Seller's Agent in 2024
Katherine Quach
Treeline Realty & Investment
(626) 656-2889
1 in this area
47 Total Sales
4
Beds
4.5
Baths
5,438
Sq Ft
0.29
Acres
Highlights
- White Water Ocean Views
- Home Theater
- Fireplace in Primary Bedroom
- Marco Forster Middle School Rated A-
- Filtered Pool
- Main Floor Bedroom
About This Home
As of December 2024This home has a manificent panoramic White Water Ocean View, is situated in the prestigious gated community of Bal Harbour. Upon entering the front door, you will see the capitvating Ocean View through the picture window and draws you through the Living Room into the kitchen area. This beautiful open floor plan and airy home offers custom window treatment, three fireplaces, formal dining room, the great room opens to the gourmet kitchen with a large center island, subzero refrigerator, Viking stove and top of the line appliances. On the lower level, there is a bedroom suite with full bath, and an office that can be converted to a 5th bedroom. Upon ascending the grand staircase, you come upon the custom library, game & movie room, 2 bedroom suites with their own bathroom, and a Master suite with private patio and endless breathtaking ocean views. The backyard features a swimming pool, spa, BBQ, fire pit and a huge side yard for outdoor entertainment. This home is located just minutes from the harbor, restaurants, shops and Downtown Dana Point. Must See!!!
Last Agent to Sell the Property
Treeline Realty & Investment Brokerage Phone: 626-617-1991 License #01973653 Listed on: 08/24/2024
Home Details
Home Type
- Single Family
Est. Annual Taxes
- $35,844
Year Built
- Built in 2003
Lot Details
- 0.29 Acre Lot
- Flag Lot
HOA Fees
- $420 Monthly HOA Fees
Parking
- 3 Car Attached Garage
Property Views
- White Water Ocean
- Coastline
- Harbor
- Panoramic
- Woods
Home Design
- Entry on the 1st floor
Interior Spaces
- 5,438 Sq Ft Home
- 2-Story Property
- Formal Entry
- Family Room with Fireplace
- Great Room
- Living Room with Fireplace
- Home Theater
- Home Office
- Library
- Walk-In Pantry
- Laundry Room
Bedrooms and Bathrooms
- 4 Bedrooms | 1 Main Level Bedroom
- Fireplace in Primary Bedroom
- Walk-In Closet
Outdoor Features
- Filtered Pool
- Exterior Lighting
Utilities
- Forced Air Heating and Cooling System
Listing and Financial Details
- Tax Lot 38
- Tax Tract Number 15405
- Assessor Parcel Number 66853138
Community Details
Overview
- Bal Harbour Community Association, Phone Number (949) 716-3998
- Powerstone Property Mgmt HOA
- Bal Harbour Subdivision
Security
- Resident Manager or Management On Site
Ownership History
Date
Name
Owned For
Owner Type
Purchase Details
Listed on
Aug 24, 2024
Closed on
Nov 15, 2024
Sold by
Gao Fei
Bought by
Thorsen Revocable Trust and Thorsen
Seller's Agent
Katherine Quach
Treeline Realty & Investment
Buyer's Agent
Jill Mitzev
Inhabit Collective
List Price
$4,690,000
Sold Price
$4,150,000
Premium/Discount to List
-$540,000
-11.51%
Views
94
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
$287,538
Avg. Annual Appreciation
8.00%
Original Mortgage
$2,650,000
Outstanding Balance
$2,625,169
Interest Rate
6.44%
Mortgage Type
New Conventional
Estimated Equity
$1,812,369
Purchase Details
Listed on
Jun 8, 2015
Closed on
Jul 7, 2015
Sold by
Williams Kenneth Lloyd and Williams Joan Eleanor
Bought by
Gao Fei
Seller's Agent
Shari Miscione
Coldwell Banker Realty
Buyer's Agent
Cindy Chin
Cindy Chin Realty
List Price
$2,895,000
Sold Price
$2,780,000
Premium/Discount to List
-$115,000
-3.97%
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
4.41%
Purchase Details
Closed on
Nov 15, 2010
Sold by
Williams Kenneth Lloyd and Williams Joan Eleanor
Bought by
Williams Kenneth Lloyd and Williams Joan Eleanor
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
4.25%
Mortgage Type
New Conventional
Purchase Details
Closed on
Aug 18, 2005
Sold by
Coronado Julian A and Coronado Jeanne M
Bought by
Williams Kenneth Lloyd and Williams Joan Eleanor
Purchase Details
Closed on
Jun 15, 2004
Sold by
