NOT LISTED FOR SALE

Estimated Value: $3,331,384 - $3,723,000

4 Beds
4.5 Baths
4,349 Sq Ft
$810/Sq Ft Est. Value

Last Sold December 21, 2020

Last sale price $1,995,000 $459 Per Sq Ft

Est. 77% increase in value since last sale

Current estimated payment $21,050/month

63 Days on Market

Highlights

  • 3 Car Direct Access Garage
  • Primary Bedroom Suite
  • Peek-A-Boo Views
  • Marco Forster Middle School Rated A-
  • Gated Community
  • Fireplace in Primary Bedroom

About This Home

As of December 2020

Where you live has never mattered more. Ocean breezes, and a refined coastal lifestyle await you behind the gates of Bal Harbour – Dana Point’s hidden gem. Minutes away from the area’s finest beaches, restaurants and resorts, this sophisticated residence blends elegant traditional styling and a warm palette with a seamless, open floor plan & light-filled interior. As you enter through the etched glass double doors and dramatic two-story foyer, you’ll immediately notice the upgraded finishes, including walnut floors, decorative moldings & striking mill work. The living room/dining room combination has a large sitting area, fireplace, and French doors that open to the very private, park-like backyard with an outdoor fireplace. The kitchen—an entertainer’s dream—is beautifully upgraded and equipped with commercial grade stainless steel appliances, a island with counter seating and large family room with a fireplace. The master suite is a world apart with its own private deck, fireplace, huge walk-in closet and grand master bathroom. Added highlights include an office and three secondary bedrooms, all featuring their own private bath. Delight in the peek-a-boo coastline view from upstairs, and enough garage and driveway parking for 5 vehicles. Nearby the area’s best schools & walking distance to the renovated downtown area, this luxurious home provides a great opportunity to live a coastal lifestyle at its best! $126,000 PRICE REDUCTION. SELLER IS READY TO MOVE!

Last Agent to Sell the Property

Giulietta Wilson

Pacific Sotheby's Int'l Realty License #01180243 Listed on: 09/01/2020

Pacific Sotheby's Int'l Realty

Co-Listed By

Cheryl Plumley

Pacific Sotheby's Int'l Realty License #01955478

Last Buyer's Agent

Melissa Esnal Olguin

The Agency License #02068126

The Agency

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $23,949

Year Built

  • Built in 2003

Lot Details

  • 9,341 Sq Ft Lot
  • Brick Fence
  • Fence is in good condition
  • Density is up to 1 Unit/Acre

HOA Fees

  • $370 Monthly HOA Fees

Parking

  • 2 Open Parking Spaces
  • 3 Car Direct Access Garage
  • Parking Available
  • Two Garage Doors
  • Garage Door Opener
  • Driveway
  • Automatic Gate

Home Design

  • Entry on the 1st floor
  • Turnkey
  • Planned Development
  • Slab Foundation
  • Concrete Roof

Interior Spaces

  • 4,349 Sq Ft Home
  • 2-Story Property
  • Built-In Features
  • Chair Railings
  • Crown Molding
  • Wainscoting
  • Two Story Ceilings
  • Recessed Lighting
  • Gas Fireplace
  • Double Pane Windows
  • Plantation Shutters
  • Drapes & Rods
  • Blinds
  • Casement Windows
  • Window Screens
  • Double Door Entry
  • French Doors
  • Family Room with Fireplace
  • Family Room Off Kitchen
  • Living Room with Fireplace
  • Dining Room
  • Home Office
  • Storage
  • Peek-A-Boo Views

Kitchen

  • Open to Family Room
  • Breakfast Bar
  • Walk-In Pantry
  • Double Oven
  • Six Burner Stove
  • Gas Cooktop
  • Microwave
  • Kitchen Island
  • Granite Countertops

Flooring

  • Wood
  • Carpet

Bedrooms and Bathrooms

  • 4 Bedrooms
  • Fireplace in Primary Bedroom
  • All Upper Level Bedrooms
  • Primary Bedroom Suite
  • Walk-In Closet
  • Makeup or Vanity Space
  • Bidet
  • Dual Vanity Sinks in Primary Bathroom
  • Private Water Closet
  • Soaking Tub
  • Bathtub with Shower
  • Separate Shower
  • Linen Closet In Bathroom
  • Closet In Bathroom

Laundry

  • Laundry Room
  • 220 Volts In Laundry

Home Security

  • Alarm System
  • Carbon Monoxide Detectors
  • Fire and Smoke Detector

Outdoor Features

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

Schools

  • R.H. Dana Elementary School
  • Marco Forester Middle School
  • Dana Hills High School

