Real Estate Management for Trust and Estates

Real Estate Management

At City National, we distinguish ourselves by collaborating with you and your advisors to develop your properties' values. While revealing the true performance of your real estate assets on the strength of our professional team's property management experience, we provide thorough knowledge of investment management and trust administration.

This dynamic combination positions us as your primary resource for managing an array of property types, including:

  • Retail and Commercial Properties
  • Office Buildings
  • Industrial Facilities
  • Multi-family Properties
  • Mineral, Oil & Gas Assets

Our scope of work depends on the property, the client's goals and the terms of the trust or governing document, ranging from managing a singular issue to providing comprehensive services. In all scenarios, we work in concert with the client's existing management firms, attorneys, tax advisors and consultants to ensure unified management.

Real Estate Investment Management

We leverage feasibility studies and market analysis to focus on the after-tax returns of clients' properties within a holistic approach that delivers creative strategies to assist clients in various ways:

  • Portfolio analysis
  • Financial performance of real assets
  • Property valuation
  • Tax issues overview
  • Recommendations for risk management and diversification
  • Conduct market assessment and feasibility studies
  • Strategy development and implementation
  • Liquidate or collateralize a portion of the real assets
  • Property renovation or remodeling
  • Obtain necessary permits
  • Oversee construction
  • Property re-characterization
  • Land use change, zoning changes, entitlements or condemnation

Sales, Leasing, Acquisitions and Tax-Deferred 1031 Exchanges (Including Tenants-in-Common "TIC" Transactions)

  • Develop overall marketing strategy for sale
  • Conduct replacement property searches
  • Assist with the structure regarding the sale, purchase, leasing or 1031 exchange
  • Coordinate buy/sell negotiations
  • Manage the closing process


  • Help secure new loans
  • Evaluate debt restructuring opportunities

Experienced Team of Professionals

We specialize in managing real estate held in trust accounts, probate estates and conservatorships, meaning our fiduciary duty is to act in your best interests according to the terms of the trust or governing document. Our accomplished professionals bring impressive bona fides to the table for your benefit:

  • More than 15 years of industry experience, on average
  • Hold designations as Certified Property Managers
  • Keep abreast of industry changes through training and attendance at industry conferences
  • Always effective in personal communications

Professional Property Management

Our client service extends to comprehensive property management for trust clients with a focus on meeting established income and expense goals:

  • Detailed Record-Keeping and Accounting
  • Financial Review
  • Supervision of Property Management Firms
  • Building Inspections
  • Property Maintenance and Repair
  • Occupancy Management
  • Management of Minerals, Oil & Gas

  1. City National Bank its affiliates and subsidiaries, as a matter of policy, does not give tax, accounting, regulatory or legal advice. Rules in the areas of law, tax, and accounting are subject to change and open to varying interpretations. You should consult with your other advisors on the tax, accounting and legal implications of actions you may take based on any strategies presented taking into account your own particular circumstances.