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Jeffrey Woo
Assistance with lifetime leases for condo conversions under the Expedited Conversion program, as well as general landlord/tenant matters. Also, general real estate litigation including TIC, condominium and landlord/tenant disputes. (415 765-6255)
Jack Marquez
Assistance with lifetime leases for condo conversions under the Expedited Conversion program, as well as general landlord/tenant matters. (415-977-0444)
Andrew Zacks
General real estate litigation including TIC, condominium and landlord/tenant disputes. (415-956-8100)
Mark Epstein
General real estate litigation including TIC and condominium owner disputes. (415-979-0500)
Heather Wolnick
General real estate litigation including TIC and condominium owner disputes. (415-626-7744)
Daniel Bornstein
Assistance with lifetime leases for condo conversions under the Expedited Conversion program, as well as general landlord/tenant matters. (415-409-7611)
Andrew Wiegel
General real estate litigation including TIC and condominium owner disputes. (415-552-8230)
Brian McCauley
General real estate litigation including TIC and condominium. (415-974-1515)
Frederick Hertz
Co-Ownership disputes including same-sex couples. (510-834-4114)
Bob Aune
Real estate litigation with emphasis on transactions and homeowners association matters. (415-433-6400)
Saul Ferster
San Francisco landlord/tenant attorney. (415-863-2678)
John O'Reilly
General real estate litigation including TIC and condominium. (415-392-2860)
Individual Fractional Lending For TICs
Bank of Marin
After a three-year absence from the TIC fractional mortgage market, Bank of Marin has announced a new individual TIC loan program effective April 10, 2014. For information contact Steve Kambur at [email protected] or 415-884-4073.
Sterling Bank & Trust, FSB
For fractional TIC loans for Norther California properties, contact: Henry T. Jeanes at (415) 970-9889 x512 or [email protected] For fractional loans for Southern California properties, contact: Chad Fornwall at (248) 563-2272 or [email protected]
National Cooperative Bank
For Individual Fractional TIC loans : Contact: Jeremy Morgan Sr. Loan Officer/VP
866-622-6446 ext. 3425 or [email protected]

For Developer TIC Aquisition financing: Contact: Larry Mathe Sr. Vice-President 703-302-1909 or [email protected]
Bank of San Francisco
Fractional TIC financing including interest-only loans (fit for TIC’s that plan on being converted to Condos). Contact Samuel Clonmell at (415) 489-7137 or [email protected]
All California Mortgage
All California Mortgage is a full service mortgage company specializing in residential and commercial real estate loans, including TIC financing. Contact Ann Bassi at 415-235-7298 or [email protected]; or contact Gannon Tidwell at 415-292-2601 and [email protected]
TIC Lending, Inc.
TIC Lending arranges fractional and group loans, and financing for all stages of TIC Development. The Broker, Mark Skolnick, has helped design and launch one of the first 'smart' group loans, and the first widely available fractional loan product. Contact Mark Skolnick at 415-373-3792 or [email protected]
Integrated Mortgage Capital
Lending services for TIC buyers looking for TIC pre-approval and TIC Fractional loan options, and developers looking for Acquisition and TIC Development financing. Contact David Park at 415-524-7406 or [email protected]
Refinance After Condominium Conversion
Gordon Friedman
Specialist in obtaining individual condominium financing following condominium conversion. Has loan sources for units with lifetime last tenants. 415-793-3106 or [email protected]
Jackie Cuneo
Direct lender and broker, providing individual condo loans at time of conversion, including coordination with units to be sold. Pre-conversion consultations available. 415-948-5390 or [email protected]
David Park
Direct lender that provides condo loan financing for recently converted properties.Pre-approval assessments for TIC owners in process of conversion so that financing can be obtained as soon as conversion is complete. Contact 415-524-7406 or [email protected]
Individual Fractional Lending For Vacation Fractionals
Vacation finance is all we do.
