Communications

Communications
PSAR Communications makes announcements on behalf of the organization as a whole.

Recent Posts

California DRE 2023 Summer Bulletin

Posted by Communications on Sep 18, 2023 2:04:07 PM

2023_DRE_Summer_Bulletin

Check out the DRE 2o23 Summer Bulletin and gain awareness of the DRE's priorities this quarter. Below are highlights.  Download the PDF for the full update. Take a look at the California DRE Summer Bulletin here.

  • Commissioner’s Update
  • New Pre-License Statutory Course Requirements Coming in 2024
  • Vacant Land Property Scams
  • Originating Nontraditional Mortgage Loan Products
  • Succession Planning
  • Ensure Protection of Trust Funds Collected by Real Estate Brokers
  • What Would You Tell Your Younger Self?  

Commissioner_McCauley

 

Douglas R. McCauley

Real Estate Commissioner
Department of Real Estate

 

 

 

 

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PSAR's Mission is to empower Real Estate Professionals

Since 1928, the Pacific Southwest Association of REALTORS® has played a significant role in shaping the history, growth, and development of the Real Estate industry in San Diego County.

Topics: Announcements

Real Estate Magic Continues After 50 Years, 6,000 Deals

Posted by Communications on May 22, 2023 12:17:55 PM

Patty McKelvey Book "How a Real Estate Rock Star Helped 6,000 Families Attain the American Dream"PSAR broker Patti McKelvey has authored a book in which she reflects on her 50 years in real estate.

Titled, “Real Estate Magic: How a Real Estate Rock Star Helped 6,000 Families Attain the American Dream,” McKelvey’s 171-page, self-published book is priced at $15 on Amazon.

Patti considers the book as her memoir. It includes stories about her childhood in South Dakota, her career as owner and operator of a children’s furniture retail store prior to real estate, and her record-setting success in real estate sales.

"The title came from my clients who would say to me when a real estate deal hit a difficult point, `Patti, do your magic,’” she said.

“Hopefully, the readers, including other agents and entrepreneurs, will find something motivating and encouraging in the book. It’s about my journey through business and real estate. I’m an example of not doing things the normal, scripted way. On the contrary, my journey has been far from ordinary.”

According to the book’s description on Amazon, “Her total is north of 6,000 units, which to Patti means helping all those individuals and families attain the American Dream. 

The book includes several real estate client success stories as well as mentions her longtime support of St. Pius X Roman Catholic Church on Cuyamaca Avenue in Chula Vista. At the church, Patti serves as a Eucharistic minister and regularly attends 7 a.m. Mass on Sundays and daily Mass most mornings. Patti also has supported a number of charitable organizations, including South Bay Family YMCA, American Heart Association, Rady Children’s Hospital, National Latino Peace Officers Association, and the Las Primeras Group, a philanthropic organization.

In Patti’s book is her description of her strong beliefs in ethics, honesty, and personal relationships.

“I believe in a strong work ethic, honesty, integrity, and consistency and I admire great role models of ethics, such as John Wooden, and the founders of Hobby Lobby and Chick-fil-A,” Patti said. “I also believe strongly in building enduring relationships. My friendship with clients does not end at the close of escrow. It continues long after.

“I love calls from clients asking for recommendations on home repair and professional services. I want to do the best job for my clients because that’s my job. I want to make a difference in helping people get their new homes. I want to meet and exceed the wishes of my clients. In some cases, I have represented clients who were children years ago when I worked with their parents and now they’re grown up.”

On occasion, Patti said she might provide a copy of her book to new clients so they can learn more about her. “But, I’ll probably do a lousy job at promoting the book. I would rather work in real estate than post something on social media about my book.”

Patti grew up in Lestervillle, South Dakota, population of 115. “My mother and father ran the town’s restaurant, so I was around customers all the time,” Patti said, “I grew up thinking about customer service.”

Patti earned a Bachelor’s degree in business and English from Southern State University in South Dakota. She married Bill McKelvey and later they moved to Southern California, where  Patti started designing children’s furniture while  Bill worked for the Drug Enforcement Administration (DEA). After moving to San Diego in 1976, Patti continued working in the furniture industry and operated a retail store, which she sold in 1987.