Utilities

  • Zoned Heating and Cooling
  • Natural Gas Connected
  • High-Efficiency Water Heater
  • Cable TV Available

Listing and Financial Details

  • Tax Lot 36
  • Tax Tract Number 15405
  • Assessor Parcel Number 66853140

Community Details

Overview

  • Bal Harbour Association, Phone Number (949) 367-9430
  • Crummack Huseby Property Management HOA
  • Built by Capital Pacific Homes
  • Bal Harbour Subdivision, Plan 3

Recreation

  • Park
  • Hiking Trails

Security

  • Security Service
  • Controlled Access
  • Gated Community

Home Details

Home Type

Single Family

Est. Annual Taxes

$23,949

Year Built

Built in 2003

Lot Details

0

HOA Fees

$370 per month

Parking

3

Listing Details

  • Structure Type: House
  • Assessments: Yes
  • Property Attached: No
  • Security: Automatic Gate, Carbon Monoxide Detector(s), Fire and Smoke Detection System, Gated Community, Security System, Smoke Detector(s), Wired for Alarm System
  • Subdivision Name Other: Bal Harbour (BALH)
  • View: Yes
  • Property Condition: Turnkey
  • Property Sub Type: Single Family Residence
  • Property Type: Residential
  • Parcel Number: 66853140
  • Year Built: 2003
  • Special Features: None

Interior Features

  • Fireplace: Yes
  • Living Area: 4349.00 Square Feet
  • Interior Amenities: Balcony, Built-in Features, Chair Railings, Crown Molding, Granite Counters, High Ceilings, Pantry, Recessed Lighting, Storage, Two Story Ceilings, Wainscoting
  • Stories: 2
  • Entry Location: 1
  • Common Walls: No Common Walls
  • Flooring: Carpet, Wood
  • Appliances: Yes
  • Full Bathrooms: 4
  • Full And Three Quarter Bathrooms: 4
  • Half Bathrooms: 1
  • Total Bedrooms: 4
  • Door Features: Double Door Entry, French Doors
  • Eating Area: Breakfast Counter / Bar, Family Kitchen, Dining Room
  • Entry Level: 1
  • Fireplace Features: Family Room, Living Room, Master Bedroom, Outside, Gas
  • Levels: Two
  • Main Level Bathrooms: 1
  • Price Per Square Foot: 458.73
  • Room Type: All Bedrooms Up, Family Room, Formal Entry, Foyer, Kitchen, Laundry, Living Room, Master Suite, Office, Separate Family Room, Walk-In Closet, Walk-In Pantry
  • Window Features: Blinds, Casement Windows, Double Pane Windows, Drapes, Plantation Shutters, Screens
  • Bathroom Features: Bathtub, Bidet, Shower, Shower In Tub, Closet In Bathroom, Double Sinks In Bath(s), Double Sinks In Master Bath, Linen Closet/Storage, Privacy Toilet Door, Separate Tub And Shower, Soaking Tub, Vanity Area, Walk-In Shower
  • Room Kitchen Features: Granite Counters, Kitchen Island, Kitchen Open To Family Room

Exterior Features

  • Patio: Yes
  • Foundation: Slab
  • Other Structures: Second Garage Attached
  • Exterior Features: Lighting, Rain Gutters
  • View: Peek-A-Boo
  • Fence: Yes
  • Fencing: Brick, Good Condition
  • Builder Name: Capital Pacific Homes
  • Patio And Porch Features: Covered, Deck, Patio, Patio Open, Front Porch
  • Pool Private: No
  • Roof: Concrete

Garage/Parking

  • Attached Garage: Yes
  • Garage Spaces: 3.00
  • Number Remotes: 1
  • Parking: Yes
  • Parking Features: Direct Garage Access, Driveway, Garage - Single Door, Garage - Two Door, Garage Door Opener
  • Total Parking Spaces: 5.00
  • Uncovered Spaces: 2.00

Utilities

  • Utilities: Cable Connected, Electricity Connected, Natural Gas Connected, Phone Connected, Sewer Connected, Water Connected
  • Heating: Yes
  • Laundry: Yes
  • Appliances: 6 Burner Stove, Double Oven, Gas Cooktop, High Efficiency Water Heater, Microwave, Refrigerator
  • Electric: 220 Volts in Laundry
  • Heating Type: Central
  • Laundry Features: Individual Room, Inside
  • Sewer: Public Sewer
  • Water Source: Public
  • Cooling: Central Air, Dual, Zoned
  • Cooling: Yes

