NOT LISTED FOR SALE

5029 Haven Lodge Rd Matthews, NC 28104

Estimated Value: $413,761 - $425,000

4 Beds
2 Baths
1,966 Sq Ft
$213/Sq Ft Est. Value

Last Sold July 01, 2019

Last sale price $260,000 $132 Per Sq Ft

Est. 61% increase in value since last sale

Current estimated payment $2,558/month

About This Home

As of July 2019

A well maintained ranch home with 4 bedrooms, 2 full bathrooms. Desired neighborhood has convenient access to US-74 W/E Independence Blvd. Open floor plan: Office, Kitchen with island, breakfast area, family room with laminate wood floor. Fenced yard provides quietness and privacy. Lawn mowing is provided by the owners.

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Apr 17, 2019
Closed on
Jun 20, 2019
Sold by
Hassler Simeon Oliver and Hassler Betty Joyce
Bought by
Tu Shane Yao and Tu Ching Ting
Seller's Agent
Nicki Dembek
Cross Keys LLC
Buyer's Agent
Kevin Fu
Paragon Real Estate Group
List Price
$275,000
Sold Price
$260,000
Premium/Discount to List
-$15,000
-5.45%
Current Estimated Value
$418,440

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$158,440
Avg. Annual Appreciation
8.30%
Original Mortgage
$260,000
Outstanding Balance
$230,992
Interest Rate
4%
Mortgage Type
New Conventional
Estimated Equity
$186,224

Purchase Details

Closed on
Jan 30, 2015
Sold by
Wallach Michael and Wallach Krystal
Bought by
Hassler Simcon Oliver and Hassler Betty Joyce

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$187,150
Interest Rate
3.88%
Mortgage Type
New Conventional

Purchase Details

Closed on
Nov 21, 2012
Sold by
M I Homes Of Charlotte Llc
Bought by
Wallach Michael

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$160,752
Interest Rate
3.43%
Mortgage Type
FHA
Source: Public Records

Range of Values:

Collateral Analytics

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ICE

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Average Value
Not Available
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
Tu Shane Yao $260,000 None Available
Hassler Simcon Oliver $197,000 None Available
Wallach Michael $164,000 None Available
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Tu Shane Yao $260,000
Previous Owner Hassler Simcon Oliver $187,150
Previous Owner Wallach Michael $160,752
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
10/12/2021 10/12/21 Rented $1,900 +2.7% --
08/10/2021 08/10/21 For Rent $1,850 +3.1% --
07/19/2020 07/19/20 Rented $1,795 0.0% --
06/24/2020 06/24/20 For Rent $1,795 0.0% --
07/01/2019 07/01/19 Sold $260,000 -3.7% $132 / Sq Ft
05/21/2019 05/21/19 Pending -- -- --
05/08/2019 05/08/19 Price Changed $269,999 -1.8% $137 / Sq Ft
04/17/2019 04/17/19 For Sale $275,000 -- $140 / Sq Ft

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
2024 $2,516 $286,400 $55,000 $231,400
2023 $2,410 $286,400 $55,000 $231,400
2022 $2,389 $286,400 $55,000 $231,400
2021 $2,389 $286,400 $55,000 $231,400
2020 $2,000 $196,500 $38,000 $158,500
2019 $2,001 $196,500 $38,000 $158,500
2018 $2,001 $196,500 $38,000 $158,500
2017 $2,056 $196,500 $38,000 $158,500
2016 $2,070 $196,500 $38,000 $158,500
2015 $2,095 $196,500 $38,000 $158,500
2014 -- $211,530 $35,000 $176,530
Source: Public Records

Agents Affiliated with this Home

  • M

    Seller's Agent in 2021

    Ming Fan

    Paragon Real Estate Group

    (704) 806-8378

    23 Total Sales

    Ming Fan
    Section Image
  • Nicki Dembek

    Seller's Agent in 2019

    Nicki Dembek

    Cross Keys LLC

    (267) 254-5552

    166 Total Sales

    Nicki Dembek
    Section Image
  • Kevin Fu

    Buyer's Agent in 2019

    Kevin Fu

    Paragon Real Estate Group

    (828) 446-7674

    44 Total Sales

    Kevin Fu
    Section Image
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Map

North Carolina Union County Matthews 28104

5029 Haven Lodge Rd, Matthews, NC

This home is located at 5029 Haven Lodge Rd, Matthews, NC 28104 and is currently estimated at $418,440, approximately $212 per square foot. 5029 Haven Lodge Rd is a home located in Union County with nearby schools including Stallings Elementary School, Porter Ridge Middle School, and Porter Ridge High School.

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.

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