$865,000
SOLD DEC 16, 2024

1 Cartegena Aliso Viejo, CA 92656

3 Beds
3 Baths
1,695 Sq Ft
$468/mo HOA Fee

Recently Sold

$510 Per Sq Ft

13% Below List Price

91 Days on Market

Highlights

  • Spa
  • Primary Bedroom Suite
  • Main Floor Bedroom
  • Wood Canyon Elementary School Rated A-
  • Fireplace in Primary Bedroom
  • Hiking Trails

About This Home

As of December 2024

Condo located in the beautiful gated community of Montelena in the city of Aliso Viejo. Downstairs you will find an open floorplan complete with a first level bedroom and bath, kitchen open with a breakfast bar and a living room with a fireplace. Enjoy the private back patio perfect for morning coffee. Upstairs you will find dual suites; On the primary suite you will find a romantic fireplace and balcony. Community includes a pool, spa and clubhouse. Also located nearby are: shops, entertainment, parks and hiking paths. Truly a must see!

Last Agent to Sell the Property

Jennifer Oliveros

HomeSmart, Evergreen Realty Brokerage Phone: 714-204-7750 License #01900465 Listed on: 08/01/2024

HomeSmart, Evergreen Realty

Co-Listed By

Vanette Boswell

HomeSmart, Evergreen Realty Brokerage Phone: 714-204-7750 License #01408886

Last Buyer's Agent

Risa Brown

Real Broker License #01872898

Real Broker

Property Details

Home Type

  • Condominium

Est. Annual Taxes

  • $6,756

Year Built

  • Built in 1990

HOA Fees

Parking

  • 2 Car Attached Garage
  • Parking Available
  • Front Facing Garage

Interior Spaces

  • 1,695 Sq Ft Home
  • 2-Story Property
  • Family Room with Fireplace
  • Laundry Room

Bedrooms and Bathrooms

  • 3 Bedrooms | 1 Main Level Bedroom
  • Fireplace in Primary Bedroom
  • Primary Bedroom Suite
  • Double Master Bedroom
  • 3 Full Bathrooms

Outdoor Features

  • Spa
  • Enclosed patio or porch
  • Exterior Lighting

Additional Features

  • Two or More Common Walls
  • Forced Air Heating and Cooling System

Listing and Financial Details

  • Tax Lot 1
  • Tax Tract Number 13283
  • Assessor Parcel Number 93065917
  • $16 per year additional tax assessments

Community Details

Overview

  • 126 Units
  • Montelena At Aliso Viejo Association, Phone Number (949) 367-1923
  • Aliso Viejo Community Association, Phone Number (949) 716-3998
  • Powerstone HOA

Recreation

  • Community Pool
  • Community Spa
  • Park
  • Hiking Trails

Security

  • Controlled Access

Property Details

Home Type

Condominium

Est. Annual Taxes

$6,756

Year Built

Built in 1990

Lot Details

0

HOA Fees

$468 per month

Parking

2

Listing Details

  • Structure Type: House
  • Assessments: Yes
  • Other Phone Description: 949-697-6019
  • Other Phone Number: 949-697-6019
  • Property Attached: Yes
  • View: No
  • Property Sub Type: Condominium
  • Property Type: Residential
  • Parcel Number: 93065917
  • Year Built: 1990
  • Special Features: None

Interior Features

  • Fireplace: Yes
  • Living Area: 1695.00 Square Feet
  • Stories: 2
  • Entry Location: FRONT
  • Common Walls: 2+ Common Walls
  • Full Bathrooms: 3
  • Full And Three Quarter Bathrooms: 3
  • Total Bedrooms: 3
  • Entry Level: 1
  • Fireplace Features: Family Room, Primary Bedroom
  • Levels: Two
  • Main Level Bathrooms: 1
  • Main Level Bedrooms: 1
  • Price Per Square Foot: 510.32
  • Room Type: Family Room, Kitchen, Laundry, Main Floor Bedroom, Primary Bathroom, Primary Bedroom, Primary Suite, Two Primaries
  • Spa Features: Association

Exterior Features

  • Patio: Yes
  • Patio And Porch Features: Enclosed
  • Pool Features: Association
  • Pool Private: No
  • Spa: Yes

Garage/Parking

  • Attached Garage: Yes
  • Garage Spaces: 2.00
  • Parking: Yes
  • Parking Features: Garage Faces Front
  • Total Parking Spaces: 2.00

Utilities

  • Utilities: Electricity Available, Electricity Connected, Natural Gas Available, Natural Gas Connected, Sewer Available, Sewer Connected, Water Available, Water Connected
  • Heating: Yes
  • Laundry: Yes
  • Heating Type: Forced Air
  • Laundry Features: In Closet
  • Sewer: Public Sewer
  • Water Source: Public
  • Cooling: Central Air
  • Cooling: Yes

Condo/Co-op/Association

  • Association: Yes
  • Association: Aliso Viejo Community Association
  • Amenities: Pool, Spa/Hot Tub, Controlled Access
  • Association Fee: 436.00
  • Association #2 Fee: 96.00
  • Association #2 Fee Frequency: Quarterly
  • Association Fee Frequency: Monthly
  • Association Name: Montelena at Aliso Viejo
  • Phone: 9493671923
  • Association Phone #2: 9497163998
  • Senior Community: No
  • Common Interest: Condominium
  • Community Features: Curbs, Hiking, Park, Sidewalks, Street Lights
  • Association Management: Powerstone

