$687,500
SOLD JUL 21, 2025

2920 Heritage Oak Way Lodi, CA 95242

Sunwest Neighborhood
3 Beds
2 Baths
2,031 Sq Ft
7,279 Sq Ft Lot

Recently Sold

$339 Per Sq Ft

16 Days on Market

Highlights

  • In Ground Pool
  • A-Frame Home
  • No HOA
  • Solar Power System
  • Great Room
  • Bathtub

About This Home

As of July 2025

Just in time for Summer is this Lovely Home in one of Lodi's most sought out Northwest areas.Featuring built in pool and spa perfect for Lodi's hot days and cool evenings. Open kitchen with cozy breakfast nook for fun conversations while cooking and early morning coffee. Spacious Living Room with Fireplace and Dining Room Area fantastic for entertaining. Charming Office space for the Remote Worker, Master Bedroom Suite with soaking tub, dual sinks and a walk in closet.... The 3 Car Finished Garage is perfect for your weekend toys. Let The pictures say it all folks ... This one won't last long!

Last Agent to Sell the Property

Shelly Sherman

Bennett Realtors License #01164605 Listed on: 05/08/2025

Last Buyer's Agent

Shelly Sherman

Bennett Realtors License #01164605 Listed on: 05/08/2025

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $7,296

Year Built

  • Built in 2001

Lot Details

  • 7,279 Sq Ft Lot
  • North Facing Home
  • Back Yard Fenced
  • Property is zoned R1

Parking

  • 3 Car Garage
  • 3 Open Parking Spaces
  • Front Facing Garage
  • Garage Door Opener

Home Design

  • A-Frame Home
  • Slab Foundation
  • Frame Construction
  • Tile Roof

Interior Spaces

  • 2,031 Sq Ft Home
  • 1-Story Property
  • Gas Fireplace
  • Great Room
  • Family or Dining Combination
  • Tile Flooring
  • Laundry in unit

Kitchen

  • Free-Standing Gas Range
  • Microwave
  • Dishwasher
  • Kitchen Island
  • Disposal

Bedrooms and Bathrooms

  • 3 Bedrooms
  • 2 Full Bathrooms
  • Secondary Bathroom Double Sinks
  • Bathtub
  • Separate Shower

Home Security

  • Carbon Monoxide Detectors
  • Fire and Smoke Detector

Eco-Friendly Details

  • Solar Power System

Pool

  • In Ground Pool
  • Spa

Utilities

  • Central Heating and Cooling System
  • Water Heater

Community Details

  • No Home Owners Association
  • Net Lease

Listing and Financial Details

  • Assessor Parcel Number 029-510-12

Home Details

Home Type

Single Family

Est. Annual Taxes

$7,296

Year Built

Built in 2001

Lot Details

0

Parking

3

Listing Details

  • Property Type: Residential
  • Subtype Description: Detached
  • Property Subtype 1: Single Family Residence
  • Remodeled Updated: No
  • Stories: 1
  • Year Built: 2001
  • Architectural Style: A-Frame
  • Levels: One
  • Special Features: None
  • Property Sub Type: Detached

Interior Features

  • Appliances: Free Standing Gas Range, Dishwasher, Disposal, Microwave
  • Fireplace Features: Gas Piped
  • Fireplaces: 1
  • Flooring: Tile
  • Total Bathrooms: 2
  • Bathroom Features: Shower Stall(s), Double Sinks, Tub
  • Dining Room Features: Dining/Family Combo
  • Kitchen Features: Island
  • Living Room Features: Great Room
  • Room Type: Dining Room, Family Room, Great Room
  • Main Level: Bedroom(s), Dining Room, Family Room, Master Bedroom, Full Bath(s), Garage, Kitchen
  • Price Per Square Foot: 338.50
  • Square Footage: 2031.00

Exterior Features

  • Other Structures: Other
  • Construction Materials: Frame
  • Property Faces: North
  • Disclosures/Documents: Roof Inspection, Disclosure Package Available, Home Inspection Report, Pest Control Report Available, Pool Report
  • Fencing: Back Yard
  • Foundation: Slab
  • Home Warranty: No
  • Horse Property: No
  • Listing Price: 687500.00
  • Lot Features: Auto Sprinkler F&R
  • New Construction: No
  • Pool Features: Built-In
  • Pool: Yes
  • Roof: Tile
  • Spa Features: Spa/Hot Tub Built-In
  • Spa: Yes

Garage/Parking

  • Open Parking Spaces: 3.00
  • Garage Spaces: 3.00
  • Parking Features: Garage Door Opener, Garage Facing Front

Utilities

  • Security: Carbon Mon Detector, Double Strapped Water Heater, Smoke Detector
  • Sewer: In & Connected
  • Utilities: Solar, Electric, Natural Gas Available
  • Cooling: Central
  • Electric: Other
  • Heating: Central
  • Laundry Features: Inside Room
  • Water Source: Public

Condo/Co-op/Association

  • Association: No
  • Senior Community: No

Fee Information

  • Land Lease: No

Schools

  • Senior High School District: Lodi Unified

Lot Info

  • Zoning: R1
  • Irrigation: None
  • Lot Size Acres: 0.1671
  • Lot Size Sq Ft: 7279.00

