NOT LISTED FOR SALE

Estimated Value: $5,034,000 - $5,587,000

3 Beds
3.5 Baths
2,720 Sq Ft
$1,943/Sq Ft Est. Value

Last Sold October 16, 2013

Last sale price $2,630,000 $967 Per Sq Ft

Est. 101% increase in value since last sale

Current estimated payment $31,182/month

40 Days on Market

Highlights

  • Marina
  • Newly Remodeled
  • Bay View
  • Abraham Lincoln Elementary School Rated A
  • Rooftop Deck
  • Cape Cod Architecture

About This Home

As of October 2013

Brand new custom 3 story Elegant Cape Cod home with contemporary touches on Balboa Island. Boast of 2720 sq ft, 3 bedrooms 3.5 baths, third level room with large attic area, huge deck looks out over expansive tree tops and harbor views with gas for BBQ sink and refrigerator and outdoor tv hook up, 2 car garage, outlets wired for golf cart and electric/hybrid cars, an elevator, hardwood flooring throughout, Lutron designed lighting pad with a smart system with one touch all lights in the home can be turned on and to the amount of light specified by you, pre-wired for automatic window coverings, Top-of-the-Line appliances, under the cabinet lighting,48” panel ready Sub Zero refrigerator/freezer, 48” Wolf Range dual gas and electric two ovens 6 burners and a griddle, Bosch dishwasher, microwave, farm sink, large granite island, granite and marble counter through out home, walk in pantry, heated master bath tile floor and bath towel bar, walk in master closet, balconies off master bedroom and off both back bedrooms, pre-wired sound system throughout house, laundry room on second level, A/C ready, tankless water heater with timed recirculation for immediate hot water, 2 gas outlets for BBQ, front patio stone work paved, lit and landscaped Beach & marina near

Last Agent to Sell the Property

Cheryl Ramirez

Vista Real Estate Corp. License #01469488 Listed on: 04/15/2013

Last Buyer's Agent

Ryan Gunderson

Arbor Real Estate License #01869795

Arbor Real Estate

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $36,228

Year Built

  • Built in 2013 | Newly Remodeled

Lot Details

  • 2,550 Sq Ft Lot
  • Property fronts an alley

Parking

  • 2 Car Attached Garage
  • Parking Available
  • Single Garage Door

Property Views

  • Bay
  • Lake
  • Woods

Home Design

  • Cape Cod Architecture
  • Split Level Home
  • Composition Roof
  • Wood Siding

Interior Spaces

  • 2,720 Sq Ft Home
  • Crown Molding
  • Living Room with Fireplace
  • Wood Flooring
  • Laundry Room

Kitchen

  • Breakfast Bar
  • Six Burner Stove

Bedrooms and Bathrooms

  • 3 Bedrooms
  • All Upper Level Bedrooms

Outdoor Features

  • Rooftop Deck
  • Covered Patio or Porch
  • Exterior Lighting

Additional Features

  • Accessible Elevator Installed
  • Central Heating

Listing and Financial Details

  • Tax Lot 10
  • Assessor Parcel Number 05014111

Community Details

Overview

  • No Home Owners Association

Recreation

  • Marina

Home Details

Home Type

Single Family

Est. Annual Taxes

$36,228

Year Built

Built in 2013 | Newly Remodeled

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
  • Architectural Style: Cape Cod
  • New Construction: Yes
  • Property Sub Type: Single Family Residence
  • Property Type: Residential
  • Parcel Number: 05014111
  • Year Built: 2013
  • Special Features: None

Interior Features

  • Fireplace: Yes
  • Living Area: 2720.00
  • Interior Amenities: Crown Molding, Elevator
  • Common Walls: No Common Walls
  • Flooring: Wood
  • Accessibility Features: Accessible Elevator Installed
  • Appliances: Yes
  • Full Bathrooms: 3
  • Full And Three Quarter Bathrooms: 3
  • Half Bathrooms: 1
  • Total Bedrooms: 3
  • Eating Area: Breakfast Counter / Bar
  • Fireplace Features: Living Room
  • Levels: Multi/Split
  • Price Per Square Foot: 966.91
  • Room Type: All Bedrooms Up

Exterior Features

  • Patio: Yes
  • Exterior Features: Lighting
  • View: Bay, Lake, Trees/Woods
  • Patio And Porch Features: Covered, Deck, Front Porch, Roof Top
  • Pool Private: No
  • Roof: Composition
  • Spa: No
  • Construction Materials: Wood Siding

Garage/Parking

  • Attached Garage: Yes
  • Garage Spaces: 2.00
  • Parking: Yes
  • Parking Features: Garage - Single Door
  • Total Parking Spaces: 2.00

