NOT LISTED FOR SALE

Estimated Value: $993,000 - $1,095,232

3 Beds
2 Baths
1,669 Sq Ft
$624/Sq Ft Est. Value

Last Sold October 31, 2023

Last sale price $989,000 $593 Per Sq Ft

Est. 5% increase in value since last sale

Current estimated payment $6,883/month

3 Days on Market

Highlights

  • Concierge
  • Fitness Center
  • Solar Power System
  • Golf Course Community
  • Heated Lap Pool
  • Primary Bedroom Suite

About This Home

As of October 2023

Stunning, single-level, 3/2, Monterey model with over $175k in custom luxury upgrades. This home has air conditioning, SOLAR, and gorgeous hickory hardwood floors. This turnkey home is loaded with custom features, including a gorgeous great room with a gas fireplace and built-in media center, large windows which bring in an incredible amount of natural light, open dining area with sliders to the incredible outdoor oasis featuring cement and paver patios, gas plumbed fire pit, peaceful and serene water fountain, lots of space for entertaining and a wonderful garden area that gets just the right amount of light for fruit, citrus trees and your own little vegetable garden. The gourmet kitchen has everything the cook might need, including a large Caeserstone center island, breakfast bar, espresso glazed cabinets, gorgeous travertine backsplash, Jenn-air stainless steel appliances, including a five burner stove top, pantry, pull out drawers, and more! The primary suite is on the West wing, and includes a nice big walk-in closet and primary bath with travertine floors and walk-in shower, quartz countertops, dual sinks, and private water closet. Travel down the East wing, and you will find an indoor laundry room with storage, a beautiful guest bath with travertine floors & jetted tub/shower combo, quartz countertops, linen closet and not one, but TWO guest bedrooms with abundant natural light. Plenty of space for storage with three large linen closets, and a two-car garage with shelving. Live your best Central Coast life in this gorgeous golf community with many amenities including the famed resort spa, gym, restaurant, and clubhouse. Whether you’re a golfer, a tennis player, a pickle-ball player, or someone who loves to get a massage and lay by the pool, this immaculate Trilogy @ Monarch Dunes home gives you the ultimate in resort living.

Last Agent to Sell the Property

Christa Lowry

BHGRE Haven Properties License #01888396 Listed on: 09/27/2023

BHGRE Haven Properties

Last Buyer's Agent

Bradley Wieland

The Wieland Team License #02050635

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $7,442

Year Built

  • Built in 2013

Lot Details

  • 6,568 Sq Ft Lot
  • Brick Fence
  • Landscaped
  • Level Lot
  • Front Yard Sprinklers
  • Private Yard
  • Lawn
  • Garden
  • Back and Front Yard
  • Density is up to 1 Unit/Acre
  • Property is zoned REC

HOA Fees

  • $459 Monthly HOA Fees

Parking

  • 2 Car Direct Access Garage
  • Parking Available
  • Front Facing Garage
  • Two Garage Doors
  • Driveway Level

Home Design

  • Modern Architecture
  • Turnkey
  • Planned Development
  • Slab Foundation
  • Tile Roof
  • Concrete Roof
  • Stone Siding
  • HardiePlank Type

Interior Spaces

  • 1,669 Sq Ft Home
  • 1-Story Property
  • Open Floorplan
  • Built-In Features
  • High Ceiling
  • Recessed Lighting
  • Gas Fireplace
  • Double Pane Windows
  • Entryway
  • Great Room
  • Living Room with Fireplace
  • Dining Room
  • Neighborhood Views

Kitchen

  • Breakfast Bar
  • Gas Oven
  • Gas Cooktop
  • Microwave
  • Dishwasher
  • Kitchen Island
  • Stone Countertops
  • Pots and Pans Drawers
  • Disposal

Flooring

  • Wood
  • Carpet
  • Tile

Bedrooms and Bathrooms

  • 3 Main Level Bedrooms
  • Primary Bedroom Suite
  • Walk-In Closet
  • 2 Full Bathrooms
  • Quartz Bathroom Countertops
  • Stone Bathroom Countertops
  • Dual Vanity Sinks in Primary Bathroom
  • Private Water Closet
  • Hydromassage or Jetted Bathtub
  • Bathtub with Shower
  • Walk-in Shower
  • Exhaust Fan In Bathroom
  • Linen Closet In Bathroom

Laundry

  • Laundry Room
  • Dryer
  • Washer

Home Security

  • Carbon Monoxide Detectors
  • Fire and Smoke Detector

Eco-Friendly Details

  • Solar Power System

Pool

  • Heated Lap Pool
  • Heated In Ground Pool
  • Waterfall Pool Feature
  • In Ground Spa

