NOT LISTED FOR SALE

Estimated Value: $6,361,740 - $7,674,000

4 Beds
4.5 Baths
5,479 Sq Ft
$1,237/Sq Ft Est. Value

Last Sold September 13, 2021

Last sale price $5,000,000 $913 Per Sq Ft

Est. 36% increase in value since last sale

Current estimated payment $40,549/month

6 Days on Market

Highlights

  • Marina
  • Ocean View
  • 24-Hour Security
  • Marco Forster Middle School Rated A-
  • Property has ocean access
  • 3-minute walk to Heritage Park

About This Home

As of September 2021

This stunning residence is absolutely representative of elegant coastal living!! This 4 bedroom, 4 1/2 bath, custom built 5,400 sqft residence has been absolutely meticulously maintained & boasts stunning views of the Pacific Ocean and both the Dana Point harbor & Marina! Located within the coveted guard gated community of Lantern Bay Estates, this residence is located on a private cul-de-sac and is contiguous to the Heritage Park. This 2004 custom built residence includes cathedral ceilings, 3 fireplaces, skylights, "a disappearing pocket slider door system," polished travertine flooring and staircase, main floor office with custom built in cabinetry, Sonos control sound system throughout, custom bar with ocean views, sophisticated lighting system throughout, central vacuum system, reversed osmosis/purification system, elevator servicing all 3 levels, fire-sprinkler system, LED lighting, a fully finished lower level including a guest bedroom, bath, sauna & an extremely gracious laundry/storage & craft-room area. Additional features include new high efficiency carrier A/C units, security camera system with VCR record capabilities, copper custom rain gutters, and "safe" area. The gourmet kitchen features granite counter tops, 2 stainless steel sinks, 6 burner Viking range, pot filler, built-in Sub-zero refrigerator plus 2 refrigerator drawers, griddle & warming drawer. The Master suite contains vaulted ceilings, fireplace, wet bar, custom cabinetry, "his and hers" walk-in closets, spa/tub, glass enclosed shower, make up vanity, skylight, & an outstanding "view deck." A 2nd master suite with patio and fireplace is also available! 3 car finished garage has custom wood doors, epoxy flooring and work bench! The exterior boasts a fantastic bar area, Viking BBQ, sink & under storage cabinetry and phenomenal views of the "Dana Point" Harbor! Even a specific circuit for your outdoor X-mas lights! The custom amenities of this residence as well as its meticulous condition, the ocean close location and the desirability of the guard gated community of Lantern Bay Estate make this an extraordinary opportunity! Walk to the Heritage park, the Dana Point Harbor, and its "Lantern District" with its numerous restaurants and shopping opportunities. Minutes from both the Ritz Carlton and Waldorf Astoria Resorts as well as the world renowned Salt Creek Beach! Would make an outstanding "ocean close" full time or secondary residence for your most discriminating purchaser. A 10++

Last Agent to Sell the Property

Robert Wolff

Harcourts Prime Properties License #01053562 Listed on: 07/22/2021

Harcourts Prime Properties

Last Buyer's Agent

Amy Reeves-Flores

Sea Sell Realty License #01324452

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $54,672

Year Built

  • Built in 2004 | Remodeled

Lot Details

  • 7,150 Sq Ft Lot
  • Cul-De-Sac
  • Level Lot
  • Sprinkler System

HOA Fees

  • $520 Monthly HOA Fees

Parking

  • 3 Car Direct Access Garage
  • Parking Available
  • Front Facing Garage

Property Views

  • Ocean
  • Marina
  • Coastline
  • Bay
  • Harbor
  • Panoramic
  • City Lights

