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Carter Jenkins
Carter and Associates 123 Main St Aliso Viejo, CA 92656 Office: 5555555555 Mobile: 5555555555 Email: Andy.Woolley@homes.com
Personal and Professional Information
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Carter Jenkins
Affiliation
Carter and Associates 123 Main St Aliso Viejo, CA 92656 Office 5555555555 Mobile 5555555555
Experience Education Professional Associations Personal Information
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Our Company
We have been conducting business in the local area for many years. We have and continue to work hard to gain the respect of these many distinguished communities. This recognition is built upon a respect for our clients and neighbors. We hope your experience with us will further this reputation of personalized service and client satisfaction. Our company is comprised of people who live and work in the surrounding communities. We have personal knowledge of each neighborhoods nature, and growth possibilities. Based on this we hope to find the perfect fit for you and your family. Every community is different. Whether your focus is schools, shopping, transportation, or recreational facilities our associates will draw upon their knowledge of the local areas to find the ideal property to meet your needs. We supplement this high-touch philosophy, with a high tech edge. We have quick access to local MLS computers and software to help us analyze local market conditions. If you are one of the growing number of real estate investors, our commercial division is more than capable to provide our clients with commercial and income property opportunities. Our best asset is our people. Our dedicated and talented staff of professionals will make every effort to make sure your transaction goes as smoothly as possible. We understand that we need to earn your business. We hope the level of detail found within this Comparative Market Analysis helps you with your decision making process. We want to do as much as possible to give you the information you need to price and market your most valuable asset - your home.
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Understanding the Buying Process
Do you really need to hire a real estate professional to help you buy a property? It depends if you have the time. A real estate professional brings the Experience, Contacts, and sources of information, to get the job done right. Without a real estate professional would it go as smooth as it could? Would it give you more time with your family? Would you be able to negotiate a better price? The buyers professional agent does a lot more than find a property to earn their commission: Pre-qualification You need to determine your buying power. Buyer power is defined by your financial reserves plus your borrowing capacity. This keeps your search goals realistic. Given information about your available savings, income and current debt, a real estate professional can refer you to the best-qualified lenders to help you. Selecting The Right Property Target your Searching. There are thousands of properties for sale. A real estate agent can help you focus on the ones that meet your budget and requirements. Knowing where to look. Sometimes the home you are seeking is available but not publicly advertised. Real estate professionals have many resources to assist you. Being objective. Only you can make the final decision of the right property. A real estate professional can provide objective information about each home (neighborhood data, utilities, schools, zoning, etc.) so your decision is well informed, considering today and a future resale.
Negotiating concerns much more than just agreeing to a fair price. Some of these other issues might be: Terms and Financing. Date of Possession. The inclusion/exclusion of repairs or furnishings and distribution of incidental costs. Time for inspections before you are bound to complete the purchase. A real estate professional can advise you to which inspections are required or recommended.
Monitoring Managing the daunting amount of steps. The process of appraisals, inspections, and financing involves a lot of possible challenges. Many required legal forms and processes need to be completed and the process managed correctly.
Renegotiating and Closing/Settling Experience reading and following complicated escrow instructions. Your real estate professional is the best person to objectively help you understand these issues and move the transaction to closing/settlement. Organizing inspectors and other professionals involved in the transaction. Your agent can meet and negotiate regarding repairs needed to complete your contract. Industry contracts provide great resources for other professionals in many areas with knowledge as to their past skill and reliability.
