NOT LISTED FOR SALE

39 Monarch Beach Resort S Dana Point, CA 92629

Monarch Beach Neighborhood

Estimated Value: $6,068,000 - $7,402,000

4 Beds
4 Baths
3,996 Sq Ft
$545/mo HOA Fee

Last Sold May 10, 2016

Last sale price $3,875,000 $970 Per Sq Ft

Est. 71% increase in value since last sale

Current estimated payment $40,653/month

41 Days on Market

Highlights

  • In Ground Pool
  • Gated Community
  • Contemporary Architecture
  • John Malcom Elementary School Rated A
  • Deck
  • Great Room

About This Home

As of May 2016

New ultra luxury resort lifestyle Condominium adjacent to the St. Regis Hotel. Home is approx. 3,996 sq ft. and includes 4 bedroomse and 4 baths.

Last Agent to Sell the Property

Lesley Pennington

William Lyon Homes, Inc License #01894907 Listed on: 02/02/2016

Last Buyer's Agent

Michael Didelot

HomeSmart, Evergreen Realty License #01740391

HomeSmart, Evergreen Realty

Property Details

Home Type

  • Condominium

Est. Annual Taxes

  • $47,349

Year Built

  • Built in 2016

Lot Details

  • Two or More Common Walls

HOA Fees

  • $545 Monthly HOA Fees

Parking

  • 2 Car Attached Garage
  • Parking Available
  • Rear-Facing Garage

Home Design

  • Contemporary Architecture
  • Turnkey
  • Slab Foundation
  • Clay Roof

Interior Spaces

  • 3,996 Sq Ft Home
  • 2-Story Property
  • Gas Fireplace
  • Double Pane Windows
  • ENERGY STAR Qualified Windows
  • Great Room
  • Living Room with Fireplace
  • Alarm System
  • Laundry Room

Kitchen

  • Gas Oven
  • Six Burner Stove
  • Gas Cooktop
  • Range Hood
  • Warming Drawer
  • Dishwasher
  • ENERGY STAR Qualified Appliances
  • Disposal

Bedrooms and Bathrooms

  • 4 Bedrooms
  • Dressing Area
  • 4 Full Bathrooms

Accessible Home Design

  • More Than Two Accessible Exits
  • Accessible Parking

Pool

  • In Ground Pool
  • In Ground Spa

Outdoor Features

  • Deck
  • Patio

Utilities

  • Central Heating and Cooling System
  • Tankless Water Heater
  • Gas Water Heater

Listing and Financial Details

  • Tax Lot 12
  • Tax Tract Number 16769

Community Details

Overview

  • 37 Units
  • Built by William Lyon Homes
  • Plan 3

Recreation

  • Community Pool
  • Community Spa

Security

  • Gated Community
  • Fire and Smoke Detector
  • Fire Sprinkler System

Property Details

Home Type

Condominium

Est. Annual Taxes

$47,349

Year Built

Built in 2016

Lot Details

0

HOA Fees

$545 per month

Parking

2

Listing Details

  • Assessments: No
  • Inclusions: many, many upgrades too numerous to list, landscaping, elevator, and a resort membership.
  • Other Phone Description: 949.218.1855
  • Property Attached: Yes
  • Road Surface Type: Maintained
  • Security: Fire Sprinkler System, Gated Community, Smoke Detector(s), Security System, Wired for Alarm System
  • Subdivision Name Other: The Grand Monarch
  • View: No
  • Architectural Style: Contemporary
  • Property Condition: Turnkey
  • Property Sub Type: Condominium
  • Property Type: Residential
  • Year Built: 2016
  • Special Features: None

