Seller's Agent in 2023
Sue Kohl
Berkshire Hathaway HomeServices California Properties
(310) 720-3400
3 in this area
52 Total Sales
551 Lincoln Blvd Santa Monica, CA 90402
North of Montana NeighborhoodEstimated Value: $6,563,000 - $7,073,000
5
Beds
5.5
Baths
4,557
Sq Ft
$1,491/Sq Ft
Est. Value
Highlights
- Detached Guest House
- Spa
- Wood Flooring
- Roosevelt Elementary School Rated A+
- Fireplace in Primary Bedroom
- 4-minute walk to Holbrook Park
About This Home
As of August 2023Ideally located North of Montana Avenue, with unlimited shopping and dining opportunities, this authentic Spanish gem has been tastefully updated while maintaining its romantic original character. Tall hedges and a wooden gate provide complete privacy from the street. There is an expansive front lawn with a tiled path to the front door entry. The entrance foyer leads to a large, formal living room with fireplace, original arched doorways and high vaulted ceilings featuring intricately designed beams. Beyond the living room is the formal dining room with original wooden built-in cabinetry. The open kitchen features a large center island with breakfast bar and wine refrigerator, a built-in desk area and stainless appliances. Beyond the kitchen and center hall is an expansive family room with fireplace and French doors opening to the completely re-imagined Mediterranean styled backyard, gardens and ADU. The first floor includes an elegant guest suite, powder room, den/office and laundry room. Upstairs there are two guest suites in addition to the primary, which overlooks the rear gardens. The spacious primary bedroom suite provides a fireplace, walk-in closet and an expansive, updated bath. The back and side yards provide magnificently landscaped areas for entertaining and al fresco dining. The guest house at the rear, with separate entry, includes an enormous living room with kitchen plus a beautiful bedroom suite. There is ample room in both the backyard and side yard for a pool. Ocean view bluffs are just blocks away. The one-car garage and separate one-car uncovered parking space are accessed from the back alley.
Last Agent to Sell the Property
Berkshire Hathaway HomeServices California Properties License #00560679 Listed on: 06/12/2023
Co-Listed By
Berkshire Hathaway HomeServices California Properties License #01864392
Home Details
Home Type
- Single Family
Est. Annual Taxes
- $65,616
Year Built
- Built in 1928
Lot Details
- 7,505 Sq Ft Lot
- Lot Dimensions are 50x150
- West Facing Home
- Property is zoned SMR1*
Parking
- 1 Car Detached Garage
Home Design
- Spanish Architecture
Interior Spaces
- 4,557 Sq Ft Home
- 2-Story Property
- Built-In Features
- Gas Fireplace
- Entryway
- Family Room with Fireplace
- 3 Fireplaces
- Living Room with Fireplace
- Formal Dining Room
- Home Office
- Wood Flooring
- Security System Owned
Kitchen
- Breakfast Bar
- Microwave
- Freezer
- Dishwasher
- Disposal
Bedrooms and Bathrooms
- 5 Bedrooms
- Fireplace in Primary Bedroom
- Walk-In Closet
- Powder Room
- Spa Bath
Laundry
- Laundry Room
- Dryer
- Washer
Pool
- Spa
- Room in yard for a pool
Additional Features
- Open Patio
- Detached Guest House
- Central Heating and Cooling System
Community Details
- No Home Owners Association
Listing and Financial Details
- Assessor Parcel Number 4280-021-014
Ownership History
Date
Name
Owned For
Owner Type
Purchase Details
Listed on
Jun 12, 2023
Closed on
Jun 26, 2023
Sold by
Amalfi Holdings Llc
Bought by
Cla Family Trust and Alberstone
Seller's Agent
Sue Kohl
Berkshire Hathaway HomeServices California Properties
Buyer's Agent
Gary I Glass
Christie's International Real Estate SoCal
List Price
$5,895,000
Sold Price
$5,600,000
Premium/Discount to List
-$295,000
-5%
Views
81
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
$1,195,047
Avg. Annual Appreciation
9.95%
Original Mortgage
$3,360,000
Outstanding Balance
$3,281,422
Interest Rate
6.67%
Mortgage Type
New Conventional
Estimated Equity
$3,513,625
Purchase Details
Listed on
Apr 26, 2021
Closed on
May 12, 2021
Sold by
Ballon Ian and Ballon Masifa M
Bought by
Amalfi Holdings Llc
Seller's Agent
Cindy Ambuehl
Christie's International Real Estate SoCal
Buyer's Agent
Sue Kohl
Berkshire Hathaway HomeServices California Properties
List Price
$4,795,000
Sold Price
$4,835,000
Premium/Discount to List
$40,000
0.83%
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
6.94%
Purchase Details
Listed on
Apr 19, 2016
Closed on
Jul 21, 2016
Sold by
Weiss Karynne Gail and Popper Marvin M
Bought by
Ballon Ian and Ballon Masifa M
Seller's Agent
Susan Keefer
Berkshire Hathaway HomeServices California Properties
Buyer's Agent
Susan Keefer
Berkshire Hathaway HomeServices California Properties
List Price
$3,399,000
Sold Price
$3,250,000
Premium/Discount to List
-$149,000
-4.38%
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
8.57%
Original Mortgage
$2,925,000
Interest Rate
2.62%
