NOT LISTED FOR SALE

Estimated Value: $7,216,000 - $12,419,813

5 Beds
5 Baths
4,226 Sq Ft
$2,178/Sq Ft Est. Value

Last Sold May 20, 2019

Last sale price $8,000,000 $1,893 Per Sq Ft

Est. 15% increase in value since last sale

Current estimated payment $56,013/month

14 Days on Market

Highlights

  • White Water Ocean Views
  • Property has ocean access
  • Across the Road from Lake or Ocean
  • Moulton Elementary Rated A
  • Gated with Attendant
  • Ocean Side of Highway 1

About This Home

As of May 2019

337 Monarch Bay Drive is almost an ocean fronting home located in the gated beach community of "Monarch Bay" in Dana Point, California. This "Front Row Home" is located on fee simple land with expansive ocean views. The soft contemporary home includes 5 bedrooms, 5 bathrooms, an expansive ocean facing deck, large ocean view entertainment room. The colors and tones of the masterpiece allows endless viewing of the different phases of the sun over the ocean. The sunrise views from the East over the Ritz Carlton Hotel to Catalina Island Sunsets change everyday. The communities private beach club is operated and managed by the Monarch Beach Resort Hotel which includes beach towels, chaise lounges and umbrella service. The Club offers various food services from fine dining to casual BBQ meals on the outside patio. This Club House is a short distance across the street and down the stairs to the ocean front Clubhouse with all of its benefits.

Last Agent to Sell the Property

Charles Aufhammer

Berkshire Hathaway HomeServices California Properties License #00708774 Listed on: 03/27/2019

Berkshire Hathaway HomeServices California Properties

Last Buyer's Agent

Brett Smith

Notch Luxury Properties License #01365189

Home Details

Home Type

  • Single Family

Year Built

  • Built in 1966

Lot Details

  • 7,378 Sq Ft Lot
  • Density is 2-5 Units/Acre

HOA Fees

Parking

  • 2 Car Attached Garage
  • 2 Open Parking Spaces

Property Views

  • White Water Ocean
  • Coastline
  • Catalina
  • Panoramic
  • Golf Course

Home Design

  • Custom Home

Interior Spaces

  • 4,226 Sq Ft Home
  • 2-Story Property
  • Double Pane Windows
  • Separate Family Room
  • Living Room with Fireplace
  • Laundry Room

Bedrooms and Bathrooms

  • 5 Bedrooms | 3 Main Level Bedrooms
  • Primary Bedroom on Main
  • 5 Full Bathrooms

Outdoor Features

  • Property has ocean access
  • Beach Access
  • Ocean Side of Highway 1
  • Deck
  • Stone Porch or Patio

Location

  • Across the Road from Lake or Ocean
  • Suburban Location

Schools

  • Dana Hills High School

Utilities

  • Central Heating and Cooling System

Listing and Financial Details

  • Tax Lot 7
  • Tax Tract Number 4472
  • Assessor Parcel Number 67015140

Community Details

Overview

  • Progressive Association, Phone Number (949) 582-7770

Recreation

  • Tennis Courts
  • Community Playground

Additional Features

  • Clubhouse
  • Gated with Attendant

Home Details

Home Type

Single Family

Year Built

Built in 1966

Lot Details

0

HOA Fees

$401 per month

Parking

2

Listing Details

  • Assessments: Yes
  • Property Attached: No
  • Security: Gated with Attendant
  • Subdivision Name Other: Monarch Bay (MB)
  • View: Yes
  • Architectural Style: Custom Built
  • Property Sub Type: Single Family Residence
  • Property Type: Residential
  • Parcel Number: 67015140
  • Year Built: 1966
  • Special Features: None

Interior Features

  • Fireplace: Yes
  • Living Area: 4226.00 Square Feet
  • Stories: 2
  • Common Walls: No Common Walls
  • Full Bathrooms: 5
  • Total Bedrooms: 5
  • Fireplace Features: Living Room
  • Levels: Two
  • Main Level Bathrooms: 3
  • Main Level Bedrooms: 3
  • Price Per Square Foot: 1893.04
  • Room Type: Main Floor Master Bedroom, Separate Family Room
  • Window Features: Double Pane Windows

Exterior Features

  • Patio: Yes
  • View: Catalina, Coastline, Golf Course, Ocean, Panoramic, White Water
  • Patio And Porch Features: Deck, Stone
  • Pool Private: No

Garage/Parking

  • Attached Garage: Yes
  • Garage Spaces: 2.00
  • Total Parking Spaces: 4.00
  • Uncovered Spaces: 2.00

