NOT LISTED FOR SALE

23731 Perth Bay Dana Point, CA 92629

Estimated Value: $5,363,720 - $7,132,000

3 Beds
2.5 Baths
2,980 Sq Ft
$2,220/Sq Ft Est. Value

Last Sold July 21, 2020

Last sale price $4,359,000 $1,463 Per Sq Ft

Est. 45% increase in value since last sale

Current estimated payment $39,344/month

104 Days on Market

Highlights

  • Ocean View
  • Wine Cellar
  • Primary Bedroom Suite
  • Marco Forster Middle School Rated A-
  • Spa
  • Open Floorplan

About This Home

As of July 2020

THE ULTIMATE BEACH HOUSE- Breathtaking ocean/Catalina Island sunset views greet you when you enter this expanded and customized seaside home situated on a premium lot in the 24 hour gated oceanfront community of Niguel Shores. Homes with this panoramic ocean view and superb location are rarely on the market. This property offers a stunning example of the easy California Beach lifestyle designed for indoor/outdoor living boasting an open concept design with the family, living and dining rooms open to the beautiful Chef's Kitchen complete with durable Neolith counters and Dacor Cook top and double ovens or to the adorable bar and wine cellar. The gated entry leads you to delightful garden areas highlighting the new stucco finish, pergola, outdoor BBQ and new landscape--all ready for entertaining a crowd. With 3 Bedrooms, 2.5 Baths, a library/loft/den, open family room, and spacious master suite complete with sitting room, and views from all main rooms, this bluff top property provides space with a casual yet elegant style. Special features include newer A/C, new garage door, Solar, reversed osmosis water filter system, Tesla charging Port, new lighting, doors and some windows, built in loft cabinetry and new deck, wood stairs and accents, Closet World closets, added large laundry room and more...enjoy living in the "Best-Kept" secret along the Coast -- Niguel Shores with blufftop ocean front park/parking lot, Clubhouse with pool, spa, tennis, pickleball, park. Best Beach Buy!

Last Agent to Sell the Property

Connie McKibban

Berkshire Hathaway HomeService License #00461898 Listed on: 03/10/2020

Berkshire Hathaway HomeService

Last Buyer's Agent

Ingrid Echternach

Redfin License #02002320

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $48,474

Year Built

  • Built in 1972

Lot Details

  • 5,400 Sq Ft Lot
  • Cul-De-Sac
  • Density is up to 1 Unit/Acre
  • Zero Lot Line

HOA Fees

  • $305 Monthly HOA Fees

Parking

  • 2 Car Attached Garage

Property Views

  • Ocean
  • Coastline
  • Catalina

Home Design

  • Planned Development

Interior Spaces

  • 2,980 Sq Ft Home
  • 2-Story Property
  • Open Floorplan
  • Wet Bar
  • Built-In Features
  • Bar
  • Crown Molding
  • Cathedral Ceiling
  • Recessed Lighting
  • Wine Cellar
  • Family Room with Fireplace
  • Great Room
  • Living Room with Fireplace
  • Den
  • Loft
  • Utility Room
  • Laundry Room

Bedrooms and Bathrooms

  • 3 Bedrooms | 1 Primary Bedroom on Main
  • Primary Bedroom Suite

Outdoor Features

  • Spa
  • Fire Pit
  • Exterior Lighting

Utilities

  • Central Heating and Cooling System

Listing and Financial Details

  • Tax Lot 52
  • Tax Tract Number 7203
  • Assessor Parcel Number 67213152

Community Details

Overview

  • Niguel Shores Association, Phone Number (949) 493-0122
  • Niguel Shores Community Association

Amenities

  • Outdoor Cooking Area
  • Picnic Area
  • Sauna
  • Clubhouse
  • Banquet Facilities
  • Meeting Room
  • Recreation Room

Recreation

  • Tennis Courts
  • Sport Court
  • Community Playground
  • Community Pool
  • Community Spa

Security

  • Security Guard

Home Details

Home Type

Single Family

Est. Annual Taxes

$48,474

Year Built

Built in 1972

Lot Details

0

HOA Fees

$305 per month

Parking

2

Listing Details

  • Structure Type: House
  • Assessments: Yes
  • Property Attached: No
  • Subdivision Name Other: Niguel Shores Custom (NSC)
  • View: Yes
  • Property Sub Type: Single Family Residence
  • Property Type: Residential
  • Parcel Number: 67213152
  • Year Built: 1972
  • Special Features: None

Interior Features

  • Fireplace: Yes
  • Living Area: 2980.00 Square Feet
  • Interior Amenities: Bar, Built-in Features, Cathedral Ceiling(s), Crown Molding, Open Floorplan, Recessed Lighting, Wet Bar
  • Stories: 2
  • Common Walls: No Common Walls
  • Full Bathrooms: 2
  • Full And Three Quarter Bathrooms: 2
  • Half Bathrooms: 1
  • Total Bedrooms: 3
  • Fireplace Features: Family Room, Living Room, Fire Pit
  • Levels: Two
  • Main Level Bathrooms: 2
  • Main Level Bedrooms: 1
  • Price Per Square Foot: 1462.75
  • Room Type: Den, Family Room, Great Room, Kitchen, Laundry, Living Room, Loft, Main Floor Bedroom, Main Floor Master Bedroom, Master Bathroom, Master Suite, Utility Room, Wine Cellar
  • Spa Features: Association

Exterior Features

  • View: Catalina, Coastline, Ocean, Water
  • Pool Features: Association
  • Pool Private: No
  • Spa: Yes

