NOT LISTED FOR SALE

5 Beaumont Aliso Viejo, CA 92656

Estimated Value: $1,048,000 - $1,156,000

3 Beds
2.5 Baths
1,618 Sq Ft
$157/mo HOA Fee

Last Sold October 16, 2015

Last sale price $580,000 $358 Per Sq Ft

Est. 90% increase in value since last sale

Current estimated payment $6,568/month

Highlights

  • Gated Community
  • Wood Flooring
  • High Ceiling
  • Don Juan Avila Middle School Rated A
  • Loft
  • 3-minute walk to Acorn Park

About This Home

As of October 2015

Located in a very highly desirable GATED community of Aliso Viejo. Beautiful kitchen with granite counters and stainless appliances. Spacious floorplan with 3 bedrooms and A LOFT. Interior laundry room. Large backyard which is great for entertaining. Attached 2 car garage. Conveniently located close to schools and shopping.

Last Agent to Sell the Property

Donna Chen

eXp Realty of Southern Ca, Inc License #01971488 Listed on: 09/18/2015

eXp Realty of Southern Ca, Inc

Last Buyer's Agent

Donna Chen

eXp Realty of Southern Ca, Inc License #01971488 Listed on: 09/18/2015

eXp Realty of Southern Ca, Inc

Property Details

Home Type

  • Condominium

Est. Annual Taxes

  • $6,724

Year Built

  • Built in 1997

Lot Details

  • 2,004

HOA Fees

Parking

  • 2 Car Direct Access Garage
  • Parking Available

Home Design

  • Slab Foundation
  • Tile Roof
  • Concrete Roof
  • Stucco

Interior Spaces

  • 1,618 Sq Ft Home
  • High Ceiling
  • Ceiling Fan
  • Gas Fireplace
  • Living Room with Fireplace
  • Loft

Kitchen

  • Breakfast Area or Nook
  • Gas Range
  • Kitchen Island

Flooring

  • Wood
  • Carpet

Bedrooms and Bathrooms

  • 3 Bedrooms
  • All Upper Level Bedrooms

Laundry

  • Laundry Room
  • Laundry on upper level

Outdoor Features

  • Brick Porch or Patio
  • Exterior Lighting

Additional Features

  • No Common Walls
  • Forced Air Heating and Cooling System

Listing and Financial Details

  • Tax Lot 4
  • Tax Tract Number 15165
  • Assessor Parcel Number 93789733

Community Details

Overview

  • 18 Units

Security

  • Gated Community

Property Details

Home Type

Condominium

Est. Annual Taxes

$6,724

Year Built

Built in 1997

Lot Details

0

HOA Fees

$157 per month

Parking

2

Listing Details

  • Assessments: Yes
  • Property Attached: No
  • Road Frontage Type: City Street
  • Security: Gated Community
  • Subdivision Name Other: San Simeon (SANS)
  • View: No
  • Property Sub Type: Condominium
  • Property Type: Residential
  • Parcel Number: 93789733
  • Year Built: 1997
  • Special Features: None

Interior Features

  • Fireplace: Yes
  • Living Area: 1618.00
  • Interior Amenities: Ceiling Fan(s), High Ceilings
  • Common Walls: No Common Walls
  • Flooring: Carpet, Wood
  • Appliances: Yes
  • Full Bathrooms: 2
  • Full And Three Quarter Bathrooms: 2
  • Half Bathrooms: 1
  • Total Bedrooms: 3
  • Eating Area: Breakfast Nook
  • Fireplace Features: Gas, Living Room
  • Levels: Two
  • Price Per Square Foot: 358.47
  • Room Type: All Bedrooms Up, Loft, Living Room
  • Room Kitchen Features: Kitchen Island

Exterior Features

  • Patio: Yes
  • Foundation: Slab
  • Patio And Porch Features: Brick, Concrete
  • Pool Private: No
  • Roof: Concrete, Tile
  • Construction Materials: Stucco

Garage/Parking

  • Garage Spaces: 2.00
  • Parking: Yes
  • Parking Features: Direct Garage Access, Garage
  • Total Parking Spaces: 2.00

Utilities

  • Utilities: Sewer Available
  • Heating: Yes
  • Laundry: Yes
  • Appliances: Gas Range
  • Heating Type: Forced Air
  • Laundry Features: In Closet, Upper Level
  • Water Source: Public
  • Cooling: Central Air
  • Cooling: Yes

Condo/Co-op/Association

  • Association: Yes
  • Association Fee: 125.00
  • Association #2 Fee: 96.00
  • Association #2 Fee Frequency: Quarterly
  • Association Fee Frequency: Monthly
  • Senior Community: No
  • Community Features: Sidewalks, Street Lights

