Seller's Agent in 2022
Qian Meng
JC Pacific Capital Inc.
(626) 679-5999
2 in this area
55 Total Sales
5617 Heritage Oak Dr Lake Forest, CA 92679
Portola Hills NeighborhoodEstimated Value: $2,301,000 - $2,562,000
4
Beds
3.5
Baths
3,687
Sq Ft
$672/Sq Ft
Est. Value
Highlights
- Home Theater
- New Construction
- City Lights View
- Portola Hills Elementary School Rated A
- Gated Community
- Open Floorplan
About This Home
As of January 2022Brand new single-family house nestled in a gated community Oaks (plan 2). Low property tax with HOA 265 per month . 4 bedrooms plus one big loft can easily convert to a fifth bedroom.
Highly upgraded with the builder. Extra space could convert to a second kitchen. A huge balcony attached to the master bedroom lets you enjoy the big private backyard.
5 minutes drive to lake forest shopping center with Target, Home depot, LA fitness, and Ralph's. Great school for your kids.
Last Agent to Sell the Property
JC Pacific Capital Inc. License #01869717 Listed on: 12/04/2021
Home Details
Home Type
- Single Family
Est. Annual Taxes
- $20,239
Year Built
- Built in 2021 | New Construction
Lot Details
- 5,980 Sq Ft Lot
- Back Yard
HOA Fees
- $265 Monthly HOA Fees
Parking
- 2 Car Attached Garage
- Parking Available
- Front Facing Garage
Property Views
- City Lights
- Neighborhood
Interior Spaces
- 3,687 Sq Ft Home
- Open Floorplan
- Fireplace
- Formal Entry
- Great Room
- Family Room Off Kitchen
- Living Room
- Dining Room
- Home Theater
- Loft
- Laundry Room
Kitchen
- Open to Family Room
- Kitchen Island
Bedrooms and Bathrooms
- Retreat
- 4 Bedrooms | 1 Primary Bedroom on Main
- Walk-In Closet
Outdoor Features
- Patio
- Outdoor Fireplace
- Front Porch
Schools
- Portola Hills Elementary School
- El Toro High School
Additional Features
- ENERGY STAR Qualified Equipment for Heating
- Central Heating and Cooling System
Listing and Financial Details
- Tax Lot 17
- Tax Tract Number 173
- $24 per year additional tax assessments
Community Details
Overview
- Keystone Association, Phone Number (949) 833-2600
Amenities
- Community Barbecue Grill
- Clubhouse
Recreation
- Community Playground
- Community Pool
- Community Spa
- Hiking Trails
Security
- Gated Community
Ownership History
Date
Name
Owned For
Owner Type
Purchase Details
Listed on
Dec 4, 2021
Closed on
Jan 7, 2022
Sold by
Hongyan Corporation
Bought by
Ko David Byong Suk and Ko Janet Minhee
Seller's Agent
Qian Meng
JC Pacific Capital Inc.
Buyer's Agent
Chris Marple
VIP Realty Group
List Price
$1,788,000
Sold Price
$1,860,000
Premium/Discount to List
$72,000
4.03%
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
$618,615
Avg. Annual Appreciation
7.52%
Original Mortgage
$0
Interest Rate
3.45%
Mortgage Type
New Conventional
Purchase Details
Listed on
Dec 4, 2021
Closed on
Dec 7, 2021
Sold by
Li Jian Min
Bought by
Hongyan Corporation
Seller's Agent
Qian Meng
JC Pacific Capital Inc.
Buyer's Agent
Chris Marple
VIP Realty Group
List Price
$1,788,000
Sold Price
$1,860,000
Premium/Discount to List
$72,000
4.03%
Home Financials for this Owner
Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$0
Interest Rate
3.45%
Mortgage Type
New Conventional
Purchase Details
Closed on
Apr 16, 2021
Sold by
Usa Portola East Llc
Bought by
Li Jian Min and Li Hongyan
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 |
|---|---|---|---|
| Ko David Byong Suk | $1,860,000 | Fidelity National Title | |
| Hongyan Corporation | -- | Accommodation | |
| Li Jian Min | $1,326,000 | Fidelity Natl Ttl Builder Sv |
Source: Public Records
Mortgage History
| Date | Status | Borrower | Loan Amount |
|---|---|---|---|
| Closed | Ko David Byong Suk | $0 | |
| Open | Suk David Byong | $500,000 | |
| Open | Ko David Byong Suk | $970,800 |
Source: Public Records
Property History
| Date | Event | Price | Change | Sq Ft Price |
|---|---|---|---|---|
| 01/18/2022 01/18/22 | Sold | $1,860,000 | -1.1% | $504 / Sq Ft |
| 12/13/2021 12/13/21 | Price Changed | $1,880,000 | +5.1% | $510 / Sq Ft |
| 12/04/2021 12/04/21 | For Sale | $1,788,000 | -- | $485 / Sq Ft |
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 | $20,239 | $1,973,846 | $837,981 | $1,135,865 |
| 2024 | $20,239 | $1,935,144 | $821,550 | $1,113,594 |
| 2023 | $19,763 | $1,897,200 | $805,441 | $1,091,759 |
| 2022 | $13,745 | $1,325,863 | $316,975 | $1,008,888 |
| 2021 | $814 | $75,104 | $75,104 | $0 |
| 2020 | $279 | $24,847 | $24,847 | $0 |
| 2019 | $297 | $24,360 | $24,360 | $0 |
Source: Public Records
Agents Affiliated with this Home
-
Qian Meng
-
Chris Marple
Buyer's Agent in 2022
Chris Marple
VIP Realty Group
(949) 547-6937
3 in this area
76 Total Sales
Map
Source: California Regional Multiple Listing Service (CRMLS)
MLS Number: OC21256527
APN: 606-522-56
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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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