Landlord's Agent in 2024
Jim Shockey
Berkshire Hathaway HomeService
(949) 300-0900
11 in this area
22 Total Sales
31 Santa Lucia Dana Point, CA 92629
Monarch Beach Neighborhood
3
Beds
2.5
Baths
1,683
Sq Ft
$1,559
Price per Sq Ft
Highlights
- Ocean View
- Beach Access
- Primary Bedroom Suite
- John Malcom Elementary School Rated A
- Gated with Attendant
- Updated Kitchen
About This Home
As of September 2024The single level Ocean View residence is located in the Private community of Ritz Pointe and features an ocean view on a large private corner lot!
The home has recently been painted inside and outside as well as updated landscaping! The interior features an updated kitchen with breakfast bar, stone counters tops and stainless appliances. New LED lighting brightens the interiors Cheery wood flooring and the primary bedroom offers a spa style walk in shower with multiple shower valves. Perfectly positioned off the family room is an outdoor entertainment room with overhead lighting as well as ceiling mounted heater. A spiral staircase offers access to the private ocean view balcony offering vistas of the ocean and hillsides! The community offers a nature trail leading to Sea Terrace Park, Monarch Beach Golf course, Waldorf Astoria resort as well as the Salt Creek Beach! Additionally, numerous restaurants, Tennis and health clubs are within short walking distance.
Last Agent to Rent the Property
Berkshire Hathaway HomeService Brokerage Phone: 949-234-5662 License #00380355 Listed on: 08/09/2024
Home Details
Home Type
- Single Family
Est. Annual Taxes
- $15,994
Year Built
- Built in 1995
Lot Details
- 0.37 Acre Lot
- Property fronts a private road
- Wrought Iron Fence
- Stucco Fence
- New Fence
- Landscaped
- Corner Lot
- Level Lot
- Irregular Lot
- Sprinklers Throughout Yard
- Lawn
- Garden
Parking
- 2 Car Direct Access Garage
- 2 Open Parking Spaces
Property Views
- Ocean
- Hills
Home Design
- Mediterranean Architecture
- Tile Roof
- Stucco
Interior Spaces
- 1,683 Sq Ft Home
- 1-Story Property
- Open Floorplan
- High Ceiling
- Recessed Lighting
- Fireplace With Gas Starter
- French Doors
- Sliding Doors
- Entryway
- Family Room Off Kitchen
- Living Room with Fireplace
- Dining Room
- Wood Flooring
Kitchen
- Updated Kitchen
- Open to Family Room
- Breakfast Bar
- Walk-In Pantry
- Electric Oven
- Self-Cleaning Oven
- Gas Cooktop
- Dishwasher
- Kitchen Island
- Granite Countertops
- Pots and Pans Drawers
- Disposal
Bedrooms and Bathrooms
- 3 Main Level Bedrooms
- Primary Bedroom Suite
- Walk-In Closet
- Remodeled Bathroom
- Bathroom on Main Level
- Stone Bathroom Countertops
- Makeup or Vanity Space
- Dual Vanity Sinks in Primary Bathroom
- Bathtub with Shower
- Multiple Shower Heads
- Walk-in Shower
- Exhaust Fan In Bathroom
Laundry
- Laundry Room
- Washer and Gas Dryer Hookup
Home Security
- Carbon Monoxide Detectors
- Fire and Smoke Detector
- Fire Sprinkler System
- Termite Clearance
Outdoor Features
- Beach Access
- Balcony
- Deck
- Covered Patio or Porch
- Exterior Lighting
- Rain Gutters
Schools
- Malcolm Elementary School
- Marco Forester Middle School
- Dana Hills High School
Utilities
- Forced Air Heating and Cooling System
- Vented Exhaust Fan
