Landlord's Agent in 2021
Janet Thompson
First Team Real Estate
(949) 795-9949
4 in this area
42 Total Sales
76 Montana Del Lago Dr Rancho Santa Margarita, CA 92688
Estimated Value: $594,000 - $647,000
2
Beds
2
Baths
827
Sq Ft
1,437
Sq Ft Lot
Highlights
- Spa
- Contemporary Architecture
- Granite Countertops
- Trabuco Mesa Elementary School Rated A
- Main Floor Bedroom
- 2-minute walk to Rancho Santa Margarita Lake Park
About This Home
As of October 2021Come see this warm and inviting home located in the sought-after Montana Del Lago community that is within walking distance to the lake and beach club. This home is clean, light and bright, well maintained, and well upgraded with fresh paint and new carpeting. Bright and sunny living room area with wood-look tile flooring and gas fireplace. Open kitchen with stainless steel appliances and granite counters, refrigerator included. Separate dining area, open to the kitchen and living rooms. A main floor bedroom with its own upgraded bathroom with granite counters. Washer and dryer are on main floor too, washer and dryer included. Upstairs is a roomy second bedroom and an upgraded full bath with granite counters. There is a detached one-car garage and one parking space with plenty of guest parking. Trash pick up is included. No pets, please. Enjoy the community pool, and within walking distance to the Lago Santa Margarita Beach Club, lake, restaurants, and shopping.
Last Agent to Rent the Property
First Team Real Estate License #01406180 Listed on: 09/13/2021
Condo Details
Home Type
- Condominium
Est. Annual Taxes
- $5,178
Year Built
- Built in 1990
Lot Details
- Two or More Common Walls
- Density is up to 1 Unit/Acre
Parking
- 1 Car Garage
- 1 Open Parking Space
- Parking Available
Home Design
- Contemporary Architecture
- Slab Foundation
Interior Spaces
- 827 Sq Ft Home
- 2-Story Property
- Living Room with Fireplace
Kitchen
- Built-In Range
- Microwave
- Dishwasher
- Granite Countertops
- Disposal
Flooring
- Carpet
- Tile
Bedrooms and Bathrooms
- 2 Bedrooms | 1 Main Level Bedroom
- 2 Full Bathrooms
- Granite Bathroom Countertops
Laundry
- Laundry Room
- Dryer
- Washer
Outdoor Features
- Spa
- Patio
- Exterior Lighting
Schools
- Trabuco Mesa Elementary School
- Rancho Santa Margarita Middle School
- Trabuco Hills High School
Utilities
- Forced Air Heating and Cooling System
- Natural Gas Connected
- Water Heater
Listing and Financial Details
- Security Deposit $2,500
- Rent includes trash collection
- 12-Month Minimum Lease Term
- Available 9/21/21
- Tax Lot 2
- Tax Tract Number 13666
- Assessor Parcel Number 93083072
Community Details
Overview
- Property has a Home Owners Association
- 124 Units
- Built by RGC
- Montana Del Lago Subdivision, A Harmony Floorplan
Recreation
- Community Pool
- Community Spa
Ownership History
Date
Name
Owned For
Owner Type
Purchase Details
Listed on
Sep 13, 2021
Closed on
Aug 27, 2021
Sold by
Kim Dennis and Kim Robin
Bought by
Yos Andrew and Zheng Xinjie
Seller's Agent
Janet Thompson
First Team Real Estate
Buyer's Agent
Janet Thompson
First Team Real Estate
Sold Price
$2,500
Current Estimated Value
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$608,676
Avg. Annual Appreciation
5.58%
Original Mortgage
$356,250
Outstanding Balance
$327,674
Interest Rate
2.8%
Mortgage Type
New Conventional
Estimated Equity
$259,908
Purchase Details
Listed on
Nov 4, 2018
Closed on
Feb 14, 2019
Sold by
Ross Jeremiah and Ross Patricia
Bought by
Kim Dennis and Kim Robin
Seller's Agent
Jenifer McBride
One 3 Realty
Buyer's Agent
Zen Ziejewski
Real Broker
List Price
$399,000
Sold Price
$390,000
Premium/Discount to List
-$9,000
-2.26%
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
8.14%
Original Mortgage
$390,000
Interest Rate
4.4%
Mortgage Type
VA
Purchase Details
Listed on
Aug 19, 2015
Closed on
Jan 21, 2016
Sold by
Coastal Tcp Investments Llc
Bought by
Ross Jeremiah and Ross Patricia
Seller's Agent
Dana Zusman
Surterre Properties
Buyer's Agent
Patricia de Santos
Orange Coast Property
List Price
$368,000
Sold Price
$344,750
Premium/Discount to List
-$23,250
-6.32%
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
4.17%
Original Mortgage
$9,825
Interest Rate
3.72%
Mortgage Type
Negative Amortization
Purchase Details
Closed on
Dec 7, 2009
Sold by
Wells Fargo Bank National Association
Bought by
Coastal Tcp Investments Llc
Purchase Details
Closed on
Feb 20, 2009
Sold by
Pena Maria Elena
Bought by
Wells Fargo Bank National Association
Purchase Details
Closed on
Apr 1, 2005
Sold by
Jorgensen Kristi K and Gronnerud Kristi K
Bought by
Pena Maria Elena
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$300,000
Interest Rate
6.25%
Mortgage Type
Purchase Money Mortgage
Purchase Details
Closed on
Jan 27, 2004
Sold by
French David L
