The impact of local Tenant Ordinances on Owners & Managers

Posted by Kevin McElroy on Jun 7, 2023 3:44:18 PM

A review of  the San Diego and Chula Vista Tenant Ordinances, including their rules, regulations, and to whom they apply.

Discussion Leaders:

Peter Carlseen

Peter Carlseen

REALTOR®, Chula Vista Housing and Homelessness Advisory Commission

Mark Scott

Mark Scott

REALTOR®, Past President for
CA Chapter of NARPM

If you are a housing provider, you will want to attend this informative overview and speaker discussion centering on the Chula Vista and San Diego City Tenant Ordinances. Speakers will review the new ordinances, other requirements and regulations, and discuss their implications.

Tuesday | June 20th
10:00 a.m. - 12:00 p.m.
PSAR South County Office
(880 Canarios Ct. #100 Chula Vista, CA 91910)

IMS Registration   Eventbrite Registration
Free for PSAR and San Diego NARPM Members (use the IMS Registration)
For registration assistance, please call us at 619-421-7811.
$20 attendance fee for Non-Members

Discussion Topics:

  • Applicability of the new ordinances
  • New noticing requirements
  • New requirements for termination of tenancy
  • Administrative regulations

__________________________________________________________

The information provided during this program does not, and is not intended to, constitute legal advice; instead, all information, content, and materials being provided are for general informational purposes only.  Information may not constitute the most up-to-date legal or other information. We may provide links to other third-party websites.  Such links are only for the convenience of the reader or user.  PSAR and its members do not recommend or endorse the contents of third-party sites.

Attendees should contact their attorney to obtain advice with respect to any particular legal matter.  No attendee should act or refrain from acting on the basis of information provided here without first seeking legal advice from counsel in the relevant jurisdiction.  Only your individual attorney can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation.  Use of, and access to, the information provided or any of the links or resources shared do not create an attorney-client relationship.

The views expressed during the program are those of the individual speakers writing in their individual capacities only – not those of their respective employers, the PSAR, or the committee/task force as a whole.  All liability with respect to actions taken or not taken based on the contents of this program is hereby expressly disclaimed.  The content in this program is provided "as is;" no representations are made that the content is error-free.

Pacific Southwest Association of REALTORS

NATIONAL ASSOCIATION OF RESIDENTIAL PROPERTY MANAGERS              

Discover the latest information on the Tenant Ordinances in San Diego and Chula Vista, including their rules, regulations, and how they apply.

Topics: Education

Understand the Probate Process and Represent Buyers or Sellers Effectively

Posted by Kevin McElroy on May 24, 2023 8:15:00 AM

Probate Class

This Probate Certification course provides a thorough exploration for real estate agents and investors seeking to successfully assist homeowners in probate transactions.

This class is normally $125 / PSAR is offering it at $79

Friday | May 26th
9:30 a.m. - 12:30 p.m.
via Zoom

REGISTRATION CLOSED AT 11:30am on May 24th

Here is a video introduction for the class from the instructor:

This certification provides a comprehensive overview of the probate process for real estate professionals seeking to represent sellers or buyers in probate transactions, as well as investors looking to purchase probate properties. 

Each of the 5 chapters in this course focuses on a specific probate-related topic. The material is presented from the real estate professional's point of view but with the experience and knowledge of seasoned probate attorney and State Bar Certified Specialist, Paul Horn.

Course topics:

• The Purpose of Probate • Which necessary legal documents are used in probate
• 9 exceptions to Probate • Factors affecting homeowner's tax obligations
• Inventory and Appraisal • Estate taxes, Capital gain, and California property taxes
• Orders for probate and letters • Parent-Child/Grandparent-grandchild transfer exclusion
• Different ways of holding title • Change in Ownership Statement – Death of a real property owner
• The sale of real property in probate • How homeowners' choices determine whether a probate is needed
• Full authority vs. limited authority • Various marketing techniques to assist with probate prospecting

In general, a Probate occurs when a homeowner dies without a trust and by default leaves a home to an heir. This means (in many cases) that an estate attorney or representative may need to help family members sell the property. Of course, these scenarios can vary widely which is where this course becomes valuable. For example, the first chapter examines when a Probate sale should occur.

