NOT LISTED FOR SALE

862 Rutledge Dr Lodi, CA 95242

Sunwest Neighborhood

Estimated Value: $282,155 - $298,000

2 Beds
1.5 Baths
954 Sq Ft
$226/mo HOA Fee

Last Sold September 17, 2024

Last sale price $280,000 $294 Per Sq Ft

Est. 3% increase in value since last sale

Current estimated payment $2,014/month

27 Days on Market

Highlights

  • Private Pool
  • Bathtub with Shower
  • Central Heating and Cooling System
  • Breakfast Area or Nook
  • Living Room
  • Ceiling Fan

About This Home

As of September 2024

Charming condo offering two bedrooms and two bathrooms, with recent updates that include newer cabinets, stylish granite countertops, updated flooring, updated stylish light fixtures, newer paint throughout and dual-pane windows and slider. Enjoy the community pool, basketball court and walkways with beautiful landscaping. Enjoy proximity to Lodi Lake and the renowned Wine & Roses.

Last Agent to Sell the Property

Rachael Epps

Valley Heritage Realty License #01975014 Listed on: 07/26/2024

Last Buyer's Agent

Elizabeth Miller

Realty ONE Group Complete License #02007072

Realty ONE Group Complete

Property Details

Home Type

  • Condominium

Est. Annual Taxes

  • $3,041

Year Built

  • Built in 1974

Lot Details

  • 666

HOA Fees

  • $226 Monthly HOA Fees

Parking

  • Assigned Parking

Home Design

  • Slab Foundation

Interior Spaces

  • 954 Sq Ft Home
  • Ceiling Fan
  • Living Room
  • Carpet
  • Breakfast Area or Nook

Bedrooms and Bathrooms

  • 2 Bedrooms
  • Bathtub with Shower

Home Security

Additional Features

  • Private Pool
  • Central Heating and Cooling System

Listing and Financial Details

  • Assessor Parcel Number 029-043-04

Community Details

Overview

  • Association fees include management, pool, roof
  • Mandatory home owners association

Recreation

  • Community Pool

Security

  • Carbon Monoxide Detectors
  • Fire and Smoke Detector

Additional Features

  • Coin Laundry
  • Net Lease

Property Details

Home Type

Condominium

Est. Annual Taxes

$3,041

Year Built

Built in 1974

Lot Details

0

HOA Fees

$226 per month

Listing Details

  • Property Type: Residential
  • Subtype Description: Attached
  • Property Subtype 1: Condominium
  • Remodeled Updated: Unknown
  • Year Built: 1974
  • ResoPropertyType: Residential
  • Special Features: None
  • Property Sub Type: Condos
  • Stories: 0

Interior Features

  • Flooring: Carpet, See Remarks
  • Total Bathrooms: 2
  • Bathroom Features: Tub w/Shower Over
  • Dining Room Features: Space in Kitchen
  • Kitchen Features: Breakfast Area
  • Living Room Features: Other
  • Main Level: Living Room, Partial Bath(s), Kitchen
  • Price Per Square Foot: 293.50
  • Square Footage: 954.00

Exterior Features

  • Construction Materials: Wood
  • Foundation: Slab
  • Home Warranty: No
  • Horse Property: No
  • Listing Price: 268000.00
  • Lot Features: Low Maintenance
  • New Construction: No
  • Pool Features: Common Facility
  • Pool: Yes
  • Roof: See Remarks
  • Spa: No

Garage/Parking

  • Parking Features: Assigned

Utilities

  • Security: Carbon Mon Detector, Smoke Detector
  • Sewer: In & Connected
  • Utilities: Public
  • Cooling: Ceiling Fan(s), Central
  • Electric: Other
  • Heating: Central
  • Laundry Features: Other
  • Water Source: Public

Condo/Co-op/Association

  • Association Features: Pool, Laundry Coin
  • Association Fee: 226
  • Association Fee Frequency: Monthly
  • Association Fee Includes: Management, Pool, Roof, See Remarks
  • Association: Yes
  • Senior Community: No
  • ResoAssociationFeeFrequency: Monthly

Association/Amenities

  • Mandatory Association: Yes

Fee Information

  • Land Lease: No

Schools

  • Senior High School District: Lodi Unified

Lot Info

  • Zoning Description: Condo
  • Irrigation: None
  • Lot Size Acres: 0.0153
  • Lot Size Sq Ft: 666.00
  • ResoLotSizeUnits: Acres

Rental Info

  • Lease Type: Net

Multi Family

Tax Info

  • Assessor Parcel Number: 029-043-04
  • Bonds/Assessments/Taxes: Unknown

MLS Schools

  • School District (County): San Joaquin

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Jul 26, 2024
Closed on
Sep 10, 2024
Sold by
Carlson Donald
Bought by
Craig Lillian
Seller's Agent
Rachael Epps
Valley Heritage Realty
Buyer's Agent
Elizabeth Miller
Realty ONE Group Complete
List Price
$268,000
Sold Price
$280,000
Premium/Discount to List
$12,000
4.48%
Views
16
Current Estimated Value
$289,539

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$9,539
Avg. Annual Appreciation
3.21%
Original Mortgage
$271,600
Outstanding Balance
$268,694
Interest Rate
6.73%
Mortgage Type
New Conventional
Estimated Equity
$20,845

Purchase Details

Listed on
May 29, 2020
Closed on
Jul 28, 2020
Sold by
Woodworth Jacob
Bought by
Carlson Donald
Seller's Agent
Christina Bahlke-Wagner
PMZ Real Estate
Buyer's Agent
Elisa Munoz
EEM Real Estate Services
List Price
$244,000
Sold Price
$248,000
Premium/Discount to List
$4,000
1.64%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
2.98%
Original Mortgage
$223,190
Interest Rate
3.1%
Mortgage Type
New Conventional