Bought by
Gronnerud Kristi K
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$213,750
Interest Rate
5.12%
Mortgage Type
Purchase Money Mortgage
Create a Home Valuation Report for This Property
The Home Valuation Report is an in-depth analysis detailing your home's value as well as a comparison with similar homes in the area
Home Values in the Area
Average Home Value in this Area
Purchase History
| Date | Buyer | Sale Price | Title Company |
|---|---|---|---|
| Yos Andrew | $475,000 | First American Title Company | |
| Kim Dennis | $390,000 | First American Title Company | |
| Ross Jeremiah | $345,000 | Ticor Title | |
| Coastal Tcp Investments Llc | $205,000 | Fidelity National Title | |
| Wells Fargo Bank National Association | $192,325 | None Available | |
| Pena Maria Elena | $375,000 | Alliance Title | |
| Pena Maria Elena | -- | Alliance Title | |
| Gronnerud Kristi K | $285,000 | Ticor Title |
Source: Public Records
Mortgage History
| Date | Status | Borrower | Loan Amount |
|---|---|---|---|
| Open | Yos Andrew | $356,250 | |
| Previous Owner | Kim Dennis | $390,750 | |
| Previous Owner | Kim Dennis | $393,850 | |
| Previous Owner | Kim Dennis | $390,000 | |
| Previous Owner | Ross Jeremiah | $9,825 | |
| Previous Owner | Ross Jeremiah | $17,237 | |
| Previous Owner | Ross Jeremiah | $327,513 | |
| Previous Owner | Tcp Investments Llc | $2,500,000 | |
| Previous Owner | Pena Maria Elena | $340,000 | |
| Previous Owner | Pena Maria Elena | $63,750 | |
| Previous Owner | Pena Maria Elena | $300,000 | |
| Previous Owner | Gronnerud Kristi K | $213,750 | |
| Previous Owner | French David L | $50,000 | |
| Closed | Gronnerud Kristi K | $42,750 | |
| Closed | Pena Maria Elena | $75,000 |
Source: Public Records
Property History
| Date | Event | Price | Change | Sq Ft Price |
|---|---|---|---|---|
| 10/15/2021 10/15/21 | Rented | $2,500 | 0.0% | -- |
| 09/15/2021 09/15/21 | Sold | $475,000 | 0.0% | $574 / Sq Ft |
| 09/13/2021 09/13/21 | For Rent | $2,500 | 0.0% | -- |
| 08/16/2021 08/16/21 | Pending | -- | -- | -- |
| 08/07/2021 08/07/21 | For Sale | $450,000 | 0.0% | $544 / Sq Ft |
| 07/23/2021 07/23/21 | Pending | -- | -- | -- |
| 07/14/2021 07/14/21 | For Sale | $450,000 | +15.4% | $544 / Sq Ft |
| 03/11/2019 03/11/19 | Sold | $390,000 | -1.6% | $472 / Sq Ft |
| 01/10/2019 01/10/19 | Price Changed | $396,500 | -0.6% | $479 / Sq Ft |
| 11/04/2018 11/04/18 | For Sale | $399,000 | +15.7% | $482 / Sq Ft |
| 03/04/2016 03/04/16 | Sold | $344,750 | 0.0% | $431 / Sq Ft |
| 01/15/2016 01/15/16 | Pending | -- | -- | -- |
| 12/02/2015 12/02/15 | Price Changed | $344,750 | -3.4% | $431 / Sq Ft |
| 11/03/2015 11/03/15 | Price Changed | $357,000 | -1.4% | $446 / Sq Ft |
| 10/12/2015 10/12/15 | Price Changed | $362,000 | -1.6% | $453 / Sq Ft |
| 08/19/2015 08/19/15 | For Sale | $368,000 | 0.0% | $460 / Sq Ft |
| 06/13/2014 06/13/14 | Rented | $1,525 | 0.0% | -- |
| 06/13/2014 06/13/14 | For Rent | $1,525 | -- | -- |
Source: California Regional Multiple Listing Service (CRMLS)
Tax History Compared to Growth
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 | $5,178 | $504,073 | $396,251 | $107,822 |
| 2024 | $5,178 | $494,190 | $388,482 | $105,708 |
| 2023 | $5,061 | $484,500 | $380,864 | $103,636 |
| 2022 | $4,976 | $475,000 | $373,396 | $101,604 |
| 2021 | $3,846 | $401,921 | $295,629 | $106,292 |
| 2020 | $4,180 | $397,800 | $292,597 | $105,203 |
| 2019 | $4,394 | $365,850 | $266,696 | $99,154 |
| 2018 | $4,331 | $358,677 | $261,467 | $97,210 |
| 2017 | $4,390 | $351,645 | $256,341 | $95,304 |
| 2016 | $2,918 | $223,530 | $113,607 | $109,923 |
| 2015 | $2,997 | $220,173 | $111,901 | $108,272 |
| 2014 | $2,942 | $215,861 | $109,709 | $106,152 |
Source: Public Records
Agents Affiliated with this Home
-
-
K
Seller's Agent in 2021
Kenneth Lee
Reliance Real Estate Services
-
J
Seller's Agent in 2019
Jenifer McBride
One 3 Realty
-
Buyer's Agent in 2019
Zen Ziejewski
Real Broker
(949) 391-3141
6 in this area
173 Total Sales
-
D
Seller's Agent in 2016
Dana Zusman
Surterre Properties
(949) 230-4223
7 Total Sales
-
P
Buyer's Agent in 2016
Patricia de Santos
Orange Coast Property
Map
Source: California Regional Multiple Listing Service (CRMLS)
MLS Number: OC21198302
APN: 930-830-72
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Based on information from California Regional Multiple Listing Service, Inc. and /or other sources. All data, including all measurements and calculations of area, is obtained from various sources and has not been, and will not be, verified by broker or MLS. All information should be independently reviewed and verified for accuracy. Properties may or may not be listed by the office/agent presenting the information
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