Marisa Whitaker
Regency Real Estate Brokers
(949) 899-6114
104 Total Sales
6 in Portola Hills
$1.6M - $2.1M Price Range
5367 Heritage Oak Dr Lake Forest, CA 92679
Portola Hills NeighborhoodEstimated Value: $2,558,447
4
Beds
3.5
Baths
3,727
Sq Ft
$686/Sq Ft
Est. Value
Highlights
- Parking available for a boat
- Gated Community
- Clubhouse
- Primary Bedroom Suite
- Open Floorplan
- Cathedral Ceiling
About This Home
As of November 2023UPDATE: 9/30 - Significant price drop!! Experience unparalleled luxury living in Orange County's exclusive gated community of The Oaks at Portola Hills. This magnificent multi-million dollar home sits on an expansive 8902 sq ft lot, offering unmatched privacy as the largest private lot in the community, occupying half the cul-de-sac. A long private driveway can effortlessly accommodate over 10 cars, providing ample space for guests. Step inside the meticulously designed open floor plan with 4 bedrooms and 3.5 bathrooms, including a convenient main floor bedroom suite. The interior showcases pristine elegance, featuring a breathtaking 2-story ceiling, a cozy fireplace, and premium LVP plank flooring throughout. The gourmet kitchen boasts a large central island, built-in stainless-steel appliances, upgraded cabinets, a walk-in pantry and a prep kitchen. Indulge in the luxurious primary suite with an enclosed private loft and upgraded sliding door, while the primary bathroom offers double vanities, a soaking tub, a frameless glass shower, and his & her closets. The backyard is a true oasis with a covered California room, travertine flooring, a built-in sound system, and a gas BBQ and range. Additional highlights include professionally landscaped grounds, community amenities such as a swimming pool and sports courts, and close proximity to shopping centers and freeways. With no Mello Roos (special tax), this exceptional property presents an unparalleled opportunity for refined living. Schedule your visit today and immerse yourself in the pinnacle of luxury!
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Home Details
Home Type
- Single Family
Year Built
- Built in 2020
Lot Details
- 8,902 Sq Ft Lot
- Cul-De-Sac
- Wood Fence
- Block Wall Fence
- Landscaped
- Level Lot
- Back Yard
HOA Fees
- $395 Monthly HOA Fees
Parking
- 2 Car Attached Garage
- 10 Open Parking Spaces
- Parking Available
- Two Garage Doors
- Driveway
- Parking available for a boat
- RV Access or Parking
Home Design
- Spanish Architecture
- Mediterranean Architecture
- Entry on the 1st floor
- Turnkey
- Planned Development
Interior Spaces
- 3,727 Sq Ft Home
- 2-Story Property
- Open Floorplan
- Wired For Sound
- Wired For Data
- Cathedral Ceiling
- Ceiling Fan
- Recessed Lighting
- Double Pane Windows
- Solar Tinted Windows
- Plantation Shutters
- Blinds
- Solar Screens
- Formal Entry
- Family Room Off Kitchen
- Living Room
- Dining Room with Fireplace
- Loft
- Bonus Room
- Home Gym
- Pull Down Stairs to Attic
Kitchen
- Open to Family Room
- Eat-In Kitchen
- Breakfast Bar
- Walk-In Pantry
- Butlers Pantry
- Gas Oven
- Six Burner Stove
- Built-In Range
- Range Hood
- Ice Maker
- Water Line To Refrigerator
- Dishwasher
- Kitchen Island
- Quartz Countertops
- Pots and Pans Drawers
- Utility Sink
Flooring
- Laminate
- Vinyl
Bedrooms and Bathrooms
- 4 Bedrooms | 1 Main Level Bedroom
- Primary Bedroom Suite
- Walk-In Closet
- Jack-and-Jill Bathroom
Laundry
- Laundry Room
- Laundry on upper level
- 220 Volts In Laundry
- Washer and Gas Dryer Hookup
Home Security
- Alarm System
- Carbon Monoxide Detectors
- Fire and Smoke Detector
- Fire Sprinkler System
Eco-Friendly Details
- Solar owned by seller
Outdoor Features
- Covered Patio or Porch
- Outdoor Grill
Utilities
- Cooling System Powered By Gas
- Forced Air Heating and Cooling System
- 220 Volts in Garage
- Tankless Water Heater
- Hot Water Circulator
- Water Purifier
- Water Softener
- Phone Available
- Cable TV Available
Listing and Financial Details
- Tax Lot 43
- Tax Tract Number 32055
- Assessor Parcel Number 60651112
- $194 per year additional tax assessments
Community Details
Overview
- Associa Association, Phone Number (800) 369-7260
- Professional Community Management HOA
- Foothills
Amenities
- Outdoor Cooking Area
- Community Barbecue Grill
- Picnic Area
- Clubhouse
- Laundry Facilities
Recreation
- Community Playground
- Community Pool
- Community Spa
- Park
- Dog Park
- Bike Trail
Security
- Gated Community
Ownership History
We collect this data history from publicly available records. To have your information removed, we recommend requesting removal directly through your county’s website.
