Seller's Agent in 2016
Tim Smith
Coldwell Banker Realty
(949) 478-2295
31 in this area
676 Total Sales
331 Monarch Bay Dr Dana Point, CA 92629
Monarch Beach NeighborhoodEstimated Value: $8,456,000 - $15,242,884
5
Beds
5
Baths
5,000
Sq Ft
$2,217/Sq Ft
Est. Value
Highlights
- Beach Front
- White Water Ocean Views
- 24-Hour Security
- Moulton Elementary Rated A
- Property has ocean access
- In Ground Spa
About This Home
As of June 2016The living is easy in this immaculate oceanfront residence with sweeping ocean and island views. Spanning 5,000 square feet, the open floor plan seamlessly connects all of the main living spaces and includes a spacious family room with custom fireplace and built-ins, dining area, and chef’s kitchen complete with professional grade stainless steel appliances, oversized center island with prep sink, and breakfast bar. A grand master suite features a fireplace, oversized bathroom with luxurious soaking tub and vanity, and disappearing glass doors leading to a private, landscaped back patio complete with oversized in-ground spa and plenty of room for outdoor dining and sunbathing. Further amenities at the home include a media room, elevator, travertine tile, electric solar shades, and heated floors. Located in the private, guard-gated community of Monarch Bay, this custom home is enveloped in light and comfort and embodies resort-style coastal living at every turn. Important note: This property is fee-simple, and not leased land. Purchase of this property includes free and clear ownership of the land lot on which it sits.
Last Agent to Sell the Property
Coldwell Banker Realty License #01346878 Listed on: 01/28/2016
Home Details
Home Type
- Single Family
Year Built
- Built in 2005
Lot Details
- 7,378 Sq Ft Lot
- Beach Front
HOA Fees
Parking
- 2 Car Attached Garage
- 2 Carport Spaces
- Parking Available
- Driveway
- Assigned Parking
Property Views
- White Water Ocean
- Coastline
- Catalina
- Panoramic
Interior Spaces
- 5,000 Sq Ft Home
- 2-Story Property
- Open Floorplan
- Built-In Features
- Ceiling Fan
- Recessed Lighting
- Entryway
- Great Room
- Family Room Off Kitchen
- Living Room with Fireplace
- Formal Dining Room
- Atrium Room
- Stone Flooring
- Laundry Room
Kitchen
- Updated Kitchen
- Open to Family Room
- Breakfast Bar
- Kitchen Island
- Granite Countertops
Bedrooms and Bathrooms
- 5 Bedrooms
- Retreat
- Primary Bedroom on Main
- Fireplace in Primary Bedroom
- Primary Bedroom Suite
- Walk-In Closet
- Maid or Guest Quarters
Outdoor Features
- In Ground Spa
- Property has ocean access
- Ocean Side of Highway 1
- Balcony
- Enclosed Patio or Porch
Location
- Property is near clubhouse
Utilities
- Two cooling system units
- Forced Air Heating System
Community Details
- Laundry Facilities
- 24-Hour Security
Listing and Financial Details
- Tax Lot 4
- Tax Tract Number 4472
- Assessor Parcel Number 67015137
Ownership History
Date
Name
Owned For
Owner Type
Purchase Details
Listed on
Jan 28, 2016
Closed on
May 18, 2016
Sold by
Bergman Martin and Rudner Rita
Bought by
Dulcich Nick P
Seller's Agent
Tim Smith
Coldwell Banker Realty
Buyer's Agent
Sean Stanfield
Pacific Sotheby's Int'l Realty
List Price
$8,995,000
Sold Price
$8,300,000
Premium/Discount to List
-$695,000
-7.73%
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
$2,783,628
Avg. Annual Appreciation
3.06%
Original Mortgage
$4,150,000
Outstanding Balance
$3,293,967
Interest Rate
3.57%
Mortgage Type
New Conventional
Estimated Equity
$7,789,661
Purchase Details
Closed on
Dec 5, 2012
Sold by
Mmb Managment Llc
Bought by
Bergman Martin and Rudner Rita