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Buyer Consultation
Item
Explain the need to meet with a Lender to determine if buyer is qualified to buy Review overall market conditions Explain the risks of HUD, Short Sales, and Foreclosure Properties Review Search Criteria and identify "Must Haves" Find out what neighborhood and school information may be important Describe the necessary financial documents the Lender will need Identify homes to tour onsite Sign Buyer Broker Agreement (a.k.a. Exclusive Representation Agreement) Conduct the Buyer Tour Discuss offer strategies and terms and make the offer Explain the importance of critical time periods Choose a licensed Home and Termite Inspector
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Buyer Consultation
Item
Discuss the benefits of a Home Warranty Select a Home Insurance provider
Completed
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Property Information
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Tour Analysis
Number of Listings Lowest List Price Average List Price Highest List Price Average Price/SqFt Average DOM
11 $894,000 $1,368,409 $2,150,000 $622 138
2025 E Balboa Blvd 500 K St 520 W Balboa Blvd 51 Balboa Cvs 223 20th St 406 40th St 3611 W Balboa Blvd 308 Lugonia St 259 Colton St 304 Colton St 223 Lugonia St $0 $300,000 $800,000 $1,300,000 $1,850,000
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Map of Tour Properties
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Tour Properties Map Listing Index
Order #
1 2 3 4 5 6 7 8 9 10 11
Address
223 Lugonia St 304 Colton St 259 Colton St 308 Lugonia St 3611 W Balboa Blvd 406 40th St 223 20th St 51 Balboa Cvs 520 W Balboa Blvd 500 K St 2025 E Balboa Blvd
Date Listed
3/31/2011 4/27/2011 7/15/2011 5/24/2011 10/8/2010 7/26/2011 10/7/2010 10/30/2010 5/24/2011 1/19/2011 2/14/2011
Listing Price
$894,000 $895,000 $899,000 $925,000 $1,149,500 $1,245,000 $1,550,000 $1,660,000 $1,690,000 $1,995,000 $2,150,000
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Driving Directions
Driving directions unavailable for this set of addresses.
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Tour Property Currently for Sale
223 Lugonia St City/Area: Newport Beach, CA 92663 Beds: 3 Baths: 2 Sq. Ft.: 1,631 Year/Age: 1964 Lot Size: 2,400.00 Map Code: 888E5 MLS#: U11001429 List Price: $894,000 Sold Price: N/A $/Sq. Ft.: $548 List Date: 03/31/2011 Sold Date: Expired Date: DOM/MT: 147 # 1
223 Lugonia St
Interior Features: Fireplace: Y; Exterior Features: Garage: 1; Lot Features: Remarks: A lovely two-level gem located just two blocks from one of Newport s finest beaches. This 3 bedroom, 2 bath residence has been tastefully remodeled with attention to detail. Amenities include an open floor plan with vaulted, beam ceiling, updated kitchen, new windows, doors and flooring and much more. This home features two private patios and a large second story deck. This space is perfect for entertaining and enjoying the beach weather. Enjoy beach living and the amenities of the Newport Shores Community Association pool, tennis, clubhouse, play and BBQ area
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Tour Property Currently for Sale
304 Colton St City/Area: Newport Beach, CA 92663 Beds: 4 Baths: 3 Sq. Ft.: 1,920 Year/Age: 1963 Lot Size: 2,480.00 Map Code: 888E5 MLS#: U11001850 List Price: $895,000 Sold Price: N/A $/Sq. Ft.: $466 List Date: 04/27/2011 Sold Date: Expired Date: DOM/MT: 104 # 2
304 Colton St
Interior Features: Fireplace: Y; Exterior Features: Garage: 2; Lot Features: Remarks: This single family home is located in Newport Shores. This home features four bedrooms and 2 1/2 bathrooms. This home has a charming patio finished with red brick. There are balconies on the front and the back of the home. This home has recently been repainted, and the sliding glass doors have been replaced. The Newport Shores community features a clubhouse, heated pool, tennis court, and a sand volley ball court. It is a great community with excellent proximity to one of the finest beaches in Newport Beach.
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Tour Property Currently for Sale
259 Colton St City/Area: Newport Beach, CA 92663 Beds: 3 Baths: 2 Sq. Ft.: 1,608 Year/Age: 1963 Lot Size: 2,400.00 Map Code: 888E5 MLS#: S666518 List Price: $899,000 Sold Price: N/A $/Sq. Ft.: $559 List Date: 07/15/2011 Sold Date: Expired Date: DOM/MT: 35 # 3
259 Colton St
Interior Features: Fireplace: Y; Exterior Features: Garage: 2; Lot Features: Remarks: The Newport Shores community is located in the West Newport - Lido Isle area of Newport Beach. The Newport Shores Community Association offers a community heated pool, tennis, beach volleyball, basketball half-court,clubhouse, play area and BBQ area. Just a short distance to the world famous surfing beaches of West Newport, great for surfing or the average beach goer. This home has views of the Canal/Bay with a large Deck facing North. The upgraded kitchen has high end stainless steel appliances. Master suite downstairs has custom lighting throughout with an upgraded bathroom and private area for sitting outside or possibly a Jacuzzi. 2 Bedrooms on 2nd floor share an upgraded bathroom and both have views of the Bay. Office area on the 2nd floor allows to have a private work space. Enjoy the Newport Beach Lifestyle today.
