NOT LISTED FOR SALE

Estimated Value: $3,320,000 - $4,133,000

4 Beds
3 Baths
2,443 Sq Ft
$1,565/Sq Ft Est. Value

Last Sold November 05, 2020

Last sale price $2,170,000 $888 Per Sq Ft

Est. 76% increase in value since last sale

Current estimated payment $22,494/month

44 Days on Market

Highlights

  • Ocean View
  • Golf Course Community
  • Fishing
  • Moulton Elementary Rated A
  • Heated Pool
  • Solar Power System

About This Home

As of November 2020

LOVING where you live and enjoying the lifestyle is more important now than ever, so don’t miss your opportunity on viewing this immaculate, OCEAN close, single level, ocean view home. Recently renovated Monarch Bay Terrace home consisting of over 2,400 sq. ft, built on an extra large lot (over 12,000 sq. ft.). The open floor plan has been designed to welcome plenty of light, and openness for relaxation and entertainment. Spacious living room, dining room, family room and kitchen, updated with quartz counter tops and Viking stainless steel appliances, overlook a fabulous back yard. The living room has a cozy fireplace and even an ocean view from the front. A separate bedroom wing accommodates 3 bedrooms and 2 baths, set apart from the master bedroom area. The spacious and private master suite has two large closets. Wide planked french oak floors, upgraded windows and doors are just some of the items on a list of tastefully selected choices to add freshness to this California chic home. The outdoor space is perfect for entertaining and includes a sparkling pool, paver stone deck, barbecue area, good size patio and grassy lawn area. This home is an Entertainer's delight. Roomy outdoor bonus area/play court behind the pull through three car garage. In the highly coveted Monarch Beach area of Dana Point, close proximity to world class beaches, prestigious hotels, harbor, top rated shopping centers and elegant restaurants. LIVE ON CALIFORNIA'S RIVIERA! This is a must see!

Last Agent to Sell the Property

Briant Patterson

Pacific Sotheby's Int'l Realty License #01351340 Listed on: 08/09/2020

Pacific Sotheby's Int'l Realty

Last Buyer's Agent

Bill Hobbs

Berkshire Hathaway HomeService License #01241331

Berkshire Hathaway HomeService

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $26,437

Year Built

  • Built in 1970 | Remodeled

Lot Details

  • 0.28 Acre Lot
  • Block Wall Fence
  • Landscaped
  • Level Lot
  • Sprinkler System
  • Private Yard
  • Lawn
  • Garden
  • Back and Front Yard
  • Density is up to 1 Unit/Acre

HOA Fees

  • $25 Monthly HOA Fees

Parking

  • 3 Car Attached Garage
  • Parking Available
  • Driveway
  • Golf Cart Garage

Property Views

  • Ocean
  • City Lights

Home Design

  • Turnkey
  • Slab Foundation
  • Interior Block Wall
  • Slate Roof
  • Stucco

Interior Spaces

  • 2,443 Sq Ft Home
  • 1-Story Property
  • Open Floorplan
  • Built-In Features
  • Beamed Ceilings
  • Cathedral Ceiling
  • Ceiling Fan
  • Gas Fireplace
  • French Doors
  • Formal Entry
  • Great Room with Fireplace
  • Family Room
  • Living Room
  • Storage
  • Laundry Room
  • Carbon Monoxide Detectors
  • Stone Countertops

Bedrooms and Bathrooms

  • 4 Main Level Bedrooms
  • Primary Bedroom Suite
  • Walk-In Closet
  • 3 Full Bathrooms

Outdoor Features

  • Heated Pool
  • Exterior Lighting
  • Outdoor Grill

Additional Features

  • Solar Power System
  • Suburban Location
  • Central Air

Listing and Financial Details

  • Tax Lot 29
  • Tax Tract Number 4270
  • Assessor Parcel Number 67004104

Community Details

Overview

  • Monarch Bay Terrace Association, Phone Number (949) 212-5369
  • Monarch Bay Terrace Subdivision
  • Foothills

Recreation

  • Golf Course Community
  • Fishing
  • Park
  • Dog Park
  • Water Sports
  • Horse Trails
  • Hiking Trails
  • Bike Trail

Home Details

Home Type

Single Family

Est. Annual Taxes

$26,437

Year Built

Built in 1970 | Remodeled

Lot Details

0

HOA Fees

$25 per month

Parking

3

Listing Details

  • Structure Type: House
  • Assessments: Yes
  • Property Attached: No
  • Security: Carbon Monoxide Detector(s)
  • Subdivision Name Other: Monarch Bay Terrace (MBT)
  • View: Yes
  • Property Condition: Turnkey, Updated/Remodeled
  • Property Sub Type: Single Family Residence
  • Property Type: Residential
  • Parcel Number: 67004104
  • Year Built: 1970
  • Special Features: None

