NOT LISTED FOR SALE

Estimated Value: $873,462 - $1,215,000

2 Beds
2 Baths
1,130 Sq Ft
$529/mo HOA Fee

Last Sold March 03, 2022

Last sale price $860,000 $761 Per Sq Ft

Est. 15% increase in value since last sale

Current estimated payment $6,281/month

6 Days on Market

Highlights

  • Ocean View
  • Fitness Center
  • In Ground Pool
  • John Malcom Elementary School Rated A
  • Gated with Attendant
  • Clubhouse

About This Home

As of March 2022

Ocean breezes, spectacular sunsets and palm tree views await you at Monarch Hills at Ritz Pointe, one of Dana Point’s most desirable guard gated communities. This rare, sun-drenched upper unit with street level access (no steps) boasts vaulted ceiling with skylights, great views including a peekaboo ocean view from the deck. The scenic canyon trail, which is easily accessible from this unit takes you to Salt Creek Park and Beach which is adjacent to The Ritz Carlton and to the Waldorf Astoria Monarch Beach Golf Links. Monarch Hills is known for resort-style amenities including a clubhouse, fitness facility, salt water pool including 3 spas offering panoramic golf course, ocean and mountain views. If you are looking for an investment property or second home already furnished, look no further as the furniture, kitchen utensils, TV’s can be purchased separately outside of escrow for a nominal price. Washer, dryer and refrigerator are included in the sale. Unit provides one covered assigned spot just adjacent to the unit with an abundance of public parking available as well. Recent upgrades include new fireplace with gas logs, upgraded walk-in showers in both bathrooms, new vinyl windows and sliders throughout with upgraded window treatments with black out lining, newer kitchen appliances and newer hot water heater. HOA includes the amenities listed above plus covers sewer, trash, exterior building maintenance including roof and general liability insurance on the structure. Monarch Hills at Ritz Pointe is also within walking distance to numerous grocery stores, restaurants and movie theater and is less than 3 miles to Dana Point Harbor, 4 miles to historic San Juan Capistrano, 5 miles to Laguna Beach and San Clemente, Don't wait, this condo won't last!

Last Agent to Sell the Property

Zen Ziejewski

Real Broker License #00998118 Listed on: 02/07/2022

Real Broker

Co-Listed By

Chuck Harper

Real Broker License #01995537

Last Buyer's Agent

Carla Blanco

Coldwell Banker Realty License #02011912

Coldwell Banker Realty

Property Details

Home Type

  • Condominium

Est. Annual Taxes

  • $6,006

Year Built

  • Built in 1989

Lot Details

  • 1 Common Wall
  • Density is up to 1 Unit/Acre

HOA Fees

Property Views

  • Ocean
  • Peek-A-Boo

Home Design

  • Turnkey
  • Planned Development
  • Tile Roof

Interior Spaces

  • 1,130 Sq Ft Home
  • Sliding Doors
  • Living Room with Fireplace
  • Dining Room

Kitchen

  • Electric Range
  • Microwave
  • Dishwasher
  • Granite Countertops
  • Tile Countertops
  • Disposal

Flooring

  • Carpet
  • Tile

Bedrooms and Bathrooms

  • 2 Main Level Bedrooms
  • 2 Full Bathrooms
  • Granite Bathroom Countertops
  • Bathtub
  • Walk-in Shower

Laundry

  • Laundry Room
  • Dryer
  • Washer

Parking

  • 1 Parking Space
  • 1 Carport Space
  • Parking Available
  • Assigned Parking

Pool

  • In Ground Pool
  • In Ground Spa

Outdoor Features

  • Balcony
  • Deck
  • Patio

Schools

  • John Malcom Elementary School
  • Marco Forester Middle School
  • Dana Hills High School

Additional Features

  • No Interior Steps
  • Forced Air Heating and Cooling System

Listing and Financial Details

  • Tax Lot 1
  • Tax Tract Number 13434
  • Assessor Parcel Number 93936451
  • $441 per year additional tax assessments

Community Details

Overview

  • 325 Units
  • Monarch Hills Association, Phone Number (949) 838-3235
  • Action Management Association, Phone Number (949) 450-0202
  • Key Stone HOA
  • Monarch Hills Condos Subdivision

Amenities

  • Clubhouse
  • Recreation Room

Recreation

  • Fitness Center
  • Community Pool
  • Community Spa
  • Hiking Trails
  • Bike Trail

Pet Policy

  • Pet Restriction

Security

  • Gated with Attendant
  • Controlled Access

Property Details

Home Type

Condominium

Est. Annual Taxes

$6,006

Year Built

Built in 1989

Lot Details

0

HOA Fees

$529 per month

Listing Details

  • Structure Type: House
  • Assessments: Yes
  • Inclusions: All refrigerators, stoves, washers and dryers.
  • Property Attached: Yes
  • Road Frontage Type: City Street
  • Road Surface Type: Paved
  • Security: Gated Community, Gated with Guard, Guarded
  • Subdivision Name Other: Monarch Hills Condos (MHC)
  • View: Yes
  • Property Condition: Turnkey
  • Property Sub Type: Condominium
  • Property Type: Residential
  • Parcel Number: 93936451
  • Year Built: 1989
  • Special Features: None

