NOT LISTED FOR SALE

Estimated Value: $933,000 - $1,544,000

2 Beds
2.5 Baths
1,245 Sq Ft
$220/mo HOA Fee

Last Sold July 30, 2021

Last sale price $985,000 $791 Per Sq Ft

Est. 23% increase in value since last sale

Current estimated payment $7,713/month

6 Days on Market

Highlights

  • Ocean View
  • Golf Course Community
  • Fishing
  • Concordia Elementary School Rated A
  • Home fronts a creek
  • 2-minute walk to Calafia State Park

About This Home

As of July 2021

Very rare and private Southwest San Clemente tropical canyon condo! Located in the popular "Loop" community off Califia and situated between the world-famous Riviera Beach and the San Clemente State Beach. Just a quick 5 minute walk to beautiful beaches and coastal trails, and short bike ride to renowned Trestles surfing, T-Street Beach, The San Clemente Pier, golfing, and Del Mar shopping and restaurants. This two bedroom, three bath, unit is located within the Villa Montalvo development that boasts 6 privately owned condos with open entertaining space and private balconies. This specific unit has one of the best views in the building with a private balcony off the living room and large windows that face into the canyon. This allows you to spend your days with beautiful, lush, green and blue views, while enjoying the sounds of nature, crashing waves, and the refreshing ocean breezes. This property has many recent updates that include a remodeled kitchen (wine fridge, stainless appliances, granite counters, crisp white cabinets, and a fire clay sink), beautiful hardwood flooring upstairs, a new full guest bathroom downstairs (large plank wood-look tiling, LG energy efficient washer/dryer, subway tiles), brand new custom designed Dutch entry door with digital entry and glass window, and a new water heater. The two story floor plan is upside down with the condo entrance, ½ bath, main living, kitchen, and built in bar all upstairs, which opens up to the private patio – where canyon and partial ocean views are maximized. Downstairs there is an oversized master suite with a ¾ bath and walk-in closet, alongside the full, remodeled, guest bath with storage and laundry. HOA pays for water, trash, and property maintenance, and at only $220 is one of the lowest in San Clemente. Property amenities include an open patio with seating and BBQ area perfect for entertaining, a private garage with generous private storage, a beautiful side and backyard on the canyon, and professional management. Motivated seller is already in escrow on replacement home.

Last Agent to Sell the Property

Ryan Clancy

Ryan Clancy, Broker License #01817582 Listed on: 07/02/2021

Last Buyer's Agent

Michelle Wilson

First Team Real Estate License #01870068

First Team Real Estate

Property Details

Home Type

  • Condominium

Est. Annual Taxes

  • $10,383

Year Built

  • Built in 1981 | Remodeled

Lot Details

  • Home fronts a creek
  • No Units Above
  • Two or More Common Walls
  • West Facing Home
  • Wrought Iron Fence
  • Back Yard

HOA Fees

  • $220 Monthly HOA Fees

Parking

  • 2 Car Garage
  • Attached Carport
  • Parking Storage or Cabinetry
  • Parking Available
  • Driveway Down Slope From Street
  • Assigned Parking
  • Community Parking Structure

Property Views

  • Ocean
  • Catalina
  • Woods
  • Peek-A-Boo
  • Canyon
  • Creek or Stream
  • Hills
  • Park or Greenbelt
  • Neighborhood
  • Courtyard

Home Design

  • Spanish Architecture
  • Cosmetic Repairs Needed
  • Pillar, Post or Pier Foundation
  • Slab Foundation
  • Tar and Gravel Roof
  • Pre-Cast Concrete Construction
  • Concrete Perimeter Foundation

Interior Spaces

  • 1,245 Sq Ft Home
  • 2-Story Property
  • Open Floorplan
  • Built-In Features
  • Dry Bar
  • Recessed Lighting
  • Double Pane Windows
  • Sliding Doors
  • Insulated Doors
  • Family Room Off Kitchen
  • Living Room
  • Storage
  • Wood Flooring
  • Pest Guard System

Kitchen

  • Updated Kitchen
  • Open to Family Room
  • Gas Oven
  • Gas Range
  • Warming Drawer
  • Microwave
  • Dishwasher
  • Granite Countertops
  • Disposal

Bedrooms and Bathrooms

  • 2 Bedrooms
  • All Bedrooms Down
  • Primary Bedroom Suite
  • Walk-In Closet
  • Remodeled Bathroom
  • Bathtub with Shower
  • Walk-in Shower
  • Exhaust Fan In Bathroom
  • Linen Closet In Bathroom

Laundry

  • Laundry Room
  • Electric Dryer Hookup

Eco-Friendly Details

  • Energy-Efficient Appliances
  • Water-Smart Landscaping

Outdoor Features

  • Ocean Side of Highway 1
  • Living Room Balcony
  • Covered Patio or Porch
  • Outdoor Storage
  • Rain Gutters

Schools

  • Concordia Elementary School
  • Shorecliff Middle School
  • San Clemente High School