Garage/Parking

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

Utilities

  • Heating: Yes
  • Laundry: Yes
  • Heating Type: Central
  • Laundry Features: Individual Room, Inside
  • Sewer: Public Sewer
  • Water Source: Public
  • Cooling: Central Air
  • Cooling: Yes

Condo/Co-op/Association

  • Association: Yes
  • Amenities: Pool, Spa/Hot Tub, Sauna, Outdoor Cooking Area, Picnic Area, Playground, Tennis Court(s), Sport Court, Clubhouse, Banquet Facilities, Recreation Room, Meeting Room, Guard, Security
  • Association Fee: 305.00
  • Association Fee Frequency: Monthly
  • Association Name: NIGUEL SHORES
  • Phone: 949-493-0122
  • Senior Community: No
  • Common Interest: Planned Development
  • Community Features: Street Lights
  • Association Management: NIGUEL SHORES COMMUNITY ASSOCIATION

Schools

  • School District: Capistrano Unified

Lot Info

  • Additional Parcels: No
  • Land Lease: No
  • Lot Features: 0-1 Unit/Acre, Cul-De-Sac, Zero Lot Line
  • Lot Size Sq Ft: 5400.00
  • Lot Size Acres: 0.1240

Multi Family

  • Lease Considered: No
  • Lot Size Area: 5400.0000 Square Feet
  • Number Of Units Total: 1

Tax Info

  • Tax Census Tract: 423.23
  • Tax Lot: 52
  • Tax Tract Number: 7203

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Mar 10, 2020
Closed on
Jun 24, 2020
Sold by
Jodzio Richard J and Jodzio Susanna M
Bought by
Palmer Peter Jon and Palmer Martha Jean
Seller's Agent
Connie McKibban
Berkshire Hathaway HomeService
Buyer's Agent
Ingrid Echternach
Redfin
List Price
$4,795,000
Sold Price
$4,359,000
Premium/Discount to List
-$436,000
-9.09%
Current Estimated Value
$6,337,055

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$1,978,055
Avg. Annual Appreciation
7.30%

Purchase Details

Closed on
Aug 29, 2014
Sold by
Jodzio Richard J and Jodzio Susanna M
Bought by
Richard & Susanna Jodzio Family Trust

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$1,467,000
Interest Rate
2.87%
Mortgage Type
Adjustable Rate Mortgage/ARM

Purchase Details

Closed on
Nov 25, 2013
Sold by
Jodzio Richard J and Jodzio Susanna M
Bought by
Jodzio Richard J and Jodzio Susanna M

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$1,500,000
Interest Rate
3%
Mortgage Type
Adjustable Rate Mortgage/ARM

Purchase Details

Listed on
Apr 23, 2012
Closed on
Sep 12, 2012
Sold by
Auld James C
Bought by
Jodzio Richard J and Jodzio Suzanne M
Seller's Agent
Connie McKibban
Berkshire Hathaway HomeService
Buyer's Agent
Steve deVre'
Realty One Group West
List Price
$2,690,000
Sold Price
$2,555,000
Premium/Discount to List
-$135,000
-5.02%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
7.21%
Original Mortgage
$1,533,000
Interest Rate
5.37%
Mortgage Type
New Conventional

Purchase Details

Closed on
Mar 3, 2003
Sold by
Auld James C and Auld Beverly
Bought by
Auld James C and Auld Beverly B
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
Palmer Peter Jon $4,359,000 Ticor Ttl Orange Cnty Branch
Richard & Susanna Jodzio Family Trust -- None Available
Jodzio Richard J -- None Available
Jodzio Richard J $2,555,000 Lawyers Title Company
Auld James C -- --
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Previous Owner Jodzio Richard J $2,000,000
Previous Owner Jodzio Richard J $1,465,000
Previous Owner Jodzio Richard J $1,467,000
Previous Owner Jodzio Richard J $200,000
Previous Owner Jodzio Richard J $1,500,000
Previous Owner Jodzio Richard J $1,533,000
Previous Owner Auld James C $200,000
Previous Owner Auld James C $200,000
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
07/21/2020 07/21/20 Sold $4,359,000 -2.2% $1,463 / Sq Ft
06/22/2020 06/22/20 Pending -- -- --
05/13/2020 05/13/20 Price Changed $4,459,000 -7.0% $1,496 / Sq Ft
03/10/2020 03/10/20 For Sale $4,795,000 +87.7% $1,609 / Sq Ft
10/29/2012 10/29/12 Sold $2,555,000 -5.0% $881 / Sq Ft
04/23/2012 04/23/12 For Sale $2,690,000 -- $928 / 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 $48,474 $4,625,805 $4,328,948 $296,857
2023 $47,534 $4,535,103 $4,244,066 $291,037
2022 $46,395 $4,446,180 $4,160,849 $285,331
2021 $45,410 $4,359,000 $4,079,263 $279,737
2020 $29,038 $2,876,888 $2,641,160 $235,728
2019 $29,717 $2,820,479 $2,589,373 $231,106
2018 $29,141 $2,765,176 $2,538,601 $226,575
2017 $28,477 $2,710,957 $2,488,824 $222,133
2016 $27,944 $2,657,801 $2,440,023 $217,778
2015 $27,355 $2,617,879 $2,403,372 $214,507
2014 $26,931 $2,566,599 $2,356,293 $210,306
Source: Public Records

Agents Affiliated with this Home

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Map

Source: California Regional Multiple Listing Service (CRMLS)

MLS Number: LG20054262

California Regional Multiple Listing Service (CRMLS)

APN: 672-131-52