Real Estate Management for Trusts & Estates

Top-Tier Professionals And The Right Investment Strategies

At City National, we view real estate as an investment, not simply as property to be managed. That's why we give our trust clients the best of both worlds: top professionals for hands on management plus the right strategies to maximize the value of real estate assets.

We're ready to solve your most complex real estate issues
Our trust real estate professionals average 20 years of industry experience and are all designated Certified Property Managers (CPM®). They take pride in their reputation as out-of-the-box thinkers - one that comes from a track record of creatively solving unusual and complex real estate issues in a way that is in the best interest of the client. Importantly, our real estate professionals are especially skilled at negotiation and conflict resolution. Part of their role is to help clients successfully resolve conflicts that may arise from the competing interests of multiple parties.

We help with a single issue or ongoing services
The services we provide you will depend on your goals, the property in question and the terms of the trust or governing document. For example, you may want us to handle only one issue, or provide comprehensive and ongoing services. Regardless, we'll work closely with your existing management firms and other advisors to ensure a unified approach.

We help you get the most out of your real estate
Real estate is a key part of a portfolio - and we treat it that way. Our trust real estate officers are experts at property management, understand investment management and are experienced in handling trusts.

Professional Property Management

Our Goal: Provide impeccable property management while meeting or exceeding your established income and expense goals.

  • Comprehensive Recordkeeping and Accounting
  • Financial Analysis
  • Supervision of Property Management Firms
  • Risk Management
  • Building Inspections
  • Property Maintenance and Repair
  • Occupancy Management
  • Management of Mineral, Oil & Gas Assets

Real Estate Investment Management

Our Goal: Help maximize the potential of your investment while gaining tax advantages.

  • Portfolio Analysis
  • Conduct Market Assessment and Feasibility Studies
  • Strategy Development and Implementation
  • Sales, Leasing, Acquisitions and Tax-deferred 1031 Exchanges (including tenants-in-common "TIC" transactions)
  • Undertake Property Tax Appeals
  • Financing

Our Management Philosophy: Strict Oversight and Open Communication

Fiduciary Responsibility Our role as a corporate trustee means we are held to a high legal and ethical standard. In this role we have a fiduciary responsibility to act in the best interest of each client, according to the terms of the trust or governing document.
Oversight And Protection Our Trust Real Estate Committee meets monthly to review all real estate-related investment decisions, and will provide oversight on all aspects of your holdings. In addition, our Trust Master Insurance Policy provides excellent protection, including flood and earthquake coverage.
Effective Communication We encourage regular, in-person meetings that involve key members of your advisory team. In addition, we provide quarterly statements that include detailed information on your real estate holdings. This combination helps ensure you and your key advisors are kept apprised of all property management issues - no matter how minor. And, of course, our real estate officers are readily available any time to answer all your questions.

Getting Started

To learn more, call us at (800) 773-7100, Monday through Thursday, 6:00 a.m. to 5:30 p.m., and Friday, 6:00 a.m. to 6:00 p.m. (PT). You can also contact us online or visit one of our local City National locations.

Investment and Insurance products:
  • Are Not insured by the FDIC or any other federal government agency
  • Are Not deposits of or guaranteed by a Bank or any Bank Affiliate
  • May Lose Value