NOT LISTED FOR SALE

5214 S Montecito Dr Concord, CA 94521

Estimated Value: $1,440,703 - $1,668,000

5 Beds
5 Baths
3,386 Sq Ft
$456/Sq Ft Est. Value

About This Home

This home is located at 5214 S Montecito Dr, Concord, CA 94521 and is currently estimated at $1,544,176, approximately $456 per square foot. 5214 S Montecito Dr is a home located in Contra Costa County with nearby schools including Highlands Elementary School, Mt. Diablo Elementary School, and Pine Hollow Middle School.

Ownership History

Date Name Owned For Owner Type

Purchase Details

Closed on
Sep 20, 2023
Sold by
Powell David L and Powell David R
Bought by
David Humphrey And Katie Powell Living Trust and Humphrey
Current Estimated Value
$1,544,176

Purchase Details

Closed on
Oct 11, 2012
Sold by
Serendib Management Services Llc
Bought by
Powell Karie L and Humphrey David R

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$400,000
Interest Rate
3.58%
Mortgage Type
New Conventional

Purchase Details

Closed on
Aug 23, 2012
Sold by
Kim Sung Soo and Kim Young Yi
Bought by
Serendib Management Services Llc

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$400,000
Interest Rate
3.58%
Mortgage Type
New Conventional

Purchase Details

Closed on
Dec 18, 2006
Sold by
Bartolomei Steve A
Bought by
Kim Sung Soo and Kim Young Yi

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$741,600
Interest Rate
6.16%
Mortgage Type
New Conventional

Purchase Details

Closed on
Nov 8, 2004
Sold by
Bartolomei Annette L
Bought by
Bartolomei Steve A

Purchase Details

Closed on
Jul 23, 2003
Sold by
Sincpac Llc
Bought by
Bartolomei Steve A

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$650,000
Interest Rate
3.94%
Mortgage Type
Purchase Money Mortgage
Source: Public Records

Range of Values:

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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.

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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.

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First American

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Quantarium

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Average Value
Not Available
List Price
Sold Price
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Purchase History

Date Buyer Sale Price Title Company
David Humphrey And Katie Powell Living Trust -- None Listed On Document
Powell Karie L $680,000 North American Title Company
Serendib Management Services Llc $585,100 None Available
Kim Sung Soo $927,000 Stewart Title Of Ca Inc
Bartolomei Steve A -- First American Title
Bartolomei Steve A $824,000 First American Title
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Previous Owner Powell Karie L $400,000
Previous Owner Kim Sung Soo $741,600
Previous Owner Bartolomei Steve A $650,000
Closed Bartolomei Steve A $50,000
Source: Public Records

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 $10,171 $837,359 $295,535 $541,824
2024 $9,738 $820,941 $289,741 $531,200
2023 $9,738 $804,845 $284,060 $520,785
2022 $9,615 $789,065 $278,491 $510,574
2021 $9,386 $773,594 $273,031 $500,563
2019 $9,211 $750,651 $264,934 $485,717
2018 $8,866 $735,934 $259,740 $476,194
2017 $8,577 $721,505 $254,648 $466,857
2016 $8,355 $707,358 $249,655 $457,703
2015 $8,277 $696,733 $245,905 $450,828
2014 $8,150 $683,086 $241,089 $441,997
Source: Public Records

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