NOT LISTED FOR SALE

Estimated Value: $2,046,000 - $2,774,000

5 Beds
4.5 Baths
4,000 Sq Ft
$627/Sq Ft Est. Value

Last Sold September 28, 2020

Last sale price $1,502,000 $376 Per Sq Ft

Est. 67% increase in value since last sale

Current estimated payment $16,244/month

15 Days on Market

Highlights

  • Fitness Center
  • Gated with Attendant
  • Primary Bedroom Suite
  • Oso Grande Elementary School Rated A
  • Spa
  • 2-minute walk to Arroyo Park

About This Home

As of September 2020

This exquisite estate is located on a highly desirable cul-de-sac street in the prestigious guard gated enclave of Covenant Hills. This beautiful home has over $100,000 in upgrades since the last sale in 2017, most notably, ePipe of the entire house. From the moment you arrive, you will know that it is the home for you, welcome to 3 David! This is a generously sized 2 story home that is approximately 4,000 sq ft. There are 5 spacious bedroom with 3 of them being en-suite with one suite conveniently located on the main level that is away from living space, so perfect in-law suite or remote office for working from home. Entertain in the spacious family room with a fireplace that is attached to a large upgraded kitchen with 2 islands. There is a perfect butler's pantry with tons of storage and a full size refrigerator. There are doors leading from the dining area and the family room out to a wonderful relaxing patio with a fire pit for those relaxing evenings. Yard is large and private with views of hills & Saddleback mountains Upstairs you will find an extra large master and master bath, 2 great bedrooms with a jack n jill bathroom plus another en-suite room for that needed privacy. In addition to the laundry being conveniently located on the upper level, there is a desk space with built in cabinets too! There are so many wonderful features about this home and way too many to list here! Ladera Ranch won best community in the nation with all of the amenities it provides.

Last Agent to Sell the Property

Heidi Stoops

Coast to Canyon Real Estate License #01401728 Listed on: 07/30/2020

Last Buyer's Agent

Chase Ora

Berkshire Hathaway HomeService License #01793537

Berkshire Hathaway HomeService

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $22,055

Year Built

  • Built in 2006

Lot Details

  • 7,161 Sq Ft Lot
  • Cul-De-Sac
  • Wrought Iron Fence
  • Block Wall Fence
  • Level Lot
  • Sprinkler System

HOA Fees

  • $431 Monthly HOA Fees

Parking

  • 3 Car Direct Access Garage
  • Attached Carport
  • Parking Available
  • Front Facing Garage
  • Tandem Garage
  • Two Garage Doors
  • Driveway

Property Views

  • Mountain
  • Hills

Home Design

  • Spanish Architecture
  • Mediterranean Architecture
  • Turnkey
  • Planned Development
  • Concrete Roof
  • Stucco

Interior Spaces

  • 4,000 Sq Ft Home
  • 2-Story Property
  • Open Floorplan
  • Crown Molding
  • High Ceiling
  • Ceiling Fan
  • Double Pane Windows
  • Awning
  • Plantation Shutters
  • Custom Window Coverings
  • Window Screens
  • Formal Entry
  • Family Room with Fireplace
  • Great Room
  • Family Room Off Kitchen
  • Dining Room

Kitchen

  • Updated Kitchen
  • Open to Family Room
  • Eat-In Kitchen
  • Breakfast Bar
  • Walk-In Pantry
  • Butlers Pantry
  • Double Oven
  • Gas Cooktop
  • Microwave
  • Dishwasher
  • Kitchen Island
  • Granite Countertops
  • Self-Closing Drawers

Flooring

  • Wood
  • Carpet

Bedrooms and Bathrooms

  • 5 Bedrooms | 1 Main Level Bedroom
  • Primary Bedroom Suite
  • Mirrored Closets Doors
  • Jack-and-Jill Bathroom
  • In-Law or Guest Suite
  • Dual Sinks
  • Dual Vanity Sinks in Primary Bathroom
  • Private Water Closet
  • Soaking Tub
  • Bathtub with Shower
  • Separate Shower
  • Closet In Bathroom

Laundry

  • Laundry Room
  • Laundry on upper level

Home Security

  • Carbon Monoxide Detectors
  • Fire and Smoke Detector

Accessible Home Design

  • More Than Two Accessible Exits

Outdoor Features

  • Spa
  • Balcony
  • Covered patio or porch
  • Exterior Lighting
  • Outdoor Grill

Schools

  • Oso Grande Elementary School
  • Ladera Ranch Middle School
  • San Juan High School

Utilities

  • Two cooling system units
  • Forced Air Heating and Cooling System
  • Sewer Paid

