NOT LISTED FOR SALE

Estimated Value: $3,794,000 - $5,077,000

4 Beds
3 Baths
2,998 Sq Ft
$1,499/Sq Ft Est. Value

Last Sold May 08, 2023

Last sale price $3,275,000 $1,092 Per Sq Ft

Est. 37% increase in value since last sale

Current estimated payment $26,659/month

Highlights

  • Private Pool
  • Primary Bedroom Suite
  • 0.39 Acre Lot
  • Moulton Elementary Rated A
  • Peek-A-Boo Views
  • Outdoor Fireplace

About This Home

As of June 2023

Airy, open, and undeniably inviting, this completely reimagined contemporary home enjoys a sought-after location in Dana Point's Monarch Bay Terrace on a single-loaded cul-de-sac. Mere moments to picturesque beaches, the spacious residence newly remodeled (2022) blends timeless style elements with the most desirable features of today. A modern pivot entry door leads the way to a foyer accented by chic pendant lighting and an industrial-style metal staircase. Boasting beamed vaulted ceilings, the great room opens seamlessly to a formal dining area, gourmet kitchen, and living room with built-in shelving, stylish fireplace, and wall of pocket glass doors framing the backyard and pool views. The sleek, eat-in kitchen displays a large Dekton waterfall island, handleless cabinetry, and a suite of newer top-tier appliances including a built-in Miele espresso machine. Approximately 3,041 square feet, the nearly new residence is home to four bedrooms (one of which is currently being used as an office), and three baths. The second level is dedicated to two secondary bedrooms with glass sliding doors that lead to a wraparound outdoor area and a luxurious owners suite offering a walk-in closet, soaking tub, floating toilet, walk-in shower, and dual sinks. Exquisite craftsmanship is reflected through the use of Porcelanosa wall tile, high-end lighting fixtures, stone pavers outdoors, and designer wood flooring. The sprawling grounds encompass nearly 17,112 square feet and host a stunning backyard featuring a pool, BBQ, open-air fireplace, and panoramic hillside and city light views. Situated near downtown Dana Point, the harbor, and endless retail and dining, there is simply no better place to call home.

Last Agent to Rent the Property

Malakai Sparks

The L3 License #01902404 Listed on: 05/06/2023

Last Renter's Agent

Malakai Sparks

The L3 License #01902404 Listed on: 05/06/2023

Home Details

Home Type

  • Single Family

Year Built

  • Built in 1971

Lot Details

  • 0.39 Acre Lot
  • Cul-De-Sac
  • Back and Front Yard
  • Density is up to 1 Unit/Acre

Parking

  • 3 Car Attached Garage

Property Views

  • Peek-A-Boo
  • Bluff
  • Hills

Home Design

  • Entry on the 1st floor

Interior Spaces

  • 2,998 Sq Ft Home
  • 2-Story Property
  • Entryway
  • Family Room Off Kitchen
  • Living Room with Fireplace

Kitchen

  • Open to Family Room
  • Eat-In Kitchen
  • Kitchen Island
  • Quartz Countertops

Flooring

  • Wood
  • Tile

Bedrooms and Bathrooms

  • 4 Bedrooms | 1 Main Level Bedroom
  • Primary Bedroom Suite
  • 3 Full Bathrooms

Laundry

  • Laundry Room
  • Laundry in Garage

Pool

  • Private Pool
  • Spa

Outdoor Features

  • Outdoor Fireplace
  • Exterior Lighting

Schools

  • Moulton Elementary School
  • Niguel Hills Middle School
  • Dana Point High School

Additional Features

  • Suburban Location
  • Central Heating and Cooling System

Community Details

  • Property has a Home Owners Association
  • Monarch Bay Terrace Subdivision

Listing and Financial Details

  • Security Deposit $14,000
  • 12-Month Minimum Lease Term
  • Available 5/9/23
  • Tax Lot 25
  • Tax Tract Number 4271
  • Assessor Parcel Number 67002111

Home Details

Home Type

Single Family

Year Built

Built in 1971

Lot Details

0.39 Acres

Parking

3

Rental Info

  • Cashiers Check: 1ST Month Rent, Security Deposit
  • Available Date: 2023-05-09
  • Credit Check Paid By: Tenant
  • Deposit Security: 14000
  • Furnished: Unfurnished
  • Pets Allowed: Cats OK, Dogs OK
  • Transfer Fee Paid By: Owner