 “I loved painting and designing children’s furniture,” Patti said. “Even back then, it was difficult to run a small business in California. Too many rules and regulations. So, I sold the business after many years, went to work on my Master's degree, and got my real estate license.”

Patti has been a top producer since beginning her real estate career in 1987. She has been ranked in the top 1 percent of real estate professionals in America in listings, sales, and dollar volume. She was the #1 agent for sales in San Diego County in 2013, 2014, and 2015, selling the most units of any agent in the entire county. She was the top-producing agent in both sales and listings for 29 consecutive years at her previous brokerage of McMillin Realty, which was acquired in 2016.

In 2017, Patti and Jeff McKelvey, a mother-and-son real estate sales team, joined Coldwell Banker West (CBW). Since 2017, they have been ranked as CBW’s top-producing team every year. Patti says she owes much of her success to  Jeff, who has worked with her in real estate for nearly 30 years. The McKelvey team staff includes April Martin, Tyler Rowean, TJ Hughes, Chriselia Sandoval, Alex Medina, and Lauren Ortiz as transaction coordinators.

“I enjoy real estate because I love helping people realize their dreams of home ownership,” said Patti. “I want to meet and exceed the wishes of my clients. It never gets old seeing the joy of helping people live the American dream.” 

The McKelvey group (CalDRE #00956130) can be reached at (619) 271-8300, or patti@mckelveyrealty.com.

California Spring DRE Bulletin

Posted by Communications on May 15, 2023 12:12:39 PM

Check out this month's DRE Bulletin and gain awareness of the DRE's priorities this quarter.  Below are highlights. Download the PDF for the full update. Take a look at the California DRE Spring Bulletin here

  • Update from Commissioner Douglas McCauley:  DRE prioritizes equity, fraud, and consumer communication campaign to assist first-time buyers. It also emphasizes how to select an agent and understand mortgages.  
  • Download the 2023 DRE Real Estate Law Book.
  • Living in a Common Interest Development.
  • Helping your client understand an architect's role.
  • Broker Supervision: What is the broker's role?  Broker's obligation to supervise, assign supervisory authority, broker supervision in advertising, and ensure license requirements are met.
  • Updated Rules for Discrimination as a Basis for Discipline.
  • A look inside DRE’s complaint process: Filing a complaint, Complaint review, Formal investigation, and Clear and Convincing Evidence. 
  • PG&E warns of an emerging scam initiative
  • The important role of Enforcement in regulating California’s Real Estate industry
  • Los Angeles County launches Property Owner e-Notification Alert (San Diego Launched Owner Alert last year).

Commissioner_McCauley

 

Douglas R. McCauley

Real Estate Commissioner
Department of Real Estate

 

 

 

 

 

 

 

Topics: Announcements

Improve your client's tour experience with new Live buyer tours.

Posted by Communications on Mar 27, 2023 3:45:59 PM

What are live buyer tours?
If you use Cloud CMA, then you’re likely already familiar with buyer tours, the reports that build on MLS data to give your buyer clients a better sense of what they’re looking at. In fact, buyer tours have become one of the most popular types of reports in Cloud CMA overall! 

Live buyer tours build on the existing functionality to turn static reports into dynamic ones—with real-time data that you and your buyers can easily read on any device. So you get a new way to show off properties, and your clients get live access to the most relevant information about their favorite listings. 

What can your clients see with live buyer tours? 

Their list of showings, organized by time 
Details like drive time and directions 
Feedback fields that share directly with their agent 
And more! 
 

Why the change? 
Home shopping and touring habits aren’t what they used to be.  Now, people have pocket computers with them constantly, so they can browse listings, request showings, get directions, whatever they need to do—all from the palm of their hands. 

Paper tours are outdated.  With live buyer tours, your clients have the technology on hand to interact with you and tour property more seamlessly. It’s a subtle contributor to their overall experience; they’ll appreciate the convenience and thoroughness of the information you provide. 

