Seller's Agent in 2024
Alan Kunlun Xiang
Pinnacle Real Estate Group
(909) 682-9688
1 in this area
26 Total Sales
5477 Heritage Oak Dr Lake Forest, CA 92679
Portola Hills NeighborhoodEstimated Value: $2,491,000 - $2,695,000
5
Beds
5.5
Baths
4,226
Sq Ft
$613/Sq Ft
Est. Value
Highlights
- Primary Bedroom Suite
- City Lights View
- Loft
- Portola Hills Elementary School Rated A
- Main Floor Bedroom
- Community Pool
About This Home
As of May 2024Experience unparalleled luxury living in Orange County's exclusive gated community of The Oaks at Portola Hills. Step inside the meticulously designed open floor plan with 5 bedrooms and 5.5 bathrooms, including a convenient main floor bedroom suite. a cozy fireplace, and premium 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 while the primary bathroom offers double vanities, a soaking tub, a frameless glass shower. The backyard is equipped with 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 , this exceptional property presents an unparalleled opportunity for refined living. Schedule your visit today and immerse yourself in the pinnacle of luxury!
Last Agent to Sell the Property
Pinnacle Real Estate Group Brokerage Phone: 909-682-9688 License #01954075 Listed on: 04/12/2024
Home Details
Home Type
- Single Family
Year Built
- Built in 2022
Lot Details
- 6,143 Sq Ft Lot
- Density is up to 1 Unit/Acre
HOA Fees
- $394 Monthly HOA Fees
Parking
- 2 Car Attached Garage
Home Design
- Entry on the 1st floor
- Planned Development
Interior Spaces
- 4,226 Sq Ft Home
- 2-Story Property
- Fireplace
- Formal Entry
- Family Room
- Living Room
- Loft
- Bonus Room
- City Lights Views
Bedrooms and Bathrooms
- 5 Bedrooms | 1 Main Level Bedroom
- Primary Bedroom Suite
- Walk-In Closet
Laundry
- Laundry Room
- Laundry on upper level
- Washer and Gas Dryer Hookup
Additional Features
- Exterior Lighting
- Central Air
Listing and Financial Details
- Tax Lot 53
- Tax Tract Number 17300
- Assessor Parcel Number 60651141
- $120 per year additional tax assessments
Community Details
Overview
- Portola Hills North Community Association, Phone Number (800) 369-7260
- Professional Community Management HOA
Recreation
- Community Pool
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
Apr 12, 2024
Closed on
May 13, 2024
Sold by
Bought by
Seller's Agent
Alan Kunlun Xiang
Pinnacle Real Estate Group
Buyer's Agent
Joyce Lin
Pinnacle Real Estate Group
List Price
$2,750,000
Sold Price
$2,550,000
Premium/Discount to List
-$200,000
-7.27%
Views
64
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
$41,298
Avg. Annual Appreciation
0.77%
Original Mortgage
$1,100,000
Outstanding Balance
$1,080,273
Interest Rate
6.82%
Mortgage Type
New Conventional
Estimated Equity
$1,511,025
Purchase Details
Listed on
Apr 12, 2024
Closed on
May 8, 2024
Sold by
Bought by
Seller's Agent
Alan Kunlun Xiang
Pinnacle Real Estate Group
Buyer's Agent
Joyce Lin
Pinnacle Real Estate Group
List Price
$2,750,000
Sold Price
$2,550,000
Premium/Discount to List
-$200,000
-7.27%
Views
64
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$1,100,000
Outstanding Balance
$1,080,273
Interest Rate
6.82%
Mortgage Type
New Conventional
Estimated Equity
$1,511,025
Purchase Details
Closed on
Apr 16, 2021
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
$759,640
Interest Rate
4%
Mortgage Type
New Conventional
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Home Values in the Area
Average Home Value in this Area
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 |
|---|---|---|---|
| $2,550,000 | Pacific Coast Title | ||
| -- | Pacific Coast Title | ||
| $1,381,500 | Fidelity National Title |
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 | $1,100,000 | ||
| Previous Owner | $759,640 |
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 |
|---|---|---|---|---|
| 05/16/2024 05/16/24 | Sold | $2,550,000 | -1.9% | $603 / Sq Ft |
| 04/30/2024 04/30/24 | Pending | -- | -- | -- |
| 04/19/2024 04/19/24 | Price Changed | $2,599,000 | -5.5% | $615 / Sq Ft |
| 04/12/2024 04/12/24 | For Sale | $2,750,000 | -- | $651 / 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 |
|---|---|---|---|---|
| 2025 | $14,895 | $2,601,000 | $1,264,162 | $1,336,838 |
| 2024 | $14,895 | $1,436,962 | $257,693 | $1,179,269 |
| 2023 | $14,544 | $1,408,787 | $252,640 | $1,156,147 |
| 2022 | $6,710 | $651,172 | $25,607 | $625,565 |
| 2021 | $281 | $25,105 | $25,105 | $0 |
| 2020 | $279 | $24,848 | $24,848 | $0 |
| 2019 | $297 | $24,361 | $24,361 | $0 |
Source: Public Records
Agents Affiliated with this Home
-
Alan Kunlun Xiang
-
DAN WU
D
Seller Co-Listing Agent in 2024
DAN WU
Signature One Realty Grp, Inc
(909) 551-9311
1 in this area
12 Total Sales
-
Joyce Lin
Buyer's Agent in 2024
Joyce Lin
Pinnacle Real Estate Group
(626) 833-9766
1 in this area
48 Total Sales
Map
Source: California Regional Multiple Listing Service (CRMLS)
MLS Number: WS24071744
APN: 606-511-41
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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