NOT LISTED FOR SALE

Estimated Value: $660,487 - $748,000

2 Beds
2 Baths
1,015 Sq Ft
$250/mo HOA Fee

Last Sold September 22, 2021

Last sale price $550,000 $542 Per Sq Ft

Est. 25% increase in value since last sale

Current estimated payment $4,478/month

7 Days on Market

Highlights

  • Spa
  • Updated Kitchen
  • Main Floor Primary Bedroom
  • Portola Hills Elementary School Rated A
  • Deck
  • Spanish Architecture

About This Home

As of September 2021

Thoughtfully designed for peace and comfort. This beautiful 2 bedroom, 2 bathroom carriage unit, with an attached garage, is part of the lovely Montecido Portola Hills Community. Inside the home, easy-to-care-for wood laminate flooring and crisp white walls create an effortless flow. A wonderful open living and dining area give a spacious feel to the main level. Floor to ceiling cabinets provide ample storage in the stylish remodeled kitchen with its Dorian countertop. Additionally, the cozy fireplace is perfect for cool winter nights, while the private shaded terrace is great for sipping lemonade on summer days. Enjoy immaculate community landscaping, plus, an association pool, spa and playground for the kiddos. Close to great shopping, dining, toll roads and entertainment.

Last Agent to Sell the Property

Bob Strausheim

Berkshire Hathaway HomeService License #00611168 Listed on: 08/18/2021

Berkshire Hathaway HomeService

Last Buyer's Agent

Chris Marple

VIP Realty Group License #01719697

Property Details

Home Type

  • Condominium

Est. Annual Taxes

  • $5,953

Year Built

  • Built in 1990

Lot Details

  • 2,134

HOA Fees

  • $250 Monthly HOA Fees

Parking

  • 1 Car Attached Garage
  • Parking Available
  • Front Facing Garage
  • Single Garage Door
  • Garage Door Opener

Home Design

  • Spanish Architecture
  • Turnkey
  • Tile Roof

Interior Spaces

  • 1,015 Sq Ft Home
  • Living Room with Fireplace
  • L-Shaped Dining Room
  • Laminate Flooring

Kitchen

  • Updated Kitchen
  • Gas Range
  • Granite Countertops
  • Disposal

Bedrooms and Bathrooms

  • 2 Main Level Bedrooms
  • Primary Bedroom on Main
  • 2 Full Bathrooms

Laundry

  • Laundry Room
  • Laundry in Garage

Outdoor Features

  • Spa
  • Deck
  • Patio
  • Exterior Lighting

Schools

  • Portola Elementary School
  • El Toro High School

Additional Features

  • Two or More Common Walls
  • Central Heating and Cooling System

Listing and Financial Details

  • Tax Lot 7
  • Tax Tract Number 13921
  • Assessor Parcel Number 93265229

Community Details

Overview

  • 300 Units
  • Montecito Association, Phone Number (949) 261-8282
  • Total HOA
  • Montecido Subdivision

Recreation

  • Community Playground
  • Community Pool
  • Community Spa
  • Park
  • Hiking Trails

Property Details

Home Type

Condominium

Est. Annual Taxes

$5,953

Year Built

Built in 1990

Lot Details

0

HOA Fees

$250 per month

Parking

1

Listing Details

  • Structure Type: Multi Family
  • Assessments: No
  • Property Attached: Yes
  • Road Surface Type: Alley Paved
  • Subdivision Name Other: Montecido (MD)
  • View: No
  • Architectural Style: Spanish
  • Property Condition: Turnkey
  • Property Sub Type: Condominium
  • Property Type: Residential
  • Parcel Number: 93265229
  • Year Built: 1990
  • Special Features: None

Interior Features

  • Fireplace: Yes
  • Living Area: 1015.00 Square Feet
  • Interior Amenities: Granite Counters
  • Common Walls: 2+ Common Walls
  • Flooring: Laminate
  • Appliances: Yes
  • Full Bathrooms: 2
  • Full And Three Quarter Bathrooms: 2
  • Total Bedrooms: 2
  • Eating Area: Dining Ell
  • Fireplace Features: Living Room
  • Levels: One
  • Main Level Bathrooms: 2
  • Main Level Bedrooms: 2
  • Price Per Square Foot: 541.87
  • Room Type: Kitchen, Living Room, Main Floor Bedroom, Main Floor Master Bedroom, Master Bathroom, Master Bedroom
  • Spa Features: Association, Community
  • Room Kitchen Features: Granite Counters, Remodeled Kitchen

