Seller's Agent in 2024
Mitchel Bohi
Compass
(949) 370-4709
4 in this area
129 Total Sales
11 Marbella Dana Point, CA 92629
Monarch Beach NeighborhoodEstimated Value: $3,790,468 - $4,441,000
3
Beds
3.5
Baths
3,182
Sq Ft
$1,327/Sq Ft
Est. Value
Highlights
- 24-Hour Security
- Primary Bedroom Suite
- Open Floorplan
- John Malcom Elementary School Rated A
- Golf Course View
- Deck
About This Home
As of May 2024Welcome to 11 Marbella, a stunning and modern single-story residence nestled behind the 24 hr guarded gates of The Estates at Monarch Beach. This elegant home boasts 3 bedrooms, 3.5 bathrooms, and an expansive 3182 square feet of living space, all situated on a sizable 8750 square foot lot. Step inside to discover a meticulously designed interior with new flooring and fresh paint inside and out, creating a seamless blend of sophistication and contemporary style. The open chef's kitchen is a culinary masterpiece, generously sized island and peninsula for bar seating all wrapped in beautiful quartz counters. The kitchen also includes a walk-in pantry, and an abundance of space for culinary creativity and entertaining with an abundance of storage. As you flow from the kitchen to the formal dining room this home offers a refined setting for entertaining guests, while the views of the Monarch Beach Golf Course and peek-a-boo ocean view provide a sense of peace and comfort. Engulfed in natural light, this home has the perfect combination of privacy and views. Indulge in the luxury of multiple amenities, including a 3 tiered deck for outdoor relaxation and entertaining. Just down the hall, the finished 3 garage with built-in storage and easy of access into the home provides the utmost convenience of single story living at its finest. Beyond the allure of the home's interior, this residence is ideally located within a coveted golf course community, offering a lifestyle of leisure and luxury. Behind the private estates of Monarch there are 44 custom residence with 26 of these being single story. Don't miss the opportunity to own one of these fabulous single story homes. With an ideal location in walking distance from the world-class Waldorf Astoria and Ritz-Carlton resorts, this community is a long kept secret, come experience all that Dana Point has to offer. Close to shopping, dinning and of course the beautiful beaches of Salt Creek, Strands Beach and many more to enjoy in Dana Point and Laguna Beach. Welcome Home!
Home Details
Home Type
- Single Family
Year Built
- Built in 1985
Lot Details
- 8,750 Sq Ft Lot
- Glass Fence
- Density is up to 1 Unit/Acre
HOA Fees
Parking
- 3 Car Attached Garage
- 3 Open Parking Spaces
- Parking Available
- Three Garage Doors
- Garage Door Opener
Property Views
- Golf Course
- Peek-A-Boo
Home Design
- Entry on the 1st floor
- Turnkey
- Slab Foundation
- Clay Roof
- Stucco
Interior Spaces
- 3,182 Sq Ft Home
- 1-Story Property
- Open Floorplan
- Skylights
- Window Screens
- Sliding Doors
- Living Room with Fireplace
- Vinyl Flooring
- Sump Pump
- Laundry Room
Kitchen
- Breakfast Bar
- Walk-In Pantry
- Gas Cooktop
- Dishwasher
- Quartz Countertops
Bedrooms and Bathrooms
- 3 Main Level Bedrooms
- Primary Bedroom Suite
- Walk-In Closet
- Mirrored Closets Doors
- Bathtub
Home Security
- Carbon Monoxide Detectors
- Fire and Smoke Detector
Outdoor Features
- Deck
- Patio
- Exterior Lighting
- Rain Gutters
Schools
- Dana Hills High School
Utilities
- Two cooling system units
- Central Heating and Cooling System
- Natural Gas Connected
- Cable TV Available
Listing and Financial Details
- Tax Lot 21
- Tax Tract Number 11548
- Assessor Parcel Number 67239123
- $2,235 per year additional tax assessments
Community Details
Overview
- The Estates At Monarch Association, Phone Number (949) 661-7767
- Master HOA
- Keystone HOA
- Estates At Monarch Beach Subdivision
Recreation
- Bike Trail
Security
- 24-Hour Security
Ownership History
Date
Name
Owned For
Owner Type
Purchase Details
Listed on
Mar 22, 2024
Closed on
May 7, 2024
Sold by
Kaiser Nicholas M
Bought by
Alan M Bub And Susana S Yee Living Trust and Bub
Seller's Agent
Mitchel Bohi
Compass
Buyer's Agent
Shawna Ramirez
Legacy 15 Real Estate Brokers
List Price
$4,250,000
Sold Price
$3,800,000
