NOT LISTED FOR SALE

Estimated Value: $5,016,000 - $7,577,000

3 Beds
5 Baths
2,334 Sq Ft
$2,678/Sq Ft Est. Value

Last Sold July 11, 2016

Last sale price $3,600,000 $1,542 Per Sq Ft

Est. 65% increase in value since last sale

Current estimated payment $36,295/month

42 Days on Market

Highlights

  • City Lights View
  • Fireplace in Primary Bedroom
  • Central Air
  • Abraham Lincoln Elementary School Rated A
  • No HOA

About This Home

As of July 2016

INPUT FOR COMP PURPOSES ONLY. Stunning new Cape Cod home with ELEVATOR to all levels. 3 bedrooms plus office area and roof deck, 5 total baths, exquisite detail and design throughout.

Last Agent to Sell the Property

Ryan Gunderson

Arbor Real Estate License #01869795 Listed on: 01/02/2016

Arbor Real Estate

Last Buyer's Agent

Denine Kerns

Douglas Elliman Of California License #01248229

Douglas Elliman Of California

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $46,070

Year Built

  • Built in 2016

Lot Details

  • 2,614 Sq Ft Lot
  • Property fronts an alley

Parking

  • 2 Car Garage

Interior Spaces

  • 2,334 Sq Ft Home
  • Living Room with Fireplace
  • City Lights Views

Bedrooms and Bathrooms

  • 3 Bedrooms
  • Fireplace in Primary Bedroom
  • All Upper Level Bedrooms

Utilities

  • Central Air

Community Details

  • No Home Owners Association

Listing and Financial Details

  • Tax Lot 32
  • Tax Tract Number 101
  • Assessor Parcel Number 05014224

Home Details

Home Type

Single Family

Est. Annual Taxes

$46,070

Year Built

Built in 2016

Lot Details

0

Parking

2

Listing Details

  • Assessments: No
  • Property Attached: No
  • Road Frontage Type: Alley
  • Subdivision Name Other: Balboa Island - Main Island (BALM)
  • View: Yes
  • Property Sub Type: Single Family Residence
  • Property Type: Residential
  • Parcel Number: 05014224
  • Year Built: 2016
  • Special Features: None

Interior Features

  • Fireplace: Yes
  • Living Area: 2334.00
  • Common Walls: No Common Walls
  • Full Bathrooms: 2
  • Full And Three Quarter Bathrooms: 3
  • Half Bathrooms: 2
  • Three Quarter Bathrooms: 1
  • Total Bedrooms: 3
  • Fireplace Features: Living Room, Master Bedroom
  • Levels: Three Or More
  • Price Per Square Foot: 1542.42
  • Room Type: All Bedrooms Up

Exterior Features

  • View: City Lights
  • Pool Private: No

Garage/Parking

  • Garage Spaces: 2.00
  • Total Parking Spaces: 2.00

Utilities

  • Utilities: Sewer Available
  • Water Source: Public
  • Cooling: Central Air
  • Cooling: Yes

Condo/Co-op/Association

  • Association: No
  • Senior Community: No
  • Community Features: Sidewalks

Schools

  • School District: Newport Mesa Unified

Lot Info

  • Land Lease: No
  • Lot Size Sq Ft: 2614.00
  • Price Per Lot Square Foot: 1377.20

Multi Family

  • Lease Considered: No
  • Number Of Units In Community: 1
  • Number Of Units Total: 1

Tax Info

  • Tax Lot: 32
  • Tax Tract Number: 101

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Jan 2, 2016
Closed on
Jun 16, 2016
Sold by
Burcher Patrick S and Burcher Rosemary E
Bought by
Matthews Kathleen R
Seller's Agent
Ryan Gunderson
Arbor Real Estate
Buyer's Agent
Denine Kerns
Douglas Elliman Of California
List Price
$3,650,000
Sold Price
$3,600,000
Premium/Discount to List
-$50,000
-1.37%
Current Estimated Value
$5,927,795

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$2,327,795
Avg. Annual Appreciation
5.66%

