NOT LISTED FOR SALE

Estimated Value: $974,000 - $1,221,000

2 Beds
2.5 Baths
2,149 Sq Ft
$533/Sq Ft Est. Value

Last Sold September 24, 2019

Last sale price $700,000 $326 Per Sq Ft

Est. 64% increase in value since last sale

Current estimated payment $7,116/month

18 Days on Market

Highlights

  • Ocean View
  • Fitness Center
  • Spa
  • Golf Course Community
  • 24-Hour Security
  • Senior Community

About This Home

As of September 2019

This Athos model in the Village of Portofino is a DETACHED home with VIEWS! It has a downstairs Master Bedroom & Bath & walk-in closet. There is a Living Room & Dining area & Family room with a fireplace. Kitchen has Granite Counters, center island & a 4 burner-gas stove top & pantry. Upstairs is 1 Bedroom/ 1 bath with expanded Loft with a large view balcony. Located in a 55+ Active Gated community of Ocean Hills Country Club with 350 acres of rolling hills about 3.5 miles from the Ocean. Ocean Hills is gated with 24/7 on-duty controlled access and community patrol. Homes are pre-wired for alarms which with a telephone landline installed can report fire, police and medical emergencies to the HOA monitored central facility for a fast response for emergencies. HOA dues include front yard and common area landscaping and maintenance, exterior home painting, roof maintenance, basic Cable T.V.and all Amenities.
The amenities include an 18 hole executive golf course with no green fees, Bocce ball, an Olympic-sized salt water pool & Jacuzzi, lighted courts for pickle ball, and tennis, pet park, shuffle board courts and much more.. The 27,000 s/f/ clubhouse features an auditorium for parties, dances and entertainment events, a library, arts/crafts studios, billiards room, music studio, computer lab and 2 fitness centers with Nautilus equipment. There are over 50 clubs for you to enjoy including garden, choral, wine tasting, ballroom and square dancing and many more.

Last Agent to Sell the Property

Coleen Brennan

Engel & Völkers Newport Beach License #01003247 Listed on: 03/13/2019

Engel & Völkers Newport Beach

Co-Listed By

Linda Wheeler

Engel & Völkers Newport Beach License #01358827

Last Buyer's Agent

Sue Silva

Coldwell Banker Realty License #00519107

Coldwell Banker Realty

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $2,785

Year Built

  • Built in 1998

Lot Details

  • 4,864 Sq Ft Lot
  • Landscaped
  • Paved or Partially Paved Lot
  • Lawn

HOA Fees

  • $481 Monthly HOA Fees

Parking

  • 2 Car Attached Garage
  • Parking Available
  • Single Garage Door

Property Views

  • Ocean
  • Golf Course
  • Mountain

Interior Spaces

  • 2,149 Sq Ft Home
  • Family Room with Fireplace
  • Family Room Off Kitchen
  • Loft
  • Laundry Room

Kitchen

  • Open to Family Room
  • Kitchen Island
  • Granite Countertops

Bedrooms and Bathrooms

  • 2 Bedrooms | 1 Primary Bedroom on Main
  • Walk-In Closet

Pool

  • Spa

Utilities

  • Forced Air Heating and Cooling System
  • Septic Type Unknown

Listing and Financial Details

  • Tax Lot 64
  • Tax Tract Number 12630
  • Assessor Parcel Number 1695013200

Community Details

Overview

  • Senior Community
  • Ocean Hills Country Club Association, Phone Number (760) 758-7080

Amenities

  • Sauna
  • Clubhouse
  • Banquet Facilities
  • Billiard Room
  • Meeting Room
  • Card Room

Recreation

  • Golf Course Community
  • Tennis Courts
  • Bocce Ball Court
  • Fitness Center
  • Community Pool
  • Community Spa

Security

  • 24-Hour Security

Home Details

Home Type

Single Family

Est. Annual Taxes

$2,785

Year Built

Built in 1998

Lot Details

0

HOA Fees

$481 per month

Parking

2

Listing Details

  • Assessments: Yes
  • Ad Number: 949-254-4209
  • Other Phone Description: Linda Wheeler
  • Other Phone Number: 949-254-4209
  • Property Attached: No
  • Security: 24 Hour Security, Gated Community, Gated with Guard
  • View: Yes
  • Property Sub Type: Single Family Residence
  • Property Type: Residential
  • Parcel Number: 1695013200
  • Year Built: 1998
  • Special Features: None

Interior Features

  • Fireplace: Yes
  • Living Area: 2149.00 Square Feet
  • Common Walls: No Common Walls
  • Full Bathrooms: 2
  • Full And Three Quarter Bathrooms: 2
  • Half Bathrooms: 1
  • Total Bedrooms: 2
  • Fireplace Features: Family Room
  • Levels: Two
  • Main Level Bathrooms: 2
  • Main Level Bedrooms: 1
  • Price Per Square Foot: 325.73
  • Room Type: Kitchen, Laundry, Loft, Main Floor Bedroom, Main Floor Master Bedroom, Walk-In Closet
  • Spa Features: Association, Community
  • Room Kitchen Features: Granite Counters, Kitchen Island, Kitchen Open To Family Room

