Seller's Agent in 2021
Jenni Nakhjavani
Compass
(949) 275-1140
3 in this area
8 Total Sales
33661 Shackleton Isle Dana Point, CA 92629
Monarch Beach Neighborhood
4
Beds
5
Baths
5,092
Sq Ft
8,250
Sq Ft Lot
Highlights
- White Water Ocean Views
- Wine Cellar
- Private Pool
- Marco Forster Middle School Rated A-
- Gated with Attendant
- Ocean Side of Freeway
About This Home
As of August 2021Exceptional Opportunity In The Niguel Shores Community! 4 Bedrooms, 5 Baths! Vaulted Ceilings! Master Suite With Walk In Closet! Main Floor Bedroom! Gourmet Kitchen With Granite Counter Tops! Large Family And Living Room! Gameroom With Kitchenette! Separate Formal Dining Rm Area! Fantastic Rear Yard With Pool, Spa And Great Ocean Views! Central Air! Inside Laundry!
Last Agent to Sell the Property
Harcourts Prime Properties License #01053562 Listed on: 04/03/2012
Home Details
Home Type
- Single Family
Est. Annual Taxes
- $47,496
Year Built
- Built in 1979
Lot Details
- 8,250 Sq Ft Lot
- Wood Fence
- Corner Lot
- Private Yard
Parking
- 3 Car Attached Garage
- Parking Available
- Garage Door Opener
Home Design
- Custom Home
- Wood Siding
- Stucco
Interior Spaces
- 5,092 Sq Ft Home
- Wet Bar
- Fireplace
- Wine Cellar
- Separate Family Room
- Living Room
- Dining Room
- Bonus Room
- White Water Ocean Views
- Home Security System
- Laundry Room
Kitchen
- Breakfast Area or Nook
- Freezer
- Dishwasher
- Kitchen Island
- Disposal
Flooring
- Wood
- Carpet
- Stone
Bedrooms and Bathrooms
- 4 Bedrooms
- Main Floor Bedroom
- 5 Full Bathrooms
Pool
- Private Pool
- Spa
Outdoor Features
- Ocean Side of Freeway
- Slab Porch or Patio
Utilities
- Forced Air Heating and Cooling System
- Sewer Paid
Listing and Financial Details
- Tax Lot 42
- Tax Tract Number 7156
- Assessor Parcel Number 67206111
Community Details
Overview
- Property has a Home Owners Association
- Association Phone (949) 493-0122
- Custom
Amenities
- Community Barbecue Grill
- Clubhouse
Recreation
- Tennis Courts
- Sport Court
- Community Pool
- Community Spa
Security
- Gated with Attendant
Ownership History
Date
Name
Owned For
Owner Type
Purchase Details
Listed on
Apr 3, 2021
Closed on
Jun 25, 2021
Sold by
Muller Joesph L and Muller Laura D
Bought by
Fischbeck Jeffrey E and Fischbeck Sarah R
Seller's Agent
Jenni Nakhjavani
Compass
Buyer's Agent
Jenni Nakhjavani
Compass
List Price
$4,650,000
Sold Price
$4,250,000
Premium/Discount to List
-$400,000
-8.6%
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
$2,490,946
Avg. Annual Appreciation
11.82%
Original Mortgage
$3,187,500
Outstanding Balance
$3,073,394
Interest Rate
4.99%
Mortgage Type
New Conventional
Estimated Equity
$3,667,552
Purchase Details
Listed on
Jul 23, 2018
Closed on
Jul 16, 2018
Sold by
Muller Joseph L and Muller Laura D
Bought by
Muller Joseph L and Muller Laura D
Seller's Agent
The ImmelTeam
Pacific Sotheby's Int'l Realty
Buyer's Agent
Garrison Jaquess
Coldwell Banker Realty
Sold Price
$10,000
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$1,250,000
Interest Rate
4.5%
Mortgage Type
Commercial
Purchase Details
Closed on
Jul 30, 2014
Sold by
Muller Joseph L and Muller Laura D
