$10,000 Closing Credit¹
#OC25064073, Marisa Whitaker, Listing Office: Regency Real Estate Brokers
#OC25063588·
Listing office: Keller Williams Realty Irvine·
Listing agent: Lucy Liu·
Listing office phone: 949-861-8000
$2,750,000 List price
5437 Heritage Oak Dr Lake Forest, CA 92679
4 beds
3 full, 1 partial
3,918 sqft
0.2 acres
$702 / sqft
House
Property details
About 5437 Heritage Oak Dr
!! HUGE PRICE REDUCTION FOR QUICK SALE!! ***EXCEPTIONAL NEW BUILD WITH HIGH-END UPGRADES*** Nestled in the prestigious gated community of The Oaks in Portola Hills, this stunning luxury home sits on a 7,176 sq. ft. corner lot and offers 3,918 sq. ft. of refined living space with over $350K in meticulously crafted upgrades. Step inside to experience an abundance of natural light illuminating the spacious two-story living and dining areas. The open-concept design is complemented by exquisite marble flooring, a gourmet kitchen featuring high-end countertops, designer backsplash, top-of-the-line appliances, and elegant window coverings. A massive center island serves as the perfect gathering spot for hosting and entertaining in style. The first level includes a private bedroom, ideal for guests or multi-generational living. Upstairs, a spacious loft offers versatility as a media room, home office, or additional lounge space. The upgraded backyard is spacious and serene, providing an ideal retreat for relaxation or outdoor entertaining. Residents of The Oaks enjoy exclusive amenities, including a resort-style pool, BBQ area, clubhouse, and access to scenic hiking trails, dog parks, and sports facilities. Conveniently located near the 241 Toll Road and just minutes from Irvine Spectrum, this home offers both luxury and accessibility. Don’t miss the opportunity to own this exquisite home in one of Portola Hills’ most coveted communities!
Highlights
Home typeSingle Family Residence
StatusActive
CoolingCentral Air
Size3,918 sqft
Lot size0.1647 Acres
Year built2021
MLS #OC25063588
Attached garage3 spaces
FireplaceFamily Room
ViewNeighborhood
Summary
- Partial Bathrooms: 1
- Full Bathrooms: 3
- Interior: Breakfast Bar, Separate/Formal Dining Room, Bedroom on Main Level, Loft, Primary Suite, Walk-In Pantry, Walk-In Closet(s)
- Fireplace: Family Room
- Total Bedroom Count: 4
- Garage Space: 3 spaces
- Attached Garage: Yes
- Private Pool: No
- View: Neighborhood
- Cooling: Central Air
- List Price: $2,750,000
- Price/SqFt: $701
- HOA Amount: $394
- HOA Frequency: Monthly
- Annual Tax Amount: $21,580
- Tax Year: 2024
- Lot: Back Yard, Corner Lot, Rectangular Lot
- Directions: Follow GPS
- Year Built: 2021
- Stories: 2
- Living Area: 3,918 SqFt
- Lot Size: 0.1647 Acres
- MLS Number: OC25063588
- MLS Name: CRMLS
- Office Name: Keller Williams Realty Irvine
- Office Phone: (949) 861-8000
- Office Email: dale@dalecheemare.com
- Listing Agent: Lucy Liu
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. The data contained herein is copyrighted by CRMLS and is protected by all applicable copyright laws. Any dissemination of this information is in violation of copyright laws and is strictly prohibited.
The information being provided by California Regional Multiple Listing Service, Inc. (“CRMLS”) is for your personal, non-commercial use and may not be used for any purpose other than to identify prospective properties you may be interested in purchasing. Any information relating to a property referenced on this web site comes from CRMLS. Properties may or may not be listed by the office/agent presenting the information. Real estate listings held by brokerage firms other than this broker are marked with the Internet Data Exchange logo and detailed information about them includes the names of the listing brokers and listing agents. MLS search engine provided by IHR Technology Services. This data is updated every 2 hours. Some properties appearing for sale on this display may subsequently have sold and may no longer be available.
Data displayed may be a portion of, and not a complete set of all listings published in the MLS.
Last updated on: 5/2/2025, 9:20:57 AM Eastern. If you have any questions regarding the accuracy of this data, please contact us at help@rockethomes.com.
