Seller's Agent in 2020
Soheila Shirazi
Surterre Properties Inc
(949) 717-7100
70 Total Sales
9 Lapis Ave Dana Point, CA 92629
Del Obispo NeighborhoodEstimated Value: $3,742,000 - $4,581,290
5
Beds
4.5
Baths
5,438
Sq Ft
$740/Sq Ft
Est. Value
Highlights
- Home Theater
- Heated In Ground Pool
- Fireplace in Primary Bedroom Retreat
- Marco Forster Middle School Rated A-
- Gated Community
- Retreat
About This Home
As of August 2020Beautifully upgraded residence in the prestigious gated community of Bal Harbour. This coastal home offers so many upgrades. With designer-quality finishes throughout, including gorgeous vinyl flooring, quartz counters in bathrooms, crown moldings, custom plantation shutters & window coverings, built-in cabinets in bedrooms, family room, game room & study. Surround sound system in family room & master bedroom. Stunning 330+ bottle temperature controlled, LED lighted wine wall in dining room. A living room with fireplace & a formal dining area with coffered ceilings. Family room is open to the kitchen with top-of-the-line stainless appliances, a walk-in pantry, a center island with counter seating, Viking appliances, Subzero refrigerator & new whisper quiet Energy-star rated dishwasher. The home offers a main floor bedroom suite, flex-room, office, upstairs bonus room plus two guest suites & an amazing master suite with balcony, fireplace, retreat, walk-in closet. Master bath has beautiful newer marble floors and quartz counter, dual vanities, a free standing tub, a built-in vanity, a walk-in shower. All bathrooms are updated with quartz counters & beautiful tiles.The resort-like backyard offers a great pool, jacuzzi, sundeck, gas fireplace & arbor. There are 48 new LED landscape lights in front & back. Enjoy the 10KW owned solar! Located nearby St. Margaret's Episcopal School and the Parish School at St. Edward Catholic Church. Close to beautiful Dana Point Harbor.
Last Agent to Sell the Property
Surterre Properties Inc License #00883491 Listed on: 06/07/2020
Home Details
Home Type
- Single Family
Year Built
- Built in 2003
Lot Details
- 9,041 Sq Ft Lot
- Cul-De-Sac
HOA Fees
- $370 Monthly HOA Fees
Parking
- 3 Car Direct Access Garage
- Parking Available
- Front Facing Garage
- Three Garage Doors
- Driveway
Home Design
- Mediterranean Architecture
- Turnkey
- Slab Foundation
- Tile Roof
- Stucco
Interior Spaces
- 5,438 Sq Ft Home
- Built-In Features
- Bar
- Crown Molding
- Coffered Ceiling
- Cathedral Ceiling
- Gas Fireplace
- Plantation Shutters
- Custom Window Coverings
- Formal Entry
- Family Room with Fireplace
- Family Room Off Kitchen
- Living Room with Fireplace
- Combination Dining and Living Room
- Home Theater
- Home Office
- Bonus Room
- Vinyl Flooring
- Laundry Room
Kitchen
- Breakfast Area or Nook
- Open to Family Room
- Breakfast Bar
- Walk-In Pantry
- Double Oven
- Six Burner Stove
- Gas Cooktop
- Range Hood
- Microwave
- Dishwasher
- Kitchen Island
- Granite Countertops
Bedrooms and Bathrooms
- 5 Bedrooms | 2 Main Level Bedrooms
- Retreat
- Fireplace in Primary Bedroom Retreat
- Walk-In Closet
- Dressing Area
- Remodeled Bathroom
- Quartz Bathroom Countertops
- Dual Vanity Sinks in Primary Bathroom
- Bathtub
- Walk-in Shower
- Exhaust Fan In Bathroom
Pool
- Heated In Ground Pool
- Heated Spa
- In Ground Spa
Outdoor Features
- Balcony
- Fireplace in Patio
- Patio
- Outdoor Fireplace
- Exterior Lighting
- Front Porch
Schools
- Dana1 Elementary School
- Marco Forester Middle School
- Dana Point High School
Utilities
- Central Heating and Cooling System
- Sewer Paid
Listing and Financial Details
- Tax Lot 10
- Tax Tract Number 15405
- Assessor Parcel Number 66853117
Community Details
Overview
- Bal Harbour Association, Phone Number (949) 367-9430
- Built by Capital Pacific Homes
- Bal Harbour Subdivision, Plan 4
Security
- Security Service
- Gated Community
Ownership History
Date
Name
Owned For
Owner Type
Purchase Details
Listed on
Jun 7, 2020
Closed on
Jun 24, 2020
Sold by
Rafferty Patrick W and Rafferty Patrick 2004
Bought by
Eriksen Niklaus and Eriksen Brooke
Seller's Agent
Soheila Shirazi
Surterre Properties Inc
Buyer's Agent
Melody Smith