Bought by
Muller Joseph L and Muller Declara D D
Purchase Details
Closed on
Oct 25, 2013
Sold by
Muller Joseph L and Muller Laura D
Bought by
Muller Joseph L and Muller Laura D
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$1,900,000
Interest Rate
4%
Mortgage Type
New Conventional
Purchase Details
Listed on
Apr 3, 2012
Closed on
Sep 5, 2012
Sold by
Mssk Ventures Llc
Bought by
Muller Joseph L and Muller Laura D
Seller's Agent
Robert Wolff
Harcourts Prime Properties
Buyer's Agent
Arne DeWitt
RE/MAX Select One
List Price
$2,495,000
Sold Price
$2,400,000
Premium/Discount to List
-$95,000
-3.81%
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
8.30%
Original Mortgage
$1,920,000
Interest Rate
3.12%
Mortgage Type
New Conventional
Purchase Details
Listed on
Apr 3, 2012
Closed on
Aug 24, 2012
Sold by
Tanaka Gerald K and Tanaka Jean R
Bought by
Mssk Ventures Llc
Seller's Agent
Robert Wolff
Harcourts Prime Properties
Buyer's Agent
Arne DeWitt
RE/MAX Select One
List Price
$2,495,000
Sold Price
$2,400,000
Premium/Discount to List
-$95,000
-3.81%
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$1,920,000
Interest Rate
3.12%
Mortgage Type
New Conventional
Purchase Details
Closed on
Jan 2, 2007
Sold by
Famil Gerald K and Tanaka Revocable Famil R F
Bought by
Tanaka Gerald K and Tanaka Jean R
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
6.11%
Mortgage Type
Credit Line Revolving
Purchase Details
Closed on
Jun 9, 2005
Sold by
Tanaka Gerald K and Tanaka Jean R
Bought by
Famil Gerald K and Tanaka Revocable Famil R F
Purchase Details
Closed on
Apr 30, 2003
Sold by
Helmrich Manfred P and Helmrich Susan M
Bought by
Tanaka Gerald K and Tanaka Jean R
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$1,277,500
Interest Rate
5.75%
Mortgage Type
Purchase Money Mortgage
Purchase Details
Closed on
Nov 20, 2002
Sold by
Helmrich Manfred P and Helmrich Susan M
Bought by
Helmrich Manfred P and Helmrich Susan M
Purchase Details
Closed on
Apr 12, 1999
Sold by
Traveller Lorraine
Bought by
Helmrich Manfred P and Helmrich Susan M
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$815,000
Interest Rate
3.95%
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 | Type | Sale Price | Title Company |
|---|---|---|---|
| Grant Deed | $4,250,000 | Stewart Title | |
| Interfamily Deed Transfer | -- | Chicago Title Co | |
| Interfamily Deed Transfer | -- | None Available | |
| Interfamily Deed Transfer | -- | Fidelity National Title Co | |
| Grant Deed | $2,400,000 | First American Title Company | |
| Trustee Deed | $1,925,000 | None Available | |
| Interfamily Deed Transfer | -- | Chicago Title Co | |
| Interfamily Deed Transfer | -- | Chicago Title | |
| Grant Deed | $1,825,000 | Chicago Title Co | |
| Interfamily Deed Transfer | -- | -- | |
| Grant Deed | $1,165,000 | Fidelity National Title Ins |
Source: Public Records
Mortgage History
| Date | Status | Loan Amount | Loan Type |
|---|---|---|---|
| Open | $1,200,000 | Construction | |
| Open | $3,187,500 | New Conventional | |
| Previous Owner | $2,700,000 | New Conventional | |
| Previous Owner | $1,250,000 | Commercial | |
