Blogs
Insights & Resources
Practical guidance on California trust loans, 1031 exchanges, bridge financing, and the scenarios real borrowers and families face.
Many California investors begin by asking ‘what is a private lender?’, since these firms operate outside traditional banking models yet
In California real estate, investors targeting distressed or undervalued properties often require financing that supports both purchase and renovation. Rehab
The hard money lending process for investors in California is distinct from the financing pathways available through banks or institutional
In California’s property markets, capital speed can determine whether an acquisition is executable or entirely out of reach. For real
In California’s real estate market, hesitation can cost investors valuable opportunities. For experienced real estate investors pursuing high-stakes acquisitions, quick
For many real estate investors entering the California rental market, using hard money to buy rentals can be a powerful
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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