NOT LISTED FOR SALE

Estimated Value: $3,024,000 - $3,801,000

3 Beds
3.5 Baths
4,349 Sq Ft
$797/Sq Ft Est. Value

Last Sold July 17, 2023

Last sale price $2,700,000 $621 Per Sq Ft

Est. 32% increase in value since last sale

Current estimated payment $21,381/month

78 Days on Market

Highlights

  • Ocean View
  • Private Pool
  • Gated Community
  • Marco Forster Middle School Rated A-
  • Primary Bedroom Suite
  • Open Floorplan

About This Home

As of July 2023

Beautiful ocean views and a spacious corner lot make this stellar home in Dana Point’s exclusive Bal Harbour gated community highly sought-after. This property showcases 4349 SF of interior living space with custom millwork, built-ins and traditional details like wide-plank shutters accenting the home. The four bedrooms are situated on the upper level, with an owner’s suite as a true oasis. It offers a private balcony, fireplace, expansive spa-style bathroom and large walk-in closet. The main level boasts warm wood floors, formal living/dining space, and a large and inviting gourmet kitchen flowing through to the great room, complete with a functional and charming Dutch door. Step outside to a personal resort, complete with a covered patio, pool, spa, built-in BBQ, and lush mature foliage for added privacy and tranquility. In addition, there is a large grassy side yard. This home is perched on a hillside just minutes from Doheny Beach and Dana Point Harbor. Excellent schools, restaurants and shopping are easily accessible from this ideal location.

Last Agent to Sell the Property

Ariana Gaffoglio

Plus Real Estate License #01904201 Listed on: 03/08/2023

Last Buyer's Agent

Bryan Gerlach

Engel & Völkers Dana Point License #01906646

Engel & Völkers Dana Point

Home Details

Home Type

  • Single Family

Year Built

  • Built in 2003

Lot Details

  • 8,418 Sq Ft Lot
  • Private Yard
  • Back and Front Yard

HOA Fees

  • $370 Monthly HOA Fees

Parking

  • 3 Car Direct Access Garage
  • Parking Available
  • Driveway

Property Views

  • Ocean
  • Coastline
  • City Lights
  • Peek-A-Boo
  • Hills

Home Design

  • Turnkey

Interior Spaces

  • 4,349 Sq Ft Home
  • Open Floorplan
  • Built-In Features
  • Crown Molding
  • French Doors
  • Formal Entry
  • Family Room with Fireplace
  • Family Room Off Kitchen
  • Living Room with Fireplace
  • Living Room Balcony
  • Dining Room
  • Bonus Room

Kitchen

  • Open to Family Room
  • Eat-In Kitchen
  • Breakfast Bar
  • Six Burner Stove
  • Microwave
  • Freezer
  • Dishwasher
  • Kitchen Island
  • Granite Countertops

Bedrooms and Bathrooms

  • 3 Bedrooms
  • Fireplace in Primary Bedroom
  • Fireplace in Primary Bedroom Retreat
  • All Upper Level Bedrooms
  • Primary Bedroom Suite
  • Walk-In Closet
  • Dual Vanity Sinks in Primary Bathroom
  • Soaking Tub
  • Bathtub with Shower
  • Separate Shower

Laundry

  • Laundry Room
  • Laundry in Kitchen

Pool

  • Private Pool
  • Spa

Outdoor Features

  • Exterior Lighting
  • Outdoor Grill

Utilities

  • Central Air
  • Septic Type Unknown

Listing and Financial Details

  • Tax Lot 11
  • Tax Tract Number 15405
  • Assessor Parcel Number 66853116

Community Details

Overview

  • Association Phone (949) 338-1503
  • Bal Harbour Subdivision

Security

  • Gated Community

Home Details

Home Type

Single Family

Year Built

Built in 2003

Lot Details

0

HOA Fees

$370 per month

Parking

3

Listing Details

  • Structure Type: House
  • Assessments: No
  • Property Attached: No
  • Security: Gated Community
  • Subdivision Name Other: Bal Harbour (BALH)
  • View: Yes
  • Property Condition: Turnkey
  • Property Sub Type: Single Family Residence
  • Property Type: Residential
  • Parcel Number: 66853116
  • Year Built: 2003
  • Special Features: None

Interior Features

  • Fireplace: Yes
  • Living Area: 4349.00 Square Feet
  • Interior Amenities: Built-in Features, Crown Molding, Granite Counters, Living Room Balcony, Open Floorplan
  • Common Walls: No Common Walls
  • Appliances: Yes
  • Full Bathrooms: 3
  • Half Bathrooms: 1
  • Total Bedrooms: 3
  • Door Features: French Doors
  • Eating Area: Area, Breakfast Counter / Bar, Family Kitchen, Dining Room
  • Fireplace Features: Family Room, Living Room, Master Bedroom, Master Retreat
  • Levels: Two
  • Main Level Bathrooms: 1
  • Price Per Square Foot: 620.83
  • Room Type: All Bedrooms Up, Bonus Room, Entry, Family Room, Formal Entry, Kitchen, Laundry, Living Room, Master Bathroom, Master Bedroom, Master Suite, Walk-In Closet
  • Spa Features: Private
  • Bathroom Features: Bathtub, Shower, Shower In Tub, Double Sinks In Master Bath, Separate Tub And Shower, Soaking Tub
  • Room Kitchen Features: Kitchen Island, Kitchen Open To Family Room

