NOT LISTED FOR SALE

81 Monarch Beach Resort S Dana Point, CA 92629

Monarch Beach Neighborhood

Estimated Value: $5,216,000 - $6,023,705

3 Beds
3.5 Baths
3,446 Sq Ft
$540/mo HOA Fee

Last Sold February 04, 2019

Last sale price $2,900,000 $842 Per Sq Ft

Est. 90% increase in value since last sale

Current estimated payment $32,087/month

10 Days on Market

Highlights

  • Beach Access
  • Golf Course Community
  • In Ground Spa
  • John Malcom Elementary School Rated A
  • Built in 2016 | Newly Remodeled
  • Primary Bedroom Suite

About This Home

As of February 2019

Want to escape? Buy this brand new, never occupied villa. Part of the Signature Collection homes built by William Lyon Homes. The gated Grand Monarch community is adjacent to The Monarch Beach Resort & Spa, golf and private Monarch Bay Club. This 2 level floor plan with elevator is our popular Residence 1. Landscaped rear yard includes an in ground private spa and an outdoor kitchen with BBQ and sink. Upgraded kitchen cabinets and drawers with soft close feature. Appliances from Wolf and Sub Zero. The floor plan features an open kitchen and great room leading to stacking doors to access your private yard, 3 bedrooms upstairs and office downstairs. Visit lyonhomes.com for floor plan and site plan related to the Grand Monarch community.

Last Agent to Sell the Property

Michael Williams

Rancho Trabuco Real Estate Services Inc License #00926739 Listed on: 01/12/2019

Last Buyer's Agent

Jeffrey Golden

Coldwell Banker Realty License #01080923

Coldwell Banker Realty

Property Details

Home Type

  • Condominium

Year Built

  • Built in 2016 | Newly Remodeled

Lot Details

  • 1 Common Wall
  • Glass Fence
  • Wood Fence
  • Stucco Fence
  • Landscaped
  • Sprinkler System

HOA Fees

  • $540 Monthly HOA Fees

Parking

  • 2 Car Direct Access Garage
  • Parking Available
  • Single Garage Door
  • Garage Door Opener
  • No Driveway
  • Gated Parking

Home Design

  • Contemporary Architecture
  • Traditional Architecture
  • Turnkey
  • Slab Foundation
  • Fire Rated Drywall
  • Flat Tile Roof
  • Concrete Roof
  • Stone Veneer
  • Stucco

Interior Spaces

  • 3,446 Sq Ft Home
  • 2-Story Property
  • Open Floorplan
  • Wired For Data
  • Tray Ceiling
  • High Ceiling
  • Recessed Lighting
  • Low Emissivity Windows
  • Casement Windows
  • Window Screens
  • Sliding Doors
  • Formal Entry
  • Great Room with Fireplace
  • Family Room Off Kitchen
  • Home Office
  • Loft

Kitchen

  • Open to Family Room
  • Eat-In Kitchen
  • Breakfast Bar
  • Walk-In Pantry
  • Double Oven
  • Electric Oven
  • Six Burner Stove
  • Gas Range
  • Range Hood
  • Freezer
  • Ice Maker
  • Water Line To Refrigerator
  • Dishwasher
  • Kitchen Island
  • Stone Countertops
  • Built-In Trash or Recycling Cabinet
  • Self-Closing Drawers and Cabinet Doors
  • Disposal

Flooring

  • Carpet
  • Stone
  • Tile

Bedrooms and Bathrooms

  • 3 Bedrooms
  • All Upper Level Bedrooms
  • Primary Bedroom Suite
  • Walk-In Closet
  • Upgraded Bathroom
  • Stone Bathroom Countertops
  • Dual Vanity Sinks in Primary Bathroom
  • Bathtub
  • Walk-in Shower
  • Exhaust Fan In Bathroom
  • Closet In Bathroom

Laundry

  • Laundry Room
  • Washer and Gas Dryer Hookup

Home Security

Accessible Home Design

  • Accessible Elevator Installed

Pool

  • In Ground Spa
  • Gunite Spa

Outdoor Features

  • Beach Access
  • Balcony
  • Stone Porch or Patio
  • Terrace
  • Exterior Lighting
  • Outdoor Grill
  • Rain Gutters

