NOT LISTED FOR SALE

Estimated Value: $2,308,000 - $2,706,000

4 Beds
3.5 Baths
3,872 Sq Ft
$658/Sq Ft Est. Value

Last Sold May 04, 2020

Last sale price $1,328,000 $343 Per Sq Ft

Est. 92% increase in value since last sale

Current estimated payment $15,310/month

10 Days on Market

Highlights

  • Gated with Attendant
  • Filtered Pool
  • Open Floorplan
  • Wagon Wheel Elementary School Rated A
  • Primary Bedroom Suite
  • Canyon View

About This Home

As of May 2020

Beautiful Traditional and popular plan 2 in the Valle Vista Tract in So. Coto de Caza! This updated home is approx. 3800 sq. ft. with 4 bedrooms and 3.5 baths. As you enter there are two story cathedral ceilings in the entry way, a large private executive office, an inviting living room with fireplace and formal dining room. This home has a desirable and expansive kitchen and nook area featuring added cabinetry, granite counters, stainless steel appliances and a recently added Sub Zero built-in refrigerator-freezer, a wonderful 4 seating bar with extensive woodwork, a butler pantry with extra storage in the breakfast nook and a warm family room with fireplace. These rooms capture panoramic south west facing views and this home shows bright and light! The private entertainer's backyard has an inviting pool and spa and includes a bar-be-que bar, fire pit and plenty of space for outdoor patio furniture and has low maintenance tropical landscaping, a fire pit and plenty of entertaining space for lounging and outdoor enjoyment. Upstairs is a large entertainers bonus room with a game area and covered balcony. The master suite has a fireplace and a balcony with natural views and the secondary bedrooms are ample in size and for convenience there is a laundry room on the second level. This home is "solar owned" savings thousands annually in electricity costs. Wonderfully maintained throughout with new decorator paint inside and out and wood flooring in most rooms. This is a must see!

Last Agent to Sell the Property

Nora Gallogly

Newport & Company License #01332277 Listed on: 02/28/2020

Last Buyer's Agent

Roxanne Ellison

Re/Max Real Estate Group License #02012293

Re/Max Real Estate Group

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $14,434

Year Built

  • Built in 2002

Lot Details

  • 6,727 Sq Ft Lot
  • Property fronts a private road
  • Landscaped
  • Level Lot
  • Sprinklers on Timer
  • Back and Front Yard

HOA Fees

  • $230 Monthly HOA Fees

Parking

  • 3 Car Direct Access Garage
  • Parking Available
  • Front Facing Garage
  • Tandem Garage
  • Driveway

Property Views

  • Canyon
  • Reservoir
  • Creek or Stream
  • Meadow
  • Valley

Home Design

  • Craftsman Architecture
  • Turnkey
  • Planned Development
  • Slab Foundation
  • Fire Rated Drywall
  • Interior Block Wall
  • Wood Siding
  • Copper Plumbing
  • Stone Veneer
  • Stucco

Interior Spaces

  • 3,872 Sq Ft Home
  • 2-Story Property
  • Open Floorplan
  • Built-In Features
  • Ceiling Fan
  • Recessed Lighting
  • Double Pane Windows
  • Window Screens
  • Entryway
  • Family Room with Fireplace
  • Family Room Off Kitchen
  • Living Room with Fireplace
  • Home Office
  • Bonus Room
  • Storage

Kitchen

  • Breakfast Area or Nook
  • Open to Family Room
  • Breakfast Bar
  • Walk-In Pantry
  • Double Self-Cleaning Oven
  • Electric Oven
  • Gas Cooktop
  • Range Hood
  • Microwave
  • Ice Maker
  • Dishwasher
  • Granite Countertops

Flooring

  • Wood
  • Carpet

Bedrooms and Bathrooms

  • 4 Bedrooms | 1 Main Level Bedroom
  • Fireplace in Primary Bedroom
  • Primary Bedroom Suite
  • Jack-and-Jill Bathroom
  • Maid or Guest Quarters
  • Dual Vanity Sinks in Primary Bathroom
  • Soaking Tub
  • Walk-in Shower
  • Closet In Bathroom