Exterior Features

  • Exterior Features: Barbecue Private
  • View: City Lights, Coastline, Hills, Ocean, Peek-A-Boo
  • Pool Features: Private
  • Pool Private: Yes
  • Spa: Yes

Garage/Parking

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

Utilities

  • Laundry: Yes
  • Appliances: 6 Burner Stove, Dishwasher, Freezer, Microwave, Refrigerator
  • Laundry Features: In Kitchen, Individual Room, Inside
  • Sewer: Unknown
  • Cooling: Central Air
  • Cooling: Yes

Condo/Co-op/Association

  • Association: Yes
  • Association Fee: 370.00
  • Association Fee Frequency: Monthly
  • Association Name: HOA
  • Phone: 949.338.1503
  • Senior Community: No
  • Community Features: Curbs, Sidewalks, Street Lights
  • Association Management: HOA

Lot Info

  • Additional Parcels: No
  • Land Lease: No
  • Lot Features: Back Yard, Front Yard, Yard
  • Lot Size Sq Ft: 8418.00
  • Lot Size Acres: 0.1933

Multi Family

  • Lease Considered: No
  • Lot Size Area: 8418.0000 Square Feet
  • Number Of Units Total: 1

Tax Info

  • Tax Census Tract: 423.11
  • Tax Lot: 11
  • Tax Tract Number: 15405

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Mar 8, 2023
Closed on
May 25, 2023
Sold by
Gonzalez Emilio
Bought by
Peddie David and Peddie Rachel
Seller's Agent
Ariana Gaffoglio
Plus Real Estate
Buyer's Agent
Bryan Gerlach
Engel & Völkers Dana Point
List Price
$2,995,000
Sold Price
$2,700,000
Premium/Discount to List
-$295,000
-9.85%
Views
91
Current Estimated Value
$3,564,619

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$864,619
Avg. Annual Appreciation
10.40%
Original Mortgage
$2,160,000
Interest Rate
6.79%
Mortgage Type
New Conventional

Purchase Details

Closed on
Apr 10, 2023
Sold by
Gonzalez Lavonne
Bought by
Gonzalez Emilio

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$2,160,000
Interest Rate
6.79%
Mortgage Type
New Conventional

Purchase Details

Closed on
Aug 10, 2010
Sold by
Lapis Trust #7
Bought by
Gonzalez Emilio and Gonzalez Lavonne

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$1,450,000
Interest Rate
4.52%
Mortgage Type
Purchase Money Mortgage

Purchase Details

Closed on
Jun 25, 2010
Sold by
Luedtke Casey J
Bought by
Lapis Trust #7 and T D Bancorp

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$1,450,000
Interest Rate
4.52%
Mortgage Type
Purchase Money Mortgage

Purchase Details

Closed on
Sep 8, 2005
Sold by
Spinelli Robert J and Spinelli Tracey A
Bought by
Luedtke Casey

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$1,800,000
Interest Rate
5.12%
Mortgage Type
Purchase Money Mortgage

Purchase Details

Closed on
May 5, 2004
Sold by
Spinelli Robert Joseph and Spinelli Tracey Ann
Bought by
Spinelli Robert J and Spinelli Tracey A

Purchase Details

Closed on
Jan 7, 2003
Sold by
Makallon Dana Point Llc
Bought by
Spinelli Robert Joseph and Spinelli Tracey Ann

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$878,500
Interest Rate
5.54%
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
Peddie David $2,700,000 Orange Coast Title Company
Gonzalez Emilio -- Lawyers Title Company
Gonzalez Emilio $1,420,000 First American Title Company
Lapis Trust #7 $1,249,000 None Available
Luedtke Casey $2,250,000 Ticor Title
Spinelli Robert J -- --
Spinelli Robert Joseph $1,256,500 First American Title Co
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Previous Owner Peddie David $2,160,000
Previous Owner Gonzalez Emilio $1,450,000
Previous Owner Luedtke Casey $1,800,000
Previous Owner Spinelli Robert Joseph $878,500
Source: Public Records

Property History

Date Event Price List to Sale Price per Sq Ft
07/17/2023 07/17/23 Sold $2,700,000 -6.7% $621 / Sq Ft
05/25/2023 05/25/23 Pending -- -- --
04/03/2023 04/03/23 Price Changed $2,895,000 -3.3% $666 / Sq Ft
03/08/2023 03/08/23 For Sale $2,995,000 -- $689 / 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 $29,998 $2,754,000 $1,576,788 $1,177,212
2024 $29,998 $2,700,000 $1,545,870 $1,154,130
2023 $20,303 $1,748,623 $732,624 $1,015,999
2022 $20,166 $1,714,337 $718,259 $996,078
2021 $19,457 $1,680,723 $704,175 $976,548
2020 $18,941 $1,663,490 $696,955 $966,535
2019 $18,645 $1,630,873 $683,289 $947,584
2018 $18,096 $1,598,896 $669,892 $929,004
2017 $17,400 $1,567,546 $656,757 $910,789
2016 $17,003 $1,536,810 $643,879 $892,931
2015 $16,314 $1,513,726 $634,207 $879,519
2014 $16,021 $1,484,075 $621,784 $862,291
Source: Public Records

Agents Affiliated with this Home

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Map

Source: California Regional Multiple Listing Service (CRMLS)

MLS Number: NP23039297

California Regional Multiple Listing Service (CRMLS)

APN: 668-531-16