OFF_MARKETGood Deal2 days on market

5064 Montego Ln

5064 Montego Ln, Pt Charlotte, FL 33981, Pt Charlotte, FL 33981
$250,000
Zestimate®:$241,400

Listing Price

Property image 1
5064 Montego Ln, Pt Charlotte, FL 33981
Loc: Pt Charlotte, FL
Days Listed
2
Tax Assessed
$281k
Zestimate®
$241k
Market Rate
Lot Size
10,058 sqft
Rent Estimate
$2,224/mo
Est. Cash Flow base
Type
single family

More Than Just a Property

We believe a home extends beyond its walls. That's why we help you explore the pulse of the community—from top-rated schools to essential emergency services. Your safety, well-being, and connection to the neighborhood matter to us.

4.9
Safety Score
A+
Schools

Nearby Schools

Educational options and performance ratings in the area.

6

Myakka River Elementary School

PK-5
1.4 mi away
7

L. A. Ainger Middle School

6-8
4 mi away
5

Lemon Bay High School

9-12
5.7 mi away

Property Overview

A stunning investment opportunity in a prime location. This property features modern amenities, spacious living areas, and strong rental potential.

Features & Amenities

Open Floor PlanHardwood FloorsModern KitchenStainless Steel AppliancesCentral Heat/AirLarge BackyardParkingNear Transit

Haven AI Verdict

Recommendation
Pending...
Confidence Score: 0/10
Exercise caution due to potential market volatility.
Cap Rate
6.81%
Total ROI
23.7%
Cash Flow
$155/mo
DSCR
1.12
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Data provided by Haven AI. Disclaimer

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10-Year Price Projection

Price & Tax History

Price History

DateEventPricePrice/sqft
2026-07-09Sold$240,000$148
2026-07-08Contingent$250,000$154
2026-06-14Pending sale$250,000$154
2026-06-08Listed for sale$250,000$154
1995-10-04Sold$13,700$8

Tax History

YearProperty TaxTax Assessment
2025$1,902.15$115,423
2024$1,847.23$112,713
2023$1,798.73$109,421
2022$1,713.79$106,975
2021$1,695.42$103,859
2020$1,678.61$102,425
2019$1,591.69$100,122
2018$1,452.07$98,255
2017$1,452.07$96,234
2016$1,431.16$94,255
2015$1,415.88$93,600
2014$1,401.08$92,857
2013$916.54$89,956
2012$874.08$89,182
2011$851.34$89,182
2010$984.25$95,508
2009$1,127.14$108,442
2007$0$102,614
2006$0$102,614
2005$0$96,723
2004$0$94,920
2003$0$94,920
2002$1,384.72$92,695
2001$1,214.58$82,931
2000$1,322.06$89,976
Nathaniel Pitchon-Getzels Logo
Getzels Group
Haven Team
CalRE #01884947
Call / Text
818.535.5337

Property Specs

Beds
3
Baths
2
Sq Ft
1,620
Institutional Underwriting Ledger

Investment Numbers & Operating Model

Standardized cash flow underwriting modeled with state tax schedules, regional insurance hazard risk, and disciplined operating reserves.

Data Sources:MLS List Price: $250,000Rent Basis: Observed Comp Model ($2,224/mo)State Tax Benchmark: 0.98% (FL)Hazard Reserve: $150/mo
Haven ScoreNeutral
4/ 10

Multi-factor yield grade

Cap Rate (Unleveraged)
6.40%

NOI: $15,999/yr

Cash-on-Cash Yield
0.8%

On $57,500 invested

DSCR Ratio
1.03x

Tight qualification

5-Yr Leveraged ROI
+98.0%

Equity + cumulative cash

Financing Scenario Controls
Adjust down payment & rates to model your personalized return

Monthly Cash Flow Breakdown

Monthly Operating Deductions
Property Taxes (0.98% of basis)-$229/mo
Homeowner / Hazard Insurance-$150/mo
Vacancy Reserve (5% of rent)-$111/mo
Repairs & Maintenance (10% of rent)-$222/mo
Property Management (8% of rent)-$178/mo
Total Pure Operating Expenses-$891/mo
Net Investor Cash Flow
Gross Scheduled Rent+$2,224/mo
Less: Operating Expenses-$891/mo
Net Operating Income (NOI)+$1,333/mo
Less: Debt Service (30yr @ 6.75%)-$1,297/mo
Net Cash Flow
$36/mo
$433/year
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