NOT LISTED FOR SALE

323 Upper Rd San Rafael, CA 94903

Estimated Value: $1,096,000 - $2,163,000

4 Beds
5 Baths
3,340 Sq Ft
$525/Sq Ft Est. Value

Last Sold April 26, 2021

Last sale price $1,675,000 $501 Per Sq Ft

Est. 5% increase in value since last sale

Current estimated payment $9,876/month

17 Days on Market

Highlights

  • Solar Power System
  • Panoramic View
  • Craftsman Architecture
  • Terra Linda High School Rated A-
  • 0.59 Acre Lot
  • Living Room with Fireplace

About This Home

As of April 2021

Stunning views from every room in this magical property. Serene location. Open floor plan integrates the flow of interior/exterior living spaces perfect for everyday living/entertaining & offers convenience for today's lifestyle, including work/schooling at home. Main floor features spacious living room w/cathedral ceiling, fireplace, formal dining area w/large windows & doors to deck, kitchen w/eat-in area, two bedrooms & full bath. Upstairs you will find the primary suite w/360 views, fireplace & charming deck. Downstairs features spacious family room, fireplace, wet bar, full bath, fourth bedroom, laundry room & possible wine cave. The downstairs also features a bonus area w/wet-bar, full bath, reading nook & more living space. Wander the path from the front door & come upon the quiet cozy studio. The lovingly maintained grounds consist of several different areas to enjoy. 3 Car Garage, Workshop, Plenty of off-street parking. Close to China Camp, biking/hiking trails, farmers market

Last Agent to Sell the Property

Kathi Elliott

Compass License #01274671 Listed on: 03/23/2021

Compass

Last Buyer's Agent

Rick Stern

Vanguard Properties License #00798694

Vanguard Properties

Home Details

Home Type

  • Single Family

Year Built

  • Built in 1930

Lot Details

  • 0.59

Parking

  • 3 Car Attached Garage
  • Workshop in Garage
  • Auto Driveway Gate

Property Views

  • Panoramic
  • Ridge
  • Hills
  • Valley

Home Design

  • Craftsman Architecture
  • Combination Foundation

Interior Spaces

  • 3,340 Sq Ft Home
  • 3-Story Property
  • Wet Bar
  • Beamed Ceilings
  • Cathedral Ceiling
  • Skylights
  • Gas Log Fireplace
  • Electric Fireplace
  • Great Room
  • Family Room
  • Living Room with Fireplace
  • 3 Fireplaces
  • Living Room with Attached Deck
  • Combination Dining and Living Room
  • Storage

Kitchen

  • Breakfast Area or Nook
  • Free-Standing Gas Range
  • Range Hood
  • Stone Countertops

Flooring

  • Wood
  • Carpet

Bedrooms and Bathrooms

  • 4 Bedrooms
  • Retreat
  • Main Floor Bedroom
  • Walk-In Closet
  • Bathroom on Main Level
  • 5 Full Bathrooms
  • Soaking Tub in Primary Bathroom

Laundry

  • Laundry closet
  • Sink Near Laundry
  • Washer and Dryer Hookup

Outdoor Features

  • Balcony
  • Outbuilding

Utilities

  • No Cooling
  • Central Heating
  • Heating System Uses Gas
  • Natural Gas Connected
  • Septic System
  • Cable TV Available

Additional Features

  • Solar Power System
  • 0.59 Acre Lot

Listing and Financial Details

  • Assessor Parcel Number 180-151-11

Home Details

Home Type

Single Family

Year Built

Built in 1930

Lot Details

0

Parking

3

Listing Details

  • Interior Amenities: Open Beam Ceiling, Skylight(s), Storage Area(s), Wet Bar
  • Type: Residential
  • Property Sub Type: Single Family Residence
  • Subtype Description: Detached
  • Directions To Property: North San Pedro Road to Upper Road
  • Lot Size Acres: 0.5914
  • Stories: 3
  • Levels: Three Or More
  • ArchitecturalStyle: Craftsman
  • Special Features: None

Interior Features

  • Appliances: Free Standing Gas Range, Hood Over Range
  • Number Of Fireplaces: 3
  • Bedrooms: 4
  • Master Bathroom Features: Soaking Tub
  • Master Bedroom Features: Balcony, Walk-In Closet
  • Full Bathrooms: 5
  • Dining Room Features: Dining/Living Combo
  • Living Room Features: Cathedral/Vaulted, Deck Attached, Great Room, Open Beam Ceiling, View
  • Flooring: Carpet, Wood
  • Price Per Square Foot: 501.50
  • Square Footage: 3340
  • Bathrooms: 5.00
  • Family Room Features: Deck Attached, View
  • Fireplace Features: Electric, Family Room, Gas Log, Living Room, Master Bedroom
  • Kitchen Features: Breakfast Area, Skylight(s), Stone Counter
  • Lower Level: Bedroom(s), Family Room, Full Bath(s), Retreat
  • Main Level: Bedroom(s), Dining Room, Full Bath(s), Kitchen, Living Room, Street Entrance

