BILL ANALYSIS                                                                                                                                                                                                    






                           SENATE JUDICIARY COMMITTEE
                        Senator Ellen M. Corbett, Chair
                           2007-2008 Regular Session


          SB 464                                                 S
          Senator Kuehl                                          B
          As Introduced
          Hearing Date: March 27, 2007                           4
          Government Code                                        6
          GWW:jd                                                 4
                                                                 

                                     SUBJECT
           
                      "Ellis" Rights and Rental Property:
            -Five-year ownership requirement for exercise of right-
            -One-year notice of eviction for all tenants on property
             when at least one qualified elderly or disabled tenant  
                          receives one-years' notice-


                                   DESCRIPTION  

          This bill would limit the ability of a rental property  
          owner to exercise its "Ellis Act" rights (which allow a  
          property owner to get out of the rental business and in the  
          process evict all tenants from the rental property,  
          notwithstanding any local rent control laws) to cases where  
          the owner has owned the property for at least five years.  

          This bill would extend from 120 days to one year the time  
          period given to a tenant to vacate a rental property being  
          "Ellised" (i.e., taken out of the rental business) when the  
          property owner's date of withdrawal from the rental market  
          has already been extended to one year by reason of a  
          qualified elderly or disabled tenant exercising his or her  
          right to the extended date of withdrawal.  

                                    BACKGROUND  

          The Ellis Act was adopted in 1985 by SB 505 (Ellis),  
          Chapter 1509, Statutes of 1985, following the California  
          Supreme Court's decision in Nash v. City of Santa Monica   
          (1984) 37 Cal. 3d 97, which upheld the power of a city, in  
                                                                 
          (more)



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          the context of a land use ordinance, to require a  
          residential property owner to obtain a removal permit under  
          specified criteria before the owner could demolish the  
          rental property and remove it from the rental marketplace.   


          SB 505 of 1985 preempted the ability of local governments  
          to adopt any local ordinance that prohibited rental  
          property owners from removing a rental property from the  
          marketplace, and specified certain procedures should a  
          property owner decide to exercise its "Ellis"rights.  

          According to principal sponsor Western Center on Law and  
          Poverty, the exercise of the "Ellis" rights by an  
          increasing number of real property speculators has produced  
          a ruinous impact on affordable rental housing in Los  
          Angeles and other jurisdictions.  SB 464 is intended to  
          reduce its deleterious effects on tenants and the  
          significant loss of affordable housing stock in Los Angeles  
          and other cities by modifying the "Ellis" right of rental  
          property owners to those owners who have owned the property  
          for at least five years.    

                             CHANGES TO EXISTING LAW
           
          1.  Existing law  generally prohibits public entities from  
            adopting any statute, ordinance, or regulation, or taking  
            any administrative action, to compel the owner of  
            residential real property to offer or to continue to  
            offer residential property for rent or lease. (Govt. Code  
            Section 7060 et. seq., enacted by SB 505 (Ellis) of 1985.  
             All references hereinafter are to the Govt. Code, unless  
            otherwise specified.  See Comment 7 for other provisions  
            of the Ellis Act.) 

             This bill  would apply those preemption provisions only to  
            owners of residential real property who have owned the  
            property for at least 5 years, thereby allowing local  
            controls on rental property owned less than five years.

           2.    Existing law  provides that a public entity with rent  
            control laws may require the owner to notify the entity  
            of an intent to withdraw residential property from rent  
            or lease, and may establish the date on which the  
            property is withdrawn from rent or lease at 120 days from  
                                                                       




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            the delivery of that notice to the public entity.   
            However, if a tenant or lessee is at least 62 years of  
            age or is disabled, and has lived in the rental property  
            for at least one year prior to the delivery date of the  
            "notice of intent to withdraw" (hereinafter "intent  
            notice"),  existing law  extends the date of withdrawal and  
            the tenancy of that qualified tenant to one year (instead  
            of 120 days) after the delivery date of the intent  
            notice.   Existing law  specifies that this extended date  
            of withdrawal occurs only if the qualified tenant or  
            lessee gives written notice of the extension right to the  
            owner within 60 days of the owner's delivery of the  
            intent notice to the public entity. 

             This bill  would instead provide that a public entity with  
            a rent control system may require the withdrawal date for  
            all tenancies on the rental property to be one year from  
            the delivery date of the intent notice when a qualified  
            elderly or disabled tenant or lessee has given the  
            requisite 60-day notice to the owner to extend the  
            tenancy and the withdrawal date to one year.   The bill   
            would require an owner in these circumstances to notify  
            all tenants of the extended date of withdrawal.  
                                     COMMENT
           
          1.  Stated need for bill

            According to the Western Center on Law and Poverty: "In  
            Los Angeles, more than 12,000 rental units have been  
            'Ellised' in the last 5 years. The loss of this vast  
            number of units, almost all of which were under the  
            city's rent stabilization ordinance, has been devastating  
            to the tenants evicted and to the city's  
            rapidly-declining affordable housing stock. Ellis  
            activity has also been increasing in other cities such as  
            San Francisco, Santa Monica, and San Diego, where  
            approximately 4,000 additional units have been lost. 

