NOT LISTED FOR SALE

Estimated Value: $1,531,348 - $1,771,000

3 Beds
2 Baths
1,140 Sq Ft
$1,417/Sq Ft Est. Value

Last Sold August 18, 2021

Last sale price $1,125,000 $987 Per Sq Ft

Est. 44% increase in value since last sale

Current estimated payment $9,734/month

37 Days on Market

Highlights

  • Cape Cod Architecture
  • Deck
  • Hiking Trails
  • Marco Forster Middle School Rated A-
  • No HOA
  • Balcony

About This Home

As of August 2021

This is the perfect Beach Cottage with a huge lot for future expansion. Walk to to the Dana Point Harbor, and restaurants. 3 bedrooms and 2 car garage with 2 full parking spaces on driveway. This is the perfect first home, vacation home or investor lease property.

Last Agent to Sell the Property

Tracy Weintraub

Compass License #01885332 Listed on: 06/02/2021

Compass

Co-Listed By

Ashley Rosenhain

Compass License #02035570

Last Buyer's Agent

Bree Hughes

Compass License #01440050

Compass

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $14,002

Year Built

  • Built in 2004 | Remodeled

Lot Details

  • 4,000 Sq Ft Lot
  • Vinyl Fence
  • Wood Fence
  • Density is up to 1 Unit/Acre

Parking

  • 2 Car Direct Access Garage
  • Parking Available
  • Two Garage Doors
  • Driveway

Home Design

  • Cape Cod Architecture
  • Craftsman Architecture
  • Cottage
  • Bungalow
  • Turnkey
  • Slab Foundation
  • Composition Roof

Interior Spaces

  • 1,140 Sq Ft Home
  • Crown Molding
  • Family Room with Fireplace
  • Family Room Off Kitchen
  • Living Room with Fireplace
  • Fire and Smoke Detector

Kitchen

  • Open to Family Room
  • Breakfast Bar
  • Dishwasher

Flooring

  • Carpet
  • Tile

Bedrooms and Bathrooms

  • 3 Bedrooms | 1 Main Level Bedroom
  • Jack-and-Jill Bathroom
  • 2 Full Bathrooms

Laundry

  • Laundry Room
  • Laundry in Garage

Outdoor Features

  • Balcony
  • Deck
  • Patio
  • Front Porch

Schools

  • Dana Hills High School

Utilities

  • Central Heating
  • 220 Volts in Garage
  • Private Water Source

Listing and Financial Details

  • Legal Lot and Block 25 / 8
  • Tax Tract Number 857
  • Assessor Parcel Number 68225224

Community Details

Overview

  • No Home Owners Association

Recreation

  • Dog Park
  • Hiking Trails
  • Bike Trail

Home Details

Home Type

Single Family

Est. Annual Taxes

$14,002

Year Built

Built in 2004 | Remodeled

Lot Details

0

Parking

2

Listing Details

  • Structure Type: House
  • Assessments: No
  • Property Attached: No
  • Road Frontage Type: City Street
  • Road Surface Type: Paved
  • Security: Smoke Detector(s)
  • View: No
  • Architectural Style: Bungalow, Cape Cod, Cottage, Craftsman
  • Property Condition: Turnkey, Updated/Remodeled
  • Property Sub Type: Single Family Residence
  • Property Type: Residential
  • Parcel Number: 68225224
  • Year Built: 2004
  • Special Features: None

Interior Features

  • Fireplace: Yes
  • Living Area: 1140.00 Square Feet
  • Interior Amenities: Balcony, Crown Molding
  • Common Walls: No Common Walls
  • Flooring: Carpet, Tile
  • Appliances: Yes
  • Full Bathrooms: 2
  • Full And Three Quarter Bathrooms: 2
  • Total Bedrooms: 3
  • Eating Area: Breakfast Counter / Bar, Family Kitchen
  • Fireplace Features: Family Room, Living Room
  • Levels: Two
  • Main Level Bathrooms: 1
  • Main Level Bedrooms: 1
  • Price Per Square Foot: 986.84
  • Room Type: Family Room, Jack & Jill, Laundry, Living Room, Master Bathroom, Master Bedroom
  • Room Kitchen Features: Kitchen Open To Family Room

Exterior Features

  • Patio: Yes
  • Foundation: Slab
  • Fence: Yes
  • Fencing: Vinyl, Wood
  • Patio And Porch Features: Concrete, Deck, Front Porch
  • Pool Private: No
  • Roof: Composition
  • Spa: No

Garage/Parking

  • Attached Garage: Yes
  • Garage Spaces: 2.00
  • Parking: Yes
  • Parking Features: Direct Garage Access, Driveway, Concrete, Garage - Two Door
  • Total Parking Spaces: 2.00

Utilities

  • Utilities: Electricity Connected, Water Connected
  • Heating: Yes
  • Laundry: Yes
  • Appliances: Dishwasher
  • Electric: 220 Volts in Garage
  • Heating Type: Central
  • Laundry Features: In Garage
  • Sewer: Public Sewer
  • Water Source: Private

Condo/Co-op/Association

  • Association: No
  • Senior Community: No
  • Community Features: Biking, Dog Park, Hiking, Sidewalks, Storm Drains