As you progress through the course, you will discover why certain probate cases take longer (full authority vs. limited authority). This understanding will help you maximize your commission in a probate listing as well as guide you through the probate purchase process.

Upon completing the final exam for the course, you will be eligible to receive a certification from C.A.R. as a Probate Property Specialist.

_____________________________________

Refund and Exchange Policy:

Need to reschedule?
You may transfer to a future LearnMyWay® session without penalty at any time up to two (2) days prior to your course. We allow one reschedule per course. If you provide C.A.R. Education with less than a two-day notice or fail to attend, you will be liable for the entire course fee.

Second and subsequent reschedules will result in a $15.00 processing fee per reschedule. All rescheduling requests must be sent to education@car.org and include the order number associated with the purchase of the course. 

Cancellation and refund policy
You may cancel a course without penalty at any time up to two (2) days prior to your course. Those who book within two (2) days are not eligible for cancellation or refunds. To cancel, please send an email to education@car.org and identify the name of the course and include the order number associated with the purchase of the course. Refunds will be issued in the same form of payment that was made.

_______________________________________

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

tips and tricks on how to make more contacts in a short amount of time.

Posted by Kevin McElroy on May 19, 2023 8:06:00 AM

tips and tricks

Tuesday | May 30th
11:00 a.m. - 12:00 p.m
PSAR South Service Center
880 Canarios Ct., Chula Vista, CA 91910

     Register Here     

Sandwiches and Drinks will be provided

Sharpen your saw and ride through the ups and downs in this market with the following topics: 
  • Tracking your outbound activity is more critical than ever.
  • Don't reinvent the wheel this is a contact sport whoever makes more contact wins.
  • Greatness Tracker can change your business by always knowing what actions you have not taken within a week.
  • Back to Basics and a lot of it.
  • Are you slow? This is what you need to change your business in 90 days.


About the speaker:

Raul De La VegaRaul De Le Vega

After graduating from High School in 1995, Raul De Le Vega decided to Join the U.S. Navy. He was on active duty from Jan 1996 – 2003. He served aboard the USS Kitty Hawk, USS Constellation, & the Helicopter Anti-Submarine Squadron Light Four Nine “The Red Scorpions” as his final active duty station. After separating from Active Duty Service, he got into Law Enforcement and in 2006 left the San Diego County Sheriffs Dept. for a career in the Mortgage Industry. He has been in the Mortgage industry since 2006 and has been a top producer ever since. NMLS Lic. #325441

_______________________________________

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

Save Back Country Transactions over Breakfast - Defensible Space and Fire Hardening

Posted by Kevin McElroy on Apr 14, 2023 10:40:00 AM

Save Your Back Country Transaction: What To Know About Defensible Space and Fire Hardening

Wednesday | April 19th
9:00 a.m. - 10:30 a.m.
PSAR East Service Center

     Eventbrite Registration               IMS Registration     
($10 registration gets you breakfast and answers. Members use IMS Registration to avoid transaction fees.)

Is the property in a high-risk fire zone? Understand the laws and regulations to manage expectations to save transactions.

  • Zone Zero Regulations
  • AB 38 Requirements
  • FHDS Form
  • A brief update on the insurance market and the remedies that are available
  • How a DIC Policy works with the CA Fair Plan
  • Brief City of Santee updates

Speakers:

defensiblespace_panelists-1

Ronn Hall, Santee Councilmember and owner of
Ronn Hall Insurance & Notary Services,

will provide brief remarks on the insurance industry and updates from Santee.  