Utilities

  • Utilities: Sewer Available
  • Heating: Yes
  • Laundry: Yes
  • Appliances: 6 Burner Stove
  • Heating Type: Central
  • Laundry Features: Individual Room
  • Water Source: Public

Condo/Co-op/Association

  • Association: No
  • Senior Community: No

Lot Info

  • Lot Size Sq Ft: 2550.00
  • Lot Size Acres: 0.0590

Multi Family

  • Lease Considered: No
  • Lot Size Area: 2550.0000 Square Feet
  • Number Of Units In Community: 1
  • Number Of Units Total: 1
  • Waterfront Features: Marina in Community

Tax Info

  • Tax Lot: 10

Ownership History

Date Name Owned For Owner Type

Purchase Details

Closed on
Jul 17, 2025
Sold by
David And Arlene Rose Family Trust and Rose David
Bought by
Ardr Land Trust and Barth
Current Estimated Value
$5,285,936

Purchase Details

Closed on
Jun 5, 2013
Sold by
Amethyst #318 Trust
Bought by
Amethyst #318 Partners and Newhope Capital Llc

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$1,500,000
Interest Rate
2.75%
Mortgage Type
Adjustable Rate Mortgage/ARM

Purchase Details

Closed on
Jan 25, 2012
Sold by
Smith Josephine L
Bought by
Amethys #318 Trust and Newhope Capital Llc
Source: Public Records

Range of Values:

Collateral Analytics

Collateral Analytics Collateral Analytics AVMs (Automated Valuation Model) employ a number of statistical approaches combined with neighborhood-specific comparable selection guarantees the most up-to-date and precise valuations.

Not Available

Collateral Analytics does not have data for the current month. Please view the chart for historical values.

ICE

ICE Mortgage Technology ICE Mortgage Technology’s AVM (Automated Valuation Model) is a state-of-the-art online residential property valuation tool that provides a quick and accurate estimate of the value of almost any home in the U.S.

Not Available

ICE Mortgage Technology does not have data for the current month. Please view the chart for historical values.

First American

First American First American Data & Analytics’ next-generation AVM combines unrivaled data assets with a blended ensemble of valuation models to produce highly accurate, reliable valuations you can trust.

Not Available

First American does not have data for the current month. Please view the chart for historical values.

Quantarium

Quantarium Quantarium’s valuation service, repeatedly proven the industry’s most accurate and comprehensive, is supercharged with a self-learning and auto-tuning AI engine that continually becomes smarter and more accurate as it processes daily inputs from the industry’s leading RE data lake.

Not Available

Quantarium does not have data for the current month. Please view the chart for historical values.

Average Value
Not Available
List Price
Sold Price
Create a Home Valuation Report for This Property
The Home Valuation Report is an in-depth analysis detailing your home's value as well as a comparison with similar homes in the area

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
Ardr Land Trust -- None Listed On Document
Amethyst #318 Partners -- Lawyers Title
Rose David $2,630,000 Lawyers Title
Amethyst #318 Partners -- Lawyers Title
Amethys #318 Trust $913,500 Accommodation
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Previous Owner Rose David $1,500,000
Previous Owner Rose David $1,500,000
Previous Owner Amethyst #318 Trust $985,407
Previous Owner Smith Josephine L $140,000
Previous Owner Smith Josephine L $60,000
Previous Owner Smith Josephine L $25,000
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
10/16/2013 10/16/13 Sold $2,630,000 -2.6% $967 / Sq Ft
05/25/2013 05/25/13 Pending -- -- --
04/15/2013 04/15/13 For Sale $2,699,000 -- $992 / 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 $36,228 $3,224,016 $2,578,058 $645,958
2024 $36,228 $3,160,800 $2,527,507 $633,293
2023 $35,350 $3,098,824 $2,477,948 $620,876
2022 $32,248 $3,038,063 $2,429,361 $608,702
2021 $31,628 $2,978,494 $2,381,727 $596,767
2020 $31,324 $2,947,954 $2,357,306 $590,648
2019 $30,671 $2,890,151 $2,311,084 $579,067
2018 $30,058 $2,833,482 $2,265,769 $567,713
2017 $29,524 $2,777,924 $2,221,342 $556,582
2016 $28,858 $2,723,455 $2,177,786 $545,669
2015 $28,586 $2,682,547 $2,145,074 $537,473
2014 $27,911 $2,630,000 $2,103,055 $526,945
Source: Public Records

Agents Affiliated with this Home

  • Section Image
  • Section Image
See All Agents

Map

Source: California Regional Multiple Listing Service (CRMLS)

MLS Number: NP13066821

California Regional Multiple Listing Service (CRMLS)

APN: 050-141-11