$3,978,000
SOLD APR 24, 2017
4 Beds
4 Baths
2,546 Sq Ft
2,550 Sq Ft Lot

Recently Sold

$1,562 Per Sq Ft

23 Days on Market

Highlights

  • Marina
  • Ocean View
  • Roof Top Spa
  • Abraham Lincoln Elementary School Rated A
  • Beach Access
  • Newly Remodeled

About This Home

As of July 2024

This stunning 3-level custom built Cape Cod inspired home was constructed by renowned Spinnaker Development in 2012. Situated on the highly desirable one hundred block of Balboa Island, this home has a total of 4 bedrooms (one of which is located on the entry level), 4 bathrooms, and a beautifully appointed gourmet kitchen which opens to the great room. The kitchen features Calcutta marble countertops and a farmhouse sink. All high-end appliances include the gourmet La Cornue stove, a true masterpiece. To complete the ultimate in indoor-outdoor coastal living experience, the first level features include a central courtyard with slide away pocket glass walls. The master retreat has cathedral ceilings and offers bay views from the private balcony. Incredible custom woodwork is found throughout. The spacious bedrooms upstairs all have en-suite bathrooms. Additionally, this Control 4 Smart Home, includes designer lighting and grass cloth wall coverings throughout. The roof decks offer SPECTACULAR views of Fashion Island, amazing sunsets and the bay. A recently installed Jacuzzi hot tub allows for total relaxation. Prepare a meal on the built-in BBQ, perfect for the ultimate entertaining experience. Professionally decorated with sliding barn doors and flooring surfaces that include Gaetano white oak hardwood floors. Sophistication and elegance clearly define this beach retreat that can serve as a wonderful primary or second home. A MUST SEE!

Last Agent to Sell the Property

Gizelle Sieber

Compass License #01958505 Listed on: 03/01/2017

Compass

Last Buyer's Agent

Laurie Brooks

Alta Realty Group CA, Inc. License #01918097

Alta Realty Group CA, Inc.

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $48,019

Year Built

  • Built in 2012 | Newly Remodeled

Lot Details

  • 2,550 Sq Ft Lot
  • Vinyl Fence
  • Block Wall Fence
  • Fence is in excellent condition
  • Landscaped
  • Sprinklers on Timer

Parking

  • 2 Car Attached Garage
  • Parking Available
  • Rear-Facing Garage
  • Two Garage Doors
  • Garage Door Opener

Property Views

  • Ocean
  • Bay
  • Harbor
  • City Lights

Home Design

  • Cape Cod Architecture
  • Contemporary Architecture
  • Turnkey
  • Slab Foundation
  • Wood Product Walls
  • Fire Rated Drywall
  • Frame Construction
  • Shake Roof
  • Wood Roof
  • Shingle Siding
  • Copper Plumbing

Interior Spaces

  • 2,546 Sq Ft Home
  • 3-Story Property
  • Open Floorplan
  • Dual Staircase
  • Wired For Sound
  • Built-In Features
  • Wainscoting
  • Cathedral Ceiling
  • Skylights
  • Recessed Lighting
  • Raised Hearth
  • Gas Fireplace
  • Double Pane Windows
  • Tinted Windows
  • Custom Window Coverings
  • Blinds
  • Entrance Foyer
  • Family Room with Fireplace
  • Great Room
  • Family Room Off Kitchen
  • Combination Dining and Living Room
  • Home Office
  • Storage

Kitchen

  • Open to Family Room
  • Breakfast Bar
  • Double Convection Oven
  • Gas Oven
  • Six Burner Stove
  • Built-In Range
  • Indoor Grill
  • Microwave
  • Freezer
  • Ice Maker
  • Dishwasher
  • Kitchen Island
  • Stone Countertops
  • Pots and Pans Drawers
  • Self-Closing Drawers and Cabinet Doors
  • Disposal

Flooring

  • Wood
  • Carpet
  • Stone

Bedrooms and Bathrooms

  • 4 Bedrooms | 1 Main Level Bedroom
  • Primary Bedroom Suite
  • Multi-Level Bedroom
  • Walk-In Closet
  • Stone Bathroom Countertops
  • Dual Vanity Sinks in Primary Bathroom
  • Private Water Closet
  • Hydromassage or Jetted Bathtub
  • Separate Shower
  • Exhaust Fan In Bathroom
  • Linen Closet In Bathroom

