NOT LISTED FOR SALE

Estimated Value: $509,488 - $631,000

8 Beds
6 Baths
-- Sq Ft
8,276 Sq Ft Lot

Last Sold January 24, 2022

Last sale price $500,000

Est. 13% increase in value since last sale

Current estimated payment $3,603/month

31 Days on Market

About This Home

As of January 2022

This triplex has very long term tenants. Current rents are below market value. Two of the tenants have been given notice of rent increase on January 1st and the third tenants increase will begin on Feb 1st. The total rent is scheduled to go up to $3541 per month.

Last Agent to Sell the Property

Julie Cosgrove

Keller Williams Central Valley License #00828743 Listed on: 10/18/2021

Last Buyer's Agent

Trisha La

Trusted Realty & Mortgage License #01364757

Trusted Realty & Mortgage

Property Details

Home Type

  • Multi-Family

Year Built

  • 1976

Lot Details

  • 8,276

HOA Fees

  • $26 per month

Parking

  • 3

Home Design

  • Planned Development

Community Details

  • Mandatory Home Owners Association

Property Details

Home Type

Multi-Family

Year Built

1976

Lot Details

8,276 Sq Ft Lot

HOA Fees

$26 per month

Parking

3

Listing Details

  • Property Type: ResidentialIncome
  • Subtype Description: Planned Unit Develop
  • Property Sub Type: Triplex
  • Number of Three Bedroom Units: 2
  • CapRate: 6.42
  • Directions: Take Benjamin Holt to Plymouth and go North.
  • Lot Size: 8315
  • Professional Management Expense: 3161
  • Building Stories: 2
  • Special Features: None
  • Stories: 2
  • Year Built: 1976

Interior Features

  • Appliances: Disposal, Free Standing Electric Range
  • Price Per Square Foot: 142.01
  • Flooring: Carpet, Linoleum
  • Number Of Buildings: 1
  • Stories: 2

Exterior Features

  • Roof: Composition
  • Foundation Details: Slab
  • Construction Type: Wood
  • Lot Features: Shape Irregular

Garage/Parking

  • Parking Features: Attached
  • Garage Spaces: 3.00
  • Total Parking Spaces: 3.00

Utilities

  • Cooling: Central
  • Heating: Central
  • Laundry Features: In Each Unit
  • Security: Carbon Mon Detector, Fire Extinguisher, Smoke Detector
  • Sewer: Public Sewer
  • Utilities: Other
  • Water Source: Public

Association/Amenities

  • Mandatory Association: Yes

Condo/Co-op/Association

  • Amenities: None
  • Association Fee: 312
  • Association Fee Frequency: Annually
  • Association Name: Swenson Oaks
  • Association: Yes

Fee Information

  • Association Fee Includes: 0

Schools

  • Junior High Dist: Stockton Unified

Lot Info

  • Lot Size Sq Ft: 8316.00
  • Zoning Description: RL

Rental Info

  • Total # Leasable: 3
  • Lease Term: Month To Month
  • Tenant Pays: Sewer, Gas, Trash Collection, Water

Tax Info

  • Bonds/Assessments/Taxes: Unknown
  • Tax Annual Amount: 3373

Multi Family

  • Two Bedrooms Occupied: 1
  • Three Bedrooms Occupied: 2
  • Annual Gross Income: 39516
  • Income Includes: Rent Only
  • Insurance Expense: 1400
  • Maintenance Expense: 1800
  • Number Of Units Leased: 3
  • Number of Month to Month Units: 3
  • Number Of Units Total: 3
  • Number Of Units Furnished: None

MLS Schools

  • School District (County): San Joaquin

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Oct 18, 2021
Closed on
Jan 10, 2022
Sold by
Lewis Family Trust
Bought by
Giang Nhi M and Nguyen Tran
Seller's Agent
Julie Cosgrove
Keller Williams Central Valley
Buyer's Agent
Trisha La
Trusted Realty & Mortgage
Sold Price
$500,000
Current Estimated Value
$564,872

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$64,872
Avg. Annual Appreciation
2.96%
Original Mortgage
$375,000
Outstanding Balance
$345,609
Interest Rate
3.11%
Mortgage Type
New Conventional
Estimated Equity
$219,263

Purchase Details

Closed on
Sep 8, 2014
Sold by
Lewis Bertha and Lewis Trust
Bought by
Jones Bertha Lewis and Lewis Family Trust
Source: Public Records

Range of Values:

--
Value Increase
--
Percent Increase
--
Adjusted for Inflation
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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
Giang Nhi M $500,000 Chicago Title
Jones Bertha Lewis -- None Available
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Giang Nhi M $375,000
Source: Public Records

Property History

Date Event Price List to Sale Price per Sq Ft
01/24/2022 01/24/22 Sold $500,000 -6.5% --
11/18/2021 11/18/21 Pending -- -- --
11/11/2021 11/11/21 For Sale -- -- --
11/01/2021 11/01/21 Pending -- -- --
10/18/2021 10/18/21 For Sale $535,000 -- --
Source: MetroList

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 $6,953 $530,604 $132,651 $397,953
2024 $6,787 $520,200 $130,050 $390,150
2023 $6,761 $510,000 $127,500 $382,500
2022 $3,410 $232,578 $44,807 $187,771
2021 $3,373 $228,019 $43,929 $184,090
2020 $3,373 $225,682 $43,479 $182,203
2019 $3,331 $221,258 $42,627 $178,631
2018 $3,263 $216,921 $41,792 $175,129
2017 $3,210 $212,669 $40,973 $171,696
2016 $3,184 $208,500 $40,170 $168,330
2014 $3,104 $200,000 $38,000 $162,000
Source: Public Records

Agents Affiliated with this Home

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Map

Source: MetroList

MLS Number: 221133887

MetroList

APN: 097-560-14

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