Exterior Features

  • Patio: Yes
  • Patio And Porch Features: Deck
  • Pool Features: Association, Community
  • Pool Private: No
  • Roof: Tile
  • Spa: Yes

Garage/Parking

  • Attached Garage: Yes
  • Garage Spaces: 1.00
  • Parking: Yes
  • Parking Features: Garage, Garage Faces Front, Garage - Single Door, Garage Door Opener
  • Total Parking Spaces: 1.00

Utilities

  • Heating: Yes
  • Laundry: Yes
  • Appliances: Disposal, Gas Range
  • Heating Type: Central
  • Laundry Features: In Garage
  • Sewer: Public Sewer
  • Water Source: Public
  • Cooling: Central Air
  • Cooling: Yes

Condo/Co-op/Association

  • Association: Yes
  • Amenities: Pool, Spa/Hot Tub, Playground
  • Association Fee: 250.00
  • Association Fee Frequency: Monthly
  • Association Name: Montecito
  • Phone: 949-261-8282
  • Senior Community: No
  • Common Interest: Condominium
  • Community Features: Curbs, Hiking, Park, Sidewalks, Street Lights
  • Association Management: Total

Schools

  • School District: Saddleback Valley Unified
  • Elementary School: Portola
  • Middle School: Serrano
  • High School: El Toro
  • Elementary School: Portola
  • High School: El Toro
  • Middle Or Junior School: Serrano
  • Elementary School #2: PORTOL
  • High School2: ELTOR

Lot Info

  • Land Lease: No

Multi Family

  • Lease Considered: No
  • Number Of Units In Community: 300
  • Number Of Units Total: 1

Tax Info

  • Tax Lot: 7
  • Tax Tract Number: 13921

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Aug 18, 2021
Closed on
Aug 30, 2021
Sold by
Gonzalez Felipe A and Imrith Yahianty
Bought by
Lloren Joseph R and Luu Helen
Seller's Agent
Bob Strausheim
Berkshire Hathaway HomeService
Buyer's Agent
Chris Marple
VIP Realty Group
List Price
$505,000
Sold Price
$550,000
Premium/Discount to List
$45,000
8.91%
Current Estimated Value
$690,122

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$140,122
Avg. Annual Appreciation
4.98%
Original Mortgage
$531,121
Outstanding Balance
$484,333
Interest Rate
2.8%
Mortgage Type
VA
Estimated Equity
$182,148

Purchase Details

Listed on
Jul 31, 2018
Closed on
Nov 9, 2018
Sold by
Thi Le An Truong and Thi Truc Nguyen Ly
Bought by
Gonzalez Felipe A and Imrath Yahianty
Seller's Agent
theresa mai
EZ One Realty & Funding
Buyer's Agent
Tracy Bryant
Coldwell Banker Realty
List Price
$449,000
Sold Price
$432,000
Premium/Discount to List
-$17,000
-3.79%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
8.84%
Original Mortgage
$367,200
Interest Rate
4.7%
Mortgage Type
New Conventional

Purchase Details

Closed on
Mar 13, 2016
Sold by
Le An Truong
Bought by
Le An Truong and Nguyen Ly Thi Truc

Purchase Details

Listed on
Apr 21, 2015
Closed on
Aug 31, 2015
Sold by
Fannie Mae
Bought by
Le An Truong
Seller's Agent
Tyler Cressler
TMC Group
Buyer's Agent
theresa mai
EZ One Realty & Funding
List Price
$376,900
Sold Price
$359,000
Premium/Discount to List
-$17,900
-4.75%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
6.38%
Original Mortgage
$287,200
Interest Rate
4.05%
Mortgage Type
New Conventional

