NOT LISTED FOR SALE

Estimated Value: $2,165,000 - $2,292,000

3 Beds
2.5 Baths
2,000 Sq Ft
$1,107/Sq Ft Est. Value

Last Sold December 14, 2021

Last sale price $1,725,000 $862 Per Sq Ft

Est. 28% increase in value since last sale

Current estimated payment $13,946/month

23 Days on Market

Highlights

  • Ocean View
  • 24-Hour Security
  • Cathedral Ceiling
  • John Malcom Elementary School Rated A
  • Solar Power System
  • Wood Flooring

About This Home

As of December 2021

Breathtaking ocean and Catalina Island views from both levels of this 3 bedroom, 2.5 bathrooms cathedral ceiling home in the 24 hr guard gated community of Monarch Beach (Montego). Attached two-car garage door is new as well as side gate. Exterior of home freshly painted. Custom “waves” gas fireplace to enjoy ocean views from inside. Other recent upgrades: paid for SunRun solar panels w/battery pack back up, all new Andersen windows, phantom screens on exterior doors, HVAC replaced, updated tile in kitchen, great room, & bathrooms, updated appliances & 5 burner Thermador gas cooktop, new quartz counters in remodeled kitchen and bathrooms, replaced attic insulation, water treatment system (purifier & softener), new TimberTech/AZEK viewing deck w/custom spiral staircase, above ground spa (Hot Spring Grande) with curtains/ocean views, new repiped PEX pipes, new barn door to Master bedroom & walk-in CA Closets. Close to world class hotels, restaurants, & shops plus trails & walk to Salt Creek Beach.

Last Agent to Sell the Property

RACHELLE LEVIN

Berkshire Hathaway HomeServices California Properties License #01924622 Listed on: 10/18/2021

Berkshire Hathaway HomeServices California Properties

Last Buyer's Agent

Grace de Haas

Engel & Völkers Dana Point License #02114231

Engel & Völkers Dana Point

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $20,051

Year Built

  • Built in 1997

Lot Details

  • 4,185 Sq Ft Lot
  • Glass Fence
  • Fence is in excellent condition
  • Sprinkler System
  • Garden
  • Front Yard
  • Zero Lot Line

HOA Fees

  • $305 Monthly HOA Fees

Parking

  • 2 Car Attached Garage
  • Parking Available
  • Single Garage Door
  • Garage Door Opener

Property Views

  • Ocean
  • Catalina

Interior Spaces

  • 2,000 Sq Ft Home
  • 2-Story Property
  • Crown Molding
  • Cathedral Ceiling
  • ENERGY STAR Qualified Windows
  • French Doors
  • Family Room with Fireplace
  • Dining Room
  • Pest Guard System

Kitchen

  • Breakfast Bar
  • Gas Cooktop
  • Dishwasher
  • Quartz Countertops
  • Self-Closing Cabinet Doors
  • Disposal

Flooring

  • Wood
  • Tile

Bedrooms and Bathrooms

  • 3 Bedrooms
  • All Upper Level Bedrooms
  • Bathtub
  • Walk-in Shower

Laundry

  • Laundry Room
  • Dryer
  • Washer

Eco-Friendly Details

  • ENERGY STAR Qualified Appliances
  • ENERGY STAR Qualified Equipment for Heating
  • Solar Power System

Outdoor Features

  • Balcony
  • Exterior Lighting

Utilities

  • Central Heating and Cooling System
  • Cable TV Available

Listing and Financial Details

  • Assessor Parcel Number 67248548

Community Details

Overview

  • Montego At Mb Association, Phone Number (949) 661-7767
  • Ammcor HOA
  • Montego Subdivision

Amenities

  • Picnic Area

Recreation

  • Dog Park
  • Bike Trail

Security

  • 24-Hour Security
  • Resident Manager or Management On Site

Home Details

Home Type

Single Family

Est. Annual Taxes

$20,051

Year Built

Built in 1997

Lot Details

0

HOA Fees

$305 per month

Parking

2

Listing Details

  • Structure Type: House
  • Assessments: No
  • Inclusions: above ground (Hot Springs) spa w privacy outdoor curtains on patio
  • Other Phone Description: 3019967245
  • Property Attached: No
  • Security: 24 Hour Security, Gated with Attendant, Gated with Guard
  • Subdivision Name Other: Montego (MONT)
  • View: Yes
  • Property Sub Type: Single Family Residence
  • Property Type: Residential
  • Parcel Number: 67248548
  • Year Built: 1997
  • Special Features: None

