NOT LISTED FOR SALE

31051 Aliso Cir Unit Upper Laguna Beach, CA 92651

Ocean Vista Neighborhood

Estimated Value: $3,373,000 - $4,155,075

2 Beds
2 Baths
1,200 Sq Ft
$3,081/Sq Ft Est. Value

About This Home

This home is located at 31051 Aliso Cir Unit Upper, Laguna Beach, CA 92651 and is currently estimated at $3,697,519, approximately $3,081 per square foot. 31051 Aliso Cir Unit Upper is a home located in Orange County with nearby schools including El Morro Elementary School, Thurston Middle School, and Laguna Beach High School.

Ownership History

Date Name Owned For Owner Type

Purchase Details

Closed on
Apr 24, 2007
Sold by
The Trust Of Stephen J Striegel
Bought by
Sutton Randy B and Sutton Constance R
Current Estimated Value
$3,697,519

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
Outstanding Balance
$610,236
Interest Rate
6.14%
Mortgage Type
Purchase Money Mortgage
Estimated Equity
$3,087,283

Purchase Details

Closed on
Oct 4, 2006
Sold by
Tap California Fund Iii Llc
Bought by
The Alliance Portfolio

Purchase Details

Closed on
Sep 19, 2006
Sold by
Phelan Mervyn A
Bought by
Tap California Fund Iii Llc and The Trust Of Stephen J Striegel

Purchase Details

Closed on
Oct 10, 2005
Sold by
Phelan Sharon
Bought by
Phelan Mervyn A and The Aliso Circle Irrevocable Inter Vivos

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$700,000
Interest Rate
11.99%
Mortgage Type
Fannie Mae Freddie Mac

Purchase Details

Closed on
Mar 14, 2005
Sold by
Phelan Sharon
Bought by
Phelan Sharon and Aliso Circle Irrevocable Inter Vivos Tr

Purchase Details

Closed on
Jun 14, 2004
Sold by
Phelan Mervyn
Bought by
Phelan Sharon

Purchase Details

Closed on
Sep 18, 2002
Sold by
Phelan Sharon
Bought by
The Aliso Circle Irrevocable Inter Vivos

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$407,225
Interest Rate
6.09%
Mortgage Type
Credit Line Revolving

Purchase Details

Closed on
Apr 1, 2002
Sold by
Phelan Sharon
Bought by
The Aliso Circle Irrevocable Trust

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$997,500
Interest Rate
5.77%
Mortgage Type
Unknown

Purchase Details

Closed on
Jan 24, 2002
Sold by
Phelan Mervyn
Bought by
Phelan Sharon

Purchase Details

Closed on
Mar 16, 2000
Sold by
Phelan Sharon
Bought by
Phelyn Mervyn and Aliso Circle Irrevocable Trust

Purchase Details

Closed on
Mar 8, 2000
Sold by
Lynne Alvord
Bought by
Diamond Holdings Group Inc

Purchase Details

Closed on
Mar 6, 2000
Sold by
Phelan Mervyn A
Bought by
Phelan Sharon

Purchase Details

Closed on
Dec 30, 1999
Sold by
Diamond Holdings Inc
Bought by
Phelan Sharon

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$636,750
Interest Rate
3.95%

Purchase Details

Closed on
Dec 20, 1998
Sold by
Alvord William W and Alvord Lynne M
Bought by
Alvord William W and Alvord Family Trust

Purchase Details

Closed on
Sep 21, 1998
Sold by
Alvord W W
Bought by
Alvord William W and Alvord Lynne M

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$200,000
Interest Rate
6.88%
Source: Public Records

Range of Values:

Collateral Analytics

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ICE

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First American

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Quantarium

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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
Sutton Randy B $1,800,000 Chicago Title Co
The Alliance Portfolio $221,000 First American Title Co
The Alliance Portfolio $129,500 First American Title Co
Tap California Fund Iii Llc $845,008 Accommodation
Phelan Mervyn A -- Chicago Title Co
Phelan Sharon -- --
Phelan Sharon -- --
Phelan Sharon -- --
Phelan Sharon -- --
The Aliso Circle Irrevocable Inter Vivos -- --
The Aliso Circle Irrevocable Trust -- --
Phelan Sharon -- First Southwestern Title Co
Phelan Sharon -- First Southwestern Title Co
Phelyn Mervyn -- Southland Title Corporation
Diamond Holdings Group Inc $686,000 --
Alvord William W -- --
Alvord William W -- --
Phelan Sharon -- --
Phelan Sharon $849,000 --
Alvord William W -- --
Alvord William W -- First American Title Ins Co
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Sutton Randy B $565,000
Closed Sutton Randy B $625,500
Open Sutton Randy B $1,000,000
Previous Owner Phelan Mervyn $1,000,000
Previous Owner Phelan Mervyn $0
Previous Owner Phelan Mervyn A $871,000
Previous Owner Phelan Mervyn A $700,000
Previous Owner Aliso Circle Irrevocable Inter Vivos Tr $500,000
Previous Owner Phelan Sharon $407,225
Previous Owner Phelan Sharon $997,500
Previous Owner Phelan Mervyn $100,000
Previous Owner Phelan Sharon $636,750
Previous Owner Alvord William W $200,000
Source: Public Records

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 $27,256 $2,472,768 $1,970,040 $502,728
2024 $27,256 $2,424,283 $1,931,412 $492,871
2023 $26,736 $2,376,749 $1,893,542 $483,207
2022 $26,106 $2,330,147 $1,856,414 $473,733
2021 $25,398 $2,284,458 $1,820,013 $464,445
2020 $24,928 $2,261,034 $1,801,351 $459,683
2019 $24,501 $2,216,700 $1,766,030 $450,670
2018 $23,584 $2,173,236 $1,731,402 $441,834
2017 $23,064 $2,130,624 $1,697,453 $433,171
2016 $21,737 $2,013,972 $1,626,843 $387,129
2015 $20,752 $1,932,000 $1,602,406 $329,594
2014 $18,335 $1,694,000 $1,364,406 $329,594
Source: Public Records

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