Seller's Agent in 2025
Jeremy Conrad
Conrad Realtors Inc
(949) 542-8348
26 in this area
210 Total Sales
406 Avenida Ortega San Clemente, CA 92672
Southeast San Clemente Neighborhood
4
Beds
3.5
Baths
3,499
Sq Ft
5,000
Sq Ft Lot
Highlights
- Ocean View
- Above Ground Spa
- Custom Home
- Concordia Elementary School Rated A
- Primary Bedroom Suite
- Updated Kitchen
About This Home
As of March 2025Exquisite coastal retreat embodying the pinnacle of luxury living! This 4 bedroom + loft, 3.5 bath architectural masterpiece offers stunning ocean, sunset, and golf course views including panoramic views from the impressive rooftop deck. Introducing an unparalleled living experience, where every detail has been meticulously designed to emphasize an ambiance of coastal sophistication. Creating a harmonious flow, the open floor plan optimizes space placing 2 bedrooms, 1.5 bathrooms, the kitchen, dining and living room on the main level and 2 bedrooms (including the primary) 2 bathrooms, the laundry room, loft and versatile family room on the upper level. A warm and inviting atmosphere is created from expansive windows, doors, and skylights flooding the space with natural light and accentuates the home's elegant features including the white oak hardwood floors and two large electric fireplaces. Designed to impress culinary experts or entertainers, the exquisite kitchen is equipped with Sub-Zero and Wolf appliances, including a 6-burner range, quartz countertops including a large island with a waterfall edge, Grohe faucets, and two wine refrigerators. Enjoy effortless indoor-outdoor living thanks to folding glass doors in the dining area that open directly to the outdoor entertaining space enhanced with a spa, fountain, BBQ island, and lush landscaping for added privacy. The elegant stack stone staircase and glass banister leads to a versatile living area adaptable to your needs featuring a wet bar with waterfall quartz counters and two wine refrigerators along with ocean, golf course, and vibrant sunset views from both inside and out on the scenic balcony. Retreat to the lavish primary suite where amenities abound including three walk-in closets and a primary bath boasting a contemporary bathtub, floating vanity with quartz counters, and an oversized walk-in shower with mother of pearl inlay marble and tile. Make your way up the spiral staircase to the rooftop deck, ideal for entertaining or simply savoring the sunset or panoramic ocean views making it the perfect spot to enjoy the annual fireworks shows up and down the coast. Further refinements include two tankless water heaters, two HVAC units, energy-efficient windows, and LED lighting. This stunning home is perfectly situated near the San Clemente Golf Course and only minutes to the beautiful San Clemente beaches, beach trail, surfing, shops, restaurants and hiking!
Last Agent to Sell the Property
Conrad Realtors Inc Brokerage Phone: 949-697-0721 License #01279209 Listed on: 10/08/2024
Home Details
Home Type
- Single Family
Year Built
- Built in 1956 | Remodeled
Lot Details
- 5,000 Sq Ft Lot
- Wood Fence
- Landscaped
- Rectangular Lot
- Private Yard
- Lawn
- Back and Front Yard
Parking
- 2 Car Direct Access Garage
- 2 Open Parking Spaces
- Parking Available
- Front Facing Garage
- Driveway
Property Views
- Ocean
- Panoramic
- City Lights
- Golf Course
Home Design
- Custom Home
- Entry on the 1st floor
- Turnkey
- Stucco
Interior Spaces
- 3,499 Sq Ft Home
- 2-Story Property
- Open Floorplan
- Wet Bar
- Wired For Sound
- Built-In Features
- Cathedral Ceiling
- Skylights
- Recessed Lighting
- Electric Fireplace
- French Doors
- Sliding Doors
- Family Room with Fireplace
- Great Room
- Family Room Off Kitchen
- Living Room with Fireplace
- Dining Room
- Loft
- Storage
Kitchen
- Updated Kitchen
- Open to Family Room
- Breakfast Bar
- Double Oven
- Gas Oven
- Six Burner Stove
- Range Hood
- Microwave
- Dishwasher
- Kitchen Island
- Quartz Countertops
- Self-Closing Drawers and Cabinet Doors
Flooring
- Wood
- Tile
Bedrooms and Bathrooms
- 4 Bedrooms | 2 Main Level Bedrooms
- Primary Bedroom Suite
- Walk-In Closet
- Remodeled Bathroom
- Stone Bathroom Countertops
- Dual Vanity Sinks in Primary Bathroom
- Private Water Closet
- Soaking Tub
- Separate Shower
- Exhaust Fan In Bathroom
- Linen Closet In Bathroom