Purchase Details

Listed on
Apr 21, 2015
Closed on
Jul 30, 2015
Sold by
Mindt Larry J
Bought by
Woodworth Jacob
Seller's Agent
Jan Sherman
Sherman & Associates RE
Buyer's Agent
Rosemary Minori
RE/MAX Grupe Gold
List Price
$169,500
Sold Price
$157,000
Premium/Discount to List
-$12,500
-7.37%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
9.59%
Original Mortgage
$149,150
Interest Rate
3.98%
Mortgage Type
New Conventional

Purchase Details

Listed on
Apr 21, 2015
Closed on
Jul 14, 2015
Sold by
Mindt Laura
Bought by
Mindt Larry J
Seller's Agent
Jan Sherman
Sherman & Associates RE
Buyer's Agent
Rosemary Minori
RE/MAX Grupe Gold
List Price
$169,500
Sold Price
$157,000
Premium/Discount to List
-$12,500
-7.37%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$149,150
Interest Rate
3.98%
Mortgage Type
New Conventional

Purchase Details

Closed on
Mar 16, 2010
Sold by
Mindt Leonora and The Mindt Revocable Trust
Bought by
Mindt Larry J

Purchase Details

Closed on
Dec 12, 2006
Sold by
Mindt Leonora
Bought by
Mindt Leonora and The Mindt Revocable Trust
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
Craig Lillian $280,000 First American Title
Carlson Donald $248,000 Chicago Title Company
Woodworth Jacob $157,000 Old Republic Title Company
Mindt Larry J -- Old Republic Title Company
Mindt Larry J -- Chicago Title Company
Mindt Leonora -- None Available
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Craig Lillian $271,600
Previous Owner Carlson Donald $223,190
Previous Owner Woodworth Jacob $149,150
Source: Public Records

Property History

Date Event Price List to Sale Price per Sq Ft Prior Sale
09/17/2024 09/17/24 Sold $280,000 +4.5% $294 / Sq Ft
08/22/2024 08/22/24 Pending -- -- --
07/26/2024 07/26/24 For Sale $268,000 +8.1% $281 / Sq Ft
07/31/2020 07/31/20 Sold $248,000 +1.6% $260 / Sq Ft View Prior Sale
06/28/2020 06/28/20 Pending -- -- --
06/22/2020 06/22/20 Price Changed $244,000 0.0% $256 / Sq Ft
06/22/2020 06/22/20 For Sale $244,000 -1.6% $256 / Sq Ft
06/02/2020 06/02/20 Pending -- -- --
05/28/2020 05/28/20 For Sale $248,000 +58.0% $260 / Sq Ft
08/04/2015 08/04/15 Sold $157,000 -7.4% $165 / Sq Ft View Prior Sale
07/02/2015 07/02/15 Pending -- -- --
04/17/2015 04/17/15 For Sale $169,500 -- $178 / 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
2025 $3,041 $280,000 $100,000 $180,000
2024 $2,834 $263,178 $95,508 $167,670
2023 $2,804 $258,019 $93,636 $164,383
2022 $2,742 $252,960 $91,800 $161,160
2021 $2,791 $248,000 $90,000 $158,000
2020 $1,810 $169,939 $59,533 $110,406
2019 $1,772 $166,608 $58,366 $108,242
2018 $1,746 $163,342 $57,222 $106,120
2017 $1,706 $160,140 $56,100 $104,040
2016 $1,598 $157,000 $55,000 $102,000
2015 $716 $66,084 $25,478 $40,606
2014 $706 $64,790 $24,979 $39,811
Source: Public Records

Agents Affiliated with this Home

  • Rachael Epps

    Seller's Agent in 2024

    Rachael Epps

    Valley Heritage Realty

    (209) 678-0575

    1 in this area

    33 Total Sales

    Rachael Epps
    Section Image
  • Elizabeth Miller

    Buyer's Agent in 2024

    Elizabeth Miller

    Realty ONE Group Complete

    (916) 628-3212

    1 in this area

    43 Total Sales

    Elizabeth Miller
    Section Image
  • Christina Bahlke-Wagner

    Seller's Agent in 2020

    Christina Bahlke-Wagner

    PMZ Real Estate

    (209) 603-9234

    20 in this area

    75 Total Sales

    Christina Bahlke-Wagner
    Section Image
  • Elisa Munoz

    Buyer's Agent in 2020

    Elisa Munoz

    EEM Real Estate Services

    16 Total Sales

    Elisa Munoz
    Section Image
  • Jan Sherman

    Seller's Agent in 2015

    Jan Sherman

    Sherman & Associates RE

    (209) 712-4183

    40 in this area

    90 Total Sales

    Jan Sherman
    Section Image
  • Rosemary Minori

    Buyer's Agent in 2015

    Rosemary Minori

    RE/MAX

    (209) 747-5482

    7 in this area

    34 Total Sales

    Rosemary Minori
    Section Image
See All Agents

Map

Source: MetroList

MLS Number: 224082219

MetroList

APN: 029-043-04

California San Joaquin County Lodi 95242 Sunwest

862 Rutledge Dr, Lodi, CA

This home is located at 862 Rutledge Dr, Lodi, CA 95242 since 26 July 2024 and is currently estimated at $289,539, approximately $303 per square foot. This property was built in 1974. 862 Rutledge Dr is a home located in San Joaquin County with nearby schools including Woodbridge 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.

Nearby Homes