San Jose Real Estate Lawyers
Real estate transactions need disciplined legal analysis and strategic execution. The laws governing the acquisition, development, leasing, financing, and disposition of property are complex and increasingly interconnected with corporate structuring, regulatory compliance, and digital disclosure obligations.
Strategy Law, LLP advises property owners, developers, investors, and business entities on sophisticated real estate matters. Since 2014, our lawyers have provided counsel on commercial transactions, financing structures, and entity-based acquisitions.
Located in San Jose’s Almaden Financial Plaza near the SAP Center, we serve clients across Silicon Valley, the Greater Bay Area, and throughout California.
Call (408) 478-4100 or contact us online today. We offer virtual consultations and bilingual support in both English and Spanish.
Entity Structuring and Liability Considerations
Holding title through a properly structured entity, such as a limited liability company or partnership, can significantly affect your liability exposure and operational flexibility. We work with you to draft or revise governing documents that align the ownership structure with liability planning, financing requirements, and your long-term investment strategy.
Real estate investments often intersect with broader business operations, and our integrated business law experience informs how property-holding entities are structured and maintained.
The Value of Experienced Real Estate Counsel
The approach at Strategy Law, LLP reflects a practical understanding of how real estate decisions influence broader business strategy, risk allocation, and long-term growth. The letter of the law is the starting point. Addressing how it applies to your specific reality is where we deliver value. Let our lawyers build your strategy.
Call our San Jose office today at (408) 478-4100 to schedule an appointment.
Real Estate Law FAQs
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Can you assist with entity structuring for real estate ownership?
Yes. We help clients choose and form appropriate ownership structures, including:
- Special purpose bankruptcy remote entities
- Single member and Multiple member LLCs
- TIC arrangements
- Joint ventures
Proper structuring helps manage liability, estate planning, financing, and 1031 exchange eligibility.
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What are common due diligence items in a real estate transaction?
Key items typically include:
- Reviewing preliminary title reports and CC&Rs and other title encumbrances
- Evaluating zoning and land use compliance
- Obtaining environmental and physical inspections
- Reviewing leases, lease files, service contracts, or HOA documents (if applicable)
- Verifying rent rolls and income/expense statements (for income properties)
We help you interpret findings and address legal risks before you commit to closing.
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What is Form BOE-100-B (Change in Ownership Statement)?
Form BOE-100-B is a California Change in Ownership Statement required for transfers of interests in legal entities (such as LLCs or corporations) that own real estate. It is submitted to the California State Board of Equalization when:
- There is a change in control (more than 50% ownership change); or
- There is a cumulative transfer of interests totaling more than 50%; as applicable.
Failing to timely file this form can result in penalties and property tax reassessment. We advise clients on whether a transaction triggers reporting and assist with preparing the form when needed.
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What is a Preliminary Change of Ownership Report (PCOR)?
A PCOR is a form filed with the county assessor at the time of recording a deed. It:
- Provides information about the transfer
- Helps determine if the transfer triggers property tax reassessment
- Must be submitted to avoid penalties and ensure proper recording
We assist with completing and filing the PCOR when we handle deed recordings.
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What is a deed and why is it important?
A deed is the legal document that transfers ownership of real estate. Common types include:
- Grant deed (most common in California): transfers title with implied warranties
- Quitclaim deed: transfers any interest without warranties
- Trust transfer deed: used for transfers into or out of a trust
The type of deed used can vary by state. We prepare and review deeds to ensure they are legally valid, accurate, and correctly recorded.
If you have any problems making a payment, please contact us at (408) 478-4100 during business hours or email billing@strategylaw.com