NOT LISTED FOR SALE

5237 Shell Mound Cir Punta Gorda, FL 33982

Estimated Value: $294,000 - $308,000

2 Beds
2 Baths
1,614 Sq Ft
$188/Sq Ft Est. Value

Last Sold August 11, 2020

Last sale price $202,000 $125 Per Sq Ft

Est. 50% increase in value since last sale

Current estimated payment $2,035/month

242 Days on Market

Highlights

  • 25 Feet of Waterfront
  • Gated Community
  • Community Pool
  • New Construction
  • Solid Surface Countertops
  • Den

About This Home

As of August 2020

Become a new homeowner in the beautiful gated community of Calusa Creek, located in historic Punta Gorda in Charlotte County. This Express "SMART HOME" has a north west exposure from your lanai, enjoy those gorgeous evenings sipping your favorite beverage. The JEMISON floor plan features 1,614 square feet of living space with 2 bedrooms & a flex room with double French doors, 2 full baths and a 2 car garage. Home is nicely appointed with sienna stained wood cabinets in the kitchen and bathrooms with 18" tile floors in all the common areas. Calusa Creek features very low HOA fees and NO CDD! Don't forget to ask about our closing incentives. * Photographs, colors, features, and sizes are for illustration purposes only and will vary from the homes as built.

Last Agent to Sell the Property

Debra Thomas

EXPRESS REALTY OF SOUTHWEST FL License #3050172 Listed on: 11/14/2019

EXPRESS REALTY OF SOUTHWEST FL

Last Buyer's Agent

Robbie Sifrit

MARINA PARK REALTY LLC License #677747

MARINA PARK REALTY LLC

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $364

Year Built

  • Built in 2019 | New Construction

Lot Details

  • 6,500 Sq Ft Lot
  • 25 Feet of Waterfront
  • Lake Front
  • Southeast Facing Home
  • Irrigation
  • Property is zoned RMF12

HOA Fees

  • $95 Monthly HOA Fees

Parking

  • 2 Car Attached Garage

Property Views

  • Water
  • Pool

Home Design

  • Slab Foundation
  • Shingle Roof
  • Block Exterior
  • Stucco

Interior Spaces

  • 1,614 Sq Ft Home
  • 1-Story Property
  • French Doors
  • Sliding Doors
  • Combination Dining and Living Room
  • Den
  • Hurricane or Storm Shutters

Kitchen

  • Eat-In Kitchen
  • Range
  • Microwave
  • Ice Maker
  • Dishwasher
  • Solid Surface Countertops
  • Solid Wood Cabinet

Flooring

  • Carpet
  • Tile

Bedrooms and Bathrooms

  • 2 Bedrooms
  • Split Bedroom Floorplan
  • Walk-In Closet
  • 2 Full Bathrooms

Laundry

  • Laundry Room
  • Dryer
  • Washer

Schools

  • East Elementary School
  • Punta Gorda Middle School
  • Charlotte High School

Utilities

  • Central Heating and Cooling System
  • Thermostat
  • Electric Water Heater
  • Cable TV Available

Listing and Financial Details

Community Details

Overview

  • Association fees include community pool, insurance, maintenance structure, ground maintenance, maintenance repairs, manager, security
  • Star Hospitality Association, Phone Number (941) 575-6764
  • Built by D.R. Horton
  • Calusa Creek Subdivision, Jemison Floorplan
  • Calusa Creek Community
  • The community has rules related to deed restrictions
  • Rental Restrictions

Recreation

  • Community Playground
  • Community Pool

Security

  • Gated Community

Home Details

Home Type

Single Family

Est. Annual Taxes

$364

Year Built

Built in 2019 | New Construction

Lot Details

0

HOA Fees

$95 per month

Parking

2

Listing Details

  • HOA Fee Includes: Community Pool, Insurance, Maintenance Structure, Maintenance Grounds, Maintenance Repairs, Manager, Security
  • Property Type: Residential
  • Property Condition: Completed
  • Property Sub Type: Single Family Residence
  • Construction Materials: Block, Stucco
  • Fireplace: No
  • Living Area: 1614
  • Lot Size Acres: 0.15
  • New Construction: Yes
  • Year Built: 2019
  • Building Area Total: 2217
  • Lot Size Sq Ft: 6500
  • Directions to Property: From I-75, exit on SR17, north approximately 2 miles, entrance on the right.
  • Status: Sold
  • Down Payment Resource URL: https://www.workforce-resource.com/dpr/listing/MFRMLS/N6107945?w=Agent&skip_sso=true
  • Down Payment Resource URL 2: https://www.workforce-resource.com/dpr/listing/MFRMLS/N6107945?w=Customer
  • Homestead Y N: No
  • Total Acreage: Non-Applicable
  • Unit Number Y N: No
  • Ratio: Close Price\List Price: 0.9885
  • Price per Sq Ft: 125.15
  • Close to Original List Price Ratio: 0.9742
  • Ratio: Current Price\Building Area Total: 91.11
  • View: Yes
  • Ownership: Fee Simple
  • ResoBuildingAreaSource: Builder
  • Tax Year: 2019
  • Special Features: NewHome