            The problem is not long-term landlords, but new buyers of  
            older (and therefore less expensive) buildings, who have  
            no intention of continuing to rent the units. These  
            buyers instead typically 'Ellis' the building and evict  
            all the tenants, demolish the building, and then  
            construct expensive condominiums. In the last 2 years,  
            fully 46% of the 'Ellised' buildings in Los Angeles were  
                                                                       




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            'Ellised' less than a year after purchase. Another 19%  
            were 'Ellised' 1 to 2 years after purchase. In contrast,  
            only 21% of the 'Ellised' buildings had been held for  
            more than 5 years."  

            Proponents also contend that elderly and disabled tenants  
            have been particularly victimized, asserting that over  
            60% of the buildings Ellised in San Francisco since 2000  
            have had a senior or disabled tenant evicted.

            Proponents assert that SB 464 is critically necessary to  
            reduce the destructive effects on tenants and the  
            affordable housing stock in those cities that choose to  
            enact rent control protections.  Combined, more than  
            16,000 affordable housing units have been lost statewide  
            in the last five years, and more than 9,000 units alone  
            in the last two years.  While the proposed five-year  
            holding period would not solve the entire problem,  
            proponents believe that it would at least discourage  
            speculators from buying the property and instantly  
            evicting tenants.  Proponents state that a five-year  
            holding requirement would have prevented almost 79% of  
            the buyers who opted to evict their tenants and Ellis  
            their properties in Los Angeles since January 2005.    

          2.  Application of five-year holding requirement to current  
            owners and prospective purchasers
           
            SB 464 would apply to both current owners and prospective  
            purchasers.  This is necessary, according to the sponsor,  
            because of the very high numbers of units that would be  
            lost if the measure were to apply only to prospective  
            purchasers.  In the past five years, Los Angeles lost  
            12,000 units alone.  The sponsor asserts that Los Angeles  
            and other jurisdictions can ill afford to lose additional  
            affordable housing stock, when affordable housing is  
            already at crisis levels. 

            The sponsor asserts that imposition of a five-year  
            waiting period on a residential property owner's right to  
            go out of the rental business is a legitimate exercise of  
            the State's police powers.  They write: "California  
            courts have held that the Legislature has broad powers to  
            limit individual rights in the interest of public peace,  
            health, safety, morals or welfare? The courts have  
                                                                       




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            already held that there is a legitimate government  
            interest in limiting the circumstances under which  
            tenants may be evicted and in preventing the loss of  
            rental housing, the proposed amendment's twin concerns."   
                 
            
            Nor does the five-year holding requirement constitute a  
            taking under the Constitution.  Noting that the Supreme  
            Court in Nash has already ruled that a law prohibiting  
            removal of property from the rental market does not  
            amount to a constitutional taking, proponents assert that  
            SB 464's imposition is a far less restriction of  
            ownership rights than the permanent bar allowed in Nash.   
            Moreover, as the Legislature chose to limit Nash in its  
            enactment of SB 505, the Legislature may choose to modify  
            its own law as proposed by SB 464.   

          3.  Extending tenancy of all tenants where date of withdrawal  
            is extended to one year due to qualified elderly or  
            disabled tenant's exercise of extension right
           
            Under current law, the date of withdrawal must be set at  
            120 days after delivery of the notice of intention to  
            withdraw ("intent notice") to the public entity.  In that  
            intent notice, the property owner must certify that  
            actions have been initiated as required by law to  
            terminate any existing tenancies.  However, if a tenant  
            or lessee is at least 62 years of age or is disabled, and  
            has lived in the rental property for at least one year  
            prior to the delivery date of the intent notice, the date  
            of withdrawal and the tenancy of that qualified tenant is  
            extended to one year after the delivery date of the  
            intent notice, provided that the qualified tenant gave  
            written notice to the property owner of the tenant's  
            entitlement to the extension within 60 days of the owner  
            filing of his intent notice.  Thus, the qualified elderly  
            or disabled tenant is given additional time to find  
            replacement housing and make other adjustments before  
            being evicted from the Ellised property.  

            One of the possible oddities of current law is that even  
            if the rental property's date of withdrawal is one year  
            after delivery of the intent notice because of a  
            qualified tenant's written notice of entitlement, other  
            tenants in different units of the same rental building  
                                                                       




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            will still be subject to much earlier evictions because,  
            as to them, the withdrawal date will still be set at 120  
            days after delivery of the intent notice.  Yet, because  
            of the extended tenancy of the qualified tenant, the  
            entire rental property won't actually be withdrawn for  
            one year.