Home Design

  • Turnkey
  • Slab Foundation
  • Spanish Tile Roof
  • Stucco

Interior Spaces

  • 5,479 Sq Ft Home
  • 3-Story Property
  • Open Floorplan
  • Wet Bar
  • Central Vacuum
  • Wired For Sound
  • Built-In Features
  • Bar
  • Beamed Ceilings
  • Cathedral Ceiling
  • Ceiling Fan
  • Recessed Lighting
  • Roller Shields
  • Blinds
  • Wood Frame Window
  • Sliding Doors
  • Family Room Off Kitchen
  • Living Room with Fireplace
  • Living Room with Attached Deck
  • Home Office
  • Bonus Room
  • Workshop
  • Storage
  • Laundry Room
  • Utility Room
  • Sauna
  • Finished Basement
  • Utility Basement

Kitchen

  • Open to Family Room
  • Kitchen Island
  • Granite Countertops
  • Self-Closing Drawers

Flooring

  • Wood
  • Stone

Bedrooms and Bathrooms

  • 4 Bedrooms
  • Fireplace in Primary Bedroom
  • Primary Bedroom Suite
  • Walk-In Closet
  • Upgraded Bathroom
  • Granite Bathroom Countertops
  • Quartz Bathroom Countertops
  • Stone Bathroom Countertops
  • Makeup or Vanity Space
  • Dual Vanity Sinks in Primary Bathroom
  • Private Water Closet
  • Hydromassage or Jetted Bathtub
  • Separate Shower

Home Security

  • Alarm System
  • Carbon Monoxide Detectors

Accessible Home Design

  • Accessible Elevator Installed
  • Entry Slope Less Than 1 Foot

Outdoor Features

  • Property has ocean access
  • Ocean Side of Highway 1
  • Balcony
  • Covered Patio or Porch
  • Fireplace in Patio
  • Fire Pit
  • Exterior Lighting
  • Separate Outdoor Workshop
  • Outdoor Grill
  • Rain Gutters

Utilities

  • Central Heating and Cooling System
  • Underground Utilities
  • Standard Electricity
  • Sewer Paid
  • Cable TV Available

Additional Features

  • Fireplace in Guest House
  • Property is near a park

Listing and Financial Details

  • Tax Lot 24
  • Tax Tract Number 11153
  • Assessor Parcel Number 68233124

Community Details

Overview

  • Lantern Bay Estates Association, Phone Number (949) 403-7537
  • Keystone Pacific HOA
  • Lantern Bay Estates Subdivision

Recreation

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

Additional Features

  • Laundry Facilities
  • 24-Hour Security

Home Details

Home Type

Single Family

Est. Annual Taxes

$54,672

Year Built

Built in 2004 | Remodeled

Lot Details

0

HOA Fees

$520 per month

Parking

3

Listing Details

  • Structure Type: House
  • Assessments: No
  • Property Attached: No
  • Road Surface Type: Maintained
  • Security: 24 Hour Security, Carbon Monoxide Detector(s), Gated with Guard, Guarded, Security System, Wired for Alarm System
  • Subdivision Name Other: Lantern Bay Estates (LE)
  • View: Yes
  • Property Condition: Turnkey, Updated/Remodeled
  • Property Sub Type: Single Family Residence
  • Property Type: Residential
  • Parcel Number: 68233124
  • Year Built: 2004
  • Special Features: None

