1040 Lake Forest Dr, Matthews, NC 28104
Home value
$1,230,700
$1.14M - $1.32M
$6,526/mo
Owner options
$6,526/mo
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$8,010/mo
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$8,010/mo
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Zillow last checked:
Listing updated:
Selena Jones selena@almajannie.com,
AlmaJannie Realty LLC
Craig Magee
Keller Williams Ballantyne Area
Facts & features
Interior
Bedrooms & bathrooms
- Bedrooms: 6
- Bathrooms: 5
- Full bathrooms: 5
- Main level bedrooms: 1
Primary bedroom
- Features: En Suite Bathroom, See Remarks
- Level: Upper
Bedroom s
- Level: Main
Bedroom s
- Level: Basement
Bedroom s
- Features: En Suite Bathroom
- Level: Upper
Bedroom s
- Features: See Remarks
- Level: Upper
Bedroom s
- Features: See Remarks
- Level: Upper
Bathroom full
- Level: Main
Bathroom full
- Level: Upper
Bathroom full
- Level: Upper
Bathroom full
- Level: Upper
Bathroom full
- Level: Basement
Bonus room
- Features: Tray Ceiling(s)
- Level: Basement
Dining room
- Level: Main
Other
- Level: Main
Kitchen
- Features: Computer Niche, Kitchen Island
- Level: Main
Laundry
- Features: Built-in Features, Drop Zone
- Level: Main
Living room
- Level: Main
Other
- Level: Upper
Sunroom
- Level: Main
Heating
- Forced Air, Natural Gas
Cooling
- Central Air, Electric
Appliances
- Included: Microwave, Dishwasher, Dryer, Electric Oven, Gas Cooktop, Refrigerator, Washer
- Laundry: Laundry Room, Main Level, Washer Hookup
Features
- Basement: Exterior Entry,Partially Finished,Walk-Out Access
- Fireplace features: Bonus Room, Great Room
Interior area
- Total structure area: 4,039
- Total interior livable area: 5,359 sqft
- Finished area above ground: 4,039
- Finished area below ground: 1,320
Property
Parking
- Total spaces: 3
- Parking features: Driveway, Garage on Main Level
- Garage spaces: 3
- Has uncovered spaces: Yes
Features
- Levels: Two
- Stories: 2
- Exterior features: In-Ground Irrigation
- Pool features: Community
- Fencing: Fenced
Lot
- Size: 0.41 Acres
Living quarters
- Secondary features: None
Details
- Parcel number: 06099306
- Zoning: AM5
- Special conditions: Standard
Construction
Type & style
- Home type: SingleFamily
- Architectural style: Traditional
- Property subtype: Single Family Residence
Materials
- Brick Partial
- Roof: Shingle
Condition
- New construction: No
- Year built: 2013
Utilities & green energy
- Sewer: County Sewer
- Water: County Water
Community & HOA
Community
- Features: Clubhouse, Playground, Sport Court, Tennis Court(s)
- Subdivision: Lake Forest Preserve
HOA
- Has HOA: Yes
- HOA fee: $746 semi-annually
Location
- Region: Matthews
Financial & listing details
- Price per square foot: $230/sqft
- Tax assessed value: $1,048,600
- Annual tax amount: $5,239
- Date on market: 8/5/2025
- Cumulative days on market: 15 days
- Listing terms: Cash,Conventional
- Exclusions: Fire Pit and Gas Grill do not convey
- Road surface type: Concrete, Paved
Price history
| Date | Event | Price |
|---|---|---|
| 9/19/2025 | Sold | $1,235,000-5%$230/sqft |
Source: | ||
| 8/5/2025 | Listed for sale | $1,300,000+83.1%$243/sqft |
Source: | ||
| 7/8/2019 | Sold | $710,000-2.4%$132/sqft |
Source: | ||
| 5/6/2019 | Pending sale | $727,750$136/sqft |
Source: Dane Warren Real Estate #3499217 Report a problem | ||
| 5/2/2019 | Listed for sale | $727,750+28.1%$136/sqft |
Source: Dane Warren Real Estate #3499217 Report a problem | ||
| 11/28/2012 | Sold | $568,000$106/sqft |
Source: Public Record Report a problem | ||
Public tax history
| Year | Property taxes | Tax assessment |
|---|---|---|
| 2025 | $5,239 -1.5% | $1,048,600 +35.4% |
| 2024 | $5,319 +4.2% | $774,300 -4% |
| 2023 | $5,106 -0.2% | $806,700 +0.3% |
| 2022 | $5,115 | $804,200 |
| 2021 | $5,115 +10.9% | $804,200 +36.5% |
| 2020 | $4,611 | $589,000 |
| 2019 | $4,611 +7.1% | $589,000 |
| 2018 | $4,305 | $589,000 |
| 2017 | $4,305 -4.6% | $589,000 |
| 2016 | $4,515 | $589,000 |
| 2015 | $4,515 +557.2% | $589,000 +6.8% |
| 2014 | $687 | $551,300 +451.3% |
| 2013 | -- | $100,000 |
| 2012 | -- | $100,000 |
| 2011 | -- | $100,000 |
| 2010 | -- | $100,000 |
| 2009 | $684 | $100,000 |
| 2008 | $684 -8.7% | $100,000 -2.9% |
| 2007 | $750 +11.6% | $103,000 |
| 2006 | $671 | $103,000 |
Neighborhood: 28104
Nearby homes
- $1,331,100-- bd1 ba7.4k sqft1044 Lake Forest Dr, Matthews, NC 28104Off Market
- $1,184,1006 bd4 ba5k sqft601 Maple Valley Ct, Matthews, NC 28104Off Market
- $1,375,6006 bd8 ba6.9k sqft1041 Lake Forest Dr, Matthews, NC 28104Off Market
- $1,426,1006 bd6 ba8.3k sqft605 Maple Valley Ct, Matthews, NC 28104Off Market
- $1,188,0007 bd5 ba6.1k sqft609 Maple Valley Ct, Matthews, NC 28104Sold
- $1,185,2006 bd4 ba5.4k sqft1037 Lake Forest Dr, Matthews, NC 28104Off Market
- $1,162,6006 bd4 ba4.9k sqft1048 Lake Forest Dr, Matthews, NC 28104Off Market
- $1,211,0005 bd5 ba5.4k sqft1045 Lake Forest Dr, Matthews, NC 28104Off Market
Nearby schools
GreatSchools rating
- 10/10Weddington Elementary SchoolGrades: PK-5Distance: 0.6 mi
- 10/10Weddington Middle SchoolGrades: 6-8Distance: 1 mi
- 9/10Weddington High SchoolGrades: 9-12Distance: 0.8 mi
Schools provided by the listing agent
- Elementary: Weddington
- Middle: Weddington
- High: Weddington
Source: Canopy MLS as distributed by MLS GRID. This data may not be complete. We recommend contacting the local school district to confirm school assignments for this home.
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- North Carolina
- Union County
- Weddington
- 28104
- 1040 Lake Forest Dr