Seller's Agent in 2020
Kaila Lindsey
EXP Realty LLC Ballantyne
(704) 559-9169
237 Total Sales
5500 Monticello Dr NW Concord, NC 28027
Estimated Value: $504,132 - $553,000
4
Beds
2.5
Baths
2,810
Sq Ft
$186/Sq Ft
Est. Value
Highlights
- Open Floorplan
- Wood Flooring
- Tennis Courts
- Transitional Architecture
- Community Pool
- Fireplace
About This Home
As of September 2020Beautiful home with abundant upgrades, stylish finishes and open floor plan. You are welcomed into the home by gleaming new hardwood floors. The updated kitchen is equip with SS appliances, tile back splash & beautiful granite. Easily entertain from the kitchen through the dine in area and into the living room. Tall ceilings throughout leading to a quiet, secluded, tree shaded yard with custom built covered patio. Also on the main floor is a personal home gym (or easily converted to a home office). Upstairs, retreat to a relaxing master suite with tall ceilings and large light filled windows. Three additional bedrooms and oversized bonus room. The home also sits on a cul-de-sac street close to Concord/Charlotte. Please note additional AC window unit in bonus room is there due to sellers job working on servers which produce large amounts of heat.
Last Agent to Sell the Property
EXP Realty LLC Ballantyne License #285764 Listed on: 07/02/2020
Home Details
Home Type
- Single Family
Year Built
- Built in 1995
Lot Details
- Home fronts a stream
- Many Trees
HOA Fees
- $35 Monthly HOA Fees
Parking
- Attached Garage
Home Design
- Transitional Architecture
- Stone Siding
- Vinyl Siding
Interior Spaces
- Open Floorplan
- Fireplace
- Crawl Space
- Pull Down Stairs to Attic
- Oven
Flooring
- Wood
- Tile
Bedrooms and Bathrooms
- Walk-In Closet
Outdoor Features
- Shed
- Outdoor Gas Grill
Utilities
- High Speed Internet
- Cable TV Available
Listing and Financial Details
- Assessor Parcel Number 5509-29-6669-0000
Community Details
Overview
- Henderson Properties Association, Phone Number (704) 970-4155
Recreation
- Tennis Courts
- Community Pool
Ownership History
Date
Name
Owned For
Owner Type
Purchase Details
Listed on
Jul 2, 2020
Closed on
Sep 2, 2020
Sold by
Zielinski Kathleen and Wagner Jeremy
Bought by
Mathes Kyle William and Mathes Katie Ann
Seller's Agent
Kaila Lindsey
EXP Realty LLC Ballantyne
Buyer's Agent
Tracy Rowland
Tracy Rowland Real Estate Inc.
List Price
$360,000
Sold Price
$353,000
Premium/Discount to List
-$7,000
-1.94%
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
$174,335
Avg. Annual Appreciation
8.58%
Original Mortgage
$282,400
Outstanding Balance
$253,010
Interest Rate
2.8%
Mortgage Type
New Conventional
Estimated Equity
$277,479
Purchase Details
Listed on
Apr 16, 2018
Closed on
Jun 7, 2018
Sold by
Jacobs Jeremy and Jacobs Lacee
Bought by
Zielinski Kathleen and Wagner Jeremy
Seller's Agent
Jason Adams
Southland, Realtors LLC
Buyer's Agent
Jason Adams
Southland, Realtors LLC
List Price
$344,900
Sold Price
$344,000
Premium/Discount to List
-$900
-0.26%
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
1.16%
Original Mortgage
$309,600
Interest Rate
4.5%
Mortgage Type
New Conventional
Purchase Details
Closed on
Jun 23, 2015
Sold by
Capone Daniel
Bought by
Jacobs Jeremy and Jacobs Lacee
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$275,793
Interest Rate
3.87%
Mortgage Type
FHA
Purchase Details
Closed on
Feb 24, 2004
Sold by
Capone Darby