Mortgage Type
Adjustable Rate Mortgage/ARM
Purchase Details
Closed on
Jul 25, 2011
Sold by
Popper Marvin M and Popper Betty
Bought by
Popper Marvin M and Popper Betty
Purchase Details
Closed on
Apr 4, 2005
Sold by
Weiss Karynne Gail
Bought by
Weiss Karynne Gail and Popper Marvin M
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$1,500,000
Interest Rate
4.49%
Mortgage Type
Negative Amortization
Purchase Details
Closed on
Mar 21, 2005
Sold by
Weiss Michael Howard
Bought by
Weiss Karynne Gail and Popper Karynne Gail
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$1,500,000
Interest Rate
4.49%
Mortgage Type
Negative Amortization
Purchase Details
Closed on
Feb 8, 1996
Sold by
Lewis Richard Charles and Lewis Richard Kenneth
Bought by
Weiss Michael H and Weiss Karynne G
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$650,000
Interest Rate
6.87%
Purchase Details
Closed on
Jan 22, 1996
Sold by
Lewis Renuka Pandya
Bought by
Lewis Richard Charles
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$650,000
Interest Rate
6.87%
Purchase Details
Closed on
Mar 8, 1995
Sold by
Lewis Richard Charles and The Richard Charles Lewis Trus
Bought by
Lewis Richard Charles and Lewis Richard Kenneth
Purchase Details
Closed on
Mar 18, 1994
Sold by
Lewis Richard Charles
Bought by
Lewis Richard Charles
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$100,000
Interest Rate
4.85%
Purchase Details
Closed on
Jan 5, 1994
Sold by
Lewis Richard Charles
Bought by
Lewis Richard Charles
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 |
|---|---|---|---|
| Cla Family Trust | $5,600,000 | California Title Company | |
| Amalfi Holdings Llc | $4,835,000 | Fidelity National Title Co | |
| Ballon Ian | $3,250,000 | Lawyers Title | |
| Popper Marvin M | -- | None Available | |
| Weiss Karynne Gail | -- | Chicago Title Co | |
| Popper Marvin M | -- | Chicago Title Co | |
| Weiss Karynne Gail | -- | Chicago Title Co | |
| Weiss Michael H | $850,000 | Equity Title Company | |
| Lewis Richard Charles | -- | Equity Title | |
| Lewis Richard Charles | -- | -- | |
| Lewis Richard Charles | -- | North American Title Company | |
| Lewis Richard Charles | -- | -- |
Source: Public Records
Mortgage History
| Date | Status | Borrower | Loan Amount |
|---|---|---|---|
| Open | Cla Family Trust | $3,360,000 | |
| Previous Owner | Ballon Ian | $2,925,000 | |
| Previous Owner | Weiss Karynne Gail | $1,544,000 | |
| Previous Owner | Weiss Karynne Gail | $1,500,000 | |
| Previous Owner | Weiss Michael H | $1,130,000 | |
| Previous Owner | Weiss Michael H | $980,000 | |
| Previous Owner | Weiss Michael H | $910,000 | |
| Previous Owner | Weiss Michael H | $75,000 | |
| Previous Owner | Weiss Michael H | $650,000 | |
| Previous Owner | Lewis Richard Charles | $100,000 |
Source: Public Records
Property History
| Date | Event | Price | Change | Sq Ft Price |
|---|---|---|---|---|
| 08/04/2023 08/04/23 | Sold | $5,600,000 | -5.0% | $1,229 / Sq Ft |
| 06/30/2023 06/30/23 | Pending | -- | -- | -- |
| 06/12/2023 06/12/23 | For Sale | $5,895,000 | +21.9% | $1,294 / Sq Ft |
| 05/28/2021 05/28/21 | Sold | $4,835,000 | +0.8% | $1,141 / Sq Ft |
| 05/02/2021 05/02/21 | Pending | -- | -- | -- |
| 04/26/2021 04/26/21 | For Sale | $4,795,000 | +47.5% | $1,132 / Sq Ft |
| 07/29/2016 07/29/16 | Sold | $3,250,000 | -4.4% | $882 / Sq Ft |
| 04/19/2016 04/19/16 | For Sale | $3,399,000 | -- | $923 / Sq Ft |
Source: The MLS
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 |
|---|---|---|---|---|
| 2025 | $65,616 | $5,712,000 | $3,866,820 | $1,845,180 |
| 2024 | $65,616 | $5,600,000 | $3,791,000 | $1,809,000 |
| 2023 | $59,254 | $5,030,333 | $3,389,935 | $1,640,398 |
| 2022 | $58,553 | $4,931,700 | $3,323,466 | $1,608,234 |
| 2021 | $41,473 | $3,484,655 | $2,787,724 | $696,931 |
| 2020 | $41,194 | $3,448,925 | $2,759,140 | $689,785 |
| 2019 | $40,792 | $3,381,300 | $2,705,040 | $676,260 |
| 2018 | $38,310 | $3,315,000 | $2,652,000 | $663,000 |
| 2016 | $14,203 | $1,192,836 | $719,634 | $473,202 |
| 2015 | $14,018 | $1,174,920 | $708,825 | $466,095 |
| 2014 | $13,821 | $1,151,906 | $694,941 | $456,965 |
Source: Public Records
Agents Affiliated with this Home
-
Sue Kohl
-
Courtney Kohl Paulson
Seller Co-Listing Agent in 2023
Courtney Kohl Paulson
Berkshire Hathaway HomeServices California Properties
(310) 230-3700
2 in this area
20 Total Sales
-
Gary I Glass
Buyer's Agent in 2023
Gary I Glass
Christie's International Real Estate SoCal
(310) 820-9343
2 in this area
23 Total Sales
-
Cindy Ambuehl
Seller's Agent in 2021
Cindy Ambuehl
Christie's International Real Estate SoCal
(818) 489-0282
10 in this area
122 Total Sales
-
N
Seller Co-Listing Agent in 2021
Nikki Gwaltney
Compass
-
S
Seller's Agent in 2016
Susan Keefer
Berkshire Hathaway HomeServices California Properties
Map
Source: The MLS
MLS Number: 23-279461
APN: 4280-021-014
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