NOT LISTED FOR SALE

Estimated Value: $1,749,000 - $2,706,000

3 Beds
5.5 Baths
4,146 Sq Ft
$554/Sq Ft Est. Value

Last Sold May 18, 2022

Last sale price $1,458,060 $352 Per Sq Ft

Est. 53% increase in value since last sale

Current estimated payment $13,809/month

580 Days on Market

Highlights

  • New Construction
  • Primary Bedroom Suite
  • Bonus Room
  • Portola Hills Elementary School Rated A
  • Clubhouse
  • Neighborhood Views

About This Home

As of May 2022

This home is located at 5597 Heritage Oak Dr, Trabuco Canyon, CA 92679 since 08 March 2019 and is currently estimated at $2,297,957, approximately $554 per square foot. This property was built in 2019. 5597 Heritage Oak Dr is a home located in Orange County with nearby schools including Portola Hills Elementary School, Serrano Intermediate School, and El Toro High School.

Last Agent to Sell the Property

Melissa Hazlett

Melissa Hazlett, Broker License #01235837 Listed on: 03/08/2019

Last Buyer's Agent

Julie Le

Topstar Real Estate License #01324495

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $15,736

Year Built

  • Built in 2019 | New Construction

Lot Details

  • 5,817 Sq Ft Lot
  • Back and Front Yard

HOA Fees

  • $343 Monthly HOA Fees

Parking

  • 2 Car Attached Garage

Home Design

  • Planned Development

Interior Spaces

  • 4,146 Sq Ft Home
  • Fireplace
  • Living Room
  • Bonus Room
  • Home Gym
  • Neighborhood Views
  • Laundry Room

Bedrooms and Bathrooms

  • 3 Bedrooms | 1 Main Level Bedroom
  • Primary Bedroom Suite

Additional Features

  • Fireplace in Patio
  • Central Air

Listing and Financial Details

  • Tax Lot 65
  • Tax Tract Number 17300
  • Assessor Parcel Number 17300000

Community Details

Overview

  • Keystone Pacific Association, Phone Number (949) 430-5805
  • Foothills

Amenities

  • Clubhouse

Recreation

  • Community Pool
  • Community Spa

Home Details

Home Type

Single Family

Est. Annual Taxes

$15,736

Year Built

Built in 2019 | New Construction

Lot Details

0

HOA Fees

$343 per month

Parking

2

Listing Details

  • Assessments: Yes
  • Property Attached: No
  • Subdivision Name Other: The Oaks at Portola Hills
  • View: Yes
  • New Construction: Yes
  • Property Sub Type: Single Family Residence
  • Property Type: Residential
  • Parcel Number: 17300000
  • Year Built: 2019
  • Special Features: None

Interior Features

  • Fireplace: Yes
  • Living Area: 4146.00 Square Feet
  • Common Walls: No Common Walls
  • Full Bathrooms: 5
  • Full And Three Quarter Bathrooms: 5
  • Half Bathrooms: 1
  • Total Bedrooms: 3
  • Fireplace Features: Patio
  • Levels: Two
  • Main Level Bathrooms: 1
  • Main Level Bedrooms: 1
  • Price Per Square Foot: 351.68
  • Room Type: Bonus Room, Exercise Room, Kitchen, Laundry, Living Room, Master Suite

Exterior Features

  • View: Neighborhood
  • Pool Features: Association
  • Pool Private: No

Garage/Parking

  • Attached Garage: Yes
  • Garage Spaces: 2.00
  • Total Parking Spaces: 2.00

Utilities

  • Laundry: Yes
  • Laundry Features: Individual Room, Inside
  • Sewer: Public Sewer
  • Water Source: Public
  • Cooling: Central Air
  • Cooling: Yes

Condo/Co-op/Association

  • Association: Yes
  • Amenities: Pool, Spa/Hot Tub, Clubhouse
  • Association Fee: 343.00
  • Association Fee Frequency: Monthly
  • Association Name: Keystone Pacific
  • Phone: 949-430-5805
  • Senior Community: No
  • Common Interest: Planned Development
  • Community Features: Foothills