Laundry

  • Laundry Room
  • Laundry on upper level
  • 220 Volts In Laundry
  • Gas And Electric Dryer Hookup

Home Security

  • Carbon Monoxide Detectors
  • Fire and Smoke Detector
  • Fire Sprinkler System
  • Termite Clearance

Eco-Friendly Details

  • Solar owned by seller

Pool

  • Filtered Pool
  • Heated In Ground Pool
  • Gas Heated Pool
  • Gunite Pool
  • In Ground Spa
  • Gunite Spa

Outdoor Features

  • Balcony
  • Deck
  • Covered Patio or Porch
  • Exterior Lighting
  • Rain Gutters

Schools

  • Wagon Wheel Elementary School
  • Rancho Santa Margarita Middle School
  • Tesoro High School

Utilities

  • Two cooling system units
  • Forced Air Heating and Cooling System
  • Heating System Uses Natural Gas
  • Underground Utilities
  • 220 Volts in Kitchen
  • Sewer Paid
  • Cable TV Available

Listing and Financial Details

  • Tax Lot 119
  • Tax Tract Number 16023
  • Assessor Parcel Number 75526438

Community Details

Overview

  • Cz Master Assoc Association, Phone Number (949) 838-3294
  • Keystone Pacific HOA
  • Built by Lennar
  • Near a National Forest

Amenities

  • Picnic Area

Recreation

  • Sport Court
  • Community Playground
  • Park
  • Dog Park
  • Horse Trails
  • Hiking Trails
  • Bike Trail

Security

  • Gated with Attendant
  • Controlled Access

Home Details

Home Type

Single Family

Est. Annual Taxes

$14,434

Year Built

Built in 2002

Lot Details

0

HOA Fees

$230 per month

Parking

3

Listing Details

  • Structure Type: House
  • Assessments: Yes
  • Other Phone Description: 949-933-5079
  • Property Attached: No
  • Road Frontage Type: Private Road
  • Road Surface Type: Paved
  • Security: Carbon Monoxide Detector(s), Fire and Smoke Detection System, Fire Sprinkler System, Gated Community, Gated with Guard, Smoke Detector(s)
  • Subdivision Name Other: Valle Vista
  • View: Yes
  • Architectural Style: Craftsman
  • Property Condition: Termite Clearance, Turnkey
  • Property Sub Type: Single Family Residence
  • Property Type: Residential
  • Parcel Number: 75526438
  • Year Built: 2002
  • Special Features: None

Interior Features

  • Fireplace: Yes
  • Living Area: 3872.00 Square Feet
  • Interior Amenities: Balcony, Block Walls, Built-in Features, Ceiling Fan(s), Copper Plumbing Full, Granite Counters, Open Floorplan, Recessed Lighting, Storage
  • Stories: 2
  • Entry Location: Front
  • Common Walls: No Common Walls
  • Flooring: Carpet, Wood
  • Appliances: Yes
  • Full Bathrooms: 3
  • Full And Three Quarter Bathrooms: 3
  • Half Bathrooms: 1
  • Total Bedrooms: 4
  • Eating Area: Breakfast Counter / Bar, Breakfast Nook
  • Fireplace Features: Family Room, Living Room, Master Bedroom
  • Levels: Two
  • Main Level Bathrooms: 1
  • Main Level Bedrooms: 1
  • Price Per Square Foot: 342.98
  • Room Type: Bonus Room, Den, Entry, Family Room, Guest/Maid's Quarters, Jack & Jill, Kitchen, Laundry, Living Room, Main Floor Bedroom, Master Suite, Office, Walk-In Pantry
  • Spa Features: Private, Gunite, In Ground
  • Window Features: Double Pane Windows, Screens
  • Bathroom Features: Bathtub, Shower, Closet In Bathroom, Double Sinks In Bath(s), Double Sinks In Master Bath, Soaking Tub, Walk-In Shower
  • Room Kitchen Features: Granite Counters, Kitchen Open To Family Room, Walk-In Pantry

