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.

Meet Laurie MacDonald, who was recently elected to serve as your 2024 PSAR President.

“Serving as President-elect in support of our 2023 President Jason Lopez, I’m looking forward to growing our association, serving our members, and continuing the good fight for property rights and homeownership,” said Laurie. “I’m a big believer in giving back, no matter how busy you are. 

Laurie is a fourth-generation San Diegan. “My great-great grandparents arrived in San Diego from Halifax, Nova Scotia, sometime in the 1890s and my great-grandmother was born here in 1909.”

Real estate is part of her family history. “My great-grandmother, the same one born in 1909, bought a house in the Normal Heights area by herself in 1939. She was a widow at the time, but a female buying a home without the assistance of a man was rare in those days,” said Laurie. “Later, my grandparents owned and operated a real estate office, called Kelly and Associates, for many years on Parkway Drive in La Mesa.”

Laurie grew up in La Mesa. She attended Murray Manor Elementary School, Parkway Middle School, and Helix High School.

During and after high school for 12 years she sold and designed swimming pools, hardscapes, and landscapes mostly in the new homes developments of San Diego.

In 2009, she opened her own bridal boutique in La Mesa, which led her to become involved and serve on the boards of the La Mesa Village Merchants Association and the La Mesa Park & Recreation Foundation, a nonprofit that raises money to enhance the city’s parks and present community events such as Sundays at Six, a summer concert series. She is currently board president of the La Mesa Park & Recreation Foundation.

“I’m a helper at heart,” said Laurie. “I’ve been involved in my community and my kids’ schools. I live by a philosophy of giving back and serving my community.”

Laurie’s career in real estate began in September 2015. She served for several years on PSAR’s Government Affairs Committee and chaired PSAR’s YPN (Young Professional Network) group for two years. She has served on PSAR’s board of directors from 2020 to 2021.

“I wouldn’t be where I am today in real estate without my involvement in PSAR,” said Laurie. “Becoming an active volunteer with PSAR has propelled my career and helped me better serve my clients.”

Throughout her upcoming term as president, Laurie says she will continue to encourage PSAR members to get more involved with their association. “The best place to be in-the-know is at the table where decisions are made,” said Laurie. That’s because the more you know, the better you can serve your clients. Thanks to PSAR, the connections and relationships you make with other realtors and real estate professionals are simply invaluable.”

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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.

Meet Valerie Gardner, who was recently elected to a two-year term (2023-2024) on the PSAR Board of Directors.

Valerie was born at Eglin Air Force Base located in the western Florida Panhandle. She is the middle child of seven in a family of four daughters and two brothers.

Valerie’s mom was a homemaker and her father served in the United States Air Force. Her father’s Air Force career took Valerie to live in Augsburg, Germany, for elementary school, Great Falls, Montana, for middle school, and Albany, Georgia, for high school.

In high school, Valerie excelled as an athlete and was a member of the school’s track team and women’s basketball team. “I received recognition for my abilities while in all these sports,” Valerie said.

After high school, Valerie attended Troy State University in Troy, Alabama, where she graduated with a bachelor’s of science degree. Her major was criminal justice and her minor was in business.

After college, Valerie joined the United States Navy and honorably served for nine years. She worked in the Navy as an electrician, repairing motors and controllers on submarines. “I lived on the ship and carried on with my fitness and received commendations for being the fittest female sailor on the ship,” said Valerie.

After her Navy career, Valerie worked in the insurance industry for 12 years. “I started working in the claims and worked my way up to branch claims manager,” she said.

According to Valerie, “I got into real estate because I had a goal to be self-employed before I turned 40, and I have not looked back.”

She began her real estate sales career in 2001 and was honored with the Rookie of the Year award in her first year.

“Over the course of my 20 years in real estate, I have learned that is my job to be an advocate for my clients,” said Valerie. “My job is to meet them where they are, to listen and deliver on their needs, and to keep them on course.”

Valerie’s approach to real estate is also her motivation for serving on the PSAR board of directors. A friend encouraged her to run for a seat on the board and she decided to submit her name for the board election.

“My job will be to stand up for ethical and fair real estate business practices and protect private property rights, and protect the monetary investment made by our members and their clients.”

According to Valerie, “I come from a place of love and understanding and this is why I have been a successful REALTOR® in one of the toughest markets in the country to succeed. Now, I’m ready to give back to our industry and help PSAR and our members in any way that I can. My friendships with other PSAR members, as well as the great educational and networking opportunities, have been an important part of my real estate business. I encourage all of our members to expand their participation and get involved with our Association because, with PSAR, you can make a difference.”