- Closet In Bathroom
Laundry
- Laundry Room
- Laundry on upper level
- Washer Hookup
Outdoor Features
- Above Ground Spa
- Living Room Balcony
- Covered Patio or Porch
- Exterior Lighting
- Rooftop Access
- Outdoor Grill
- Rain Gutters
Schools
- Concordia Elementary School
- Shorecliff Middle School
- San Clemente High School
Utilities
- Central Heating and Cooling System
- Tankless Water Heater
Listing and Financial Details
- Tax Lot 104
- Tax Tract Number 938
- Assessor Parcel Number 06006403
- $22 per year additional tax assessments
Community Details
Overview
- No Home Owners Association
Recreation
- Hiking Trails
- Bike Trail
Ownership History
Date
Name
Owned For
Owner Type
Purchase Details
Listed on
Oct 8, 2024
Closed on
Mar 7, 2025
Sold by
Fernandez Lorena Melissa Soto and Ferriman Justin Hart
Bought by
Sammy Lee Ii And Gina Lee Revocable Living Tr and Lee
Seller's Agent
Jeremy Conrad
Conrad Realtors Inc
Buyer's Agent
Nicholas Hartman II
Pacific Sotheby’s International Realty
List Price
$3,299,000
Sold Price
$2,975,000
Premium/Discount to List
-$324,000
-9.82%
Views
82
Current Estimated Value
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$284,582
Avg. Annual Appreciation
11.07%
Purchase Details
Listed on
Feb 7, 2022
Closed on
Mar 9, 2022
Sold by
Karen Shipherd Family Trust
Bought by
Ferriman Justin Hart and Fernandez Lorena Melissa
Seller's Agent
Deborah Sanders
Keller Williams Realty
Buyer's Agent
Michelle Jones
Arbor Real Estate
List Price
$3,499,000
Sold Price
$3,519,000
Premium/Discount to List
$20,000
0.57%
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
-5.61%
Purchase Details
Closed on
Dec 11, 2018
Sold by
Mayfield Karen
Bought by
Mayfield Karen and Karen Shipherd Family Trust
Purchase Details
Listed on
Jan 11, 2018
Closed on
Feb 12, 2018
Sold by
Shipherd Richard
Bought by
Mayfield Karen
Seller's Agent
Don Atkinson
Engel & Völkers Dana Point
Buyer's Agent
Deborah Sanders
Keller Williams Realty
List Price
$2,274,000
Sold Price
$2,306,000
Premium/Discount to List
$32,000
1.41%
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
4.47%
Original Mortgage
$1,844,800
Interest Rate
3.75%
Mortgage Type
Adjustable Rate Mortgage/ARM
Purchase Details
Listed on
Jan 11, 2018
Closed on
Feb 2, 2018
Sold by
Lalvtx Investments Llc
Bought by
Mayfield Karen
Seller's Agent
Don Atkinson
Engel & Völkers Dana Point
Buyer's Agent
Deborah Sanders
Keller Williams Realty
List Price
$2,274,000
Sold Price
$2,306,000
Premium/Discount to List
$32,000
1.41%
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$1,844,800
Interest Rate
3.75%
Mortgage Type
Adjustable Rate Mortgage/ARM
Purchase Details
Listed on
Oct 5, 2016
Closed on
Mar 6, 2017
Sold by
Harbour Custom Manufacturing Llc
Bought by
Lalvtx Investment Llc
Seller's Agent
Antoine Bacha
Antela Properties
Buyer's Agent
Antoine Bacha
Antela Properties
List Price
$980,000
Sold Price
$914,000
Premium/Discount to List
-$66,000
-6.73%
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
162.22%
Original Mortgage
$1,075,000
Interest Rate
4.19%
Mortgage Type
Commercial
Purchase Details
Closed on
Apr 4, 2016
Sold by
Harbour Custom Manufacturing Llc
Bought by
Harbour Custom Manufacturing Llc
Purchase Details
Closed on
Apr 25, 2012
Sold by
T & T Financial Incorporated
Bought by
Harbour Custom Manufacturing Llc
Purchase Details
Closed on
Jun 28, 2004
Sold by
Coy Garfield J
Bought by
T & T Financial Inc
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
Average Home Value in this Area
Purchase History
| Date | Type | Sale Price | Title Company |
|---|---|---|---|
| Grant Deed | $2,975,000 | Lawyers Title | |
| Grant Deed | $3,519,000 | Fidelity National Title | |
| Interfamily Deed Transfer | -- | None Available | |
| Grant Deed | -- | Lawyers Title | |
| Grant Deed | $2,306,000 | Lawyers Title | |
| Grant Deed | $900,000 | Lawyers Title Company | |
| Interfamily Deed Transfer | -- | Lawyers Title | |
| Corporate Deed | -- | None Available | |
| Quit Claim Deed | -- | Ticor Title |
Source: Public Records
Mortgage History
| Date | Status | Loan Amount | Loan Type |
|---|---|---|---|
| Previous Owner | $1,844,800 | Adjustable Rate Mortgage/ARM | |
| Previous Owner | $1,075,000 | Commercial |
Source: Public Records
Property History
| Date | Event | Price | List to Sale | Price per Sq Ft | Prior Sale |
