Blogs
Insights & Resources
Practical guidance on California trust loans, 1031 exchanges, bridge financing, and the scenarios real borrowers and families face.
In California, real estate and inheritance frequently intersect in probate court, where property transfers can stall for extended periods. Access
California real estate will continue to move quickly in 2026, and investors often need capital before permanent financing is available.
California’s partition law underwent significant changes when the Legislature adopted the Uniform Partition of Heirs Property Act (AB 633), codified
California’s real estate market remains one of the most active investment environments in the United States, attracting experienced real estate
California’s dynamic real estate market often requires speed and the ability to act decisively. For real estate investors, seeking to
Executing a 1031 exchange loan in California requires strict compliance with IRS rules, and access to reliable real estate capital
resources
Helpful Information and Resources.
HCS Equity has over 20 years proven experience with real estate finance and investment.
Understanding the world of real estate investment and loans can be tricky especially when it comes to sibling buy-outs, equalization laws and trusts and estates in probate.
Understanding the world of real estate investment and loans can be tricky especially when it comes to sibling buy-outs, equalization laws and trusts and estates in probate.
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Proposition 19 – Initial Interpretational Questions and Answers
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Proposition 19 Forms
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List of County Assessors, Auditors and Auditor-Controllers, Clerks of the Board, and Tax Collectors
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Change in ownership consequences of real property in an estate or trust distributed on a “share and share alike” basis
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Request for Legal Opinion – Parent-Child Exclusion
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Assessors’ Handbook – Change In Ownership
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All CA County Assessors and Tax Collectors
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BOE Exclusions from Reappraisal FAQs
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Parent-Child Transfer Annotation 625.0235.025
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Parent-Child Transfer Annotation 625.0235.005
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Reassessment Exclusion for Transfer between Parent and Child (Claim for)
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Reassessment Exclusion for Transfer from Grandparent to Grandchild (Claim for)
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Letter from BOE to County Assessors: Revenue and Taxation Code Section 63.1: Parent-Child and Grandparent-Grandchild Exclusion
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Change in ownership consequences of real property in an estate or trust distributed on a “share and share alike” basis
Videos
Featured Podcasts & Video Resources
How Loans to Trusts and Estates Work in Probate
Navigating real estate within the probate process can be incredibly complex. In this podcast feature, Justin Aldi discusses the mechanics of securing loans for trusts and estates while they are still in probate, helping families and legal professionals preserve property value and resolve immediate financial needs.
Navigating Sibling Buy-Outs on Trust Property
What happens when one sibling wants to keep the family home and the others want to sell? Justin Aldi of HCS Equity dives into the logistics of sibling buy-outs after a death in the family. Learn how specialized trust loans can help distribute assets equitably and smoothly when real estate is held in a trust.
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