Utilities

  • Forced Air Heating System
  • Underground Utilities
  • Natural Gas Connected
  • High-Efficiency Water Heater
  • Phone Available
  • Satellite Dish
  • Cable TV Available

Listing and Financial Details

  • Tax Lot 1
  • Tax Tract Number 11300
  • Assessor Parcel Number 93864005

Community Details

Overview

  • Front Yard Maintenance
  • 6 Units
  • Villa Montalvo Association, Phone Number (760) 978-9609
  • Mills HOA
  • Maintained Community
  • Military Land
  • Greenbelt

Amenities

  • Outdoor Cooking Area
  • Community Barbecue Grill
  • Community Storage Space

Recreation

  • Golf Course Community
  • Fishing
  • Water Sports
  • Hiking Trails

Security

  • Resident Manager or Management On Site
  • Fire Sprinkler System

Property Details

Home Type

Condominium

Est. Annual Taxes

$10,383

Year Built

Built in 1981 | Remodeled

Lot Details

0

HOA Fees

$220 per month

Parking

2

Listing Details

  • Structure Type: Multi Family
  • Assessments: Yes
  • Property Attached: Yes
  • Road Frontage Type: City Street
  • Road Surface Type: Paved
  • Security: Fire Sprinkler System
  • Subdivision Name Other: Villa Montalvo
  • View: Yes
  • Architectural Style: Spanish
  • Property Condition: Repairs Cosmetic, Updated/Remodeled
  • Property Sub Type: Condominium
  • Property Type: Residential
  • Parcel Number: 93864005
  • Year Built: 1981
  • Special Features: None

Interior Features

  • Fireplace: No
  • Living Area: 1245.00 Square Feet
  • Interior Amenities: Balcony, Built-in Features, Dry Bar, Granite Counters, Living Room Balcony, Open Floorplan, Recessed Lighting, Storage
  • Stories: 2
  • Entry Location: 2nd
  • Common Walls: 2+ Common Walls, No One Above
  • Flooring: Wood
  • Appliances: Yes
  • Full Bathrooms: 1
  • Full And Three Quarter Bathrooms: 2
  • Half Bathrooms: 1
  • Three Quarter Bathrooms: 1
  • Total Bedrooms: 2
  • Door Features: Insulated Doors, Sliding Doors
  • Eating Area: In Family Room
  • Entry Level: 2
  • Levels: Two
  • Main Level Bathrooms: 1
  • Price Per Square Foot: 791.16
  • Room Type: All Bedrooms Down, Kitchen, Living Room, Master Suite, Walk-In Closet
  • Window Features: Double Pane Windows
  • Bathroom Features: Bathtub, Shower, Shower In Tub, Exhaust Fan(s), Linen Closet/Storage, Remodeled, Walk-In Shower
  • Room Kitchen Features: Granite Counters, Kitchen Open To Family Room, Remodeled Kitchen

Exterior Features

  • Patio: Yes
  • Direction Faces: West
  • Foundation: Concrete Perimeter, Pillar/Post/Pier, Slab
  • Other Structures: Storage
  • Exterior Features: Rain Gutters, Satellite Dish
  • View: Canyon, Catalina, Courtyard, Creek/Stream, Hills, Neighborhood, Ocean, Park/Greenbelt, Peek-A-Boo, Trees/Woods
  • Fence: Yes
  • Fencing: Wrought Iron
  • Patio And Porch Features: Covered, Patio, Tile, Wood
  • Pool Private: No
  • Roof: Tar/Gravel
  • Spa: No
  • Construction Materials: Concrete

Garage/Parking

  • Attached Garage: No
  • Garage Spaces: 2.00
  • Parking: Yes
  • Parking Features: Assigned, Built-In Storage, Attached Carport, Community Structure, Covered, Driveway Down Slope From Street
  • Total Parking Spaces: 2.00

Utilities

  • Utilities: Cable Connected, Electricity Connected, Natural Gas Connected, Phone Available, Sewer Connected, Underground Utilities, Water Connected
  • Heating: Yes
  • Laundry: Yes
  • Appliances: Dishwasher, Disposal, Gas Oven, Gas Range, High Efficiency Water Heater, Microwave, Refrigerator, Warming Drawer, Water Heater
  • Electric: Standard
  • Heating Type: Forced Air
  • Laundry Features: Electric Dryer Hookup, Inside
  • Sewer: Public Sewer
  • Water Source: Public

Condo/Co-op/Association

  • Association: Yes
  • Amenities: Barbecue, Outdoor Cooking Area, Pest Control, Storage, Maintenance Grounds, Trash, Water, Management, Maintenance Front Yard
  • Association Fee: 220.00
  • Association Fee Frequency: Monthly
  • Association Name: Villa Montalvo
  • Phone: 760-978-9609
  • Senior Community: No
  • Common Interest: Condominium
  • Community Features: Curbs, Fishing, Golf, Hiking, Gutters, Watersports, Military Land, Storm Drains
  • Association Management: Mills

Schools

  • School District: Capistrano Unified
  • Elementary School: Concordia
  • Middle School: Shorecliff
  • High School: San Clemente
  • Elementary School: Concordia
  • High School: San Clemente
  • Middle Or Junior School: Shorecliff
  • Elementary School #2: CONCOR
  • High School2: SANCLE