Laundry

  • Laundry Room
  • Laundry on upper level
  • Dryer
  • Washer
  • 220 Volts In Laundry

Home Security

  • Smart Home
  • Alarm System
  • Carbon Monoxide Detectors

Pool

  • Roof Top Spa
  • Above Ground Spa

Outdoor Features

  • Beach Access
  • Ocean Side of Highway 1
  • Balcony
  • Stone Porch or Patio
  • Outdoor Grill

Schools

  • Harbor View Elementary School
  • Ensign Middle School
  • Newport Harbor High School

Utilities

  • Cooling System Powered By Gas
  • Two cooling system units
  • Zoned Heating and Cooling System
  • Vented Exhaust Fan
  • Underground Utilities
  • 220 Volts
  • 220 Volts For Spa
  • 220 Volts in Garage
  • 220 Volts in Kitchen
  • Natural Gas Connected
  • Tankless Water Heater
  • Hot Water Circulator
  • Gas Water Heater
  • Water Softener
  • Phone Connected
  • Cable TV Available

Listing and Financial Details

  • Legal Lot and Block 23 / 3
  • Tax Tract Number 100
  • Assessor Parcel Number 05010307

Community Details

Overview

  • No Home Owners Association
  • Built by Spinnaker Builders

Recreation

  • Marina

Home Details

Home Type

Single Family

Est. Annual Taxes

$48,019

Year Built

Built in 2012 | Newly Remodeled

Lot Details

0

Parking

2

Listing Details

  • Assessments: Yes
  • Inclusions: 4 Flat Screen TV's, sound system all operated by Smart Home 4
  • Property Attached: No
  • Road Frontage Type: City Street
  • Road Surface Type: Maintained
  • Security: Carbon Monoxide Detector(s), Fire Rated Drywall, Wired for Alarm System
  • Subdivision Name Other: Balboa Island - Main Island (BALM)
  • View: Yes
  • Architectural Style: Cape Cod, Contemporary
  • New Construction: Yes
  • Property Condition: Turnkey
  • Property Sub Type: Single Family Residence
  • Property Type: Residential
  • Parcel Number: 05010307
  • Year Built: 2012
  • Special Features: None

Interior Features

  • Fireplace: Yes
  • Living Area: 2546.00 Square Feet
  • Interior Amenities: 2 Staircases, Balcony, Built-in Features, Cathedral Ceiling(s), Copper Plumbing Full, High Ceilings, Home Automation System, Open Floorplan, Recessed Lighting, Stone Counters, Storage, Two Story Ceilings, Wainscoting, Wired for Sound, Wood Product Walls
  • Stories: 3
  • Entry Location: street
  • Common Walls: No Common Walls
  • Flooring: Carpet, Stone, Wood
  • Appliances: Yes
  • Full Bathrooms: 3
  • Full And Three Quarter Bathrooms: 4
  • Three Quarter Bathrooms: 1
  • Total Bedrooms: 4
  • Eating Area: Breakfast Counter / Bar, Family Kitchen, In Living Room
  • Fireplace Features: Family Room, Gas, Raised Hearth
  • Levels: Three Or More
  • Main Level Bathrooms: 1
  • Main Level Bedrooms: 1
  • Price Per Square Foot: 1562.45
  • Room Type: Family Room, Foyer, Great Room, Kitchen, Laundry, Main Floor Bedroom, Master Bathroom, Master Bedroom, Master Suite, Multi-Level Bedroom, Office, Walk-In Closet
  • Spa Features: Above Ground, Roof Top
  • Window Features: Blinds, Custom Covering, Double Pane Windows, Drapes, Skylight(s), Tinted Windows
  • Bathroom Features: Bathtub, Double Sinks In Master Bath, Exhaust Fan(s), Jetted Tub, Linen Closet/Storage, Privacy Toilet Door, Separate Tub And Shower, Soaking Tub, Stone Counters, Walk-In Shower
  • Room Kitchen Features: Kitchen Island, Kitchen Open To Family Room, Pots & Pan Drawers, Self-Closing Cabinet Doors, Self-Closing Drawers, Stone Counters

Exterior Features

  • Patio: Yes
  • Foundation: Slab
  • Exterior Features: Barbecue Private
  • View: Bay, City Lights, Harbor, Ocean
  • Fence: Yes
  • Fencing: Block, Excellent Condition, Vinyl
  • Builder Name: Spinnaker Builders
  • Patio And Porch Features: Stone
  • Pool Private: No
  • Roof: Shake, Wood
  • Spa: Yes
  • Construction Materials: Drywall Walls, Frame, Shingle Siding

