Seller's Agent in 2019
Kathryn Samuel
Compass
(949) 444-1674
52 in this area
82 Total Sales
55 Palm Beach Ct Dana Point, CA 92629
Monarch Beach NeighborhoodEstimated Value: $1,590,000 - $2,412,000
3
Beds
2
Baths
1,641
Sq Ft
$1,287/Sq Ft
Est. Value
Highlights
- Ocean View
- Primary Bedroom Suite
- Gated Community
- Marco Forster Middle School Rated A-
- Ocean Side of Freeway
- Fireplace in Primary Bedroom
About This Home
As of August 2019Ocean, Catalina and Coastline views are the focal point from the gated beach close enclave of Regatta. Enter to a welcoming courtyard with a mature tropical palm and step into a striking floor plan. Starting with the entry, dining room and kitchen the home branches out from there. The dining room is spacious and is adjacent to a quaint chef-only kitchen with a walk in pantry. Beyond is the ocean view living room with an abundance of windows and a great feeling of light and space. Off the living room is a spacious entertainer’s view deck which is the perfect place to catch a Catalina sunset with a glass of wine relaxing with family or to start an evening with friends. At the front of the home are 2 guest bedrooms, each with great morning light and private access to a shared deck, and the guest bath. On the lower level is the master suite. With a large door to the patio and yard. The master is light and bright and has a dual sink vanity bath with an enormous skylight. Ocean and sunset views can be enjoyed from the master as well and stepping onto the patio - a perfect spot to relax with a good book. Wrapping around the home the patio has plenty of room for multiple seating areas for entertaining. Enjoy the convenience of a direct entry 2 car attached garage. Walk to the Strand Beach,Dana Point Harbor, downtown Dana Point, world class resorts and shops, dining and entertainment.
Home Details
Home Type
- Single Family
Year Built
- Built in 1986
Lot Details
- 2,790 Sq Ft Lot
- Cul-De-Sac
- Northeast Facing Home
- Fenced
- Stucco Fence
- Landscaped
- Paved or Partially Paved Lot
- Corners Of The Lot Have Been Marked
- Lot Has A Rolling Slope
- Sprinkler System
- Private Yard
- Back and Front Yard
- Zero Lot Line
HOA Fees
- $250 Monthly HOA Fees
Parking
- 2 Car Direct Access Garage
- 2 Open Parking Spaces
- Parking Available
- Front Facing Garage
- Single Garage Door
- Garage Door Opener
- Driveway
Property Views
- Ocean
- Coastline
- Catalina
- Panoramic
- City Lights
- Hills
- Neighborhood
Home Design
- Mediterranean Architecture
- Patio Home
- Entry on the 2nd floor
- Frame Construction
- Tile Roof
- Stucco
Interior Spaces
- 1,641 Sq Ft Home
- 4-Story Property
- Built-In Features
- Bar
- Cathedral Ceiling
- Skylights
- Entryway
- Family Room Off Kitchen
- Living Room with Fireplace
- Living Room with Attached Deck
- Living Room Balcony
- Dining Room
Kitchen
- Open to Family Room
- Electric Oven
- Electric Cooktop
- Microwave
- Freezer
- Dishwasher
- Tile Countertops
- Trash Compactor
- Disposal
Flooring
- Concrete
- Tile
Bedrooms and Bathrooms
- 3 Bedrooms
- Fireplace in Primary Bedroom
- Primary Bedroom Suite
- Walk-In Closet
- 2 Full Bathrooms
- Tile Bathroom Countertop
- Dual Vanity Sinks in Primary Bathroom
- Soaking Tub
- Bathtub with Shower
- Separate Shower
- Exhaust Fan In Bathroom
Laundry
- Laundry Room
- Laundry in Garage
Home Security
- Carbon Monoxide Detectors
- Fire and Smoke Detector
Outdoor Features
- Ocean Side of Freeway
- Patio
- Exterior Lighting
- Rain Gutters
- Wrap Around Porch
Location
- Suburban Location
Schools
- R.H. Dana Elementary School