Location

  • Property is near park
  • Suburban Location

Schools

  • Dana Hills High School

Utilities

  • Forced Air Zoned Heating and Cooling System
  • Natural Gas Connected
  • Tankless Water Heater
  • Hot Water Circulator
  • Phone Available
  • Cable TV Available

Listing and Financial Details

  • Tax Lot 25
  • Tax Tract Number 16769

Community Details

Overview

  • 37 Units
  • The Grand Monarch Community Association, Phone Number (949) 363-1963
  • Built by William Lyon Homes

Amenities

  • Outdoor Cooking Area
  • Community Barbecue Grill
  • Picnic Area

Recreation

  • Golf Course Community
  • Hiking Trails

Security

  • Controlled Access
  • Gated Community
  • Fire and Smoke Detector
  • Fire Sprinkler System

Property Details

Home Type

Condominium

Year Built

Built in 2016 | Newly Remodeled

Lot Details

0

HOA Fees

$540 per month

Parking

2

Listing Details

  • Assessments: Yes
  • Property Attached: Yes
  • Road Surface Type: Paved
  • Security: Fire and Smoke Detection System, Fire Sprinkler System, Gated Community
  • Subdivision Name Other: Grand Monarch
  • View: No
  • Architectural Style: Contemporary, Traditional
  • New Construction: Yes
  • Property Condition: Turnkey
  • Property Sub Type: Condominium
  • Property Type: Residential
  • Year Built: 2016
  • Special Features: None

Interior Features

  • Fireplace: Yes
  • Living Area: 3446.00 Square Feet
  • Interior Amenities: Balcony, Elevator, High Ceilings, Open Floorplan, Pantry, Recessed Lighting, Stone Counters, Tray Ceiling(s), Wired for Data
  • Stories: 2
  • Common Walls: 1 Common Wall
  • Flooring: Carpet, Stone, Tile
  • Accessibility Features: Accessible Elevator Installed
  • Appliances: Yes
  • Full Bathrooms: 3
  • Half Bathrooms: 1
  • Total Bedrooms: 3
  • Door Features: Sliding Doors
  • Eating Area: Breakfast Counter / Bar, In Family Room, In Kitchen
  • Fireplace Features: Great Room
  • Levels: Two
  • Main Level Bathrooms: 2
  • Price Per Square Foot: 841.56
  • Room Type: All Bedrooms Up, Formal Entry, Great Room, Kitchen, Laundry, Loft, Master Bedroom, Master Suite, Office, Walk-In Closet, Walk-In Pantry
  • Spa Features: Private, Gunite, In Ground
  • Window Features: Casement Windows, Low Emissivity Windows, Screens
  • Bathroom Features: Bathtub, Closet In Bathroom, Double Sinks In Master Bath, Exhaust Fan(s), Stone Counters, Upgraded, Walk-In Shower
  • Room Kitchen Features: Built-In Trash/Recycling, Kitchen Island, Kitchen Open To Family Room, Self-Closing Cabinet Doors, Self-Closing Drawers, Stone Counters, Walk-In Pantry

Exterior Features

  • Patio: Yes
  • Foundation: Slab
  • Exterior Features: Barbecue Private, Rain Gutters
  • Fence: Yes
  • Fencing: Glass, Stucco Wall, Wood
  • Builder Name: William Lyon Homes
  • Patio And Porch Features: Patio, Stone, Terrace
  • Pool Private: No
  • Roof: Concrete, Flat Tile
  • Spa: Yes
  • Construction Materials: Drywall Walls, Stone Veneer, Stucco

Garage/Parking

  • Attached Garage: Yes
  • Garage Spaces: 2.00
  • Parking: Yes
  • Parking Features: Direct Garage Access, Garage - Single Door, Garage Door Opener, Gated, No Driveway
  • Total Parking Spaces: 2.00

Utilities

  • Utilities: Cable Available, Electricity Connected, Natural Gas Connected, Phone Available, Sewer Connected, Water Connected
  • Heating: Yes
  • Laundry: Yes
  • Appliances: 6 Burner Stove, Barbecue, Dishwasher, Double Oven, Electric Oven, Freezer, Disposal, Gas Range, Hot Water Circulator, Ice Maker, Range Hood, Refrigerator, Tankless Water Heater, Water Line to Refrigerator
  • Electric: Standard
  • Heating Type: Zoned, Forced Air
  • Laundry Features: Gas Dryer Hookup, Individual Room, Inside, Washer Hookup
  • Sewer: Public Sewer
  • Water Source: Public
  • Cooling: Dual, Zoned
  • Cooling: Yes

