NOT LISTED FOR SALE

Estimated Value: $4,522,479 - $5,811,000

5 Beds
4.5 Baths
3,501 Sq Ft
$1,431/Sq Ft Est. Value

Last Sold August 10, 2021

Last sale price $3,650,000 $1,043 Per Sq Ft

Est. 37% increase in value since last sale

Current estimated payment $30,161/month

9 Days on Market

Highlights

  • Ocean View
  • Fishing
  • Open Floorplan
  • Marco Forster Middle School Rated A-
  • Primary Bedroom Suite
  • 4-minute walk to Heritage Park

About This Home

As of August 2021

The essence of coastal living at its best, panoramic ocean and harbor views in a complete high-end, beautiful custom remodel. Just a stone’s throw from Dana Point Harbor, Doheny Beach, town center and world wide resorts. Nestled in a quiet cul-de-sac in the private gated community of the luxurious Lantern Bay Estates. The well-appointed floor plan features 3,501 square feet with 5 bedrooms and 5 baths. Enjoy the chef’s kitchen with premium wolf cooktop & ovens including a Wolf steam oven, 2 Thermador dishwashers and Sub-Zero refrigerator. The great room features Fleetwood sliding glass doors opening to seamless indoor/outdoor living with outdoor fireplace and great entertaining areas to sit and watch the sunsets. Custom European wide plank oak flooring throughout with a main floor bedroom currently being used as an office. The cool, coastal elegance of the spacious master suite boasts mesmerizing panoramic ocean views, city lights and boats sailing down the coast. The master suite bath includes relaxing ocean view tub and enclosed steam shower with special mood lighting for a great day while taking in sparkling water of the Pacific. Special touches throughout with an abundance of natural light filled rooms and many highlights: Juliette balcony, surround sound speaker system, dual heating and A/C, house water filtration system, outdoor shower and 3 car garage. Don’t miss this spectacular opportunity!

Last Agent to Sell the Property

Shauna Covington

Berkshire Hathaway HomeServices California Properties License #00991380 Listed on: 07/12/2021

Berkshire Hathaway HomeServices California Properties

Last Buyer's Agent

NoEmail NoEmail

None MRML License #N/A

None MRML

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $41,009

Year Built

  • Built in 2000

Lot Details

  • 5,360 Sq Ft Lot
  • Cul-De-Sac
  • Landscaped
  • Lawn
  • Garden
  • Back and Front Yard

HOA Fees

  • $520 Monthly HOA Fees

Parking

  • 3 Car Attached Garage

Property Views

  • Ocean
  • Marina
  • Coastline
  • City Lights

Interior Spaces

  • 3,501 Sq Ft Home
  • Open Floorplan
  • Wired For Sound
  • High Ceiling
  • Formal Entry
  • Family Room with Fireplace
  • Great Room
  • Family Room Off Kitchen
  • Living Room
  • Home Office
  • Wood Flooring
  • Laundry Room

Kitchen

  • Open to Family Room
  • Breakfast Bar
  • Gas Oven
  • Gas Cooktop
  • Disposal

Bedrooms and Bathrooms

  • 5 Bedrooms | 1 Main Level Bedroom
  • Primary Bedroom Suite
  • Walk-In Closet
  • Remodeled Bathroom
  • Makeup or Vanity Space
  • Dual Vanity Sinks in Primary Bathroom
  • Soaking Tub
  • Multiple Shower Heads
  • Separate Shower

Outdoor Features

  • Balcony
  • Exterior Lighting

Utilities

  • Central Heating and Cooling System
  • Heating System Uses Natural Gas
  • Standard Electricity
  • Phone System

Listing and Financial Details

  • Tax Lot 43
  • Tax Tract Number 11153
  • Assessor Parcel Number 68233143

Community Details

Overview

  • Lantern Bay Estates Subdivision

Recreation

  • Fishing
  • Park
  • Water Sports
  • Hiking Trails
  • Bike Trail

Security

  • Security Guard

Home Details

Home Type

Single Family

Est. Annual Taxes

$41,009

Year Built

Built in 2000

Lot Details

0

HOA Fees

$520 per month

Parking

3

Listing Details

  • Structure Type: House
  • Assessments: No
  • Property Attached: No
  • Subdivision Name Other: Lantern Bay Estates (LE)
  • View: Yes
  • Property Sub Type: Single Family Residence
  • Property Type: Residential
  • Parcel Number: 68233143
  • Year Built: 2000
  • Special Features: None