Interior Features

  • Fireplace: Yes
  • Living Area: 2443.00 Square Feet
  • Interior Amenities: Beamed Ceilings, Block Walls, Built-in Features, Cathedral Ceiling(s), Ceiling Fan(s), Open Floorplan, Stone Counters, Storage
  • Stories: 1
  • Common Walls: No Common Walls
  • Full Bathrooms: 3
  • Full And Three Quarter Bathrooms: 3
  • Total Bedrooms: 4
  • Door Features: French Doors
  • Fireplace Features: Gas, Great Room
  • Levels: One
  • Main Level Bathrooms: 3
  • Main Level Bedrooms: 4
  • Price Per Square Foot: 888.25
  • Room Type: All Bedrooms Down, Entry, Family Room, Formal Entry, Kitchen, Laundry, Living Room, Main Floor Bedroom, Main Floor Master Bedroom, Master Suite, Walk-In Closet

Exterior Features

  • Foundation: Slab
  • Exterior Features: Barbecue Private
  • View: City Lights, Ocean, Water
  • Fence: Yes
  • Fencing: Block
  • Pool Features: Private, Heated
  • Pool Private: Yes
  • Roof: Slate
  • Construction Materials: Stucco

Garage/Parking

  • Attached Garage: Yes
  • Garage Spaces: 3.00
  • Parking: Yes
  • Parking Features: Driveway, Garage, Golf Cart Garage
  • Total Parking Spaces: 3.00

Utilities

  • Sprinklers: Yes
  • Laundry: Yes
  • Laundry Features: Individual Room
  • Sewer: Public Sewer
  • Water Source: Public
  • Cooling: Central Air
  • Cooling: Yes

Condo/Co-op/Association

  • Association: Yes
  • Amenities: Biking Trails, Hiking Trails
  • Association Fee: 300.00
  • Association Fee Frequency: Annually
  • Association Name: Monarch Bay Terrace
  • Phone: 9492125369
  • Senior Community: No
  • Community Features: Biking, Curbs, Dog Park, Fishing, Foothills, Golf, Hiking, Horse Trails, Park, Watersports, Sidewalks, Street Lights, Suburban
  • Association Management: Monarch Bay Terrace

Schools

  • School District: Capistrano Unified

Green Features

  • Green Power: Solar

Lot Info

  • Additional Parcels: No
  • Land Lease: No
  • Lot Features: 0-1 Unit/Acre, Back Yard, Front Yard, Garden, Landscaped, Lawn, Level, Sprinkler System, Yard
  • Lot Size Sq Ft: 12028.00
  • Lot Size Acres: 0.2761

Multi Family

  • Lease Considered: No
  • Lot Size Area: 12028.0000 Square Feet
  • Number Of Units Total: 1

Tax Info

  • Tax Census Tract: 423.24
  • Tax Lot: 29
  • Tax Tract Number: 4270

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Aug 9, 2020
Closed on
Oct 19, 2020
Sold by
Turner Laura Helen
Bought by
Hobbs William
Seller's Agent
Briant Patterson
Pacific Sotheby's Int'l Realty
Buyer's Agent
Bill Hobbs
Berkshire Hathaway HomeService
List Price
$2,245,000
Sold Price
$2,170,000
Premium/Discount to List
-$75,000
-3.34%
Current Estimated Value
$3,822,489

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$1,652,489
Avg. Annual Appreciation
12.14%
Original Mortgage
$1,736,000
Outstanding Balance
$1,528,847
Interest Rate
2.37%
Mortgage Type
New Conventional
Estimated Equity
$2,293,642

Purchase Details

Closed on
Jun 2, 2020
Sold by
Fraser Roy I and Fraser Diana P
Bought by
Turner Laura Helen

Purchase Details

Closed on
May 13, 2020
Sold by
Turner Christopher
Bought by
Turner Laura Helen

Purchase Details

Closed on
Jan 15, 2019
Sold by
Fraser Diane P
Bought by
Fraser Roy I and Fraser Diane P

Purchase Details

Listed on
May 3, 2017
Closed on
Nov 22, 2017
Sold by
Erdtsieck Family Limited Partnership
Bought by
Fraser Diane P
Seller's Agent
Lee Ann Canaday
RE/MAX Fine Homes
Buyer's Agent
Rex Mckown
Compass
List Price
$2,180,000
Sold Price
$1,943,500
Premium/Discount to List
-$236,500
-10.85%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
9.01%

