Loans to
Trust Loan

Location: Pleasanton, CA
Funded: $1,100,000
Private Loan Type: Trust Loan

trust-equalization-and-distribution-scaled

Deal Highlights:

  • Three siblings, only one of which wanted to keep the property

  • The assessor erroneously reassessed, so a property tax specialist was brought in to assist

  • They chose to have an appraisal done to determine the fair market value

Deal Summary:

A few years had passed while the beneficiaries were deciding on what to do with the family home. During that time the assessor had reassessed the property to full market value. The beneficiary seeking to retain the property insisted on the help of a property tax specialist to work with the county to overturn the reassessment. We stepped in to provide the funds needed for the trust equalization and distribution. In the end, the beneficiary was able to keep the family home, and its extremely low property tax base.

Deal Details:

  • Property Type – Single Family

  • Lien Position – First

  • Loan-to-Value – 65%

  • Loan Term – 12 months

More Deals by HCS Equity

HCS Equity is a private money lender based in Carmel, California, specialized in loans for trust & estate property.

  • reverse-mortgage-payoff-in-winter-ca

Reverse Mortgage Payoff

July 11th, 2025|Comments Off on Reverse Mortgage Payoff

$125K loan in Winter, CA paid off a reverse mortgage, preventing foreclosure and giving heirs time to prepare and sell their late father’s home.

  • probate-loan-in-san-jose

Sibling Buyout – Probate

July 4th, 2025|Comments Off on Sibling Buyout – Probate

HCS Equity funded a $669K probate loan in San Jose, enabling a sibling buyout and preserving property tax benefits under Prop 19.

  • fix-and-flix-loan-in-pleasant-hill-ca

Fix and Flip Purchase

June 27th, 2025|Comments Off on Fix and Flip Purchase

Off-market Pleasant Hill property financed with $1.15M fix and flip loan. Quick turnaround and strong resale in a highly desirable location.

Looking To Get Started?

Contact us today for more information regarding any of our loan products. As direct lenders, we make quick approval decisions, and can provide funding in as little as 7-10 days. We are available via phone or email anytime of the day or night.