Listing Details

  • Structure Type: House
  • Assessments: No
  • Property Attached: No
  • Subdivision Name Other: Monarch Bay Terrace (MBT)
  • View: Yes
  • Property Sub Type: Single Family Residence
  • Property Type: Residential Lease
  • Parcel Number: 67002111
  • Year Built: 1971
  • Special Features: None

Interior Features

  • Fireplace: Yes
  • Living Area: 2998.00 Square Feet
  • Stories: 2
  • Common Walls: No Common Walls
  • Flooring: Tile, Wood
  • Full Bathrooms: 3
  • Total Bedrooms: 4
  • Eating Area: Family Kitchen, In Family Room, Dining Room, In Kitchen
  • Entry Level: 1
  • Fireplace Features: Living Room, Outside
  • Levels: Two
  • Main Level Bathrooms: 1
  • Main Level Bedrooms: 1
  • Price Per Square Foot: 4.34
  • Room Type: Entry, Family Room, Main Floor Bedroom, Master Bathroom, Master Bedroom, Master Suite
  • Spa Features: Private
  • Room Kitchen Features: Kitchen Island, Kitchen Open To Family Room, Quartz Counters

Exterior Features

  • View: Bluff, Hills, Peek-A-Boo
  • Pool Features: Private
  • Pool Private: Yes
  • Spa: Yes

Garage/Parking

  • Attached Garage: Yes
  • Garage Spaces: 3.00
  • Total Parking Spaces: 3.00

Utilities

  • Heating: Yes
  • Laundry: Yes
  • Heating Type: Central
  • Laundry Features: In Garage
  • Sewer: Public Sewer
  • Water Source: Public
  • Cooling: Central Air
  • Cooling: Yes

Condo/Co-op/Association

  • Association: Yes
  • Senior Community: No
  • Community Features: Curbs, Street Lights, Suburban

Schools

  • Elementary School: Moulton
  • High School: Dana Point
  • Middle Or Junior School: Niguel Hills
  • Elementary School #2: MOULTO
  • High School2: DANPOI

Lot Info

  • Additional Parcels: No
  • Lot Features: 0-1 Unit/Acre, Back Yard, Bluff, Cul-De-Sac, Front Yard
  • Lot Size Sq Ft: 17112.00
  • Lot Size Acres: 0.3928

Multi Family

  • Insurance Water Furniture: Yes
  • Lease Term: 12 Months
  • Lot Size Area: 17112.0000 Square Feet
  • Number Of Units Total: 1

Tax Info

  • Tax Census Tract: 423.24
  • Tax Lot: 25
  • Tax Tract Number: 4271

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
May 6, 2023
Closed on
Apr 21, 2023
Sold by
Kurdmisto Reem
Bought by
Kleiner Andreas Matthias and Kleiner Linda
Seller's Agent
Malakai Sparks
The L3
Buyer's Agent
Malakai Sparks
The L3
Sold Price
$13,000
Views
20
Current Estimated Value
$4,494,703

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$4,481,703
Avg. Annual Appreciation
11.66%
Original Mortgage
$1,500,000
Outstanding Balance
$1,456,919
Interest Rate
6.42%
Mortgage Type
New Conventional
Estimated Equity
$3,037,784

Purchase Details

Listed on
Feb 15, 2021
Closed on
Apr 26, 2021
Sold by
Halvax Bruce K and Halvax Monica R
Bought by
Kurdmisto Reem
Seller's Agent
Michele Haynes
Coldwell Banker Realty
Buyer's Agent
Shohreh Shafizadeh
Elite International Realtors
List Price
$1,900,000
Sold Price
$1,791,000
Premium/Discount to List
-$109,000
-5.74%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
35.02%

Purchase Details

Closed on
Apr 24, 2003
Sold by
Halvax Bruce K
Bought by
Halvax Bruce K and Halvax Monica R

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$508,800
Interest Rate
5.84%

Purchase Details

Closed on
Apr 21, 2003
Sold by
Halvax Monica R
Bought by
Halvax Bruce K

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$508,800
Interest Rate
5.84%

Purchase Details

Closed on
Apr 26, 2001
Sold by
Roth Paul F
Bought by
Halvax Bruce K and Halvax Monica R

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$496,000
Interest Rate
7.14%

Purchase Details

Closed on
Dec 12, 1997
Sold by
Roth Paul F and Roth Helen V
Bought by
Roth Paul F and Roth Helen

Purchase Details

Closed on
Nov 8, 1994
Sold by
Roth Paul F
Bought by
Roth Paul F and Roth Helen
Source: Public Records

Range of Values:

--
Value Increase
--
Percent Increase
--
Adjusted for Inflation
Collateral Analytics

Collateral Analytics Collateral Analytics AVMs (Automated Valuation Model) employ a number of statistical approaches combined with neighborhood-specific comparable selection guarantees the most up-to-date and precise valuations.