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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.

STOP California's Legislature from Taxing Families
out of Homeownership

PSAR OPPOSES Senate Bill 1105 (Hueso) and Senate Bill 679 (Kamlager) each of which creates an unelected agency with the power to impose a range of new property taxes.  Those taxes would make keeping and getting into a home more expensive and difficult, potentially taxing people out of their homes and pushing homeownership out of reach for many of California's working families. Homeowners need YOUR help to STOP these bills!  Please ask your clients to TAKE ACTION NOW!

SB 1105 grants vast, unchecked, taxing and bonding authority to an unelected Housing Agency Board in San Diego which would consist of 6 appointed representatives, serving 4-year terms that can by resolution, or initiative, impose: 

• special taxes on real property,
• a parcel tax,
• a gross receipts business license tax,
• a special business tax,
• a documentary transfer tax,
• a special land value windfall tax, or
• a commercial linkage fee.

The proposed Agency requires revenues generated to assist in the construction of housing broadly defined. Revenue could go to large developers of rental homes and no restrictions on the agency purchasing single-family homes which could then further limit the opportunities for home ownership. The costs of solving California’s housing problems should not be placed on working Californians struggling to stay afloat and keep their homes in a tough economic environment, especially when there is a 97 billion dollar state surplus.
 
Similar to SB 1105, SB 679 would establish a local Housing Agency in LA with a 19-member “governing board” to raise revenues through: 

• a parcel tax
• gross receipts business license tax
• a document transfer tax, or
• the issuance of bonds to fund affordable housing preservation (acquiring, rehabilitating, deed restricting, etc.).

Here’s how you can help:
  
Ask your clients, friends, and family to TAKE ACTION and continue posting on social media!

We are stronger together, and your voice will help us defeat SB 1105 and SB 679.

For questions, please contact realtorparty@car.org. 

New Paragon upgrades arriving on August 3rd!

Paragon has a new set of updates to hotsheets, open houses, and more that go live on Wednesday, August 3rd. These improvements include:

Read Paragon's Knowledgebase article for a full list of updates.

Here were three of the most impactful changes that were updated in June:

1) Hotsheets

We have completely remodeled the hotsheet search in Paragon Connect. You’ll be able to save and edit your hotsheets, set up alerts, view extended days back, and access even more features to get the most out of your search.

 

2) Open Houses

The new enhancement will empower you to do more with your open houses in Paragon Connect, including creating and editing open houses and adding them to your device's calendar.

 

3) Listing Maintenance

This release will roll out the first features of the listing maintenance module we're building in Paragon Connect. You'll be able to access published and unpublished, or partial, listings that you have permission to maintain. Additional features like Auto-tax fill and Cloning will arrive in future releases.

Older updates from June 8th.

Validate Address Location

The listing edit module in Paragon Connect now contains a feature called Validate Address Location. (This works like the Change Geocode feature in the desktop version of Paragon.)

From the Edit button on one of your listings, click on the overflow menu (three vertical dots) in the upper right corner and select Validate Address Location. The map will appear, including a property pin and the new Accuracy Indicator.

If the Accuracy Indicator is red, the geocode accuracy is less than 100%. The Accuracy Indicator will appear green if the accuracy is at 100% or if you placed the indicator manually. This feature gives you a clear indication of the geocode quality.

From the Accuracy Indicator, click the tool tip icon to see more information about the rating.

 

Geocode Using Address Search

You can now place geocode pins in Paragon Connect through a manual address search. Enter the address in the search bar, tap on the search icon, and compare this pin’s location with your pin’s location. (This map search functions the same as Center Map and Zoom on this Address in the desktop version of Paragon.)

If the default Road view doesn’t give you enough information, switch to any one of seven views using the new Map Types feature.

 

Geocode By Moving a Map Pin

You can move a map pin manually by selecting it and dragging it to the new location. After you move the pin, the Accuracy Indicator will change to green and read “Manually Placed.” If you’re happy with the location, click “Apply.”

You will see a prompt saying, “Changes applied. Save to retain.” Click or tap the Save button.

Note: Overflow options are only available on saved searches that have Collaboration Center notifications turned on.

 

Enable/Disable Saved Search Displays

You can now use Paragon Connect to enable or disable saved searches in your Collaboration Center site. In the example below, a user disables a saved search. Disabling the search removes its activity chart and moves it to the bottom of the list.

You can re-enable a saved search at any time by going to the overflow menu and selecting Enable Collaboration Center.