 
Here is how it works.

 

Topics: Announcements, CRMLS, Technology, Industry, Paragon

DRE Real Estate Fall Bulletin Released.

Posted by Communications on Nov 1, 2022 4:12:19 PM

The California Department of Real Estate released its fall bulletin.  Check out the highlights in this quarter's issue.

In this issue:

New Required CE Coursed Now Available. Licensees renewing for the frst time on or after January 1, 2023, complete a new two-hour course in implicit bias training and a revised three-hour course in fair housing that includes an interactive participatory component

The Important Role of Enforcement in Regulating California’s Real Estate Industry  DRE posts on its website summaries of the most serious enforcement actions taken against licensees, as well as other disciplinary actions. 

Licensees Urged to Protect Themselves from ID Theft Scam  DRE recently issued a statewide Consumer Alert

DRE Stats include a 5% reduction in licensees prior to last year.  5,202 Complaints received.  67,768 exams administered.

External Audit Stats on Property Management, Broker Escrow, Mortgage Loan, and Sales.  Given DRE’s number of auditors as compared to its licensee population, audit efforts in FY 2021-22 focused on brokers who handle a high volume of trust funds. Audit cases completed during the fiscal year revealed a troubling high incidence of trust fund shortages.

Legal Activity, Enforcement, Subdivisions, Communications, and a look forward.

Learn from a wealth of information and insight provided in the Fall Real Estate Bulletin.

Click Here

California DRE Fall Bulleting link

 

Topics: Announcements, Brokers/Managers, Industry

Over 55, Disabled, or Victim, Can Now Save On Property taxes.

Posted by Communications on Oct 21, 2022 2:47:00 PM

Many owners who want to move within California can now transfer their lower property tax base from one property to another, anywhere in the state, The tax base transfer can save owners tens of thousands of dollars or more in taxes. 

Under Proposition 13, a home is normally appraised at its full market value at the time it is purchased. This program allows the taxable value on the original home to be transferred to the replacement home thereby preventing an increase in property tax.

The program befits owners who meet the qualifications listed here.

Homeowners Age 55+ If you're a senior, retiree, or older homeowner who feels trapped in a home that no longer fits your needs.

People With Severe Disabilities  If you live with a severe or permanent disability.

Victims of Wildfire & Natural Disasters
If you are one of the tens of thousands of Californians whose family home has been destroyed or substantially damaged by wildfire.

The new law called Proposition 19 makes it easier for you to move to another home without incurring a property tax hike.* 

Explainer Video Prepared by San Diego Chief Deputy Assessor, Jordan Marks,
and produced by the PSAR.

See the California Board of Equalization Prop 19 information page for additional details about filing checklists, guidelines, rulemaking, frequently asked questions, related legislation, deadlines, forms requirements, types of relief, intergenerational transfer exclusions, additional resources, and general property tax information.

Filing forms for Seniors and the Disabled may be found here. See the tabs "Forms"

* Always check with your tax professional to verify your particular situation prior to making financial decisions.

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PSAR's mission is to empower real estate professionals.

Since 1928, the Pacific Southwest Association of REALTORS® has played a significant role in shaping the history, growth & development of the Real Estate industry in San Diego County.

Topics: Education, Announcements, Industry

PSAR Members Made Their Voices Heard

Posted by Communications on May 20, 2022 3:36:05 PM

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Members of the Pacific Southwest Association of REALTORS® (PSAR) made a powerful statement for property rights on behalf of housing providers while attending a recent Chula Vista City Council meeting where the subject of a new rent control ordinance was on the docket.

The City Council was considering an aggressive and overreaching ordinance that imposes additional regulations on housing providers. The controversial proposal, if passed, would negatively impact new housing creation by tightening restrictions on remodeling, owner move-ins and rental unit withdrawals, as well as expanding noticing and relocation assistance requirements.

Following over five hours of public comments, including testimony from many PSAR members, the City Council tabled a vote on the proposed ordinance, titled the “Residential Landlord and Tenant Provisions.” The Council stated that more data on the topic and potential language revisions are needed.