Outdoor Features

  • Covered patio or porch
  • Exterior Lighting
  • Rain Gutters

Utilities

  • Forced Air Heating and Cooling System
  • Standard Electricity
  • Private Water Source
  • Tankless Water Heater
  • Private Sewer

Listing and Financial Details

  • Tax Lot 730
  • Assessor Parcel Number 091702005

Community Details

Overview

  • Front Yard Maintenance
  • Angelica Association, Phone Number (805) 343-7530
  • Hoamco HOA
  • Built by Shea
  • Trilogy Subdivision
  • Maintained Community
  • Community Lake

Amenities

  • Concierge
  • Outdoor Cooking Area
  • Community Fire Pit
  • Community Barbecue Grill
  • Picnic Area
  • Clubhouse
  • Banquet Facilities
  • Card Room
  • Recreation Room

Recreation

  • Golf Course Community
  • Tennis Courts
  • Pickleball Courts
  • Bocce Ball Court
  • Community Playground
  • Fitness Center
  • Community Pool
  • Community Spa
  • Park
  • Horse Trails
  • Hiking Trails
  • Bike Trail

Home Details

Home Type

Single Family

Est. Annual Taxes

$7,442

Year Built

Built in 2013

Lot Details

0

HOA Fees

$459 per month

Parking

2

Listing Details

  • Structure Type: House
  • Assessments: Yes
  • Inclusions: Backyard water feature, plumbed fire pit, refrigerator in kitchen and garage.
  • Property Attached: No
  • Road Surface Type: Paved
  • Security: Carbon Monoxide Detector(s), Smoke Detector(s)
  • Subdivision Name Other: Trilogy(600)
  • View: Yes
  • Zoning: REC
  • Architectural Style: Modern
  • Property Condition: Turnkey
  • Property Sub Type: Single Family Residence
  • Property Type: Residential
  • Parcel Number: 091702005
  • Year Built: 2013
  • Special Features: None

Interior Features

  • Fireplace: Yes
  • Living Area: 1669.00 Square Feet
  • Interior Amenities: Built-in Features, High Ceilings, Open Floorplan, Pantry, Recessed Lighting, Stone Counters
  • Stories: 1
  • Entry Location: 1st floor
  • Common Walls: No Common Walls
  • Flooring: Carpet, Tile, Wood
  • Appliances: Yes
  • Full Bathrooms: 2
  • Full And Three Quarter Bathrooms: 2
  • Total Bedrooms: 3
  • Eating Area: Breakfast Counter / Bar, Dining Room
  • Entry Level: 1
  • Fireplace Features: Living Room, Gas
  • Levels: One
  • Main Level Bathrooms: 2
  • Main Level Bedrooms: 3
  • Price Per Square Foot: 592.57
  • Room Type: All Bedrooms Down, Entry, Great Room, Kitchen, Laundry, Living Room, Primary Bathroom, Primary Bedroom, Primary Suite, Walk-In Closet
  • Spa Features: Association, Community, In Ground
  • Window Features: Double Pane Windows
  • Bathroom Features: Shower, Shower In Tub, Double Sinks In Primary Bath, Exhaust Fan(s), Jetted Tub, Linen Closet/Storage, Privacy Toilet Door, Quartz Counters, Stone Counters, Walk-In Shower
  • Room Kitchen Features: Kitchen Island, Pots & Pan Drawers, Stone Counters

Exterior Features

  • Patio: Yes
  • Foundation: Slab
  • Exterior Features: Lighting
  • View: Neighborhood
  • Fence: Yes
  • Fencing: Brick, Privacy
  • Builder Name: Shea
  • Patio And Porch Features: Covered, Patio, Patio Open, Slab
  • Pool Features: Association, Community, Heated, In Ground, Lap, Waterfall
  • Pool Private: No
  • Roof: Concrete, Tile
  • Spa: Yes
  • Construction Materials: Hardiplank Type, Stone

Garage/Parking

  • Attached Garage: Yes
  • Garage Spaces: 2.00
  • Parking: Yes
  • Parking Features: Direct Garage Access, Driveway Level, Garage, Garage Faces Front, Garage - Two Door
  • Total Parking Spaces: 2.00

Utilities

  • Sprinklers: Yes
  • Heating: Yes
  • Laundry: Yes
  • Appliances: Dishwasher, Disposal, Gas Oven, Gas Range, Gas Cooktop, Microwave, Refrigerator, Tankless Water Heater
  • Electric: Standard
  • Heating Type: Fireplace(s), Forced Air
  • Laundry Features: Dryer Included, Individual Room, Inside, Washer Included
  • Sewer: Private Sewer
  • Water Source: Private
  • Cooling: Central Air
  • Cooling: Yes

