NOT LISTED FOR SALE

620 W Elm St Lodi, CA 95240

Downtown Lodi Neighborhood

Estimated Value: $519,000 - $556,244

4 Beds
2 Baths
1,600 Sq Ft
$338/Sq Ft Est. Value

Last Sold May 01, 2019

Last sale price $380,000 $238 Per Sq Ft

Est. 39% increase in value since last sale

Current estimated payment $3,298/month

192 Days on Market

Highlights

  • No HOA
  • 1-Story Property
  • 3-minute walk to Emerson Park
  • Central Heating and Cooling System

About This Home

As of May 2019

Charming duplex within walking distance to downtown Lodi, Hutchins Street Square, City Library, restaurants, one block away from Emerson Park, newer roof, dual pane windows!

Last Agent to Sell the Property

Kim Brooks

Keller Williams Realty License #02074613 Listed on: 09/28/2018

Co-Listed By

Lane Pearson

Pearson Real Estate License #01055773

Last Buyer's Agent

Joseph Colangelo

RE/MAX Grupe Gold License #01982075

RE/MAX Grupe Gold

Property Details

Home Type

  • Multi-Family

Est. Annual Taxes

  • $4,491

Year Built

  • Built in 1918

Lot Details

  • 8,999

Home Design

  • Duplex
  • Composition Roof

Additional Features

  • 1-Story Property
  • 8,999 Sq Ft Lot
  • Central Heating and Cooling System

Listing and Financial Details

  • Tenant pays for electricity gas sewer trash collection
  • Assessor Parcel Number 037-223-05

Community Details

Overview

  • No Home Owners Association
  • 2 Units

Building Details

  • 2 Leased Units

Property Details

Home Type

Multi-Family

Est. Annual Taxes

$4,491

Year Built

Built in 1918

Lot Details

0

Listing Details

  • Property Type: ResidentialIncome
  • Property Subtype 1: Duplex
  • Year Built: 1918
  • Stories: 1
  • Special Features: None
  • Property Sub Type: MultiFamily

Interior Features

  • Appliances: Electric Cook Top,Gas Cook Top,Gas Water Heater
  • Flooring: Varies by Unit

Exterior Features

  • Construction Materials: Frame,Wood
  • Disclosures/Documents: CC&Rs,See Remarks
  • Listing Price: 385000.00
  • Roof: Composition

Garage/Parking

  • Parking Features: Garage,Street,Varies by Unit

Utilities

  • Cooling: Central
  • Heating: Central

Condo/Co-op/Association

  • Association Features: Varies By Unit
  • Association: No

Schools

  • Senior High School District: Lodi Unified

Lot Info

  • Zoning Description: Duplex (2 Units, Any Combination)
  • Lot Size Acres: 0.2066
  • Lot Size Sq Ft: 8999

Rental Info

  • Tenant Pays: Electricity,Gas,Sewer,Trash Collection

Multi Family

  • Gross Income: 2
  • Income Includes: Rent Only
  • Existing Lease Type: See Remarks
  • Number of Leased Units: 2
  • Number of Units: 2
  • Units Furnished: None

Tax Info

  • Assessor Parcel Number: 037-223-05
  • Bonds/Assessments/Taxes Description: Local Assessments
  • Bonds/Assessments/Taxes: Yes

MLS Schools

  • School District (County): San Joaquin

Ownership History

Date Name Owned For Owner Type

Purchase Details

Closed on
Aug 3, 2021
Sold by
Atkins Dan and Atkins Kristie
Bought by
Atkins Dan and Atkins Kristie
Current Estimated Value
$529,574

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$256,000
Outstanding Balance
$234,963
Interest Rate
2.8%
Estimated Equity
$291,224

Purchase Details

Listed on
Sep 28, 2018
Closed on
Apr 26, 2019
Sold by
Walsh Michael and Walsh Marcia D
Bought by
Atkins Dan and Shinn Kristie
Seller's Agent
Kim Brooks
Keller Williams Realty
Buyer's Agent
Joseph Colangelo
RE/MAX Grupe Gold
List Price
$399,500
Sold Price
$380,000
Premium/Discount to List
-$19,500
-4.88%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
5.34%
Original Mortgage
$285,000
Interest Rate
4.2%
Mortgage Type
New Conventional