Interior Features

  • Living Area Units: Square Feet
  • Flooring: Carpet, Tile
  • Full Bathrooms: 2
  • Interior Amenities: Eating Space In Kitchen, Living Room/Dining Room Combo, Solid Surface Counters, Solid Wood Cabinets, Split Bedroom, Thermostat, Walk-In Closet(s), Window Treatments
  • Appliances Included: Dishwasher, Dryer, Electric Water Heater, Ice Maker, Microwave, Range, Refrigerator, Washer
  • Foundation Details: Slab
  • Total Bedrooms: 2
  • Levels: One
  • Spa Yn: No
  • Stories: 1
  • Street Number Modifier: 5237
  • Room Count: 6
  • Additional Rooms: Den/Library/Office
  • ResoLivingAreaSource: Builder

Exterior Features

  • Direction Faces: Southeast
  • Exterior Features: French Doors, Hurricane Shutters, Irrigation System, Sliding Doors
  • Roof: Shingle
  • Pool Private: No
  • View: Pool, Water
  • Waterfront: Yes
  • Road Surface Type: Paved
  • Water View Y N: No
  • Water Access Y N: No
  • Water Extras Y N: No
  • Waterfront Frontage: 25
  • Water Frontage Feet Lake: 25

Garage/Parking

  • Attached Garage: Yes
  • Carport Y N: No
  • Garage Spaces: 2
  • Garage Yn: Yes
  • Covered Parking Spaces: 2
  • Open Parking: No

Utilities

  • Utilities: Cable Available, Street Lights
  • Cooling: Central Air
  • Heating: Central, Electric
  • Laundry Features: Inside, Laundry Room
  • Sewer: None
  • Water Source: Canal/Lake For Irrigation
  • Cooling Y N: Yes
  • Heating Yn: Yes

Condo/Co-op/Association

  • Community Features: Deed Restrictions, Gated Community, Playground, Pool
  • Association Amenities: Gated, Playground, Pool
  • Association Fee: 285
  • Association Fee Frequency: Quarterly
  • Association Name: Star Hospitality
  • Phone: 941-575-6764
  • Association: Yes
  • Security: Gated Community
  • Senior Community: No
  • Association Fee Requirement: Required
  • Association Approval Required YN: Yes

Fee Information

  • Total Annual Fees: 1140
  • Monthly HOA Fee: 95
  • Total Monthly Fees: 95

Schools

  • Elementary School: East Elementary
  • High School: Charlotte High
  • Middle Or Junior School: Punta Gorda Middle

Lot Info

  • Zoning: RMF12
  • Parcel Number: 402334434012
  • Additional Parcels: No
  • Flood Zone Code: x
  • ResoLotSizeUnits: SquareFeet

Building Info

  • Builder Name: D.R. Horton

Rental Info

  • Pets Allowed: Yes
  • Minimum Lease: 7 Months
  • Approval Process: N/A
  • Num Timesper Year: 1
  • Lease Restrictions Y N: Yes
  • Additional Lease Restrictions: N/A

Tax Info

  • Tax Annual Amount: 363.99
  • Tax Book Number: 20/3H
  • Tax Lot: 41

Multi Family

  • Waterfront Features: Lake

Ownership History

Date Name Owned For Owner Type

Purchase Details

Closed on
Apr 7, 2022
Sold by
Jane Klein Helen
Bought by
Klein Helen Jane
Current Estimated Value
$303,856

Purchase Details

Listed on
Nov 14, 2019
Closed on
Aug 11, 2020
Sold by
D R Horton Inc
Bought by
Klein Helen Jane
Seller's Agent
Debra Thomas
EXPRESS REALTY OF SOUTHWEST FL
Buyer's Agent
Robbie Sifrit
MARINA PARK REALTY LLC
List Price
$205,350
Sold Price
$202,000
Premium/Discount to List
-$3,350
-1.63%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
8.44%
Original Mortgage
$202,000
Interest Rate
3%
Mortgage Type
VA
Source: Public Records

Range of Values:

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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
Klein Helen Jane -- None Listed On Document
Klein Helen Jane $202,000 Dhi Title Of Florida Inc
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Previous Owner Klein Helen Jane $202,000
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
08/11/2020 08/11/20 Sold $202,000 -1.1% $125 / Sq Ft
07/13/2020 07/13/20 Pending -- -- --
04/20/2020 04/20/20 Price Changed $204,350 -0.5% $127 / Sq Ft
04/05/2020 04/05/20 For Sale $205,350 0.0% $127 / Sq Ft
03/16/2020 03/16/20 Pending -- -- --
02/07/2020 02/07/20 Price Changed $205,350 -1.9% $127 / Sq Ft
02/03/2020 02/03/20 Price Changed $209,350 +0.5% $130 / Sq Ft
12/05/2019 12/05/19 Price Changed $208,350 +0.5% $129 / Sq Ft
11/14/2019 11/14/19 For Sale $207,350 -- $128 / Sq Ft
Source: Stellar MLS

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
2023 $3,415 $246,244 $0 $0
2022 $3,353 $239,072 $22,441 $216,631
2021 $3,429 $177,640 $18,701 $158,939
2020 $364 $17,001 $17,001 $0
2019 $364 $17,001 $17,001 $0
2018 $211 $0 $0 $0
Source: Public Records

Agents Affiliated with this Home

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Map

Source: Stellar MLS

MLS Number: N6107945

Stellar MLS

APN: 402334434012