NOT LISTED FOR SALE

Estimated Value: $1,268,000 - $1,498,000

3 Beds
3 Baths
1,952 Sq Ft
$691/Sq Ft Est. Value

Last Sold July 24, 2020

Last sale price $809,000 $414 Per Sq Ft

Est. 67% increase in value since last sale

Current estimated payment $8,468/month

9 Days on Market

Highlights

  • Ocean View
  • Spa
  • Open Floorplan
  • John Malcom Elementary School Rated A
  • Primary Bedroom Suite
  • Cathedral Ceiling

About This Home

As of July 2020

Ocean views in this glamorous Costa Brava Townhome in the Bear Brand Community. Light and bright open floor plan with vaulted ceilings and skylights, three balconies with ocean breezes and views. Two car attached garage, long driveway and separate laundry room. Cozy office nook between the kitchen and family room. Upgraded kitchen with stainless steel appliances, metal back splash, upgraded kitchen cabinets and recessed lighting. Upgraded bamboo wood flooring and laminate wood flooring, plantation shutters, wrought iron staircase, wainscoting and designer light fixtures. Spacious master suite with ocean view balcony, walk-in closet, custom vanity with dual sinks and over sized mirror, custom built-in cabinets and inlaid marble flooring, large soaking tub and separate shower. Secondary bedroom on main level with additional balcony that faces the pool. Two dining areas, one in the kitchen and the other off the family room which opens up to another balcony. Third bedroom/loft on the third floor with upgraded private bathroom. Highly desirable and quiet location within the community across from the association pool and spa. Direct access to Ocean Ranch shopping, restaurants and theater. Close to Dana Point Harbor, Salt Creek Beach, The Ritz Carlton and Monarch Beach Resort. Walking/biking trails to the beach.

Last Agent to Sell the Property

Christy Nichols

Surterre Properties Inc License #00883596 Listed on: 06/08/2020

Surterre Properties Inc

Last Buyer's Agent

Susan Chase

Compass License #01955051

Compass

Townhouse Details

Home Type

  • Townhome

Est. Annual Taxes

  • $8,700

Year Built

  • Built in 1991 | Remodeled

Lot Details

  • 2,000 Sq Ft Lot
  • 1 Common Wall

HOA Fees

Parking

  • 2 Car Direct Access Garage
  • Parking Available
  • Two Garage Doors
  • Driveway

Home Design

  • Planned Development

Interior Spaces

  • 1,952 Sq Ft Home
  • 2-Story Property
  • Open Floorplan
  • Cathedral Ceiling
  • Recessed Lighting
  • Shutters
  • Family Room with Fireplace
  • Living Room
  • Ocean Views
  • Laundry Room

Kitchen

  • Eat-In Kitchen
  • Six Burner Stove
  • Gas Range
  • Dishwasher
  • Stone Countertops
  • Disposal

Flooring

  • Bamboo
  • Laminate
  • Tile

Bedrooms and Bathrooms

  • 3 Bedrooms
  • Primary Bedroom Suite
  • Walk-In Closet
  • 3 Full Bathrooms
  • Dual Vanity Sinks in Primary Bathroom
  • Bathtub with Shower
  • Separate Shower

Home Security

Outdoor Features

  • Spa
  • Living Room Balcony
  • Exterior Lighting

Location

  • Suburban Location

Utilities

  • Forced Air Heating and Cooling System
  • Sewer Paid
  • Cable TV Available

Listing and Financial Details

  • Tax Lot 3
  • Tax Tract Number 12962
  • Assessor Parcel Number 93846252

Community Details

Overview

  • 96 Units
  • Riviera Association, Phone Number (949) 855-1800
  • The Mgmt Trust Association
  • Seabreeze HOA
  • Riviera Subdivision