Lakeside Fire Marshal Jeremy Davis

Lakeside Fire Marshal Jeremy Davis

started his career as a firefighter in January of 1991 with the San Pasqual Volunteer Fire Department. In 2008, he made the transition from fire suppression to fire prevention with the Ramona Fire Department. In 2015, contracted with the San Diego County Fire Authority, and with that, he moved over to the County to work fire prevention. In 2019, he took the opportunity and moved to Lakeside Fire Protection District as the Fire Prevention officer, and in 2021, he became the Fire Marshal. He is a State Certified Plans Examiner, Damage Inspection Specialist, and Public Information Officer. Lastly, he is a fire cause and origin inspector and a fire instructor for the Lakeside Fire Protection District.

Chuck Piro of Disclosure Source

Chuck Piro of
Disclosure Source

began his NHD career at LGS Reports in 1998. The company quickly became the #1 provider of NHD reports in Southern California. In 2000, he became the Sales Manager for Professional Hazard Disclosure in
Orange County. Over the last 25 years, Chuck has given presentations to thousands of agents in hundreds of real estate offices throughout California. Chuck’s unique ability to communicate with today’s real estate professionals has helped thousands of agents in California better understand, not only Natural Hazard Disclosure requirements but also the complex disclosure of direct assessments such as Mello-Roos Special Taxes. He is currently being asked to assist in helping agents better understand the new Home Hardening and Defensible Space requirements.

 

 

 

___________________________________

Breakfast Provided by: Debi Levinson, Fidelity Home Warranty, and Disclosure Source

Event Sponsor - Debi Levenson

 

_______________________________________

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

CE Credits free while learning about energy-efficient homes

Posted by Kevin McElroy on Mar 20, 2023 12:43:43 PM

Up to 10 CE Credits At NO COST! What a Deal!blogbanner_230420_Energy Certificate-1

It is time to up your "green" knowledge and answer all your client's questions about "healthy and efficient solar" energy. 

Increase your expertise in the technology and valuation of clean-energy homes. Take the three-course series to earn an 'Efficient Clean-Energy Homes' certificate of completion OR take each class individually for CE credits (the first two classes are 3 CE credits each and the third class is 4 CE credits)


Energy Flyer
To register for these classes you will need to create an account on the SDG&E Registration site. (use the 'create a new account' button). Once you do you will be able to register for each individual class.
 


All three classes will be Zoom classes.
There will be an online test at the end of each class to earn the CE credits.
(You will need your DRE number to start the tests)

Class 1: Solar PV: Technology and Valuation
April 20th, 9:00 a.m. - 12:00 p.m.
(3 CE Credits)
Register Here

 

Class 2: Carbon Free Homes: Features, Benefits, Valuation
April 27th - 9:00 a.m. - 12:00 p.m.
(3 CE Credits)
Register Here

 

Class 3: Clean Energy Homes; How REALTORS earn stellar referrals while boosting profits
May 4th - 9:00 a.m. - 12:00 p.m.

(4 CE Credits)
Register Here


If you have questions about registration please let us know - support@psar.org or 619-421-7811

 

About the instructor:1516338330791

Debra Little is a home performance and valuation specialist with field experience in both appraising and energy efficiency. Since building her own home in 2007, her work has focused on high efficiency, low emissions, and related health benefits. Debra develops and presents courses for real estate professionals on the technology, valuation, and market representation, of high-performance assets and solar (public utilities, professional associations, and conferences).

Certifications: CA Certified Appraiser, Building Performance Institute; Building Analyst, Build It Green; Green Point Rater.

______________________________________

Pacific Southwest Association of REALTORS              06b177650e89d007c0b68b082de06f1ca09b00f8     

                                

______________________________________ 

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, YPN

Learn How To Do Business Across Borders

Posted by Kevin McElroy on Mar 10, 2023 7:57:05 AM

Immigration & Real Estate Investment in the New Global Climate

Attorney Andrés Moreno, Loan Officer Alfonso Delgadillo & CPA Vidal Espinoza will discuss immigration and asset management in terms of how things were, how they are now, and how potential changes could affect your business.

