Estimated Value: $5,683,000 - $6,802,000
4
Beds
3.5
Baths
3,200
Sq Ft
$1,951/Sq Ft
Est. Value
Highlights
- Primary Bedroom Suite
- Cape Cod Architecture
- Bonus Room
- Newport Elementary School Rated A
- Wood Flooring
- Great Room
About This Home
As of October 2012Custom built in 1998 this large home sits on Balboa's Peninsula Point. This 4 bedrooms 3 1/2 bath home features an open kitchen with top of the line appliances and granite counter tops. Beautiful master retreat with a peaceful sitting area is complete with a fireplace and views of the bay. Large upstairs bonus room is the perfect place for entertaining. Bay views from master bedroom and front porth, this is a great full time residence or weekend beach retreat.
Last Agent to Sell the Property
Pacific Sotheby's Int'l Realty License #01210754 Listed on: 03/22/2012
Home Details
Home Type
- Single Family
Est. Annual Taxes
- $30,627
Year Built
- Built in 1998
Parking
- 2 Car Attached Garage
Home Design
- Cape Cod Architecture
Interior Spaces
- 3,200 Sq Ft Home
- Fireplace
- French Doors
- Great Room
- Family Room Off Kitchen
- Bonus Room
Flooring
- Wood
- Carpet
Bedrooms and Bathrooms
- 4 Bedrooms
- Primary Bedroom Suite
- Jack-and-Jill Bathroom
Outdoor Features
- Balcony
- Patio
Utilities
- Forced Air Heating System
- Sewer Paid
Listing and Financial Details
- Legal Lot and Block 13 / 27
- Assessor Parcel Number 04823327
Ownership History
Date
Name
Owned For
Owner Type
Purchase Details
Closed on
Jun 15, 2015
Sold by
Shepherd Stephen and Shepherd Carrie
Bought by
Shepherd Stephen R and Shepherd Family Trust
Total Days on Market
173
Current Estimated Value
Purchase Details
Listed on
Mar 22, 2012
Closed on
Sep 17, 2012
Sold by
Hyde Timothy A and Hyde Nancy L
Bought by
Shepherd Stephen and Shepherd Carrie
Seller's Agent
Kim Bibb
Pacific Sotheby's Int'l Realty
Buyer's Agent
Jim Jacobs
Jim Jacobs Realty
List Price
$2,599,000
Sold Price
$2,380,000
Premium/Discount to List
-$219,000
-8.43%
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
7.61%
Original Mortgage
$1,200,000
Interest Rate
3.5%
Mortgage Type
New Conventional
Purchase Details
Closed on
Feb 28, 2007
Sold by
Bishop Thomas A and Bishop Jean B
Bought by
Hyde Timothy A and Hyde Nancy L
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$243,500
Interest Rate
6.15%
Mortgage Type
Credit Line Revolving
Purchase Details
Closed on
Feb 8, 2002
Sold by
Malliet Brian K and Malliet Brenda
Bought by
Bishop Thomas A and Bishop Jean B
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
Interest Rate
3.25%
Purchase Details
Closed on
Sep 7, 1999
Sold by
807 Lido Partners Llc
Bought by
Malliet Brian K and Malliet Brenda
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$761,840
Interest Rate
7%
Similar Homes in the area
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
Average Home Value in this Area
Purchase History
| Date | Buyer | Sale Price | Title Company |
|---|---|---|---|
| Shepherd Stephen R | -- | None Available | |
| Shepherd Stephen | $2,380,000 | First American Title Company | |
| Hyde Timothy A | $3,220,000 | Ticor Title | |
| Bishop Thomas A | $1,410,000 | Equity Title Company | |
| Malliet Brian K | $1,062,000 | First American Title Ins Co |
Source: Public Records
Mortgage History
| Date | Status | Borrower | Loan Amount |
|---|---|---|---|
| Open | Shepherd Stephen R | $978,286 | |
| Closed | Shepherd Stephen | $1,200,000 | |
| Closed | Shepherd Stephen | $1,200,000 | |
| Previous Owner | Hyde Timothy A | $1,400,000 | |
| Previous Owner | Hyde Timothy A | $250,000 | |
| Previous Owner | Hyde Timothy A | $1,500,000 | |
| Previous Owner | Hyde Timothy A | $243,500 | |
| Previous Owner | Hyde Timothy A | $2,332,500 | |
| Previous Owner | Bishop Thomas A | $1,000,000 | |
| Previous Owner | Bishop Thomas A | $1,000,000 | |
| Previous Owner | Malliet Brian K | $761,840 |
Source: Public Records
Property History
| Date | Event | Price | Change | Sq Ft Price |
|---|---|---|---|---|
| 10/26/2012 10/26/12 | Sold | $2,380,000 | -4.8% | $744 / Sq Ft |
| 09/04/2012 09/04/12 | Price Changed | $2,499,000 | -3.8% | $781 / Sq Ft |
| 03/22/2012 03/22/12 | For Sale | $2,599,000 | -- | $812 / Sq Ft |
Source: California Regional Multiple Listing Service (CRMLS)
Tax History Compared to Growth
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 | $30,627 | $2,873,330 | $2,301,839 | $571,491 |
| 2023 | $29,911 | $2,816,991 | $2,256,705 | $560,286 |
| 2022 | $29,416 | $2,761,756 | $2,212,456 | $549,300 |
| 2021 | $28,852 | $2,707,604 | $2,169,074 | $538,530 |
| 2020 | $28,575 | $2,679,841 | $2,146,832 | $533,009 |
| 2019 | $27,982 | $2,627,296 | $2,104,738 | $522,558 |
| 2018 | $27,423 | $2,575,781 | $2,063,469 | $512,312 |
| 2017 | $26,938 | $2,525,276 | $2,023,009 | $502,267 |
| 2016 | $26,332 | $2,475,761 | $1,983,342 | $492,419 |
| 2015 | $26,085 | $2,438,573 | $1,953,550 | $485,023 |
| 2014 | $25,470 | $2,390,805 | $1,915,282 | $475,523 |
Source: Public Records
Agents Affiliated with this Home
-
Kim Bibb
Seller's Agent in 2012
Kim Bibb
Pacific Sotheby's Int'l Realty
(714) 396-0185
52 in this area
123 Total Sales
-
Jim Jacobs
Buyer's Agent in 2012
Jim Jacobs
Jim Jacobs Realty
(949) 689-4200
1 in this area
11 Total Sales
Map
Source: California Regional Multiple Listing Service (CRMLS)
MLS Number: U12001167
APN: 048-233-27
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