Interior Features

  • Fireplace: Yes
  • Living Area: 5479.00 Square Feet
  • Interior Amenities: Balcony, Bar, Beamed Ceilings, Built-in Features, Cathedral Ceiling(s), Ceiling Fan(s), Elevator, Granite Counters, High Ceilings, Living Room Deck Attached, Open Floorplan, Recessed Lighting, Storage, Vacuum Central, Wet Bar, Wired for Sound
  • Stories: 3
  • Common Walls: No Common Walls
  • Flooring: Stone, Wood
  • Accessibility Features: Accessible Elevator Installed, Entry Slope Less Than 1 Foot
  • Full Bathrooms: 4
  • Half Bathrooms: 1
  • Total Bedrooms: 4
  • Door Features: Sliding Doors
  • Eating Area: Family Kitchen
  • Fireplace Features: Guest House, Living Room, Master Bedroom, Patio, Fire Pit
  • Levels: Three Or More
  • Main Level Bathrooms: 1
  • Price Per Square Foot: 912.58
  • Room Type: Basement, Bonus Room, Family Room, Laundry, Living Room, Master Suite, Office, Sauna, Separate Family Room, Utility Room, Walk-In Closet, Workshop
  • Window Features: Blinds, Roller Shields, Wood Frames
  • Bathroom Features: Double Sinks In Master Bath, Granite Counters, Jetted Tub, Privacy Toilet Door, Quartz Counters, Separate Tub And Shower, Stone Counters, Upgraded, Vanity Area, Walk-In Shower
  • Room Kitchen Features: Granite Counters, Kitchen Island, Kitchen Open To Family Room, Self-Closing Drawers
  • Basement: Finished, Utility

Exterior Features

  • Patio: Yes
  • Foundation: Slab
  • Other Structures: Sauna Private, Workshop
  • Exterior Features: Barbecue Private, Lighting, Rain Gutters
  • View: Bay, City Lights, Coastline, Harbor, Marina, Ocean, Panoramic
  • Patio And Porch Features: Covered, Deck, Front Porch
  • Pool Private: No
  • Roof: Spanish Tile
  • Spa: No
  • Construction Materials: Stucco

Garage/Parking

  • Attached Garage: Yes
  • Garage Spaces: 3.00
  • Parking: Yes
  • Parking Features: Direct Garage Access, Concrete, Garage Faces Front
  • Total Parking Spaces: 3.00

Utilities

  • Utilities: Cable Connected, Underground Utilities
  • Sprinklers: Yes
  • Heating: Yes
  • Laundry: Yes
  • Electric: Standard
  • Heating Type: Central
  • Laundry Features: Common Area, Individual Room, Inside
  • Sewer: Sewer Paid
  • 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
  • Association Name: Lantern Bay Estates
  • Phone: 949-403-7537
  • Senior Community: No
  • Community Features: Biking, Fishing, Hiking, Watersports, Sidewalks, Storm Drains, Street Lights
  • Association Management: Keystone Pacific

Lot Info

  • Additional Parcels: No
  • Land Lease: No
  • Lot Features: Cul-De-Sac, Level with Street, Park Nearby, Sprinkler System
  • Lot Size Sq Ft: 7150.00
  • Lot Size Acres: 0.1641

Multi Family

  • Lease Considered: No
  • Lot Size Area: 7150.0000 Square Feet
  • Number Of Units In Community: 46
  • Number Of Units Total: 1
  • Waterfront Features: Marina in Community, Ocean Access, Ocean Side Of Highway 1

Tax Info

  • Tax Census Tract: 423.13
  • Tax Lot: 24
  • Tax Tract Number: 11153

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Jul 22, 2021
Closed on
Sep 3, 2021
Sold by
Lambert Edward L and Lambert Kathleen J
Bought by
Lieblein Thomas C and Lieblein Grace D
Seller's Agent
Robert Wolff
Harcourts Prime Properties
Buyer's Agent
Amy Reeves-Flores
Sea Sell Realty
List Price
$5,000,000
Sold Price
$5,000,000
Current Estimated Value
$6,777,185

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$1,777,185
Avg. Annual Appreciation
7.66%
Original Mortgage
$3,750,000
Outstanding Balance
$3,376,551
Interest Rate
2.12%
Mortgage Type
New Conventional
Estimated Equity
$3,400,634

Purchase Details

Listed on
May 11, 2018
Closed on
Oct 2, 2018
Sold by
Gallagher Walter Paul and Gallagher Melanie Gwen
Bought by
Lambert Edward L and Lambert Kathleen J
Seller's Agent
Ellen Hanson Walker
Coldwell Banker Realty
Buyer's Agent
Avarelle Silver-Westrick
Keller Williams OC Coastal Realty
List Price
$3,595,000
Sold Price
$3,470,000
Premium/Discount to List
-$125,000
-3.48%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
13.33%