Lot Info

  • Lot Size Sq Ft: 2000.00
  • Price Per Lot Square Foot: 290.00
  • Lot Size Acres: 0.0460

Multi Family

  • Lease Considered: No
  • Lot Size Area: 2000.0000 Square Feet
  • Number Of Units In Community: 18
  • Number Of Units Total: 18

Tax Info

  • Tax Lot: 4
  • Tax Tract Number: 15165

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Sep 18, 2015
Closed on
Sep 22, 2015
Sold by
Protogenia Investments Group Llc
Bought by
Roseblade Jeffrey and Roseblade Jennifer
Seller's Agent
Donna Chen
eXp Realty of Southern Ca, Inc
Buyer's Agent
Donna Chen
eXp Realty of Southern Ca, Inc
List Price
$580,000
Sold Price
$580,000
Current Estimated Value
$1,103,643

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$523,643
Avg. Annual Appreciation
6.58%
Original Mortgage
$430,000
Interest Rate
3.86%
Mortgage Type
New Conventional

Purchase Details

Listed on
Feb 16, 2012
Closed on
Jan 30, 2012
Sold by
Equity Trust Company
Bought by
Protogenia Investments Group Llc
Seller's Agent
Min Zhang
Alink Realty Group
Buyer's Agent
Lisa Lowery
First Team Real Estate
Sold Price
$2,500

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
8.29%

Purchase Details

Closed on
Jul 13, 2011
Sold by
Jensen Bret C
Bought by
Equity Trust Company

Purchase Details

Closed on
Jan 13, 2006
Sold by
Jensen Bret Christian and Jensen Maria Elizabeth
Bought by
Jensen Bret C

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$496,000
Interest Rate
6.21%
Mortgage Type
New Conventional

Purchase Details

Closed on
Aug 9, 2004
Sold by
Jensen Bret Christian and Jensen Maria Elizabeth Velez
Bought by
Jensen Bret Christian and Jensen Maria Elizabeth

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$235,000
Interest Rate
5.92%
Mortgage Type
New Conventional

Purchase Details

Closed on
Feb 23, 1998
Sold by
Western Pacific Housing San Simeon Lp
Bought by
Jensen Bret Christian and Jensen Maria Elizabeth Velez

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$160,950
Interest Rate
6.97%
Mortgage Type
FHA
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
Roseblade Jeffrey $580,000 Ticor Title Company
Protogenia Investments Group Llc $430,000 Fidelity National Title
Equity Trust Company $337,000 Accommodation
Jensen Bret C -- First American Title Co
Jensen Bret Christian -- Southland Title
Jensen Bret Christian $170,000 First American Title Ins Co
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Roseblade Jeffrey $430,000
Previous Owner Jensen Bret C $496,000
Previous Owner Jensen Bret Christian $235,000
Previous Owner Jensen Bret Christian $160,950
Closed Jensen Bret Christian $15,000
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
10/16/2015 10/16/15 Sold $580,000 0.0% $358 / Sq Ft
09/18/2015 09/18/15 Pending -- -- --
09/18/2015 09/18/15 For Sale $580,000 0.0% $358 / Sq Ft
09/27/2014 09/27/14 Rented $2,600 +2.0% --
08/28/2014 08/28/14 Under Contract -- -- --
08/21/2014 08/21/14 For Rent $2,550 +2.0% --
03/05/2012 03/05/12 Rented $2,500 0.0% --
02/26/2012 02/26/12 Under Contract -- -- --
02/16/2012 02/16/12 For Rent $2,500 0.0% --
02/15/2012 02/15/12 Sold $433,000 -2.5% $271 / Sq Ft
01/18/2012 01/18/12 Price Changed $444,000 -1.1% $278 / Sq Ft
07/28/2011 07/28/11 For Sale $449,000 -- $281 / 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 $6,724 $686,600 $479,624 $206,976
2024 $6,724 $673,138 $470,220 $202,918
2023 $6,568 $659,940 $461,000 $198,940
2022 $6,438 $647,000 $451,960 $195,040
2021 $6,310 $634,314 $443,098 $191,216
2020 $6,245 $627,810 $438,554 $189,256
2019 $6,122 $615,500 $429,954 $185,546
2018 $6,000 $603,432 $421,524 $181,908
2017 $5,881 $591,600 $413,258 $178,342
2016 $5,765 $580,000 $405,154 $174,846
2015 $5,153 $449,394 $277,115 $172,279
2014 $5,047 $440,591 $271,686 $168,905
Source: Public Records

Agents Affiliated with this Home

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Map

Source: California Regional Multiple Listing Service (CRMLS)

MLS Number: PW15206388

California Regional Multiple Listing Service (CRMLS)

APN: 937-897-33