Purchase Details

Closed on
Aug 25, 2017
Sold by
Walsh Marcia D
Bought by
Walsh Michael E and Walsh Marcia D

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$200,000
Interest Rate
3.75%
Mortgage Type
Adjustable Rate Mortgage/ARM

Purchase Details

Closed on
Mar 21, 2011
Sold by
Walsh Michael
Bought by
Walsh Marcia D

Purchase Details

Closed on
May 16, 2007
Sold by
Riggle Robert O and The Robert & Vi Riggle Trust
Bought by
Riggle Robert O and Walsh Marcia D
Source: Public Records

Range of Values:

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Average Value
Not Available
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
Atkins Dan -- Stewart Title Of Ca Inc
Atkins Dan $380,000 Old Republic Title Co San
Walsh Michael E -- Fidelity National Title Co
Walsh Marcia D -- Chicago Title Company
Walsh Marcia D $125,000 Chicago Title Company
Riggle Robert O -- None Available
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Atkins Dan $256,000
Closed Atkins Dan $256,000
Closed Atkins Dan $285,000
Previous Owner Walsh Michael E $200,000
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
05/01/2019 05/01/19 Sold $380,000 0.0% $238 / Sq Ft
04/30/2019 04/30/19 Off Market $380,000 -- --
04/08/2019 04/08/19 Pending -- -- --
02/27/2019 02/27/19 Price Changed $385,000 -3.6% $241 / Sq Ft
02/26/2019 02/26/19 For Sale $399,500 0.0% $250 / Sq Ft
02/06/2019 02/06/19 Pending -- -- --
01/12/2019 01/12/19 Price Changed $399,500 -2.6% $250 / Sq Ft
12/14/2018 12/14/18 Price Changed $410,000 -4.5% $256 / Sq Ft
11/03/2018 11/03/18 Price Changed $429,500 -1.3% $268 / Sq Ft
09/28/2018 09/28/18 For Sale $435,000 -- $272 / Sq Ft
Source: MetroList

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 $4,491 $415,580 $147,640 $267,940
2023 $4,428 $407,433 $144,746 $262,687
2022 $4,330 $399,445 $141,908 $257,537
2021 $4,408 $391,614 $139,126 $252,488
2020 $4,294 $387,600 $137,700 $249,900
2019 $1,864 $167,074 $60,691 $106,383
2018 $1,838 $163,799 $59,501 $104,298
2017 $1,798 $160,588 $58,335 $102,253
2016 $1,686 $157,440 $57,191 $100,249
2014 $1,643 $152,039 $55,229 $96,810
Source: Public Records

Agents Affiliated with this Home

  • K

    Seller's Agent in 2019

    Kim Brooks

    Keller Williams Realty

    Section Image
  • Lane Pearson

    Seller Co-Listing Agent in 2019

    Lane Pearson

    Pearson Real Estate

    (209) 481-1017

    5 in this area

    45 Total Sales

    Section Image
  • Joseph Colangelo

    Buyer's Agent in 2019

    Joseph Colangelo

    RE/MAX

    (209) 986-7894

    3 in this area

    182 Total Sales

    Section Image
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Map

Source: MetroList

MLS Number: 18067524

MetroList

APN: 037-223-05

California San Joaquin County Lodi 95240 Downtown Lodi

620 W Elm St, Lodi, CA

This home is located at 620 W Elm St, Lodi, CA 95240 since 28 September 2018 and is currently estimated at $540,561, approximately $337 per square foot. This property was built in 1918. 620 W Elm St is a home located in San Joaquin County with nearby schools including George Washington Elementary School, Millswood Middle School, and Lodi High School.

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.

MetroList IDX information is provided exclusively for personal, non-commercial use, and may not be used for any purpose other than to identify prospective properties consumers may be interested in purchasing. Information is deemed reliable but not guaranteed.

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