Schools

  • School District: Saddleback Valley Unified

Lot Info

  • Additional Parcels: No
  • Land Lease: No
  • Lot Features: Back Yard, Front Yard
  • Lot Size Sq Ft: 5817.00
  • Lot Size Acres: 0.1335
  • Latitude Manual: 33.67298200

Multi Family

  • Lease Considered: No
  • Lot Size Area: 5817.0000 Square Feet
  • Number Of Units Total: 1

Tax Info

  • Tax Lot: 65
  • Tax Tract Number: 17300

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Mar 8, 2019
Closed on
May 17, 2022
Sold by
Usa Portola East Llc
Bought by
Nguyen Sang Ngoc and Nguyen Tina Thi
Seller's Agent
Melissa Hazlett
Melissa Hazlett, Broker
Buyer's Agent
Julie Le
Topstar Real Estate
List Price
$1,331,995
Sold Price
$1,458,060
Premium/Discount to List
$126,065
9.46%
Current Estimated Value
$2,230,676

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$772,616
Avg. Annual Appreciation
17.80%
Original Mortgage
$1,018,500
Interest Rate
4.72%
Mortgage Type
New Conventional
Source: Public Records

Range of Values:

Collateral Analytics

Collateral Analytics Collateral Analytics AVMs (Automated Valuation Model) employ a number of statistical approaches combined with neighborhood-specific comparable selection guarantees the most up-to-date and precise valuations.

Not Available

Collateral Analytics does not have data for the current month. Please view the chart for historical values.

ICE

ICE Mortgage Technology ICE Mortgage Technology’s AVM (Automated Valuation Model) is a state-of-the-art online residential property valuation tool that provides a quick and accurate estimate of the value of almost any home in the U.S.

Not Available

ICE Mortgage Technology does not have data for the current month. Please view the chart for historical values.

First American

First American First American Data & Analytics’ next-generation AVM combines unrivaled data assets with a blended ensemble of valuation models to produce highly accurate, reliable valuations you can trust.

Not Available

First American does not have data for the current month. Please view the chart for historical values.

Quantarium

Quantarium Quantarium’s valuation service, repeatedly proven the industry’s most accurate and comprehensive, is supercharged with a self-learning and auto-tuning AI engine that continually becomes smarter and more accurate as it processes daily inputs from the industry’s leading RE data lake.

Not Available

Quantarium does not have data for the current month. Please view the chart for historical values.

Average Value
Not Available
List Price
Sold Price
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

Source: Public Records

Average Home Value in this Area





Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Closed Nguyen Sang Ngoc $1,590,000
Closed Nguyen Sang Ngoc $300,000
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
05/18/2022 05/18/22 Sold $1,458,060 +8.6% $352 / Sq Ft
10/08/2020 10/08/20 Pending -- -- --
08/21/2020 08/21/20 Price Changed $1,342,995 -6.2% $324 / Sq Ft
07/21/2020 07/21/20 Price Changed $1,431,995 +0.8% $345 / Sq Ft
08/30/2019 08/30/19 Price Changed $1,420,995 +6.7% $343 / Sq Ft
03/08/2019 03/08/19 For Sale $1,331,995 -- $321 / Sq Ft
Source: California Regional Multiple Listing Service (CRMLS)

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
2025 $15,736 $1,547,304 $308,520 $1,238,784
2024 $15,736 $1,516,965 $302,470 $1,214,495
2023 $15,365 $1,487,221 $296,539 $1,190,682
2022 $6,911 $670,767 $25,606 $645,161
2021 $281 $25,104 $25,104 $0
2020 $279 $24,847 $24,847 $0
2019 $297 $24,360 $24,360 $0
Source: Public Records

Agents Affiliated with this Home

  • Section Image
  • Section Image
See All Agents

Map

Source: California Regional Multiple Listing Service (CRMLS)

MLS Number: OC19052823

California Regional Multiple Listing Service (CRMLS)

APN: 606-522-54