Exterior Features

  • View: Golf Course, Mountain(s), Ocean
  • Pool Features: Association, Community
  • Pool Private: No
  • Spa: Yes

Garage/Parking

  • Attached Garage: Yes
  • Garage Spaces: 2.00
  • Parking: Yes
  • Parking Features: Garage, Garage - Single Door
  • Total Parking Spaces: 2.00

Utilities

  • Heating: Yes
  • Laundry: Yes
  • Heating Type: Forced Air
  • Laundry Features: Individual Room
  • Sewer: Unknown
  • Water Source: Public
  • Cooling: Central Air
  • Cooling: Yes

Condo/Co-op/Association

  • Association: Yes
  • Amenities: Pool, Spa/Hot Tub, Sauna, Golf Course, Tennis Court(s), Bocce Ball Court, Gym/Ex Room, Clubhouse, Billiard Room, Card Room, Banquet Facilities, Meeting Room, Pet Rules, Pets Permitted
  • Association Fee: 481.00
  • Association Fee Frequency: Monthly
  • Association Name: Ocean Hills Country Club
  • Phone: 7607587080
  • Senior Community: Yes
  • Community Features: Curbs, Sidewalks

Schools

  • School District: Vista Unified

Lot Info

  • Additional Parcels: No
  • Land Lease: No
  • Lot Features: Landscaped, Lawn, Paved
  • Lot Size Sq Ft: 4864.00
  • Lot Size Acres: 0.1117

Multi Family

  • Lease Considered: No
  • Lot Size Area: 4864.0000 Square Feet
  • Number Of Units Total: 1

Tax Info

  • Tax Lot: 64
  • Tax Tract Number: 12630

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Mar 13, 2019
Closed on
Sep 3, 2019
Sold by
Moran Nancie L and Lee Roy Wheeler Revocable Trus
Bought by
Henretty Jean and Henretty Family Trust
Seller's Agent
Coleen Brennan
Engel & Völkers Newport Beach
Buyer's Agent
Sue Silva
Coldwell Banker Realty
List Price
$725,000
Sold Price
$700,000
Premium/Discount to List
-$25,000
-3.45%
Total Days on Market
18
Current Estimated Value
$1,144,935

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$444,935
Avg. Annual Appreciation
9.00%

Purchase Details

Listed on
Feb 8, 2016
Closed on
Mar 11, 2016
Sold by
Sussman Jan
Bought by
Wheeler Lee R
Seller's Agent
Justin Miller
Beach City Brokers
Buyer's Agent
Brett Wheeler
Engel & Völkers Newport Beach
List Price
$679,000
Sold Price
$669,000
Premium/Discount to List
-$10,000
-1.47%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
1.30%
Original Mortgage
$363,000
Interest Rate
3.79%
Mortgage Type
New Conventional

Purchase Details

Closed on
Jun 13, 2005
Sold by
Sussman Kurt and Sussman Shirley Zacks
Bought by
Sussman Kurt and Kurt Sussman Revocable Trust

Purchase Details

Closed on
Apr 10, 1998
Sold by
Sussman Kurt
Bought by
Sussman Shirley Zacks

Purchase Details

Closed on
Oct 23, 1997
Sold by
M J Brock & Sons Inc
Bought by
Sussman Kurt

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
7.36%
Mortgage Type
Balloon
Source: Public Records

Range of Values:

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Average Value
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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
Henretty Jean $700,000 First American Title
Wheeler Lee R $669,000 Bnt Title Company Of Ca
Sussman Kurt -- --
Sussman Shirley Zacks -- --
Sussman Kurt $279,500 Lawyers Title
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Previous Owner Wheeler Lee R $363,000
Previous Owner Sussman Kurt $100,000
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
09/24/2019 09/24/19 Sold $700,000 -3.4% $326 / Sq Ft
03/31/2019 03/31/19 Pending -- -- --
03/13/2019 03/13/19 For Sale $725,000 +8.4% $337 / Sq Ft
03/21/2016 03/21/16 Sold $669,000 -1.5% $311 / Sq Ft
02/11/2016 02/11/16 Pending -- -- --
02/08/2016 02/08/16 For Sale $679,000 -- $316 / Sq Ft
Source: California Regional Multiple Listing Service (CRMLS)

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 $2,785 $259,987 $129,993 $129,994
2023 $2,716 $254,891 $127,445 $127,446
2022 $2,708 $249,895 $124,947 $124,948
2021 $2,646 $244,997 $122,498 $122,499
2020 $2,714 $242,485 $121,242 $121,243
2019 $7,728 $709,947 $424,483 $285,464
2018 $7,448 $696,027 $416,160 $279,867
2017 $7,309 $682,380 $408,000 $274,380
2016 $4,073 $376,702 $94,799 $281,903
2015 $4,058 $371,045 $93,376 $277,669
2014 $3,957 $363,777 $91,547 $272,230
Source: Public Records

Agents Affiliated with this Home

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Map

Source: California Regional Multiple Listing Service (CRMLS)

MLS Number: NP19057627

California Regional Multiple Listing Service (CRMLS)

APN: 169-501-32