NOT LISTED FOR SALE

402 Portofino Dr Unit 4 San Carlos, CA 94070

Beverly Terrace Neighborhood

Estimated Value: $1,181,000 - $1,422,982

3 Beds
2 Baths
1,570 Sq Ft
$460/mo HOA Fee

Last Sold December 07, 2018

Last sale price $1,140,000 $726 Per Sq Ft

Est. 12% increase in value since last sale

Current estimated payment $8,718/month

68 Days on Market

Highlights

  • Private Pool
  • 1.87 Acre Lot
  • Vaulted Ceiling
  • Tierra Linda Middle School Rated A
  • Deck
  • Stone Countertops

About This Home

As of December 2018

Price Improvements!!! STUNNING San Carlos Hills condo on a quiet cul-de-sac! Floor to ceiling windows! Views of the city/east bay! Remodeled, 2 levels: 2 large beds, 2 baths, PLUS expansive loft space: can be family room w/ built-in office space or 3rd bedrm w/double closet! Living room has panoramic views trex deck & beautiful French door. Updated kitchen w/2 year old appliances, new carpets, custom solar shades, newer windows, crown moulding, recessed lighting...the list of upgrades goes on. Private BBQ space/courtyard & sitting area near the entrance. Walk-in laundry room/ in-unit W/D, extra storage space/pantry. 2 deeded covered parking spaces, one at the base of the bldg, one at the back/second level: quite easy to bring in groceries! Small complex (36 units), close community. Swimming pool on hot days. Walk to Heather Elementary, Highlands Park, close to downtown San Carlos. Rare to find a spacious condo that has views, location & community like this! This home is a 10!

Last Agent to Sell the Property

Irene Weisman

KW Advisors License #01861608 Listed on: 09/06/2018

KW Advisors

Last Buyer's Agent

Bob Bredel

Christie's International Real Estate Sereno License #01493564

Christie's International Real Estate Sereno

Property Details

Home Type

  • Condominium

Est. Annual Taxes

  • $15,913

Year Built

  • Built in 1961

Lot Details

  • 1.87

HOA Fees

  • $460 Monthly HOA Fees

Home Design

  • Concrete Perimeter Foundation

Interior Spaces

  • 1,570 Sq Ft Home
  • 2-Story Property
  • Vaulted Ceiling
  • Combination Dining and Living Room

Kitchen

  • Electric Oven
  • Electric Cooktop
  • Range Hood
  • Microwave
  • Dishwasher
  • Stone Countertops
  • Disposal

Flooring

  • Carpet
  • Laminate
  • Tile

Bedrooms and Bathrooms

  • 3 Bedrooms
  • 2 Full Bathrooms

Laundry

  • Laundry in unit
  • Washer and Dryer

Parking

  • 2 Carport Spaces
  • Off-Street Parking
  • Assigned Parking

Outdoor Features

  • Private Pool
  • Balcony
  • Deck

Utilities

  • Forced Air Heating System
  • Vented Exhaust Fan
  • Separate Meters
  • Individual Gas Meter

Listing and Financial Details

  • Assessor Parcel Number 050-500-080

Community Details

Overview

  • Association fees include common area electricity, common area gas, exterior painting, insurance - common area, maintenance - common area, maintenance - exterior, management fee, pool spa or tennis, roof, water
  • First Equity Property Management Association

Recreation

  • Community Pool

Pet Policy

  • Pets Allowed

Property Details

Home Type

Condominium

Est. Annual Taxes

$15,913

Year Built

Built in 1961

Lot Details

0

HOA Fees

$460 per month

Listing Details

  • Subclass: Condominium
  • Restrictions: Pets - Allowed
  • Age: 57
  • Listing Class: Residential
  • Max Numberof Unitsin Building: 4
  • Structure Sq Ft: 1570
  • Incorporated: Yes
  • Year Built: 1961
  • Zoning Description: RM0R3G
  • Special Features: None
  • Property Sub Type: Condos

Interior Features

  • Dining Room: Dining Area, Dining Area in Living Room
  • Kitchen: Cooktop - Electric, Countertop - Stone, Dishwasher, Exhaust Fan, Garbage Disposal, Hood Over Range, Microwave, Oven - Electric, Oven Range - Built-In, Gas, Pantry
  • Living Sq Ft: 1570
  • Stories: 2
  • Laundry: Electricity Hookup (220V), Inside, Washer / Dryer
  • Flooring: Carpet, Laminate, Tile
  • Maximum Numberof Bedrooms: 3
  • Minimum Numberof Bedrooms: 3
  • Full Bathrooms: 2
  • Total Bedrooms: 3

Exterior Features

  • Foundation: Concrete Perimeter, Concrete Perimeter and Slab
  • Pool Description: Community Facility
  • Yard/Grounds: Balcony / Patio, Deck
  • Pool: Yes

Garage/Parking

  • Garage Parking Features: Assigned Spaces, Carport, Off-Street Parking
  • Carport Min: 2

