NOT LISTED FOR SALE

2911 Heritage Oak Way Lodi, CA 95242

Sunwest Neighborhood

Estimated Value: $880,000 - $1,008,000

5 Beds
3 Baths
3,124 Sq Ft
$299/Sq Ft Est. Value

Last Sold August 10, 2022

Last sale price $832,500 $266 Per Sq Ft

Est. 12% increase in value since last sale

Current estimated payment $5,977/month

About This Home

As of August 2022

This home is located at 2911 Heritage Oak Way, Lodi, CA 95242 and is currently estimated at $934,695, approximately $299 per square foot. 2911 Heritage Oak Way is a home located in San Joaquin County with nearby schools including Erma B. Reese Elementary School, Millswood Middle School, and Lodi High School.

Ownership History

Date Name Owned For Owner Type

Purchase Details

Closed on
Jun 2, 2020
Sold by
Guendert Family Trust
Bought by
Knight Family Revocable Trust
Current Estimated Value
$934,695

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$650,000
Interest Rate
4.38%
Mortgage Type
New Conventional

Purchase Details

Closed on
Aug 27, 2001
Sold by
Towne Ranch Associates
Bought by
Guendert Todd A and Guendert Denise V

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$268,000
Interest Rate
7.09%

Range of Values:

Collateral Analytics

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ICE

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First American

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Quantarium

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Average Value
Not Available
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
Knight Family Revocable Trust $832,500 Chicago Title
Guendert Todd A -- None Available
Guendert Todd A $352,500 Chicago Title Co
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Previous Owner Knight Family Revocable Trust $650,000
Previous Owner Guendert Todd A $268,000
Source: Public Records

Property History

Date Event Price Change Sq Ft Price
08/10/2022 08/10/22 Sold $832,500 -1.5% $266 / Sq Ft
08/01/2022 08/01/22 Pending -- -- --
06/22/2022 06/22/22 For Sale $845,000 0.0% $270 / Sq Ft
06/13/2022 06/13/22 Pending -- -- --
06/05/2022 06/05/22 Price Changed $845,000 -1.7% $270 / Sq Ft
05/20/2022 05/20/22 For Sale $860,000 -- $275 / Sq Ft

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
2024 $9,119 $849,150 $255,000 $594,150
2023 $9,014 $832,500 $250,000 $582,500
2022 $5,595 $517,445 $146,160 $371,285
2021 $5,696 $507,300 $143,295 $364,005
2020 $5,548 $502,099 $141,826 $360,273
2019 $5,436 $492,255 $139,046 $353,209
2018 $5,360 $482,604 $136,320 $346,284
2017 $5,241 $473,143 $133,648 $339,495
2016 $4,912 $463,868 $131,028 $332,840
2014 $4,793 $447,955 $126,533 $321,422
Source: Public Records

Agents Affiliated with this Home

  • Jan Sherman

    Seller's Agent in 2022

    Jan Sherman

    Sherman & Associates RE

    (209) 712-4183

    41 in this area

    96 Total Sales

    Jan Sherman
    Section Image

  • M

    Buyer's Agent in 2022

    Michael Carouba

    Michael Carouba, Broker

    (209) 327-7700

    2 in this area

    4 Total Sales

    Michael Carouba
    Section Image
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Map

California San Joaquin County Lodi 95242 Sunwest

2911 Heritage Oak Way, Lodi, CA

Homes for Sale in Lodi, CA

This home is located at 2911 Heritage Oak Way, Lodi, CA 95242 and is currently estimated at $934,695, approximately $299 per square foot. 2911 Heritage Oak Way is a home located in San Joaquin County with nearby schools including Erma B. Reese Elementary School, Millswood Middle School, and Lodi 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.