Purchase Details

Listed on
May 3, 2017
Closed on
Nov 21, 2017
Sold by
Fraser Roy
Bought by
Fraser Diane P
Seller's Agent
Lee Ann Canaday
RE/MAX Fine Homes
Buyer's Agent
Rex Mckown
Compass
List Price
$2,180,000
Sold Price
$1,943,500
Premium/Discount to List
-$236,500
-10.85%

Purchase Details

Closed on
Oct 9, 2017
Sold by
Southern California Investors Inc
Bought by
Erdtsieck Family Limited Partnership

Purchase Details

Listed on
Feb 10, 2016
Closed on
Jun 20, 2016
Sold by
Richardson Robert M and Richardson Judy A
Bought by
Southern California Investors Inc
Seller's Agent
Sue Stanton
Coldwell Banker Realty
Buyer's Agent
Richard Hernandez
Coldwell Banker Realty
List Price
$1,699,000
Sold Price
$1,550,000
Premium/Discount to List
-$149,000
-8.77%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
10.20%

Purchase Details

Closed on
Feb 18, 2003
Sold by
Richardson Robert Mark and Richardson Judith Ann
Bought by
Richardson Robert M and Richardson Judy A

Purchase Details

Closed on
Sep 17, 2002
Sold by
Richardson Robert Mark and Richardson Judith Ann
Bought by
Richardson Robert M and Richardson Judy A

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$205,000
Interest Rate
6.05%

Purchase Details

Closed on
Aug 31, 1994
Sold by
Richardson Robert Mark and Richardson Judith Ann
Bought by
Richardson Robert M and Richardson Judy A
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
Hobbs William $2,170,000 Chicago Title
Turner Laura Helen -- Accommodation
Turner Laura Helen -- Accommodation
Fraser Roy I -- Lawyers Title Company
Fraser Diane P $1,943,500 First American Title Co
Fraser Diane P -- First American Title Co
Erdtsieck Family Limited Partnership -- None Available
Southern California Investors Inc $1,550,000 Equity Title Company
Richardson Robert M -- Gateway Title Company
Richardson Robert M -- Gateway Title Company
Richardson Robert Mark -- Gateway Title Company
Richardson Robert M -- --
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Hobbs William $1,736,000
Previous Owner Richardson Robert Mark $205,000
Source: Public Records

Property History

Date Event Price List to Sale Price per Sq Ft Prior Sale
11/05/2020 11/05/20 Sold $2,170,000 -3.3% $888 / Sq Ft
08/09/2020 08/09/20 For Sale $2,245,000 +15.5% $919 / Sq Ft
12/11/2017 12/11/17 Sold $1,943,500 -2.8% $796 / Sq Ft View Prior Sale
10/14/2017 10/14/17 Price Changed $1,999,000 -7.9% $818 / Sq Ft
08/18/2017 08/18/17 Price Changed $2,170,000 -0.5% $888 / Sq Ft
05/03/2017 05/03/17 For Sale $2,180,000 +40.6% $892 / Sq Ft
06/30/2016 06/30/16 Sold $1,550,000 -8.8% $634 / Sq Ft View Prior Sale
06/16/2016 06/16/16 For Sale $1,699,000 0.0% $695 / Sq Ft
06/14/2016 06/14/16 Pending -- -- --
05/19/2016 05/19/16 Price Changed $1,699,000 -5.0% $695 / Sq Ft
04/30/2016 04/30/16 Price Changed $1,789,000 -0.6% $732 / Sq Ft
03/10/2016 03/10/16 Price Changed $1,799,000 -5.3% $736 / Sq Ft
02/19/2016 02/19/16 For Sale $1,899,000 0.0% $777 / Sq Ft
02/12/2016 02/12/16 Pending -- -- --
02/10/2016 02/10/16 For Sale $1,899,000 -- $777 / Sq Ft
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 $26,437 $2,348,877 $2,059,601 $289,276
2024 $26,437 $2,302,821 $2,019,217 $283,604
2023 $25,744 $2,257,668 $1,979,624 $278,044
2022 $25,237 $2,213,400 $1,940,807 $272,593
2021 $23,541 $2,170,000 $1,902,751 $267,249
2020 $22,526 $2,022,017 $1,809,509 $212,508
2019 $21,644 $1,982,370 $1,774,028 $208,342
2018 $21,079 $1,943,500 $1,739,243 $204,257
2017 $17,323 $1,581,000 $1,368,509 $212,491
2016 $1,839 $186,377 $51,278 $135,099
2015 $2,794 $183,578 $50,508 $133,070
2014 $2,758 $179,982 $49,518 $130,464
Source: Public Records

Agents Affiliated with this Home

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Map

Source: California Regional Multiple Listing Service (CRMLS)

MLS Number: OC20159229

California Regional Multiple Listing Service (CRMLS)

APN: 670-041-04