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Tour Property Currently for Sale
308 Lugonia St City/Area: Newport Beach, CA 92663 Beds: 3 Baths: 3 Sq. Ft.: 2,156 Year/Age: 1963 Lot Size: 2,480.00 Map Code: 888E5 MLS#: U11002240 List Price: $925,000 Sold Price: N/A $/Sq. Ft.: $429 List Date: 05/24/2011 Sold Date: Expired Date: DOM/MT: 84 # 4
308 Lugonia St
Interior Features: Fireplace: Y; Exterior Features: Garage: 1; Lot Features: Remarks: Just two blocks from one of Newport's finest beaches. This 3 large bedrooms , 3 bath home has been expanded to include a family room, an atrium and two private decks. It also includes vaulted beam ceilings, two staircases to the second story, an indoor spa, two fireplaces and more. Enjoy beach living and the amenities of the Newport Shores Community Association pool, tennis, clubhouse, play and BBQ area.
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Tour Property Currently for Sale
3611 W Balboa Blvd City/Area: Newport Beach, CA 92663 Beds: 4 Baths: 3 Sq. Ft.: 1,824 Year/Age: 1975 Lot Size: 0.00 Map Code: 888G7 MLS#: U10004575 List Price: $1,149,500 Sold Price: N/A $/Sq. Ft.: $630 List Date: 10/08/2010 Sold Date: Expired Date: DOM/MT: 281 # 5
3611 W Balboa Blvd
Interior Features: Fireplace: Y; Exterior Features: Garage: 4; Lot Features: Remarks: This is the perfect duplex for an owner who wants income in a neighborhood of owner occupied homes. Situated on the beach side of Balboa Blvd., it is also an excellent vacation rental. The 3 bedroom, 2 bath upstairs features a large deck with retractable awning, creating an indoor/outdoor living space and overlooking the 38th Street park. From the patio, French doors lead into the great room which includes fireplace, wood floors and vaulted ceilings. The one bedroom unit downstairs is rented at $1500 a month,but could also be guest quarters. Upstairs is currently used as owners' beach house. Both units are in great condition. With a 4-car garage,parking is no problem. Investors with 30% down, year-round rentals pencils out. With vacation rentals, show a profit!
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Tour Property Currently for Sale
406 40th St City/Area: Newport Beach, CA 92663 Beds: 4 Baths: 2 Sq. Ft.: 1,671 Year/Age: 2011 Lot Size: 2,850.00 Map Code: 888G7 MLS#: P790389 List Price: $1,245,000 Sold Price: N/A $/Sq. Ft.: $745 List Date: 07/26/2011 Sold Date: Expired Date: DOM/MT: 20 # 6
406 40th St
Interior Features: Fireplace: Y; Exterior Features: Garage: 2; Lot Features: Remarks: From the exterior fa ade with impressive stonework and wrought iron surrounds, to the exquisite Travertine flooring and kitchen with slab granite countertops, this newly realized custom home located on exclusive Newport Island, is just steps from the channel, a grassy park and sandy beach. From the scrolled glass and wood entry doors, it is immediately apparent that no detail has been spared in this property with new dual pane windows, CAT 5 wiring throughout, internet & cable ready rooms, surround sound inside and out, brand new forced air heating and air-conditioning, crown moldings and custom paint finishes. Three bedrooms include the master suite with granite fireplace and home theatre set up. Living room with flat screen ready granite fireplace, kitchen with center island, breakfast bar and stainless steel appliances adjoining the family room, plus a cozy den. A rare two car garage is oversized and has been finished with interlocking tile floors and built-ins.