Listing and Financial Details

  • Tax Lot 43
  • Tax Tract Number 16473
  • Assessor Parcel Number 74151112

Community Details

Overview

  • Larmac Association, Phone Number (800) 428-5588
  • Montanez Subdivision

Amenities

  • Outdoor Cooking Area
  • Picnic Area
  • Clubhouse
  • Recreation Room

Recreation

  • Tennis Courts
  • Sport Court
  • Community Playground
  • Fitness Center
  • Community Pool
  • Community Spa
  • Park
  • Hiking Trails
  • Bike Trail

Security

  • Gated with Attendant

Home Details

Home Type

Single Family

Est. Annual Taxes

$22,055

Year Built

Built in 2006

Lot Details

0

HOA Fees

$431 per month

Parking

3

Listing Details

  • Structure Type: House
  • Assessments: Yes
  • Property Attached: No
  • Security: Carbon Monoxide Detector(s), Gated Community, Gated with Guard, Smoke Detector(s)
  • Subdivision Name Other: Montanez (MONT)
  • View: Yes
  • Architectural Style: Mediterranean, Spanish
  • Property Condition: Turnkey
  • Property Sub Type: Single Family Residence
  • Property Type: Residential
  • Parcel Number: 74151112
  • Year Built: 2006
  • Special Features: None

Interior Features

  • Fireplace: Yes
  • Living Area: 4000.00 Square Feet
  • Interior Amenities: In-Law Floorplan, Balcony, Ceiling Fan(s), Crown Molding, Granite Counters, High Ceilings, Open Floorplan, Pantry
  • Stories: 2
  • Entry Location: 1
  • Common Walls: No Common Walls
  • Flooring: Carpet, Wood
  • Accessibility Features: 2+ Access Exits
  • Appliances: Yes
  • Full Bathrooms: 4
  • Full And Three Quarter Bathrooms: 4
  • Half Bathrooms: 1
  • Total Bedrooms: 5
  • Door Features: Mirror Closet Door(s)
  • Eating Area: Breakfast Counter / Bar, Dining Room, In Kitchen
  • Fireplace Features: Family Room
  • Levels: Two
  • Main Level Bathrooms: 2
  • Main Level Bedrooms: 1
  • Price Per Square Foot: 375.50
  • Room Type: Family Room, Formal Entry, Foyer, Great Room, Jack & Jill, Kitchen, Laundry, Main Floor Bedroom, Master Suite
  • Spa Features: Association
  • Window Features: Custom Covering, Double Pane Windows, Plantation Shutters, Screens
  • Bathroom Features: Shower, Shower In Tub, Closet In Bathroom, Double Sinks In Bath(s), Double Sinks In Master Bath, Hollywood Bathroom (Jack&Jill), Privacy Toilet Door, Separate Tub And Shower, Soaking Tub
  • Room Kitchen Features: Butler's Pantry, Granite Counters, Kitchen Island, Kitchen Open To Family Room, Remodeled Kitchen, Self-Closing Drawers, Walk-In Pantry

Exterior Features

  • Patio: Yes
  • Exterior Features: Awning(s), Barbecue Private
  • View: Hills, Mountain(s)
  • Fence: Yes
  • Fencing: Block, Wrought Iron
  • Patio And Porch Features: Covered, Patio, Front Porch
  • Pool Features: Community
  • Pool Private: No
  • Roof: Concrete
  • Spa: Yes
  • Construction Materials: Stucco

Garage/Parking

  • Attached Garage: Yes
  • Garage Spaces: 3.00
  • Number Remotes: 1
  • Parking: Yes
  • Parking Features: Attached Carport, Direct Garage Access, Driveway, Garage Faces Front, Garage - Two Door, Tandem Garage
  • Total Parking Spaces: 3.00

Utilities

  • Sprinklers: Yes
  • Heating: Yes
  • Laundry: Yes
  • Appliances: Dishwasher, Double Oven, Gas Cooktop, Microwave, Refrigerator
  • Heating Type: Central, Forced Air
  • Laundry Features: Individual Room, Inside, Upper Level
  • Sewer: Sewer Paid
  • Water Source: Public
  • Cooling: Central Air, Dual
  • Cooling: Yes

Condo/Co-op/Association

  • Association: Yes
  • Amenities: Pool, Spa/Hot Tub, Outdoor Cooking Area, Picnic Area, Playground, Tennis Court(s), Sport Court, Biking Trails, Hiking Trails, Gym/Ex Room, Clubhouse, Recreation Room, Pet Rules, Guard
  • Association Fee: 431.00
  • Association Fee Frequency: Monthly
  • Association Name: LARMAC
  • Phone: 800-428-5588
  • Senior Community: No
  • Common Interest: Planned Development
  • Community Features: Biking, Curbs, Park, Sidewalks, Street Lights
  • Association Management: LARMAC

Schools

  • School District: Capistrano Unified
  • Elementary School: Oso Grande
  • Middle School: Ladera Ranch
  • High School: San Juan
  • Elementary School: Oso Grande
  • High School: San Juan
  • Middle Or Junior School: Ladera Ranch
  • Elementary School #2: OSOGRA
  • High School2: SANJUA