Interior Features

  • Fireplace: Yes
  • Living Area: 2000.00 Square Feet
  • Interior Amenities: Balcony, Cathedral Ceiling(s), Crown Molding
  • Stories: 2
  • Common Walls: No Common Walls
  • Flooring: Tile, Wood
  • Appliances: Yes
  • Full Bathrooms: 2
  • Full And Three Quarter Bathrooms: 2
  • Half Bathrooms: 1
  • Total Bedrooms: 3
  • Door Features: French Doors
  • Eating Area: Breakfast Counter / Bar, Dining Room
  • Fireplace Features: Family Room
  • Levels: Two
  • Main Level Bathrooms: 1
  • Price Per Square Foot: 862.50
  • Room Type: All Bedrooms Up, Kitchen, Laundry, Master Bathroom, Master Bedroom
  • Window Features: ENERGY STAR Qualified Windows
  • Bathroom Features: Bathtub, Shower
  • Room Kitchen Features: Quartz Counters, Self-Closing Cabinet Doors

Exterior Features

  • View: Catalina, Ocean
  • Fence: Yes
  • Fencing: Excellent Condition, Glass
  • Pool Private: No

Garage/Parking

  • Attached Garage: Yes
  • Garage Spaces: 2.00
  • Parking: Yes
  • Parking Features: Garage - Single Door, Garage Door Opener
  • Total Parking Spaces: 2.00

Utilities

  • Utilities: Cable Available
  • Sprinklers: Yes
  • Heating: Yes
  • Laundry: Yes
  • Appliances: Dishwasher, ENERGY STAR Qualified Appliances, Disposal, Gas Cooktop
  • Heating Type: Central, ENERGY STAR Qualified Equipment
  • Laundry Features: Dryer Included, Individual Room, Washer Included
  • Sewer: Public Sewer
  • Water Source: Public
  • Cooling: Central Air
  • Cooling: Yes

Condo/Co-op/Association

  • Association: Yes
  • Association Phone Extension: 261
  • Amenities: Picnic Area, Dog Park, Pest Control, Pet Rules, Management, Guard
  • Association Fee: 305.00
  • Association Fee Frequency: Monthly
  • Association Name: MONTEGO AT MB
  • Phone: 9496617767
  • Senior Community: No
  • Community Features: Biking, Dog Park, Sidewalks, Street Lights
  • Association Management: AMMCOR

Schools

  • School District: Capistrano Unified

Green Features

  • Efficiency: Appliances
  • Green Power: Solar

Lot Info

  • Additional Parcels: No
  • Land Lease: No
  • Lot Features: Front Yard, Garden, Sprinkler System, Walkstreet, Zero Lot Line
  • Lot Size Sq Ft: 4185.00
  • Lot Size Acres: 0.0961

Multi Family

  • Lease Considered: No
  • Lot Size Area: 4185.0000 Square Feet
  • Number Of Units Total: 1

Tax Info

  • Tax Lot: 0000
  • Tax Tract Number: 000...

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Oct 18, 2021
Closed on
Oct 26, 2021
Sold by
Joshua Julian M and Joshua Kathleen A
Bought by
Afshar Aria
Seller's Agent
RACHELLE LEVIN
Berkshire Hathaway HomeServices California Properties
Buyer's Agent
Grace de Haas
Engel & Völkers Dana Point
List Price
$1,649,000
Sold Price
$1,725,000
Premium/Discount to List
$76,000
4.61%
Current Estimated Value
$2,213,902

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$488,902
Avg. Annual Appreciation
6.92%

Purchase Details

Closed on
May 29, 2015
Sold by
Joshua Julian and Joshua Kathleen Anne
Bought by
The Joshua Family Joint Declaration Of T

Purchase Details

Closed on
Jun 8, 2009
Sold by
Kounalis Larry and Kounalis Denise
Bought by
Joshua Julian and Joshua Kathleen