Anvil Real Estate
List Price
$2,049,000
Sold Price
$2,200,000
Premium/Discount to List
$151,000
7.37%
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
$1,824,573
Avg. Annual Appreciation
11.43%
Original Mortgage
$1,110,000
Outstanding Balance
$982,077
Interest Rate
3.1%
Mortgage Type
New Conventional
Estimated Equity
$3,042,496
Purchase Details
Closed on
Dec 2, 2016
Sold by
Rafferty Patrick W
Bought by
Rafferty Patrick W and Patrick Rafferty 2004 Revocable Trust
Purchase Details
Closed on
Dec 11, 2014
Sold by
Rafferty Patrick
Bought by
Rafferty Patrick W
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$550,000
Interest Rate
3.12%
Mortgage Type
Adjustable Rate Mortgage/ARM
Purchase Details
Closed on
Oct 20, 2004
Sold by
Rafferty Patrick
Bought by
Rafferty Patrick and Patrick Rafferty 2004 Revocable Trust
Purchase Details
Closed on
Jan 7, 2003
Sold by
Makallon Dana Point Llc
Bought by
Rafferty Patrick W
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$999,999
Interest Rate
5.77%
Mortgage Type
Purchase Money Mortgage
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Home Values in the Area
Average Home Value in this Area
Purchase History
| Date | Buyer | Sale Price | Title Company |
|---|---|---|---|
| Eriksen Niklaus | $2,200,000 | California Title Company | |
| Rafferty Patrick W | -- | None Available | |
| Rafferty Patrick W | -- | Stewart Title Of Ca Inc | |
| Rafferty Patrick | -- | None Available | |
| Rafferty Patrick W | $1,486,000 | First American Title Co |
Source: Public Records
Mortgage History
| Date | Status | Borrower | Loan Amount |
|---|---|---|---|
| Open | Eriksen Niklaus | $1,110,000 | |
| Previous Owner | Rafferty Patrick W | $550,000 | |
| Previous Owner | Rafferty Patrick W | $999,999 | |
| Closed | Rafferty Patrick W | $337,303 |
Source: Public Records
Property History
| Date | Event | Price | List to Sale | Price per Sq Ft |
|---|---|---|---|---|
| 08/05/2020 08/05/20 | Sold | $2,200,000 | +7.4% | $405 / Sq Ft |
| 06/20/2020 06/20/20 | Pending | -- | -- | -- |
| 06/07/2020 06/07/20 | For Sale | $2,049,000 | -- | $377 / Sq Ft |
Source: California Regional Multiple Listing Service (CRMLS)
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 | $26,438 | $2,381,350 | $1,072,401 | $1,308,949 |
| 2024 | $26,438 | $2,334,657 | $1,051,373 | $1,283,284 |
| 2023 | $25,759 | $2,288,880 | $1,030,758 | $1,258,122 |
| 2022 | $25,126 | $2,244,000 | $1,010,547 | $1,233,453 |
| 2021 | $23,844 | $2,200,000 | $990,732 | $1,209,268 |
| 2020 | $22,170 | $2,005,677 | $1,084,630 | $921,047 |
| 2019 | $21,550 | $1,966,350 | $1,063,362 | $902,988 |
| 2018 | $20,863 | $1,927,795 | $1,042,512 | $885,283 |
| 2017 | $20,345 | $1,889,996 | $1,022,071 | $867,925 |
| 2016 | $19,977 | $1,852,938 | $1,002,031 | $850,907 |
| 2015 | $19,394 | $1,825,106 | $986,980 | $838,126 |
| 2014 | $19,041 | $1,789,355 | $967,646 | $821,709 |
Source: Public Records
Agents Affiliated with this Home
-
Soheila Shirazi
-
Melody Smith
Buyer's Agent in 2020
Melody Smith
Anvil Real Estate
(949) 755-6967
96 Total Sales
Map
Source: California Regional Multiple Listing Service (CRMLS)
MLS Number: OC20109712
APN: 668-531-17
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The multiple listing data appearing on this website, or contained in reports produced therefrom, is owned and copyrighted by California Regional Multiple Listing Service, Inc. ("CRMLS") and is protected by all applicable copyright laws. Information provided is for viewer's personal, non-commercial use and may not be used for any purpose other than to identify prospective properties the viewer may be interested in purchasing. All listing data, including but not limited to square footage and lot size is believed to be accurate, but the listing Agent, listing Broker and CRMLS and its affiliates do not warrant or guarantee such accuracy. The viewer should independently verify the listed data prior to making any decisions based on such information by personal inspection and/or contacting a real estate professional.
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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