Purchase Details

Closed on
Jun 20, 2014
Sold by
Wang Tieru and Li Lei
Bought by
Federal National Mortgage Association

Purchase Details

Closed on
Dec 5, 2012
Sold by
Li Lei
Bought by
Wang Tieru

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$70,000
Interest Rate
3.35%
Mortgage Type
Unknown

Purchase Details

Closed on
Jun 19, 2007
Sold by
Larson Carmelita
Bought by
Wang Tieru and Li Lei

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$37,500
Interest Rate
6.65%
Mortgage Type
Credit Line Revolving

Purchase Details

Closed on
May 25, 2000
Sold by
Jackson David A and Jackson Mary Ellen
Bought by
Larson Carmelita

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$118,000
Interest Rate
8.99%

Purchase Details

Closed on
Apr 19, 1995
Sold by
Whiteside Eric Russell and Whiteside Sharleen Helena
Bought by
Jackson David A and Jackson Mary Ellen
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
Lloren Joseph R $550,000 California Title Company
Gonzalez Felipe A $432,000 Fidelity National Title
Le An Truong -- None Available
Le An Truong $359,000 Old Republic Title Company
Le An Truong -- Old Republic Title Company
Federal National Mortgage Association $319,784 First American Title
Wang Tieru -- Title 365 Company
Wang Tieru $375,000 Multiple
Larson Carmelita $147,500 First American Title Ins Co
Jackson David A -- North American Title Co
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Lloren Joseph R $531,121
Previous Owner Gonzalez Felipe A $367,200
Previous Owner Le An Truong $287,200
Previous Owner Wang Tieru $70,000
Previous Owner Wang Tieru $37,500
Previous Owner Wang Tieru $300,000
Previous Owner Larson Carmelita $162,000
Previous Owner Larson Carmelita $20,000
Previous Owner Larson Carmelita $152,000
Previous Owner Larson Carmelita $118,000
Closed Larson Carmelita $29,500
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
09/22/2021 09/22/21 Sold $550,000 +8.9% $542 / Sq Ft
08/18/2021 08/18/21 For Sale $505,000 +16.9% $498 / Sq Ft
11/15/2018 11/15/18 Sold $432,000 -0.7% $426 / Sq Ft
09/27/2018 09/27/18 Price Changed $434,900 -2.0% $428 / Sq Ft
09/08/2018 09/08/18 Price Changed $443,700 -1.2% $437 / Sq Ft
07/31/2018 07/31/18 For Sale $449,000 +25.1% $442 / Sq Ft
09/01/2015 09/01/15 Sold $359,000 -0.3% $312 / Sq Ft
07/28/2015 07/28/15 Price Changed $359,900 +4.3% $312 / Sq Ft
07/27/2015 07/27/15 Price Changed $345,000 -4.1% $299 / Sq Ft
06/12/2015 06/12/15 Pending -- -- --
05/22/2015 05/22/15 Price Changed $359,900 -4.5% $312 / Sq Ft
04/21/2015 04/21/15 For Sale $376,900 0.0% $327 / Sq Ft
05/01/2012 05/01/12 Rented -- -- --
05/01/2012 05/01/12 Under Contract -- -- --
04/07/2012 04/07/12 For Rent $1,550 -- --
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 $5,953 $583,664 $458,785 $124,879
2024 $5,953 $572,220 $449,789 $122,431
2023 $5,812 $561,000 $440,969 $120,031
2022 $5,707 $550,000 $432,322 $117,678
2021 $4,672 $445,205 $326,968 $118,237
2020 $4,631 $440,640 $323,615 $117,025
2019 $4,538 $432,000 $317,269 $114,731
2018 $3,853 $373,503 $258,064 $115,439
2017 $3,775 $366,180 $253,004 $113,176
2016 $3,565 $359,000 $248,043 $110,957
2015 $3,556 $336,593 $223,420 $113,173
2014 -- $294,925 $167,509 $127,416
Source: Public Records

Agents Affiliated with this Home

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Map

Source: California Regional Multiple Listing Service (CRMLS)

MLS Number: OC21178025

California Regional Multiple Listing Service (CRMLS)

APN: 932-652-29