse, Community Park, Community Pool, Community Room, Community Spa/Hot tub, Dog Park, Exercise Room, Full Service Spa, Internet Access, Lap Pool, Pickleball, Private Membership, Sidewalk, Streetlight, Tennis Court
  • Community Type: Gated, Tennis
  • Units In Building: 1
  • Total Number of Units: 960

Fee Information

  • Transfer Fees: 3500.00
  • Application Fee: 100.00

Lot Info

  • Builder Product: No
  • Section: 2
  • Total Area: 3840
  • Waterfront: Yes
  • Zoning Code: RPD
  • Acres: 0.1632
  • Rear Exposure: West
  • Lot Description: Corner
  • Lot Dimensions: 62 X 114 X 62 X 115
  • Parcel Number: 02-48-26-B4-05000.4500

Rental Info

  • Lease Limits: Yes
  • Leases Per Year: 1
  • Min Days Of Lease: 210

Tax Info

  • Tax Description: County Only
  • Taxes: 6333.90
  • Tax Year: 2022

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Sep 23, 2024
Closed on
Feb 19, 2025
Sold by
Perron Richard
Bought by
Josephine A Hoff Revocable Trust and Hoff
Seller's Agent
Mark Riley
LUX International Properties
Buyer's Agent
Nita Rapp
Premier Sotheby's Int'l Realty
List Price
$1,199,750
Sold Price
$1,075,000
Premium/Discount to List
-$124,750
-10.4%
Views
15
Current Estimated Value
$1,044,023

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
-$30,977
Avg. Annual Appreciation
-3.50%

Purchase Details

Closed on
Sep 11, 2020
Sold by
Bonita Springs Associates I Lllp
Bought by
Perron Richard

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$444,900
Interest Rate
2.8%
Mortgage Type
New Conventional
Source: Public Records

Range of Values:

--
Value Increase
--
Percent Increase
--
Adjusted for Inflation
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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 Type Sale Price Title Company
Warranty Deed $1,075,000 None Listed On Document
Special Warranty Deed $644,900 Nova Title
Source: Public Records

Mortgage History

Date Status Loan Amount Loan Type
Previous Owner $444,900 New Conventional
Source: Public Records

Property History

Date Event Price List to Sale Price per Sq Ft
02/20/2025 02/20/25 Sold $1,075,000 -8.1% $378 / Sq Ft
01/15/2025 01/15/25 Pending -- -- --
11/25/2024 11/25/24 Price Changed $1,169,900 -2.5% $411 / Sq Ft
09/23/2024 09/23/24 For Sale $1,199,750 -- $421 / Sq Ft
Source: Naples Area Board of REALTORS®

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 $6,513 $802,085 $150,195 $651,890
2024 $6,513 $520,058 -- --
2023 $6,379 $504,911 $0 $0
2022 $6,334 $490,205 $0 $0
2021 $6,424 $481,464 $79,060 $402,404
2020 $1,290 $77,590 $77,590 $0
2019 $988 $72,270 $72,270 $0
2018 $962 $72,270 $72,270 $0
Source: Public Records

Agents Affiliated with this Home

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Map

Source: Naples Area Board of REALTORS®

MLS Number: 224078221

Naples Area Board of REALTORS®

APN: 02-48-26-B4-05000.4500