NOT LISTED FOR SALE

Estimated Value: $960,000 - $1,419,102

3 Beds
3 Baths
1,755 Sq Ft
$120/mo HOA Fee

Last Sold October 05, 2019

Last sale price $745,000 $425 Per Sq Ft

Est. 66% increase in value since last sale

Current estimated payment $7,474/month

20 Days on Market

Highlights

  • Ocean View
  • Wine Cellar
  • Main Floor Primary Bedroom
  • Concordia Elementary School Rated A
  • No Units Above
  • 3-minute walk to San Luis Rey Park

About This Home

As of October 2019

Summertime and the living is easy!
If you enjoy the active lifestyle of south Orange County then this gem has it all.
This penthouse suite is a 3 bedroom 3 bathroom with (approx.) 1,775 sq ft with easy access up or down for it has an elevator that takes you directly to your penthouse. We have ocean views, golf course views, mountain & city light views!
The location of this property is a dream. Located in south San Clemente right next to the world famous Lower Trestles surf spot. It also overlooks the San Clemente Municipal Golf Course and public tennis courts, out your back door. I would say it's a trifecta! You can get a quick 9 holes in before 9:30am,
hop on your bike and ride down to lowers and surf with some of the worlds elite surfer, then play a set or two in the afternoon, and settle down at one of the fine restaurants with some great food and a glass of wine, as you stare off into the endless sunsets in the beautiful San Clemente's coastline.

Last Agent to Sell the Property

Adam Bakkedal

Keller Williams Realty License #02007744 Listed on: 08/16/2019

Keller Williams Realty

Last Buyer's Agent

Bree Hughes

Compass License #01440050

Compass

Property Details

Home Type

  • Condominium

Est. Annual Taxes

  • $8,097

Year Built

  • Built in 2004

Lot Details

  • No Units Above
  • 1 Common Wall
  • Northwest Facing Home
  • Density is up to 1 Unit/Acre

HOA Fees

  • $120 Monthly HOA Fees

Parking

  • 2 Car Attached Garage

Property Views

  • Ocean
  • Coastline
  • City Lights
  • Golf Course
  • Woods
  • Views of a landmark
  • Canyon
  • Hills
  • Neighborhood

Interior Spaces

  • 1,755 Sq Ft Home
  • High Ceiling
  • Wine Cellar
  • Family Room Off Kitchen
  • Living Room
  • Dining Room
  • Tile Flooring
  • Laundry Room

Kitchen

  • Open to Family Room
  • Eat-In Kitchen
  • Breakfast Bar
  • Walk-In Pantry
  • Gas Oven
  • Six Burner Stove
  • Built-In Range
  • Free-Standing Range
  • Microwave
  • Dishwasher
  • Granite Countertops
  • Pots and Pans Drawers
  • Built-In Trash or Recycling Cabinet
  • Disposal

Bedrooms and Bathrooms

  • 3 Main Level Bedrooms
  • Primary Bedroom on Main
  • Walk-In Closet
  • 3 Full Bathrooms
  • Dual Vanity Sinks in Primary Bathroom
  • Bathtub with Shower
  • Walk-in Shower
  • Exhaust Fan In Bathroom
  • Closet In Bathroom

Home Security

  • Home Security System
  • Smart Home

Outdoor Features

  • Balcony
  • Exterior Lighting
  • Rain Gutters

Schools

  • San Clemente High School

Utilities

  • Central Heating
  • Tankless Water Heater

Community Details

  • 3 Units
  • 2709 Cdc HOA, Phone Number (760) 522-7519
  • Susan Carmichael HOA

Listing and Financial Details

  • Tax Lot 1
  • Tax Tract Number 421
  • Assessor Parcel Number 93316044

Property Details

Home Type

Condominium

Est. Annual Taxes

$8,097

Year Built

Built in 2004

Lot Details

0

HOA Fees

$120 per month

Parking

2

Listing Details

  • Structure Type: Triplex
  • Assessments: No
  • Other Phone Description: 9493229075
  • Other Phone Number: 9493229075
  • Property Attached: Yes
  • Security: Security System
  • View: Yes
  • Property Sub Type: Condominium
  • Property Type: Residential
  • Parcel Number: 93316044
  • Year Built: 2004
  • Special Features: None

