NOT LISTED FOR SALE

Estimated Value: $262,000 - $315,000

2 Beds
2 Baths
1,516 Sq Ft
$191/Sq Ft Est. Value

Last Sold December 18, 2023

Last sale price $338,000 $223 Per Sq Ft

Est. 14% decrease in value since last sale

Current estimated payment $2,117/month

36 Days on Market

Highlights

  • Gated Community
  • View of Trees or Woods
  • Private Lot
  • Sallie Jones Elementary School Rated A-
  • Open Floorplan
  • Wood Flooring

About This Home

As of December 2023

PRICED TO SELL! BUILT IN 2021 WITH MANY UPGRADES! Beautiful 2 bedroom plus den, 2 bath, 2-car garage villa in the gated community of Waterford Estates! Inviting open floor plan features over 1,500 sf of living area, 18" tile flooring in main living area, high ceilings, an abundance of natural light, neutral decor, French doors to office/den, living room with large slider to lanai, well-equipped kitchen with raised panel cabinetry, quartz countertops with double sink, upgraded stainless appliances, breakfast bar and closet pantry. Master suite offers customized walk-in closet and private bath with dual sinks and glass walk-in shower. Outdoor entertaining area features covered screened lanai overlooking private fenced backyard with western exposure and serene views. Additional features include engineered hardwood floors in bedrooms, den and walk-in closet, LED lighting and granite counters in baths, interior repainted, inside laundry room, screened lanai and entry, accordion hurricane shutters, power lanai door shade, irrigation system, ADT Smart Home alarm system and beautifully landscaped exterior. Waterford amenities include gated access, two heated community pools, clubhouse with fitness room, meeting rooms and billiards, bocce ball, pickleball, walking trails and more! Great location with easy access to I-75 and US-41 and minutes to restaurants, shopping, schools, fishing, boating and downtown historic Punta Gorda with community events and entertainment. Don't miss this opportunity!

Last Agent to Sell the Property

Brian Helgemo

COMPASS FLORIDA Brokerage Phone: 941-205-8478 License #3041311 Listed on: 09/14/2023

COMPASS FLORIDA

Last Buyer's Agent

Cole Campbell

COMPASS FLORIDA LLC License #3456841

COMPASS FLORIDA LLC

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $4,169

Year Built

  • Built in 2021

Lot Details

  • 6,202 Sq Ft Lot
  • East Facing Home
  • Private Lot
  • Landscaped with Trees
  • Property is zoned RMF10

HOA Fees

Parking

  • 2 Car Attached Garage
  • Garage Door Opener
  • Driveway

Home Design

  • Villa
  • Slab Foundation
  • Shingle Roof
  • Block Exterior
  • Stucco

Interior Spaces

  • 1,516 Sq Ft Home
  • 1-Story Property
  • Open Floorplan
  • High Ceiling
  • Ceiling Fan
  • Blinds
  • Sliding Doors
  • Combination Dining and Living Room
  • Den
  • Views of Woods

Kitchen

  • Range
  • Microwave
  • Dishwasher
  • Solid Surface Countertops
  • Disposal

Flooring

  • Wood
  • Tile

Bedrooms and Bathrooms

  • 2 Bedrooms
  • Split Bedroom Floorplan
  • Walk-In Closet
  • 2 Full Bathrooms

Laundry

  • Laundry Room
  • Dryer
  • Washer

Home Security

  • Home Security System
  • Hurricane or Storm Shutters

Eco-Friendly Details

  • Reclaimed Water Irrigation System

Outdoor Features

  • Enclosed Patio or Porch
  • Rain Gutters
  • Private Mailbox

Schools

  • Sallie Jones Elementary School
  • Punta Gorda Middle School
  • Charlotte High School

Utilities

  • Central Heating and Cooling System
  • Electric Water Heater
  • High Speed Internet
  • Cable TV Available

Listing and Financial Details

Community Details

Overview

  • Association fees include pool, private road, recreational facilities
  • Swfl Cam/Waterford Estates Association, Phone Number (239) 243-8700
  • Precedent Management Association
  • Waterford Estates Community
  • Waterford Estates Subdivision
  • The community has rules related to deed restrictions

