NOT LISTED FOR SALE

Estimated Value: $7,564,000 - $9,705,067

5 Beds
5.5 Baths
6,300 Sq Ft
$1,382/Sq Ft Est. Value

Last Sold September 25, 2014

Last sale price $5,550,000 $881 Per Sq Ft

Est. 52% increase in value since last sale

Current estimated payment $51,644/month

Highlights

  • Ocean View
  • Wine Cellar
  • Cabana
  • George White Elementary Rated A
  • Gated with Attendant
  • Primary Bedroom Suite

About This Home

As of April 2015

Architecturally significant design, with panoramic ocean & Catalina Island views. Open floor plan with 5 bedrooms, 4 bedrooms are en-suite, media room with custom Brazilian cherry wood, solid mahogany doors throughout, Venetian plaster, marble & granite slabs. See through great room with water views, custom marble wetbar & disappearing sliding glass wall of custom doors opens to lushly landscaped backyard with designer pool, spa, dining area & outdoor seating area with fireplace. Warm contemporary design with custom finishes & amenities continue through the home. 3-car garage plus parking for 11 more. End of cul-de-sac location, within guard gated community & Bear Brand Ranch. Close to 5-star resorts, beach, & shopping.

Last Agent to Rent the Property

Leslie Hauck Lunsman

Berkshire Hathaway HomeService License #01704754 Listed on: 03/04/2015

Last Renter's Agent

Suzi Dailey

Realty ONE Group West License #01746768

Realty ONE Group West

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $66,165

Year Built

  • Built in 1999

Lot Details

  • 0.54 Acre Lot
  • Cul-De-Sac
  • Landscaped
  • Sprinkler System
  • Private Yard
  • Lawn
  • Back and Front Yard

Parking

  • 3 Car Garage
  • Parking Available
  • Three Garage Doors
  • Driveway

Property Views

  • Ocean
  • Catalina
  • Panoramic

Home Design

  • Custom Home
  • Turnkey
  • Spanish Tile Roof

Interior Spaces

  • 6,300 Sq Ft Home
  • 2-Story Property
  • Open Floorplan
  • Wet Bar
  • Wired For Sound
  • Built-In Features
  • Crown Molding
  • High Ceiling
  • Recessed Lighting
  • Double Pane Windows
  • Wine Cellar
  • Great Room with Fireplace
  • Family Room Off Kitchen
  • Dining Room
  • Home Office
  • Bonus Room
  • Home Security System

Kitchen

  • Breakfast Bar
  • Walk-In Pantry
  • Double Oven
  • Electric Oven
  • Six Burner Stove
  • Range Hood
  • Microwave
  • Freezer
  • Water Line To Refrigerator
  • Dishwasher
  • Kitchen Island
  • Granite Countertops
  • Trash Compactor
  • Disposal

Flooring

  • Wood
  • Carpet
  • Stone

Bedrooms and Bathrooms

  • 5 Bedrooms
  • Main Floor Bedroom
  • Primary Bedroom Suite
  • Walk-In Closet

Laundry

  • Laundry Room
  • Dryer
  • Washer

Pool

  • Cabana
  • Heated In Ground Pool
  • Saltwater Pool
  • Waterfall Pool Feature
  • Heated Spa
  • In Ground Spa

Outdoor Features

  • Balcony
  • Deck
  • Wrap Around Porch
  • Patio
  • Outdoor Fireplace
  • Exterior Lighting
  • Outdoor Grill
  • Rain Gutters

Utilities

  • Forced Air Heating and Cooling System

Community Details

  • Property has a Home Owners Association
  • Laundry Facilities
  • Gated with Attendant

Listing and Financial Details

  • Security Deposit $12,000
  • Rent includes association dues, gardener, pool, water
  • 12-Month Minimum Lease Term
  • Available 3/15/14
  • Tax Lot 28
  • Tax Tract Number 12026
  • Assessor Parcel Number 67358116

Home Details

Home Type

Single Family

Est. Annual Taxes

$66,165

Year Built

Built in 1999

Lot Details

0

Parking

3

Rental Info

  • Available Date: 2014-03-15
  • Credit Check: Yes
  • Credit Check Paid By: Tenant
  • Deposit Security: 12000
  • Furnished: Unfurnished
  • Pets Allowed: Call
  • Transfer Fee Paid By: Owner