Interior Features

  • Fireplace: Yes
  • Living Area: 3996.00
  • Stories: 2
  • Common Walls: 2+ Common Walls
  • Accessibility Features: 2+ Access Exits, Parking
  • Appliances: Yes
  • Full Bathrooms: 4
  • Full And Three Quarter Bathrooms: 4
  • Total Bedrooms: 4
  • Fireplace Features: Gas, Living Room
  • Levels: Two
  • Price Per Square Foot: 969.72
  • Room Type: Dressing Area, Great Room
  • Spa Features: Association, In Ground
  • Window Features: Double Pane Windows, ENERGY STAR Qualified Windows

Exterior Features

  • Patio: Yes
  • Foundation: Slab
  • Builder Name: William Lyon Homes
  • Patio And Porch Features: Deck
  • Pool Features: Association, In Ground
  • Pool Private: Yes
  • Roof: Clay
  • Spa: Yes

Garage/Parking

  • Attached Garage: Yes
  • Garage Spaces: 2.00
  • Parking: Yes
  • Parking Features: Garage Faces Rear
  • Total Parking Spaces: 2.00

Utilities

  • Utilities: Sewer Connected
  • Heating: Yes
  • Laundry: Yes
  • Appliances: 6 Burner Stove, Dishwasher, ENERGY STAR Qualified Appliances, ENERGY STAR Qualified Water Heater, Disposal, Gas Oven, Gas Range, Gas Cooktop, Gas Water Heater, High Efficiency Water Heater, Range Hood, Refrigerator, Tankless Water Heater, Warming Drawer
  • Heating Type: Central
  • Laundry Features: Individual Room
  • Water Source: Public
  • Cooling: Central Air
  • Cooling: Yes

Condo/Co-op/Association

  • Association: Yes
  • Association Fee: 545.00
  • Association Fee Frequency: Monthly
  • Senior Community: No
  • Community Features: Curbs

Schools

  • School District: Capistrano Unified

Multi Family

  • Lease Considered: No
  • Number Of Units In Community: 37
  • Number Of Units Total: 37

Tax Info

  • Tax Lot: 12
  • Tax Tract Number: 16769

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Feb 2, 2016
Closed on
Apr 1, 2016
Sold by
William Lyon Homes Inc
Bought by
Neal David and Neal Sara Elaine
Seller's Agent
Lesley Pennington
William Lyon Homes, Inc
Buyer's Agent
Michael Didelot
HomeSmart, Evergreen Realty
List Price
$3,960,000
Sold Price
$3,875,000
Premium/Discount to List
-$85,000
-2.15%
Current Estimated Value
$6,636,713

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$2,761,713
Avg. Annual Appreciation
5.96%
Original Mortgage
$2,000,000
Outstanding Balance
$1,521,939
Interest Rate
2.37%
Mortgage Type
Adjustable Rate Mortgage/ARM
Estimated Equity
$5,114,774
Source: Public Records

Range of Values:

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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
Neal David $3,875,000 First American Title Company
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Neal David $765,600
Open Neal David $2,000,000
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
05/10/2016 05/10/16 Sold $3,875,000 -2.1% $970 / Sq Ft
03/14/2016 03/14/16 Pending -- -- --
02/02/2016 02/02/16 For Sale $3,960,000 -- $991 / 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 $47,349 $4,587,213 $3,556,124 $1,031,089
2024 $47,349 $4,497,268 $3,486,396 $1,010,872
2023 $46,222 $4,409,087 $3,418,036 $991,051
2022 $45,225 $4,322,635 $3,351,016 $971,619
2021 $44,333 $4,237,878 $3,285,310 $952,568
2020 $43,754 $4,194,424 $3,251,623 $942,801
2019 $42,902 $4,112,181 $3,187,866 $924,315
2018 $42,008 $4,031,550 $3,125,358 $906,192
2017 $41,135 $3,952,500 $3,064,076 $888,424
2016 $22,059 $2,173,805 $1,297,178 $876,627
Source: Public Records

Agents Affiliated with this Home

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Map

Source: California Regional Multiple Listing Service (CRMLS)

MLS Number: OC16022136

California Regional Multiple Listing Service (CRMLS)

APN: 932-901-11