NOT LISTED FOR SALE

5444 Vista de Fortuna #3 Rancho Santa Fe, CA 92067

Estimated Value: $6,534,000 - $7,415,000

4 Beds
6 Baths
6,900 Sq Ft
$1,013/Sq Ft Est. Value

About This Home

This home is located at 5444 Vista de Fortuna #3, Rancho Santa Fe, CA 92067 and is currently estimated at $6,986,743, approximately $1,012 per square foot. 5444 Vista de Fortuna #3 is a home located in San Diego County with nearby schools including R. Roger Rowe Elementary School, Torrey Pines High School, and Encinitas Country Day School.

Ownership History

Date Name Owned For Owner Type

Purchase Details

Closed on
Jun 27, 2019
Sold by
Jupp Peter Anthony and Jupp Beth Ann Stewart
Bought by
Jupp Peter Anthony and Jupp Beth Ann Stewart
Current Estimated Value
$6,986,743

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$2,325,000
Interest Rate
2.75%
Mortgage Type
Adjustable Rate Mortgage/ARM

Purchase Details

Closed on
Mar 18, 2015
Sold by
Jupp Peter Anthony and Jupp Beth Stewart
Bought by
The Jupp Family Trust

Purchase Details

Closed on
Apr 25, 2014
Sold by
Jupp Peter Anthony and Jupp Beth Stewart
Bought by
Jupp Peter Anthony and Jupp Beth Stewart

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$2,400,000
Interest Rate
4.1%
Mortgage Type
Credit Line Revolving

Purchase Details

Closed on
Dec 24, 2012
Sold by
Jupp Peter Anthony and Jupp Beth Stewart
Bought by
The Jupp Family Trust

Purchase Details

Closed on
Aug 1, 2012
Sold by
Jarrett Dennis and Jarrett Jennifer
Bought by
Jupp Peter Anthony and Jupp Beth Stewart

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$2,376,500
Interest Rate
3.25%
Mortgage Type
New Conventional

Purchase Details

Closed on
Oct 13, 2011
Sold by
Mutch Teresa A
Bought by
Mutch Teresa A

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$2,000,000
Interest Rate
4.02%
Mortgage Type
New Conventional

Purchase Details

Closed on
Sep 28, 2011
Sold by
Davis Rosemarie
Bought by
Jarrett Dennis and Jarrett Jennifer

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$2,000,000
Interest Rate
4.02%
Mortgage Type
New Conventional

Purchase Details

Closed on
Jul 21, 2008
Sold by
S & G Construction Llc
Bought by
Davis Rosemarie

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$500,000
Interest Rate
6.43%
Mortgage Type
Unknown

Purchase Details

Closed on
Nov 1, 2004
Sold by
Pacific Bell Telephone Co
Bought by
Schofield William and Schofield Gertrude Dolese

Purchase Details

Closed on
Nov 2, 2000
Sold by
Hahn Ronald E
Bought by
Hdgt Llc

Purchase Details

Closed on
Nov 11, 1999
Sold by
Rancho La Noria L L C
Bought by
Finley Steven A and Finley Amy N

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$1,800,000
Interest Rate
7.82%
Mortgage Type
Balloon

Purchase Details

Closed on
May 26, 1999
Sold by
03-31-97 Keeth Q P R T and 03-31-97 Shirley
Bought by
The Madura Family Ltd Partnership

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$45,000
Interest Rate
7.4%
Mortgage Type
Unknown

Purchase Details

Closed on
Dec 6, 1995
Sold by
Parker John E
Bought by
Parker John E

Purchase Details

Closed on
Oct 7, 1994
Sold by
Brooke Mary Elizabeth Rodolf
Bought by
Brooke Betty R

Purchase Details

Closed on
Aug 9, 1994
Sold by
Kelts Benjamin D
Bought by
Kelts Benjamin D

Purchase Details

Closed on
Feb 9, 1994
Sold by
Schmidt James F and Schmidt Joan G
Bought by
Schmidt James F and Schmidt Joan G
Source: Public Records

Range of Values:

Collateral Analytics

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ICE

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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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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
Jupp Peter Anthony -- Chicago Title Company
The Jupp Family Trust -- None Available
Jupp Peter Anthony -- Ticor Title
Jupp Peter Anthony -- Ticor Title
The Jupp Family Trust -- Ticor Title Company Of Calif
Jupp Peter Anthony $3,395,000 Ticor Title San Diego Branch
Mutch Teresa A -- None Available
Jarrett Dennis $3,256,000 California Title Company
Davis Rosemarie -- First American Title
Schofield William -- --
Hdgt Llc $318,000 --
Finley Steven A -- First American Title
The Madura Family Ltd Partnership -- Chicago Title Co
Parker John E -- --
Brooke Betty R -- --
Brooke Betty R -- --
Kelts Benjamin D -- --
Schmidt James F -- Old Republic Title Company
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Jupp Peter Anthony $2,600,000
Closed Jupp Peter Anthony $2,325,000
Closed Jupp Peter Anthonyy $2,408,000
Closed Jupp Peter Anthony $2,400,000
Previous Owner Jupp Peter Anthony $2,376,500
Previous Owner Jarrett Dennis $2,000,000
Previous Owner Baldwin Stuart $500,000
Previous Owner Davis Rosemarie $2,730,000
Previous Owner S&G Construction Llc $4,127,500
Previous Owner Trevino Carlos F $500,000
Previous Owner S & G Construction Llc $4,494,000
Previous Owner S & G Construction Llc $1,222,500
Previous Owner S & G Construction Llc $9,000,000
Previous Owner Buncher Leslie B $100,000
Previous Owner Erlbeck Kurt $150,000
Previous Owner Erlbeck Kurt $150,000
Previous Owner Erlbeck Kurt $170,000
Previous Owner Zemen Sheldon R $500,000
Previous Owner Finley Steven A $1,800,000
Previous Owner Buncher Leslie B $45,000
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 $45,071 $4,180,691 $1,717,838 $2,462,853
2024 $45,071 $4,098,717 $1,684,155 $2,414,562
2023 $43,949 $4,018,351 $1,651,133 $2,367,218
2022 $43,316 $3,939,560 $1,618,758 $2,320,802
2021 $42,580 $3,862,315 $1,587,018 $2,275,297
2020 $42,195 $3,822,713 $1,570,746 $2,251,967
2019 $41,397 $3,747,759 $1,539,948 $2,207,811
2018 $40,680 $3,674,274 $1,509,753 $2,164,521
2017 $45,141 $3,602,230 $1,480,150 $2,122,080
2016 $40,466 $3,531,599 $1,451,128 $2,080,471
2015 $38,051 $3,478,552 $1,429,331 $2,049,221
2014 $37,296 $3,410,413 $1,401,333 $2,009,080
Source: Public Records

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