Premium/Discount to List
-$450,000
-10.59%
Views
79
Current Estimated Value
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$423,117
Avg. Annual Appreciation
6.61%
Original Mortgage
$2,850,000
Outstanding Balance
$2,805,355
Interest Rate
6.63%
Mortgage Type
New Conventional
Estimated Equity
$1,417,762
Purchase Details
Listed on
Sep 23, 2020
Closed on
Jan 19, 2021
Sold by
11 Marbella Llc
Bought by
Kaiser Nicholas M
Seller's Agent
John Cain
Pacific Sotheby's Int'l Realty
Buyer's Agent
Mitchel Bohi
Compass
List Price
$2,990,000
Sold Price
$2,600,000
Premium/Discount to List
-$390,000
-13.04%
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
12.11%
Purchase Details
Listed on
Jun 20, 2019
Closed on
May 11, 2020
Sold by
Enterprise Trust And Investment Company
Bought by
11 Marbella Llc
Seller's Agent
Stephen Davidson
Stephen Davidson, Broker
Buyer's Agent
Stephen Davidson
Stephen Davidson, Broker
List Price
$2,599,000
Sold Price
$1,800,000
Premium/Discount to List
-$799,000
-30.74%
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
70.39%
Purchase Details
Listed on
Feb 11, 2015
Closed on
Mar 4, 2015
Sold by
Kirkwood Barbara Lee
Bought by
Enterprise Trust & Investment Company and Davidson Survivors Trust
Seller's Agent
Susan McDonnell
HomeSmart, Evergreen Realty
Buyer's Agent
Harold Schymanietz
HomeSmart, Evergreen Realty
List Price
$2,599,000
Sold Price
$2,450,000
Premium/Discount to List
-$149,000
-5.73%
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
-5.81%
Purchase Details
Closed on
Oct 7, 2004
Sold by
Rainwater Don
Bought by
Kirkwood Rainwater Barbara
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$1,400,000
Interest Rate
4.08%
Mortgage Type
Purchase Money Mortgage
Purchase Details
Closed on
Oct 5, 2004
Sold by
Tanaka Gerald K and Tanaka Jean R
Bought by
Kirkwood Rainwater Barbara and Barbara Kirkwood Rainwater 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
$1,400,000
Interest Rate
4.08%
Mortgage Type
Purchase Money Mortgage
Purchase Details
Closed on
Dec 16, 1998
Sold by
Tanaka Gerald K
Bought by
Tanaka Gerald K and Tanaka Jean R
Purchase Details
Closed on
May 22, 1998
Sold by
Tanaka Jean R
Bought by
Tanaka Gerald K
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$576,000
Interest Rate
7.13%
Purchase Details
Closed on
Apr 15, 1998
Sold by
Barry Roa and Barry Margaret
Bought by
Tanaka Gerald K
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$576,000
Interest Rate
7.13%
Purchase Details
Closed on
Nov 27, 1996
Sold by
Barry Roa and Barry Margaret
Bought by
Roa Barry B and Curtis Roa Margaret E
Purchase Details
Closed on
Oct 2, 1993
Sold by
Coast Federal Bank
Bought by
Roa Barry and Roa Margaret
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$462,400
Interest Rate
6.95%
Create a Home Valuation Report for This Property
The Home Valuation Report is an in-depth analysis detailing your home's value as well as a comparison with similar homes in the area
Home Values in the Area
Average Home Value in this Area
Purchase History
| Date | Buyer | Sale Price | Title Company |
|---|---|---|---|
| Alan M Bub And Susana S Yee Living Trust | $3,800,000 | Pacific Coast Title | |
| Kaiser Nicholas M | $2,600,000 | Orange Coast Title Company | |
| 11 Marbella Llc | $1,800,000 | Orange Coast Title Company | |
| Enterprise Trust & Investment Company | $2,450,000 | Ticor Title | |
| Kirkwood Rainwater Barbara | -- | Chicago Title | |
| Kirkwood Rainwater Barbara | $1,760,000 | Chicago Title | |
| Tanaka Gerald K | -- | United Title Company | |
| Tanaka Gerald K | -- | Chicago Title Insurance Co | |
| Tanaka Gerald K | $720,000 | Chicago Title Insurance Co | |
| Roa Barry B | -- | -- | |
| Roa Barry | $578,000 | Chicago Title Company |
Source: Public Records
Mortgage History
| Date | Status | Borrower | Loan Amount |
|---|---|---|---|
| Open | Alan M Bub And Susana S Yee Living Trust | $2,850,000 | |
| Previous Owner | Kirkwood Rainwater Barbara | $1,400,000 | |
| Previous Owner | Tanaka Gerald K | $576,000 | |
| Previous Owner | Roa Barry | $462,400 |
Source: Public Records
Property History
| Date | Event | Price | List to Sale | Price per Sq Ft | Prior Sale |
|---|---|---|---|---|---|
| 05/22/2024 05/22/24 | Sold | $3,800,000 | -10.6% | $1,194 / Sq Ft | |