Listing Details

  • Inclusions: Pool & spa service, gardener, water & HOA dues
  • Property Attached: No
  • Road Frontage Type: City Street
  • Road Surface Type: Maintained
  • Security: Gated Community, Gated with Guard, Security System
  • Subdivision Name Other: Bear Brand Ranch Custom (BBR)
  • View: Yes
  • Architectural Style: Custom Built
  • Property Condition: Turnkey
  • Property Sub Type: Single Family Residence
  • Property Type: Residential Lease
  • Parcel Number: 67358116
  • Year Built: 1999
  • Special Features: None

Interior Features

  • Fireplace: Yes
  • Living Area: 6300.00
  • Interior Amenities: Built-in Features, Balcony, Crown Molding, Granite Counters, High Ceilings, Open Floorplan, Pantry, Recessed Lighting, Stone Counters, Wired for Sound, Wet Bar
  • Stories: 2
  • Common Walls: No Common Walls
  • Flooring: Carpet, Stone, Wood
  • Appliances: Yes
  • Full Bathrooms: 5
  • Full And Three Quarter Bathrooms: 5
  • One Quarter Bathrooms: 1
  • Total Bedrooms: 5
  • Eating Area: Breakfast Counter / Bar, Family Kitchen, Dining Room
  • Fireplace Features: Great Room, Outside
  • Levels: Two
  • Price Per Square Foot: 1.90
  • Room Type: Bonus Room, Family Room, Great Room, Main Floor Bedroom, Master Suite, Walk-In Pantry, Walk-In Closet, Office, Wine Cellar
  • Spa Features: Heated, In Ground, Private
  • Window Features: Double Pane Windows
  • Room Kitchen Features: Kitchen Island

Exterior Features

  • Patio: Yes
  • Exterior Features: Rain Gutters
  • View: Catalina, Ocean, Panoramic, Water
  • Patio And Porch Features: Cabana, Covered, Concrete, Deck, Porch, Wrap Around
  • Pool Features: Heated, In Ground, Private, Salt Water, Waterfall
  • Pool Private: Yes
  • Roof: Spanish Tile
  • Spa: Yes

Garage/Parking

  • Attached Garage: No
  • Garage Spaces: 3.00
  • Parking: Yes
  • Parking Features: Driveway, Garage, Garage - Three Door
  • Total Parking Spaces: 14.00

Utilities

  • Utilities: Sewer Connected, Sewer Available
  • Heating: Yes
  • Laundry: Yes
  • Appliances: 6 Burner Stove, Barbecue, Double Oven, Dishwasher, Electric Oven, Freezer, Disposal, Range Hood, Microwave, Trash Compactor, Water Line to Refrigerator
  • Heating Type: Forced Air
  • Laundry Features: Common Area, Dryer Included, Gas & Electric Dryer Hookup, Inside, Individual Room, Washer Included
  • Water Source: Public
  • Cooling: Central Air
  • Cooling: Yes

Condo/Co-op/Association

  • Association: Yes
  • Amenities: Guard
  • Association Fee Frequency: Monthly
  • Senior Community: No
  • Community Features: Curbs, Sidewalks, Street Lights

Schools

  • School District: Capistrano Unified

Lot Info

  • Lot Features: Back Yard, Cul-De-Sac, Front Yard, Lawn, Landscaped, Lot 20000-39999 Sqft, Sprinkler System, Yard
  • Lot Size Sq Ft: 23601.00
  • Lot Size Acres: 0.5420

Multi Family

  • Insurance Water Furniture: Yes
  • Lease Term: 12 Months
  • Lot Size Area: 23601.0000 Square Feet
  • Number Of Units In Community: 1
  • Number Of Units Total: 1
  • Rent Includes: Association Dues, Gardener, Pool, Water