- Natural Gas Connected
- Tankless Water Heater
- Sewer Paid
- Cable TV Available
Additional Features
- No Interior Steps
- Property is near a park
Listing and Financial Details
- Security Deposit $6,200
- Rent includes association dues, gardener
- Available 8/10/24
- Tax Lot 72
- Tax Tract Number 13503
- Assessor Parcel Number 67250172
Community Details
Overview
- Property has a Home Owners Association
- Corniche Sur Mer Association, Phone Number (714) 508-9070
- Optimum HOA
- California Cortina Subdivision
Recreation
- Hiking Trails
Security
- Gated with Attendant
Ownership History
Date
Name
Owned For
Owner Type
Purchase Details
Listed on
Jun 5, 2016
Closed on
Oct 27, 2016
Sold by
Feiner Ronald R
Bought by
Jard Ltd
Seller's Agent
Jim Shockey
Berkshire Hathaway HomeService
Buyer's Agent
Jim Shockey
Berkshire Hathaway HomeService
List Price
$1,379,900
Sold Price
$1,225,000
Premium/Discount to List
-$154,900
-11.23%
Current Estimated Value
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$1,398,373
Avg. Annual Appreciation
9.06%
Purchase Details
Closed on
Dec 22, 2015
Sold by
Feiner Ronald R
Bought by
Trust C Under The Feiner Living Trust and Trust A Under The Feiner Living Trust
Purchase Details
Closed on
Oct 6, 2009
Sold by
Shore Family Irrevocable Trust
Bought by
Feiner Ronald R and Feiner Abby
Purchase Details
Closed on
Nov 6, 2008
Sold by
Berlet Alan J
Bought by
Shore Family Irrevocable Trust
Purchase Details
Closed on
Sep 4, 2002
Sold by
Berlet Jennifer Anne
Bought by
Berlet Alan J
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$520,000
Interest Rate
5.37%
Purchase Details
Closed on
Aug 13, 2002
Sold by
Llc Mavericks Development & Holdings
Bought by
Berlet Alan J
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$520,000
Interest Rate
5.37%
Purchase Details
Closed on
Dec 4, 2001
Sold by
Haythorne Stephen J and Haythorne Kelli R
Bought by
Llc Mavericks Development & Holdings
Purchase Details
Closed on
May 9, 1995
Sold by
Kaufman & Broad South Coast Inc
Bought by
Haythorne Stephen J and Haythorne Kelli R
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$220,000
Interest Rate
8.43%
Create a Home Valuation Report for This Property
The Home Valuation Report is an in-depth analysis detailing your home's value as well as a comparison with similar homes in the area
Home Values in the Area
Average Home Value in this Area
Purchase History
| Date | Buyer | Sale Price | Title Company |
|---|---|---|---|
| Jard Ltd | $1,225,000 | California Title Company | |
| Trust C Under The Feiner Living Trust | -- | None Available | |
| Feiner Ronald R | -- | None Available | |
| Shore Family Irrevocable Trust | $1,195,000 | California Title Company | |
| Berlet Alan J | -- | Fidelity National Title | |
| Berlet Alan J | $650,000 | Fidelity National Title | |
| Llc Mavericks Development & Holdings | -- | United Title Company | |
| Haythorne Stephen J | $275,000 | First American Title Ins Co |
Source: Public Records
Mortgage History
| Date | Status | Borrower | Loan Amount |
|---|---|---|---|
| Previous Owner | Berlet Alan J | $250,000 | |
| Previous Owner | Alan J | $515,000 | |
| Previous Owner | Berlet Alan J | $520,000 | |
| Previous Owner | Stephen Stephen J | $333,750 | |