Rental Info

  • Lease Type: Net

Multi Family

Tax Info

  • Assessor Parcel Number: 029-510-12
  • Bonds/Assessments/Taxes: Unknown

MLS Schools

  • School District (County): San Joaquin

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
May 8, 2025
Closed on
Jul 10, 2025
Sold by
Brauer Cory and Brauer Lana Marie
Bought by
Sherman Revocable Trust and Sherman
Seller's Agent
Shelly Sherman
Bennett Realtors
Buyer's Agent
Shelly Sherman
Bennett Realtors
List Price
$687,500
Sold Price
$687,500
Views
83

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
19.15%
Original Mortgage
$653,125
Outstanding Balance
$653,125
Interest Rate
6.85%
Mortgage Type
New Conventional
Estimated Equity
$41,641

Purchase Details

Closed on
Feb 4, 2021
Sold by
Siria Scott W
Bought by
Siria Scott W and Siria Frances

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$368,000
Interest Rate
2.7%
Mortgage Type
New Conventional

Purchase Details

Closed on
Oct 5, 2019
Sold by
Siria Frances C and Siria Scott
Bought by
Siria Scott W

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$375,000
Interest Rate
3.73%
Mortgage Type
New Conventional

Purchase Details

Closed on
Sep 19, 2019
Sold by
Siria Scott W and Siria Frances C
Bought by
Siria Scott W

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$375,000
Interest Rate
3.73%
Mortgage Type
New Conventional

Purchase Details

Listed on
Apr 1, 2015
Closed on
Jun 2, 2015
Sold by
Potts Michael W and The Potts Family Trust Of 1998
Bought by
Siria Scott W and Siria Frances C
Seller's Agent
Liz Schuler
Werner Properties
Buyer's Agent
Richard Mahoney
Cornerstone Real Estate Group
List Price
$405,000
Sold Price
$388,000
Premium/Discount to List
-$17,000
-4.2%

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Avg. Annual Appreciation
5.90%
Original Mortgage
$310,083
Interest Rate
4.37%
Mortgage Type
FHA

Purchase Details

Closed on
Mar 5, 2002
Sold by
Towne Ranch Associates
Bought by
Donato Raymond and Donato Lenore

Purchase Details

Closed on
Jan 14, 2002
Sold by
Potts Warren L and Potts Georgia R
Bought by
Potts Warren Louis and Potts Georgia Ruth

Purchase Details

Closed on
Oct 19, 2001
Sold by
Towne Ranch Associates
Bought by
Potts Warren L and Potts Georgia R

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$160,000
Interest Rate
6.87%
Source: Public Records

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Range of Values:

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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 $687,500 Chicago Title
Interfamily Deed Transfer -- Atlas Title Company
Interfamily Deed Transfer -- First American Title Ins Co
Interfamily Deed Transfer -- First American Title Ins Co
Grant Deed $388,000 Chicago Title Company
Grant Deed $249,000 Chicago Title Co
Interfamily Deed Transfer -- --
Grant Deed $262,000 Chicago Title Co
Source: Public Records

Mortgage History

Date Status Loan Amount Loan Type
Open $653,125 New Conventional
Previous Owner $368,000 New Conventional
Previous Owner $375,000 New Conventional
Previous Owner $25,000 Credit Line Revolving
Previous Owner $350,000 New Conventional
Previous Owner $310,083 FHA
Previous Owner $169,500 New Conventional
Previous Owner $176,000 Unknown
Previous Owner $175,000 Balloon
Previous Owner $160,000 No Value Available
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
07/21/2025 07/21/25 Sold $687,500 0.0% $339 / Sq Ft
05/24/2025 05/24/25 Pending -- -- --
05/08/2025 05/08/25 For Sale $687,500 -2.5% $339 / Sq Ft
06/03/2022 06/03/22 Sold $705,000 +2.2% $347 / Sq Ft
05/11/2022 05/11/22 Pending -- -- --
05/10/2022 05/10/22 For Sale $690,000 +77.8% $340 / Sq Ft
06/16/2015 06/16/15 Sold $388,000 -4.2% $191 / Sq Ft
05/01/2015 05/01/15 Pending -- -- --
03/30/2015 03/30/15 For Sale $405,000 -- $199 / Sq Ft
Source: MetroList

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 $7,296 $679,200 $200,000 $479,200
2023 $7,043 $650,300 $195,000 $455,300
2022 $4,677 $439,416 $153,795 $285,621
2021 $4,760 $430,801 $150,780 $280,021
2020 $4,635 $426,384 $149,234 $277,150
2019 $4,540 $418,024 $146,308 $271,716
2018 $4,475 $409,829 $143,440 $266,389
2017 $4,374 $401,794 $140,628 $261,166
2016 $4,099 $393,917 $137,871 $256,046
2014 -- $338,975 $93,996 $244,979
Source: Public Records

Agents Affiliated with this Home

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Map

Source: MetroList

MLS Number: 225058954

MetroList

APN: 029-510-12