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$675,000
Interest Rate
5.62%
Mortgage Type
Purchase Money Mortgage

Purchase Details

Closed on
Apr 16, 2004
Sold by
Crotts John L and Crotts Helen M
Bought by
Kounalis Larry and Kounalis Denise

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$640,000
Interest Rate
5.99%
Mortgage Type
Purchase Money Mortgage

Purchase Details

Closed on
Jan 9, 2002
Sold by
Fadtke Eckhard and Fadtke Wilma
Bought by
Crotts John L and Crotts Helen M

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$63,000
Interest Rate
5.99%
Mortgage Type
Credit Line Revolving

Purchase Details

Closed on
Jun 25, 1997
Sold by
Mb 72 Partners
Bought by
Fadtke Eckhard and Fadtke Wilma
Source: Public Records

Range of Values:

Collateral Analytics

Collateral Analytics Collateral Analytics AVMs (Automated Valuation Model) employ a number of statistical approaches combined with neighborhood-specific comparable selection guarantees the most up-to-date and precise valuations.

Not Available

Collateral Analytics does not have data for the current month. Please view the chart for historical values.

ICE

ICE Mortgage Technology ICE Mortgage Technology’s AVM (Automated Valuation Model) is a state-of-the-art online residential property valuation tool that provides a quick and accurate estimate of the value of almost any home in the U.S.

Not Available

ICE Mortgage Technology does not have data for the current month. Please view the chart for historical values.

First American

First American First American Data & Analytics’ next-generation AVM combines unrivaled data assets with a blended ensemble of valuation models to produce highly accurate, reliable valuations you can trust.

Not Available

First American does not have data for the current month. Please view the chart for historical values.

Quantarium

Quantarium Quantarium’s valuation service, repeatedly proven the industry’s most accurate and comprehensive, is supercharged with a self-learning and auto-tuning AI engine that continually becomes smarter and more accurate as it processes daily inputs from the industry’s leading RE data lake.

Not Available

Quantarium does not have data for the current month. Please view the chart for historical values.

Average Value
Not Available
List Price
Sold Price
Create a Home Valuation Report for This Property
The Home Valuation Report is an in-depth analysis detailing your home's value as well as a comparison with similar homes in the area

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
Afshar Aria $1,725,000 California Title Company
The Joshua Family Joint Declaration Of T -- None Available
Joshua Julian -- Chicago Title Company
Kounalis Larry -- Chicago Title Co
Crotts John L $630,000 Chicago Title Co
Fadtke Eckhard -- --
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Previous Owner Joshua Julian $675,000
Previous Owner Kounalis Larry $150,000
Previous Owner Kounalis Larry $640,000
Previous Owner Crotts John L $75,000
Previous Owner Crotts John L $600,000
Previous Owner Crotts John L $63,000
Previous Owner Crotts John L $504,000
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
12/14/2021 12/14/21 Sold $1,725,000 +1.5% $863 / Sq Ft
11/10/2021 11/10/21 Pending -- -- --
11/03/2021 11/03/21 Price Changed $1,699,000 +3.0% $850 / Sq Ft
10/18/2021 10/18/21 For Sale $1,649,000 -- $825 / 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 $20,051 $1,830,583 $1,509,901 $320,682
2024 $20,051 $1,794,690 $1,480,295 $314,395
2023 $19,530 $1,759,500 $1,451,269 $308,231
2022 $19,002 $1,725,000 $1,422,812 $302,188
2021 $13,204 $1,141,806 $816,844 $324,962
2020 $12,816 $1,121,276 $808,468 $312,808
2019 $12,527 $1,099,291 $792,616 $306,675
2018 $12,223 $1,077,737 $777,075 $300,662
2017 $11,887 $1,056,605 $761,838 $294,767
2016 $11,636 $1,035,888 $746,900 $288,988
2015 $11,389 $1,020,328 $735,680 $284,648
2014 $10,873 $968,774 $703,744 $265,030
Source: Public Records

Agents Affiliated with this Home

  • Section Image
  • Section Image
  • Section Image
See All Agents

Map

Source: California Regional Multiple Listing Service (CRMLS)

MLS Number: LG21230322

California Regional Multiple Listing Service (CRMLS)

APN: 672-485-48