W
Seller's Agent in 2023
Winnie Cheng
Treelane Realty Group Inc.
(626) 244-5880
1 in this area
34 Total Sales
5527 Heritage Oak Dr Lake Forest, CA 92679
Portola Hills NeighborhoodEstimated Value: $2,226,000 - $2,512,000
4
Beds
3.5
Baths
3,712
Sq Ft
$650/Sq Ft
Est. Value
Highlights
- City Lights View
- Open Floorplan
- Loft
- Portola Hills Elementary School Rated A
- Main Floor Bedroom
- 5-minute walk to Portola Park
About This Home
As of March 2023Located in highly desirable gated community of Portola hills, this stunning single family house features 4 bedrooms, 3.5 baths and a loft/bonus room! Open floor plan, Recessed lighting, custom shades. High ceiling living room with cozy fireplace, spiral staircase, spacious dining room, gourmet kitchen with oversized island, granite countertop and upgraded backsplash, 6 burner gas stove, double oven, built-in refrigerator. Prep kitchen area with a lot of storage, walk in pantry and second refrigerator. Sliding door to California room with motorized shades. Huge backyard with fire pit, fruit trees and grassy area. One downstairs bedroom with view, full bath. Powder room. Upstairs you will find that the loft/bonus room, laundry room and one guest bedroom all have city views! Expansive master bedroom with private balcony, bathroom with double sinks, shower, free-standing tub and two walk-in closets. The other guest bedroom and hallway bathroom complete the second floor. Attached two-car garage. Soft water system, paid-off solar. Community amenities include swimming pool, kids' wading pool and spa, tot lot, outdoor BBQ area, etc. Close to shopping centers and freeway. This home is a must see!
Last Agent to Sell the Property
Treelane Realty Group Inc. License #02014620 Listed on: 11/04/2022
Home Details
Home Type
- Single Family
Year Built
- Built in 2019
Lot Details
- 6,274 Sq Ft Lot
- Back Yard
HOA Fees
- $391 Monthly HOA Fees
Parking
- 2 Car Attached Garage
- Parking Available
- Driveway
Home Design
- Planned Development
Interior Spaces
- 3,712 Sq Ft Home
- Open Floorplan
- High Ceiling
- Recessed Lighting
- Great Room
- Living Room with Fireplace
- Dining Room
- Loft
- Bonus Room
- City Lights Views
Kitchen
- Eat-In Kitchen
- Breakfast Bar
- Walk-In Pantry
- Double Oven
- Six Burner Stove
- Gas Cooktop
- Dishwasher
- Kitchen Island
Flooring
- Laminate
- Tile
Bedrooms and Bathrooms
- 4 Bedrooms | 1 Main Level Bedroom
- Walk-In Closet
- Bathtub
- Walk-in Shower
Laundry
- Laundry Room
- Laundry on upper level
Schools
- Portola Hills Elementary School
- El Toro High School
Utilities
- Central Heating and Cooling System
- Water Heater
Listing and Financial Details
- Tax Lot 58
- Tax Tract Number 17300
- Assessor Parcel Number 60651136
- $148 per year additional tax assessments
Community Details
Overview
- Portola Hills North Association, Phone Number (949) 833-2600
- Keystone Pacific HOA
Amenities
- Community Barbecue Grill
Recreation
- Community Playground
- Community Pool
- Community Spa
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
Nov 4, 2022
Closed on
Feb 21, 2023
Sold by
Bought by
Seller's Agent
Winnie Cheng
Treelane Realty Group Inc.
Buyer's Agent
Carrie Wigh
Bullock Russell RE Services
List Price
$2,158,000
Sold Price
$2,040,000
Premium/Discount to List
-$118,000
-5.47%
Views
30
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
$373,812
Avg. Annual Appreciation
5.28%
Original Mortgage
$1,632,000
Outstanding Balance
$1,565,258
Interest Rate
6.09%
Mortgage Type
New Conventional
Estimated Equity
$848,554
Purchase Details
Closed on
Dec 10, 2019
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
$851,500
Interest Rate
5.12%
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 |
|---|---|---|---|
| $2,040,000 | Chicago Title Company | ||
| $1,321,000 | Fntg Builder Services |
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 | $1,632,000 | ||
| Previous Owner | $851,500 |
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 |
|---|---|---|---|---|
| 03/15/2023 03/15/23 | Sold | $2,040,000 | -2.3% | $550 / Sq Ft |
| 01/13/2023 01/13/23 | Price Changed | $2,088,000 | -2.3% | $563 / Sq Ft |
| 12/09/2022 12/09/22 | Price Changed | $2,138,000 | -0.9% | $576 / Sq Ft |
| 11/04/2022 11/04/22 | For Sale | $2,158,000 | -- | $581 / 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 | $21,777 | $2,122,416 | $941,391 | $1,181,025 |
| 2024 | $21,777 | $2,080,800 | $922,932 | $1,157,868 |
| 2023 | $14,478 | $1,388,426 | $613,087 | $775,339 |
| 2022 | $14,148 | $1,361,202 | $601,065 | $760,137 |
| 2021 | $13,866 | $1,334,512 | $589,279 | $745,233 |
| 2020 | $7,859 | $762,440 | $24,848 | $737,592 |
| 2019 | $297 | $24,361 | $24,361 | $0 |
Source: Public Records
Agents Affiliated with this Home
-
Winnie Cheng
-
Peter Cheng
Seller Co-Listing Agent in 2023
Peter Cheng
Treelane Realty Group Inc.
(818) 516-6188
1 in this area
55 Total Sales
-
Carrie Wigh
Buyer's Agent in 2023
Carrie Wigh
Bullock Russell RE Services
(949) 709-1555
1 in this area
25 Total Sales
-
Melissa Cummings
Buyer Co-Listing Agent in 2023
Melissa Cummings
Compass
(949) 798-9466
1 in this area
89 Total Sales
Map
Source: California Regional Multiple Listing Service (CRMLS)
MLS Number: AR22235075
APN: 606-511-36
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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