Date
Name
Owned For
Owner Type
Purchase Details
Listed on
May 27, 2023
Closed on
Oct 19, 2023
Sold by
Bought by
Seller's Agent
Jason Kim
West Capital Real Estate
Buyer's Agent
Tonee Do
West Capital Real Estate
List Price
$2,388,888
Sold Price
$2,200,000
Premium/Discount to List
-$188,888
-7.91%
Views
82
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
$358,447
Avg. Annual Appreciation
5.64%
Original Mortgage
$1,089,000
Interest Rate
7.19%
Mortgage Type
New Conventional
Purchase Details
Closed on
May 22, 2020
Sold by
Bought by
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$930,000
Interest Rate
2.7%
Mortgage Type
New Conventional
Home Values in the Area
Average Home Value in this Area
Agents Specializing in Portola Hills, CA
-
Marisa Whitaker
-
Denise Mellor
Denise Mellor
First Team Real Estate
(657) 300-3913
44 Total Sales
1 in Portola Hills
$555,000 Price
-
Shelby Wu
Shelby Wu
Coldwell Banker Realty
(858) 285-4406
46 Total Sales
1 in Portola Hills
$780,000 Price
-
David Feldberg
David Feldberg
Coastal Real Estate Group
(949) 989-5690
56 Total Sales
2 in Portola Hills
$1,900,000 Price Range
-
Ron Pickett
Ron Pickett
Coldwell Banker Realty
(949) 577-6199
66 Total Sales
2 in Portola Hills
$475,000 Price Range
-
Danielle Wilson
Danielle Wilson
Compass
(949) 919-5939
55 Total Sales
1 in Portola Hills
$888,000 Price
Purchase History
We collect this data history from publicly available records. To have your information removed, we recommend requesting removal directly through your county’s website.
| Date | Buyer | Sale Price | Title Company |
|---|---|---|---|
| $2,200,000 | Fidelity National Title | ||
| $1,448,500 | None Listed On Document |
Source: Public Records
Mortgage History
We collect this data history from publicly available records. To have your information removed, we recommend requesting removal directly through your county’s website.
| Date | Status | Borrower | Loan Amount |
|---|---|---|---|
| Open | $1,098,000 | ||
| Closed | $1,101,900 | ||
| Closed | $1,089,000 | ||
| Previous Owner | $200,000 | ||
| Previous Owner | $930,000 |
Source: Public Records
Property History
We collect this data history from publicly available records. To have your information removed, we recommend requesting removal directly through your county’s website.
| Date | Event | Price | List to Sale | Price per Sq Ft |
|---|---|---|---|---|
| 11/03/2023 11/03/23 | Sold | $2,200,000 | 0.0% | $590 / Sq Ft |
| 10/10/2023 10/10/23 | Pending | -- | -- | -- |
| 09/30/2023 09/30/23 | Price Changed | $2,199,900 | -11.2% | $590 / Sq Ft |
| 06/22/2023 06/22/23 | Price Changed | $2,478,000 | +3.7% | $665 / Sq Ft |
| 05/27/2023 05/27/23 | For Sale | $2,388,888 | -- | $641 / Sq Ft |
Source: California Regional Multiple Listing Service (CRMLS)
Tax History
We collect this data history from publicly available records. To have your information removed, we recommend requesting removal directly through your county’s website.
| 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 |
|---|---|---|---|---|
| 2026 | $23,404 | $2,288,880 | $1,079,047 | $1,209,833 |
| 2025 | $23,047 | $2,244,000 | $1,057,889 | $1,186,111 |
| 2024 | $23,047 | $2,200,000 | $1,037,146 | $1,162,854 |
| 2023 | $15,475 | $1,492,175 | $448,778 | $1,043,397 |
| 2022 | $15,200 | $1,462,917 | $439,978 | $1,022,939 |
| 2021 | $8,441 | $818,267 | $75,623 | $742,644 |
| 2020 | $279 | $24,848 | $24,848 | $0 |
| 2019 | $297 | $24,361 | $24,361 | $0 |
Source: Public Records
Agents Affiliated with this Home
-
Jason Kim
J
Seller's Agent in 2023
Jason Kim
West Capital Real Estate
(949) 570-8981
1 in this area
2 Total Sales
-
Tonee Do
Seller Co-Listing Agent in 2023
Tonee Do
West Capital Real Estate
(714) 657-5503
1 in this area
78 Total Sales
Map
Source: California Regional Multiple Listing Service (CRMLS)
MLS Number: OC23093340
APN: 606-511-12
Disclaimer: Certain information contained herein is derived from information provided by parties other than Homes.com. All information provided is deemed reliable, but is not guaranteed to be accurate and should be independently verified.
The multiple listing data appearing on this website, or contained in reports produced therefrom, is owned and copyrighted by California Regional Multiple Listing Service, Inc. ("CRMLS") and is protected by all applicable copyright laws. Information provided is for viewer's personal, non-commercial use and may not be used for any purpose other than to identify prospective properties the viewer may be interested in purchasing. All listing data, including but not limited to square footage and lot size is believed to be accurate, but the listing Agent, listing Broker and CRMLS and its affiliates do not warrant or guarantee such accuracy. The viewer should independently verify the listed data prior to making any decisions based on such information by personal inspection and/or contacting a real estate professional.
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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