Purchase Details

Listed on
Jul 17, 2014
Closed on
Aug 25, 2014
Sold by
Mccauley Thomas J and Mccauley Pamela B
Bought by
Burcher Patrick S and Burcher Rosemary E
Seller's Agent
Rob Norquist
Compass
Buyer's Agent
Mary Hardesty
Mary Hardesty Realty
List Price
$1,695,000
Sold Price
$1,575,000
Premium/Discount to List
-$120,000
-7.08%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
59.11%
Original Mortgage
$945,000
Interest Rate
5.25%
Mortgage Type
New Conventional

Purchase Details

Closed on
Jul 29, 2002
Sold by
Mccauley Thomas J and Mccauley Pamela B
Bought by
Mccauley Thomas J and Mccauley Pamela B

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$427,500
Interest Rate
6.6%

Purchase Details

Closed on
May 18, 1998
Sold by
Herbert Petzold and Herbert Juanita M
Bought by
Mccauley Thomas J and Mccauley Pamela B

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$440,000
Interest Rate
7.25%

Purchase Details

Closed on
Mar 22, 1998
Sold by
Herbert Petzold and Herbert Juanita M
Bought by
Petzold Herbert H and Petzold Juanita M

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$440,000
Interest Rate
7.25%

Purchase Details

Closed on
May 10, 1995
Sold by
Petzold Juanita M
Bought by
Petzold Herbert H and Petzold Juanita M

Purchase Details

Closed on
Oct 12, 1994
Sold by
Ault Edwin C
Bought by
Ault Betty M

Purchase Details

Closed on
Oct 4, 1994
Sold by
Ault Betty M
Bought by
Petzold Herbert H and Petzold Juanita M
Source: Public Records

Range of Values:

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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
Matthews Kathleen R $3,600,000 Lawyers Title
Burcher Patrick S $1,575,000 Chicago Title Company
Mccauley Thomas J -- American Title Co
Mccauley Thomas J -- American Title Co
Mccauley Thomas J $550,000 Chicago Title Co
Petzold Herbert H -- Chicago Title Co
Petzold Herbert H -- --
Ault Betty M -- Chicago Title Company
Petzold Herbert H $262,500 Chicago Title Company
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Previous Owner Burcher Patrick S $945,000
Previous Owner Mccauley Thomas Jon $375,000
Previous Owner Mccauley Thomas J $368,000
Previous Owner Mccauley Thomas J $500,000
Previous Owner Mccauley Thomas J $420,000
Previous Owner Mccauley Thomas J $427,500
Previous Owner Mccauley Thomas J $440,000
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
07/11/2016 07/11/16 Sold $3,600,000 -1.4% $1,542 / Sq Ft
02/13/2016 02/13/16 Pending -- -- --
01/02/2016 01/02/16 For Sale $3,650,000 +131.7% $1,564 / Sq Ft
09/30/2014 09/30/14 Sold $1,575,000 -7.1% $920 / Sq Ft
07/17/2014 07/17/14 For Sale $1,695,000 -- $990 / 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 $46,070 $4,178,106 $3,265,262 $912,844
2024 $46,070 $4,096,183 $3,201,237 $894,946
2023 $44,963 $4,015,866 $3,138,467 $877,399
2022 $41,704 $3,937,124 $3,076,928 $860,196
2021 $40,902 $3,859,926 $3,016,596 $843,330
2020 $40,509 $3,820,348 $2,985,665 $834,683
2019 $39,663 $3,745,440 $2,927,123 $818,317
2018 $38,869 $3,672,000 $2,869,728 $802,272
2017 $38,179 $3,600,000 $2,813,458 $786,542
2016 $19,591 $1,833,530 $1,539,766 $293,764
2015 $17,102 $1,575,000 $1,516,638 $58,362
2014 -- $716,407 $670,487 $45,920
Source: Public Records

Agents Affiliated with this Home

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Map

Source: California Regional Multiple Listing Service (CRMLS)

MLS Number: NP16152197

California Regional Multiple Listing Service (CRMLS)

APN: 050-142-24