Garage/Parking

  • Attached Garage: Yes
  • Garage Spaces: 2.00
  • Number Remotes: 2
  • Parking: Yes
  • Parking Features: Garage, Garage Faces Rear, Garage - Two Door, Garage Door Opener
  • Total Parking Spaces: 2.00

Utilities

  • Utilities: Cable Available, Cable Connected, Natural Gas Connected, Phone Available, Phone Connected, Sewer Connected, Underground Utilities, Water Connected
  • Sprinklers: Yes
  • Heating: Yes
  • Laundry: Yes
  • Appliances: 6 Burner Stove, Barbecue, Built-In Range, Convection Oven, Dishwasher, Double Oven, Electric Water Heater, Freezer, Disposal, Gas Oven, Gas Range, Gas Water Heater, Indoor Grill, Hot Water Circulator, Ice Maker, Microwave, Refrigerator, Tankless Water Heater, Vented Exhaust Fan, Water Softener
  • Electric: 220 Volts For Spa, 220 Volts in Garage, 220 Volts in Kitchen, 220 Volts in Laundry, 220 Volts
  • Heating Type: Central, Zoned, Fireplace(s)
  • Laundry Features: Dryer Included, Gas & Electric Dryer Hookup, Individual Room, Inside, Upper Level, Washer Included
  • Sewer: Public Sewer
  • Water Source: Public
  • Cooling: Central Air, Dual, Electric, Gas
  • Cooling: Yes

Condo/Co-op/Association

  • Association: No
  • Senior Community: No
  • Community Features: Sidewalks

Schools

  • School District: Newport Mesa Unified
  • Elementary School: Harbor View
  • Middle School: Ensign
  • High School: Newport Harbor
  • Elementary School: Harbor View
  • High School: Newport Harbor
  • Middle Or Junior School: Ensign
  • Elementary School #2: HARVIE
  • High School2: NEWHAR

Lot Info

  • Additional Parcels: No
  • Land Lease: No
  • Lot Features: Landscaped, Sprinklers Timer
  • Lot Size Sq Ft: 2550.00

Multi Family

  • Lease Considered: No
  • Number Of Units In Community: 1
  • Number Of Units Total: 1
  • Waterfront Features: Beach Access, Marina in Community, Ocean Side Of Highway 1

Tax Info

  • Tax Block: 3
  • Tax Census Tract: 630.06
  • Tax Lot: 23
  • Tax Tract Number: 100

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Jul 24, 2024
Closed on
Jul 16, 2024
Sold by
Stefanie Val Erdahl Revocable Trust and Erdahl Stefanie Val
Bought by
Robert J Mccluney And Elizabeth P Mccluney Tr and Mccluney
Seller's Agent
Matthew Hoult
Christie's International Real Estate SoCal
Buyer's Agent
Shannon Munoz
Allison James Estates & Homes
List Price
$6,100,000
Sold Price
$6,100,000
Views
1
Current Estimated Value
$6,273,062

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$173,062
Avg. Annual Appreciation
1.05%

Purchase Details

Closed on
Nov 24, 2021
Sold by
Val Erdahl Stefanie
Bought by
Val Erdahl Stefanie and Stefanie Val Erdahl Revocable

Purchase Details

Closed on
Aug 20, 2021
Sold by
Erdahl Darrin Paul and Erdahl Stefanie Val
Bought by
Erdahl Stefanie Val

Purchase Details

Closed on
Jun 10, 2021
Sold by
Erdahl Darrin Paul and Erdahl Stefanie Val
Bought by
Erdahl Darrin Paul and Erdahl Stefanie Val

Purchase Details

Listed on
Mar 1, 2017
Closed on
Apr 11, 2017
Sold by
Lacher Walter Michael and Lacher Elena Monique
Bought by
Erdahl Darrin Paul and Erdahl Stefanie Val
Seller's Agent
Gizelle Sieber
Compass
Buyer's Agent
Laurie Brooks
Alta Realty Group CA, Inc.
List Price
$3,978,000
Sold Price
$3,978,000

