NOT LISTED FOR SALE

5622 Heritage Oak Dr Trabuco Canyon, CA 92679

Portola Hills Neighborhood

Estimated Value: $2,559,000 - $3,064,000

4 Beds
4.5 Baths
4,754 Sq Ft
$607/Sq Ft Est. Value

Last Sold July 02, 2020

Last sale price $1,574,935 $331 Per Sq Ft

Est. 79% increase in value since last sale

Current estimated payment $17,230/month

361 Days on Market

Highlights

  • New Construction
  • Primary Bedroom Suite
  • Loft
  • Portola Hills Elementary School Rated A
  • Main Floor Bedroom
  • Neighborhood Views

About This Home

As of July 2020

This home is located at 5622 Heritage Oak Dr, Trabuco Canyon, CA 92679 since 22 March 2019 and is currently estimated at $2,886,308, approximately $607 per square foot. This property was built in 2019. 5622 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: 03/22/2019

Last Buyer's Agent

Michael Huynh

North Hills Realty License #00895103

Home Details

Home Type

  • Single Family

Est. Annual Taxes

  • $17,899

Year Built

  • Built in 2019 | New Construction

Lot Details

  • 6,854 Sq Ft Lot
  • Back and Front Yard

HOA Fees

  • $343 Monthly HOA Fees

Parking

  • 3 Car Attached Garage

Home Design

  • Planned Development

Interior Spaces

  • 4,754 Sq Ft Home
  • Fireplace
  • Entryway
  • Living Room
  • Loft
  • Neighborhood Views
  • Walk-In Pantry
  • Laundry Room

Bedrooms and Bathrooms

  • 4 Bedrooms | 1 Main Level Bedroom
  • Primary Bedroom Suite
  • Walk-In Closet

Utilities

  • Central Air

Listing and Financial Details

  • Tax Lot 05
  • Tax Tract Number 17300
  • Assessor Parcel Number 17300000

Community Details

Overview

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

Recreation

  • Community Pool
  • Community Spa

Home Details

Home Type

Single Family

Est. Annual Taxes

$17,899

Year Built

Built in 2019 | New Construction

Lot Details

0

HOA Fees

$343 per month

Parking

3

Listing Details

  • Assessments: Yes
  • Property Attached: Yes
  • 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: 4754.00 Square Feet
  • Common Walls: 2+ Common Walls
  • Full Bathrooms: 4
  • Full And Three Quarter Bathrooms: 4
  • Half Bathrooms: 1
  • Total Bedrooms: 4
  • Levels: Two
  • Main Level Bathrooms: 1
  • Main Level Bedrooms: 1
  • Price Per Square Foot: 331.29
  • Room Type: Entry, Kitchen, Living Room, Loft, Main Floor Bedroom, Master Bathroom, Master Suite, Walk-In Closet, Walk-In Pantry

Exterior Features

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

Garage/Parking

  • Attached Garage: Yes
  • Garage Spaces: 3.00
  • Total Parking Spaces: 3.00

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
  • 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: 6854.00
  • Lot Size Acres: 0.1573
  • Latitude Manual: 33.67295000

Multi Family

  • Lease Considered: No
  • Lot Size Area: 6854.0000 Square Feet
  • Number Of Units Total: 1

Tax Info

  • Tax Lot: 05
  • Tax Tract Number: 17300

Ownership History

Date Name Owned For Owner Type

Purchase Details

Closed on
Apr 6, 2020
Sold by
Usa Portola East Llc
Bought by
Nguyen Jonathan and Bui Nguyen Ann
Current Estimated Value
$2,825,450

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$1,000,000
Interest Rate
3.2%
Mortgage Type
New Conventional
Source: Public Records

Range of Values:

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List Price
Sold Price
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Home Values in the Area

Source: Public Records

Average Home Value in this Area

Source: Public Records

Purchase History

Date Buyer Sale Price Title Company
Nguyen Jonathan $1,575,000 Fidelity National Title
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Previous Owner Nguyen Jonathan $1,000,000
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
07/02/2020 07/02/20 Sold $1,574,935 +0.9% $331 / Sq Ft
03/17/2020 03/17/20 Pending -- -- --
08/30/2019 08/30/19 Price Changed $1,560,995 +4.7% $328 / Sq Ft
03/22/2019 03/22/19 For Sale $1,490,995 -- $314 / 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 $17,899 $1,754,741 $495,238 $1,259,503
2024 $17,899 $1,720,335 $485,528 $1,234,807
2023 $17,477 $1,686,603 $476,007 $1,210,596
2022 $17,117 $1,648,823 $466,674 $1,182,149
2021 $16,351 $1,574,935 $457,524 $1,117,411
2020 $7,939 $770,269 $24,847 $745,422
2019 $297 $24,360 $24,360 $0
Source: Public Records

Agents Affiliated with this Home

  • Melissa Hazlett

    Seller's Agent in 2020

    Melissa Hazlett

    Melissa Hazlett, Broker

    (858) 752-3843

    11 in this area

    14 Total Sales

    Section Image
  • Michael Huynh

    Buyer's Agent in 2020

    Michael Huynh

    North Hills Realty

    (714) 731-5900

    6 Total Sales

    Section Image
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Map

Source: California Regional Multiple Listing Service (CRMLS)

MLS Number: OC19064358

California Regional Multiple Listing Service (CRMLS)

APN: 606-522-63

California Orange County Trabuco Canyon 92679 Portola Hills

5622 Heritage Oak Dr, Trabuco Canyon, CA

This home is located at 5622 Heritage Oak Dr, Trabuco Canyon, CA 92679 since 22 March 2019 and is currently estimated at $2,886,308, approximately $607 per square foot. This property was built in 2019. 5622 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.

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.

California Regional Multiple Listing Service (CRMLS) 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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