The actions taken by PSAR members were considered invaluable in the successful effort to prevent the Council from implementing an ordinance that would exacerbate the housing crisis. A revised version of the ordinance is expected to be considered by the City Council at a July 12 session.

Among the PSAR members who spoke at the May 17 city council meeting: Pat Russiano, Mike Campbell, Mark Scott, Nikki Coppa, Rich D'Ascoli, Yvonne Cromer, Robert Cromer, Mitch Thompson, George Ching, Eric Sutton, Peter Carlseen, Sam Calvano, Lupe Soto, Earl Jentz, Myllissa McCann and Josh Morales.

Richard D’Ascoli, PSAR CEO, stated in his testimony, “Most housing providers and owners are good people and most renters are good people. This extreme ordinance will punish every homeowner who may want to rent out a home and every renter who can’t find a place to rent.”

D’Ascoli cited a city staff report that included information from the Legal Aid Society of San Diego. According to the data, “no-fault” eviction disputes involve fewer than .27 percent of the 33,000 rental homes in Chula Vista annually, pointing to a much smaller issue.

The number of evictions totaled 13 in March, three in February, and seven in January. “Shouldn’t we help those 13 households rather than impact 33,000 rental units?” D’Ascoli asked. “Most housing providers are good actors, it’s the few we need to address. Let’s focus on them and not punish the entire city.”

D’Ascoli identified the long-term ramifications of the proposed ordinance: “Rent control and similar market restrictions will discourage the creation, maintenance, and upgrade of rental housing stock. This ordinance will discourage additional rehab and negatively impact the low-income renters the provisions were intended to serve. This ordinance also will reduce the value of properties in Chula Vista, compared to similar properties in other cities. Prudent property owners will choose to buy or build in areas with less cost and regulatory risk.

“Chula Vista will stagnate as the incentive to replacing aging, smaller complexes with upgraded, more dense buildings will no longer exist. Owners of single-family rental homes will either sell to national real estate investment trusts or they will sell to new owner-occupants. Available rental stock will decrease. Prices for renters will increase because supply will continue to be highly restricted. Also worrisome is the provision that anyone who violates any part of this law could be charged with a crime and sent to jail for up to six months.”

Other speakers from PSAR made the following points:

-- Burdensome regulations will result in less available housing, not more. This ordinance adds to the regulatory burden.
-- Provisions in the ordinance meant to prevent harassment of tenants would deter property owners from dealing with nuisance tenants.
-- Added renovation regulations would deter owners from upgrading rental properties, thus hurting tenants and surrounding neighborhoods.
-- The ordinance would create new, vague “anti-harassment” rules regulating landlord-tenant interaction, expanded notification requirements of up to 365 days, and higher relocation payments.
-- Landlords would be required to offer evicted renters, even if those renters caused property damage, the first right of refusal to move back in after a renovation.
-- The state of California recently enacted protections for tenants with AB 1482. That law provides sufficient regulation of landlord-tenant relationships.

Coalition partners with PSAR on the proposed Chula Vista ordinance included the Southern California Rental Housing Association (SCRHA) and the San Diego Association of REALTORS® (SDAR).

More Articles and News Coverage

Renters, Landlords at Odds Over Proposed No-Fault Eviction Proposal - Mitch Thompson shows new appliances as part of remodeling efforts. KPBS-TV, 05/17/2022.

Chula Vista City Council Postpones Eviction Moratorium Protection Vote - No decision after more than five hours of public comments and postponement until July 12. KPBS-TV, 05/18/2022.

Chula Vista City Council Considers Controversial Tenant Protection Ordinance - PSAR board member Jason Lopez explains the proposal is a solution looking for a problem. KUSI-TV, 05/18/2022.

Chula Vista Considers Ordinance Strengthening Protections for Tenants - PSAR 2022 President Max Zaker and PSAR member Mitch Thompson tell NBC 7 how the proposal would actually hurt tenants. KNSD-TV NBC 7 San Diego, 05/16/2022.

