NOT LISTED FOR SALE

9268 Heartwood Dr Truckee, CA 96161

South Truckee Neighborhood

Estimated Value: $3,470,472 - $3,900,000

4 Beds
4.5 Baths
3,733 Sq Ft
$999/Sq Ft Est. Value

Last Sold April 11, 2022

Last sale price $3,550,000 $951 Per Sq Ft

Est. 5% increase in value since last sale

Current estimated payment $23,886/month

Highlights

  • Two Primary Bedrooms
  • View of Trees or Woods
  • Living Room with Fireplace
  • Truckee Elementary School Rated A-
  • Deck
  • Mountain Architecture

About This Home

As of April 2022

Mountain modern, custom-built retreat in the exclusive Schaffer’s Mill community. This remarkable home offers 4 bedrooms including 2 en-suite masters on the main level, 4.5 baths, and an expansive bonus room. Open concept chef’s kitchen, great room with soaring vaulted ceilings, and a stately stone fireplace open up to a gorgeous backyard setting equipped with an outdoor firepit, built-in BBQ and hot tub. State-of-the-art finishes are showcased throughout this perfect family mountain haven.

Last Agent to Sell the Property

Nathan Riedel

Engel & Volkers Truckee License #01897986 Listed on: 02/16/2022

Engel & Volkers Truckee

Co-Listed By

Lauren Cort

Engel & Volkers Truckee License #02130509

Last Buyer's Agent

Mark Lowenstern

COMPASS License #01963194

COMPASS

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $40,499

Year Built

  • Built in 2016

Lot Details

  • 0.62 Acre Lot
  • Level Lot

HOA Fees

  • $643 Monthly HOA Fees

Home Design

  • Mountain Architecture
  • Metal Roof
  • Concrete Perimeter Foundation

Interior Spaces

  • 3,733 Sq Ft Home
  • 2-Story Property
  • Furnished
  • Mud Room
  • Great Room
  • Family Room
  • Living Room with Fireplace
  • Loft
  • Views of Woods
  • Alarm System

Kitchen

  • Oven
  • Range
  • Microwave
  • Dishwasher
  • Disposal

Bedrooms and Bathrooms

  • 4 Bedrooms
  • Double Master Bedroom
  • 4.5 Bathrooms

Laundry

  • Laundry Room
  • Dryer
  • Washer

Parking

  • 2 Car Attached Garage
  • Insulated Garage

Utilities

  • Heating System Uses Natural Gas
  • Utility District

Additional Features

  • Deck
  • Design Review Required

Community Details

Home Details

Home Type

Single Family

Est. Annual Taxes

$40,499

Year Built

Built in 2016

Lot Details

0

HOA Fees

$643 per month

Listing Details

  • Age: 5-10 Years
  • Alarm YN: Y
  • Estimated Lot Size: .51 - .755
  • Community: Martis Valley
  • Directions: Enter through the main gate at Schaffer’s and stay straight on Heartwood Drive, home on right.
  • Number of Acres: 0.62
  • Optional Financing: Cash To New Loan
  • Service Type: Full Service
  • Setting: Street
  • SPCDISC: Architectural Review, Sewer Pump
  • Sub-Area: 7SO
  • Sub-Status: Standard
  • Topography: Level
  • Year Built: 2016
  • Zoning: R
  • Other: Pantry, High Ceilings, Landscaping, High Speed Internet, Hot Tub
  • Sewer: Utility District
  • Estimated Sq Ft: PLANS
  • Architecture: Mountain
  • Out Buildings: No
  • Property Condition: Like New
  • Security: Alarm System
  • Special Features: None
  • Property Sub Type: Detached

Interior Features

  • Heating: Natural Gas, CFAH
  • Estimated Sq Ft: 3733
  • Stories: Two
  • Water Company: PUD
  • Appliances: Range, Oven, Microwave, Disposal, Dishwasher, Refrigerator, Washer, Dryer
  • Bonus Rooms: Loft, Family Room, Great Room, Mud Room, 2 Or More Master Bedrooms
  • Fireplace: Living Room
  • Furnished: Mostly
  • Bathrooms: 4.5
  • Bedrooms: 4

Exterior Features

  • View: Wooded
  • Construction Exterior: Framed
  • Foundation: Perim Concrete
  • Roof: Metal
  • Decks: 1
  • Construction Phase: FINISHED

Garage/Parking

  • Garage: Two
  • Garage/Parking: Attached, Insulated

Utilities

  • Laundry: Room

Condo/Co-op/Association

  • HOA Fees: 1929
  • HOA Fee Frequency: QTR
  • HOA Transfer Fee: $250
  • HOA Membership: Y
  • HOA Website: https://www.schaffersmill.com/

Ownership History

Date Name Owned For Owner Type

Purchase Details

Closed on
Dec 13, 2022
Sold by
Ulrich David F
Bought by
David F Ulrich Revocable Trust
Current Estimated Value
$3,729,157

