NOT LISTED FOR SALE

5340 Broadway Terrace Unit 507 Oakland, CA 94618

Rockridge Neighborhood

Estimated Value: $721,000 - $780,320

2 Beds
2 Baths
1,072 Sq Ft
$570/mo HOA Fee

Last Sold April 02, 2021

Last sale price $820,000 $765 Per Sq Ft

Est. 8% decrease in value since last sale

Current estimated payment $5,725/month

117 Days on Market

Highlights

  • Gated Community
  • Downtown View
  • Solid Surface Countertops
  • Chabot Elementary School Rated A-
  • Contemporary Architecture
  • Breakfast Bar

About This Home

As of April 2021

A very charming, extremely clean, well kept & attractive unit in the prestigious Heritage of Claremont. Captivating rear views of the hills, water & city lights! In the heart of Upper Rockridge near 5 star restaurants, boutiques, gourmet markets, bakeries, & more! Enjoy a coffee or a cocktail as your eyes wander over the serene views of the hills & city lights! The rear wall is made up of expansive glass for your viewing pleasure. Near the Claremont C.C., Rockridge BART, TransBay Bus, AC Transit & more! New paint, carpet, updated kitchen, gas fireplace, etc. A grand view from the living & dining areas with a gas fireplace for the colder nights. This is a MUST see! Some photos have been virtually staged.

Last Agent to Sell the Property

Dave Nardi

Windermere Diablo Realty License #00593831 Listed on: 11/07/2020

Windermere Diablo Realty

Last Buyer's Agent

Out Of Area Non Member

Bay East Aor

Property Details

Home Type

  • Condominium

Est. Annual Taxes

  • $12,778

Year Built

  • Built in 1971

Lot Details

  • 0.49

HOA Fees

  • $570 Monthly HOA Fees

Parking

  • 1 Car Garage
  • Tuck Under Parking

Property Views

  • Downtown
  • Hills

Home Design

  • Contemporary Architecture
  • Slab Foundation
  • Stucco

Interior Spaces

  • 1-Story Property
  • Brick Fireplace
  • Gas Fireplace
  • Living Room with Fireplace

Kitchen

  • Breakfast Bar
  • Electric Cooktop
  • Free-Standing Range
  • Microwave
  • Dishwasher
  • Solid Surface Countertops
  • Disposal

Flooring

  • Carpet
  • Vinyl

Bedrooms and Bathrooms

  • 2 Bedrooms
  • 2 Full Bathrooms

Home Security

Accessible Home Design

  • Stepless Entry

Utilities

  • No Cooling
  • Heating Available
  • 220 Volts in Kitchen

Listing and Financial Details

  • Assessor Parcel Number 48A703374

Community Details

Overview

  • Association fees include common area maintenance, common hot water, exterior maintenance, hazard insurance, management fee, trash, water/sewer
  • 46 Units
  • Heritage Of Claremont Association, Phone Number (800) 610-0757
  • Upper Rockridge Subdivision

Amenities

  • Laundry Facilities

Pet Policy

  • Call for details about the types of pets allowed

Security

  • Gated Community
  • Carbon Monoxide Detectors
  • Fire and Smoke Detector

Property Details

Home Type

Condominium

Est. Annual Taxes

$12,778

Year Built

Built in 1971

Lot Details

0

HOA Fees

$570 per month

Parking

1

Listing Details

  • Stories: 1
  • Year Built: 1971
  • Property Sub Type: Condominium
  • Prop. Type: Residential
  • Subdivision Name: UPPER ROCKRIDGE
  • Directions: CA24/Broadway/Broadway Terrace
  • Architectural Style: Contemporary
  • Building Name: Heritage Of Claremont
  • Carport Y N: No
  • Entry Level: 5
  • Garage Yn: Yes
  • Unit Levels: One Story, One
  • New Construction: No
  • Efficiency: Other
  • ResoPropertyType: Residential
  • ResoBuildingAreaSource: PublicRecords
  • Special Features: None

Interior Features

  • Flooring: Vinyl, Carpet
  • Appliances: Dishwasher, Electric Range, Disposal, Microwave, Free-Standing Range, Refrigerator
  • Accessibility Features: None
  • Full Bathrooms: 2
  • Total Bedrooms: 2
  • Entry Location: No Steps to Entry
  • Fireplace Features: Brick, Gas, Living Room
  • Fireplaces: 1
  • Fireplace: Yes
  • Interior Amenities: Elevator, Breakfast Bar, Counter - Solid Surface
  • Room Kitchen Features: 220 Volt Outlet, Breakfast Bar, Counter - Solid Surface, Dishwasher, Electric Range/Cooktop, Garbage Disposal, Microwave, Range/Oven Free Standing, Refrigerator

Exterior Features

  • Lot Features: No Lot
  • Pool Features: None
  • Pool Private: No
  • View: City Lights, Downtown, Hills
  • View: Yes
  • Construction Type: Stucco
  • Exterior Features: No Yard
  • Foundation Details: Slab
  • Property Condition: Existing