Interior Features

  • Fireplace: Yes
  • Living Area: 3501.00 Square Feet
  • Interior Amenities: Balcony, High Ceilings, Open Floorplan, Pantry, Phone System, Wired for Sound
  • Common Walls: No Common Walls
  • Flooring: Wood
  • Appliances: Yes
  • Full Bathrooms: 4
  • Half Bathrooms: 1
  • Total Bedrooms: 5
  • Eating Area: Breakfast Counter / Bar, In Family Room
  • Fireplace Features: Family Room
  • Levels: Two
  • Main Level Bathrooms: 1
  • Main Level Bedrooms: 1
  • Price Per Square Foot: 1042.56
  • Room Type: Family Room, Formal Entry, Great Room, Kitchen, Laundry, Living Room, Master Bathroom, Master Bedroom, Master Suite, Office, Walk-In Closet
  • Bathroom Features: Bathtub, Shower, Double Sinks In Master Bath, Dual Shower Heads (or Multiple), Remodeled, Separate Tub And Shower, Soaking Tub, Upgraded, Vanity Area, Walk-In Shower
  • Room Kitchen Features: Kitchen Open To Family Room

Exterior Features

  • View: City Lights, Coastline, Marina, Ocean
  • Pool Private: No

Garage/Parking

  • Attached Garage: Yes
  • Garage Spaces: 3.00
  • Total Parking Spaces: 3.00

Utilities

  • Heating: Yes
  • Laundry: Yes
  • Appliances: Disposal, Gas Oven, Gas Range, Gas Cooktop, Refrigerator
  • Electric: Standard
  • Heating Type: Central, Electric, Natural Gas, Fireplace(s)
  • Laundry Features: Individual Room
  • Sewer: Public Sewer
  • Water Source: Public
  • Cooling: Central Air
  • Cooling: Yes

Condo/Co-op/Association

  • Association: Yes
  • Amenities: Guard, Security
  • Association Fee: 520.00
  • Association Fee Frequency: Monthly
  • Senior Community: No
  • Community Features: Biking, Curbs, Fishing, Hiking, Park, Watersports, Sidewalks, Storm Drains, Street Lights

Lot Info

  • Additional Parcels: No
  • Land Lease: No
  • Lot Features: Back Yard, Cul-De-Sac, Front Yard, Garden, Landscaped, Lawn
  • Lot Size Sq Ft: 5360.00
  • Lot Size Acres: 0.1230

Multi Family

  • Lease Considered: No
  • Lot Size Area: 5360.0000 Square Feet
  • Number Of Units Total: 1

Tax Info

  • Tax Census Tract: 627.02
  • Tax Lot: 43
  • Tax Tract Number: 11153

Matterport 3D Tour

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Jul 12, 2021
Closed on
Aug 4, 2021
Sold by
Simons Scott R
Bought by
Simons Kimberly C
Seller's Agent
Shauna Covington
Berkshire Hathaway HomeServices California Properties
Buyer's Agent
NoEmail NoEmail
None MRML
List Price
$3,750,000
Sold Price
$3,650,000
Premium/Discount to List
-$100,000
-2.67%
Current Estimated Value
$5,010,120

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$1,360,120
Avg. Annual Appreciation
7.81%

Purchase Details

Listed on
Jul 12, 2021
Closed on
Jul 26, 2021
Sold by
Reitz Daniel Alexander
Bought by
Simons Kimberly C
Seller's Agent
Shauna Covington
Berkshire Hathaway HomeServices California Properties
Buyer's Agent
NoEmail NoEmail
None MRML
List Price
$3,750,000
Sold Price
$3,650,000
Premium/Discount to List
-$100,000
-2.67%

Purchase Details

Closed on
Oct 31, 2020
Sold by
Reitz Daniel
Bought by
Daniel Alexander Reitz 2012 Trust and Reitz

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$1,225,936
Interest Rate
2.9%
Mortgage Type
New Conventional

Purchase Details

Closed on
Jul 16, 2020
Sold by
Reitz Daniel
Bought by
Reitz Daniel Alexander

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$122,936
Interest Rate
2.9%
Mortgage Type
New Conventional

Purchase Details

Listed on
May 14, 2014
Closed on
Nov 14, 2014
Sold by
Cove Lantern Partnership
Bought by
Reitz Daniel
Seller's Agent
Carole Geronsin
BHHS CA Properties
Buyer's Agent
NoEmail NoEmail
Outside Area Listings
List Price
$1,999,888
Sold Price
$1,820,000
Premium/Discount to List
-$179,888
-8.99%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
9.82%
Original Mortgage
$1,420,000
Interest Rate
3.92%
Mortgage Type
New Conventional

Purchase Details

Listed on
Oct 4, 2013
Closed on
Apr 7, 2014
Sold by
Case Ryan
Bought by
Cove Lantern Partnership
Seller's Agent
Erikson Davis
Community Home Mortgage Group
Buyer's Agent
Non Member
Non Member Office
List Price
$1,300,000
Sold Price
$1,300,000

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
60.63%
Original Mortgage
$1,432,000
Interest Rate
4.38%
Mortgage Type
Purchase Money Mortgage

Purchase Details

Listed on
Oct 4, 2013
Closed on
Mar 18, 2014
Sold by
Wayne Stephen R and Alcalde Wayne Nellie Y
Bought by
Case Ryan
Seller's Agent
Erikson Davis
Community Home Mortgage Group
Buyer's Agent
Non Member
Non Member Office
List Price
$1,300,000
Sold Price
$1,300,000