Interior Features

  • Fireplace: Yes
  • Living Area: 1130.00 Square Feet
  • Interior Amenities: Balcony, Granite Counters, Tile Counters
  • Common Walls: 1 Common Wall
  • Flooring: Carpet, Tile
  • Accessibility Features: No Interior Steps
  • Appliances: Yes
  • Full Bathrooms: 2
  • Full And Three Quarter Bathrooms: 2
  • Total Bedrooms: 2
  • Door Features: Sliding Doors
  • Eating Area: Dining Room
  • Fireplace Features: Living Room
  • Levels: One
  • Main Level Bathrooms: 2
  • Main Level Bedrooms: 2
  • Price Per Square Foot: 761.06
  • Room Type: Kitchen, Laundry, Living Room, Main Floor Bedroom
  • Spa Features: Association, In Ground
  • Bathroom Features: Bathtub, Shower, Granite Counters
  • Room Kitchen Features: Tile Counters

Exterior Features

  • Patio: Yes
  • View: Ocean, Peek-A-Boo
  • Patio And Porch Features: Deck
  • Pool Features: Association, In Ground
  • Pool Private: No
  • Roof: Tile
  • Spa: Yes

Garage/Parking

  • Carport Spaces: 1.00
  • Parking: Yes
  • Parking Features: Assigned, Covered
  • Total Parking Spaces: 1.00

Utilities

  • Utilities: Electricity Connected, Sewer Connected, Water Connected
  • Heating: Yes
  • Laundry: Yes
  • Appliances: Dishwasher, Electric Range, Disposal, Microwave, Refrigerator
  • Heating Type: Forced Air
  • Laundry Features: Dryer Included, In Closet, Washer Included
  • Sewer: Public Sewer
  • Water Source: Public
  • Cooling: Central Air
  • Cooling: Yes

Condo/Co-op/Association

  • Association: Yes
  • Association: Corniche
  • Amenities: Pool, Spa/Hot Tub, Biking Trails, Hiking Trails, Gym/Ex Room, Clubhouse, Recreation Room, Trash, Sewer, Pet Rules, Guard, Security, Controlled Access
  • Association Fee: 428.60
  • Association #2 Fee: 100.00
  • Association #2 Fee Frequency: Monthly
  • Association Fee Frequency: Monthly
  • Association Name: Monarch Hills
  • Phone: 949-838-3235
  • Association Phone #2: 949-450-0202
  • Senior Community: No
  • Common Interest: Planned Development
  • Community Features: Biking, Hiking
  • Association Management: Key Stone
  • Association Management 2: Action Management

Schools

  • School District: Capistrano Unified
  • Elementary School: John Malcom
  • Middle School: Marco Forester
  • High School: Dana Hills
  • Elementary School: John Malcom
  • High School: Dana Hills
  • Middle Or Junior School: Marco Forester
  • Elementary School #2: JOHMAL
  • High School2: DANHIL

Lot Info

  • Additional Parcels: No
  • Land Lease: No
  • Lot Features: 0-1 Unit/Acre

Multi Family

  • Lease Considered: No
  • Number Of Units In Community: 325
  • Number Of Units Total: 325

Tax Info

  • Tax Census Tract: 423.23
  • Tax Lot: 1
  • Tax Tract Number: 13434
  • TaxOtherAnnualAssessmentAmount: 441.00

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Feb 7, 2022
Closed on
Feb 22, 2022
Sold by
Oliver Harlow Michael and Taveila Gina
Bought by
Ferrick Valerie
Seller's Agent
Zen Ziejewski
Real Broker
Buyer's Agent
Carla Blanco
Coldwell Banker Realty
List Price
$825,000
Sold Price
$860,000
Premium/Discount to List
$35,000
4.24%
Current Estimated Value
$990,366

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$130,366
Avg. Annual Appreciation
4.02%
Original Mortgage
$350,000
Outstanding Balance
$325,548
Interest Rate
3.69%
Mortgage Type
New Conventional
Estimated Equity
$664,818

Purchase Details

Listed on
Jul 25, 2017
Closed on
Aug 1, 2017
Sold by
N & B Investments Llc
Bought by
Harlow Michael Oliver and Harlow Gina Tavella
Seller's Agent
Sandra Hauser
Compass
Buyer's Agent
Mark Nichols
Engel & Völkers Newport Beach
List Price
$545,000
Sold Price
$527,500
Premium/Discount to List
-$17,500
-3.21%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
11.42%
Original Mortgage
$332,500
Interest Rate
4.03%
Mortgage Type
New Conventional