            Proponents assert that the current law causes unnecessary  
            hardships for both elderly or disabled tenants who are  
            forced to live in near-vacant buildings, and to the other  
            tenants who are evicted prematurely since the building  
            will remain in rental operation for another eight months  
            after their eviction.   

            While the property owner has the option under current law  
            to extend all tenancies when that date of withdrawal is  
            later set at one year after delivery of the intent  
            notice, many do not, thus subjecting the remaining single  
            or few elderly or disabled tenants to live in an  
            otherwise empty building for eight months.  Proponents  
            assert that there have been reports of harassment and  
            safety concerns.  

            Under SB 464, local jurisdictions would be able to  
            provide all tenants in the building with one year to move  
            (instead of 120 days) if any of the tenants are a  
            qualified senior or disabled tenant who gave the  
            requisite written notice.  Proponents assert that this  
            change would provide stability and safety to the senior  
            and disabled tenants, while also giving some relief and  
            additional time to the other tenants to find replacement  
            housing.                      

          4.  Opposition  

            Opponents, generally categorized as the landlords' lobby,  
            raise several arguments against SB 464.

            The Apartment Association of Orange County ("AAOC")  
            asserts that SB 464 invites new governmental intrusion  
            and effectively emasculates any protection afforded to  
            owners who may have owned their properties for less than  
            five years.  AAOC further asserts that every change of  
            property ownership (e.g., change in marital status,  
            inheritance) starts the clock running again, and that SB  
                                                                       




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            464 is a huge restraint on alienation of property.  

            AAOC also argues that it is unreasonable to extend the  
            longer one-year notice periods to all tenants simply  
            because one of the residents is a qualified elderly or  
            disabled tenant.  Opponents assert that this provision  
            would further penalize a property owner who is already  
            subsidizing that and all other tenants through the  
            operation of the local rent control ordinance.

            The California Association of Realtors ("CAR") contends  
            that SB 464 will discourage investment in rental housing  
            and significantly depress sales prices.  CAR also  
            contends that substantially limiting a property owner's  
            right to go out of business will decrease maintenance and  
            appearance, property values, selling prices, and the  
            ability to obtain a loan.  

            CAR further states that SB 464 will force long-time  
            owners to proactively evict tenants prior to putting  
            their property on the market in order to gain the best  
            market price, and cause single family home owners to  
            think twice in deciding to offer their property for rent.  
                
                 
            The Apartment Association of Greater Los Angeles  
            ("AAGLA") and the Apartment Association of California  
            Southern Cities add:  

                 "The Ellis Act has been an important and helpful  
               tool to clean up and add housing units to blighted  
               downtown areas in Los Angeles and Santa Monica and  
               create home ownership opportunities in San Francisco."

                 "SB 464 would severely punish many of the same age  
               group [the elderly] the bill is purportedly designed  
               to help by artificially reducing the value of their  
               property by limiting options of purchasers of the  
               property. It would also create significant uncertainty  
               for owners and their tenants as many owners would,  
               naturally, consider keeping units vacant, until the  
               five-year period expires, potentially exacerbating  
               blight." 

                 "Proponents have produced no data to show that  
                                                                       




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               seniors and disabled persons are somehow  
               disproportionately affected by the operation of the  
               Ellis Act.  They already get a one-year notice, often  
               locally ordered relocation fees and a right of first  
               refusal.   This measure would extend that one-year  
               period to all tenants in the building if only one  
               senior resides there."

            Proponents respond that 12,000 lost affordable housing  
            units in Los Angeles, many of them occupied by seniors,  
            is ample proof that seniors and the disabled are harmed  
            by operation of the Ellis Act.  And in San Francisco, 60%  
            of the buildings Ellised in San Francisco since 2000 have  
            had a senior or disabled person evicted.

            Proponents also dispute the contention that Ellis creates  
            affordable home ownership opportunities.  Invariably, the  
            new housing developed on the Ellised property, if housing  
            is indeed built, is often high-end condominiums, far  
            beyond the reach of the displaced tenants and many  
            prospective purchasers.   

            Finally, proponents assert that the experience under the  
            Ellis Act has shown that it has not created a working  
            balance between the public interest of maintaining a  
            sufficient stock of affordable housing and the private  
            interests of property ownership.  When Nash upheld the  
            power of a local jurisdiction to bar a property owner  
            from removing his property from the rental market without  
            government approval, the Legislature stepped in to  
            provide property owners with the current Ellis rights.   
            Now that experience has shown the devastating impact on  
            affordable housing by property speculators buying and  
            demolishing rental housing stock under the Ellis Act,  
            proponents assert that the Legislature is appropriately  
            acting to modify its own enactment to restore a measure  
            of much needed stability in the rental housing market.  

