$620,000
SOLD FEB 27, 2019
4 Beds
2.5 Baths
2,967 Sq Ft
10,154 Sq Ft Lot

Recently Sold

$209 Per Sq Ft

2% Below List Price

11 Days on Market

Highlights

  • Heated Spa
  • Gated Community
  • Community Lake
  • Chandler Traditional Academy Independence Campus Rated A
  • Waterfront
  • Santa Barbara Architecture

About This Home

As of March 2024

Here is your opportunity to purchase a water front home in the highly sought after gated community of Balboa Way in Ocotillo! Imagine waking up everyday in your upgraded TW Lewis home and taking in the serene view of your infinity pool that appears to seamlessly flow into the water way behind you. If the views aren't enough to captivate you, the floor plan will as it offers no wasted space (no formal living area) & a vast kitchen open to a sizable family room and a split-bedroom plan. The chef of the home will appreciate the substantial cabinet & counter space, along with the gas cook top & wine fridge. The private master retreat offers a tranquil space to rejuvenate & recharge w/breath taking views. Envision the hours you'll spend in the backyard soaking in the pool & hot tub.

Last Agent to Sell the Property

Alanna Foudy

Compass License #BR545514000 Listed on: 01/25/2019

Compass

Last Buyer's Agent

David Kupfer

Keller Williams Realty Sonoran Living License #SA034283000

Keller Williams Realty Sonoran Living

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $6,205

Year Built

  • Built in 2003

Lot Details

  • 10,154 Sq Ft Lot
  • Waterfront
  • Block Wall Fence
  • Front and Back Yard Sprinklers
  • Grass Covered Lot

HOA Fees

Parking

  • 3 Car Garage
  • Garage Door Opener

Home Design

  • Santa Barbara Architecture
  • Wood Frame Construction
  • Tile Roof
  • Stucco

Interior Spaces

  • 2,967 Sq Ft Home
  • 1-Story Property
  • Ceiling Fan
  • Gas Fireplace
  • Double Pane Windows
  • Washer and Dryer Hookup

Kitchen

  • Eat-In Kitchen
  • Breakfast Bar
  • Gas Cooktop
  • Built-In Microwave
  • Kitchen Island
  • Granite Countertops

Flooring

  • Carpet
  • Tile

Bedrooms and Bathrooms

  • 4 Bedrooms
  • Primary Bathroom is a Full Bathroom
  • 2.5 Bathrooms
  • Dual Vanity Sinks in Primary Bathroom
  • Bathtub With Separate Shower Stall

Pool

  • Heated Spa
  • Private Pool

Outdoor Features

  • Covered patio or porch
  • Built-In Barbecue

Schools

  • Chandler Traditional Academy - Independence Elementary School
  • Bogle Junior High School
  • Hamilton High School

Utilities

  • Central Air
  • Heating Available
  • High Speed Internet
  • Cable TV Available

Listing and Financial Details

  • Tax Lot 169
  • Assessor Parcel Number 303-90-196

Community Details

Overview

  • Association fees include ground maintenance
  • Premier Mgmt Association, Phone Number (480) 704-2900
  • Ocotillo Comm. Assoc Association, Phone Number (480) 704-2900
  • Association Phone (480) 704-2900
  • Built by T.W. Lewis
  • Catalina Shores At Ocotillo Subdivision
  • Community Lake

Recreation

  • Community Playground
  • Bike Trail

Security

  • Gated Community

Home Details

Home Type

Single Family

Est. Annual Taxes

$6,205

Year Built

Built in 2003

Lot Details

0

HOA Fees

$151 per month

Parking

3

Listing Details

  • Cross Street: Alma School & Ocotillo
  • Legal Info Range: 5E
  • Property Type: Residential
  • Ownership: Fee Simple
  • HOA #2 Name: Ocotillo Comm. Assoc
  • HOA #2 Phone Number: 480-704-2900
  • HOA #2 Transfer Fee: 185.0
  • HOA #2: Y
  • HOA #3 Fee: N
  • Association Fees Land Lease Fee: N
  • Recreation Center Fee 2: N
  • Recreation Center Fee: N
  • Total Monthly Fee Equivalent: 150.5
  • Basement: N
  • Parking Spaces Slab Parking Spaces: 3.0
  • Parking Spaces Total Covered Spaces: 3.0
  • Separate Den Office Sep Den Office: N
  • Year Built: 2003
  • Spa Private: Yes
  • Tax Year: 2018
  • Directions: South on Alma School. West on Balboa Way to enter through gate. Continue on Balboa. West on Coconino Drive. South on Ambrosia Drive. West on Prescott Dr. South on Jojoba to home.
  • Property Sub Type: Single Family Residence
  • Horses: No
  • Lot Size Acres: 0.23
  • Subdivision Name: CATALINA SHORES AT OCOTILLO
  • Architectural Style: Santa Barbara/Tuscan
  • Property Attached Yn: No
  • Association Fees:HOA Fee2: 94.0
  • Dining Area:Breakfast Bar: Yes
  • Windows:Dual Pane: Yes
  • Cooling:Ceiling Fan(s): Yes
  • Technology:Cable TV Avail: Yes
  • Cooling:Central Air: Yes
  • Water Source City Water: Yes
  • Fireplace Features Gas Fireplace: Yes
  • Kitchen Features:Gas Cooktop: Yes
  • Technology:High Speed Internet: Yes
  • Special Features: None

