Landlord's Agent in 2024
Vera Chang
Pacific Sterling Realty
(714) 606-6123
31 Total Sales
5537 Heritage Oak Dr Lake Forest, CA 92679
Portola Hills NeighborhoodEstimated Value: $2,304,000 - $2,704,000
4
Beds
4.5
Baths
4,100
Sq Ft
$607/Sq Ft
Est. Value
Highlights
- Wine Cellar
- Solar Power System
- Multi-Level Bedroom
- Portola Hills Elementary School Rated A
- View of Hills
- Main Floor Bedroom
About This Home
As of April 2024One of a kind! A rare and popular floorpan available in the Oaks community of Portola Hills. This beautiful furnished home is over 4000 sqft with 4 en-suite bedrooms, 4.5 bath, a large loft upstairs and an enclosed California/ entertainment room. Tastefully designed and upgraded with unique features including a private bar area with built-in wine shelves, secondary kitchenette area with extra sink & fridge, a large entertainment area outside the main living area, professionally landscaped backyard and accent walls/ ceiling throughout. Upon entry, you are welcomed by the vaulted ceiling grand foyer which leads to an even grander living room with a masterfully decorated fireplace and expansive lighting fixtures. The elegant kitchen area offers a large island and a professionally designed dining room. The entertainment doesn’t stop there, invite your guest for a bbq or a private movie night at the enclosed California room. The private backyard is specially designed for hanging out with family & friends with easy maintenance artificial grass and state of the art bbq system. Walkup upstairs every time in awe with the open and cathedral ceiling. You will find a generous-sized loft at the landing. Perfect for a quiet study time or just chilling. Master bedroom provides the ultimate relaxation and elegance. Each bedroom is gracefully painted with its own individuality. There is one bed/ bath downstairs as well. The 3-car attached garage comes with storage shelves and epoxy flooring. Community offers HOA pool, spa, BBQ, tot lots and a dog park. There are plenty of trails, shops and restaurants nearby. The Foothill Ranch Towne Center is newly renovated with new stores and restaurants. Conveniently located near the 241 toll and award winning schools. Come see it today!
Last Agent to Rent the Property
Pacific Sterling Realty Brokerage Phone: 714-606-6123 License #01880920 Listed on: 03/12/2024
Last Renter's Agent
Pacific Sterling Realty Brokerage Phone: 714-606-6123 License #01880920 Listed on: 03/12/2024
Home Details
Home Type
- Single Family
Est. Annual Taxes
- $14,311
Year Built
- Built in 2021
Lot Details
- 5,528 Sq Ft Lot
- Gentle Sloping Lot
- Sprinkler System
- Private Yard
Parking
- 3 Car Direct Access Garage
- Parking Available
- Driveway
Property Views
- Hills
- Neighborhood
Interior Spaces
- 4,100 Sq Ft Home
- 2-Story Property
- Furnished
- Formal Entry
- Wine Cellar
- Separate Family Room
- Living Room with Fireplace
- Formal Dining Room
- Home Office
- Bonus Room
- Utility Room
- Laundry Room
Kitchen
- Eat-In Kitchen
- Breakfast Bar
- Walk-In Pantry
Bedrooms and Bathrooms
- 4 Bedrooms | 1 Main Level Bedroom
- Multi-Level Bedroom
- Walk-In Closet
Eco-Friendly Details
- Energy-Efficient Appliances
- Energy-Efficient Windows
- Energy-Efficient Construction
- Energy-Efficient HVAC
- Energy-Efficient Insulation
- Solar Power System
Outdoor Features
- Exterior Lighting
Schools
- Trabucco Hills High School
Utilities
- Central Heating and Cooling System
- High-Efficiency Water Heater
Listing and Financial Details
- Security Deposit $15,000
- Rent includes association dues
- 12-Month Minimum Lease Term
- Available 4/1/24
- Tax Lot 59
- Tax Tract Number 17300
- Assessor Parcel Number 60652248
Community Details
Overview
- Property has a Home Owners Association
- $50 HOA Transfer Fee
- Foothills
- Mountainous Community
- Property is near a preserve or public land
Recreation
- Community Pool
- Park
- Dog Park
- Hiking Trails
Ownership History
Date
Name
Owned For
Owner Type
Purchase Details
Closed on
Dec 9, 2020
Sold by
Zhang Yan
Bought by
Zhang Yan
Current Estimated Value
Purchase Details
Closed on
May 13, 2020
Sold by
Vergopia James
Bought by
Zhang Yan
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$887,000
Outstanding Balance
$806,970
Interest Rate
4.25%
Mortgage Type
New Conventional
Estimated Equity
$1,590,673
Purchase Details
Closed on
Mar 4, 2020
Sold by
Usa Portola East Llc
Bought by
Zhang Yan
Create a Home Valuation Report for This Property
The Home Valuation Report is an in-depth analysis detailing your home's value as well as a comparison with similar homes in the area
Home Values in the Area
Average Home Value in this Area
Purchase History
| Date | Buyer | Sale Price | Title Company |
|---|---|---|---|
| Zhang Yan | -- | Accommodation | |
| Zhang Yan | -- | Fidelity National Title Co | |
| Zhang Yan | $1,285,000 | Fidelity National Title |
Source: Public Records
Mortgage History
| Date | Status | Borrower | Loan Amount |
|---|---|---|---|
| Open | Zhang Yan | $887,000 |
Source: Public Records
Property History
| Date | Event | Price | Change | Sq Ft Price |
|---|---|---|---|---|
| 04/19/2024 04/19/24 | Rented | $7,000 | -23.9% | -- |
| 04/10/2024 04/10/24 | Off Market | $9,200 | -- | -- |
| 03/12/2024 03/12/24 | For Rent | $9,200 | -- | -- |
Source: California Regional Multiple Listing Service (CRMLS)
Tax History Compared to Growth
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 |
|---|---|---|---|---|
| 2025 | $14,311 | $1,405,263 | $327,684 | $1,077,579 |
| 2024 | $14,311 | $1,377,709 | $321,259 | $1,056,450 |
| 2023 | $13,974 | $1,350,696 | $314,960 | $1,035,736 |
| 2022 | $13,725 | $1,324,212 | $308,784 | $1,015,428 |
| 2021 | $13,453 | $1,298,248 | $302,730 | $995,518 |
| 2020 | $7,954 | $771,686 | $24,847 | $746,839 |
| 2019 | $297 | $24,360 | $24,360 | $0 |
Source: Public Records
Agents Affiliated with this Home
Map
Source: California Regional Multiple Listing Service (CRMLS)
MLS Number: OC24048862
APN: 606-522-48
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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