Wealth Management > Trust & Estate Services > Real Property Management

Real Property Management

Comprehensive services that maximize value

Although real estate often accounts for a substantial portion of a person’s estate, especially in California, it’s surprising how few corporate trustees know how to deal with it. That’s not true at Montecito Bank & Trust. We have a long-standing familiarity with real estate, along with the expertise necessary to manage it for maximum value.

Our services include:

• Retaining appraisers to evaluate commercial and residential property
• Property management of single commercial units
• Retaining property managers for large rental units
• Facilitating 1031 exchanges
• Selling commercial and residential property
• Improvement of properties to maximize rental income and value
• Analysis of benefits of renting versus selling properties

We are prepared to develop or re-develop property, engage in joint ventures, and undertake other measures aimed at realizing value for our clients. Of course, if our client’s objectives require short-term liquidity, we’re also prepared to market and sell property and re-deploy the capital. Whatever course is indicated, our many years of experience with real estate are a valuable resource for our clients.