Condo/Co-op/Association

  • Association: Yes
  • Amenities: Barbecue, Outdoor Cooking Area, Picnic Area, Hiking Trails, Controlled Access
  • Association Fee: 540.00
  • Association Fee Frequency: Monthly
  • Association Name: The Grand Monarch Community
  • Phone: 949-363-1963
  • Senior Community: No
  • Community Features: Golf, Gutters, Storm Drains, Street Lights, Suburban

Schools

  • High School: Dana Hills
  • High School2: DANHIL

Lot Info

  • Additional Parcels: No
  • Land Lease: No
  • Lot Features: Landscaped, Park Nearby, Sprinkler System
  • Lot Size Sq Ft: 2500.00
  • Lot Size Acres: 0.0574

Multi Family

  • Lease Considered: No
  • Lot Size Area: 2500.0000 Square Feet
  • Number Of Units In Community: 37
  • Number Of Units Total: 1
  • Waterfront Features: Beach Access

Tax Info

  • Tax Lot: 25
  • Tax Tract Number: 16769

Ownership History

Date Name Owned For Owner Type

Purchase Details

Closed on
Dec 25, 2020
Sold by
Kao John E and Kao Susan S
Bought by
Kao Susan S
Current Estimated Value
$5,502,235

Purchase Details

Closed on
Dec 15, 2020
Sold by
Kao Susan S
Bought by
Favor Lisa and Kao Family Trust Ii

Purchase Details

Listed on
Jan 12, 2019
Closed on
Apr 5, 2019
Sold by
The Kao Family Trust
Bought by
The Kao Family Trust
Seller's Agent
Michael Williams
Rancho Trabuco Real Estate Services Inc
Buyer's Agent
Jeffrey Golden
Coldwell Banker Realty
List Price
$2,995,000
Sold Price
$2,900,000
Premium/Discount to List
-$95,000
-3.17%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
9.68%
Original Mortgage
$2,320,000
Outstanding Balance
$1,993,991
Interest Rate
3.25%
Mortgage Type
Adjustable Rate Mortgage/ARM
Estimated Equity
$3,508,244

Purchase Details

Listed on
Jan 12, 2019
Closed on
Jan 23, 2019
Sold by
William Lyon Homes Inc
Bought by
Kao John E and Kao Susan S
Seller's Agent
Michael Williams
Rancho Trabuco Real Estate Services Inc
Buyer's Agent
Jeffrey Golden
Coldwell Banker Realty
List Price
$2,995,000
Sold Price
$2,900,000
Premium/Discount to List
-$95,000
-3.17%
Source: Public Records

Range of Values:

--
Value Increase
--
Percent Increase
--
Adjusted for Inflation
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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
Kao Susan S -- None Listed On Document
Favor Lisa -- First American Els
Kao Susan S -- First American Els
Kao John E -- First American Els
The Kao Family Trust -- First American Title Ins Co
Kao John E $2,900,000 First American Title Company
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open The Kao Family Trust $2,320,000
Source: Public Records

Property History

Date Event Price List to Sale Price per Sq Ft
02/04/2019 02/04/19 Sold $2,900,000 -3.2% $842 / Sq Ft
01/22/2019 01/22/19 Pending -- -- --
01/12/2019 01/12/19 For Sale $2,995,000 -- $869 / 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 $33,644 $3,201,834 $2,159,679 $1,042,155
2024 $33,644 $3,139,053 $2,117,332 $1,021,721
2023 $32,805 $3,077,503 $2,075,815 $1,001,688
2022 $32,062 $3,017,160 $2,035,112 $982,048
2021 $31,825 $2,958,000 $1,995,207 $962,793
2020 $31,368 $2,958,000 $1,995,207 $962,793
2019 $23,972 $2,233,760 $1,355,900 $877,860
2018 $23,341 $2,189,961 $1,329,313 $860,648
2017 $22,853 $2,147,021 $1,303,248 $843,773
2016 $19,683 $1,939,472 $1,277,694 $661,778
Source: Public Records

Agents Affiliated with this Home

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Map

Source: California Regional Multiple Listing Service (CRMLS)

MLS Number: OC19009329

California Regional Multiple Listing Service (CRMLS)

APN: 932-901-21