Case Studies

$1.1M trust loan in Pleasanton provided funds for trust equalization, helping a beneficiary keep the family home and preserve its low property tax base.

Fast $565K fix and flip loan funded for an off-market Concord, CA property, allowing the investor to close quickly and begin a full renovation.

$750K trust loan in Yountville paid off a reverse mortgage, stopping foreclosure and allowing time to prepare the family home for sale.

Experienced investor secured $850K bridge loan to purchase a new property while another was listed for sale. Fast funding with no prepayment penalty.

$300K trust loan enabled sibling buyout of inherited home in Compton. Preserved Prop 19 tax base with fast funding and no additional trust assets.

$225K equity-backed loan secured by a free & clear property. Funds used for the downpayment on a new investment. Quick funding with flexible terms.

$50K probate loan in Auburn, CA to cover legal and administrative expenses—funded by HCS Equity, a California lender for estate and trust property loans.

The borrower could not obtain traditional financing due to the property's neglected condition, so we've secured a private bridge loan for the purchase of a distressed 3-unit apartment building.

We provided short-term capital to cover outstanding probate expenses and prepare a property for sale.

An experienced real estate investor secured a hard money fix and flip loan to complete a purchase swiftly amidst competitive offers.