NOT LISTED FOR SALE

862 Rutledge Dr Lodi, CA 95242

Sunwest Neighborhood

Estimated Value: $283,000 - $308,000

2 Beds
1.5 Baths
954 Sq Ft
666 Sq Ft Lot

Sale Details

Date Sold: September 17, 2024

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

Est. 6% increase in value since last sale

Current estimated payment $2,089 / mo

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

Friends Real Estate Services License #02007072

Property Details

Home Type

  • Condominium

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

Year Built

Built in 1974

Lot Details

666 Sq Ft Lot

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

We collect this data history from publicly available records. To have your information removed, we recommend requesting removal directly through your county’s website.

Date Name Owned For Owner Type

Purchase Details

Listed on
Jul 26, 2024
Closed on
Sep 10, 2024
Sold by
Bought by
Seller's Agent
Rachael Epps
Valley Heritage Realty
Buyer's Agent
Elizabeth Miller
Friends Real Estate Services
List Price
$268,000
Sold Price
$280,000
Premium/Discount to List
$12,000
4.48%
Views
16
Current Estimated Value
$296,247

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$16,247
Avg. Annual Appreciation
3.11%
Original Mortgage
$271,600
Interest Rate
0.0673%
Mortgage Type
New Conventional

Purchase Details

Listed on
May 29, 2020
Closed on
Jul 28, 2020
Sold by
Bought by
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
0.031%
Mortgage Type
New Conventional

Purchase Details

Listed on
Apr 21, 2015
Closed on
Jul 30, 2015
Sold by
Bought by
Seller's Agent
Jan Sherman
Sherman & Associates RE
Buyer's Agent
Rosemary Minori
Century 21 Select Real Estate
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
0.0398%
Mortgage Type
New Conventional

Purchase Details

Listed on
Apr 21, 2015
Closed on
Jul 14, 2015
Sold by
Bought by
Seller's Agent
Jan Sherman
Sherman & Associates RE
Buyer's Agent
Rosemary Minori
Century 21 Select Real Estate
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
0.0398%
Mortgage Type
New Conventional

Purchase Details

Closed on
Mar 16, 2010
Sold by
Bought by

Purchase Details

Closed on
Dec 12, 2006
Sold by
Bought by
Source: Public Records

Range of Values:

--
Value Increase
--
Percent Increase
--
Adjusted for Inflation
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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

We collect this data history from publicly available records. To have your information removed, we recommend requesting removal directly through your county’s website.

Date Buyer Sale Price Title Company
$280,000 First American Title
$248,000 Chicago Title Company
$157,000 Old Republic Title Company
-- Old Republic Title Company
-- Chicago Title Company
-- None Available
Source: Public Records

Mortgage History

We collect this data history from publicly available records. To have your information removed, we recommend requesting removal directly through your county’s website.

Date Status Borrower Loan Amount
Open $278,489
Closed $271,600
Previous Owner $223,190
Previous Owner $149,150
Source: Public Records

Property History

We collect this data history from publicly available records. To have your information removed, we recommend requesting removal directly through your county’s website.

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

We collect this data history from publicly available records. To have your information removed, we recommend requesting removal directly through your county’s website.

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

    37 Total Sales

    Rachael Epps
    Section Image
  • Elizabeth Miller

    Buyer's Agent in 2024

    Elizabeth Miller

    Friends Real Estate Services

    (916) 628-3212

    1 in this area

    38 Total Sales

    Elizabeth Miller
    Section Image
  • Christina Bahlke-Wagner

    Seller's Agent in 2020

    Christina Bahlke-Wagner

    PMZ Real Estate

    (209) 603-9234

    21 in this area

    68 Total Sales

    Christina Bahlke-Wagner
    Section Image
  • Elisa Munoz

    Buyer's Agent in 2020

    Elisa Munoz

    EEM Real Estate Services

    15 Total Sales

    Elisa Munoz
    Section Image
  • Jan Sherman

    Seller's Agent in 2015

    Jan Sherman

    Sherman & Associates RE

    (209) 712-4183

    27 in this area

    65 Total Sales

    Jan Sherman
    Section Image
  • Rosemary Minori

    Buyer's Agent in 2015

    Rosemary Minori

    Century 21 Select Real Estate

    (209) 747-5482

    6 in this area

    29 Total Sales

    Rosemary Minori
    Section Image
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Map

Source: MetroList

MLS Number: 224082219

MetroList

APN: 029-043-04

California San Joaquin County Lodi 95242 Sunwest

862 Rutledge Dr, Lodi, CA

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