NOT LISTED FOR SALE

Estimated Value: $4,918,000 - $5,916,998

4 Beds
3 Baths
2,500 Sq Ft
$2,145/Sq Ft Est. Value

Last Sold January 19, 2021

Last sale price $3,300,000 $1,320 Per Sq Ft

Est. 62% increase in value since last sale

Current estimated payment $31,746/month

Highlights

  • Golf Course Community
  • Private Pool
  • View of Hills
  • Moulton Elementary Rated A
  • Fishing
  • Great Room

About This Home

As of March 2023

Welcome to prestigious Monarch bay! This home has just been fully renovated and updated with all new floors, appliances, Brand new Washer and dryer included, new bathrooms, two car enclosed garage and much more. Monarch Bay Club Membership included, Private Beach Club/Bay Club Membership Included. This stunning single-level 4-bedroom home has 2,500 square feet of living space, 4 bedrooms and 2 bathrooms. The lot size is over 10,000 square feet and has a custom fire pit. A 24-HR Guard-Gated, oceanfront community with its own private Beach Club, managed by the 5-star Waldorf-Astoria. Enjoy dining, drinks, and numerous beach activities all within a short golf cart ride. Experience all that Monarch Bay offers, including, Direct Beach Access, and the Monarch Bay Beach Club. Monarch Bay is conveniently located near the Waldorf Astoria Monarch Beach Resort and the Ritz Carlton, as well as world-class golfing at the Monarch Beach Golf Links Start living your dreams.

Last Agent to Rent the Property

Ashkon Babaee

Side, Inc License #02048293 Listed on: 02/22/2023

Last Renter's Agent

Holly Duplanty

Compass License #01852564

Compass

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $38,117

Year Built

  • Built in 1963

Lot Details

  • 10,163 Sq Ft Lot
  • Density is up to 1 Unit/Acre

Parking

  • 2 Car Attached Garage

Interior Spaces

  • 2,500 Sq Ft Home
  • 1-Story Property
  • Formal Entry
  • Family Room with Fireplace
  • Great Room
  • Living Room with Fireplace
  • Views of Hills

Bedrooms and Bathrooms

  • 4 Main Level Bedrooms
  • 3 Full Bathrooms

Laundry

  • Laundry Room
  • Dryer
  • Washer

Outdoor Features

  • Private Pool
  • Fire Pit

Listing and Financial Details

  • Security Deposit $14,895
  • 12-Month Minimum Lease Term
  • Available 2/22/23
  • Tax Lot 25
  • Tax Tract Number 3748
  • Assessor Parcel Number 67011105

Community Details

Overview

  • Property has a Home Owners Association
  • Monarch Bay Subdivision

Recreation

  • Golf Course Community
  • Community Pool
  • Fishing
  • Park
  • Dog Park
  • Hiking Trails
  • Bike Trail

Home Details

Home Type

Single Family

Est. Annual Taxes

$38,117

Year Built

Built in 1963

Lot Details

0

Parking

2

Rental Info

  • Cashiers Check: 1ST Month Rent, Last Month Rent, Security Deposit
  • Available Date: 2023-02-22
  • Credit Check Paid By: Owner
  • Deposit Key: 200
  • Deposit Pets: 1000
  • Deposit Security: 14895
  • Furnished: Unfurnished
  • Pets Allowed: Cats OK, Dogs OK
  • Transfer Fee Paid By: Tenant

Listing Details

  • Structure Type: House
  • Property Attached: No
  • Subdivision Name Other: Monarch Bay (MB)
  • View: Yes
  • Property Sub Type: Single Family Residence
  • Property Type: Residential Lease
  • Parcel Number: 67011105
  • Year Built: 1963
  • Special Features: None