Exterior Features

  • Patio: Yes
  • Foundation: Slab
  • Exterior Features: Rain Gutters
  • View: Canyon, Creek/Stream, Meadow, Reservoir, Valley
  • Builder Name: Lennar
  • Patio And Porch Features: Covered, Deck
  • Pool Features: Private, Filtered, Gunite, Heated, Gas Heat, In Ground
  • Pool Private: Yes
  • Spa: Yes
  • Construction Materials: Drywall Walls, Stone Veneer, Stucco, Wood Siding

Garage/Parking

  • Attached Garage: Yes
  • Garage Spaces: 3.00
  • Parking: Yes
  • Parking Features: Direct Garage Access, Driveway, Garage, Garage Faces Front, Tandem Garage
  • Total Parking Spaces: 3.00

Utilities

  • Utilities: Cable Available, Cable Connected, Electricity Available, Electricity Connected, Natural Gas Available, Natural Gas Connected, Sewer Available, Sewer Connected, Underground Utilities, Water Available, Water Connected
  • Sprinklers: Yes
  • Heating: Yes
  • Laundry: Yes
  • Appliances: Self Cleaning Oven, Dishwasher, Double Oven, Electric Oven, Gas Cooktop, Ice Maker, Microwave, Range Hood, Refrigerator, Self Cleaning Oven
  • Electric: 220 Volts in Kitchen, 220 Volts in Laundry, Photovoltaics Seller Owned
  • Heating Type: Central, Forced Air, Natural Gas, Fireplace(s)
  • Laundry Features: Gas & Electric Dryer Hookup, Individual Room, Inside, Upper Level
  • Sewer: Public Sewer, Sewer Paid
  • Water Source: Public
  • Cooling: Central Air, Dual, Electric
  • Cooling: Yes

Condo/Co-op/Association

  • Association: Yes
  • Amenities: Picnic Area, Playground, Sport Court, Biking Trails, Hiking Trails, Horse Trails, Guard, Controlled Access
  • Association Fee: 230.00
  • Association Fee Frequency: Monthly
  • Association Name: CZ Master Assoc
  • Phone: 949-838-3294
  • Senior Community: No
  • Common Interest: Planned Development
  • Community Features: Biking, Blm/National Forest, Dog Park, Hiking, Park, Sidewalks, Storm Drains, Street Lights
  • Association Management: Keystone Pacific

Schools

  • School District: Capistrano Unified
  • Elementary School: Wagon Wheel
  • Middle School: Rancho Santa Margarita
  • High School: Tesoro
  • Elementary School: Wagon Wheel
  • High School: Tesoro
  • Middle Or Junior School: Rancho Santa Margarita
  • Elementary School #2: WAGWHE
  • High School2: TESERO

Lot Info

  • Additional Parcels: No
  • Land Lease: No
  • Lot Features: Back Yard, Front Yard, Landscaped, Lot 6500-9999, Level, Sprinkler System, Sprinklers Timer
  • Lot Size Sq Ft: 6727.00
  • Lot Size Acres: 0.1544

Multi Family

  • Lease Considered: No
  • Lot Size Area: 6727.0000 Square Feet
  • Number Of Units Total: 1

Tax Info

  • Tax Census Tract: 320.46
  • Tax Lot: 119
  • Tax Tract Number: 16023

Ownership History

Date Name Owned For Owner Type

Purchase Details

Closed on
Dec 18, 2023
Sold by
Lodge Aaron & Jennifer
Bought by
Aaron And Jennifer Lodge Family Trust and Lodge
Current Estimated Value
$2,546,973

Purchase Details

Listed on
Feb 28, 2020
Closed on
Apr 15, 2020
Sold by
Baca Steven B C De and Baca Katherine M
Bought by
Lodge Aaron and Lodge Jennifer
Seller's Agent
Nora Gallogly
Newport & Company
Buyer's Agent
Roxanne Ellison
Re/Max Real Estate Group
List Price
$1,318,400
Sold Price
$1,328,000
Premium/Discount to List
$9,600
0.73%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
11.65%
Original Mortgage
$1,193,872
Interest Rate
3.6%
Mortgage Type
New Conventional