 

Email Options Menu

The Email Options menu allows you to edit who receives any specific email notification update from the Collaboration Center. You can also add a custom message to display each time Paragon sends a notification email.

New capabilities include:

• Add or modify primary recipients
• Add or modify CC recipients
• Add or modify BCC recipients
• Modify email subject lines
• Add or modify a custom message

A full list of changes is available on the CRMLS Knowledge Base page. Click here to see the updates.

DRE Commissioner Douglas McCauley releaseS the Summer DRE Bulletin.

• Comments on the housing shortage and adaptive reuse or converting a building from one use to another.
• Senate Bill 263 (SB 263), amended the continuing education requirements for real estate licensees becomes effective January 1, 2023.
• DRE Survey, Realtors, please comment.  The Commissioner is looking for feedback.
• Continuing Education (CE) audits
• Trust Fund Signatories. Can a property owner sign on a real estate broker’s trust account? Can a real estate broker sign on the property owner’s general account?
• California’s Call to Action: Build 2.5 Million Homes in the Next Eight Years
• California Mortgage Relief Program
• Mortgage Loan Servicers and the Foreclosure Process
• Advertising Guidelines and the Use of Former Surnames and Nicknames

READ The Entire Bulletin Here

 

  

 

 

 

Registered vs Coming Soon

Click here to view the Registered FAQ and Click here to view the Coming Soon FAQ.

For an updated printable PDF of this checklist, go here.
Download the coming soon form to be signed by sellers here.

 

1 Registered listing contracts do not enter the MLS per the seller’s instructions, either temporarily or for the whole term
of the listing. They are not “in” the MLS. Only the listing agent, listing broker, and office manager, and Association/CRMLS staff can view Registered listings.

2 Agents may treat a Coming Soon listing like an Active listing that no one can show for 21 days and that does not go out via listing distribution feeds (Realtor.com, etc.). Click here to learn more about IDX and listing distribution.

3 If agents are using the C.A.R. form RLA dated 6/2020 and option 7.D.1 is complete, agents do not need an additional
exclusion form. Agents do not need to submit exclusion forms to CRMLS. However, they do need to keep the signed and completed form(s) on file with the brokerage and provide them if the CRMLS Compliance Department requests them.

4 Agents may only show Registered listings to clients of the listing brokerage firm. CRMLS defines a “client” as an individual or entity that has signed, within the previous year, a Disclosure Regarding Real Estate Agency Relationship form in Compliance with CA Civil Code section 2079.16 which identifies the Listing Broker.

5 Coming Soon listings in San Diego County will go out to IDX feeds for applicable brokers. Applicable brokers are those
who participate in CRMLS and have Coming Soon listings for properties in San Diego County, regardless of their MLS
system or Association or Board membership. This does not affect any CRMLS listings outside of San Diego County.

6 Agents may only use the Coming Soon status for a maximum of 21 days from the date of entry. On day 22, the MLS system will move the listing into Active status. Please note: Agents may list New Construction Listings under the status of Coming Soon for longer than 21 days (until a notice of occupancy is issued), per Rule 7.18.4 of the CRMLS Rules and Regulations.

7. Information provided by CRMLS and current as of 7-14-2022.  Rules constantly change. Check the CRMLS knowledge base for updated rules and changes.  

President-Elect
Laurie MacDonald

 

Secretary / Treasurer
Sam Calvano

 

Directors

Affiliate Director

Martha Garcia

The incumbent set of Board of Directors and Officers will remain in their posts and continue to serve PSAR until December 31st, 2022.

Board of Directors (2023)

Jason Lopez, 2023 President

Laurie MacDonald, 2023 President-Elect

Sam Calvano, 2023 Secretary-Treasurer

Max Zaker, Immediate Past President

Anthony Andaya, 2022/2023 Director

Camille Bruno, 2022/2023 Director

Merrie Espina, 2023/2024 Director

Valerie Gardner, 2023/2024 Director

Paula Gonzalez, 2022/2023 Director

Dylan Graham, 2022/2023 Director

Rafael Perez, 2023/2024 Director

Amy Ruiz, 2023/2024 Director

Norma Scantlin, 2022/2023 Director

Amber Tannehill, 2023/2024 Director

Martha Garcia, 2023/2024 Affiliate Director

________________________________________________

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.

We remain thankful to those who were nominated to lead PSAR. We are looking forward to great things from both the elected candidates and those who will continue to serve in our committee leadership roster.

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 properties. KGTV-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.