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Tour Property Currently for Sale
223 20th St City/Area: Newport Beach, CA 92663 Beds: 5 Baths: 4 Sq. Ft.: N/A Year/Age: 1989 Lot Size: 2,250.00 Map Code: 918H1 MLS#: S635058 List Price: $1,550,000 Sold Price: N/A $/Sq. Ft.: N/A List Date: 10/07/2010 Sold Date: Expired Date: DOM/MT: 266 # 7
223 20th St
Interior Features: Fireplace: Y; Exterior Features: Garage: 4; Lot Features: Remarks: Enjoy bay and ocean views from this beautiful Duplex on Balboa Peninsula. Ideally located on a quiet street, it is just a short distance to the Newport Pier, restaurants and nightlife. A beautiful owner`s upper unit is equipped with updated granite kitchen, hardwood floors, crown molding throughout, front balcony and stairs leading to your private roof top deck where you can view the ocean and bay while relaxing at your own palapa bar. This home is an entertainer`s/vacationer`s dream; to have income while owning a prime piece of Newport Beach luxury real estate. 3 bedroom, 2 bath owners unit, 2 bedroom, 2 bath income unit below with private terrace and newly installed dark wood flooring.
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Tour Property Currently for Sale
51 Balboa Cvs City/Area: Newport Beach, CA 92663 Beds: 4 Baths: 3 Sq. Ft.: N/A Year/Age: 1952 Lot Size: 4,947.00 Map Code: 888H6 MLS#: U10004906 List Price: $1,660,000 Sold Price: N/A $/Sq. Ft.: N/A List Date: 10/30/2010 Sold Date: Expired Date: DOM/MT: 299 # 8
51 Balboa Cvs
Interior Features: Fireplace: Y; Exterior Features: Garage: 4; Lot Features: Remarks: GREATLY REDUCED AND CURRENTLY THE BEST COVE'S BUY! AFFORDABLE CANAL FRONT LIVING IN BALBOA COVES (NEWPORT'S VENICE) A GATE GUARDED COMMUNITY WITH PARKS & GREAT GUEST PARKING. EASILY ACCESSED FROM P.C.H. THIS HOME HAS STUNNING WATER VIEWS WITH A COMMUNITY DOCK AND SLIP FOR A 30+ FOOT POWER BOAT. EXPANDED IN THE 1970'S (APPROX 2,700 SQ. FT. FROM CITY PERMITS - BUYER TO VERIFY). TWO SPACIOUS STORIES WITH FOUR LARGE BEDROOMS (TWO UP & TWO DOWN) AND A SPACIOUS FAMILY ROOM. THE MASTER SUITE LOOKS OUT TO THE CANAL & HAS A DECK WITH INCREDIBLE WATER VIEWS! PLUS A FOUR CAR GARAGE!
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Tour Property Currently for Sale
520 W Balboa Blvd City/Area: Newport Beach, CA 92661 Beds: 5 Baths: 4 Sq. Ft.: 2,498 Year/Age: 1976 Lot Size: 2,808.00 Map Code: 919B2 MLS#: U11002299 List Price: $1,690,000 Sold Price: N/A $/Sq. Ft.: $677 List Date: 05/24/2011 Sold Date: Expired Date: DOM/MT: 22 # 9
520 W Balboa Blvd
Interior Features: Fireplace: Y; Exterior Features: Garage: 4; Lot Features: Remarks: MOTIVATED SELLER ,MAKE AN OFFER ON THIS PRIME CORNER LOCATION FOR THIS CHARMING REMODELED DUPLEX WITH FABULOUS OCEAN VIEWS.UPSTAIRS GORGEOUS 3BD/2BA W/WOOD FLOORS THROUGHOUT,OPEN FLOOR PLAN,VAULTED CEILING,SURROUND SOUND,CUSTOM KITCHEN W/GRANITE COUNTERS STAINLESS APPLIANCES.PERFECT FOR OWNER UNIT.DOWNSTAIRS 2BD/2BA WITH TILE FLOORS AND GREAT PATIO.ENCLOSED 3 CAR GARAGE +1 SPACE.EACH UNIT HAS INSIDE LAUNDRY.
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Tour Property Currently for Sale
500 K St City/Area: Newport Beach, CA 92661 Beds: 4 Baths: 3 Sq. Ft.: 2,900 Year/Age: 1980 Lot Size: 0.00 Map Code: 919D2 MLS#: U11000261 List Price: $1,995,000 Sold Price: N/A $/Sq. Ft.: $688 List Date: 01/19/2011 Sold Date: Expired Date: DOM/MT: 84 #10
500 K St
Interior Features: Fireplace: Y; Exterior Features: Garage: 2; Lot Features: Remarks: A spacious home on a large lot on Balboa Peninsula Point. Large living room opens to front courtyard. Spacious kitchen and den open to side patio. Perfect primary home or beach getaway. Steps to beach and bay. Great upstairs den or teen room. A rooftop deck for great entertaining and city and bay views.