Schools

  • School District: Capistrano Unified
  • High School: Dana Hills
  • High School: Dana Hills
  • High School2: DANHIL

Lot Info

  • Land Lease: No
  • Lot Features: 0-1 Unit/Acre
  • Lot Size: 4000
  • Lot Size Sq Ft: 4000.00
  • Lot Size Acres: 0.0918

Multi Family

  • Lease Considered: No
  • Lot Size Area: 4000.0000 Square Feet
  • Number Of Units Total: 1

Tax Info

  • Tax Block: 8
  • Tax Lot: 25
  • Tax Tract Number: 857

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Jun 2, 2021
Closed on
Jul 27, 2021
Sold by
Russell E Wertz And Donna G Wertz Family and Wertz Russell E
Bought by
Wertz Family Trust and Wertz
Seller's Agent
Tracy Weintraub
Compass
Buyer's Agent
Bree Hughes
Compass
List Price
$1,200,000
Sold Price
$1,125,000
Premium/Discount to List
-$75,000
-6.25%
Current Estimated Value
$1,615,837

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$490,837
Avg. Annual Appreciation
9.21%
Original Mortgage
$822,375
Outstanding Balance
$749,405
Interest Rate
2.9%
Mortgage Type
New Conventional
Estimated Equity
$866,432

Purchase Details

Listed on
Jun 2, 2021
Closed on
Jul 26, 2021
Sold by
Wertz Russ and Wertz Donna G
Bought by
Shannon Michelle
Seller's Agent
Tracy Weintraub
Compass
Buyer's Agent
Bree Hughes
Compass
List Price
$1,200,000
Sold Price
$1,125,000
Premium/Discount to List
-$75,000
-6.25%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$822,375
Outstanding Balance
$749,405
Interest Rate
2.9%
Mortgage Type
New Conventional
Estimated Equity
$866,432

Purchase Details

Closed on
Apr 22, 2021
Sold by
Wertz Family Trust and Wertz Russ
Bought by
Shannon Michelle

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$822,375
Interest Rate
2.9%
Mortgage Type
New Conventional

Purchase Details

Closed on
Aug 14, 2017
Sold by
Wertz Russell and Wertz Donna G
Bought by
Wertz Russell E and Wertz Donna G

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$577,000
Interest Rate
3.82%
Mortgage Type
New Conventional

Purchase Details

Closed on
Sep 2, 2003
Sold by
Wertz Russ and Wertz Donna Gibson
Bought by
Wertz Russell E and Wertz Donna G

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$277,500
Interest Rate
6.06%
Mortgage Type
Unknown

Purchase Details

Closed on
Oct 11, 2000
Sold by
Tibar Llc
Bought by
Wertz Russ and Wertz Donna Gibson

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$288,000
Interest Rate
7.86%

Purchase Details

Closed on
Oct 27, 1998
Sold by
Successor Hillyard Joan W and Successor Udt
Bought by
Tibar Llc
Source: Public Records

Range of Values:

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
Wertz Family Trust -- Lawyers Title
Shannon Michelle $1,125,000 Lawyers Title
Wertz Russ -- Lawyers Title Company
Shannon Michelle $1,125,000 Lawyers Title
Wertz Russell E -- Ticor Title Co
Wertz Russell -- Ticor Title Co
Wertz Russell E -- --
Wertz Russ $360,000 Old Republic Title
Tibar Llc $63,000 Old Republic Title Company
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Shannon Michelle $822,375
Previous Owner Shannon Michelle $822,375
Previous Owner Wertz Russell $577,000
Previous Owner Wertz Russ $288,000
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
08/18/2021 08/18/21 Sold $1,125,000 0.0% $987 / Sq Ft
07/17/2021 07/17/21 Pending -- -- --
07/16/2021 07/16/21 Price Changed $1,125,000 -4.3% $987 / Sq Ft
06/21/2021 06/21/21 Price Changed $1,175,000 -2.1% $1,031 / Sq Ft
06/09/2021 06/09/21 For Sale $1,200,000 +6.7% $1,053 / Sq Ft
06/08/2021 06/08/21 Off Market $1,125,000 -- --
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 $14,002 $1,193,859 $954,401 $239,458
2024 $14,002 $1,170,450 $935,687 $234,763
2023 $12,942 $1,147,500 $917,340 $230,160
2022 $12,822 $1,125,000 $899,352 $225,648
2021 $6,271 $501,143 $264,110 $237,033
2020 $6,218 $496,005 $261,402 $234,603
2019 $6,085 $486,280 $256,277 $230,003
2018 $5,989 $476,746 $251,252 $225,494
2017 $5,874 $467,399 $246,326 $221,073
2016 $5,616 $458,235 $241,496 $216,739
2015 $5,328 $451,352 $237,868 $213,484
2014 $5,240 $442,511 $233,208 $209,303
Source: Public Records

Agents Affiliated with this Home

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

Map

Source: California Regional Multiple Listing Service (CRMLS)

MLS Number: OC21092639

California Regional Multiple Listing Service (CRMLS)

APN: 682-252-24