Recreation

  • Recreation Facilities
  • Community Playground
  • Community Pool
  • Park

Security

  • Gated Community

Home Details

Home Type

Single Family

Est. Annual Taxes

$4,169

Year Built

Built in 2021

Lot Details

0

HOA Fees

$214 per month

Parking

2

Listing Details

  • HOA Fee Includes: Pool, Private Road, Recreational Facilities
  • Property Type: Residential
  • Property Sub Type: Villa
  • Construction Materials: Block, Stucco
  • Fireplace: No
  • Living Area: 1516
  • Lot Size Acres: 0.14
  • New Construction: No
  • Year Built: 2021
  • Building Area Total: 2080
  • Lot Size Sq Ft: 6202
  • Directions to Property: From US 41 S, turn left on Carmalita St, right on Crystal Way, right on E Lenox Circle, continue to follow (will turn into W Lenox Circle) home will be on the right.
  • Status: Sold
  • Street Direction: W
  • Ownership: Fee Simple
  • ResoBuildingAreaSource: PublicRecords
  • Available for Lease YN: 1
  • Escrow City: Punta Gorda
  • Escrow Postal Code: 33950
  • Escrow State: FL
  • Escrow Street Name: W Marion #1130
  • Escrow Street Number: 252
  • List Office Head Office Key Nume: 169647934
  • Minimum Lease: 1-2 Years
  • Number Of Pets: 3
  • RATIO Current Price By Calculate: 222.96
  • Total Acreage: 0 to less than 1/4
  • Unit Number YN: 0
  • Water Access YN: 0
  • Amenities Additional Fees: Contact HOA for more information or with questions
  • Attribution Contact: 941-205-8478
  • Tax Year: 2022
  • Special Features: NewHome

Interior Features

  • Living Area Units: Square Feet
  • Flooring: Hardwood, Tile
  • Full Bathrooms: 2
  • Interior Amenities: Ceiling Fans(s), High Ceilings, Living Room/Dining Room Combo, Open Floorplan, Solid Surface Counters, Split Bedroom, Walk-In Closet(s)
  • Appliances Included: Dishwasher, Disposal, Dryer, Electric Water Heater, Microwave, Range, Refrigerator, Washer
  • Foundation Details: Slab
  • Total Bedrooms: 2
  • Levels: One
  • Spa Yn: No
  • Stories: 1
  • Window Features: Blinds
  • Street Number Modifier: 7017
  • ResoLivingAreaSource: PublicRecords
  • Additional Rooms: Den/Library/Office
  • Living Area Meters: 140.84
  • Room Count: 8

Exterior Features

  • Direction Faces: East
  • Exterior Features: Hurricane Shutters, Irrigation System, Private Mailbox, Rain Gutters, Sliding Doors
  • Roof: Shingle
  • Pool Private: No
  • View: Trees/Woods
  • Waterfront: No
  • Patio and Porch Features: Enclosed, Front Porch, Rear Porch, Screened
  • Road Surface Type: Asphalt, Paved
  • Disclosures: HOA/PUD/Condo Disclosure, Seller Property Disclosure
  • Water Extras YN: 0
  • Water View YN: 0
  • Waterfront Feet Total: 0

Garage/Parking

  • Attached Garage: Yes
  • Carport Y N: No
  • Garage Spaces: 2
  • Garage Yn: Yes
  • Parking Features: Driveway, Garage Door Opener

Utilities

  • Utilities: BB/HS Internet Available, Cable Available, Electricity Available, Sewer Available, Water Available
  • Cooling: Central Air
  • Heating: Central, Electric
  • Laundry Features: Inside, Laundry Room
  • Sewer: Public Sewer
  • Water Source: Public

