Author Topic: Comparing Mello Roos and HOAs  (Read 22250 times)

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Offline 0$

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Comparing Mello Roos and HOAs
« on: June 16, 2014, 09:54:48 AM »
Unless my search skillz are mistaken, I can't find a listing of all the HOAs and Mello Roos associated with each community.

Post any known HOA and Mello Roos in this thread and I'll update the table in this post.

NOTES:
- Tract HOAs INCLUDE all association and sub association dues.
- Mello Roos are the monthly cost (annual / 12) for ALL non-ad valorem taxes (everything NOT based on value, typically stuff outside CA & IRWD taxes)
- You can find the MR amount by viewing a property tax bill via the OC Assessor: http://tax.ocgov.com/tcweb/search_Page.asp
- If there is a range for MR or HOAs, the midpoint is posted
- Not all communities are listed -- post what you know and I'll add/edit accordingly.

VillageTractTotal HOAsMello Roos & OtherTotal Monthly
El Camino RealCollege Park???
El Camino RealColony???
El Camino RealDeerfield3150315
El Camino RealEl Camino Glen???
El Camino RealGreentree65065
El Camino RealGroves2300230
El Camino RealSmoketree3200320
El Camino RealWillows???
Great ParkPavillion Park???
Great ParkPavillion Park/Birch Trail166408574
Harvard Square ???
Laguna Altura ???
Laguna AlturaSiena?410?
Lambert Ranch 2982300
Northwood ???
NorthwoodRaquet Club???
Northwood II ???
Northpark 155117272
NorthparkEvergreen299117413
Northpark Square ???
Oak Creek 175123298
Orchard HillsEntrata385280665
Portola Springs ???
Portola SpringsCasero238355593
Portola SpringsSevilla245299544
Quail Hill ???
Rancho San Joaquin ???
Shady Canyon ???
Stonegate 113296409
Stonegate East 125286411
Stonegate EastCapistrano251286537
Turtle Rock ???
Turtle Ridge ???
University Hills ???
University Park 232??
University Town Center ???
University Research Park ???
Walnut ???
West Irvine ???
Westpark ???
Woodbridge 3720372
WoodbridgeParkside3480348
Woodbury ???
WoodburyLa Cresta110584694
WoodburyStonetree Manor258367625
Woodbury East 134226360
« Last Edit: June 17, 2014, 03:53:14 PM by thatOSguy »

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Offline lennos79

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Re: Comparing Mello Roos and HOAs
« Reply #1 on: June 16, 2014, 10:30:40 AM »
Lambert Ranch:  Total HOA = $298, Mello Roos = $0, Total Monthly= $298

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Re: Comparing Mello Roos and HOAs
« Reply #2 on: June 16, 2014, 10:43:57 AM »
 ;)
« Last Edit: August 27, 2014, 12:50:37 PM by OpenToTheSky »

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Re: Comparing Mello Roos and HOAs
« Reply #3 on: June 16, 2014, 10:55:26 AM »
Capistrano at Stonegate East:
Property tax: 1.05% of sales price
 AD tax (Mello-Roos): $1579 per yr
 CFD tax(Mello-Roos): $1700 per yr
 Other taxes: $156 per yr
 Overall tax: 1.7% approximately
 HOA due are $251 per month. (Stonegate East HOA- 125, Capistrano HOA -126)
 Fixed annual cost would be Mortgage + Property Tax + $6447 (Mello-Roos and HOA)
Siena at Laguna Altura:
Base Property Tax: 1.03% of the sales price
 AD Tax: $3,063 per year
 CFD Tax (Mello-Roos): $1,700 per year
 Other Taxes: $156 per year
 Overall Effective Tax Rate: Approximately 1.8%
Birch Trail at Pavilion Park:
Approximate HOA Dues: $138 - $193 per month
Approximate Tax rate: 1.1%
Approximate Mello Roos:  $4,400 – $5,400 (based upon the square footage of the home) and subject to an increase by 2% per year.
La Cresta at Woodbury:
Basic Neighborhood Financial Information
 Base Property Tax: 1.0035%
 CFD/Special Assessments: $7,005/year
 Homeowners Dues: $110 per month (approximately)