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$2,750,000
5437 Heritage Oak Dr
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Price information
Property sales
| Date | Event | Price |
|---|---|---|
| Feb 25, 2022 | Home Sold | $1,980,000 |
| Dec 23, 2021 | Home Sold | $1,312,000 |
Tax history
| Year | Assessment | Property Tax |
|---|---|---|
| 2024 | $2,059,992 | $21,580 |
| 2023 | $2,019,600 | $21,072 |
| 2022 | $1,311,893 | $13,603 |
History based on county public records data.
Nearby schools
9
Portola Hills Elementary School
Public District KG-6
0.4 mi
•19422 Saddleback Ranch Rd
7
Melinda Heights Elementary School
Public District KG-6
1.6 mi
•21001 Rancho Trabuco
7
Foothill Ranch Elementary School
Public District KG-6
1.6 mi
•1 Torino
School ratings are a score out of 10, where 10 is the highest and 1 is the lowest.
Neighborhood
The neighbors living near this home have an average income of $140,326. The majority of Lake Forest, CA residents have income between $100k-200k annually. Residents typically live in married, with kids family. The most common level of education of people living in this area is post secondary degree.
How much money do the neighbors make?
0%
<35k
29%
35k-100k
48%
100k-200k
23%
200k+
What level of education do the neighbors have?
High School Diploma
Post Secondary Degree
Masters Degree
What types of families live nearby?
18%
Single, No Kids
8%
Single, with Kids
32%
Married, No Kids
42%
Married, with Kids
Are the neighbors home owners or renters?
Home Owners
Renters
How old are people in this area?
16%
<11 yrs old
12%
12-17 yrs old
18%
18-34 yrs old
49%
35-64 yrs old
5%
65+ yrs old
What do the neighbors do for fun?
Skiing/snowboarding
Men's Tennis
Soccer
Where do the neighbors shop?
Nordstrom
Bloomingdales
The Container Store
Where do the neighbors go to eat?
California Pizza Kitchen
Bonefish Grill
Starbucks
What do the neighbors drive?
BMW
Lexus
Acura
What do the neighbors listen to?
Talk/Personality
News
Alternative
All data provided by Home Junction and Claritas
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Frequently asked questions
About 5437 Heritage Oak Dr
The listing price of 5437 Heritage Oak Dr property is $2,750,000.
The property 5437 Heritage Oak Dr is a house located in Lake Forest, California, 92679.
Active Listing: 5437 Heritage Oak Dr is For Sale (Active/New) which means the seller is accepting offers.
The nearby schools for 5437 Heritage Oak Dr are: Portola Hills Elementary School (GreatSchools Rating 9/10), Melinda Heights Elementary School (GreatSchools Rating 7/10), Foothill Ranch Elementary School (GreatSchools Rating 7/10), Rancho Santa Margarita Intermediate School (GreatSchools Rating 7/10), Oxford Preparatory Academy - South Orange County (GreatSchools Rating 9/10), Arroyo Vista Middle School (GreatSchools Rating 9/10), Trabuco Hills High School (GreatSchools Rating 8/10), El Toro High School (GreatSchools Rating 7/10), Portola High School (GreatSchools Rating 10/10).
According to the records, the last property tax for 2024 is $21,580 (source: MLS/based on county public records data).
The last sale was on February 25, 2022 for $1,980,000 (source: MLS/tax record).
The property at 5437 Heritage Oak Dr has 4 bedrooms and 3 full and 1 half bathrooms.
The property 5437 Heritage Oak Dr is 3,918 SqFt (source: MLS/tax record).
The year of construction for 5437 Heritage Oak Dr is 2021.
This home is located at 5437 Heritage Oak Dr in Lake Forest, CA and zip code 92679 in the Portola Hills neighborhood. This 3,918 square foot home, which was built in 2021, sits on a 0.16 acre lot. Features: 4 bedrooms, 4 bathrooms. It has been listed on Rocket Homes since April 5, 2025 and is currently priced at $2,750,000.
While more than 21 listings in Lake Forest, CA in April 2025 were sold above asking price, there were more than 14 listings sold at asking price, and more than 24 were sold below. The number of homes for sale in Lake Forest, CA increased by 15.1% between March and April 2025. In April 2025, listings were on the market for 17 days. During the same period, the median list price in this real estate market was $1,184,333.
From Rocket Homes Real Estate and based on county public records data.