NOT LISTED FOR SALE

Estimated Value: $1,234,599 - $1,287,000

3 Beds
3 Baths
1,896 Sq Ft
$664/Sq Ft Est. Value

Last Sold September 27, 2018

Last sale price $725,000 $382 Per Sq Ft

Est. 74% increase in value since last sale

Current estimated payment $7,731/month

About This Home

As of September 2018

Available for Lease June 5 through July 5th. Minutes from the beach. Fully Furnished with everything you need. Beautiful and stylish home nicely decorated, very inviting. Lots of natural light. Remodeled kitchen, beautiful wood like floors throughout. High ceilings, plantation shutters. Central AC, 62" wall mounted Smart TV in Family Room. High Speed Internet included. Amazing community with pool and spa. Centrally located, walking distance to shops/restaurants/movies (Ocean Ranch shopping center), only 3.1 miles from Salt Creek Beach, 3.3 miles from Dana Point Harbor, 2.5 miles from Monarch Beach Resort, 3 miles from the Ritz Carlton, less than 7 miles from Aliso Creek Beach and the Montage Resort in Laguna Beach. .

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Aug 1, 2018
Closed on
Aug 17, 2018
Sold by
Olson Margaret R and Smithson Jo M
Bought by
Roche Robert J and Scherber Maria
Seller's Agent
Yami Martinez
Altamar Real Estate
Buyer's Agent
Sandra Traver
Keller Williams OC Coastal Realty
List Price
$725,000
Sold Price
$725,000
Current Estimated Value
$1,258,900

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$533,900
Avg. Annual Appreciation
8.60%
Original Mortgage
$562,500
Interest Rate
4.5%
Mortgage Type
New Conventional

Purchase Details

Closed on
Jul 13, 2018
Sold by
Olson Margret R
Bought by
Smithson Jo M and Smithson Lynaugh C

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$562,500
Interest Rate
4.5%
Mortgage Type
New Conventional

Purchase Details

Closed on
Apr 25, 2012
Sold by
Olson Lee E and Olson Margaret R
Bought by
Olson Margaret R and The Olson Family Trust
Source: Public Records

Range of Values:

Collateral Analytics

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ICE

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First American

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Quantarium

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Average Value
Not Available
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
Roche Robert J $725,000 First American Title Co
Smithson Jo M -- None Available
Olson Margaret R -- None Available
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Roche Robert J $556,000
Closed Roche Robert J $562,500
Previous Owner Olson Lee E $191,000
Previous Owner Olson Lee E $199,000
Previous Owner Olson Lee E $35,000
Previous Owner Olson Lee E $175,000
Previous Owner Olson Lee E $160,000
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
06/26/2019 06/26/19 Rented $4,500 0.0% --
06/09/2019 06/09/19 Off Market $4,500 -- --
05/25/2019 05/25/19 Under Contract -- -- --
04/24/2019 04/24/19 Price Changed $4,500 -10.0% $2 / Sq Ft
03/25/2019 03/25/19 For Rent $5,000 0.0% --
09/27/2018 09/27/18 Sold $725,000 0.0% $397 / Sq Ft
08/14/2018 08/14/18 Pending -- -- --
08/01/2018 08/01/18 For Sale $725,000 -- $397 / Sq Ft

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 $7,965 $792,892 $580,463 $212,429
2023 $7,795 $777,346 $569,082 $208,264
2022 $7,645 $762,104 $557,923 $204,181
2021 $7,497 $747,161 $546,983 $200,178
2020 $7,421 $739,500 $541,374 $198,126
2019 $7,437 $725,000 $530,758 $194,242
2018 $3,013 $298,659 $71,817 $226,842
2017 $2,942 $292,803 $70,408 $222,395
2016 $2,914 $287,062 $69,027 $218,035
2015 $2,847 $282,751 $67,991 $214,760
2014 $2,796 $277,213 $66,659 $210,554
Source: Public Records

Agents Affiliated with this Home

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