| 04/29/2024 04/29/24 | Pending | -- | -- | -- | |
| 03/22/2024 03/22/24 | For Sale | $4,250,000 | +63.5% | $1,336 / Sq Ft | |
| 01/28/2021 01/28/21 | Sold | $2,600,000 | -3.5% | $817 / Sq Ft | View Prior Sale |
| 01/13/2021 01/13/21 | Pending | -- | -- | -- | |
| 01/07/2021 01/07/21 | Price Changed | $2,695,000 | -3.6% | $847 / Sq Ft | |
| 11/13/2020 11/13/20 | Price Changed | $2,795,000 | -6.5% | $878 / Sq Ft | |
| 10/24/2020 10/24/20 | For Sale | $2,990,000 | +15.0% | $940 / Sq Ft | |
| 09/30/2020 09/30/20 | Off Market | $2,600,000 | -- | -- | |
| 09/23/2020 09/23/20 | For Sale | $2,990,000 | +66.1% | $940 / Sq Ft | |
| 05/21/2020 05/21/20 | Sold | $1,800,000 | -18.1% | $566 / Sq Ft | View Prior Sale |
| 05/06/2020 05/06/20 | Pending | -- | -- | -- | |
| 02/28/2020 02/28/20 | Price Changed | $2,199,000 | 0.0% | $691 / Sq Ft | |
| 11/14/2019 11/14/19 | Price Changed | $2,200,000 | -12.0% | $691 / Sq Ft | |
| 08/29/2019 08/29/19 | Price Changed | $2,499,000 | -3.8% | $785 / Sq Ft | |
| 06/20/2019 06/20/19 | For Sale | $2,599,000 | +6.1% | $817 / Sq Ft | |
| 03/30/2015 03/30/15 | Sold | $2,450,000 | -5.7% | $753 / Sq Ft | View Prior Sale |
| 02/28/2015 02/28/15 | Pending | -- | -- | -- | |
| 02/11/2015 02/11/15 | For Sale | $2,599,000 | -- | $799 / Sq Ft |
Source: California Regional Multiple Listing Service (CRMLS)
Tax History Compared to Growth
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 | $29,803 | $3,876,000 | $3,246,225 | $629,775 |
| 2024 | $29,803 | $2,759,140 | $2,216,032 | $543,108 |
| 2023 | $29,552 | $2,705,040 | $2,172,581 | $532,459 |
| 2022 | $29,024 | $2,652,000 | $2,129,981 | $522,019 |
| 2021 | $19,847 | $1,818,648 | $1,305,603 | $513,045 |
| 2020 | $28,772 | $2,692,400 | $2,164,248 | $528,152 |
| 2019 | $28,478 | $2,639,608 | $2,121,811 | $517,797 |
| 2018 | $27,844 | $2,587,851 | $2,080,206 | $507,645 |
| 2017 | $27,286 | $2,537,109 | $2,039,417 | $497,692 |
| 2016 | $26,692 | $2,487,362 | $1,999,428 | $487,934 |
| 2015 | $21,717 | $2,041,264 | $1,626,121 | $415,143 |
| 2014 | $21,331 | $2,001,279 | $1,594,268 | $407,011 |
Source: Public Records
Agents Affiliated with this Home
-
Mitchel Bohi
-
Shawna Ramirez
Buyer's Agent in 2024
Shawna Ramirez
Legacy 15 Real Estate Brokers
(714) 842-4108
3 in this area
71 Total Sales
-
John Cain
Seller's Agent in 2021
John Cain
Pacific Sothebys
(714) 655-8940
6 in this area
222 Total Sales
-
Stephanie Percy
S
Seller Co-Listing Agent in 2021
Stephanie Percy
Pacific Sotheby's Int'l Realty
(949) 629-0037
1 in this area
20 Total Sales
-
Stephen Davidson
S
Seller's Agent in 2020
Stephen Davidson
Stephen Davidson, Broker
(714) 313-6309
-
Susan McDonnell
Seller's Agent in 2015
Susan McDonnell
HomeSmart, Evergreen Realty
(949) 545-2076
15 Total Sales
Map
Source: California Regional Multiple Listing Service (CRMLS)
MLS Number: OC24057046
APN: 672-391-23
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The multiple listing data appearing on this website, or contained in reports produced therefrom, is owned and copyrighted by California Regional Multiple Listing Service, Inc. ("CRMLS") and is protected by all applicable copyright laws. Information provided is for viewer's personal, non-commercial use and may not be used for any purpose other than to identify prospective properties the viewer may be interested in purchasing. All listing data, including but not limited to square footage and lot size is believed to be accurate, but the listing Agent, listing Broker and CRMLS and its affiliates do not warrant or guarantee such accuracy. The viewer should independently verify the listed data prior to making any decisions based on such information by personal inspection and/or contacting a real estate professional.
Based on information from California Regional Multiple Listing Service, Inc. and /or other sources. All data, including all measurements and calculations of area, is obtained from various sources and has not been, and will not be, verified by broker or MLS. All information should be independently reviewed and verified for accuracy. Properties may or may not be listed by the office/agent presenting the information
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