Condo/Co-op/Association

  • Association: Yes
  • Amenities: Hiking Trails, Security, Controlled Access
  • Association Fee: 370.00
  • Association Fee Frequency: Monthly
  • Association Name: Bal Harbour
  • Phone: 949-367-9430
  • Senior Community: No
  • Common Interest: Planned Development
  • Community Features: Curbs, Gutters, Park, Sidewalks, Storm Drains, Street Lights
  • Association Management: Crummack Huseby Property Management

Schools

  • School District: Capistrano Unified
  • Elementary School: R.H. Dana
  • Middle School: Marco Forester
  • High School: Dana Hills
  • Elementary School: R.H. Dana
  • High School: Dana Hills
  • Middle Or Junior School: Marco Forester
  • Elementary School #2: RHDAN
  • High School2: DANHIL

Lot Info

  • Additional Parcels: No
  • Land Lease: No
  • Lot Features: 0-1 Unit/Acre
  • Lot Size: 9341
  • Lot Size Sq Ft: 9341.00
  • Lot Size Acres: 0.2144

Multi Family

  • Lease Considered: No
  • Lot Size Area: 9341.0000 Square Feet
  • Number Of Units In Community: 43
  • Number Of Units Total: 1

Tax Info

  • Tax Census Tract: 423.11
  • Tax Lot: 36
  • Tax Tract: 15405
  • Tax Tract Number: 15405

Ownership History

Date Name Owned For Owner Type

Purchase Details

Closed on
Aug 20, 2025
Sold by
Creen Michael and Raghavan Maadhavi
Bought by
Creen Family Trust and Creen
Current Estimated Value
$3,524,096

Purchase Details

Listed on
Sep 1, 2020
Closed on
Nov 5, 2020
Sold by
Trotter Trust and The Trotter Trust
Bought by
Creen Michael and Raghavan Maadhavi
Seller's Agent
Giulietta Wilson
Pacific Sotheby's Int'l Realty
Buyer's Agent
Melissa Esnal Olguin
The Agency
List Price
$2,125,000
Sold Price
$1,995,000
Premium/Discount to List
-$130,000
-6.12%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
12.64%
Original Mortgage
$1,695,750
Interest Rate
2.7%
Mortgage Type
New Conventional

Purchase Details

Closed on
May 7, 2019
Sold by
Trotter Nancy J
Bought by
Trotter Nancy J and Trotter Trust

Purchase Details

Closed on
Jun 15, 2010
Sold by
Trotter Donald N and Trotter Nancy J
Bought by
Trotter Nancy J and Trotter Trust

Purchase Details

Closed on
Aug 18, 2003
Sold by
Makallon Dana Point Llc
Bought by
Trotter Donald N and Trotter Nancy J

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$1,200,000
Interest Rate
6.03%
Mortgage Type
Purchase Money Mortgage
Source: Public Records

Range of Values:

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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
Creen Family Trust -- None Listed On Document
Creen Michael $1,995,000 Lawyers Title
Trotter Nancy J -- None Available
Trotter Nancy J -- None Available
Trotter Donald N $1,107,500 First American Title Co
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Previous Owner Creen Michael $1,695,750
Previous Owner Trotter Donald N $1,200,000
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
12/21/2020 12/21/20 Sold $1,995,000 -0.2% $459 / Sq Ft
11/03/2020 11/03/20 Pending -- -- --
10/19/2020 10/19/20 Price Changed $1,999,000 -5.9% $460 / Sq Ft
09/01/2020 09/01/20 For Sale $2,125,000 -- $489 / 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 $23,949 $2,159,451 $1,052,901 $1,106,550
2024 $23,949 $2,117,109 $1,032,256 $1,084,853
2023 $23,195 $2,075,598 $1,012,016 $1,063,582
2022 $22,665 $2,034,900 $992,172 $1,042,728
2021 $21,629 $1,995,000 $972,717 $1,022,283
2020 $10,224 $815,027 $482,909 $332,118
2019 $9,761 $799,047 $473,441 $325,606
2018 $9,571 $783,380 $464,158 $319,222
2017 $9,267 $768,020 $455,057 $312,963
2016 $8,895 $752,961 $446,134 $306,827
2015 $7,454 $741,651 $439,432 $302,219
2014 $7,310 $727,124 $430,825 $296,299
Source: Public Records

Agents Affiliated with this Home

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Map

Source: California Regional Multiple Listing Service (CRMLS)

MLS Number: OC20180333

California Regional Multiple Listing Service (CRMLS)

APN: 668-531-40