Bought by
Capone Daniel
Purchase Details
Closed on
Apr 12, 2002
Sold by
Michaels Paul G and Michaels Kristy L
Bought by
Capone Daniel and Capone Darby
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$220,000
Interest Rate
6.8%
Purchase Details
Closed on
Jul 22, 1999
Sold by
Robinson Gerald G and Robinson Elaine
Bought by
Michaels Paul G and Michaels Kristy L
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$179,200
Interest Rate
6.5%
Purchase Details
Closed on
May 28, 1998
Sold by
Gray Lester L and Gray Amy T
Bought by
Robinson Gerald G and Robinson Elaine
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$176,000
Interest Rate
7.11%
Purchase Details
Closed on
Jul 1, 1996
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 |
|---|---|---|---|
| Mathes Kyle William | $353,000 | None Available | |
| Zielinski Kathleen | $344,000 | None Available | |
| Jacobs Jeremy | $295,000 | None Available | |
| Capone Daniel | -- | -- | |
| Capone Daniel | $232,000 | -- | |
| Michaels Paul G | $224,000 | -- | |
| Robinson Gerald G | $220,000 | -- | |
| -- | $212,000 | -- |
Source: Public Records
Mortgage History
| Date | Status | Borrower | Loan Amount |
|---|---|---|---|
| Open | Mathes Kyle William | $282,400 | |
| Previous Owner | Zielinski Kathleen | $309,600 | |
| Previous Owner | Jacobs Jeremy | $275,793 | |
| Previous Owner | Capone Daniel | $207,902 | |
| Previous Owner | Capone Daniel | $217,500 | |
| Previous Owner | Capone Daniel | $47,000 | |
| Previous Owner | Capone Daniel | $213,000 | |
| Previous Owner | Capone Daniel | $37,000 | |
| Previous Owner | Capone Daniel | $245,000 | |
| Previous Owner | Capone Daniel | $11,600 | |
| Previous Owner | Capone Daniel | $220,451 | |
| Previous Owner | Capone Daniel | $220,000 | |
| Previous Owner | Michaels Paul G | $179,200 | |
| Previous Owner | Robinson Gerald G | $176,000 |
Source: Public Records
Property History
| Date | Event | Price | Change | Sq Ft Price |
|---|---|---|---|---|
| 09/02/2020 09/02/20 | Sold | $353,000 | -1.9% | $126 / Sq Ft |
| 07/13/2020 07/13/20 | Pending | -- | -- | -- |
| 07/02/2020 07/02/20 | For Sale | $360,000 | +4.7% | $128 / Sq Ft |
| 06/11/2018 06/11/18 | Sold | $344,000 | -0.3% | $122 / Sq Ft |
| 04/24/2018 04/24/18 | Pending | -- | -- | -- |
| 04/16/2018 04/16/18 | For Sale | $344,900 | -- | $123 / Sq Ft |
Source: Canopy MLS (Canopy Realtor® Association)
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 | $4,932 | $495,150 | $100,000 | $395,150 |
| 2023 | $4,106 | $336,570 | $58,000 | $278,570 |
| 2022 | $4,106 | $336,570 | $58,000 | $278,570 |
| 2021 | $4,106 | $336,570 | $58,000 | $278,570 |
| 2020 | $4,106 | $336,570 | $58,000 | $278,570 |
| 2019 | $3,532 | $289,530 | $47,000 | $242,530 |
| 2018 | $3,474 | $289,530 | $47,000 | $242,530 |
| 2017 | $3,416 | $289,530 | $47,000 | $242,530 |
| 2016 | $2,027 | $232,640 | $47,000 | $185,640 |
| 2015 | $2,745 | $232,640 | $47,000 | $185,640 |
| 2014 | $2,745 | $232,640 | $47,000 | $185,640 |
Source: Public Records
Agents Affiliated with this Home
-
-
Buyer's Agent in 2020
Tracy Rowland
Tracy Rowland Real Estate Inc.
(704) 236-9752
110 Total Sales
-
Seller's Agent in 2018
Jason Adams
Southland, Realtors LLC
(704) 699-2695
56 Total Sales
Map
Source: Canopy MLS (Canopy Realtor® Association)
MLS Number: CAR3635325
APN: 5509-29-6669-0000
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