Utilities

  • Heating System: Central Forced Air
  • Sewer/Septic System: Sewer - Public

Condo/Co-op/Association

  • HOA Fees: 460
  • HOA Amenities: Community Pool
  • HOA Fee Frequency: Monthly
  • Association Fees Include: Common Area Electricity, Common Area Gas, Exterior Painting, Insurance - Common Area, Maintenance - Common Area, Maintenance - Exterior, Management Fee, Pool, Spa, or Tennis, Roof, Water
  • H O A Name Text: First Equity Property Management
  • H O A Exist: Yes

Association/Amenities

  • Amenities Miscellaneous: High Ceiling, Vaulted Ceiling

Schools

  • School District: Sequoia Union High
  • Elementary School: Heather Elementary
  • Middle School: Tierra Linda Middle
  • High School: Carlmont High
  • High School: 617
  • Elementary School: 638
  • Middle School: 1044

Lot Info

  • Parcel Number: 050-500-080
  • Lot Acres: 1.8726
  • Lot Size Area Minimum Units: Square Feet
  • Minimum Lot Size: 81571.00
  • Lot Size Area Maximum Units: Square Feet
  • Maximum Lot Size: 81571.00

Multi Family

  • Utilities: Individual Electric Meters, Individual Gas Meters, Public Utilities
  • Maximum Building Height: 2
  • Minimum Building Height: 2

MLS Schools

  • High School District Text: Sequoia Union High
  • Elementary School Text: Heather Elementary
  • High School Text: Carlmont High
  • Middle School Text: Tierra Linda Middle

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Sep 6, 2018
Closed on
Nov 30, 2018
Sold by
Kelty Kathleen L
Bought by
Schwartz Julie E
Seller's Agent
Irene Weisman
KW Advisors
Buyer's Agent
Bob Bredel
Christie's International Real Estate Sereno
List Price
$1,249,000
Sold Price
$1,140,000
Premium/Discount to List
-$109,000
-8.73%
Current Estimated Value
$1,274,746

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$134,746
Avg. Annual Appreciation
1.67%
Original Mortgage
$912,000
Interest Rate
4.8%
Mortgage Type
New Conventional

Purchase Details

Closed on
Sep 19, 2018
Sold by
Kelty Kathleen L
Bought by
Kelty Kathleen L
Source: Public Records

Range of Values:

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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
Schwartz Julie E $1,140,000 Fidelity National Title Co
Kelty Kathleen L -- None Available
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Schwartz Julie E $908,000
Closed Schwartz Julie E $912,000
Previous Owner Kelty Kathleen L $141,000
Previous Owner Kelty Kathleen L $173,000
Previous Owner Kelty Kathleen L $180,000
Previous Owner Kelty Kathleen L $75,000
Previous Owner Kelty Kathleen L $190,000
Previous Owner Kelty Kathleen L $105,000
Previous Owner Kelty Kathleen L $100,000
Previous Owner Kelty Kathleen L $190,000
Previous Owner Kelty Kathleen L $171,000
Previous Owner Kelty Kathleen L $120,000
Previous Owner Kelty Kathleen L $175,000
Previous Owner Kelty Kathleen L $100,000
Previous Owner Kelty Kathleen L $178,000
Previous Owner Kelty Kathleen L $185,000
Previous Owner Kelty Kathleen L $161,250
Previous Owner Kelty Kathleen L $163,000
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
12/07/2018 12/07/18 Sold $1,140,000 -3.0% $726 / Sq Ft
11/14/2018 11/14/18 Pending -- -- --
10/23/2018 10/23/18 Price Changed $1,175,000 -5.9% $748 / Sq Ft
09/06/2018 09/06/18 For Sale $1,249,000 -- $796 / Sq Ft
Source: MLSListings

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 $15,913 $1,271,685 $379,272 $892,413
2023 $15,913 $1,222,306 $364,546 $857,760
2022 $14,970 $1,198,341 $357,399 $840,942
2021 $14,763 $1,174,845 $350,392 $824,453
2020 $14,604 $1,162,800 $346,800 $816,000
2019 $14,359 $1,140,000 $340,000 $800,000
2018 $5,156 $336,134 $67,215 $268,919
2017 $5,063 $329,545 $65,898 $263,647
2016 $4,931 $323,084 $64,606 $258,478
2015 $4,916 $318,232 $63,636 $254,596
2014 $4,694 $311,999 $62,390 $249,609
Source: Public Records

Agents Affiliated with this Home

  • I

    Seller's Agent in 2018

    Irene Weisman

    KW Advisors

    Section Image
  • Bob Bredel

    Buyer's Agent in 2018

    Bob Bredel

    Christie's International Real Estate Sereno

    (650) 520-9343

    33 in this area

    180 Total Sales

    Bob Bredel
    Section Image
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Map

Source: MLSListings

MLS Number: ML81722043

MLSListings

APN: 050-500-080

California San Mateo County San Carlos 94070 Beverly Terrace

402 Portofino Dr Unit 4, San Carlos, CA

This home is located at 402 Portofino Dr Unit 4, San Carlos, CA 94070 since 06 September 2018 and is currently estimated at $1,274,746, approximately $811 per square foot. This property was built in 1961. 402 Portofino Dr Unit 4 is a home located in San Mateo County with nearby schools including Tierra Linda Middle School, Carlmont High School, and Heather Elementary School.

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