| Previous Owner | $1,900,000 | Adjustable Rate Mortgage/ARM | |
| Previous Owner | $1,900,000 | New Conventional | |
| Previous Owner | $1,920,000 | New Conventional | |
| Previous Owner | $1,215,000 | Unknown | |
| Previous Owner | $200,000 | Credit Line Revolving | |
| Previous Owner | $1,920,000 | New Conventional | |
| Previous Owner | $386,250 | Unknown | |
| Previous Owner | $1,277,500 | Purchase Money Mortgage | |
| Previous Owner | $460,000 | Unknown | |
| Previous Owner | $50,000 | Credit Line Revolving | |
| Previous Owner | $420,000 | Unknown | |
| Previous Owner | $815,000 | No Value Available |
Source: Public Records
Property History
| Date | Event | Price | Change | Sq Ft Price |
|---|---|---|---|---|
| 08/06/2021 08/06/21 | Sold | $4,250,000 | -8.6% | $835 / Sq Ft |
| 06/21/2021 06/21/21 | Pending | -- | -- | -- |
| 04/03/2021 04/03/21 | For Sale | $4,650,000 | 0.0% | $913 / Sq Ft |
| 08/23/2018 08/23/18 | Rented | $10,000 | 0.0% | -- |
| 08/22/2018 08/22/18 | Off Market | $10,000 | -- | -- |
| 07/23/2018 07/23/18 | For Rent | $10,000 | 0.0% | -- |
| 10/12/2012 10/12/12 | Sold | $2,400,000 | -3.8% | $471 / Sq Ft |
| 08/21/2012 08/21/12 | For Sale | $2,495,000 | 0.0% | $490 / Sq Ft |
| 08/21/2012 08/21/12 | Price Changed | $2,495,000 | +21.7% | $490 / Sq Ft |
| 05/10/2012 05/10/12 | Pending | -- | -- | -- |
| 05/10/2012 05/10/12 | For Sale | $2,050,000 | 0.0% | $403 / Sq Ft |
| 05/10/2012 05/10/12 | Price Changed | $2,050,000 | -- | $403 / Sq Ft |
| 04/03/2012 04/03/12 | Pending | -- | -- | -- |
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 | $47,496 | $4,510,134 | $3,448,926 | $1,061,208 |
| 2024 | $47,496 | $4,421,700 | $3,381,300 | $1,040,400 |
| 2023 | $46,973 | $4,335,000 | $3,315,000 | $1,020,000 |
| 2022 | $44,397 | $4,250,000 | $3,250,000 | $1,000,000 |
| 2021 | $28,803 | $2,730,356 | $1,561,943 | $1,168,413 |
| 2020 | $29,252 | $2,702,360 | $1,545,927 | $1,156,433 |
| 2019 | $28,906 | $2,649,373 | $1,515,615 | $1,133,758 |
| 2018 | $27,842 | $2,597,425 | $1,485,897 | $1,111,528 |
| 2017 | $27,244 | $2,546,496 | $1,456,762 | $1,089,734 |
| 2016 | $26,634 | $2,496,565 | $1,428,198 | $1,068,367 |
| 2015 | $25,737 | $2,459,065 | $1,406,745 | $1,052,320 |
| 2014 | $25,272 | $2,410,896 | $1,379,189 | $1,031,707 |
Source: Public Records
Agents Affiliated with this Home
-
Jenni Nakhjavani
-
Arlen Raubach
Seller Co-Listing Agent in 2021
Arlen Raubach
Compass
(949) 945-4855
18 in this area
57 Total Sales
-
The ImmelTeam
Seller's Agent in 2018
The ImmelTeam
Pacific Sothebys
(949) 212-7676
16 in this area
41 Total Sales
-
Ryan Immel
Seller Co-Listing Agent in 2018
Ryan Immel
Pacific Sothebys
(949) 500-5641
11 in this area
37 Total Sales
-
G
Buyer's Agent in 2018
Garrison Jaquess
Coldwell Banker Realty
-
Robert Wolff
Seller's Agent in 2012
Robert Wolff
Harcourts Prime Properties
(949) 599-1700
57 in this area
221 Total Sales
Map
Source: California Regional Multiple Listing Service (CRMLS)
MLS Number: S693385
APN: 672-061-11
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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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