Lot Info

  • Additional Parcels: No
  • Land Lease: No
  • Lot Features: Cul-De-Sac, Level with Street, Sprinkler System
  • Lot Size Sq Ft: 7161.00
  • Lot Size Acres: 0.1644

Multi Family

  • Lease Considered: No
  • Lot Size Area: 7161.0000 Square Feet
  • Number Of Units Total: 1

Tax Info

  • Tax Census Tract: 320.58
  • Tax Lot: 43
  • Tax Tract Number: 16473

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Jul 30, 2020
Closed on
Aug 18, 2020
Sold by
Ballantyne Laura
Bought by
Kozin Daniel and Kozin Katrina
Seller's Agent
Heidi Stoops
Coast to Canyon Real Estate
Buyer's Agent
Chase Ora
Berkshire Hathaway HomeService
List Price
$1,575,000
Sold Price
$1,502,000
Premium/Discount to List
-$73,000
-4.63%
Current Estimated Value
$2,508,673

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$1,006,673
Avg. Annual Appreciation
12.04%
Original Mortgage
$285,800
Outstanding Balance
$258,192
Interest Rate
2.9%
Mortgage Type
Credit Line Revolving
Estimated Equity
$2,310,431

Purchase Details

Listed on
Mar 20, 2017
Closed on
Apr 3, 2017
Sold by
Ballantyne Glenn
Bought by
Ballantyne Laura
Seller's Agent
Sandra Birtwell
Realty Network
Buyer's Agent
Heidi Stoops
Coast to Canyon Real Estate
List Price
$1,419,000
Sold Price
$1,399,000
Premium/Discount to List
-$20,000
-1.41%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
2.10%

Purchase Details

Listed on
Mar 20, 2017
Closed on
Mar 31, 2017
Sold by
Birtwell Robert Gordon and Birtwell Sandra Joan
Bought by
Ballantyne Laura
Seller's Agent
Sandra Birtwell
Realty Network
Buyer's Agent
Heidi Stoops
Coast to Canyon Real Estate
List Price
$1,419,000
Sold Price
$1,399,000
Premium/Discount to List
-$20,000
-1.41%

Purchase Details

Closed on
Dec 29, 2008
Sold by
Swigart Robert W and Swigart Leeann N
Bought by
Birtwell Robert Gordon and Birtwell Sandra Joan

Purchase Details

Closed on
Jun 21, 2006
Sold by
Centex Homes
Bought by
Swigart Robert W and Swigart Leeann N

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$1,000,000
Interest Rate
7.25%
Mortgage Type
Purchase Money Mortgage
Source: Public Records

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Range of Values:

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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
Kozin Daniel $1,502,000 First American Title Company
Ballantyne Laura -- Western Resources Title Comp
Ballantyne Laura $1,399,000 Western Resources Title Comp
Birtwell Robert Gordon $952,000 California Counties Title Co
Swigart Robert W $1,350,500 None Available
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Kozin Daniel $285,800
Open Kozin Daniel $765,600
Previous Owner Birtwell Robert Gordon $385,000
Previous Owner Swigart Robert W $1,000,000
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
09/28/2020 09/28/20 Sold $1,502,000 -4.6% $376 / Sq Ft
07/30/2020 07/30/20 For Sale $1,575,000 +12.6% $394 / Sq Ft
04/27/2017 04/27/17 Sold $1,399,000 -1.4% $359 / Sq Ft
03/26/2017 03/26/17 Pending -- -- --
03/20/2017 03/20/17 For Sale $1,419,000 0.0% $364 / Sq Ft
01/17/2012 01/17/12 Rented $5,400 -1.8% --
01/17/2012 01/17/12 Under Contract -- -- --
11/27/2011 11/27/11 For Rent $5,500 -- --
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
2024 $22,055 $1,593,933 $771,978 $821,955
2023 $21,650 $1,562,680 $756,841 $805,839
2022 $21,522 $1,532,040 $742,001 $790,039
2021 $21,173 $1,502,000 $727,451 $774,549
2020 $20,829 $1,484,629 $765,499 $719,130
2019 $20,827 $1,455,519 $750,489 $705,030
2018 $20,745 $1,426,980 $735,774 $691,206
2017 $16,930 $1,068,641 $307,798 $760,843
2016 $16,886 $1,047,688 $301,763 $745,925
2015 $16,995 $1,031,951 $297,230 $734,721
2014 $16,975 $1,000,070 $291,408 $708,662
Source: Public Records

Agents Affiliated with this Home

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Map

Source: California Regional Multiple Listing Service (CRMLS)

MLS Number: OC20152474

California Regional Multiple Listing Service (CRMLS)

APN: 741-511-12