Utilities

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

Condo/Co-op/Association

  • Association: Yes
  • Amenities: Playground, Tennis Court(s), Clubhouse
  • Association Fee: 1907.00
  • Association #2 Fee: 725.00
  • Association #2 Fee Frequency: Quarterly
  • Association Fee Frequency: Annually
  • Association Name: Progressive
  • Phone: 949-582-7770
  • Senior Community: No
  • Community Features: Suburban
  • Association Management: Progressive

Schools

  • High School: Dana Hills
  • High School2: DANHIL

Lot Info

  • Additional Parcels: No
  • Land Lease: No
  • Lot Features: 2-5 Units/Acre
  • Lot Size Sq Ft: 7378.00
  • Lot Size Acres: 0.1694

Multi Family

  • Lease Considered: No
  • Lot Size Area: 7378.0000 Square Feet
  • Number Of Units Total: 1
  • Waterfront Features: Across the Road from Lake/Ocean, Beach Access, Ocean Access, Ocean Side Of Highway 1

Tax Info

  • Tax Census Tract: 423.05
  • Tax Lot: 7
  • Tax Tract Number: 4472

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Mar 27, 2019
Closed on
Apr 15, 2019
Sold by
The Rkdm Revocable Trust
Bought by
Henry Kevin F Mc and Henr Chriqui Mc Henr
Seller's Agent
Charles Aufhammer
Berkshire Hathaway HomeServices California Properties
Buyer's Agent
Brett Smith
Notch Luxury Properties
List Price
$8,500,000
Sold Price
$8,000,000
Premium/Discount to List
-$500,000
-5.88%
Current Estimated Value
$9,205,271

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$1,205,271
Avg. Annual Appreciation
2.14%

Purchase Details

Listed on
Jan 24, 2014
Closed on
Mar 24, 2014
Sold by
Hofer Paul B
Bought by
Rkom Revocable Trust
Seller's Agent
Candice Burroughs
Berkshire Hathaway Home Services
Buyer's Agent
Charles Aufhammer
Berkshire Hathaway HomeServices California Properties
List Price
$7,500,000
Sold Price
$7,000,000
Premium/Discount to List
-$500,000
-6.67%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
2.68%

Purchase Details

Closed on
Dec 4, 2012
Sold by
Mmb Management Llc
Bought by
Hofer Paul B and Paul & Laura Jean Hofer Administrative T

Purchase Details

Closed on
Nov 5, 2012
Sold by
Hofer Paul B
Bought by
Hofer Paul B and Paul & Laura Jean Hofer Administrative T
Source: Public Records

Range of Values:

--
Value Increase
--
Percent Increase
--
Adjusted for Inflation
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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
Henry Kevin F Mc $8,000,000 California Title Company
Rkom Revocable Trust $6,890,000 First American Title Company
Hofer Paul B -- First American Title Company
Hofer Paul B -- First American Title Company
Source: Public Records

Property History

Date Event Price List to Sale Price per Sq Ft Prior Sale
05/20/2019 05/20/19 Sold $8,000,000 -5.9% $1,893 / Sq Ft
04/10/2019 04/10/19 Pending -- -- --
03/27/2019 03/27/19 For Sale $8,500,000 +21.4% $2,011 / Sq Ft
05/01/2014 05/01/14 Sold $7,000,000 -6.7% $1,556 / Sq Ft View Prior Sale
04/01/2014 04/01/14 Pending -- -- --
01/24/2014 01/24/14 For Sale $7,500,000 -- $1,667 / 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 $90,300 $8,924,150 $7,991,205 $932,945
2024 $90,300 $8,749,167 $7,834,515 $914,652
2023 $88,256 $8,577,615 $7,680,897 $896,718
2022 $86,351 $8,409,427 $7,530,291 $879,136
2021 $84,899 $8,244,537 $7,382,638 $861,899
2020 $83,905 $8,160,000 $7,306,938 $853,062
2019 $77,955 $7,605,048 $7,341,343 $263,705
2018 $76,532 $7,455,930 $7,197,395 $258,535
2017 $75,011 $7,309,736 $7,056,270 $253,466
2016 $73,628 $7,166,408 $6,917,911 $248,497
2015 $72,344 $7,027,662 $6,813,997 $213,665
2014 $3,276 $246,785 $99,924 $146,861
Source: Public Records

Agents Affiliated with this Home

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Map

Source: California Regional Multiple Listing Service (CRMLS)

MLS Number: LG19065718

California Regional Multiple Listing Service (CRMLS)

APN: 670-151-40