Purchase Details

Closed on
Nov 16, 2015
Sold by
Nagby Richard K and Nagby Kriston Rae
Bought by
N & B Investments Llc

Purchase Details

Listed on
Jul 9, 2015
Closed on
Sep 11, 2015
Sold by
Nagby Kriston
Bought by
Nagby Richard
Seller's Agent
Michael McDermott
Realty One Group West
Buyer's Agent
Sandra Hauser
Compass
List Price
$515,000
Sold Price
$499,000
Premium/Discount to List
-$16,000
-3.11%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
7.06%
Original Mortgage
$334,000
Interest Rate
3.91%
Mortgage Type
New Conventional

Purchase Details

Listed on
Jul 9, 2015
Closed on
Jul 28, 2015
Sold by
Mata Daniel
Bought by
Nagby Richard
Seller's Agent
Michael McDermott
Realty One Group West
Buyer's Agent
Sandra Hauser
Compass
List Price
$515,000
Sold Price
$499,000
Premium/Discount to List
-$16,000
-3.11%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$334,000
Interest Rate
3.91%
Mortgage Type
New Conventional

Purchase Details

Closed on
Feb 19, 2003
Sold by
Lazar Audrey L
Bought by
Mata Daniel

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$285,900
Interest Rate
6.25%

Purchase Details

Closed on
Jun 30, 1999
Sold by
Stracner Cris A
Bought by
Lazar Audrey L

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$148,700
Interest Rate
9.9%

Purchase Details

Closed on
Mar 22, 1999
Sold by
Stracner Kevin W
Bought by
Stracner Cris A

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$157,000
Interest Rate
6.73%
Mortgage Type
FHA

Purchase Details

Closed on
Mar 11, 1999
Sold by
Adrienne Parry Marilyn
Bought by
Stracner Cris A

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$157,000
Interest Rate
6.73%
Mortgage Type
FHA

Purchase Details

Closed on
Jul 6, 1994
Sold by
Monarch Beach Venture Ltd
Bought by
Parry Marilyn L and Padrick Dennis J

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$93,700
Interest Rate
6.25%

Purchase Details

Closed on
Feb 7, 1994
Sold by
Parry Ralph Howard
Bought by
Parry Marilyn L
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
Ferrick Valerie $860,000 Fidelity National Title
Harlow Michael Oliver $527,500 Lawyers Title
N & B Investments Llc -- None Available
Nagby Richard K -- None Available
Nagby Richard -- Title 365
Nagby Richard $499,000 Title 365
Mata Daniel $329,000 --
Lazar Audrey L $186,000 --
Stracner Cris A -- Chicago Title Co
Stracner Cris A $167,000 Chicago Title Co
Parry Marilyn L $134,000 Stewart Title
Parry Marilyn L -- Stewart Title
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Ferrick Valerie $350,000
Previous Owner Harlow Michael Oliver $332,500
Previous Owner Nagby Richard $334,000
Previous Owner Mata Daniel $285,900
Previous Owner Lazar Audrey L $148,700
Previous Owner Stracner Cris A $157,000
Previous Owner Parry Marilyn L $93,700
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
03/03/2022 03/03/22 Sold $860,000 +4.2% $761 / Sq Ft
02/15/2022 02/15/22 For Sale $825,000 -4.1% $730 / Sq Ft
02/14/2022 02/14/22 Off Market $860,000 -- --
02/14/2022 02/14/22 Pending -- -- --
02/07/2022 02/07/22 For Sale $825,000 +56.4% $730 / Sq Ft
08/25/2017 08/25/17 Sold $527,500 -3.2% $467 / Sq Ft
07/25/2017 07/25/17 For Sale $545,000 +9.2% $482 / Sq Ft
09/14/2015 09/14/15 Sold $499,000 -3.1% $399 / Sq Ft
07/24/2015 07/24/15 Pending -- -- --
07/09/2015 07/09/15 For Sale $515,000 -- $412 / 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 $6,006 $546,675 $461,953 $84,722
2024 $6,006 $535,956 $452,895 $83,061
2023 $5,830 $525,448 $444,015 $81,433
2022 $6,184 $565,585 $446,230 $119,355
2021 $6,046 $554,496 $437,481 $117,015
2020 $6,019 $548,811 $432,995 $115,816
2019 $5,896 $538,050 $424,504 $113,546
2018 $5,767 $527,500 $416,180 $111,320
2017 $5,553 $508,980 $388,076 $120,904
2016 $5,436 $499,000 $380,466 $118,534
2015 $4,190 $387,000 $269,099 $117,901
2014 $3,650 $333,700 $215,799 $117,901
Source: Public Records

Agents Affiliated with this Home

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Map

Source: California Regional Multiple Listing Service (CRMLS)

MLS Number: OC22015328

California Regional Multiple Listing Service (CRMLS)

APN: 939-364-51