Interior Features

  • Fireplace: Yes
  • Living Area: 2500.00 Square Feet
  • Stories: 1
  • Common Walls: No Common Walls
  • Full Bathrooms: 3
  • Full And Three Quarter Bathrooms: 3
  • Total Bedrooms: 4
  • Fireplace Features: Family Room, Living Room, Fire Pit
  • Levels: One
  • Main Level Bathrooms: 2
  • Main Level Bedrooms: 4
  • Price Per Square Foot: 5.80
  • Room Type: All Bedrooms Down, Family Room, Formal Entry, Great Room, Kitchen, Laundry

Exterior Features

  • View: Hills
  • Pool Features: Private, Association
  • Pool Private: Yes

Garage/Parking

  • Attached Garage: Yes
  • Garage Spaces: 2.00
  • Total Parking Spaces: 2.00

Utilities

  • Laundry: Yes
  • Laundry Features: Dryer Included, Washer Included
  • Sewer: Public Sewer
  • Water Source: Public

Condo/Co-op/Association

  • Association: Yes
  • Senior Community: No
  • Community Features: Biking, Dog Park, Fishing, Golf, Hiking, Park

Schools

  • School District: Capistrano Unified

Lot Info

  • Additional Parcels: No
  • Lot Features: 0-1 Unit/Acre
  • Lot Size Sq Ft: 10163.00
  • Lot Size Acres: 0.2333

Multi Family

  • Insurance Water Furniture: No
  • Lease Term: 12 Months
  • Lot Size Area: 10163.0000 Square Feet
  • Number Of Units Total: 1

Tax Info

  • Tax Census Tract: 423.05
  • Tax Lot: 25
  • Tax Tract Number: 3748

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Sep 9, 2020
Closed on
Dec 21, 2020
Sold by
Morris Charles K and Morris Andrea D
Bought by
Rw Talega Commercial Properties Llc
Seller's Agent
The ImmelTeam
Pacific Sotheby's Int'l Realty
Buyer's Agent
Celeste Jackson
Berkshire Hathaway Home Services
List Price
$3,750,000
Sold Price
$3,300,000
Premium/Discount to List
-$450,000
-12%
Current Estimated Value
$5,362,250

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$2,062,250
Avg. Annual Appreciation
10.89%

Purchase Details

Closed on
Jun 12, 2020
Sold by
Morris Andrea D and Morris Charles K
Bought by
Morris Charles K and Morris Andrea D

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$1,670,000
Interest Rate
3.2%
Mortgage Type
New Conventional

Purchase Details

Closed on
Jun 11, 2020
Sold by
Mmb Management Llc
Bought by
Monarch Bay Land Association

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$1,670,000
Interest Rate
3.2%
Mortgage Type
New Conventional

Purchase Details

Closed on
May 6, 2020
Sold by
Monarch Bay Land Association
Bought by
Morris Charles K and Morris Andrea D

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$1,670,000
Interest Rate
3.2%
Mortgage Type
New Conventional

Purchase Details

Closed on
Nov 6, 2007
Sold by
Bank Of The West
Bought by
Mmb Management Llc

Purchase Details

Closed on
Nov 2, 2007
Sold by
Barnes Jane Mathis and Barnes Franklin Lockwood
Bought by
Mmb Management Llc

Purchase Details

Closed on
Oct 31, 2007
Sold by
Mathis Lewis M and Mathis Christyn E
Bought by
Mmb Management Llc

Purchase Details

Closed on
Oct 26, 2007
Sold by
Mathis Jeffrey H
Bought by
Mmb Management Llc

Purchase Details

Closed on
Oct 24, 2007
Sold by
Mathis Stephanie C
Bought by
Mmb Management Llc

Purchase Details

Closed on
Oct 19, 2007
Sold by
Mathis Todd W
Bought by
Mmb Management Llc

Purchase Details

Closed on
Oct 12, 2007
Sold by
Mathis Wade M
Bought by
Mmb Management Llc

Purchase Details

Closed on
Sep 4, 2007
Sold by
Barnes Jane Mathis
Bought by
Barnes Franklin Lockwood and Barnes Jane Mathis