Purchase Details

Listed on
Feb 16, 2022
Closed on
Apr 6, 2022
Sold by
Kirk Belknap Geoff and Kirk Ann Kimberly
Bought by
Ulrich David F
Seller's Agent
Nathan Riedel
Engel & Volkers Truckee
Buyer's Agent
Mark Lowenstern
COMPASS
List Price
$3,495,000
Sold Price
$3,550,000
Premium/Discount to List
$55,000
1.57%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
1.45%
Original Mortgage
$2,130,000
Interest Rate
2.25%
Mortgage Type
New Conventional

Purchase Details

Listed on
Aug 14, 2020
Closed on
Aug 12, 2020
Sold by
Parker Jeffrey D and Parker Lisa J
Bought by
Belknap Geoff Kirk and Belknap Kimberly Ann
Seller's Agent
Nathan Riedel
Engel & Volkers Truckee
Buyer's Agent
Nathan Riedel
Engel & Volkers Truckee
List Price
$2,750,000
Sold Price
$2,750,000

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
16.63%
Original Mortgage
$1,890,000
Interest Rate
3%
Mortgage Type
New Conventional

Purchase Details

Closed on
Nov 14, 2016
Sold by
Td Construction Llc
Bought by
Parker Jeffrey D and Parker Lisa J

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$1,140,000
Interest Rate
2.4%
Mortgage Type
Adjustable Rate Mortgage/ARM

Purchase Details

Closed on
Feb 21, 2014
Sold by
Tcd Land Holdings Llc
Bought by
Td Construction Llc

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
4.45%
Mortgage Type
Unknown

Purchase Details

Closed on
Jan 24, 2014
Sold by
New Martis Partners Llc
Bought by
Tcd Land Holdings Llc

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
4.45%
Mortgage Type
Unknown

Purchase Details

Closed on
Jan 11, 2011
Sold by
Martis Valley Associates Llc
Bought by
New Martis Partners Llc

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$6,000,000
Interest Rate
4.82%
Mortgage Type
Construction
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
David F Ulrich Revocable Trust -- --
Ulrich David F $3,550,000 First American Title
Belknap Geoff Kirk $2,750,000 First American Title Company
Parker Jeffrey D $2,125,000 First American Title Ins Co
Td Construction Llc $9,091 Old Republic Title
Tcd Land Holdings Llc $275,500 Ortc
New Martis Partners Llc -- Placer Title Company
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Previous Owner Ulrich David F $2,130,000
Previous Owner Belknap Geoff Kirk $1,890,000
Previous Owner Parker Jeffrey D $1,140,000
Previous Owner Td Construction $1,330,000
Previous Owner Tcd Land Holdings Llc $200,000
Previous Owner New Martis Partners Llc $6,000,000
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
04/11/2022 04/11/22 Sold $3,550,000 +1.6% $951 / Sq Ft
03/10/2022 03/10/22 Pending -- -- --
02/16/2022 02/16/22 For Sale $3,495,000 +27.1% $936 / Sq Ft
08/14/2020 08/14/20 Sold $2,750,000 0.0% $737 / Sq Ft
08/14/2020 08/14/20 For Sale $2,750,000 -- $737 / Sq Ft
07/15/2020 07/15/20 Pending -- -- --
Source: Tahoe Sierra Board of REALTORS®

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 $40,499 $3,767,288 $689,785 $3,077,503
2023 $40,499 $3,621,000 $663,000 $2,958,000
2022 $31,676 $2,805,000 $510,000 $2,295,000
2021 $30,485 $2,750,000 $500,000 $2,250,000
2020 $25,806 $2,255,066 $371,422 $1,883,644
2019 $25,953 $2,210,850 $364,140 $1,846,710
2018 $24,736 $2,167,500 $357,000 $1,810,500
2017 $24,338 $2,125,000 $350,000 $1,775,000
2016 $7,433 $607,431 $268,431 $339,000
2015 $3,542 $264,399 $264,399 $0
2014 $1,286 $62,707 $62,707 $0
Source: Public Records

Agents Affiliated with this Home

  • Nathan Riedel

    Seller's Agent in 2022

    Nathan Riedel

    Engel & Volkers Truckee

    (530) 448-9981

    30 in this area

    89 Total Sales

    Nathan Riedel
    Section Image

  • L

    Seller Co-Listing Agent in 2022

    Lauren Cort

    Engel & Volkers Truckee

    Section Image
  • Mark Lowenstern

    Buyer's Agent in 2022

    Mark Lowenstern

    COMPASS

    (530) 318-2680

    3 in this area

    33 Total Sales

    Mark Lowenstern
    Section Image

  • S

    Seller Co-Listing Agent in 2020

    Susan Safipour

    Engel & Volkers Truckee

    (530) 670-0018

    2 in this area

    9 Total Sales

    Susan Safipour
    Section Image
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Map

Source: Tahoe Sierra Board of REALTORS®

MLS Number: 20220209

Tahoe Sierra Board of REALTORS®

APN: 107-080-001

California Placer County Truckee 96161 South Truckee

9268 Heartwood Dr, Truckee, CA

This home is located at 9268 Heartwood Dr, Truckee, CA 96161 since 16 February 2022 and is currently estimated at $3,729,157, approximately $998 per square foot. This property was built in 2016. 9268 Heartwood Dr is a home located in Placer County with nearby schools including Truckee Elementary School, Alder Creek Middle School, and Tahoe Truckee High School.

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