Chula Vista Council Hears from Over 50 Speakers - The meeting lasted for hours as landlords say the proposed ordinance would force them to sell their propertiesKGTV-TV 10News, 05/17/2022.

Decision Postponed on Controversial Renters' Protections - Quote from PSAR CEO Rich D'Ascoli: "...An ordinance that is overreaching..." KFMB-TV, CBS8, 05/18/2022.

 

Topics: Brokers/Managers, Government Affairs, Market Information, Industry

CHULA VISTA ORDINANCE WOULD MAKE THE HOUSING CRISIS WORSE

Posted by Communications on May 16, 2022 1:00:00 PM

There is a critical shortage of housing inventory. An excessive amount of red tape helped cause that shortage. Now, the City of Chula Vista is considering additional regulations on Housing Providers.

The proposed "Residential Landlord and Tenant Provisions" will impose the following:

  • Regulations that make substantial remodels, owner move-ins, and withdrawal from the rental market more difficult by adding stricter noticing requirements and relocation assistance requirements.
  • The creation of laws that allows for civil action and damages of $1,000-5,000 per violation per day.
  • The criminalization of any violation of the ordinance and the creation of fines in the thousands of dollars.

Mayor Mary Salas requested the creation of this ordinance in response to calls from tenant and rent control advocates. Unfortunately, the unintended consequences of this ordinance would end up harming tenants as well.

The unintended consequences of this ordinance will include the following:

  • The added difficulties of being a housing provider in Chula Vista will discourage the creation of much needed additional housing. This will hurt all of us, including those who would have a much harder time finding a place to rent. 
  • The added difficulties of undertaking substantial renovations would deter owners from upgrading unsightly buildings. This hurts the tenants who would live there and the livability of the surrounding communities. 
  • Provisions in the ordinance meant to prevent harassment of tenants would actually deter property owners from dealing with tenants who cause nuisances. This would hurt the tenants and all neighbors who live nearby and would have to deal with the nuisances.


It is well established that when you add regulation to something, you get less of it. We need more housing, not less. The State of California has recently enacted protections for tenants by enacting AB 1482. If there are problems for tenants, the City could focus on finding better ways to enforce existing laws, rather than adding more regulations that will negatively impact our already scarce housing supply.

Please send an eComment to the City stating your opposition to this misguided ordinance by clicking on the button below, and then clicking on the "Leave Comment" button:

TAKE ACTION

 

 

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Not sure which Councilmember represents your neighborhood?  See below.

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Topics: Brokers/Managers, Government Affairs, Market Information, Industry

City of San Diego’s ‘No-Fault Eviction' Moratorium.

Posted by Communications on Apr 13, 2022 4:44:00 PM

Questions remain about the City of San Diego’s pending ‘No-Fault Eviction' Moratorium.

On April 4th, after almost six hours of public testimony which included comments from PSAR volunteers and members, the city council passed the ‘No-Fault Eviction' Moratorium ordinance. The ordinance must come back for a second reading a month after the first reading and will go into effect 30 days after final approval.


Thanks to the efforts of PSAR and our colleagues, the original ordinance was amended to include an end date or sunset on September 30, 2022 (or 60 days after the end of the local emergency) whichever is sooner.  Realtors are wondering about how this ordinance will impact property owners who want to sell.

  • No termination of tenancy is allowed for a substantial remodel unless mandated by the government or court order.
  • Owners who wish to move into their homes or move in family members will have to serve a 90-day notice to terminate the tenancy. An immediate family member is limited to a parent, child, grandparent, and grandchild.

Property owners who wish to terminate a tenancy in order to withdraw units from the rental market, this includes selling a home, must provide a 6-month notice.

The ordinance is likely to receive final approval next month and it will cause unintended consequences. Additionally, some of the language is vague and confusing. Once the ordinance is finalized, PSAR will schedule legal counsel to brief our members on its impact. PSAR will continue to review the ordinance and is prepared to challenge it again at the second reading.

Before working with a client to terminate a tenancy, it is important to speak with your broker and legal counsel. This ordinance will put many owners in difficult positions.