|---|---|---|---|---|---|
| 03/19/2025 03/19/25 | Sold | $2,975,000 | -0.8% | $850 / Sq Ft | |
| 03/06/2025 03/06/25 | Pending | -- | -- | -- | |
| 02/25/2025 02/25/25 | Price Changed | $2,999,995 | -9.1% | $857 / Sq Ft | |
| 01/14/2025 01/14/25 | Price Changed | $3,299,000 | 0.0% | $943 / Sq Ft | |
| 01/14/2025 01/14/25 | For Sale | $3,299,000 | +10.9% | $943 / Sq Ft | |
| 11/26/2024 11/26/24 | Off Market | $2,975,000 | -- | -- | |
| 10/08/2024 10/08/24 | For Sale | $3,399,000 | -3.4% | $971 / Sq Ft | |
| 04/22/2022 04/22/22 | Sold | $3,519,000 | +0.6% | $1,006 / Sq Ft | View Prior Sale |
| 02/08/2022 02/08/22 | For Sale | $3,499,000 | -0.6% | $1,000 / Sq Ft | |
| 02/07/2022 02/07/22 | Off Market | $3,519,000 | -- | -- | |
| 02/07/2022 02/07/22 | For Sale | $3,499,000 | +51.7% | $1,000 / Sq Ft | |
| 02/28/2018 02/28/18 | Sold | $2,306,000 | +1.4% | $659 / Sq Ft | View Prior Sale |
| 01/29/2018 01/29/18 | Pending | -- | -- | -- | |
| 01/11/2018 01/11/18 | For Sale | $2,274,000 | +148.8% | $650 / Sq Ft | |
| 03/13/2017 03/13/17 | Sold | $914,000 | -6.7% | $261 / Sq Ft | View Prior Sale |
| 02/09/2017 02/09/17 | Pending | -- | -- | -- | |
| 11/07/2016 11/07/16 | For Sale | $980,000 | 0.0% | $280 / Sq Ft | |
| 10/24/2016 10/24/16 | Pending | -- | -- | -- | |
| 10/22/2016 10/22/16 | For Sale | $980,000 | +7.2% | $280 / Sq Ft | |
| 10/21/2016 10/21/16 | Off Market | $914,000 | -- | -- | |
| 10/05/2016 10/05/16 | For Sale | $980,000 | -- | $280 / Sq Ft |
Source: California Regional Multiple Listing Service (CRMLS)
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 | $37,054 | $3,734,390 | $3,211,999 | $522,391 |
| 2024 | $37,054 | $3,661,167 | $3,149,018 | $512,149 |
| 2023 | $36,269 | $3,589,380 | $3,087,273 | $502,107 |
| 2022 | $25,004 | $2,472,497 | $1,990,947 | $481,550 |
| 2021 | $24,522 | $2,424,017 | $1,951,909 | $472,108 |
| 2020 | $24,278 | $2,399,162 | $1,931,894 | $467,268 |
| 2019 | $23,800 | $2,352,120 | $1,894,014 | $458,106 |
| 2018 | $9,450 | $932,280 | $702,908 | $229,372 |
| 2017 | $4,381 | $431,132 | $207,797 | $223,335 |
| 2016 | $4,297 | $422,679 | $203,723 | $218,956 |
| 2015 | $4,233 | $416,330 | $200,662 | $215,668 |
| 2014 | $4,151 | $408,175 | $196,731 | $211,444 |
Source: Public Records
Agents Affiliated with this Home
-
Jeremy Conrad
-
Bill Conrad
Seller Co-Listing Agent in 2025
Bill Conrad
Conrad Realtors Inc
(949) 492-9400
20 in this area
191 Total Sales
-
Nicholas Hartman II
Buyer's Agent in 2025
Nicholas Hartman II
Pacific Sotheby’s International Realty
(949) 212-1331
5 in this area
30 Total Sales
-
D
Seller's Agent in 2022
Deborah Sanders
Keller Williams Realty
-
Jamie Murphy
Seller Co-Listing Agent in 2022
Jamie Murphy
Keller Williams Realty
(562) 335-3739
1 in this area
30 Total Sales
-
Michelle Jones
M
Buyer's Agent in 2022
Michelle Jones
Arbor Real Estate
(949) 438-4340
1 in this area
14 Total Sales
Map
Source: California Regional Multiple Listing Service (CRMLS)
MLS Number: OC24204571
APN: 060-064-03
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The multiple listing data appearing on this website, or contained in reports produced therefrom, is owned and copyrighted by California Regional Multiple Listing Service, Inc. ("CRMLS") and is protected by all applicable copyright laws. Information provided is for viewer's personal, non-commercial use and may not be used for any purpose other than to identify prospective properties the viewer may be interested in purchasing. All listing data, including but not limited to square footage and lot size is believed to be accurate, but the listing Agent, listing Broker and CRMLS and its affiliates do not warrant or guarantee such accuracy. The viewer should independently verify the listed data prior to making any decisions based on such information by personal inspection and/or contacting a real estate professional.
Based on information from California Regional Multiple Listing Service, Inc. and /or other sources. All data, including all measurements and calculations of area, is obtained from various sources and has not been, and will not be, verified by broker or MLS. All information should be independently reviewed and verified for accuracy. Properties may or may not be listed by the office/agent presenting the information
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