BILL ANALYSIS                                                                                                                                                                                                    






                             SENATE JUDICIARY COMMITTEE
                           Senator Ellen M. Corbett, Chair
                              2009-2010 Regular Session


          SB 1223 (Calderon)
          As amended April 8, 2010 
          Hearing Date: April 13, 2010
          Fiscal: Yes
          Urgency: No
          JR/SK:jd
                    

                                        SUBJECT
                                           
                              Escrow Agents:  Auctions

                                      DESCRIPTION  

          With regard to an auction sale of real property that has been  
          the subject of a foreclosure sale, this bill would require an  
          escrow agent to give back all deposits and fees to a bidder once  
          the escrow agent receives escrow instructions from the  
          auctioneer or auction company directing the return of such  
          funds.  This bill would apply to all escrow agents, including  
          those required to be licensed pursuant to the Escrow Law and  
          those granted exemptions from licensure under the Escrow Law.

                                     BACKGROUND  

          California ranks fourth in foreclosures in the nation, following  
          Nevada, Florida, and Arizona, with one in every 195 housing  
          units receiving a foreclosure filing in February of this year.   
          (Lazo, Alejandro, "Fewer homes enter foreclosure process in  
          February," Los Angeles Times, March 11, 2010.)  According to a  
          recent article in the Los Angeles Times, foreclosures make up  
          approximately 42.3 percent of the housing market in southern  
          California noting that the "foreclosure factor will likely  
          remain strong in the housing market and experts have long feared  
          that a new wave of them is coming."  (Alejandro Lazo, "Southern  
          California home prices rise 10 percent in February," Los Angeles  
          Times, March 17, 2010.)   In addition, according to statistics  
          by RAND California, the number of foreclosed homes statewide  
          totaled 189,788 in 2009.  As foreclosed homes have inundated the  
          real estate market, the method of using auctions to sell this  
          type of property has become more commonplace.
                                                                (more)



          SB 1223 (Calderon)
          Page 2 of ?




          Selling a foreclosed house typically involves the financial  
          institution listing the property through a multiple listing  
          service or using other traditional real estate marketing means.   
          However, after a house fails to be purchased within a few months  
          through these traditional means, financial institutions are  
          increasingly turning to auction companies to help sell a  
          bank-owned property.  Auctions may benefit financial  
          institutions looking to unload a foreclosed home in several  
          ways, including stimulating interest in a given property to a  
          wider audience, potentially increasing the final sale price by  
          an auctioneer stirring multiple bidders to increase their bids  
          during an auction, or, helping to facilitate or encourage the  
          sale of a piece of residential real estate that would either  
          otherwise not sell on the open market or that would probably  
          sell for far less than it could be sold at auction.

          However, at auction, a winning bid on a foreclosed home may not  
          always result in the property actually being sold to that  
          bidder.  For example, a seller may have a reserve price on the  
          property which is an unpublished minimum dollar amount that is  
          essentially the lowest offer the seller is willing to accept.  A  
          seller maintains the right to reject the winning bid if that bid  
          is below the reserve price.  If a seller chooses not to accept  
          the bid, then the bidder should be refunded his or her deposit.

          According to the author, some bidders have reported having  
          difficulty recouping their refundable deposits after an auction  
          when the seller has rejected their bid.  The deposit funds are  
          not held by the auctioneer or auction company but rather are  
          held by an escrow agent.  In order to release the funds back to  
          the bidder, the escrow agent must receive instruction to do so  
          by both the property buyer and seller.  After an auction, if the  
          seller cannot be located or contacted to give such instruction,  
          then the escrow agent cannot give back the deposit to the  
          bidder. 

           This bill is intended to address this issue by allowing  
          auctioneers and auction companies to act as the agent of the  
          seller for purposes of directing an escrow agent to return  
          deposits and fees to a bidder.

          This bill was approved by the Senate Committee on Banking,  
          Finance, and Insurance on April 7, 2010, by a vote of 9 to 0.


                                                                      



          SB 1223 (Calderon)
          Page 3 of ?



                                CHANGES TO EXISTING LAW
           
           Existing law  regulates the activities of auctioneers and auction  
          companies pursuant to the Auctioneer and Auction Companies Law.  
          (Civ. Code Sec. 1812.600 et seq.)