Interior Features

  • Flooring: Carpet, Tile
  • Basement YN: No
  • Spa Features: Heated, Private
  • Appliances: Gas Cooktop
  • Possible Bedrooms: 4
  • Total Bedrooms: 4
  • Fireplace Features: 1 Fireplace, Gas
  • Fireplace: Yes
  • Interior Amenities: High Speed Internet, Granite Counters, Double Vanity, Eat-in Kitchen, Breakfast Bar, Kitchen Island, Pantry, Full Bth Master Bdrm, Separate Shwr & Tub
  • Living Area: 2967.0
  • Stories: 1
  • Window Features: Dual Pane
  • Kitchen Features:Built-in Microwave: Yes
  • Kitchen Features:Kitchen Island: Yes
  • Master Bathroom:Double Sinks: Yes
  • Community Features:BikingWalking Path: Yes
  • Kitchen Features Pantry: Yes
  • Other Rooms:Great Room: Yes
  • Kitchen Features:Wall Oven(s): Yes
  • Community Features:Children_squote_s Playgrnd: Yes
  • KitchenFeatures:Refrigerator: Yes
  • Community Features:Gated: Yes
  • Community Features:Lake: Yes
  • Kitchen Features:Granite Counters: Yes

Exterior Features

  • Fencing: Block
  • Exterior Features: Built-in Barbecue
  • Lot Features: Waterfront Lot, Sprinklers In Rear, Sprinklers In Front, Grass Front, Grass Back
  • Pool Features: Private
  • Waterfront: Yes
  • Disclosures: Agency Discl Req, Seller Discl Avail
  • Construction Type: Stucco, Wood Frame, Painted
  • Patio And Porch Features: Covered Patio(s)
  • Roof: Tile
  • Construction:Frame - Wood: Yes
  • Exterior Features:Covered Patio(s): Yes
  • Exterior Features:Built-in BBQ: Yes

Garage/Parking

  • Total Covered Spaces: 3.0
  • Parking Features: Garage Door Opener
  • Attached Garage: No
  • Garage Spaces: 3.0
  • Open Parking Spaces: 3.0
  • Parking Features:Garage Door Opener: Yes

Utilities

  • Cooling: Central Air, Ceiling Fan(s)
  • Heating: Electric
  • Laundry Features: Wshr/Dry HookUp Only
  • Cooling Y N: Yes
  • Heating Yn: Yes
  • Water Source: City Water
  • Heating:Electric: Yes

Condo/Co-op/Association

  • Community Features: Lake, Gated, Playground, Biking/Walking Path
  • Association #2 Fee: 56.5
  • Association #2 Fee Frequency: Monthly
  • Association Fee: 94.0
  • Association Fee Frequency: Monthly
  • Association: Ocotillo Comm. Assoc
  • Association Name: Balboa Way
  • Association Phone #2: 480-704-2900
  • Phone: 480-704-2900
  • Association: Yes

Association/Amenities

  • Association Fees:HOA YN2: Y
  • Association Fees:HOA Transfer Fee2: 185.0
  • Association Fees:HOA Paid Frequency: Monthly
  • Association Fees:HOA Name4: Balboa Way
  • Association Fees:HOA Telephone4: 480-704-2900
  • Association Fees:PAD Fee YN2: N
  • Association Fees:Cap ImprovementImpact Fee _percent_: $
  • Association Fee Incl:Common Area Maint3: Yes
  • Association Fees:HOA Management Company: Premier Mgmt
  • Association Fees:HOA Paid Frequency 2: Monthly
  • Association Fees:Cap ImprovementImpact Fee 2 _percent_: $

Fee Information

  • Association Fee Includes: Maintenance Grounds

Schools

  • Elementary School: Chandler Traditional Academy - Independence
  • High School: Hamilton High School
  • Junior High Dist: Chandler Unified District
  • Middle Or Junior School: Bogle Junior High School

Lot Info

  • Land Lease: No
  • Lot Size Sq Ft: 10154.0
  • Parcel #: 303-90-196

Building Info

  • Builder Name: T.W. Lewis

Tax Info

  • Tax Annual Amount: 6205.0
  • Tax Book Number: 303.00
  • Tax Lot: 169
  • Tax Map Number: 90.00

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Jan 11, 2024
Closed on
Apr 24, 2024
Sold by
Underwood Joseph R and Underwood Sara N
Bought by
Living Trust and Smith
Seller's Agent
Kristin Anderson
Good Oak Real Estate
Buyer's Agent
Garrett Lines
Keller Williams Realty East Valley
List Price
$1,295,000
Sold Price
$1,228,000
Premium/Discount to List
-$67,000
-5.17%
Views
59
Current Estimated Value
$1,209,325