Purchase Details
Closed on
May 1, 2006
Sold by
Selby Richard N and Selby Rikki Sue
Bought by
Selby Richard N and Selby Rikki Sue
Purchase Details
Closed on
Sep 27, 1993
Sold by
Telles Helen B
Bought by
Telles Jess P
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 |
|---|---|---|---|
| Dulcich Nick P | $8,300,000 | Ticor Title Company | |
| Dulcich Nick P | -- | Ticor Title Company | |
| Bergman Martin | -- | First American Title Company | |
| Selby Richard N | -- | Chicago Title Co | |
| Telles Jess P | -- | -- |
Source: Public Records
Mortgage History
| Date | Status | Borrower | Loan Amount |
|---|---|---|---|
| Open | Dulcich Nick P | $4,150,000 |
Source: Public Records
Property History
| Date | Event | Price | List to Sale | Price per Sq Ft |
|---|---|---|---|---|
| 06/27/2016 06/27/16 | Sold | $8,300,000 | -7.7% | $1,660 / Sq Ft |
| 05/17/2016 05/17/16 | For Sale | $8,995,000 | 0.0% | $1,799 / Sq Ft |
| 05/16/2016 05/16/16 | Pending | -- | -- | -- |
| 01/28/2016 01/28/16 | For Sale | $8,995,000 | 0.0% | $1,799 / Sq Ft |
| 04/14/2014 04/14/14 | Rented | $18,000 | 0.0% | -- |
| 03/15/2014 03/15/14 | Under Contract | -- | -- | -- |
| 02/01/2014 02/01/14 | For Rent | $18,000 | -- | -- |
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 | $99,619 | $9,825,519 | $6,866,028 | $2,959,491 |
| 2024 | $99,619 | $9,632,862 | $6,731,400 | $2,901,462 |
| 2023 | $97,364 | $9,443,983 | $6,599,412 | $2,844,571 |
| 2022 | $95,348 | $9,258,807 | $6,470,011 | $2,788,796 |
| 2021 | $93,861 | $9,077,262 | $6,343,148 | $2,734,114 |
| 2020 | $92,478 | $8,984,186 | $6,278,106 | $2,706,080 |
| 2019 | $91,085 | $8,808,026 | $6,155,006 | $2,653,020 |
| 2018 | $89,074 | $8,635,320 | $6,034,320 | $2,601,000 |
| 2017 | $87,124 | $8,466,000 | $5,916,000 | $2,550,000 |
| 2016 | $48,904 | $4,701,000 | $3,209,694 | $1,491,306 |
| 2015 | $45,926 | $4,410,975 | $2,919,669 | $1,491,306 |
| 2014 | $45,974 | $4,410,975 | $2,919,669 | $1,491,306 |
Source: Public Records
Agents Affiliated with this Home
-
Tim Smith
-
Thomas (t.j) Walsh
T
Seller Co-Listing Agent in 2016
Thomas (t.j) Walsh
Coldwell Banker Realty
(949) 395-1177
26 Total Sales
-
Sean Stanfield
Buyer's Agent in 2016
Sean Stanfield
Pacific Sotheby's Int'l Realty
(949) 244-9057
4 in this area
557 Total Sales
-
Ariana Gaffoglio
Buyer Co-Listing Agent in 2016
Ariana Gaffoglio
Plus Real Estate
(949) 315-1111
1 in this area
91 Total Sales
-
Danielle Bowen
Seller's Agent in 2014
Danielle Bowen
Compass
(949) 494-3600
2 in this area
19 Total Sales
Map
Source: California Regional Multiple Listing Service (CRMLS)
MLS Number: NP16018787
APN: 670-151-37
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The multiple listing data appearing on this website, or contained in reports produced therefrom, is owned and copyrighted by California Regional Multiple Listing Service, Inc. ("CRMLS") and is protected by all applicable copyright laws. Information provided is for viewer's personal, non-commercial use and may not be used for any purpose other than to identify prospective properties the viewer may be interested in purchasing. All listing data, including but not limited to square footage and lot size is believed to be accurate, but the listing Agent, listing Broker and CRMLS and its affiliates do not warrant or guarantee such accuracy. The viewer should independently verify the listed data prior to making any decisions based on such information by personal inspection and/or contacting a real estate professional.
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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