          5.  Sponsor's proposed clarifying amendments  

            Subject to the author's approval, the sponsor is  
            proposing two clarifying amendments to correct drafting  
            oversights:

            a)  On page 2, line 7, after "for" insert: at least
                                                                       




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            This amendment would clarify that the bill would apply to  
            rental property owners who have owned the rental property  
            for at least five years, rather than applying the bill  
            only to those owners who owned the property for five  
            years.

            b) On page 4, line 36, strike out "for" and insert: to

            This amendment would clarify that the date of withdrawal  
            is extended to one year instead of for one year, the  
            latter suggesting a longer term.  

          6.  Possible clarification may be needed with respect to  
            application to current owners  

            As applied to current owners, the bill may need some  
            clarification as to how it would apply to a current owner  
            who may have started, but not completed, the exercise of  
            Ellis rights.  For instance, if the bill became operative  
            on January 1, 2008, it is unclear whether it would apply  
            to a property owner who delivered the intent notice on  
            October 1, 2007, but the property cannot actually be  
            withdrawn until February 1, 2008 or October 1, 2008,  
            depending on whether there is a qualified elderly or  
            disabled tenant residing on the property that is entitled  
            to the longer tenancy.         

          7.  Other provisions of Ellis Act
           
            Under Section 7060.2, a public entity having a system of  
            rent controls may require the following when a rental  
            property subject to rent controls has been Ellised:

                 If the property is returned to the rental market  
               within five years following the filing of the notice  
               of intent to withdraw or within five years after the  
               property's withdrawal, the rental unit must be offered  
               at the rent level (plus any permitted annual  
               adjustments) in effect when the withdrawal notice was  
               filed; and further, if that returned rental unit is  
               offered again for rent at any time during the  
               five-year period, the rental rate for any re-rental of  
               the returned unit shall be that rent level (plus any  
               annual adjustments). 
                                                                       




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                 If the property is offered for rent within two  
               years the property was withdrawn from the market: 
               a)  the property owner is liable to any evicted tenant  
                 for actual and exemplary damages; 
               b)  the public entity may also sue the property owner  
                 for exemplary damages for the displacement of  
                 tenants and lessees; and
               c)  the property owner must offer former evicted  
                 tenants the right of first refusal to reoccupy the  
                 property pursuant to a reinstituted rental agreement  
                 where the tenant has advised the owner of this  
                 entitlement within 30 days of the tenant's eviction  
                 from the premises when the property was first  
                 withdrawn.       
                 If the property is returned to the rental market  
               within 10 years from the date of withdrawal, the owner  
               must first offer the returned unit to the tenant  
               displaced by the withdrawal where the tenant has  
               requested the offer within 30 days after the owner had  
               notified the public entity of an intention to offer  
               the property again for rent.  
                 If the property was demolished, and new housing  
               units built on the same property are offered for rent  
               within five years of the date the original rental  
               property was withdrawn from rental, the newly built  
               units would not be exempt from any new construction  
               exemption from rent controls and would be offered for  
               rent at a rate providing a fair and reasonable return  
               on that newly built unit. 
                
            Under Section 7060.3, the local entity may apply the  
            above provisions to successors-in-interest to an owner  
            who has withdrawn rental property by recording a notice  
            of the constraints on the property with the county  
            recorder. 


          Support:  Affordable Housing Advocates of Santa Cruz  
          County; AIDS Legal 
                 Referral Panel; California ACORN; California Rural  
                 Legal Assistance Foundation; East Bay Community Law  
                 Center; Gray Panthers; Housing Rights Committee of  
                 San Francisco; Independent Living Center of Southern  
                 California; JERICHO; Los Angeles Community Action  
                 Network; Older Women's League of California; Public  
                                                                       




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                 Counsel; Religious Witness with Homeless People;  
                 Sacramento Self-Help Housing; San Francisco Council  
                                       of Community Housing Organizations; Senior Action  
                 Network; Senior Action Housing Committee; Society of  
                 St. Vincent de Paul, Council of Los Angeles;  
                 Southern California Indian Center; Tenderloin  
                 Housing Clinic; 74 individuals




          Opposition:Apartment Association of California Southern  
          Cities; Apartment 
                    Association of Greater Los Angeles; Apartment  
                    Association of Orange County; California  
                    Apartment Association; California Association of  
                    Realtors


                                     HISTORY
           
          Source:  Western Center on Law and Poverty (principal  
          sponsor); 
                  California Alliance for Retired Americans  
          (co-sponsor)

          Related Pending Legislation:    None Known

          Prior Legislation:    None Known

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