Thursday, March 30th
11:00 am - 1:00 pm

     Register Here     

PSAR South County

FREE for PSAR & NSDCAR Members
FREE food and drink will be provided!

Download the flyer
Immigration & Real Estate Investment in the New Global Climate

Topics Include:

  • Challenges and opportunities of working with a foreign investor
  • Laws surrounding money coming into the U.S.
  • Different types of visas and their requirements and timelines
  • Single-family investors

GUEST SPEAKERS:

andres-moreno-ll-picture

       Andrés Moreno II, Esq.

Senior Immigration Attorney and
General Manager for Moreno and
Associates Law Firm APC

download-1

           Alfonso Delgadillo

Branch Manager/Senior Loan Officer
Alfonso Delgadillo Lending Team


1522708674530

            Vidal Espinosa

         CPA
         The Shark CFO

 

psarlogo_50
Logo_GREC-2

_______________________________________

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, Global Real Estate Council

Maximize Efficiency by Going Paperless - Lone Wolf zipForms Edition

Posted by Kevin McElroy on Feb 17, 2023 10:00:00 AM

Become comfortable and efficient doing transactions using Lone Wolf Transactions (zipForm® Edition).

blogbanner_230321_zipforms

Make your transaction life easier by learning how to use zipForm® more efficiently and effectively. Ed Charboneau, the Transaction, Training, and Inspector Vetting Supervisor for CALIFORNIA ASSOCIATION OF REALTORS® will show you how to become much more efficient! This is an exclusive training for PSAR Members and a must-take class for new agents and agents that want to be more efficient in zipForms.

Tuesday, March 21st
10:30 AM  |  Zoom Class

     Register Here     

Directly from C.A.R., zipForm® Products Trainer, Ed Charboneau*

 

Edward Charboneau of C.A.R.

About the Speaker:

Edward Charboneau is a Senior Transaction Specialist at the California Association of REALTORS® and has been for the last 3 years. Ed is involved in zipForm® Plus product support, outreach, and education for REALTORS®. Ed has been working in Real Estate for 10 years and has done everything from Website development for brokerages to real estate appraisals.

 

_______________________________________

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

Register Now: C.A.R.’s Online Property Management Conference

Posted by Kevin McElroy on Feb 3, 2023 2:58:51 PM

Ready to start the new year off with new opportunities to grow your business and increase your revenue streams?

C.A.R.’S ONLINE PROPERTY MANAGEMENT CONFERENCE

C.A.R. is hosting a half-day virtual conference to introduce, educate and inform on hot topics regarding property management. C.A.R. members will have the opportunity to hear from leading names in property management on how they built their businesses, get key guidance from leaders in the property management industry, and learn where to find resources to support their own property management business.

Tickets to the virtual Property Management Conference are only $19 and include on-demand replays.

Thursday | February 23rd | 9:30 am - 12:00 pm
Via Zoom

Register & See Session Schedules

Topics:

  • Why Property Management
  • Getting Started in Property Management
  • Legislation impacting Property Management in California
  • Tools & Technology Supporting Property Management + Your Member Benefits!
  • Getting started as an investor
  • Compliance, compliance, compliance...
  • 2023 Landlord Tenant Laws & The End of Covid Tenant Protections
  • C.A.R. Resources & Closing

__________________________________________________________

Panelists:

  • Sara Sutachan - SVP, Strategy & Engagement, C.A.R.
  • Robert Bloom
  • Karim Drissi
  • Abby Arvidson - Partner Program Supervisor, C.A.R.
  • Elizabeth Campbell-Chase
  • Oscar Wei
  • Scott Brady - CEO, Progressive Property Management, Inc.
  • Taunee English
  • Pam Strickland - Owner, California Compliance Consulting
  • Claudia Diaz