           Existing law  requires every auction company and auctioneer to,  
          among other things: disclose their name, telephone number, and  
          bond number in all advertising; post a specified sign at the  
          main entrance to each auction; post or distribute the terms,  
          conditions, restrictions, and procedures whereby goods will be  
          sold at the auction; disclose the existence and amount of any  
          liens or encumbrances; and return the blank check or deposit of  
          each buyer who purchased no goods at the sale.  Existing law  
          imposes specified fines for violation of the above provisions.  
          (Civ. Code Sec. 1812.607.)

           Existing law  exempts the following from the definition of  
          "auction": (1) wholesale motor vehicle auction; and (2) a sale  
          of real estate or a sale of real estate with personal property  
          or fixtures or both in a unified sale in accordance with Section  
          9604 of the Commercial Code.  (Civ. Code Sec. 1812.601(b).)

           Existing law  regulates the business of escrow under the Escrow  
          Law and defines "escrow" as a transaction in which one person,  
          for the purpose of effecting the sale, transfer, encumbering, or  
          leasing of real or personal property to another person, delivers  
          any written instrument, money, evidence of title to real or  
          personal property to a third person to be held by that third  
          person until the happening of a specified event or the  
          performance of a prescribed condition, when it is then to be  
          delivered by that third person to a specified person. (Fin. Code  
          Sec. 17000 et seq.)

           Existing law  exempts a variety of entities from Escrow Law  
          including depository institutions; a person licensed to practice  
          law in California as specified; title insurance companies  
          regulated by the Department of Insurance; and real estate  
          brokers performing 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 (Fin. Code Sec. 17006.)

           This bill  would require an escrow agent to return all deposits  
          and fees received from a bidder in connection with an auction of  
          real property that has been the subject of a foreclosure sale,  
                                                                      



          SB 1223 (Calderon)
          Page 4 of ?



          upon receipt of escrow instructions from the auctioneer or  
          auction company directing the return of all funds placed on  
          deposit by the bidder with that agent.

           This bill  would provide that for purposes of this bill, an  
          escrow agent may recognize an auctioneer or auction company as  
          the agent of the property seller.

           This bill  would clarify that this 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.  This bill would not apply to foreclosure sales.

           This bill  would clarify that provisions of this bill apply to  
          all escrow agents, including those required to be licensed  
          pursuant to the Escrow Law and those granted exemptions from  
          licensure under the Escrow Law pursuant to Financial Code  
          Section 17006.
          
                                        COMMENT
           
          1.  Stated need for the bill  
          
          The author writes:
            
            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 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  
                                                                      



          SB 1223 (Calderon)
          Page 5 of ?



            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.
          
          2.  Narrower version of SB 109 (Calderon, 2009)  

          This bill is a follow-up to last year's SB 109 (Calderon) which  
          was vetoed by the Governor.  Senate Bill 109 was a more  
          comprehensive bill than this bill and would have done the  
          following:  1) removed the exemption for sales of real property  
          from the Auctioneer and Auction Company Law for sales of real  
          property; 2) established specific rules for auction sales of  
          foreclosed real estate, including requiring notification to an  
          auction audience of all fees that would be levied as a condition  
          of bidding and an explanation of specified terms relating to the  
          auction; and 3) required the return of deposits and fees in a  
          specified time if the high bidder's offer was rejected or if the  
          seller did not respond to the offer.  Governor Schwarzenegger  
          vetoed SB 109, stating: 

            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 impose unnecessary  
            restrictions and fees upon real estate auctioneers, I am  
            unable to sign this bill.
          This bill is narrower in focus than SB 109 and is intended to  
          make certain that refundable deposits at auctions are returned  
          to a bidder of a foreclosed property in a timely manner if his  
          or her bid is ultimately rejected by the seller of the property.
                                                                      



          SB 1223 (Calderon)
          Page 6 of ?



          

           Support  :  None Known

           Opposition  :  None Known

                                        HISTORY
           
           Source  :  Author

           Related Pending Legislation :  None Known

           Prior Legislation  :  SB 109 (Calderon, 2009) (See Comment 2.)

           Prior Vote  :  Senate Committee on Banking, Finance and Insurance  
          (Ayes 9, Noes 0)

                                   **************