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Tour Property Currently for Sale
2025 E Balboa Blvd City/Area: Newport Beach, CA 92661 Beds: 4 Baths: 4 Sq. Ft.: 2,840 Year/Age: 1975 Lot Size: 3,200.00 Map Code: 919D2 MLS#: U11000716 List Price: $2,150,000 Sold Price: N/A $/Sq. Ft.: $757 List Date: 02/14/2011 Sold Date: Expired Date: DOM/MT: 178 #11
2025 E Balboa Blvd
Interior Features: Fireplace: Y; Exterior Features: Garage: 2; Lot Features: Remarks: This stunning 4 bedroom, 4 bath home boasts four outdoor patios including a spacious roof top deck with city lights, Newport Coast and peak Harbor views. The chef s kitchen features a 6-burner Dacor stove, Sub-Zero fridge/freezer and wine fridge, Blue Eyes granite countertops, travertine floors and opens up to the family room with fireplace, a full bathroom and French doors leading to a large enclosed courtyard patio. Enveloped by hardwood & travertine floors and coffered ceilings,shades and retractable screens for all windows and French Doors, laundry chute, A/C, central vacuum, alarm system and surround sound. The master suite has vaulted ceilings with French doors leading to two balconies and a remodeled master bath with steam shower, separate tub and a walk-in closet. And for parking convenience, this home has a 2-car garage with epoxy floors. The large back patio could also serve as a tandem carport or RV/boat parking. This home can also be purchased with furnishings.
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Loan Analysis
Sample Monthly payment based on Principal, Interest, Taxes, and Insurance #
1
Address
Price
Loan 1
7.00%
Loan 2
7.00%
Loan 3
6.00%
223 Lugonia St
Down Payment:
$894,000
$6,983
$89,400
$5,503
$178,800
$5,569
$89,400
304 Colton St
Down Payment:
$895,000
$6,991
$89,500
$5,509
$179,000
$5,575
$89,500
259 Colton St
Down Payment:
$899,000
$7,022
$89,900
$5,534
$179,800
$5,600
$89,900
308 Lugonia St
Down Payment:
$925,000
$7,225
$92,500
$5,694
$185,000
$5,762
$92,500
3611 W Balboa Blvd
Down Payment:
$1,149,500
$8,979
$114,950
$7,076
$229,900
$7,161
$114,950
406 40th St
Down Payment:
$1,245,000
$9,725
$124,500
$7,664
$249,000
$7,755
$124,500
223 20th St
Down Payment:
$1,550,000
$12,107
$155,000
$9,541
$310,000
$9,655
$155,000
51 Balboa Cvs
Down Payment:
$1,660,000
$12,966
$166,000
$10,219
$332,000
$10,341
$166,000
520 W Balboa Blvd
Down Payment:
$1,690,000
$13,201
$169,000
$10,403
$338,000
$10,527
$169,000
Loan Scenarios
Loan 1: Loan 2: Loan 3: Term 20 Years 30 Years 30 Years Rate 7.00% 7.00% 6.00% Down 10.00% down 20.00% down 10.00% down Tax 1.00% tax 1.00% tax 1.00% tax Insurance Rate 0.00% 0.00% 0.00%
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Loan Analysis
Sample Monthly payment based on Principal, Interest, Taxes, and Insurance # Address
Down Payment: 10
Price
Loan 1
7.00% $169,000
Loan 2
7.00% $338,000
Loan 3
6.00% $169,000
500 K St
Down Payment:
$1,995,000
$15,583
$199,500
$12,281
$399,000
$12,427
$199,500
11
2025 E Balboa Blvd
Down Payment:
$2,150,000
$16,794
$215,000
$13,235
$430,000
$13,393
$215,000
Loan Scenarios
Loan 1: Loan 2: Loan 3: Term 20 Years 30 Years 30 Years Rate 7.00% 7.00% 6.00% Down 10.00% down 20.00% down 10.00% down Tax 1.00% tax 1.00% tax 1.00% tax Insurance Rate 0.00% 0.00% 0.00%
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Buyer Comment Sheet
223 Lugonia St
City/Area: List Price:
Beds: 3 Sq. Ft.: 1631 Lot Size: 2400
Newport Beach, CA 92663 $894,000