Interested parties may contact Bob Waun @ (248) 722-9286 or [email protected]
Also, please visit our blog:
NextStar Funding
Multi-unit vacation fractional projects only
Dustin Carfield TEL: 970-871-9292 / FAX: 970-871-9923
TIC/Condo Association Management
San Francisco TIC Financial Services
San Francisco TIC Services specializes in bookkeeping services for TIC's. They developed a financial support process from TIC development through unit sale and new co-tenant integration. Additionally they take on existing TIC's that are looking for an independent party to help them with their bookkeeping needs. They'll work with the Title company on unit sales, set you up on QuickBooks Pro, review the DRE Budget or build an Operating Budget for you, calculate HOA dues and Property Tax shares, collect the monthly payments and pay your HOA expenses. Once a month they will report back to the TIC co-tenants with account balances, and reports showing income and expenses and which co-owners are in arrears.

SF TIC Services also specialize in Property Tax reviews and audits where they will review current and past property tax bills and notices in order to determine the appropriate share for each unit. Additionally they have an excellent relationship with the San Francisco Assessor's Office to work out issues such as over assessments and incorrect taxations. You can reach out to them at: (415) 912-0582 or email at: [email protected]
Albers HOA Services
Albers HOA Services' provides bookkeeping services for the small to mid size 'self managed' Condo homeowners association as well as larger homeowners associations that use a Property Manager to manage the physical maintenance aspects of the building. Budgets will be created, HOA dues collected and HOA specific bills such as common utilities, insurance, property management, etc. will be paid on behalf of the HOA. Separating Property Management support from accounting support, and an additional dual signature process puts checks and balances in place as well as monthly reporting to all co-owners in the HOA. Contact them at: (415) 912-0582 or email at: [email protected]
Matrix Association Management
Matrix is a full service management firm with a staff whose combined experience equals 47 years. Matrix offers full service management including maintenance and reserve studies. "Our commitment to exceptional customer service sets Matrix apart from other less 'hands-on' management companies. We pride ourselves in the personal touch that we provide for our clients. We believe that good service, good communication, and knowledge are the keys to competent and successful management." Contact Edward Szaky at 925-951-6240 or [email protected]
Condominium Conversion Building Inspection
Leo McFadden
Former SF building inspector who will perform a pre-conversion inspection to provide opinion as to what items will appear on City building inspection report and suggest ways to prepare property for the condominium conversion inspection. (415-225-5709)
Conversion Management SF
CMSF manages the items that are identified on the Building Inspection report / compliance list. We research all outstanding permit-related items, meet with construction trades on-site and solicit bids for corrective work. CMSF will manage the process from the delivery of the inspection report until the last item on the report is addressed. Contact Matthew Waitkus (415 595-9184)
TIC, Equity Sharing, Vacation Home Group Matching
InvestorsAlly is a peer-to-peer business that offers a new alternative home ownership structure (FARJHO) for both aspiring home owners and prospective joint property investors under a new alternative housing finance system (SwapRent). Property transactions could also be handled through the extensive network of residential brokerage business under InvestorsAlly Realty Services.
Matching like-minded people to share real estate and other valuable assets through tenancy in common and vacation fractional ownership.
Je Reve d'Une Maison
Web-based matching and facilitation for vacation properties in France
Fractional Vacation Home Consulting
Fractional Life
Fractional Life is the number one consumer lifestyle brand dedicated to growing the fractional ownership marketplace. The company has 3 divisions: interactive, fractional conferences and exhibitions (the Fractional Life Expo will be 3 years old next year!) and publishing. has 19 different categories including fractional property, destination and PRC clubs, aviation, boats and yachts, classic and super cars and more. The website is the most comprehensive for users looking for help and purchase advice from over 300 fractional operators.
Harris Fractional Consulting Group
Fractional development and marketing consulting for home owners, realtors/brokers, and developers in Hawaii and the Western U.S. Including feasibility assessment, financial analysis, project and fractional conversion financing, project management, marketing, sales, and management.
Luxury Fractional Guide
General fractional website offering information (including a book), listings, advertising opportunities, and marketing consulting.
Organizations and Publications
Promoting Home Ownership Through Condominium Conversion
A complete and well-considered discussion of two competing proposals for liberalization of San Francisco's condominium conversion restrictions, released in 2004 (649 KBytes, PDF)
San Francisco Housing Databook
A very thorough and informative study of San Francisco's housing stock and how it is used, commissionned by the San Francisco Board of Supervisors in 2000 and released in 2002 (3550 KBytes, PDF)
Our Housing Crisis: A Developer's Perspective
A cogent argument that allowing more density is the only was to increase housing affordability (260 KBytes, PDF)
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