Purchase Details

Listed on
Feb 12, 2015
Closed on
Jun 2, 2015
Sold by
Jilot Dennis L and Jilot Linda L
Bought by
Gallagher Walter Paul and Gallagher Melanie Gwen
Seller's Agent
Beverly Cleveland
HOM Sotheby's International Re
Buyer's Agent
Ellen Hanson Walker
Coldwell Banker Realty
List Price
$3,175,000
Sold Price
$2,850,000
Premium/Discount to List
-$325,000
-10.24%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
6.24%
Original Mortgage
$1,500,000
Interest Rate
3.25%
Mortgage Type
Adjustable Rate Mortgage/ARM

Purchase Details

Closed on
Mar 14, 2006
Sold by
Jilot Dennis L and Jilot Linda L
Bought by
Jilot Dennis L and Jilot Linda L

Purchase Details

Closed on
Sep 23, 1999
Sold by
Gates Thomas J and Gates Gayle E
Bought by
Jilot Dennis L and Jilot Linda L

Purchase Details

Closed on
Nov 3, 1998
Sold by
Vancleave James R and Vancleave Emilie G
Bought by
Gates Thomas J and Gates Gayle E

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$450,000
Interest Rate
6.78%
Source: Public Records

Range of Values:

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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
Lieblein Thomas C $5,000,000 Chicago Title Company
Lambert Edward L $3,470,000 First American Title Co
Gallagher Walter Paul $2,850,000 Equity Title Company
Jilot Dennis L -- None Available
Jilot Dennis L $610,000 Chicago Title Co
Gates Thomas J $575,000 First American Title Ins Co
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Lieblein Thomas C $3,750,000
Previous Owner Gallagher Walter Paul $1,500,000
Previous Owner Gates Thomas J $450,000
Source: Public Records

Property History

Date Event Price List to Sale Price per Sq Ft Prior Sale
09/13/2021 09/13/21 Sold $5,000,000 0.0% $913 / Sq Ft
07/22/2021 07/22/21 For Sale $5,000,000 +44.1% $913 / Sq Ft
10/12/2018 10/12/18 Sold $3,470,000 -3.5% $667 / Sq Ft View Prior Sale
09/12/2018 09/12/18 Pending -- -- --
05/11/2018 05/11/18 For Sale $3,595,000 +26.1% $691 / Sq Ft
07/14/2015 07/14/15 Sold $2,850,000 -10.2% $543 / Sq Ft View Prior Sale
05/29/2015 05/29/15 Pending -- -- --
02/12/2015 02/12/15 For Sale $3,175,000 -- $605 / 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 $54,672 $5,306,040 $3,590,062 $1,715,978
2024 $54,672 $5,202,000 $3,519,668 $1,682,332
2023 $53,377 $5,100,000 $3,450,654 $1,649,346
2022 $52,092 $5,000,000 $3,382,994 $1,617,006
2021 $37,675 $3,576,068 $1,895,824 $1,680,244
2020 $37,205 $3,539,400 $1,876,384 $1,663,016
2019 $36,414 $3,470,000 $1,839,592 $1,630,408
2018 $31,389 $2,965,140 $1,375,810 $1,589,330
2017 $30,691 $2,907,000 $1,348,833 $1,558,167
2016 $29,938 $2,850,000 $1,322,385 $1,527,615
2015 $21,325 $2,008,978 $780,099 $1,228,879
2014 -- $1,969,625 $764,818 $1,204,807
Source: Public Records

Agents Affiliated with this Home

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Map

Source: California Regional Multiple Listing Service (CRMLS)

MLS Number: OC21158144

California Regional Multiple Listing Service (CRMLS)

APN: 682-331-24