NOT LISTED FOR SALE

Estimated Value: $3,607,000 - $4,208,886

5 Beds
5.5 Baths
5,205 Sq Ft
$742/Sq Ft Est. Value

Last Sold June 28, 2021

Last sale price $2,493,000 $479 Per Sq Ft

Est. 55% increase in value since last sale

Current estimated payment $22,718/month

1 Day on Market

Highlights

  • Ocean View
  • In Ground Pool
  • Fireplace in Primary Bedroom
  • Marco Forster Middle School Rated A-
  • Primary Bedroom Suite
  • Retreat

About This Home

As of June 2021

Prestigious and highly upgraded coastal home located inside the gated community of Bal Harbour in Dana Point. This home offers stunning distant view of coastline to San Clement and wonderful Pacific ocean view. Desirable largest floorplan in Bal Harbour community. The home features four gorgeous en-suites (three on second floor and one on first floor). Upstairs bonus/entertainment room can easily convert into the fifth en-suite. Spacious master bedroom with a wide terrace looking out to the ocean and city lights view. The master suite also includes a retreat area, cozy fireplace , extra large his and her walk-in closet with built-in organizer. Fully upgraded home with designer finishes throughout, including wood plantation shutters and drapery, cabinetry, kitchen granite countertop and stainless steel appliances which includes six burners Viking stove, double oven and sub-zero refrigerator. The backyard is filled with ravishing landscapes and palm trees with a tropical resort-like mood. Fully enjoy the private pool, spa, fountains, BBQ station and Hawaiian hut style entertainment island. Great Opportunity to embrace a full luxury living. Convenient access to Dana point Harbor for whale watching excursions, sailing, kayaking, diving fishing and more await you!

Last Agent to Sell the Property

Theresa Hsu

HomeSmart, Evergreen Realty License #01387407 Listed on: 05/07/2021

HomeSmart, Evergreen Realty

Co-Listed By

Jessica Hsu

HomeSmart, Evergreen Realty License #01958680

Last Buyer's Agent

David Hearn

David Hearn, Broker License #01362865

Home Details

Home Type

  • Single Family

Year Built

  • Built in 2003

Lot Details

  • 8,833 Sq Ft Lot
  • Backyard Sprinklers

HOA Fees

  • $370 Monthly HOA Fees

Parking

  • 3 Car Attached Garage

Property Views

  • Ocean
  • Panoramic
  • City Lights
  • Mountain

Home Design

  • Planned Development

Interior Spaces

  • 5,205 Sq Ft Home
  • Wet Bar
  • Central Vacuum
  • Ceiling Fan
  • Recessed Lighting
  • Family Room with Fireplace
  • Family Room Off Kitchen
  • Dining Room
  • Laundry Room

Kitchen

  • Breakfast Area or Nook
  • Walk-In Pantry
  • Six Burner Stove
  • Dishwasher
  • Kitchen Island
  • Granite Countertops

Flooring

  • Carpet
  • Stone

Bedrooms and Bathrooms

  • 5 Bedrooms | 1 Main Level Bedroom
  • Retreat
  • Fireplace in Primary Bedroom
  • Primary Bedroom Suite
  • Walk-In Closet

Pool

  • In Ground Pool
  • In Ground Spa

Outdoor Features

  • Balcony
  • Outdoor Fireplace
  • Exterior Lighting

Location

  • Suburban Location

Utilities

  • Zoned Heating and Cooling
  • Septic Type Unknown

Listing and Financial Details

  • Tax Lot 35
  • Tax Tract Number 15405
  • Assessor Parcel Number 66853131

Community Details

Overview

  • Bal Harbour Association, Phone Number (949) 372-4047
  • Powerstone Property Mgmt HOA
  • Bal Harbour Subdivision

Security

  • Security Service
  • Resident Manager or Management On Site
  • Controlled Access

Home Details

Home Type

Single Family

Year Built

Built in 2003

Lot Details

8,833 Sq Ft Lot

HOA Fees

$370 per month

Parking

3

Listing Details

  • Structure Type: House
  • Assessments: Yes
  • Property Attached: No
  • Subdivision Name Other: Bal Harbour (BALH)
  • View: Yes
  • Property Sub Type: Single Family Residence
  • Property Type: Residential
  • Parcel Number: 66853131
  • Year Built: 2003
  • Special Features: None

Interior Features

  • Fireplace: Yes
  • Living Area: 5205.00 Square Feet
  • Interior Amenities: Balcony, Ceiling Fan(s), Granite Counters, Pantry, Recessed Lighting, Vacuum Central, Wet Bar
  • Common Walls: No Common Walls
  • Flooring: Carpet, Stone
  • Appliances: Yes
  • Full Bathrooms: 5
  • Half Bathrooms: 1
  • Total Bedrooms: 5
  • Eating Area: Breakfast Nook, Family Kitchen, Dining Room
  • Fireplace Features: Family Room, Master Bedroom, Outside
  • Levels: Two
  • Main Level Bathrooms: 2
  • Main Level Bedrooms: 1
  • Price Per Square Foot: 478.96
  • Room Type: Family Room, Laundry, Main Floor Bedroom, Master Suite, Retreat, Walk-In Closet, Walk-In Pantry
  • Spa Features: Private, In Ground
  • Room Kitchen Features: Granite Counters, Kitchen Island, Walk-In Pantry

Exterior Features

  • View: City Lights, Mountain(s), Ocean, Panoramic
  • Pool Features: Private, In Ground
  • Pool Private: Yes
  • Spa: Yes