Tax Info

  • Tax Lot: 28
  • Tax Tract Number: 12026

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Jul 22, 2014
Closed on
Sep 23, 2014
Sold by
Utterbach Tracy Lee
Bought by
Huang Xinhong
Seller's Agent
Kindy Slagle
Coldwell Banker Realty
Buyer's Agent
Leslie Hauck Lunsman
Berkshire Hathaway HomeService
List Price
$5,788,000
Sold Price
$5,550,000
Premium/Discount to List
-$238,000
-4.11%
Current Estimated Value
$8,425,355

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$2,875,355
Avg. Annual Appreciation
3.36%

Purchase Details

Closed on
Feb 23, 2009
Sold by
E B A Capital Group Llc
Bought by
Utterbach Tracy Lee and Utterbach Darrell Lee

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$3,528,000
Interest Rate
4.95%
Mortgage Type
Purchase Money Mortgage

Purchase Details

Closed on
Sep 21, 2006
Sold by
Alexander Robert J and Alexander Ellen Bellandi
Bought by
E B A Capital Group Llc

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$1,000,000
Interest Rate
6.43%
Mortgage Type
Credit Line Revolving

Purchase Details

Closed on
Jun 19, 2006
Sold by
Reese David
Bought by
Alexander Robert J and Alexander Ellen Bellandi

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$1,750,000
Interest Rate
6.25%
Mortgage Type
Purchase Money Mortgage

Purchase Details

Closed on
Dec 7, 2004
Sold by
Reese David A
Bought by
Reese David and The Reese Revocable Living Trust

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$1,000,000
Interest Rate
5.7%
Mortgage Type
Credit Line Revolving

Purchase Details

Closed on
Feb 7, 1997
Sold by
Meeks Betty L
Bought by
Reese David A

Purchase Details

Closed on
May 16, 1996
Sold by
Finch Barrett J and Finch Sherri Anne
Bought by
Meeks Betty L
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
Huang Xinhong $5,550,000 Chicago Title Insurance
Utterbach Tracy Lee $5,040,000 Chicago Title Company
E B A Capital Group Llc -- Accommodation
Alexander Robert J $4,600,000 Southland Title Company
Reese David -- --
Reese David A -- Chicago Title Co
Meeks Betty L $585,000 Guardian Title Company
Meeks Betty L -- Guardian Title Company
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Previous Owner Utterbach Tracy Lee $3,528,000
Previous Owner Alexander Robert J $1,000,000
Previous Owner Alexander Robert J $1,750,000
Previous Owner Reese David $2,250,000
Previous Owner Reese David A $250,000
Previous Owner Reese David A $1,000,000
Previous Owner Reese David A $1,000,000
Previous Owner Reese David A $575,000
Previous Owner Reese David A $250,000
Previous Owner Reese David A $630,000
Previous Owner Reese David A $400,000
Previous Owner Reese David A $250,000
Previous Owner Reese David A $400,000
Previous Owner Reese David A $525,000
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
03/04/2015 03/04/15 Rented $12,000 0.0% --
03/04/2015 03/04/15 For Rent $12,000 0.0% --
09/25/2014 09/25/14 Sold $5,550,000 -4.1% $881 / Sq Ft
07/22/2014 07/22/14 For Sale $5,788,000 -- $919 / 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 $66,165 $6,670,265 $4,344,161 $2,326,104
2024 $66,165 $6,539,476 $4,258,981 $2,280,495
2023 $64,763 $6,411,251 $4,175,471 $2,235,780
2022 $63,530 $6,285,541 $4,093,599 $2,191,942
2021 $62,306 $6,162,296 $4,013,333 $2,148,963
2020 $61,685 $6,099,110 $3,972,181 $2,126,929
2019 $61,666 $5,979,520 $3,894,295 $2,085,225
2018 $61,845 $5,862,275 $3,817,936 $2,044,339
2017 $60,091 $5,747,329 $3,743,075 $2,004,254
2016 $60,478 $5,634,637 $3,669,682 $1,964,955
2015 $58,448 $5,550,000 $3,614,560 $1,935,440
2014 $44,926 $4,270,080 $2,400,977 $1,869,103
Source: Public Records

Agents Affiliated with this Home

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Map

Source: California Regional Multiple Listing Service (CRMLS)

MLS Number: NP15046355

California Regional Multiple Listing Service (CRMLS)

APN: 673-581-16