NOT LISTED FOR SALE

Estimated Value: $2,392,000 - $2,558,000

5 Beds
4 Baths
4,225 Sq Ft
$582/Sq Ft Est. Value

Last Sold March 07, 2024

Last sale price $2,400,000 $568 Per Sq Ft

Est. 2% increase in value since last sale

Current estimated payment $15,408/month

Highlights

  • Fitness Center
  • Mountain View
  • Retreat
  • La Costa Heights Elementary School Rated A
  • Clubhouse
  • Loft

About This Home

As of March 2024

Welcome to your luxurious sanctuary in the coveted La Costa Oaks community of Carlsbad! This exquisite 5-bed 4.5-bath home is the largest model from Shea Homes and has been lovingly maintained by its original owners. This residence boasts an inviting open floor plan with a spacious kitchen featuring a brand new oversized island, making it ideal for hosting gatherings. The gourmet kitchen is equipped with newly installed stainless steel appliances, porcelain tile flooring and a walk-in pantry, it seamlessly connects to a formal dining area and a generous living room boasting a 7.1 Dolby speaker system for cinematic experiences. An upgraded gas fireplace adds warmth and ambiance, and you can also access the backyard, which features a 6-person hot tub. Upstairs, you'll find four bedrooms and a bonus loft with a balcony with a mountain view. The generously sized primary retreat offers a spa-like bathroom with a soaking tub, dual vanities and sit-down vanity, and a luxurious step-in shower enclosed by glass walls. Plus, there's an enormous walk-in closet! One bedroom and a full bathroom downstairs make this home perfect for multi-generational living or hosting guests, complemented by a spacious walk-in laundry room. Additional custom upgrades include a newly installed AC system, new water heater, a set of paid 28 solar panels, an EV charger hookup, and a brand new low-maintenance premium turf in the front and backyard perfect for families and kids. The property also boasts two separate attached garages with space for three cars, both updated with epoxy flooring and cabinets. This home is situated in renowned school districts with highly-rated schools like La Costa Heights Elementary, Oak Crest Middle School, and La Costa Canyon High School. Plus, nestled within the close-knit La Costa Oaks community, residents enjoy exclusive access to a clubhouse, lap pools, scenic hiking trails, and more.

Last Agent to Sell the Property

Jumpei Kontani

Compass License #02025716 Listed on: 02/07/2024

Compass

Last Buyer's Agent

MARY HEON

Coldwell Banker West License #01043449

Coldwell Banker West

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $16,855

Year Built

  • Built in 2005

Lot Details

  • 8,736 Sq Ft Lot
  • Density is up to 1 Unit/Acre
  • Property is zoned R-1:Single Fam-Res

HOA Fees

  • $276 Monthly HOA Fees

Parking

  • 3 Car Attached Garage

Interior Spaces

  • 4,225 Sq Ft Home
  • 2-Story Property
  • Gas Fireplace
  • Living Room
  • Home Office
  • Loft
  • Mountain Views
  • Walk-In Pantry
  • Laundry Room

Bedrooms and Bathrooms

  • 5 Bedrooms | 1 Main Level Bedroom
  • Retreat
  • Walk-In Closet
  • 4 Full Bathrooms

Utilities

  • Central Air
  • No Heating

Additional Features

  • Exterior Lighting
  • Suburban Location

Listing and Financial Details

  • Tax Tract Number 9186
  • Assessor Parcel Number 2236100800

Community Details

Overview

  • La Costa Oaks Association, Phone Number (760) 943-6650

Amenities

  • Community Barbecue Grill
  • Clubhouse

Recreation

  • Fitness Center
  • Community Pool
  • Community Spa
  • Park
  • Hiking Trails

Home Details

Home Type

Single Family

Est. Annual Taxes

$16,855

Year Built

Built in 2005

Lot Details

0

HOA Fees

$276 per month

Parking

3

Listing Details

  • Assessments: No
  • Property Attached: No
  • View: Yes
  • Zoning: R-1:Single Fam-Res
  • Property Sub Type: Single Family Residence
  • Property Type: Residential
  • Parcel Number: 2236100800
  • Year Built: 2005
  • Special Features: None

Interior Features

  • Fireplace: Yes
  • Living Area: 4225.00
  • Stories: 2
  • Entry Location: Ground level
  • Common Walls: No Common Walls
  • Appliances: No
  • Full Bathrooms: 4
  • Full And Three Quarter Bathrooms: 4
  • Total Bedrooms: 5
  • Entry Level: 1
  • Fireplace Features: Gas
  • Levels: Two
  • Main Level Bathrooms: 1
  • Main Level Bedrooms: 1
  • Price Per Square Foot: 568.05
  • Room Type: Kitchen, Laundry, Living Room, Loft, Office, Retreat, Walk-In Closet, Walk-In Pantry