| Previous Owner | Haythorne Stephen J | $220,000 |
Source: Public Records
Property History
| Date | Event | Price | Change | Sq Ft Price |
|---|---|---|---|---|
| 09/06/2024 09/06/24 | Rented | $6,000 | -3.2% | -- |
| 09/03/2024 09/03/24 | Off Market | $6,200 | -- | -- |
| 08/24/2024 08/24/24 | For Rent | $6,200 | 0.0% | -- |
| 08/21/2024 08/21/24 | Off Market | $6,200 | -- | -- |
| 08/21/2024 08/21/24 | For Rent | $6,200 | 0.0% | -- |
| 08/15/2024 08/15/24 | Off Market | $6,200 | -- | -- |
| 08/09/2024 08/09/24 | For Rent | $6,200 | 0.0% | -- |
| 07/22/2024 07/22/24 | Rented | $6,200 | 0.0% | -- |
| 07/22/2024 07/22/24 | For Rent | $6,200 | 0.0% | -- |
| 07/20/2024 07/20/24 | Off Market | $6,200 | -- | -- |
| 07/16/2024 07/16/24 | For Rent | $6,200 | +44.2% | -- |
| 03/19/2017 03/19/17 | Rented | $4,300 | -1.1% | -- |
| 02/23/2017 02/23/17 | Price Changed | $4,350 | -3.2% | $2 / Sq Ft |
| 01/20/2017 01/20/17 | For Rent | $4,495 | 0.0% | -- |
| 11/21/2016 11/21/16 | Sold | $1,225,000 | -9.3% | $681 / Sq Ft |
| 10/26/2016 10/26/16 | Pending | -- | -- | -- |
| 10/06/2016 10/06/16 | Price Changed | $1,349,888 | -10.0% | $750 / Sq Ft |
| 10/06/2016 10/06/16 | Price Changed | $1,499,888 | +9.5% | $833 / Sq Ft |
| 08/27/2016 08/27/16 | Price Changed | $1,369,888 | -0.7% | $761 / Sq Ft |
| 06/05/2016 06/05/16 | For Sale | $1,379,900 | +12.6% | $767 / Sq Ft |
| 05/31/2016 05/31/16 | Off Market | $1,225,000 | -- | -- |
| 05/12/2016 05/12/16 | For Sale | $1,379,900 | -- | $767 / Sq Ft |
Source: California Regional Multiple Listing Service (CRMLS)
Tax History Compared to Growth
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 | $15,994 | $1,421,714 | $1,201,078 | $220,636 |
| 2024 | $15,994 | $1,393,838 | $1,177,528 | $216,310 |
| 2023 | $16,175 | $1,366,508 | $1,154,439 | $212,069 |
| 2022 | $15,426 | $1,339,714 | $1,131,803 | $207,911 |
| 2021 | $15,317 | $1,313,446 | $1,109,611 | $203,835 |
| 2020 | $14,771 | $1,299,979 | $1,098,234 | $201,745 |
| 2019 | $14,503 | $1,274,490 | $1,076,700 | $197,790 |
| 2018 | $14,060 | $1,249,500 | $1,055,588 | $193,912 |
| 2017 | $13,723 | $1,225,000 | $1,034,890 | $190,110 |
| 2016 | $14,438 | $1,299,949 | $1,065,058 | $234,891 |
| 2015 | $13,967 | $1,280,423 | $1,049,060 | $231,363 |
| 2014 | $13,724 | $1,255,342 | $1,028,511 | $226,831 |
Source: Public Records
Agents Affiliated with this Home
-
Jim Shockey
-
Christe Roknich
Tenant's Agent in 2024
Christe Roknich
First Team Real Estate
(949) 463-4632
41 Total Sales
-
Michael Boucher
Buyer's Agent in 2024
Michael Boucher
Compass
(949) 550-9020
26 Total Sales
Map
Source: California Regional Multiple Listing Service (CRMLS)
MLS Number: OC24164658
APN: 672-501-72
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Based on information from California Regional Multiple Listing Service, Inc. and /or other sources. All data, including all measurements and calculations of area, is obtained from various sources and has not been, and will not be, verified by broker or MLS. All information should be independently reviewed and verified for accuracy. Properties may or may not be listed by the office/agent presenting the information
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