Exterior Features

  • Foundation: Combination
  • Lot Features: Landscape Misc
  • OtherStructures: Outbuilding
  • Pool: No
  • View: Hills, Panoramic, Ridge, Valley

Garage/Parking

  • Parking Features: Attached, Workshop in Garage
  • Total Parking Spaces: 6
  • Garage Spaces: 3
  • Driveway/Sidewalks: Gated, Paved Driveway

Utilities

  • Cooling: None
  • Sewer: Septic System
  • Utilities: Cable Available, Natural Gas Connected, Solar
  • Water Source: Public
  • Heating: Central, Gas
  • Laundry Features: Hookups Only, Laundry Closet, Sink

Condo/Co-op/Association

  • Association: No
  • Senior Community: No

Schools

  • Middle/Junior School District: San Rafael City Schools

Lot Info

  • Assessor Parcel Number: 180-151-11
  • Lot Size Sq Ft: 25761

Building Info

  • Year Built: 1930

MLS Schools

  • Senior High School District: San Rafael City Schools
  • School District (County): Marin

Ownership History

Date Name Owned For Owner Type

Purchase Details

Closed on
May 9, 2024
Sold by
Reilly Lacey Joan
Bought by
Lacey Bruce F
Current Estimated Value
$1,754,992

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$1,000,000
Outstanding Balance
$985,736
Interest Rate
6.79%
Mortgage Type
New Conventional
Estimated Equity
$769,256

Purchase Details

Closed on
May 8, 2024
Sold by
2019 Lacey Family Trust and Lacey Bruce F
Bought by
Lacey Bruce F

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$1,000,000
Outstanding Balance
$985,736
Interest Rate
6.79%
Mortgage Type
New Conventional
Estimated Equity
$769,256

Purchase Details

Listed on
Mar 23, 2021
Closed on
Apr 20, 2021
Sold by
Oqvist Peter and Oqvist Linda
Bought by
Lacey Bruce F and Lacey Joan Reilly
Seller's Agent
Kathi Elliott
Compass
Buyer's Agent
Rick Stern
Vanguard Properties
List Price
$1,675,000
Sold Price
$1,675,000

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
0.98%
Original Mortgage
$822,375
Interest Rate
3.05%
Mortgage Type
New Conventional

Purchase Details

Closed on
May 1, 2012
Sold by
Caldwell Jo Moss
Bought by
Bello Michael and Oqvist Jessica

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$270,000
Interest Rate
4.05%
Mortgage Type
Purchase Money Mortgage

Purchase Details

Closed on
Mar 24, 2005
Sold by
Oqvist Peter and Oqvist Linda
Bought by
Oqvist Peter and Oqvist Linda

Purchase Details

Closed on
Jun 15, 1999
Sold by
Leach Linda
Bought by
Oqvist Peter and Oqvist Linda

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$140,000
Interest Rate
3.35%

Purchase Details

Closed on
Oct 30, 1996
Sold by
Oquist Peter
Bought by
0Quist Peter
Source: Public Records

Range of Values:

--
Value Increase
--
Percent Increase
--
Adjusted for Inflation
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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
Lacey Bruce F -- First American Title
Lacey Bruce F $500,000 First American Title
Lacey Bruce F $1,675,000 Fidelity National Title Co
Bello Michael $330,000 Old Republic Title Company
Oqvist Peter -- --
Oqvist Peter $200,000 Old Republic Title Company
0Quist Peter -- --
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Lacey Bruce F $1,000,000
Previous Owner Lacey Bruce F $822,375
Previous Owner Bello Michael $270,000
Previous Owner Oqvist Peter $140,000
Source: Public Records

Property History

Date Event Price List to Sale Price per Sq Ft
04/26/2021 04/26/21 Sold $1,675,000 0.0% $501 / Sq Ft
04/09/2021 04/09/21 Pending -- -- --
03/23/2021 03/23/21 For Sale $1,675,000 -- $501 / Sq Ft
Source: Bay Area Real Estate Information Services (BAREIS)

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 $9,158 $717,163 $293,919 $423,244
2024 $8,974 $703,104 $288,157 $414,947
2023 $8,886 $689,320 $282,508 $406,812
2022 $8,303 $675,804 $276,969 $398,835
2021 $4,327 $274,773 $32,842 $241,931
2020 $4,156 $271,954 $32,505 $239,449
2019 $3,824 $266,623 $31,868 $234,755
2018 $3,705 $261,396 $31,243 $230,153
2017 $3,619 $256,273 $30,631 $225,642
2016 $3,492 $251,247 $30,030 $221,217
2015 $3,344 $247,473 $29,579 $217,894
2014 $3,196 $242,628 $29,000 $213,628
Source: Public Records

Agents Affiliated with this Home

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Map

Source: Bay Area Real Estate Information Services (BAREIS)

MLS Number: 321015371

Bay Area Real Estate Information Services (BAREIS)

APN: 180-151-11