Interior Features

  • Fireplace: No
  • Living Area: 1755.00 Square Feet
  • Interior Amenities: Balcony, Elevator, Granite Counters, High Ceilings, Home Automation System
  • Common Walls: 1 Common Wall, No One Above
  • Flooring: Tile
  • Appliances: Yes
  • Full Bathrooms: 3
  • Full And Three Quarter Bathrooms: 3
  • Total Bedrooms: 3
  • Eating Area: Breakfast Counter / Bar, Family Kitchen, Dining Room, In Kitchen
  • Levels: One
  • Main Level Bathrooms: 3
  • Main Level Bedrooms: 3
  • Price Per Square Foot: 424.50
  • Room Type: Kitchen, Living Room, Main Floor Bedroom, Main Floor Master Bedroom, Master Bathroom, Master Bedroom, Walk-In Closet, Walk-In Pantry, Wine Cellar
  • Bathroom Features: Bathtub, Shower, Shower In Tub, Closet In Bathroom, Double Sinks In Master Bath, Exhaust Fan(s)
  • Room Kitchen Features: Built-In Trash/Recycling, Granite Counters, Kitchen Open To Family Room, Pots & Pan Drawers

Exterior Features

  • Direction Faces: Northwest
  • View: Canyon, City Lights, Coastline, Golf Course, Hills, Landmark, Neighborhood, Ocean, Trees/Woods
  • Pool Private: No

Garage/Parking

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

Utilities

  • Heating: Yes
  • Laundry: Yes
  • Appliances: 6 Burner Stove, Built-In Range, Dishwasher, Free-Standing Range, Disposal, Gas Oven, Microwave, Refrigerator, Tankless Water Heater
  • Heating Type: Central
  • Laundry Features: In Closet, Individual Room
  • Sewer: Public Sewer
  • Water Source: Public

Condo/Co-op/Association

  • Association: Yes
  • Association Fee: 120.00
  • Association Fee Frequency: Monthly
  • Association Name: 2709 CDC HOA
  • Phone: 7605227519
  • Senior Community: No
  • Community Features: Curbs, Gutters, Street Lights
  • Association Management: Susan Carmichael

Schools

  • School District: Capistrano Unified
  • High School: San Clemente
  • High School: San Clemente
  • High School2: SANCLE

Lot Info

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

Multi Family

  • Lease Considered: No
  • Number Of Units In Community: 3
  • Number Of Units Total: 1

Tax Info

  • Tax Census Tract: 421.14
  • Tax Lot: 1
  • Tax Tract Number: 421.

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Aug 16, 2019
Closed on
Sep 5, 2019
Sold by
Carmichael Thomas W and Carmichael Susan A
Bought by
Drizin Lee A and Drizin Donna A
Seller's Agent
Adam Bakkedal
Keller Williams Realty
Buyer's Agent
Bree Hughes
Compass
List Price
$760,000
Sold Price
$745,000
Premium/Discount to List
-$15,000
-1.97%
Current Estimated Value
$1,235,526

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$490,526
Avg. Annual Appreciation
8.92%
Original Mortgage
$545,000
Outstanding Balance
$477,447
Interest Rate
3.5%
Mortgage Type
New Conventional
Estimated Equity
$758,079

Purchase Details

Listed on
Jun 22, 2018
Closed on
Jul 26, 2018
Sold by
Carmichael Thomas W and Carmichael Sasan A
Bought by
Carmichael Thomas W and Carmichael Susan A
Seller's Agent
Joseph Horsley
Beach Cities Real Estate
Buyer's Agent
Judith Bogan
Freedom Legacy Realty
Sold Price
$3,000

Purchase Details

Listed on
Feb 16, 2017
Closed on
Mar 20, 2017
Sold by
Kato Gerry
Bought by
Carmichael Thomas W and Carmichael Susan A
Seller's Agent
Susie Lehmann
First Team Real Estate
Buyer's Agent
Joseph Horsley
Beach Cities Real Estate
List Price
$729,900
Sold Price
$710,000
Premium/Discount to List
-$19,900
-2.73%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
6.83%

