NOT LISTED FOR SALE

5 N Rose St Lodi, CA 95240

Downtown Lodi Neighborhood

Estimated Value: $456,000 - $609,000

4 Beds
2 Baths
1,868 Sq Ft
$287/Sq Ft Est. Value

Last Sold September 08, 2017

Last sale price $410,000 $219 Per Sq Ft

Est. 31% increase in value since last sale

Current estimated payment $3,201/month

7 Days on Market

Highlights

  • No HOA
  • Central Heating
  • 4-minute walk to Emerson Park
  • Formal Dining Room
  • 1-Story Property

About This Home

As of September 2017

Charming Bungalow in the heart of historic Downtown Lodi. Walk or ride your bike to Farmer's Market, restaurants and more. A cozy, inviting blend of old world charm and contemporary updates including new bathroom, dual paned windows, french doors, refinished original hardwood floors, crown moulding and warm, decorator colors throughout. Your new home awaits!

Last Agent to Sell the Property

Christine Phelps

Schaffer & Company, Realtors License #01742538 Listed on: 08/02/2017

Last Buyer's Agent

Cindy Borgerding

Grupe Real Estate License #01941267

Grupe Real Estate

Home Details

Home Type

  • Single Family

Year Built

  • Built in 1955 | Remodeled

Lot Details

  • 7,501 Sq Ft Lot
  • Irregular Lot
  • Zoning described as X500

Parking

  • 1 Car Garage

Home Design

  • Raised Foundation
  • Composition Roof

Interior Spaces

  • 1,868 Sq Ft Home
  • 1-Story Property
  • Self Contained Fireplace Unit Or Insert
  • Formal Dining Room
  • Laundry in unit

Bedrooms and Bathrooms

  • 4 Bedrooms
  • 2 Full Bathrooms

Utilities

  • Central Heating
  • 220 Volts

Community Details

  • No Home Owners Association

Listing and Financial Details

  • Assessor Parcel Number 037-223-17

Home Details

Home Type

Single Family

Year Built

Built in 1955 | Remodeled

Lot Details

0

Parking

1

Listing Details

  • Property Type: Residential
  • Subtype Description: Attached
  • Property Subtype 1: Single Family Residence
  • Remodeled Updated: Yes
  • Year Built: 1955
  • Stories: 1
  • Remodeled/Updated Desc: Bath 0-5YR,Other-Rmks 0-5YR
  • Special Features: None
  • Property Sub Type: Detached

Interior Features

  • Fireplace Features: Insert
  • Fireplaces: 1
  • Flooring: Tile,Wood
  • Bathroom Features: Tile,Tub w/Shower Over
  • Bathrooms: 2.00
  • Dining Room Features: Formal Area
  • Room Type: Baths Other
  • Price Per Square Foot: 219.49
  • Square Footage: 1868

Exterior Features

  • Construction Materials: Frame,Lap Siding
  • Disclosures/Documents: CC&Rs
  • Foundation: Raised
  • Listing Price: 395000.00
  • Lot Features: Shape Irregular
  • Pool: No
  • Property Condition: Updated/Remodeled
  • Roof: Composition

Garage/Parking

  • Garage Spaces: 1
  • Parking Features: Detached
  • Driveway/Sidewalks: Sidewalk/Curb/Gutter

Utilities

  • Sewer: In & Connected
  • Cooling: Ceiling Fan(s),Central,Whole House Fan
  • Electric: 220 Volts
  • Heating: Central
  • Laundry Features: Inside Area
  • Water Source: Meter on Site,Meter Required

Condo/Co-op/Association

  • Association: No

Schools

  • Senior High School District: Lodi Unified

Lot Info

  • Zoning Description: X500
  • Irrigation: Public District
  • Lot Size Acres: 0.1722
  • Lot Size Sq Ft: 7501

Tax Info

  • Assessor Parcel Number: 037-223-17
  • Bonds/Assessments/Taxes: Unknown

MLS Schools

  • School District (County): San Joaquin

Ownership History

Date Name Owned For Owner Type

Purchase Details

Closed on
Jul 18, 2019
Sold by
Dalebout Nicholas A and Erickson Bret E
Bought by
Dalebout Nicholas and Erickson Bret
Current Estimated Value
$535,312

