BILL ANALYSIS                                                                                                                                                                                                    






                        SENATE COMMITTEE ON BANKING, FINANCE,
                                    AND INSURANCE
                           Senator Ronald Calderon, Chair


          SB 1223 (Calderon)            Hearing Date:  April 7, 2010  

          As Amended:March 22, 2010
          Fiscal:             Yes
          Urgency:       No
          

           SUMMARY    Would require an escrow agent to return all deposits  
          and fees received from a bidder in connection with an auction  
          sale of real property that has been the subject of a foreclosure  
          sale, upon receipt of escrow instructions directing the return  
          of deposits placed on deposit with that agent by the bidder.
           
          DIGEST
            
          Existing law
            
           1.  Provides for the Auctioneer and Auction Companies Law (Civil  
              Code Section 1812.600 et seq.), but provides an express  
              exemption from that law for sales of real estate;

           2.  Regulates the business of escrow under the Escrow Law  
              (Financial Code Sections 17000 et seq.), but provides an  
              exemption from that law for a variety of different entities  
              (Financial Code Section 17006).  Among the entities exempt from  
              regulation under the Escrow Law are depository institutions; any  
              person licensed to practice law in California, as specified;  
              title insurance companies regulated by the Department of  
              Insurance, and real estate brokers performing acts in the course  
              of, or incidental to a real estate transaction in which the  
              broker is an agent or a party to the transaction and is  
              performing an act for which a real estate license is required.  

          This bill

            1.  Would require an escrow agent to return, or cause to be  
              returned, all deposits and fees received from a bidder in  
              connection with an auction sale of real property that has  
              been the subject of a foreclosure sale, upon receipt of  
              escrow instructions from the auctioneer or auction company  
              directing the return of all funds placed on deposit by the  




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              bidder with that agent;

           2.  Would provide that an escrow agent may recognize an  
              auctioneer or auction company as the agent of the property  
              seller for this purpose;

           3.  Would clarify that the bill does not apply to sales of real  
              property pursuant to a judicial or nonjudicial foreclosure  
              (i.e., the bill would apply to auction sales of real  
              property that have previously been foreclosed upon and are  
              now the subject of a subsequent, post-foreclosure auction  
              sale; the bill would not apply to foreclosure sales).  
           COMMENTS

          1.  Purpose of the bill   To ensure that bidders at auctions of  
              foreclosed properties receive a return of their refundable  
              deposits in a timely manner, if their bid is ultimately  
              rejected by the seller of the property on which the bid was  
              placed.

           2.  Background   Auction sales of foreclosed properties have  
              become increasingly common in California, as foreclosed  
              homes have flooded the real estate market.  When a financial  
              institution forecloses on a home, it commonly tries to  
              market that property through the multiple listing service or  
              other traditional means.  However, if a financial  
              institution is unable to sell a bank-owned property within a  
              few months, using traditional methods of marketing, it has  
              become increasingly common for that institution to seek the  
              assistance of an auction company.  Auctions can help a  
              financial institution stimulate interest in the property;  
              draw multiple potential bidders, who are encouraged by the  
              auctioneer to bid up their offers during the auction; and  
              can help facilitate the sale of properties that would not  
              otherwise sell on the open market, or which would sell for  
              far less than they could fetch at auction.  

          Auction sales of foreclosed properties are commonly conducted as  
              "reserve" auctions, in which the seller of the property  
              (typically a financial institution or a government-sponsored  
              enterprise) establishes an unpublished reserve price, above  
              which it is willing to sell the property, but below which it  
              may be unwilling to agree to a sale.  When an auction is  
              conducted and the high bid is below the unpublished reserve  
              price, the auctioneer typically announces that the sale is  
              made, subject to seller confirmation, approval, or  




                                             SB 1223 (Calderon), Page 3




              acceptance.  The high bidder is instructed to open escrow on  
              the property, and is asked to place a deposit on hold with  
              the escrow agent, pending a decision by the property owner  
              regarding whether to accept the bid.  

          If a seller does not accept a bidder's bid (likely because it is  
              too far below the reserve price to warrant acceptance), the  
              bidder is entitled to receive a refund of his or her  
              deposit.  However, some bidders have reported having trouble  
              obtaining refunds of their refundable deposits following  
              auctions.  The problem they encounter is circular:  The  
              auction company doesn't hold the money so has no ability to  
              return the deposit.  The escrow agent holds the money, but  
              requires instructions from both parties to the real estate  
              contract (the property buyer and the property seller) before  
              it will release the funds.  If the property seller has  
              rejected the bid that formed the basis for a bidder's  
              deposit, it often has no further interest in the  
              transaction, and can be difficult to reach for purposes of  
              obtaining escrow instructions.  Yet, without escrow  
              instructions from the property seller, the escrow agent is  
              unable to release the deposit to the bidder.

          This bill solves the Catch-22, by allowing auctioneers and  
              auction companies to act as the agent of the property  
              seller, for the purpose of directing an escrow agent to  
              return deposits and fees received from a bidder in  
              connection with an auction sale of foreclosed real property.  
               

           3.  Veto of SB 109 (Calderon)   SB 1223 contains a provision  
              similar to one contained in a much more comprehensive bill  
              from 2009.  SB 109 (Calderon) would have removed the  
              exemption for sales of real property from the Auctioneer and  
              Auction Company Law for sales of real property, established  
              specific rules for auction sales of foreclosed real estate,  
              and would have included a provision similar to the one  
              contained in SB 1223.  Governor Schwarzenegger vetoed SB  
              109, saying "While the goals of SB 109 are laudable, this  
              bill adds additional unnecessary regulatory burdens on  
              business.  Existing law provides consumers with civil  
              remedies should a seller fail to release a deposit in a  
              timely fashion.  In addition, auctions of real property by  
              third parties often involve a real estate broker whose  
              improper conduct would already be subject to discipline by  
              the Department of Real Estate.  Since this measure would  




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              impose unnecessary restrictions and fees upon real estate  
              auctioneers, I am unable to sign this bill."

          Senator Calderon has introduced SB 1223 as a much narrower  
              measure, intended to address only the return of bidder's  
              deposits.  By making a simple change to existing law, SB  
              1223 will eliminate the need for bidders to pursue a civil  
              remedy, in order to return a refundable deposit.  There  
              should be no need to incur the time and cost of a judicial  
              proceeding, if a solution to the problem can be obtained  
              simply and inexpensively through a statutory change.  

           4.  Support   None received.

           5.  Opposition    None received.

           6.  Prior and Related Legislation   

                  a.        SB 109 (Calderon), 2009-2010 Legislative  
                    Session:  Would have removed the exemption for sales  
                    of real estate from the Auctioneer and Auction Company  
                    Law and required escrow agents who received deposits  
                    from bidders in connection with an auction sale of  
                    real property to return those deposits to the bidders,  
                    upon receipt of escrow instructions from the  
                    auctioneer or auction company directing the return.   
                    Vetoed by the Governor.

           POSITIONS
          
          Support
           
          None received
           
          Oppose
               
          None received

          Consultant:  Eileen Newhall  (916) 651-4102