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
5.38%

Purchase Details

Listed on
Jul 3, 2015
Closed on
Jul 9, 2015
Sold by
Birkel Carrie
Bought by
The Lacher Family Trust
Seller's Agent
Suzanne Malerbe
RE/MAX Select One
Buyer's Agent
Suzanne Malerbe
RE/MAX Select One
List Price
$3,695,000
Sold Price
$3,628,000
Premium/Discount to List
-$67,000
-1.81%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
5.50%
Original Mortgage
$2,719,500
Interest Rate
3.87%
Mortgage Type
Adjustable Rate Mortgage/ARM

Purchase Details

Closed on
Oct 14, 2014
Sold by
Birkel Martin P and Birkel Carrie
Bought by
Birkel Carrie

Purchase Details

Listed on
Dec 12, 2012
Closed on
Jan 16, 2013
Sold by
Spinnacker Development Llc
Bought by
Birkel Martin P and Birkel Carrie
Seller's Agent
Jon Dishon
Arbor Real Estate
Buyer's Agent
Nancy Hodgkinson
Surterre Properties Inc.
List Price
$3,249,000
Sold Price
$3,200,000
Premium/Discount to List
-$49,000
-1.51%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
5.33%
Original Mortgage
$1,200,000
Interest Rate
3%
Mortgage Type
New Conventional

Purchase Details

Closed on
Aug 10, 2011
Sold by
Patton Douglas R
Bought by
Spinnaker Development Llc

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$2,560,000
Interest Rate
4.43%
Mortgage Type
Unknown
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 Type Sale Price Title Company
Grant Deed $6,100,000 Chicago Title
Interfamily Deed Transfer -- None Available
Interfamily Deed Transfer -- None Available
Interfamily Deed Transfer -- None Available
Grant Deed $3,978,000 North American Title
Grant Deed $3,626,000 North American Title Company
Interfamily Deed Transfer -- None Available
Grant Deed $3,200,000 Ticor Title
Grant Deed $1,310,000 None Available
Source: Public Records

Mortgage History

Date Status Loan Amount Loan Type
Open $4,000,000 New Conventional
Previous Owner $1,700,000 Adjustable Rate Mortgage/ARM
Previous Owner $500,000 Credit Line Revolving
Previous Owner $2,719,500 Adjustable Rate Mortgage/ARM
Previous Owner $1,200,000 New Conventional
Previous Owner $2,560,000 Unknown
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
07/24/2024 07/24/24 Sold $6,100,000 0.0% $2,396 / Sq Ft
07/24/2024 07/24/24 Pending -- -- --
07/24/2024 07/24/24 For Sale $6,100,000 +53.3% $2,396 / Sq Ft
04/24/2017 04/24/17 Sold $3,978,000 0.0% $1,562 / Sq Ft
03/24/2017 03/24/17 Pending -- -- --
03/05/2017 03/05/17 For Sale $3,978,000 0.0% $1,562 / Sq Ft
03/02/2017 03/02/17 Off Market $3,978,000 -- --
03/01/2017 03/01/17 For Sale $3,978,000 +9.6% $1,562 / Sq Ft
08/07/2015 08/07/15 Sold $3,628,000 -1.8% $1,487 / Sq Ft
07/06/2015 07/06/15 Pending -- -- --
07/03/2015 07/03/15 For Sale $3,695,000 +15.5% $1,514 / Sq Ft
01/16/2013 01/16/13 Sold $3,200,000 -1.5% $1,311 / Sq Ft
12/12/2012 12/12/12 For Sale $3,249,000 -- $1,332 / 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 $48,019 $6,100,000 $5,039,766 $1,060,234
2024 $48,019 $4,526,283 $3,744,837 $781,446
2023 $46,899 $4,437,533 $3,671,409 $766,124
2022 $46,126 $4,350,523 $3,599,421 $751,102
2021 $45,240 $4,265,219 $3,528,844 $736,375
2020 $44,806 $4,221,485 $3,492,660 $728,825
2019 $43,871 $4,138,711 $3,424,176 $714,535
2018 $42,994 $4,057,560 $3,357,035 $700,525
2017 $39,217 $3,698,520 $2,979,945 $718,575
2016 $38,331 $3,626,000 $2,921,514 $704,486
2015 $34,880 $3,278,754 $2,621,745 $657,009
2014 $34,130 $3,214,528 $2,570,388 $644,140
Source: Public Records

Agents Affiliated with this Home

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Map

Source: California Regional Multiple Listing Service (CRMLS)

MLS Number: OC17043176

California Regional Multiple Listing Service (CRMLS)

APN: 050-103-07