Garage/Parking

  • Garage Spaces: 1
  • Attached Garage: No
  • Covered Parking Spaces: 1
  • Parking Features: Space Per Unit - 1, Below Building Parking

Utilities

  • Heating: Electric
  • Utilities: Cable Available
  • Cooling: None
  • Laundry Features: Community Facility
  • Security: Carbon Monoxide Detector(s), Smoke Detector(s)
  • Cooling Y N: No
  • Heating Yn: Yes
  • Electric: No Solar, 220 Volts in Kitchen
  • Electricity On Property: Yes
  • Sewer: Public Sewer
  • Water Source: Public

Condo/Co-op/Association

  • Amenities: Gated
  • Association Fee: 570
  • Association Fee Frequency: Monthly
  • Association Name: Heritage of Claremont
  • Phone: 800-610-0757
  • Association: Yes
  • Pets Allowed: Call, Other
  • ResoAssociationFeeFrequency: Monthly

Fee Information

  • Association Fee Includes: Common Area Maint, Common Hot Water, Exterior Maintenance, Hazard Insurance, Management Fee, Trash, Water/Sewer

Lot Info

  • Parcel Number: 48A703374
  • ResoLotSizeUnits: Acres

Multi Family

  • Number Of Units In Community: 46

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Nov 7, 2020
Closed on
Mar 24, 2021
Sold by
Penna James J
Bought by
Tong Robert Jonathan
Seller's Agent
Dave Nardi
Windermere Diablo Realty
Buyer's Agent
Out Of Area Non Member
Bay East Aor
List Price
$825,000
Sold Price
$820,000
Premium/Discount to List
-$5,000
-0.61%
Current Estimated Value
$750,580

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
-$69,420
Avg. Annual Appreciation
-1.44%
Original Mortgage
$540,000
Outstanding Balance
$487,055
Interest Rate
2.8%
Mortgage Type
New Conventional
Estimated Equity
$282,419

Purchase Details

Closed on
Nov 13, 2017
Sold by
Penna Properties L P
Bought by
Penna John and Penna James J

Purchase Details

Closed on
Sep 24, 2014
Sold by
Penna Properties
Bought by
The Heritage Of Claremont Homeowners Ass

Purchase Details

Closed on
Nov 15, 2000
Sold by
Orr Forrest C and Orr Johnson D
Bought by
Penna Properties

Purchase Details

Closed on
Sep 7, 1999
Sold by
Orr Forrest C and Orr Pauline D
Bought by
Orr Forrest Catolet and Johnson Pauline Dustin

Purchase Details

Closed on
Apr 8, 1999
Sold by
Orr Forrest C and Orr Pauline D
Bought by
Orr Forrest C and Johnson Pauline D

Purchase Details

Closed on
Jul 21, 1997
Sold by
Cavanaugh Lillian and Jennings Elena H
Bought by
Orr Forrest C and Orr Pauline D

Purchase Details

Closed on
Oct 11, 1995
Sold by
Ward Becky Mosher
Bought by
Cavanaugh Lillian
Source: Public Records

Range of Values:

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Average Value
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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
Tong Robert Jonathan $820,000 Chicago Title Company
Penna Justice Donna Maria -- Chicago Title Company
Penna John -- None Available
The Heritage Of Claremont Homeowners Ass -- None Available
Penna Properties $360,000 Chicago Title Co
Orr Forrest Catolet -- --
Orr Forrest C -- --
Orr Forrest C $189,000 Commonwealth Land Title Co
Cavanaugh Lillian $185,000 Fidelity National Title Ins
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Tong Robert Jonathan $540,000
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
02/04/2025 02/04/25 Off Market $820,000 -- --
04/02/2021 04/02/21 Sold $820,000 -0.6% $765 / Sq Ft
03/04/2021 03/04/21 Pending -- -- --
03/01/2021 03/01/21 For Sale $825,000 0.0% $770 / Sq Ft
02/19/2021 02/19/21 Pending -- -- --
12/26/2020 12/26/20 Price Changed $825,000 -8.3% $770 / Sq Ft
11/07/2020 11/07/20 For Sale $899,900 -- $839 / Sq Ft
Source: Contra Costa Association of REALTORS®

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 $12,778 $887,584 $266,275 $621,309
2024 $12,778 $870,183 $261,055 $609,128
2023 $13,467 $853,127 $255,938 $597,189
2022 $11,669 $836,400 $250,920 $585,480
2021 $8,265 $501,120 $150,336 $350,784
2020 $8,199 $495,981 $148,794 $347,187
2019 $7,877 $486,258 $145,877 $340,381
2018 $7,715 $476,725 $143,017 $333,708
2017 $7,416 $467,380 $140,214 $327,166
2016 $7,158 $458,218 $137,465 $320,753
2015 $7,121 $451,338 $135,401 $315,937
2014 $7,196 $442,500 $132,750 $309,750
Source: Public Records

Agents Affiliated with this Home

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Map

Source: Contra Costa Association of REALTORS®

MLS Number: 40928452

Contra Costa Association of REALTORS®

APN: 048A-7033-074-00