Condo/Co-op/Association

  • Association: Yes
  • Amenities: Pickleball, Pool, Spa/Hot Tub, Fire Pit, Barbecue, Outdoor Cooking Area, Picnic Area, Playground, Golf Course, Tennis Court(s), Bocce Ball Court, Biking Trails, Hiking Trails, Horse Trails, Gym/Ex Room, Clubhouse, Card Room, Banquet Facilities, Recreation Room, Concierge, Maintenance Grounds, Pet Rules, Maintenance Front Yard
  • Association Fee: 459.00
  • Association Fee Frequency: Monthly
  • Association Name: Angelica
  • Phone: 805-343-7530
  • Senior Community: No
  • Common Interest: Planned Development
  • Community Features: Curbs, Golf, Gutters, Lake, Park, Sidewalks, Storm Drains, Street Lights
  • Association Management: HOAMCO

Schools

  • School District: Lucia Mar Unified

Green Features

  • Green Power: Solar

Lot Info

  • Additional Parcels: No
  • Land Lease: No
  • Lot Features: 0-1 Unit/Acre, Back Yard, Front Yard, Garden, Landscaped, Lawn, Level with Street, Level, Sprinkler System, Sprinklers In Front, Yard
  • Lot Size Sq Ft: 6568.00
  • Lot Size Acres: 0.1508

Multi Family

  • Lease Considered: No
  • Lot Size Area: 6568.0000 Square Feet
  • Number Of Units Total: 1

Tax Info

  • Tax Census Tract: 123.06
  • Tax Lot: 730

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Sep 27, 2023
Closed on
Oct 3, 2023
Sold by
Smith Suzanne T
Bought by
John A Fiorenza Living Trust and Fiorenza
Seller's Agent
Christa Lowry
BHGRE Haven Properties
Buyer's Agent
Bradley Wieland
The Wieland Team
List Price
$989,000
Sold Price
$989,000
Views
23
Current Estimated Value
$1,041,808

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$52,808
Avg. Annual Appreciation
3.74%
Original Mortgage
$350,000
Interest Rate
7.18%
Mortgage Type
New Conventional

Purchase Details

Listed on
Nov 13, 2014
Closed on
Apr 10, 2015
Sold by
Robertson Billy J and Robertson Jan Marie
Bought by
Smith Suzanne T
Seller's Agent
Jean Morton
Keller Williams Realty Central Coast
Buyer's Agent
Linda Fibich
Compass California, Inc.-PB
List Price
$629,995
Sold Price
$609,000
Premium/Discount to List
-$20,995
-3.33%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
5.85%

Purchase Details

Closed on
Jan 16, 2012
Sold by
Shea Homes Limited Partnership
Bought by
Robertson Billy J and Robertson Jan Marie
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 Buyer Sale Price Title Company
John A Fiorenza Living Trust $989,000 Fidelity National Title
Smith Suzanne T $609,000 Fidelity National Title Co
Robertson Billy J $476,000 First American Title Company
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open John A Fiorenza Living Trust $354,700
Closed John A Fiorenza Living Trust $350,000
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
10/31/2023 10/31/23 Sold $989,000 0.0% $593 / Sq Ft
10/01/2023 10/01/23 Pending -- -- --
09/27/2023 09/27/23 For Sale $989,000 +62.4% $593 / Sq Ft
04/24/2015 04/24/15 Sold $609,000 0.0% $365 / Sq Ft
03/27/2015 03/27/15 Pending -- -- --
01/09/2015 01/09/15 Price Changed $609,000 -3.3% $365 / Sq Ft
11/13/2014 11/13/14 For Sale $629,995 -- $377 / Sq Ft
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
2024 $7,442 $717,569 $377,049 $340,520
2023 $7,442 $703,500 $369,656 $333,844
2022 $7,330 $689,707 $362,408 $327,299
2021 $7,317 $676,184 $355,302 $320,882
2020 $7,233 $669,251 $351,659 $317,592
2019 $7,188 $656,129 $344,764 $311,365
2018 $7,103 $643,264 $338,004 $305,260
2017 $6,970 $630,652 $331,377 $299,275
2016 $6,574 $618,287 $324,880 $293,407
2015 $5,186 $487,405 $256,152 $231,253
2014 $4,920 $477,859 $251,135 $226,724
Source: Public Records

Agents Affiliated with this Home

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Map

Source: California Regional Multiple Listing Service (CRMLS)

MLS Number: PI23175088

California Regional Multiple Listing Service (CRMLS)

APN: 091-702-005