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$1,432,000
Interest Rate
4.38%
Mortgage Type
Purchase Money Mortgage

Purchase Details

Closed on
Mar 9, 2007
Sold by
Wayne Stephen R and Alcalde Wayne Nellie Y
Bought by
Wayne Stephen R and Alcalde Wayne Nellie C

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$1,623,000
Interest Rate
6.37%
Mortgage Type
Stand Alone Refi Refinance Of Original Loan

Purchase Details

Closed on
Jul 22, 2005
Sold by
Wayne Stephen R and Alcalde Wayne Nellie Y
Bought by
Wayne Stephen R and Alcalde Wayne Nellie Y

Purchase Details

Closed on
Nov 15, 2004
Sold by
Pavlovich Mike A and Pavlovich Laura M
Bought by
Wayne Stephen and Alcalde Wayne Nellie

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$1,500,000
Interest Rate
5.74%
Mortgage Type
Purchase Money Mortgage

Purchase Details

Closed on
Dec 23, 1997
Sold by
Robinson Colette and Ellsworth Thomas J
Bought by
Pavlovich Mike A and Pavlovich Laura M

Purchase Details

Closed on
May 23, 1997
Sold by
Dana Bay Associates
Bought by
Robinson Colette and Ellsworth Thomas J
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
Simons Kimberly C -- California Title Company
Simons Kimberly C $3,650,000 California Title Company
Daniel Alexander Reitz 2012 Trust -- Nextitle
Reitz Daniel Alexander -- Nextitle A T&E Co
Reitz Daniel $1,775,000 Nations Title Company
Cove Lantern Partnership -- None Available
Case Ryan $1,300,000 Nations Title
Wayne Stephen R -- Accommodation
Wayne Stephen R -- First American Title Co
Wayne Stephen R -- --
Wayne Stephen $2,005,000 Commonwealth Title
Pavlovich Mike A $315,000 Commonwealth Land Title Co
Robinson Colette $300,000 --
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Previous Owner Daniel Alexander Reitz 2012 Trust $1,225,936
Previous Owner Reitz Daniel Alexander $122,936
Previous Owner Reitz Daniel $1,420,000
Previous Owner Cove Lantern Partnership $1,432,000
Previous Owner Wayne Stephen R $1,623,000
Previous Owner Wayne Stephen $1,500,000
Source: Public Records

Property History

Date Event Price List to Sale Price per Sq Ft Prior Sale
08/10/2021 08/10/21 Sold $3,650,000 -2.7% $1,043 / Sq Ft
07/21/2021 07/21/21 Pending -- -- --
07/12/2021 07/12/21 For Sale $3,750,000 +106.0% $1,071 / Sq Ft
01/08/2015 01/08/15 Sold $1,820,000 -2.9% $528 / Sq Ft View Prior Sale
11/07/2014 11/07/14 Pending -- -- --
10/10/2014 10/10/14 Price Changed $1,874,888 -1.3% $543 / Sq Ft
08/29/2014 08/29/14 Price Changed $1,898,888 0.0% $550 / Sq Ft
08/13/2014 08/13/14 Price Changed $1,899,000 -2.6% $550 / Sq Ft
07/21/2014 07/21/14 Price Changed $1,948,888 -1.3% $565 / Sq Ft
07/11/2014 07/11/14 Price Changed $1,975,000 -1.2% $572 / Sq Ft
05/14/2014 05/14/14 For Sale $1,999,888 +53.8% $580 / Sq Ft
04/23/2014 04/23/14 Sold $1,300,000 0.0% $377 / Sq Ft View Prior Sale
03/24/2014 03/24/14 Pending -- -- --
10/04/2013 10/04/13 For Sale $1,300,000 -- $377 / 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 $41,009 $3,873,409 $2,818,953 $1,054,456
2024 $41,009 $3,797,460 $2,763,679 $1,033,781
2023 $40,031 $3,723,000 $2,709,489 $1,013,511
2022 $38,377 $3,650,000 $2,656,361 $993,639
2021 $21,655 $1,977,931 $903,872 $1,074,059
2020 $21,342 $1,957,650 $894,604 $1,063,046
2019 $20,839 $1,919,265 $877,063 $1,042,202
2018 $20,361 $1,881,633 $859,866 $1,021,767
2017 $19,881 $1,844,739 $843,006 $1,001,733
2016 $19,364 $1,802,068 $826,476 $975,592
2015 $19,420 $1,820,664 $1,009,168 $811,496
2014 $19,068 $1,785,000 $989,400 $795,600
Source: Public Records

Agents Affiliated with this Home

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Map

Source: California Regional Multiple Listing Service (CRMLS)

MLS Number: LG21151875

California Regional Multiple Listing Service (CRMLS)

APN: 682-331-43