Purchase Details

Listed on
Aug 2, 2017
Closed on
Aug 30, 2017
Sold by
Weisz Erik A and Weisz Stephanie J
Bought by
Dalebout Nicholas A and Erickson Bret E
Seller's Agent
Christine Phelps
Schaffer & Company, Realtors
Buyer's Agent
Cindy Borgerding
Grupe Real Estate
List Price
$395,000
Sold Price
$410,000
Premium/Discount to List
$15,000
3.8%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
3.23%
Original Mortgage
$328,000
Outstanding Balance
$274,050
Interest Rate
3.92%
Mortgage Type
New Conventional
Estimated Equity
$261,262

Purchase Details

Closed on
Feb 17, 2017
Sold by
Weisz Erik A and Weisz Stephanie J
Bought by
Weisz Erik A and Weisz Stephanie J

Purchase Details

Closed on
Apr 9, 2012
Sold by
Marceau Carol and Marceau Ben
Bought by
Weisz Erik A and Weisz Stephanie J

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$204,250
Interest Rate
3.86%
Mortgage Type
New Conventional

Purchase Details

Closed on
Feb 13, 2007
Sold by
Marceau Ben and Marceau Carol
Bought by
Marceau Ben and Marceau Carol

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$360,000
Interest Rate
6.21%
Mortgage Type
New Conventional

Purchase Details

Closed on
Aug 3, 2006
Sold by
Marceau Ben
Bought by
Marceau Ben and Marceau Carol

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$310,000
Interest Rate
6.76%
Mortgage Type
Purchase Money Mortgage
Source: Public Records

Range of Values:

--
Value Increase
--
Percent Increase
--
Adjusted for Inflation
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
Dalebout Nicholas -- None Available
Dalebout Nicholas A $410,000 First American Title Company
Weisz Erik A -- None Available
Weisz Erik A $215,000 North American Title Company
Marceau Ben -- Fidelity Natl Title Co Of Ca
Marceau Ben -- Fidelity Natl Title Co Of Ca
Marceau Ben -- Fidelity National Title Co
Marceau Ben $455,000 Fidelity National Title Co
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Dalebout Nicholas A $328,000
Previous Owner Weisz Erik A $204,250
Previous Owner Marceau Ben $360,000
Previous Owner Marceau Ben $310,000
Previous Owner Marceau Ben $99,000
Source: Public Records

Property History

Date Event Price List to Sale Price per Sq Ft
09/08/2017 09/08/17 Sold $410,000 +3.8% $219 / Sq Ft
08/09/2017 08/09/17 Pending -- -- --
08/02/2017 08/02/17 For Sale $395,000 -- $211 / Sq Ft
Source: MetroList

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 $5,066 $466,504 $142,226 $324,278
2024 $4,928 $457,358 $139,438 $317,920
2023 $4,862 $448,391 $136,704 $311,687
2022 $4,754 $439,600 $134,024 $305,576
2021 $4,840 $430,982 $131,397 $299,585
2020 $4,714 $426,564 $130,050 $296,514
2019 $4,619 $418,200 $127,500 $290,700
2018 $4,555 $410,000 $125,000 $285,000
2017 $2,585 $232,684 $57,359 $175,325
2016 $2,423 $228,122 $56,235 $171,887
2014 $2,366 $220,295 $54,305 $165,990
Source: Public Records

Agents Affiliated with this Home

  • Christine Phelps

    Seller's Agent in 2017

    Christine Phelps

    Schaffer & Company, Realtors

    (209) 747-5487

    25 Total Sales

    Christine Phelps
    Section Image
  • Cindy Borgerding

    Buyer's Agent in 2017

    Cindy Borgerding

    RE/MAX

    (209) 304-0952

    44 Total Sales

    Cindy Borgerding
    Section Image
See All Agents

Map

Source: MetroList

MLS Number: 17049050

MetroList

APN: 037-223-17

California San Joaquin County Lodi 95240 Downtown Lodi

5 N Rose St, Lodi, CA

Not Listed for Sale

Detached

Disclaimer: Certain information contained herein is derived from information provided by parties other than Homes.com. All information provided is deemed reliable, but is not guaranteed to be accurate and should be independently verified.

MetroList IDX information is provided exclusively for personal, non-commercial use, and may not be used for any purpose other than to identify prospective properties consumers may be interested in purchasing. Information is deemed reliable but not guaranteed.

Nearby Homes