Garage/Parking

  • Attached Garage: Yes
  • Garage Spaces: 3.00
  • Total Parking Spaces: 3.00

Utilities

  • Sprinklers: Yes
  • Heating: Yes
  • Laundry: Yes
  • Appliances: 6 Burner Stove, Dishwasher, Refrigerator
  • Heating Type: Central
  • Laundry Features: Individual Room, Inside
  • Sewer: Unknown
  • Water Source: Public
  • Cooling: Zoned
  • Cooling: Yes

Condo/Co-op/Association

  • Association: Yes
  • Amenities: Management, Security, Controlled Access
  • Association Fee: 370.00
  • Association Fee Frequency: Monthly
  • Association Name: Bal Harbour
  • Phone: 949-372-4047
  • Senior Community: No
  • Common Interest: Planned Development
  • Community Features: Curbs, Sidewalks, Street Lights, Suburban
  • Association Management: Powerstone Property Mgmt

Lot Info

  • Additional Parcels: No
  • Land Lease: No
  • Lot Features: Sprinklers In Rear
  • Lot Size Sq Ft: 8833.00
  • Lot Size Acres: 0.2028

Multi Family

  • Lease Considered: No
  • Lot Size Area: 8833.0000 Square Feet
  • Number Of Units In Community: 43
  • Number Of Units Total: 1

Tax Info

  • Tax Census Tract: 423.11
  • Tax Lot: 35
  • Tax Tract Number: 15405

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
May 7, 2021
Closed on
May 24, 2021
Sold by
Zhou Jian and Liu Jinyan
Bought by
Vargas Lance Letrec and Vargas Devon Lindsey
Seller's Agent
Theresa Hsu
HomeSmart, Evergreen Realty
Buyer's Agent
David Hearn
David Hearn, Broker
List Price
$2,488,000
Sold Price
$2,493,000
Premium/Discount to List
$5,000
0.2%
Current Estimated Value
$3,859,972

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$1,366,972
Avg. Annual Appreciation
9.81%
Original Mortgage
$1,743,000
Outstanding Balance
$1,564,389
Interest Rate
2.5%
Mortgage Type
New Conventional
Estimated Equity
$2,295,583

Purchase Details

Listed on
Jan 26, 2015
Closed on
Jun 17, 2015
Sold by
Mcgeeney Robert J and Mcgeeney Susan M
Bought by
Zhou Jian and Liu Jinyan
Seller's Agent
Giulietta Wilson
Pacific Sotheby's Int'l Realty
Buyer's Agent
Ming Li
Realty One Group West
List Price
$2,425,000
Sold Price
$2,210,919
Premium/Discount to List
-$214,081
-8.83%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
2.02%

Purchase Details

Closed on
Nov 6, 2013
Sold by
Mcgeeney Robert James and Mcgeeney Susan Marie
Bought by
Mcgeeney Robert J and Mcgeeney Susan M

Purchase Details

Closed on
Aug 18, 2003
Sold by
Makallon Dana Point Llc
Bought by
Mcgeeney Robert James and Mcgeeney Susan Marie

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$999,999
Interest Rate
4.5%
Mortgage Type
Purchase Money Mortgage
Source: Public Records

Range of Values:

--
Value Increase
--
Percent Increase
--
Adjusted for Inflation
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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
Vargas Lance Letrec $2,493,000 Fidelity Natl Ttl Orange Cnt
Zhou Jian $2,211,000 Lawyers Title Company
Mcgeeney Robert J -- None Available
Mcgeeney Robert James $1,878,500 First American Title Co
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Vargas Lance Letrec $1,743,000
Previous Owner Mcgeeney Robert James $999,999
Closed Mcgeeney Robert James $499,000
Source: Public Records

Property History

Date Event Price List to Sale Price per Sq Ft Prior Sale
06/28/2021 06/28/21 Sold $2,493,000 +0.2% $479 / Sq Ft
05/08/2021 05/08/21 Pending -- -- --
05/07/2021 05/07/21 For Sale $2,488,000 +12.5% $478 / Sq Ft
06/30/2015 06/30/15 Sold $2,210,919 -3.4% $422 / Sq Ft View Prior Sale
05/21/2015 05/21/15 Pending -- -- --
04/01/2015 04/01/15 Price Changed $2,289,000 -5.6% $437 / Sq Ft
01/26/2015 01/26/15 For Sale $2,425,000 -- $463 / 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 $29,551 $2,698,502 $1,399,685 $1,298,817
2024 $29,551 $2,645,591 $1,372,241 $1,273,350
2023 $28,718 $2,593,717 $1,345,334 $1,248,383
2022 $27,978 $2,542,860 $1,318,955 $1,223,905
2021 $26,277 $2,454,834 $1,329,081 $1,125,753
2020 $26,826 $2,429,663 $1,315,453 $1,114,210
2019 $26,256 $2,382,023 $1,289,660 $1,092,363
2018 $25,861 $2,335,317 $1,264,372 $1,070,945
2017 $24,921 $2,289,527 $1,239,580 $1,049,947
2016 $24,184 $2,244,635 $1,215,275 $1,029,360
2015 $24,025 $2,275,754 $1,449,910 $825,844
2014 -- $1,995,290 $1,239,654 $755,636
Source: Public Records

Agents Affiliated with this Home

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Map

Source: California Regional Multiple Listing Service (CRMLS)

MLS Number: OC21097557

California Regional Multiple Listing Service (CRMLS)

APN: 668-531-31

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