NOT LISTED FOR SALE

Estimated Value: $2,729,000 - $6,854,000

6 Beds
3 Baths
2,955 Sq Ft
$1,763/Sq Ft Est. Value

About This Home

Private and open, this chic Mid-Century Modern home is located just moments from the beach in Dana Point’s exclusive guard-gated Monarch Bay enclave. The spacious single-level residence presents six bedrooms and three baths in approximately 2,955 square feet. Nearly every room in the home opens to the outdoors, with sliding-glass doors, floor-to-ceiling and clerestory windows, and central atrium-style patio blurring the line between inside and out. A perfect welcome for guests, the entry patio offers ample room for socializing by an open-air fireplace and grilling up a great meal with friends. Indoors, defined living areas seamlessly flow from one to the other, with a fireplace-warmed living room joining a dining room, lounge area that’s ideal for movie night, and family room that opens to an upgraded kitchen with white cabinetry, stone countertops, island, and breakfast bar. Vinyl flooring is featured throughout the home, and sleek LED lighting fixtures and custom bath tile and fixtures are on display. The primary suite is exceptionally large, offering room for yoga, a studio or sitting area. Private grounds extend nearly 19,964 square feet and reveal multiple patios, a soothing spa, beautiful lawns, and ample guest parking. Located near Salt Creek Beach, the Ritz-Carlton, and prestigious golf courses, Monarch Bay is one of southern Orange County’s most sought-after addresses. Residents have easy access to the sand and membership in the newly remodeled Monarch Bay Beach Club, where attendants set up complementary towel, beach chair, and umbrella service on the sand. Homeowners enjoy tennis, basketball, a fenced dog run and scenic Neptune Park.

Ownership History

Date Name Owned For Owner Type

Purchase Details

Closed on
Jun 11, 2020
Sold by
Mmb Management Llc
Bought by
Monarch Bay Land Association
Current Estimated Value
$5,210,381

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$2,940,000
Interest Rate
3.12%
Mortgage Type
New Conventional

Purchase Details

Closed on
May 6, 2020
Sold by
Monarch Bay Land Association
Bought by
Smith Timothy Clark and Smith Amber Adrian

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$2,500,000
Interest Rate
3.2%
Mortgage Type
New Conventional

Purchase Details

Closed on
Mar 8, 2016
Sold by
Smith Timothy C
Bought by
The Smith Family Trust

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$780,000
Interest Rate
3.79%
Mortgage Type
Balloon

Purchase Details

Closed on
Nov 6, 2007
Sold by
Bank Of The West
Bought by
Mmb Management Llc

Purchase Details

Closed on
Nov 2, 2007
Sold by
Barnes Jane Mathis and Barnes Franklin Lockwood
Bought by
Mmb Management Llc

Purchase Details

Closed on
Oct 31, 2007
Sold by
Mathis Lewis M and Mathis Christyn E
Bought by
Mmb Management Llc

Purchase Details

Closed on
Oct 26, 2007
Sold by
Mathis Jeffrey H
Bought by
Mmb Management Llc

Purchase Details

Closed on
Oct 24, 2007
Sold by
Mathis Stephanie C
Bought by
Mmb Management Llc

Purchase Details

Closed on
Oct 19, 2007
Sold by
Mathis Todd W
Bought by
Mmb Management Llc

Purchase Details

Closed on
Oct 12, 2007
Sold by
Mathis Wade M
Bought by
Mmb Management Llc

Purchase Details

Closed on
Sep 4, 2007
Sold by
Barnes Jane Mathis
Bought by
Barnes Franklin Lockwood and Barnes Jane Mathis

Purchase Details

Closed on
Aug 29, 2007
Sold by
Mathis Glenn E
Bought by
Bank Of The West and Glenn E Mathis Jr & Marion C Mathis Fami

Purchase Details

Closed on
Jun 5, 2007
Sold by
Mathis Glenn E
Bought by
Mathis Glenn E and Mathis Family 1996 Trust

Purchase Details

Closed on
Jun 2, 2007
Sold by
Barnes Jane Mathis
Bought by
Barnes Jane Mathis and The Jane & Franklin Barnes Family Trust

Purchase Details

Closed on
May 4, 2007
Sold by
Mathis Lewis M
Bought by
Mathis Lewis M and Mathis Christyn E

Purchase Details

Closed on
Apr 19, 2007
Sold by
Bank Of The West
Bought by
Mathis Lewis M

Purchase Details

Closed on
Apr 16, 2007
Sold by
Bank Of The West
Bought by
Mathis Glenn E

Purchase Details

Closed on
Apr 11, 2002
Sold by
Brown Louis H and Brown Juditha
Bought by
Brown Louis H and Brown Juditha

Range of Values:

Collateral Analytics

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Average Value
Not Available
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 Buyer Sale Price Title Company
Monarch Bay Land Association $225,188,000 None Available
Smith Timothy Clark $1,459,500 First American Title Company
The Smith Family Trust -- None Available
Smith Timothy C -- Ticor Title
Mmb Management Llc -- First American Title Company
Mmb Management Llc -- First American Title Company
Mmb Management Llc -- First American Title Company
Mmb Management Llc -- First American Title Company
Mmb Management Llc -- First American Title Company
Mmb Management Llc -- First American Title Company
Mmb Management Llc -- First American Title Company
Mmb Management Llc -- First American Title Company
Mmb Management Llc -- First American Title Company
Mmb Management Llc -- First American Title Company
Mmb Management Llc -- First American Title Company
Mmb Management Llc -- First American Title Company
Mmb Management Llc -- First American Title Company
Mmb Management Llc -- First American Title Company
Barnes Franklin Lockwood -- None Available
Bank Of The West -- None Available
Mathis Glenn E -- None Available
Barnes Jane Mathis -- None Available
Mathis Lewis M -- None Available
Mathis Lewis M -- First American Title Co
Barnes Jane Mathis -- First American Title Co
Mathis Glenn E -- First American Title Co
Brown Louis H -- --
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Open Smith Timothy Clark $2,945,000
Closed Smith Timothy Clark $2,940,000
Previous Owner Smith Timothy Clark $2,500,000
Previous Owner Smith Family Trust $1,725,000
Previous Owner Smith Timothy Clark $1,017,500
Previous Owner Smith Timothy C $780,000
Previous Owner Brown Louis H $400,000
Previous Owner Brown Louis H $0
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
06/29/2023 06/29/23 Rented $19,000 -5.0% --
05/01/2023 05/01/23 For Rent $20,000 -- --

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
2024 $25,429 $2,228,536 $1,769,064 $459,472
2023 $25,338 $2,184,840 $1,734,377 $450,463
2022 $24,964 $2,142,000 $1,700,369 $441,631
2021 $24,207 $2,100,000 $1,667,028 $432,972
2020 $20,409 $1,840,134 $1,407,162 $432,972
2019 $19,902 $1,804,053 $1,379,570 $424,483
2018 $19,846 $1,768,680 $1,352,520 $416,160
2017 $19,273 $1,734,000 $1,326,000 $408,000
2016 $3,103 $191,083 $83,801 $107,282
2015 $2,841 $188,213 $82,542 $105,671
2014 $2,805 $184,527 $80,925 $103,602
Source: Public Records

Agents Affiliated with this Home

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