Purchase Details

Closed on
Aug 29, 2007
Sold by
Mathis Glenn E
Bought by
Bank Of The West and Glenn E Mathis Jr & Marion C Mathis Fami

Purchase Details

Closed on
Jun 5, 2007
Sold by
Mathis Glenn E
Bought by
Mathis Glenn E and Mathis Family 1996 Trust

Purchase Details

Closed on
Jun 2, 2007
Sold by
Daywalt Rachel Marie
Bought by
Daywalt Rachel and The Rachel Daywalt Living Trust

Purchase Details

Closed on
May 4, 2007
Sold by
Mathis Lewis M
Bought by
Mathis Lewis M and Mathis Christyn E

Purchase Details

Closed on
Apr 19, 2007
Sold by
Bank Of The West
Bought by
Mathis Lewis M

Purchase Details

Closed on
Apr 16, 2007
Sold by
Bank Of The West
Bought by
Mathis Glenn E
Source: Public Records

Range of Values:

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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
Rw Talega Commercial Properties Llc $3,300,000 Lawyers Title Company
Morris Charles K -- First American Title Company
Monarch Bay Land Association $225,188,000 None Available
Morris Charles K $1,662,500 First American Title Company
Mmb Management Llc -- First American Title Company
Mmb Management Llc -- First American Title Company
Mmb Management Llc -- First American Title Company
Mmb Management Llc -- First American Title Company
Mmb Management Llc -- First American Title Company
Mmb Management Llc -- First American Title Company
Mmb Management Llc -- First American Title Company
Mmb Management Llc -- First American Title Company
Mmb Management Llc -- First American Title Company
Mmb Management Llc -- First American Title Company
Mmb Management Llc -- First American Title Company
Mmb Management Llc -- First American Title Company
Mmb Management Llc -- First American Title Company
Mmb Management Llc -- First American Title Company
Barnes Franklin Lockwood -- None Available
Bank Of The West -- None Available
Mathis Glenn E -- None Available
Daywalt Rachel -- None Available
Barnes Jane Mathis -- None Available
Mathis Lewis M -- None Available
Mathis Lewis M -- First American Title Co
Barnes Jane Mathis -- First American Title Co
Mathis Glenn E -- First American Title Co
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Rw Talega Commercial Propertie $2,000,000
Previous Owner Morris Charles K $1,670,000
Previous Owner Daywalt Rachel M $68,606
Previous Owner Daywalt Rachel Marie $100,000
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
03/06/2023 03/06/23 Rented $14,500 -2.7% --
02/22/2023 02/22/23 For Rent $14,895 0.0% --
01/19/2021 01/19/21 Sold $3,300,000 -12.0% $1,340 / Sq Ft
12/12/2020 12/12/20 Pending -- -- --
09/09/2020 09/09/20 For Sale $3,750,000 -- $1,523 / 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 $38,117 $3,583,276 $3,247,296 $335,980
2024 $38,117 $3,501,986 $3,183,624 $318,362
2023 $36,396 $3,433,320 $3,121,200 $312,120
2022 $35,582 $3,366,000 $3,060,000 $306,000
2021 $33,377 $3,300,000 $3,000,000 $300,000
2020 $3,915 $179,571 $79,687 $99,884
2019 $3,730 $176,050 $78,124 $97,926
2018 $3,523 $172,599 $76,593 $96,006
2017 $3,256 $169,215 $75,091 $94,124
2016 $3,079 $165,898 $73,619 $92,279
2015 $2,589 $163,407 $72,514 $90,893
2014 $2,557 $160,207 $71,094 $89,113
Source: Public Records

Agents Affiliated with this Home

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Map

Source: California Regional Multiple Listing Service (CRMLS)

MLS Number: OC23030254

California Regional Multiple Listing Service (CRMLS)

APN: 670-111-05