Baths: 2 Showing Appeal: Overall Condition::
Poor (1)
Average (2)
Good (3) Excellent (4)
Comments:
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Buyer Comment Sheet
304 Colton St
City/Area: List Price:
Beds: 4 Sq. Ft.: 1920 Lot Size: 2480
Newport Beach, CA 92663 $895,000
Baths: 3 Showing Appeal: Overall Condition::
Poor (1)
Average (2)
Good (3) Excellent (4)
Comments:
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Buyer Comment Sheet
259 Colton St
City/Area: List Price:
Beds: 3 Sq. Ft.: 1608 Lot Size: 2400
Newport Beach, CA 92663 $899,000
Baths: 2 Showing Appeal: Overall Condition::
Poor (1)
Average (2)
Good (3) Excellent (4)
Comments:
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Buyer Comment Sheet
308 Lugonia St
City/Area: List Price:
Beds: 3 Sq. Ft.: 2156 Lot Size: 2480
Newport Beach, CA 92663 $925,000
Baths: 3 Showing Appeal: Overall Condition::
Poor (1)
Average (2)
Good (3) Excellent (4)
Comments:
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Buyer Comment Sheet
3611 W Balboa Blvd
City/Area: List Price:
Beds: 4 Sq. Ft.: 1824 Lot Size: 0
Newport Beach, CA 92663 $1,149,500
Baths: 3 Showing Appeal: Overall Condition::
Poor (1)
Average (2)
Good (3) Excellent (4)
Comments:
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Buyer Comment Sheet
406 40th St
City/Area: List Price:
Beds: 4 Sq. Ft.: 1671 Lot Size: 2850
Newport Beach, CA 92663 $1,245,000
Baths: 2 Showing Appeal: Overall Condition::
Poor (1)
Average (2)
Good (3) Excellent (4)
Comments:
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The accuracy of all information is deemed reliable, but is not guaranteed.
Buyer Comment Sheet
223 20th St
City/Area: List Price:
Beds: 5 Sq. Ft.: 0 Lot Size: 2250
Newport Beach, CA 92663 $1,550,000
Baths: 4 Showing Appeal: Overall Condition::
Poor (1)
Average (2)
Good (3) Excellent (4)
Comments:
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Buyer Comment Sheet
51 Balboa Cvs
City/Area: List Price:
Beds: 4 Sq. Ft.: 0 Lot Size: 4947
Newport Beach, CA 92663 $1,660,000
Baths: 3 Showing Appeal: Overall Condition::
Poor (1)
Average (2)
Good (3) Excellent (4)
Comments:
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Buyer Comment Sheet
520 W Balboa Blvd
City/Area: List Price:
Beds: 5 Sq. Ft.: 2498 Lot Size: 2808
Newport Beach, CA 92661 $1,690,000
Baths: 4 Showing Appeal: Overall Condition::
Poor (1)
Average (2)
Good (3) Excellent (4)
Comments:
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Buyer Comment Sheet
500 K St
City/Area: List Price:
Beds: 4 Sq. Ft.: 2900 Lot Size: 0
Newport Beach, CA 92661 $1,995,000
Baths: 3 Showing Appeal: Overall Condition::
Poor (1)
Average (2)
Good (3) Excellent (4)
Comments:
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Buyer Comment Sheet
2025 E Balboa Blvd
City/Area: List Price:
Beds: 4 Sq. Ft.: 2840 Lot Size: 3200
Newport Beach, CA 92661 $2,150,000
Baths: 4 Showing Appeal: Overall Condition::
Poor (1)
Average (2)
Good (3) Excellent (4)
Comments:
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Estimate of Funds Required From Buyer
Low Middle High
Price
Down Payment Loan Fee Document Fee Appraisal Escrow Fee ALTA Title Recording Fees Misc. Charges
$169,900
$178,800 $7,152 $150 $350 $1,740 $100 $50 $250 $188,592
$247,000
$249,000 $9,960 $150 $350 $2,354 $100 $50 $250 $262,214
$247,000
$430,000 $17,200 $150 $350 $3,938 $100 $50 $250 $452,038
Total
Net1
Net2
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