Purchase Details

Listed on
Feb 28, 2020
Closed on
Mar 12, 2020
Sold by
Baca Steven B C De and Baca Katherine M
Bought by
Baca Steven B C De and Baca Katherine M
Seller's Agent
Nora Gallogly
Newport & Company
Buyer's Agent
Roxanne Ellison
Re/Max Real Estate Group
List Price
$1,318,400
Sold Price
$1,328,000
Premium/Discount to List
$9,600
0.73%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$1,193,872
Interest Rate
3.6%
Mortgage Type
New Conventional

Purchase Details

Closed on
Jan 10, 2019
Sold by
Baca Steven B C De and Baca Katherine M C De
Bought by
Baca Steven B C De and Baca Katherine M C De

Purchase Details

Listed on
Jul 18, 2013
Closed on
Sep 16, 2013
Sold by
Borning Gary L and Borning Judith K
Bought by
Debaca Steven B C and Debaca Katherine C
Seller's Agent
Tom Schulze
Wise Choices Realty
Buyer's Agent
Siggy Olson
Century 21 Beachside MV
List Price
$1,250,000
Sold Price
$1,250,000

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%
Original Mortgage
$980,000
Interest Rate
4.46%
Mortgage Type
New Conventional

Purchase Details

Closed on
Jun 28, 2007
Sold by
Cholas Stephen John and Cholas Victoria Ann
Bought by
Borning Gary L and Borning Judith K

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$1,180,000
Interest Rate
6.25%
Mortgage Type
Purchase Money Mortgage

Purchase Details

Closed on
Apr 9, 2002
Sold by
Lennar Homes Of California Inc
Bought by
Cholas Stephen John and Cholas Victoria Ann

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$622,450
Interest Rate
6.74%
Source: Public Records

Range of Values:

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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
Aaron And Jennifer Lodge Family Trust -- None Listed On Document
Lodge Aaron $1,328,000 First American Title Ins Co
Baca Steven B C De -- First American Title Company
Baca Steven B C De -- None Available
Debaca Steven B C $1,250,000 Nextitle
Borning Gary L $1,475,000 California Title Company
Cholas Stephen John $778,500 North American Title Co
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Previous Owner Lodge Aaron $1,193,872
Previous Owner Debaca Steven B C $65,000
Previous Owner Debaca Steven B C $980,000
Previous Owner Borning Gary L $1,180,000
Previous Owner Cholas Stephen John $150,000
Previous Owner Cholas Stephen John $620,700
Previous Owner Cholas Stephen John $622,450
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
05/04/2020 05/04/20 Sold $1,328,000 +0.7% $343 / Sq Ft
03/09/2020 03/09/20 Pending -- -- --
02/28/2020 02/28/20 For Sale $1,318,400 +5.5% $340 / Sq Ft
11/01/2013 11/01/13 Sold $1,250,000 0.0% $327 / Sq Ft
09/08/2013 09/08/13 Pending -- -- --
07/18/2013 07/18/13 For Sale $1,250,000 -- $327 / 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 $14,434 $1,452,360 $728,274 $724,086
2024 $14,434 $1,423,883 $713,994 $709,889
2023 $14,105 $1,395,964 $699,994 $695,970
2022 $13,830 $1,368,593 $686,269 $682,324
2021 $13,466 $1,341,758 $672,812 $668,946
2020 $12,819 $1,275,000 $680,228 $594,772
2019 $12,567 $1,250,000 $666,890 $583,110
2018 $12,566 $1,250,000 $666,890 $583,110
2017 $12,857 $1,250,000 $666,890 $583,110
2016 $13,029 $1,250,000 $666,890 $583,110
2015 $13,013 $1,250,000 $666,890 $583,110
2014 $13,010 $1,250,000 $666,890 $583,110
Source: Public Records

Agents Affiliated with this Home

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Map

Source: California Regional Multiple Listing Service (CRMLS)

MLS Number: OC20044889

California Regional Multiple Listing Service (CRMLS)

APN: 755-264-38