- Forster Middle School
- Dana Hills High School
Utilities
- Central Heating
- Sewer Paid
- Phone Available
- Cable TV Available
Listing and Financial Details
- Tax Lot 2
- Tax Tract Number 11684
- Assessor Parcel Number 67242104
Community Details
Overview
- Regatta HOA, Phone Number (949) 581-4988
- Accell Pm HOA
- New York
- Maintained Community
Recreation
- Community Pool
Security
- Controlled Access
- Gated Community
Ownership History
Date
Name
Owned For
Owner Type
Purchase Details
Closed on
Aug 1, 2023
Sold by
Fortun Fred M
Bought by
Fred M Fortun Trust and Fortun
Current Estimated Value
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$500,000
Outstanding Balance
$488,307
Interest Rate
6.67%
Mortgage Type
Credit Line Revolving
Estimated Equity
$1,624,255
Purchase Details
Closed on
Sep 16, 2020
Sold by
Fortun Fred M
Bought by
Fortun Fred M and The Fred M Fortun Trust
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$754,500
Interest Rate
2.8%
Mortgage Type
New Conventional
Purchase Details
Closed on
Apr 20, 2020
Sold by
Fortun Fred
Bought by
Fortun Fred M and The Fred M Fortun Trust
Purchase Details
Listed on
Jul 9, 2019
Closed on
Jul 19, 2019
Sold by
Levante James and Levante Cheryl
Bought by
Fortun Fred
Seller's Agent
Kathryn Samuel
Compass
Buyer's Agent
Kathryn Samuel
Compass
List Price
$979,000
Sold Price
$954,000
Premium/Discount to List
-$25,000
-2.55%
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
12.90%
Original Mortgage
$763,200
Interest Rate
3.8%
Mortgage Type
New Conventional
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Home Values in the Area
Average Home Value in this Area
Purchase History
| Date | Buyer | Sale Price | Title Company |
|---|---|---|---|
| Fred M Fortun Trust | -- | California Best Title | |
| Fortun Fred M | -- | California Best Title | |
| Fortun Fred M | -- | First American Title Company | |
| Fortun Fred M | -- | First American Title | |
| Fortun Fred M | -- | None Available | |
| Fortun Fred | $954,000 | First American Title Company |
Source: Public Records
Mortgage History
| Date | Status | Borrower | Loan Amount |
|---|---|---|---|
| Open | Fortun Fred M | $500,000 | |
| Previous Owner | Fortun Fred M | $754,500 | |
| Previous Owner | Fortun Fred | $763,200 |
Source: Public Records
Property History
| Date | Event | Price | List to Sale | Price per Sq Ft |
|---|---|---|---|---|
| 08/28/2019 08/28/19 | Sold | $954,000 | -2.6% | $581 / Sq Ft |
| 07/17/2019 07/17/19 | Pending | -- | -- | -- |
| 07/09/2019 07/09/19 | For Sale | $979,000 | -- | $597 / 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 | $12,151 | $1,043,336 | $769,490 | $273,846 |
| 2024 | $12,151 | $1,022,879 | $754,402 | $268,477 |
| 2023 | $11,530 | $1,002,823 | $739,610 | $263,213 |
| 2022 | $11,203 | $983,160 | $725,108 | $258,052 |
| 2021 | $10,969 | $963,883 | $710,890 | $252,993 |
| 2020 | $10,847 | $954,000 | $703,601 | $250,399 |
| 2019 | $8,126 | $688,120 | $431,847 | $256,273 |
| 2018 | $7,984 | $674,628 | $423,379 | $251,249 |
| 2017 | $7,777 | $661,400 | $415,077 | $246,323 |
| 2016 | $7,584 | $648,432 | $406,938 | $241,494 |
| 2015 | $7,266 | $638,692 | $400,825 | $237,867 |
| 2014 | $7,144 | $626,181 | $392,973 | $233,208 |
Source: Public Records
Agents Affiliated with this Home
-
Kathryn Samuel
Map
Source: California Regional Multiple Listing Service (CRMLS)
MLS Number: LG19157761
APN: 672-421-04
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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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