Seller's Agent in 2024
Linda Shields
Luxe Places International Realty
9 in this area
26 Total Sales
55 Helena Ave Lakeport, CA 95453
Estimated Value: $313,000 - $363,000
4
Beds
2
Baths
1,536
Sq Ft
$219/Sq Ft
Est. Value
Highlights
- Fishing
- Lake View
- Community Lake
- Clear Lake High School Rated A-
- Lake Privileges
- Property is near a park
About This Home
As of July 2024Double up on the income from this Lakeport Duplex! Located in town close to public transit, close to the lake, and just minutes from the nearby stores. Already established with a long-time tenant in one unit and the upper unit just became available. Each unit has 2 bedrooms, 1 bathroom and are clean and comfortable! A newly installed 220 and 110 heat pump unit for heating/air. The upstairs unit is open beam with windows looking out to Mt Konocti and a peek a boo lake view! There is a lake front optional amenity for $160.00 per year and is just a short walk down the road where you can enjoy a nice picnic on the lake, take a kayak out, or fish the day away! The backyard has a nice garden area with patio, and the upper unit has a large deck to take in the sun! Live in one, rent the other, invest for the future!
Last Agent to Sell the Property
Luxe Places International Realty Brokerage Phone: 707-245-6848 License #01310636 Listed on: 04/03/2024
Property Details
Home Type
- Multi-Family
Est. Annual Taxes
- $3,688
Year Built
- Built in 1959
Lot Details
- 3,485 Sq Ft Lot
- 1 Common Wall
- Rural Setting
- Partially Fenced Property
- Redwood Fence
- Level Lot
- Garden
- Back Yard
Property Views
- Lake
- Mountain
Home Design
- Duplex
- Traditional Architecture
- Composition Roof
Interior Spaces
- 1,536 Sq Ft Home
- 2-Story Property
- Carpet
- Electric Oven
Bedrooms and Bathrooms
- 4 Bedrooms
- 2 Bathrooms
Laundry
- Laundry Room
- Laundry Located Outside
Parking
- Parking Available
- Driveway Level
Utilities
- Central Heating and Cooling System
- Air Source Heat Pump
Additional Features
- Lake Privileges
- Property is near a park
Listing and Financial Details
- Tenant pays for cable TV
- Legal Lot and Block 8 / 3
- Assessor Parcel Number 025571040000
Community Details
Overview
- 2 Units
- Community Lake
Amenities
- Laundry Facilities
Recreation
- Fishing
- Bike Trail
Building Details
- 1 Separate Electric Meter
- 1 Separate Gas Meter
- 1 Separate Water Meter
- Electric Expense $3,000
- Insurance Expense $1,320
- Water Sewer Expense $3,600
- Operating Expense $7,920
- Gross Income $28,200
- Net Operating Income $24,582
Ownership History
Date
Name
Owned For
Owner Type
Purchase Details
Listed on
Apr 3, 2024
Closed on
Jun 27, 2024
Sold by
Verity William J and Verity Midori A
Bought by
Rumfelt Brittany Shea
Seller's Agent
Linda Shields
Luxe Places International Realty
Buyer's Agent
Anne Mary Skeen
Country Air Properties
List Price
$335,000
Sold Price
$324,000
Premium/Discount to List
-$11,000
-3.28%
Views
24
Current Estimated Value
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$12,994
Avg. Annual Appreciation
3.45%
Original Mortgage
$307,800
Outstanding Balance
$304,363
Interest Rate
6.94%
Mortgage Type
New Conventional
Estimated Equity
$32,631
Purchase Details
Closed on
Dec 6, 2006
Sold by
Mwv Investments Llc
Bought by
Verity William J and Verity Midori A
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$213,500
Interest Rate
6.12%
Mortgage Type
Unknown
Purchase Details
Closed on
Aug 4, 2005
Sold by
Verity William J and Verity Midori A
Bought by
Mwv Investments Llc
Purchase Details
Closed on
Jan 26, 2005
Sold by
Grinols Debra K
Bought by
Verity William J and Verity Midori A
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$134,000
Interest Rate
6%
Mortgage Type
Fannie Mae Freddie Mac
Purchase Details
Closed on
May 23, 2003
Sold by
Jory Ruth
Bought by
Grinols Debra K
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$110,400
Interest Rate
9.25%
Mortgage Type
Purchase Money Mortgage
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 |
|---|---|---|---|
| Rumfelt Brittany Shea | $324,000 | Orange Coast Title | |
| Verity William J | -- | None Available | |
| Mwv Investments Llc | -- | -- | |
| Verity William J | $215,000 | Fidelity National Title | |
| Grinols Debra K | -- | Fidelity National Title |
Source: Public Records
Mortgage History
| Date | Status | Borrower | Loan Amount |
|---|---|---|---|
| Open | Rumfelt Brittany Shea | $307,800 | |
| Previous Owner | Verity William J | $205,050 | |
| Previous Owner | Verity William J | $213,500 | |
| Previous Owner | Verity William J | $134,000 | |
| Previous Owner | Grinols Debra K | $110,400 |
Source: Public Records
Property History
| Date | Event | Price | Change | Sq Ft Price |
|---|---|---|---|---|
| 07/05/2024 07/05/24 | Sold | $324,000 | -0.3% | $211 / Sq Ft |
| 05/15/2024 05/15/24 | Price Changed | $325,000 | -3.0% | $212 / Sq Ft |
| 04/03/2024 04/03/24 | For Sale | $335,000 | -- | $218 / 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 | $3,688 | $292,824 | $74,815 | $218,009 |
| 2023 | $3,618 | $287,084 | $73,349 | $213,735 |
| 2022 | $3,551 | $281,456 | $71,911 | $209,545 |
| 2021 | $3,519 | $275,938 | $70,501 | $205,437 |
| 2020 | $3,412 | $230,000 | $40,000 | $190,000 |
| 2019 | $2,973 | $111,000 | $35,000 | $76,000 |
| 2018 | $1,329 | $111,000 | $35,000 | $76,000 |
| 2017 | $1,345 | $111,000 | $35,000 | $76,000 |
| 2016 | $1,320 | $111,000 | $35,000 | $76,000 |
| 2015 | $1,324 | $111,000 | $35,000 | $76,000 |
| 2014 | $1,252 | $111,000 | $35,000 | $76,000 |
Source: Public Records
Agents Affiliated with this Home
-
Linda Shields
-
Anne Mary Skeen
Buyer's Agent in 2024
Anne Mary Skeen
Country Air Properties
(707) 264-9073
17 in this area
75 Total Sales
Map
Source: California Regional Multiple Listing Service (CRMLS)
MLS Number: LC24065286
APN: 025-571-040-000
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Based on information from California Regional Multiple Listing Service, Inc. and /or other sources. All data, including all measurements and calculations of area, is obtained from various sources and has not been, and will not be, verified by broker or MLS. All information should be independently reviewed and verified for accuracy. Properties may or may not be listed by the office/agent presenting the information
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