Loans to
Trusts and Estates

Location: Woodland Hills, CA
Funded: $613,000
Private Loan Type: Trust Loan


Deal Highlights:

  • Non-owner occupied investment property held in an irrevocable trust

  • Date of death for the settlor was prior to February 16, 2021 (prior to Prop 19 going into effect), so this fell under Prop 58 rules

Deal Summary:

Two beneficiaries, which also happened to be co-trustees, were tasked with administering their late parents’ trust. One of which wanted to keep the family’s duplex while the other wanted their share of the estate in cash. Unfortunately, the trust’s only remaining asset was the duplex. This is where their attorney referred them to us to provide a loan directly to the trust to facilitate the non pro-rata equalization and distribution of trust assets per the wishes outlined in trust.

Deal Details:

  • Property Type – Duplex

  • Lien Position – First Mortgage

  • Loan-to-Value – 54%

  • Loan Term – 12 months

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