Not Available

Collateral Analytics does not have data for the current month. Please view the chart for historical values.

ICE

ICE Mortgage Technology ICE Mortgage Technology’s AVM (Automated Valuation Model) is a state-of-the-art online residential property valuation tool that provides a quick and accurate estimate of the value of almost any home in the U.S.

Not Available

ICE Mortgage Technology does not have data for the current month. Please view the chart for historical values.

First American

First American First American Data & Analytics’ next-generation AVM combines unrivaled data assets with a blended ensemble of valuation models to produce highly accurate, reliable valuations you can trust.

Not Available

First American does not have data for the current month. Please view the chart for historical values.

Quantarium

Quantarium Quantarium’s valuation service, repeatedly proven the industry’s most accurate and comprehensive, is supercharged with a self-learning and auto-tuning AI engine that continually becomes smarter and more accurate as it processes daily inputs from the industry’s leading RE data lake.

Not Available

Quantarium does not have data for the current month. Please view the chart for historical values.

Average Value
Not Available
List Price
Sold Price
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

Source: Public Records

Average Home Value in this Area





Source: Public Records

Purchase History

Date Buyer Sale Price Title Company
Kleiner Andreas Matthias $3,275,000 California Best Title
Kurdmisto Reem $1,791,000 Equity Title Orange County
Halvax Bruce K -- California Counties Title Co
Halvax Bruce K -- California Counties Title Co
Halvax Bruce K $620,000 California Counties Title Co
Roth Paul F -- California Counties Title Co
Roth Paul F -- California Counties Title Co
Roth Paul F -- --
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Kleiner Andreas Matthias $1,500,000
Previous Owner Halvax Bruce K $508,800
Previous Owner Halvax Bruce K $496,000
Source: Public Records

Property History

Date Event Price List to Sale Price per Sq Ft Prior Sale
06/14/2023 06/14/23 Rented $13,000 -3.7% --
05/30/2023 05/30/23 Price Changed $13,500 0.0% $5 / Sq Ft
05/08/2023 05/08/23 Sold $3,275,000 0.0% $1,077 / Sq Ft View Prior Sale
05/06/2023 05/06/23 For Rent $14,000 0.0% --
04/11/2023 04/11/23 Pending -- -- --
03/22/2023 03/22/23 Price Changed $3,295,000 -12.1% $1,084 / Sq Ft
01/16/2023 01/16/23 Price Changed $3,750,000 -6.2% $1,233 / Sq Ft
10/21/2022 10/21/22 For Sale $3,999,000 +123.3% $1,315 / Sq Ft
05/03/2021 05/03/21 Sold $1,791,000 -5.7% $597 / Sq Ft View Prior Sale
04/01/2021 04/01/21 Pending -- -- --
02/15/2021 02/15/21 For Sale $1,900,000 -- $633 / Sq Ft
Source: California Regional Multiple Listing Service (CRMLS)

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 $36,197 $3,407,310 $3,068,855 $338,455
2024 $36,197 $3,340,500 $3,008,681 $331,819
2023 $20,542 $1,863,356 $1,617,157 $246,199
2022 $20,068 $1,826,820 $1,585,448 $241,372
2021 $10,188 $863,091 $609,995 $253,096
2020 $10,349 $854,242 $603,741 $250,501
2019 $10,153 $837,493 $591,903 $245,590
2018 $9,833 $821,072 $580,297 $240,775
2017 $9,533 $804,973 $568,919 $236,054
2016 $9,312 $789,190 $557,764 $231,426
2015 $9,011 $777,336 $549,386 $227,950
2014 $8,863 $762,110 $538,625 $223,485
Source: Public Records

Agents Affiliated with this Home

  • Section Image
  • Section Image
  • Section Image
  • Section Image
  • Section Image
  • Section Image
See All Agents

Map

Source: California Regional Multiple Listing Service (CRMLS)

MLS Number: OC23078043

California Regional Multiple Listing Service (CRMLS)

APN: 670-021-11

Your Personal Tour Guide

Ask me questions while you tour the home.