Recreation

  • Community Pool
  • Community Spa

Security

  • Carbon Monoxide Detectors
  • Fire and Smoke Detector

Townhouse Details

Home Type

Townhome

Est. Annual Taxes

$8,700

Year Built

Built in 1991 | Remodeled

Lot Details

0

HOA Fees

$590 per month

Parking

2

Listing Details

  • Structure Type: House
  • Assessments: No
  • Property Attached: Yes
  • Security: Carbon Monoxide Detector(s), Smoke Detector(s)
  • Subdivision Name Other: Riviera (BB) (BRI)
  • View: Yes
  • Property Condition: Updated/Remodeled
  • Property Sub Type: Townhouse
  • Property Type: Residential
  • Parcel Number: 93846252
  • Year Built: 1991
  • Special Features: None

Interior Features

  • Fireplace: Yes
  • Living Area: 1952.00 Square Feet
  • Interior Amenities: Balcony, Cathedral Ceiling(s), Living Room Balcony, Open Floorplan, Recessed Lighting, Stone Counters
  • Stories: 2
  • Common Walls: 1 Common Wall
  • Flooring: Bamboo, Laminate, Tile
  • Appliances: Yes
  • Full Bathrooms: 3
  • Full And Three Quarter Bathrooms: 3
  • Total Bedrooms: 3
  • Eating Area: Area
  • Fireplace Features: Family Room
  • Levels: Three Or More
  • Price Per Square Foot: 414.45
  • Room Type: Kitchen, Laundry, Living Room, Master Bathroom, Master Bedroom, Master Suite, Walk-In Closet
  • Spa Features: Association
  • Window Features: Shutters
  • Bathroom Features: Bathtub, Shower In Tub, Double Sinks In Master Bath, Separate Tub And Shower

Exterior Features

  • View: Ocean
  • Pool Features: Association
  • Pool Private: No
  • Spa: Yes

Garage/Parking

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

Utilities

  • Utilities: Cable Connected, Electricity Connected, Sewer Connected, Water Connected
  • Heating: Yes
  • Laundry: Yes
  • Appliances: 6 Burner Stove, Dishwasher, Disposal, Gas Range
  • Heating Type: Central, Forced Air
  • Laundry Features: Individual Room, Inside
  • Sewer: Sewer Paid
  • Water Source: Public
  • Cooling: Central Air
  • Cooling: Yes

Condo/Co-op/Association

  • Association: Yes
  • Association: Bear Brand
  • Amenities: Pool, Spa/Hot Tub
  • Association Fee: 530.00
  • Association #2 Fee: 60.00
  • Association #2 Fee Frequency: Monthly
  • Association Fee Frequency: Monthly
  • Association Name: Riviera
  • Phone: 949-855-1800
  • Senior Community: No
  • Common Interest: Planned Development
  • Community Features: Sidewalks, Street Lights, Suburban
  • Association Management: Seabreeze
  • Association Management 2: The Mgmt Trust

Schools

  • School District: Capistrano Unified

Lot Info

  • Additional Parcels: No
  • Land Lease: No
  • Lot Size Sq Ft: 2000.00
  • Lot Size Acres: 0.0459

Multi Family

  • Lease Considered: No
  • Lot Size Area: 2000.0000 Square Feet
  • Number Of Units In Community: 96
  • Number Of Units Total: 96

Tax Info

  • Tax Census Tract: 423.32
  • Tax Lot: 3
  • Tax Tract Number: 12962

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Jun 8, 2020
Closed on
Jun 22, 2020
Sold by
Lapotko Dmitri
Bought by
Angle Kalie D
Seller's Agent
Christy Nichols
Surterre Properties Inc
Buyer's Agent
Susan Chase
Compass
List Price
$815,000
Sold Price
$809,000
Premium/Discount to List
-$6,000
-0.74%
Current Estimated Value
$1,349,121

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$540,121
Avg. Annual Appreciation
10.36%
Original Mortgage
$728,100
Interest Rate
3.2%
Mortgage Type
New Conventional

Purchase Details

Listed on
Oct 11, 2017
Closed on
Mar 2, 2018
Sold by
Smith Robert E and Smith Deanna Clarkson
Bought by
Lapotko Dmitri
Seller's Agent
Chris Sidlow
Arbor Real Estate
Buyer's Agent
Steven Shadell
Wise Choices Realty
List Price
$785,000
Sold Price
$750,000
Premium/Discount to List
-$35,000
-4.46%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
3.23%
Original Mortgage
$600,000
Interest Rate
4.15%
Mortgage Type
New Conventional