Coronado Julian A
Bought by
Coronado Jeanne M
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$380,000
Interest Rate
5.95%
Mortgage Type
New Conventional
Purchase Details
Closed on
Aug 18, 2003
Sold by
Makallon Dana Point Llc
Bought by
Coronado Julian A and Coronado Jeanne M
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$1,777,880
Interest Rate
7%
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 | Type | Sale Price | Title Company |
|---|---|---|---|
| Grant Deed | $4,150,000 | Wfg National Title | |
| Grant Deed | $4,150,000 | Wfg National Title | |
| Grant Deed | $2,780,000 | Fidelity National Title | |
| Interfamily Deed Transfer | -- | Stewart Title Irvine | |
| Grant Deed | $3,205,000 | Fidelity National Title | |
| Interfamily Deed Transfer | -- | Fidelity National Title | |
| Interfamily Deed Transfer | -- | Fidelity National Title | |
| Grant Deed | $2,222,500 | First American Title Co |
Source: Public Records
Mortgage History
| Date | Status | Loan Amount | Loan Type |
|---|---|---|---|
| Open | $2,650,000 | New Conventional | |
| Closed | $2,650,000 | New Conventional | |
| Previous Owner | $500,000 | New Conventional | |
| Previous Owner | $380,000 | New Conventional | |
| Previous Owner | $1,777,880 | Purchase Money Mortgage | |
| Closed | $200,000 | No Value Available |
Source: Public Records
Property History
| Date | Event | Price | List to Sale | Price per Sq Ft | Prior Sale |
|---|---|---|---|---|---|
| 12/03/2024 12/03/24 | Sold | $4,150,000 | -11.5% | $763 / Sq Ft | |
| 10/21/2024 10/21/24 | Pending | -- | -- | -- | |
| 08/24/2024 08/24/24 | For Sale | $4,690,000 | 0.0% | $862 / Sq Ft | |
| 08/06/2021 08/06/21 | Rented | $12,000 | +4.3% | -- | |
| 07/27/2021 07/27/21 | Off Market | $11,500 | -- | -- | |
| 07/22/2021 07/22/21 | For Rent | $11,500 | +27.8% | -- | |
| 06/30/2019 06/30/19 | Rented | $9,000 | -2.2% | -- | |
| 06/20/2019 06/20/19 | Off Market | $9,200 | -- | -- | |
| 05/10/2019 05/10/19 | Price Changed | $9,200 | -3.2% | $2 / Sq Ft | |
| 04/22/2019 04/22/19 | Price Changed | $9,500 | -3.1% | $2 / Sq Ft | |
| 04/10/2019 04/10/19 | Price Changed | $9,800 | +8.9% | $2 / Sq Ft | |
| 04/06/2019 04/06/19 | For Rent | $9,000 | 0.0% | -- | |
| 08/24/2015 08/24/15 | Sold | $2,780,000 | -4.0% | $505 / Sq Ft | View Prior Sale |
| 06/17/2015 06/17/15 | Pending | -- | -- | -- | |
| 06/08/2015 06/08/15 | For Sale | $2,895,000 | -- | $526 / Sq Ft |
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 | $35,844 | $2,836,006 | $1,815,044 | $1,020,962 |
| 2024 | $35,844 | $3,226,426 | $2,016,780 | $1,209,646 |
| 2023 | $34,798 | $3,163,163 | $1,977,235 | $1,185,928 |
| 2022 | $33,058 | $3,101,141 | $1,938,466 | $1,162,675 |
| 2021 | $33,442 | $3,040,335 | $1,900,457 | $1,139,878 |
| 2020 | $32,570 | $3,009,161 | $1,880,971 | $1,128,190 |
| 2019 | $31,331 | $2,950,158 | $1,844,089 | $1,106,069 |
| 2018 | $31,431 | $2,892,312 | $1,807,930 | $1,084,382 |
| 2017 | $30,741 | $2,835,600 | $1,772,480 | $1,063,120 |
| 2016 | $29,583 | $2,780,000 | $1,737,725 | $1,042,275 |
| 2015 | $26,294 | $2,500,000 | $1,615,181 | $884,819 |
| 2014 | $21,751 | $2,050,000 | $1,165,181 | $884,819 |
Source: Public Records
Agents Affiliated with this Home
-
Katherine Quach
-
Jill Mitzev
Buyer's Agent in 2024
Jill Mitzev
Inhabit Collective
(949) 289-1783
1 in this area
63 Total Sales
-
Doug Echelberger
Buyer Co-Listing Agent in 2024
Doug Echelberger
Inhabit Collective
(949) 463-0400
1 in this area
374 Total Sales
-
Dennis Sam
D
Seller's Agent in 2021
Dennis Sam
Coldwell Banker Realty
(949) 837-5700
3 Total Sales
-
Gary Hansen
Buyer's Agent in 2021
Gary Hansen
RE/MAX
(949) 228-1440
27 Total Sales
-
Robyn Robinson
Buyer's Agent in 2019
Robyn Robinson
Compass
(949) 295-5676
150 Total Sales
Source: California Regional Multiple Listing Service (CRMLS)
MLS Number: AR24175958
APN: 668-531-38
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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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