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
-$18,675
Avg. Annual Appreciation
1.31%

Purchase Details

Listed on
Jan 11, 2024
Closed on
Mar 7, 2024
Sold by
Underwood Joseph R and Underwood Sara N
Bought by
Living Trust and Smith
Seller's Agent
Kristin Anderson
Good Oak Real Estate
Buyer's Agent
Garrett Lines
Keller Williams Realty East Valley
List Price
$1,295,000
Sold Price
$1,228,000
Premium/Discount to List
-$67,000
-5.17%
Views
59

Purchase Details

Closed on
Jan 21, 2021
Sold by
Underwood Joseph and Auden Sara
Bought by
Underwood Joseph R and Underwood Sara N

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$487,300
Interest Rate
2.71%
Mortgage Type
New Conventional

Purchase Details

Listed on
Jan 25, 2019
Closed on
Feb 21, 2019
Sold by
Manta Holdings Llc
Bought by
Underwood Joseph and Auden Sara
Seller's Agent
Alanna Foudy
Compass
Buyer's Agent
David Kupfer
Keller Williams Realty Sonoran Living
List Price
$635,000
Sold Price
$620,000
Premium/Discount to List
-$15,000
-2.36%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
11.51%
Original Mortgage
$484,350
Interest Rate
4.4%
Mortgage Type
New Conventional

Purchase Details

Closed on
Jul 9, 2014
Sold by
Marota John P
Bought by
Manta Holdings Llc

Purchase Details

Closed on
Mar 1, 2007
Sold by
Marotta John and Marotta John P
Bought by
Marotta John P and John P Marotta Trust

Purchase Details

Closed on
Apr 18, 2006
Sold by
Thurston L Keith and Thurston Roberta L
Bought by
Marotta John

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$159,100
Interest Rate
6.52%
Mortgage Type
Credit Line Revolving

Purchase Details

Closed on
Oct 27, 2003
Sold by
T W Lewis Co
Bought by
Thurston L Keith and Thurston Roberta L

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$179,950
Interest Rate
5.98%
Mortgage Type
New Conventional
Source: Public Records

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Home Values in the Area

Source: Public Records

Average Home Value in this Area





Source: Public Records

Purchase History

Date Type Sale Price Title Company
Warranty Deed -- Navi Title Agency
Warranty Deed $1,228,000 Navi Title Agency
Interfamily Deed Transfer -- Security Title Agency Inc
Warranty Deed $620,000 Security Title Agency Inc
Special Warranty Deed -- None Available
Interfamily Deed Transfer -- None Available
Warranty Deed $899,000 First American Title Ins Co
Warranty Deed $398,059 Chicago Title Insurance Co
Source: Public Records

Mortgage History

Date Status Loan Amount Loan Type
Previous Owner $487,300 New Conventional
Previous Owner $484,350 New Conventional
Previous Owner $235,000 Credit Line Revolving
Previous Owner $89,950 Credit Line Revolving
Previous Owner $720,000 Credit Line Revolving
Previous Owner $159,100 Credit Line Revolving
Previous Owner $650,000 New Conventional
Previous Owner $179,950 New Conventional
Closed $198,200 No Value Available
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
03/07/2024 03/07/24 Sold $1,228,000 -5.2% $414 / Sq Ft
02/12/2024 02/12/24 Pending -- -- --
01/11/2024 01/11/24 For Sale $1,295,000 +108.9% $436 / Sq Ft
02/27/2019 02/27/19 Sold $620,000 -2.4% $209 / Sq Ft
02/05/2019 02/05/19 Pending -- -- --
01/25/2019 01/25/19 For Sale $635,000 0.0% $214 / Sq Ft
07/01/2016 07/01/16 Rented $2,995 0.0% --
06/16/2016 06/16/16 Under Contract -- -- --
05/10/2016 05/10/16 Price Changed $2,995 -7.8% $1 / Sq Ft
04/05/2016 04/05/16 For Rent $3,250 +14.0% --
02/01/2012 02/01/12 Rented $2,850 -5.0% --
01/24/2012 01/24/12 Under Contract -- -- --
01/06/2012 01/06/12 For Rent $3,000 -- --
Source: Arizona Regional Multiple Listing Service (ARMLS)

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 $6,697 $72,781 -- --
2024 $6,568 $69,315 -- --
2023 $6,568 $84,970 $16,990 $67,980
2022 $6,361 $65,450 $13,090 $52,360
2021 $6,538 $62,760 $12,550 $50,210
2020 $6,502 $59,370 $11,870 $47,500
2019 $6,274 $54,310 $10,860 $43,450
2018 $6,205 $53,950 $10,790 $43,160
2017 $5,829 $52,850 $10,570 $42,280
2016 $5,631 $56,550 $11,310 $45,240
2015 $5,399 $52,750 $10,550 $42,200
Source: Public Records

Agents Affiliated with this Home

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Map

Source: Arizona Regional Multiple Listing Service (ARMLS)

MLS Number: 5873286

Arizona Regional Multiple Listing Service (ARMLS)

APN: 303-90-196