NOT LISTED FOR SALE

Estimated Value: $1,880,000 - $2,258,000

2 Beds
2.5 Baths
2,271 Sq Ft
$887/Sq Ft Est. Value

Last Sold June 11, 2019

Last sale price $986,000 $434 Per Sq Ft

Est. 104% increase in value since last sale

Current estimated payment $11,503/month

Highlights

  • No Units Above
  • View of Hills
  • Laundry Room
  • Marco Forster Middle School Rated A-
  • Park
  • Zero Lot Line

About This Home

As of October 2019

Best deal in Dana Point. Oversized townhome located on the most prestigious street in Dana Point’s Lantern District. Walk to everything! Only steps to the beautiful downtown Lantern District restaurants, shops & nostalgic Dana Point Harbor. Walking into this home you are overwhelmed with its open space. The large living & dining area have newly updated wide planked wood floors & naturally lit by a large skylight. The large kitchen has ample counter space, double ovens, a gas range, dishwasher, refrigerator & a barstool countertop. The kitchen leads into another large room which can be used as an additional family room. The private laundry room, with new washer & dryer, leads to your own two car garage with driveway & storage racks. The master bedroom compares its size to larger luxury single family residences in the area and leads out to a large private deck perfect for relaxing in the Southern California sun while enjoying cool summer ocean breezes. The large master bathroom is showered with natural light is very private with double sinks, his & hers closets, separate shower & restroom and large enough to add dressing room seating, additional armoire or vanity. The 2nd bedroom is spacious & has a large closet & an extra room attached that can be used as an extra bedroom, playroom or work out room. In addition to the two large bedrooms there is another room that can be used as office, media space and more. Truly a rare opportunity because of its size & location.

Last Agent to Rent the Property

Gaetano LoGrande

Bullock Russell RE Services License #01861815 Listed on: 10/14/2019

Bullock Russell RE Services

Last Renter's Agent

Gaetano LoGrande

Bullock Russell RE Services License #01861815 Listed on: 10/14/2019

Bullock Russell RE Services

Townhouse Details

Home Type

  • Townhome

Est. Annual Taxes

  • $11,491

Year Built

  • Built in 1989

Lot Details

  • 2,271 Sq Ft Lot
  • No Units Above
  • No Units Located Below
  • Two or More Common Walls
  • Zero Lot Line

Parking

  • 2 Car Garage

Home Design

  • Entry on the 1st floor

Interior Spaces

  • 2,271 Sq Ft Home
  • 2-Story Property
  • Views of Hills
  • Laundry Room

Bedrooms and Bathrooms

  • 2 Main Level Bedrooms
  • All Upper Level Bedrooms

Additional Features

  • Exterior Lighting
  • Central Heating

Listing and Financial Details

  • Security Deposit $4,300
  • Rent includes trash collection, water
  • 12-Month Minimum Lease Term
  • Available 10/14/19
  • Tax Lot 1
  • Tax Tract Number 12601
  • Assessor Parcel Number 93607031

Community Details

Overview

  • Property has a Home Owners Association
  • 10 Units

Recreation

  • Park
  • Bike Trail

Pet Policy

  • Call for details about the types of pets allowed
  • Pet Deposit $1,000

Townhouse Details

Home Type

Townhome

Est. Annual Taxes

$11,491

Year Built

Built in 1989

Lot Details

0

Parking

2

Rental Info

  • Cashiers Check: 1ST Month Rent, Security Deposit
  • Available Date: 2019-10-14
  • Credit Check: Yes
  • Credit Check Paid By: Tenant
  • Deposit Key: 50
  • Deposit Pets: 1000
  • Deposit Security: 4300
  • Furnished: Unfurnished
  • Pets Allowed: Call
  • Transfer Fee Paid By: Tenant

Listing Details

  • Structure Type: Multi Family
  • Property Attached: Yes
  • Subdivision Name Other: Pilgrim's Bluff (PB)
  • View: Yes
  • Property Sub Type: Townhouse
  • Property Type: Residential Lease
  • Parcel Number: 93607031
  • Year Built: 1989
  • Special Features: None

Interior Features

  • Fireplace: No
  • Living Area: 2271.00 Square Feet
  • Stories: 2
  • Common Walls: 2+ Common Walls, No One Above, No One Below
  • Full Bathrooms: 2
  • Half Bathrooms: 1
  • Total Bedrooms: 2
  • Entry Level: 1
  • Levels: Two
  • Main Level Bathrooms: 1
  • Main Level Bedrooms: 2
  • Price Per Square Foot: 1.75
  • Room Type: All Bedrooms Up

Exterior Features

  • View: Hills
  • Pool Private: No

Garage/Parking

  • Attached Garage: No
  • Garage Spaces: 2.00
  • Total Parking Spaces: 2.00

Utilities

  • Heating: Yes
  • Laundry: Yes
  • Heating Type: Central
  • Laundry Features: Individual Room
  • Sewer: Public Sewer
  • Water Source: Public

Condo/Co-op/Association

  • Association: Yes
  • Senior Community: No
  • Community Features: Biking, Curbs, Park, Street Lights