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Re: Comparing Mello Roos and HOAs
« Reply #4 on: June 16, 2014, 11:01:05 AM »
Aldeas at Oak Creek:
HOA Dues: $175
 Annual Property Taxes @ 1.033: $6600
 Annual Mello Roos: $1480
 Monthly Taxes + Mello Roos: $674
Fixed Monthly Expenses: $3144
Casero at Portola Springs:
Base Property Tax:                    1.05% of sales price
 CFD Tax:                                   $4,103 per year
 Other Taxes:                              $156 per year
 Overall Effective Tax Rate:        1.74%
 Homeowners Association:         $153/month

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Re: Comparing Mello Roos and HOAs
« Reply #5 on: June 16, 2014, 11:07:48 AM »
193 Briarwood at Woodbridge:
HOA Dues: $372/month
• Mello Roos Tax: No

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Re: Comparing Mello Roos and HOAs
« Reply #6 on: June 16, 2014, 11:13:39 AM »
HOAs ONLY:

30 Oak Tree Lane in University Park: $232/mo.
4281 Pioneer St. at Greentree in El Camino Real: $65/mo.

What happened to just normal Stonegate?

San Mateo at Stonegate:
Base Property Tax:  1.05% of sales price
 AD Tax:   $1,694 per year
 CFD Tax:  $1,700 per year
 Other Taxes:  $152 per year
 Overall Effective Tax Rate: Approximately 1.7%

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Re: Comparing Mello Roos and HOAs
« Reply #7 on: June 16, 2014, 11:23:24 AM »
HOAs ONLY

14 Dragonfly at Deerfield in El Camino Real: $315/mo.

I think your missing communities in El Camino Real:

8 Monarch at Irvine Groves in El Camino Real: $230/mo.
25 Orangetip at Irvine Groves II in El Camino Real: $230/mo.
6 Greenwood at Smoketree in El Camino Real: $320/mo.

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Re: Comparing Mello Roos and HOAs
« Reply #8 on: June 16, 2014, 12:11:42 PM »
Pavillion Park HOA 193.  Mello Roos depends on the lot size.  Around 1.7% property tax

Offline 0$

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Re: Comparing Mello Roos and HOAs
« Reply #9 on: June 16, 2014, 01:07:26 PM »
Pavillion Park HOA 193.  Mello Roos depends on the lot size.  Around 1.7% property tax

If you can provide the MR range I can compare with what was advised by "???" and post the midpoint. "1.7%" will float depending on value as that's a blend of fixed and variable taxes.

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Re: Comparing Mello Roos and HOAs
« Reply #10 on: June 16, 2014, 02:46:19 PM »
 :P
« Last Edit: August 27, 2014, 01:50:35 PM by OpenToTheSky »

Offline bones

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Re: Comparing Mello Roos and HOAs
« Reply #11 on: June 16, 2014, 02:55:55 PM »
]
« Last Edit: September 08, 2014, 02:46:00 PM by WTTCMN »

Offline 0$

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Re: Comparing Mello Roos and HOAs
« Reply #12 on: June 16, 2014, 03:06:22 PM »
 :P
« Last Edit: August 27, 2014, 12:18:28 PM by OpenToTheSky »

Offline paperboyNC

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Re: Comparing Mello Roos and HOAs
« Reply #13 on: June 16, 2014, 03:09:37 PM »
Portola Springs - Sevilla. HOA $245/mo ($134 + $111). Mello Roos, etc. $299/mo

Edit to Add. Casero is not $153/mo. These listings claims $238/mo:
http://www.redfin.com/CA/Irvine/71-Sacred-Path-92618/home/51685202
http://www.redfin.com/CA/Irvine/74-Autumn-Sage-92618/home/51685199
http://www.redfin.com/CA/Irvine/28-Pathway-92618/home/52203945

Offline bones

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Re: Comparing Mello Roos and HOAs
« Reply #14 on: June 16, 2014, 03:11:59 PM »
]
« Last Edit: September 08, 2014, 02:45:23 PM by WTTCMN »

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