Exterior Features

  • View: Mountain(s)
  • Fence: No
  • Pool Features: Community
  • Pool Private: No
  • Spa: No

Garage/Parking

  • Attached Garage: Yes
  • Garage Spaces: 3.00
  • Parking: No
  • Total Parking Spaces: 3.00

Utilities

  • Sprinklers: No
  • Heating: No
  • Laundry: Yes
  • Laundry Features: Individual Room
  • Sewer: Public Sewer
  • Water Source: Public
  • Cooling: Central Air
  • Cooling: Yes

Condo/Co-op/Association

  • Association: Yes
  • Amenities: Barbecue, Clubhouse, Gym/Ex Room, Pool, Spa/Hot Tub
  • Association Fee: 276.00
  • Association Fee Frequency: Monthly
  • Association Name: La Costa Oaks
  • Phone: 760-943-6650
  • Senior Community: No
  • Community Features: Sidewalks, Street Lights, Suburban, Hiking, Park

Schools

  • School District: San Dieguito Union

Lot Info

  • Land Lease: No
  • Lot Features: 0-1 Unit/Acre
  • Lot Size Sq Ft: 8736.00
  • Lot Size Acres: 0.2006

Multi Family

  • Lease Considered: No
  • Lot Size Area: 8736.0000 Square Feet
  • Number Of Units In Community: 820

Tax Info

  • Tax Tract Number: 09186

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Feb 7, 2024
Closed on
Mar 5, 2024
Sold by
Fransis Bert
Bought by
Reichert Elizabeth
Seller's Agent
Jumpei Kontani
Compass
Buyer's Agent
MARY HEON
Coldwell Banker West
Sold Price
$2,400,000
Current Estimated Value
$2,457,158

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$57,158
Avg. Annual Appreciation
1.86%

Purchase Details

Listed on
Feb 7, 2024
Closed on
Feb 1, 2024
Sold by
Ronald And Danielle Kaplan Family Trust
Bought by
Fransis Bert and Reichert Elizabeth
Seller's Agent
Jumpei Kontani
Compass
Buyer's Agent
MARY HEON
Coldwell Banker West
Sold Price
$2,400,000

Purchase Details

Closed on
Mar 11, 2014
Sold by
Kaplan Ronald T and Kaplan Danielle A
Bought by
Ronald & Danielle Kaplan Family Trust and Kaplan Danielle A

Purchase Details

Closed on
Jun 1, 2005
Sold by
Shea Homes Lp
Bought by
Kaplan Ronald T and Kaplan Danielle A

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
Interest Rate
5.72%
Mortgage Type
Fannie Mae Freddie Mac

Purchase Details

Closed on
Jun 20, 2003
Sold by
Real Estate Collateral Management Co
Bought by
Shea Homes Lp
Source: Public Records

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Range of Values:

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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
Reichert Elizabeth -- Ticor Title
Fransis Beil -- Ticor Title
Fransis Bert $2,400,000 Ticor Title
Ronald & Danielle Kaplan Family Trust -- None Available
Kaplan Ronald T $1,075,000 First American Title
Shea Homes Lp -- Chicago Title Co
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Previous Owner Kaplan Ronald T $417,000
Previous Owner Kaplan Ronald T $455,000
Previous Owner Kaplan Ronald T $500,000
Closed Shea Homes Lp $0
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
03/07/2024 03/07/24 Sold $2,400,000 -- $568 / Sq Ft
01/27/2024 01/27/24 Pending -- -- --
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
2024 $16,855 $1,468,710 $614,912 $853,798
2023 $16,441 $1,439,912 $602,855 $837,057
2022 $16,099 $1,411,680 $591,035 $820,645
2021 $15,874 $1,384,001 $579,447 $804,554
2020 $14,387 $1,250,000 $519,000 $731,000
2019 $14,105 $1,225,000 $509,000 $716,000
2018 $13,849 $1,200,000 $499,000 $701,000
2017 $13,656 $1,180,000 $491,000 $689,000
2016 $13,179 $1,150,000 $479,000 $671,000
2015 $12,373 $1,075,000 $448,000 $627,000
2014 $12,342 $1,075,000 $448,000 $627,000
Source: Public Records

Agents Affiliated with this Home

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Map

Source: California Regional Multiple Listing Service (CRMLS)

MLS Number: NDP2400561

California Regional Multiple Listing Service (CRMLS)

APN: 223-610-08