Purchase Details

Closed on
Jun 16, 2016
Sold by
Smith Robert E
Bought by
Smith Robert E and Clarkson Smith Deanna L

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$750,000
Interest Rate
3.57%
Mortgage Type
Commercial

Purchase Details

Closed on
May 7, 2010
Sold by
Smith Robert E and Smith Deborah R
Bought by
Smith Robert E

Purchase Details

Closed on
Jun 22, 2004
Sold by
Merk Richard J and Merk Nancy
Bought by
Smith Robert E and Smith Deborah R

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$465,000
Interest Rate
3.73%
Mortgage Type
Purchase Money Mortgage

Purchase Details

Closed on
Dec 12, 2001
Sold by
Merk Richard J and Merk Nancy
Bought by
Merk Richard J and Merk Nancy G

Purchase Details

Closed on
Jan 23, 1998
Sold by
Brandy Showalter and Lund Shanna J
Bought by
Merk Richard J and Merk Nancy

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$264,800
Interest Rate
6.9%

Purchase Details

Closed on
May 23, 1994
Sold by
Burt Robert G and Burt Jill S
Bought by
Showalter Brandy and Lund Shanna J

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$242,950
Interest Rate
8.83%
Source: Public Records

Range of Values:

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Average Value
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List Price
Sold Price
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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
Angle Kalie D $809,000 Ticor Title Company
Lapotko Dmitri $750,000 Chicago Title Co
Smith Robert E -- Old Republic Title Company
Smith Robert E -- None Available
Smith Robert E $788,000 First Southwestern Title Co
Merk Richard J -- American Title Co
Merk Richard J $331,000 First Southwestern Title Co
Showalter Brandy $270,000 World Title Company
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Angle Kalie D $728,100
Previous Owner Lapotko Dmitri $600,000
Previous Owner Smith Robert E $750,000
Previous Owner Smith Robert E $465,000
Previous Owner Merk Richard J $264,800
Previous Owner Showalter Brandy $242,950
Closed Merk Richard J $33,100
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
07/24/2020 07/24/20 Sold $809,000 -0.7% $414 / Sq Ft
06/18/2020 06/18/20 Pending -- -- --
06/08/2020 06/08/20 For Sale $815,000 +8.7% $418 / Sq Ft
03/09/2018 03/09/18 Sold $750,000 +2.7% $384 / Sq Ft
01/29/2018 01/29/18 Pending -- -- --
01/27/2018 01/27/18 Price Changed $729,990 -7.0% $374 / Sq Ft
01/16/2018 01/16/18 For Sale $785,000 +4.7% $402 / Sq Ft
01/05/2018 01/05/18 Off Market $750,000 -- --
12/04/2017 12/04/17 Price Changed $775,000 -3.0% $397 / Sq Ft
10/31/2017 10/31/17 Price Changed $798,800 0.0% $409 / Sq Ft
10/27/2017 10/27/17 Price Changed $798,999 0.0% $409 / Sq Ft
10/11/2017 10/11/17 For Sale $799,000 -- $409 / 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
2025 $8,700 $875,686 $641,657 $234,029
2024 $8,700 $858,516 $629,075 $229,441
2023 $8,515 $841,683 $616,740 $224,943
2022 $8,353 $825,180 $604,647 $220,533
2021 $8,192 $809,000 $592,791 $216,209
2020 $7,905 $780,300 $558,659 $221,641
2019 $7,917 $765,000 $547,704 $217,296
2018 $8,336 $785,000 $574,386 $210,614
2017 $7,296 $695,000 $484,386 $210,614
2016 $7,502 $695,000 $484,386 $210,614
2015 $7,351 $695,000 $484,386 $210,614
2014 $6,469 $610,000 $399,386 $210,614
Source: Public Records

Agents Affiliated with this Home

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Map

Source: California Regional Multiple Listing Service (CRMLS)

MLS Number: OC20105106

California Regional Multiple Listing Service (CRMLS)

APN: 938-462-52