 

__________________________________________

 

Pacific Southwest Association of REALTORS

 California Association of REALTORS

 

 

Topics: Education

Be Worry-Free with Cyber Security

Posted by Kevin McElroy on Jan 23, 2023 10:00:00 AM

Be Worry-free with Cyber Security

Network security should be a number one priority for businesses in San Diego. With ransomware, hacks, attacks, vulnerabilities, and data theft affecting companies all around the world on a daily basis, it’s just a matter of time before your business is hit. Tommy Thornton will go over the best ways to protect your business.  All in attendance will get a free network assessment ($497 value).
 
Wednesday, February 8th
11:00 AM - 12:30 PM
South PSAR Office
880 Canarious Court, Chula Vista 91910
          Register Here          
(Lunch will be provided)

Discussion topics include:

  • How to beat ransomware
  • Protecting yourself against attack
  • Don't be fooled by phishing
  • Comprehensive backup strategies
  • NextGen Antivirus protection
  • Who is liable for a data breach
  • Ask the expert

About the Speakers:

Tommy Thornton was born and raised in Tifton, GA. Following high school, Tommy joined the U.S. Marines where he honorably served out his enlistment while actively seeking a college education in California. Upon getting out of the Marines, Tommy moved back to Georgia to be closer to his family and to start his first IT business, New Image Computers. “I felt the industry was in a reputational decline. Too much geek-speak, too many hidden fees, and a total lack of transparency. Customers put their faith in our services and that’s important to us.” In 2014, Tommy, accompanied by his wife, Rose, and his daughter, Juliana, returned back to San Diego, CA to restart their business as Automates, a technology-managed service provider. Tommy quickly grew his company and created a culture built around transparency and integrity. Tommy is a nationally recognized leader in the IT industry with a focus on delivering exceptional cybersecurity services and is currently featured on the cover of “MSP Success” magazine.

Additional Speakers
  1. Evelya Rivera, Iuvo Inc.
  2. Lyle Sprung, Goosehead Insurance
  3. Bryce Schetselaar, MortgageOne, Inc.
MSP Success Magazine
 __________________________

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: Education, Market Information, Industry

Legal Insight Into Chula Vista's New Tenant Ordinance

Posted by Kevin McElroy on Jan 20, 2023 5:03:15 PM

This training is a must for anyone renting out residential property in Chula Vista. The law creates liability and is confusing.  

The Chula Vista Ordinance goes into effect on March 1st, 2023, and owners and property managers must be prepared.  Here is a link to the city's site.

Tracey Merrell, Managing Partner of Education for Kimball, Tirey & St. John LLP, will be speaking at our Chula Vista Office.

Chula Vista's New Tenant Ordinance

 
 Monday, February 6th
11:00 AM - 12:00 PM

     IMS Registration             Register Eventbrite  

$15 for PSAR and NARPM San Diego Chapter Members
$25 for Non-Members

At the door: $25 Members / $35 Non-Members
(PSAR members use IMS Registration. Non-members, please contact your association for a discount)

About the Speaker:

Tracey Merrell is the Managing Partner of Education for the law firm of Kimball, Tirey, and St. John. She began her career representing banks in post-foreclosure evictions throughout all 58 counties in California. As bank-owned foreclosures slowed down, she transitioned into evictions for management companies and individual owners. Tracey joined KTS as a trial attorney and has extensive experience in court, making hundreds of appearances a year since joining the firm. She is experienced in all aspects of litigation, from the development of case strategy, through discovery, depositions, motion practice, and trials including bench and jury. Tracey transitioned to the Education Department to further her goal of providing training and knowledge to both clients and staff.

Tracey Merrell, Managing Partner of Education for Kimball, Tirey & St. John LLP,

 

 Pacific South West Association of REALTORS

 
NARPM San Diego
 __________________________

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: Education, Market Information, Industry