A copy of the proposed ordinance may be found here.

This web page item #200 has links to the PowerPoint and backup information for a deeper dive.

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Topics: Brokers/Managers, Government Affairs, Market Information, Industry

County Policy Eliminates Hope for New Housing

Posted by Communications on Feb 4, 2022 4:00:11 PM

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The Board of Supervisors will meet on Wednesday, February 9th at 9 am to discuss the implementation of a Vehicle Miles Traveled (VMT) Policy which could end hopes that San Diego will meet the housing needs of its residents.  

Please urge the Board of Supervisors to keep housing a top priority in San Diego County.  

You can submit written comments by clicking here: submit comments.

This proposal is item 7 on the Agenda, if you would be willing to testify on this, you can sign up here:  Sign up to speak

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Recently, PSAR sent a three-page letter to the San Diego County Board of Supervisors expressing our opposition to the Vehicle Miles Traveled (VMT) proposal.  See a copy of the letter by following this link.

VMT is a proposal that would slap new fees on housing development in car-centric communities. The fees would be calculated based on the additional “vehicle miles traveled.” Housing developments in rural or suburban areas would face fees that would disincentivize their construction.  Any homes that do get built would need to factor in those additional fees, pushing the dream of homeownership further beyond the reach of most aspiring buyers.  

Under the proposed VMT, to get approval for a project, a housing developer would have to show that their project would generate fewer vehicle miles traveled than the area’s average. 

PSAR’s letter to the Board of Supervisors states: “Homeownership is the bedrock of building strong communities and intergenerational wealth. REALTORS® know firsthand that buyers are moving to Riverside, Imperial Valley, and Mexico to own a property and build a future. They subsequently commute for hours on San Diego freeways, defeating the intent of the VMT policies.

“There are numerous economic and regulatory barriers that discourage developers from building both attached and detached “for-purchase” housing for all levels of income. If the County is forced to adopt a Vehicle Miles Traveled (VMT) planning tool that is being considered with a regional planning focus, the cost of new housing in the unincorporated portions of our region will be increased significantly, adding to the current housing shortfall.

“This policy will severely restrict future generations from realizing the dream of homeownership and a better quality of life for themselves and generations to come.”

The letter also states that PSAR is supporting six recommendations from the Building Industry Association (BIA) of San Diego County. BIA’s recommendations include an Infill Area Option, VMT Mitigation Program Options, and a programmatic Environmental Impact Report (EIR) to analyze VMT impacts.

PSAR is opposing VMT implementation because of the potential impacts on historically disadvantaged communities who would find it harder to realize the dream of homeownership.

PSAR’s letter states: “Homeownership is an essential steppingstone for families to build wealth. By adding requirements that will make homeownership opportunities more expensive for working families to purchase, we will be removing a crucial steppingstone for those who have not already had an opportunity to purchase a home. We would essentially be closing the door behind those who have already been fortunate enough to purchase a home.

“Society has been making a lot of strides towards providing historically disadvantaged communities with opportunities that had previously been denied to them. We should not be halting that progress by limiting access to homeownership opportunities. The book `The Color of Law’ by Richard Rothstein provides a very detailed analysis of how unequal access to homeownership due to government policies directly resulted in economic harm that continues to hold back communities of color to this day. Considering the fact that communities of color in San Diego are still suffering from the multigenerational impacts of redlining and segregation, we should not be implementing policies that cement these impacts by stopping the creation of new opportunities for homeownership or confining new housing opportunities for lower-income residents to certain areas.”

At their Jan. 26 meeting, the Board of Supervisors received a report from county planners that laid out ways to implement VMT. The board directed the planners to return on Feb. 9 with additional details on VMT options.

Please urge the Board of Supervisors to keep housing a top priority in San Diego County.  

You can submit written comments by clicking here: submit comments.

This proposal is item 7 on the Agenda, if you would be willing to testify on this, you can sign up here:  Sign up to speak

 

Topics: Brokers/Managers, Government Affairs, Market Information, Industry