Condo/Co-op/Association

  • Community Features: Buyer Approval Required, Deed Restrictions, Irrigation-Reclaimed Water, Park, Playground, Pool
  • Association Amenities: Gated, Playground, Pool, Recreation Facilities
  • Association Fee: 419.95
  • Association Fee Frequency: Quarterly
  • Association Name: SWFL Cam/Waterford Estates
  • Phone: 239-243-8700
  • Association: Yes
  • Security: Security System
  • Senior Community: No
  • Association #2 Fee: 222.67
  • Association #2 Fee Frequency: Quarterly
  • Association: Precedent Management
  • Association 2 YN: 1
  • Association Approval Required YN: 1
  • Pet Restrictions: Contact HOA for more information or with questions
  • Association Fee Requirement: Required
  • Association Email: cam@swflcam.com

Fee Information

  • Total Annual Fees: 2570.48
  • Total Monthly Fees: 214.21
  • Monthly HOA Amount: 139.98

Schools

  • Elementary School: Sallie Jones Elementary
  • High School: Charlotte High
  • Middle Or Junior School: Punta Gorda Middle

Lot Info

  • Zoning: RMF10
  • Parcel Number: 412308203006
  • Additional Parcels: No
  • Fencing: Other
  • Lot Features: Landscaped, Paved, Private
  • Flood Zone Code: AE
  • Homestead YN: 1
  • Lot Size Square Meters: 576

Rental Info

  • Furnished: Unfurnished
  • Pets Allowed: Yes
  • Lease Restrictions YN: 1
  • Additional Lease Restrictions: Contact HOA with questions or more information, Application required for approval. See HOA/Condo docs for approval process.

Tax Info

  • Tax Annual Amount: 4169.37
  • Tax Book Number: 20-1
  • Tax Lot: 309
  • Tax Other Annual Assessment Amount: 1030

Multi Family

  • Approval Process: Application Fee of $150. Contact HOA with questions or for more information.

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Sep 14, 2023
Closed on
Dec 15, 2023
Sold by
Schwierjohn William C and Schwierjohn Karen L
Bought by
Bauer Cynthia Quickenton and Bauer James
Seller's Agent
Brian Helgemo
COMPASS FLORIDA
Buyer's Agent
Cole Campbell
COMPASS FLORIDA LLC
List Price
$359,900
Sold Price
$338,000
Premium/Discount to List
-$21,900
-6.09%
Views
27
Current Estimated Value
$289,584

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
-$48,416
Avg. Annual Appreciation
-8.14%
Original Mortgage
$270,400
Outstanding Balance
$266,131
Interest Rate
7.76%
Mortgage Type
New Conventional
Estimated Equity
$23,453

Purchase Details

Closed on
Nov 3, 2021
Sold by
D R Horton Inc
Bought by
Schwierjohn William C and Schwierjohn Karen L

Purchase Details

Closed on
Nov 6, 2019
Sold by
Maxcy Dev Group Holdings Waterford Estat
Bought by
D R Horton Inc
Source: Public Records

Range of Values:

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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
Bauer Cynthia Quickenton $338,000 Esquire Land Title
Schwierjohn William C $263,270 Dhi Title Of Florida Inc
D R Horton Inc $5,138,100 Attorney
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Bauer Cynthia Quickenton $270,400
Source: Public Records

Property History

Date Event Price List to Sale Price per Sq Ft
12/18/2023 12/18/23 Sold $338,000 -1.4% $223 / Sq Ft
10/21/2023 10/21/23 Pending -- -- --
10/17/2023 10/17/23 Price Changed $342,900 -4.7% $226 / Sq Ft
09/14/2023 09/14/23 For Sale $359,900 -- $237 / Sq Ft
Source: Stellar MLS

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 $4,410 $288,507 $42,500 $246,007
2023 $4,410 $219,453 $0 $0
2022 $4,169 $205,679 $22,950 $182,729
2021 $1,433 $19,125 $19,125 $0
2020 $1,394 $17,000 $17,000 $0
2019 $218 $17,000 $17,000 $0
2018 $200 $17,000 $17,000 $0
2017 $172 $12,750 $12,750 $0
2016 $143 $1,440 $0 $0
2015 $144 $1,309 $0 $0
2014 $135 $1,190 $0 $0
Source: Public Records

Agents Affiliated with this Home

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Map

Source: Stellar MLS

MLS Number: C7480598

Stellar MLS

APN: 412308203006