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

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

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