Purchase Details

Closed on
Feb 4, 2009
Sold by
Hoferer Jospeh M and Hoferer Allison A
Bought by
Kato Gerry

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$250,000
Interest Rate
5.19%
Mortgage Type
Purchase Money Mortgage

Purchase Details

Closed on
Nov 3, 2006
Sold by
Fintiu Inc
Bought by
Hoferer Joseph and Hoferer Allison

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
9.42%
Mortgage Type
Purchase Money Mortgage

Purchase Details

Closed on
Jul 2, 2004
Sold by
Krogh Knud E and Krogh Georgia R
Bought by
Fintiu Inc

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$889,000
Interest Rate
6.27%
Mortgage Type
Purchase Money Mortgage

Purchase Details

Closed on
Jan 23, 2003
Sold by
Santoro Joseph V and Santoro Cheryl A
Bought by
Krogh Knud E and Krogh Georgia R

Purchase Details

Closed on
Sep 4, 2001
Sold by
Hall Lloyd E and Hall Barbara T
Bought by
Santoro Joseph and Santoro Cheryl A
Source: Public Records

Range of Values:

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Average Value
Not Available
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
Drizin Lee A $745,000 Ticor Ttl Orange Cnty Branch
Carmichael Thomas W -- None Available
Carmichael Thomas W $710,000 Western Resources Title Comp
Kato Gerry $450,000 Western Resources Title Co
Hoferer Joseph $800,000 First American Title Co
Fintiu Inc $569,000 First Southwestern Title Co
Krogh Knud E $275,000 First Southwestern Title Co
Santoro Joseph $134,000 Lawyers Title Company
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Drizin Lee A $545,000
Previous Owner Kato Gerry $237,000
Previous Owner Kato Gerry K $240,000
Previous Owner Kato Gerry $250,000
Previous Owner Hoferer Joseph $640,000
Previous Owner Fintiu Inc $889,000
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
10/05/2019 10/05/19 Sold $745,000 -2.0% $425 / Sq Ft
08/16/2019 08/16/19 For Sale $760,000 0.0% $433 / Sq Ft
07/30/2018 07/30/18 Rented $3,000 0.0% --
07/29/2018 07/29/18 Under Contract -- -- --
07/26/2018 07/26/18 Off Market $3,000 -- --
07/20/2018 07/20/18 Price Changed $3,000 -11.8% $2 / Sq Ft
07/05/2018 07/05/18 For Rent $3,400 0.0% --
07/02/2018 07/02/18 Off Market $3,400 -- --
06/29/2018 06/29/18 Price Changed $3,400 -5.6% $2 / Sq Ft
06/22/2018 06/22/18 For Rent $3,600 +9.1% --
07/07/2017 07/07/17 Rented $3,300 0.0% --
07/03/2017 07/03/17 Price Changed $3,300 -5.7% $2 / Sq Ft
06/24/2017 06/24/17 Price Changed $3,500 -10.3% $2 / Sq Ft
06/16/2017 06/16/17 Price Changed $3,900 -7.1% $2 / Sq Ft
06/03/2017 06/03/17 For Rent $4,200 0.0% --
04/17/2017 04/17/17 Sold $710,000 -2.7% $405 / Sq Ft
02/16/2017 02/16/17 For Sale $729,900 -- $416 / 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 $8,097 $814,764 $493,641 $321,123
2024 $8,097 $798,789 $483,962 $314,827
2023 $7,926 $783,127 $474,473 $308,654
2022 $7,775 $767,772 $465,170 $302,602
2021 $7,625 $752,718 $456,049 $296,669
2020 $7,549 $745,000 $451,372 $293,628
2019 $7,485 $738,684 $468,995 $269,689
2018 $7,341 $724,200 $459,799 $264,401
2017 $4,996 $499,308 $208,949 $290,359
2016 $4,899 $489,518 $204,852 $284,666
2015 $4,824 $482,165 $201,774 $280,391
2014 $4,731 $472,721 $197,822 $274,899
Source: Public Records

Agents Affiliated with this Home

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Map

Source: California Regional Multiple Listing Service (CRMLS)

MLS Number: OC19194873

California Regional Multiple Listing Service (CRMLS)

APN: 933-160-44