Lot Info

  • Additional Parcels: No
  • Lot Features: Zero Lot Line
  • Lot Size Sq Ft: 2271.00
  • Lot Size Acres: 0.0521

Multi Family

  • Insurance Water Furniture: Yes
  • Lease Term: 12 Months
  • Lot Size Area: 2271.0000 Square Feet
  • Number Of Units In Community: 10
  • Number Of Units Total: 10
  • Rent Includes: Trash Collection, Water

Tax Info

  • Tax Census Tract: 423.13
  • Tax Lot: 1
  • Tax Tract Number: 12601

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
May 10, 2019
Closed on
May 29, 2019
Sold by
Walberg Ian and Walberg Josephine Mary
Bought by
Livi Brown Michael R and Michael R Brown Revocable Living Trust
Seller's Agent
Kathi Kanan
Berkshire Hathaway HomeService
Buyer's Agent
Gaetano LoGrande
Bullock Russell RE Services
List Price
$985,000
Sold Price
$986,000
Premium/Discount to List
$1,000
0.1%
Current Estimated Value
$2,014,570

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$1,028,570
Avg. Annual Appreciation
11.85%
Original Mortgage
$640,900
Outstanding Balance
$548,644
Interest Rate
2.87%
Mortgage Type
Adjustable Rate Mortgage/ARM
Estimated Equity
$1,465,926

Purchase Details

Listed on
Jan 13, 2017
Closed on
Mar 27, 2017
Sold by
Claus Elizabeth Ann
Bought by
Walberg Ian and Walberg Josephine Mary
Seller's Agent
Gary Macrides
Surterre Properties Inc
Buyer's Agent
Kathi Kanan
Berkshire Hathaway HomeService
List Price
$919,000
Sold Price
$875,000
Premium/Discount to List
-$44,000
-4.79%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
5.82%

Purchase Details

Closed on
Aug 18, 2014
Sold by
Claus Elizabeth Ann
Bought by
Claus Elizabeth Ann and The Elizabeth Ann Bernard Anderson Revoc

Purchase Details

Closed on
Jul 29, 2010
Sold by
Holb James A
Bought by
Claus Elizabeth Ann and Claus Bart

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$460,000
Interest Rate
4.45%
Mortgage Type
New Conventional

Purchase Details

Closed on
Jan 4, 1999
Sold by
Grant Maccoon and Grant Nancy
Bought by
Holb James A

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$266,200
Interest Rate
6.63%

Purchase Details

Closed on
Dec 27, 1994
Sold by
Pilgrims Bluff Ltd
Bought by
Maccoon Grant K and Maccoon Nancy R

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$240,000
Interest Rate
8.5%
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
Livi Brown Michael R $986,000 California Title Company
Walberg Ian $875,000 California Title Company
Claus Elizabeth Ann -- California Title Company
Claus Bart -- California Title Company
Claus Elizabeth Ann -- None Available
Claus Elizabeth Ann $575,000 Fidelity National Title
Holb James A $333,000 Chicago Title Co
Maccoon Grant K $320,000 Continental Lawyers Title Co
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Livi Brown Michael R $640,900
Previous Owner Claus Elizabeth Ann $460,000
Previous Owner Holb James A $266,200
Previous Owner Maccoon Grant K $240,000
Source: Public Records

Property History

Date Event Price List to Sale Price per Sq Ft Prior Sale
10/14/2019 10/14/19 Rented $3,975 0.0% --
10/14/2019 10/14/19 Under Contract -- -- --
10/14/2019 10/14/19 For Rent $3,975 0.0% --
06/11/2019 06/11/19 Sold $986,000 +0.1% $434 / Sq Ft View Prior Sale
05/14/2019 05/14/19 Pending -- -- --
05/10/2019 05/10/19 For Sale $985,000 +12.6% $434 / Sq Ft
05/03/2017 05/03/17 Sold $875,000 -2.7% $382 / Sq Ft View Prior Sale
03/20/2017 03/20/17 Pending -- -- --
02/26/2017 02/26/17 Price Changed $899,000 -2.2% $393 / Sq Ft
01/13/2017 01/13/17 For Sale $919,000 -- $401 / 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 $11,491 $1,099,899 $847,423 $252,476
2024 $11,491 $1,078,333 $830,807 $247,526
2023 $11,199 $1,057,190 $814,517 $242,673
2022 $10,942 $1,036,461 $798,546 $237,915
2021 $10,712 $1,016,139 $782,889 $233,250
2020 $10,639 $1,005,720 $774,861 $230,859
2019 $9,589 $910,350 $699,473 $210,877
2018 $9,388 $892,500 $685,757 $206,743
2017 $6,754 $634,743 $406,469 $228,274
2016 $6,603 $622,298 $398,499 $223,799
2015 $6,380 $612,951 $392,513 $220,438
2014 $6,261 $600,945 $384,825 $216,120
Source: Public Records

Agents Affiliated with this Home

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Map

Source: California Regional Multiple Listing Service (CRMLS)

MLS Number: OC19242601

California Regional Multiple Listing Service (CRMLS)

APN: 936-070-31