$705,000
SOLD JUN 3, 2022

2920 Heritage Oak Way Lodi, CA 95242

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

Recently Sold

$347 Per Sq Ft

2% Above List Price

1 Day on Market

Highlights

  • Pool and Spa
  • Custom Home
  • Great Room
  • RV Access or Parking
  • Corner Lot
  • No HOA

About This Home

As of July 2025

This beautifully well-maintained three-bedroom, two-bath home, plus office is just what you're looking for! With updated marble kitchen countertops, stainless LG appliances, ceramic tile flooring in the main living areas, an abundance of storage, and even a three-car garage with finished epoxy floors. Enjoy the California summers with the refreshing pool and spa, a short bike ride to Lodi Lake, or the nearby park after a long day. Don't miss out on this rare gem!

Last Agent to Sell the Property

Erin Hopps-Stacher

Peter Boysen Realty License #02093966 Listed on: 05/10/2022

Last Buyer's Agent

Shelly Sherman

Bennett Realtors License #01164605

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $7,296

Year Built

  • Built in 2001 | Remodeled

Lot Details

  • 7,279 Sq Ft Lot
  • Landscaped
  • Corner Lot

Parking

  • 3 Car Garage
  • Front Facing Garage
  • Garage Door Opener
  • RV Access or Parking

Home Design

  • Custom Home
  • Slab Foundation
  • Tile Roof
  • Stucco

Interior Spaces

  • 2,031 Sq Ft Home
  • 1-Story Property
  • Whole House Fan
  • Ceiling Fan
  • Family Room with Fireplace
  • Great Room
  • Family or Dining Combination

Kitchen

  • Double Self-Cleaning Oven
  • Built-In Gas Oven
  • Built-In Gas Range
  • Microwave
  • Plumbed For Ice Maker
  • Dishwasher
  • ENERGY STAR Qualified Appliances
  • Disposal

Flooring

  • Carpet
  • Tile

Bedrooms and Bathrooms

  • 3 Bedrooms
  • 2 Full Bathrooms

Laundry

  • Laundry on main level
  • Sink Near Laundry
  • Gas Dryer Hookup

Home Security

  • Security System Owned
  • Carbon Monoxide Detectors
  • Fire and Smoke Detector

Pool

  • Pool and Spa
  • In Ground Pool
  • Gas Heated Pool
  • Gunite Pool
  • Solar Heated Spa
  • Fence Around Pool
  • Pool Sweep

Outdoor Features

  • Shed

Utilities

  • Central Heating and Cooling System
  • Three-Phase Power
  • 220 Volts in Kitchen
  • Natural Gas Connected
  • Gas Water Heater
  • High Speed Internet
  • Cable TV Available

Community Details

  • No Home Owners Association
  • Building Fire Alarm

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 | Remodeled

Lot Details

0

Parking

3

Listing Details

  • Property Type: Residential
  • Subtype Description: Semi-Custom
  • Property Subtype 1: Single Family Residence
  • Remodeled Updated: Yes
  • Stories: 1
  • Year Built: 2001
  • Accessibility Features: 0
  • Remodeled/Updated Desc: Kitchen 0-5YR
  • ResoPropertyType: Residential
  • Special Features: None
  • Property Sub Type: Detached

Interior Features

  • Appliances: Gas Cook Top, Built-In Gas Oven, Built-In Gas Range, Gas Water Heater, Dishwasher, Disposal, Microwave, Double Oven, Plumbed For Ice Maker, Self/Cont Clean Oven, ENERGY STAR Qualified Appliances
  • Fireplace Features: Family Room
  • Fireplaces: 1
  • Flooring: Carpet, Tile
  • Master Bathroom Features: Double Sinks,Jetted Tub,Tile,Walk-In Closet
  • Master Bedroom Features: Surround Sound,Walk-In Closet,Outside Access
  • Total Bathrooms: 2
  • Bathroom Features: Closet,Double Sinks,Jetted Tub,Tile,Window
  • Dining Room Features: Dining/Family Combo
  • Kitchen Features: Breakfast Area,Marble Counter,Island
  • Living Room Features: Great Room
  • Main Level: Bedroom(s),Dining Room,Family Room,Master Bedroom,Full Bath(s),Garage,Kitchen
  • Price Per Square Foot: 347.12
  • Square Footage: 2031.00

Exterior Features

  • Other Structures: Shed(s)
  • Construction Materials: Stucco
  • Foundation: Slab
  • Home Warranty: No
  • Horse Property: No
  • Listing Price: 690000.00
  • Lot Features: Auto Sprinkler F&R, Corner, Curb(s)/Gutter(s), Street Lights, Landscape Back, Landscape Front
  • Pool Features: Built-In, Pool Sweep, Pool/Spa Combo, Fenced, Gas Heat, Gunite Construction, Solar Heat
  • Pool: Yes
  • Roof: Tile
  • Spa Features: Spa/Hot Tub Built-In
  • Spa: Yes

Garage/Parking

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

Utilities

  • Security: Carbon Mon Detector, Double Strapped Water Heater, Security System Owned, Fire Alarm, Smoke Detector
  • Sewer: Public Sewer
  • Utilities: Cable Available, Electric, Internet Available, Natural Gas Connected
  • Cooling: Ceiling Fan(s), Central, Whole House Fan
  • Electric: 3 Phase, 220 Volts in Kitchen
  • Heating: Central, Fireplace(s), Gas
  • Laundry Features: Cabinets, Sink, Gas Hook-Up, Ground Floor
  • Water Source: Meter on Site

Condo/Co-op/Association

  • Association: No
  • Senior Community: No

Schools

  • Senior High School District: Lodi Unified

Lot Info

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

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
11.09%
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
5.88%
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: 222058604

MetroList

APN: 029-510-12