Schools

  • School District: Capistrano Unified

Lot Info

  • Additional Parcels: No
  • Land Lease: No
  • Lot Size Sq Ft: 3630.00
  • Lot Size Acres: 0.0833

Multi Family

  • Lease Considered: No
  • Lot Size Area: 3630.0000 Square Feet
  • Number Of Units In Community: 126
  • Number Of Units Total: 1

Tax Info

  • Tax Census Tract: 626.40
  • Tax Lot: 1
  • Tax Tract Number: 13283
  • TaxOtherAnnualAssessmentAmount: 16.00

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
May 19, 2017
Closed on
Jul 27, 2017
Sold by
Stewart Nancy L
Bought by
Stewart Anthony D
Seller's Agent
Terry Hunter
Hunter-Broker
Buyer's Agent
Vanette Boswell
HomeSmart, Evergreen Realty
List Price
$620,000
Sold Price
$600,000
Premium/Discount to List
-$20,000
-3.23%
Current Estimated Value
$926,243

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$326,243
Avg. Annual Appreciation
5.50%
Original Mortgage
$480,000
Interest Rate
3.88%
Mortgage Type
New Conventional

Purchase Details

Listed on
May 19, 2017
Closed on
Jul 24, 2017
Sold by
Zierhut Kristopher Paul and Zierhut Kathleen Boggan
Bought by
Stewart Anthony D and Stewart Nancy L
Seller's Agent
Terry Hunter
Hunter-Broker
Buyer's Agent
Vanette Boswell
HomeSmart, Evergreen Realty
List Price
$620,000
Sold Price
$600,000
Premium/Discount to List
-$20,000
-3.23%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$480,000
Interest Rate
3.88%
Mortgage Type
New Conventional

Purchase Details

Closed on
Aug 2, 2005
Sold by
Johnson Kathryn K
Bought by
Zierhut Kristopher Paul and Zierhut Kathleen Boggan

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$274,000
Interest Rate
5.56%
Mortgage Type
Fannie Mae Freddie Mac

Purchase Details

Closed on
Aug 2, 2001
Sold by
Whitesell Kerry T and Whitesell Stephanie A
Bought by
Johnson Kathryn K and Johnson Family Trust

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$315,000
Interest Rate
6.87%
Source: Public Records

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Range of Values:

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Home Values in the Area

Source: Public Records

Average Home Value in this Area





Source: Public Records

Purchase History

Date Type Sale Price Title Company
Interfamily Deed Transfer -- Lawyers Title
Interfamily Deed Transfer -- Lawyers Title
Grant Deed $600,000 Lawyers Title
Grant Deed $579,000 Commonwealth Title
Grant Deed $315,000 North American Title Co
Source: Public Records

Mortgage History

Date Status Loan Amount Loan Type
Open $78,864 Credit Line Revolving
Open $451,302 New Conventional
Closed $480,000 New Conventional
Previous Owner $275,000 New Conventional
Previous Owner $235,000 New Conventional
Previous Owner $274,000 Fannie Mae Freddie Mac
Previous Owner $315,000 No Value Available
Previous Owner $30,000 Unknown
Previous Owner $184,500 Unknown
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
12/16/2024 12/16/24 Sold $865,000 0.0% $510 / Sq Ft
11/01/2024 11/01/24 Pending -- -- --
11/01/2024 11/01/24 Off Market $865,000 -- --
10/18/2024 10/18/24 Price Changed $899,000 -7.2% $530 / Sq Ft
08/30/2024 08/30/24 Price Changed $969,000 -2.9% $572 / Sq Ft
08/01/2024 08/01/24 For Sale $998,000 +66.3% $589 / Sq Ft
08/14/2017 08/14/17 Sold $600,000 0.0% $333 / Sq Ft
07/21/2017 07/21/17 Pending -- -- --
07/16/2017 07/16/17 Price Changed $599,900 -0.8% $333 / Sq Ft
06/30/2017 06/30/17 Price Changed $605,000 -2.1% $335 / Sq Ft
06/27/2017 06/27/17 Price Changed $617,900 -0.3% $343 / Sq Ft
06/23/2017 06/23/17 Price Changed $619,700 0.0% $344 / Sq Ft
06/22/2017 06/22/17 Price Changed $619,800 0.0% $344 / Sq Ft
06/19/2017 06/19/17 Price Changed $619,900 0.0% $344 / Sq Ft
05/19/2017 05/19/17 For Sale $620,000 0.0% $344 / Sq Ft
05/01/2013 05/01/13 Rented $2,650 0.0% --
03/24/2013 03/24/13 Under Contract -- -- --
02/24/2013 02/24/13 For Rent $2,650 -- --
Source: California Regional Multiple Listing Service (CRMLS)

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 $6,756 $865,000 $653,319 $211,681
2024 $6,756 $669,310 $494,851 $174,459
2023 $6,601 $656,187 $485,148 $171,039
2022 $6,471 $643,321 $475,635 $167,686
2021 $6,345 $630,707 $466,308 $164,399
2020 $6,280 $624,240 $461,526 $162,714
2019 $6,157 $612,000 $452,476 $159,524
2018 $6,036 $600,000 $443,603 $156,397
2017 $6,076 $604,000 $417,322 $186,678
2016 $6,078 $604,000 $417,322 $186,678
2015 $6,220 $555,000 $368,322 $186,678
2014 $5,533 $493,500 $306,822 $186,678
Source: Public Records

Agents Affiliated with this Home

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Map

Source: California Regional Multiple Listing Service (CRMLS)

MLS Number: OC24145389

California Regional Multiple Listing Service (CRMLS)

APN: 930-659-17