NOT LISTED FOR SALE

5515 Monticello Dr NW Concord, NC 28027

Estimated Value: $540,000 - $578,532

4 Beds
3 Baths
3,070 Sq Ft
$182/Sq Ft Est. Value

About This Home

This home is located at 5515 Monticello Dr NW, Concord, NC 28027 and is currently estimated at $558,633, approximately $181 per square foot. 5515 Monticello Dr NW is a home located in Cabarrus County with nearby schools including Carl A. Furr Elementary School, Harold E. Winkler Middle School, and Dogwood Classical Academy.

Ownership History

Date Name Owned For Owner Type

Purchase Details

Closed on
Jun 29, 2005
Sold by
Burke Lisa
Bought by
Halterman Michael J and Halterman Susan K
Current Estimated Value
$557,646

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$224,800
Interest Rate
5.66%
Mortgage Type
Fannie Mae Freddie Mac

Purchase Details

Closed on
Oct 28, 2003
Sold by
Moran John G
Bought by
Burke Lisa

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$187,000
Interest Rate
4.5%
Mortgage Type
Unknown

Purchase Details

Closed on
Nov 20, 2002
Sold by
Prudential Residential Svcs Ltd Prtnrshp
Bought by
Moran John G and Burke Lisa

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$184,000
Interest Rate
5%

Purchase Details

Closed on
Oct 7, 2002
Sold by
Spinella Matthew J and Spinella Laura W
Bought by
Prudential Residential Svcs Ltd Prtnrshp

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$184,000
Interest Rate
5%
Source: Public Records

Range of Values:

Collateral Analytics

Collateral Analytics Collateral Analytics AVMs (Automated Valuation Model) employ a number of statistical approaches combined with neighborhood-specific comparable selection guarantees the most up-to-date and precise valuations.

Not Available

Collateral Analytics does not have data for the current month. Please view the chart for historical values.

ICE

ICE Mortgage Technology ICE Mortgage Technology’s AVM (Automated Valuation Model) is a state-of-the-art online residential property valuation tool that provides a quick and accurate estimate of the value of almost any home in the U.S.

Not Available

ICE Mortgage Technology does not have data for the current month. Please view the chart for historical values.

First American

First American First American Data & Analytics’ next-generation AVM combines unrivaled data assets with a blended ensemble of valuation models to produce highly accurate, reliable valuations you can trust.

Not Available

First American does not have data for the current month. Please view the chart for historical values.

Quantarium

Quantarium Quantarium’s valuation service, repeatedly proven the industry’s most accurate and comprehensive, is supercharged with a self-learning and auto-tuning AI engine that continually becomes smarter and more accurate as it processes daily inputs from the industry’s leading RE data lake.

Not Available

Quantarium does not have data for the current month. Please view the chart for historical values.

Average Value
Not Available
List Price
Sold Price
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

Source: Public Records

Average Home Value in this Area

Source: Public Records

Purchase History

Date Buyer Sale Price Title Company
Halterman Michael J $281,000 --
Burke Lisa -- --
Moran John G $284,000 --
Prudential Residential Svcs Ltd Prtnrshp -- --
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Halterman Michael J $210,000
Closed Halterman Michael J $237,671
Closed Halterman Michael J $224,800
Previous Owner Burke Lisa H $187,000
Previous Owner Moran John G $184,000
Previous Owner Teal Vincent W $180,500
Previous Owner Teal Vincent W $180,000
Closed Halterman Michael J $28,100
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
2024 $5,220 $524,060 $100,000 $424,060
2023 $4,189 $343,330 $58,000 $285,330
2022 $4,189 $343,330 $58,000 $285,330
2021 $4,189 $343,330 $58,000 $285,330
2020 $4,189 $343,330 $58,000 $285,330
2019 $3,605 $295,500 $47,000 $248,500
2018 $3,546 $295,500 $47,000 $248,500
2017 $3,487 $295,500 $47,000 $248,500
2016 $2,069 $263,930 $47,000 $216,930
2015 $3,114 $263,930 $47,000 $216,930
2014 $3,114 $263,930 $47,000 $216,930
Source: Public Records

Map

North Carolina Cabarrus County Concord 28027

5515 Monticello Dr NW, Concord, NC

This home is located at 5515 Monticello Dr NW, Concord, NC 28027 and is currently estimated at $558,633, approximately $181 per square foot. 5515 Monticello Dr NW is a home located in Cabarrus County with nearby schools including Carl A. Furr Elementary School, Harold E. Winkler Middle School, and Dogwood Classical Academy.

Disclaimer: Certain information contained herein is derived from information provided by parties other than Homes.com. All information provided is deemed reliable, but is not guaranteed to be accurate and should be independently verified.

Nearby Homes