Green Features

  • Green Water Conservation: Water-Smart Landscaping
  • Efficiency: Appliances, Water Heater

Lot Info

  • Additional Parcels: No
  • Land Lease: No
  • Lot Features: Back Yard, Greenbelt
  • Latitude Manual: 33.40847200

Multi Family

  • Lease Considered: No
  • Number Of Units In Community: 6
  • Number Of Units Total: 1
  • Waterfront Features: Creek, Ocean Side of Freeway, Ocean Side Of Highway 1, Stream

Tax Info

  • Tax Census Tract: 421.03
  • Tax Lot: 1
  • Tax Tract Number: 11300

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Jul 2, 2021
Closed on
Jul 20, 2021
Sold by
Clancy Ryan and Clancy Lindsey
Bought by
Aldrich Jack B and The Jack B Aldrich Irrevocable
Seller's Agent
Ryan Clancy
Ryan Clancy, Broker
Buyer's Agent
Michelle Wilson
First Team Real Estate
List Price
$964,900
Sold Price
$985,000
Premium/Discount to List
$20,100
2.08%
Current Estimated Value
$1,210,579

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$225,579
Avg. Annual Appreciation
6.42%

Purchase Details

Closed on
Jun 3, 2014
Sold by
Gee Christina and Kuno Christina
Bought by
Clancy Ryan and Clancy Lindsey

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$408,000
Interest Rate
3.5%
Mortgage Type
Adjustable Rate Mortgage/ARM

Purchase Details

Closed on
May 30, 2014
Sold by
Gee Matthew
Bought by
Gee Christina

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$408,000
Interest Rate
3.5%
Mortgage Type
Adjustable Rate Mortgage/ARM

Purchase Details

Closed on
Sep 13, 2010
Sold by
Gerhardt Jason
Bought by
Kuno Christina

Purchase Details

Closed on
Mar 2, 2009
Sold by
Mcbride Michael
Bought by
Kuno Christina and Gerhardt Jason

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$340,000
Interest Rate
5.15%
Mortgage Type
Purchase Money Mortgage

Purchase Details

Closed on
Feb 6, 2004
Sold by
Ary Jennifer L
Bought by
Ary Vaughn A

Purchase Details

Closed on
Nov 5, 2001
Sold by
Manning Cinthia
Bought by
Mcbride Michael

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$44,250
Interest Rate
6.63%
Mortgage Type
Credit Line Revolving

Purchase Details

Closed on
Jun 12, 2000
Sold by
Cinthia Manning
Bought by
Manning Cinthia

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$11,500
Interest Rate
8.27%
Mortgage Type
Credit Line Revolving

Purchase Details

Closed on
May 4, 1999
Sold by
Turcutto Horacio D and Turcutto Aurora Aurora
Bought by
Manning Cinthia

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$153,900
Interest Rate
6.9%
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
Aldrich Jack B $985,000 Western Resources Title
Clancy Ryan $510,000 Wfg Title Company
Gee Christina -- Wfg Title Company
Kuno Christina $10,000 None Available
Kuno Christina $425,000 Equity Title Orange County-I
Ary Vaughn A -- Ticor Title
Mcbride Michael $295,000 Chicago Title Co
Manning Cinthia -- Lawyers Title Company
Manning Cinthia $171,500 Chicago Title Co
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Previous Owner Clancy Ryan T $504,436
Previous Owner Clancy Ryan $0
Previous Owner Clancy Ryan $407,000
Previous Owner Clancy Ryan $412,000
Previous Owner Clancy Ryan $408,000
Previous Owner Kuno Christina $340,000
Previous Owner Mcbride Michael $44,250
Previous Owner Mcbride Michael $236,000
Previous Owner Manning Cinthia $11,500
Previous Owner Manning Cinthia $153,900
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
07/30/2021 07/30/21 Sold $985,000 +2.1% $791 / Sq Ft
07/09/2021 07/09/21 Pending -- -- --
07/02/2021 07/02/21 For Sale $964,900 -- $775 / 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 $10,383 $1,045,289 $838,374 $206,915
2024 $10,383 $1,024,794 $821,936 $202,858
2023 $10,163 $1,004,700 $805,819 $198,881
2022 $9,970 $985,000 $790,018 $194,982
2021 $5,740 $566,262 $366,407 $199,855
2020 $5,683 $560,456 $362,650 $197,806
2019 $5,572 $549,467 $355,539 $193,928
2018 $5,465 $538,694 $348,568 $190,126
2017 $5,358 $528,132 $341,733 $186,399
2016 $5,256 $517,777 $335,032 $182,745
2015 $5,177 $510,000 $330,000 $180,000
2014 $4,451 $445,122 $253,915 $191,207
Source: Public Records

Agents Affiliated with this Home

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Map

Source: California Regional Multiple Listing Service (CRMLS)

MLS Number: OC21140458

California Regional Multiple Listing Service (CRMLS)

APN: 938-640-05