Whether you're moving into an active-adult community, finding a single-story home to age in place, or selling a Conejo Valley home you've owned for decades, the senior real estate decision blends lifestyle, accessibility, and California's property-tax rules.
Communities and home types for 55+
- Single-story homes across Thousand Oaks, Newbury Park, and Westlake Village.
- Low-maintenance townhomes and condos near medical and shopping.
- Active-adult and age-restricted options in the broader area.
The tax picture
Buyers 55+ can carry their low property-tax base to a new home under Prop 19. Sellers of a long-held primary residence can generally exclude up to $250,000 of gain ($500,000 married) under IRC §121, and heirs benefit from a stepped-up basis. These rules often change the math more than the sale price does — plan with a CPA.
Selling the long-held family home
Homes owned for decades are often dated and full of a lifetime of belongings. A patient, organized plan usually nets far more than a quick cash offer. I work at the family's pace and coordinate movers and the timing of the next home.
Frequently Asked Questions
Are there 55+ communities in the Conejo Valley?
Yes — active-adult and age-restricted options, plus single-story homes and low-maintenance townhomes suited to seniors.
Can seniors transfer their property tax base?
Yes — homeowners 55+ can transfer their base-year value to a replacement primary residence under Prop 19, up to three times.
What taxes apply when selling a long-held home?
The IRC §121 exclusion (up to $250K single / $500K married) may apply, and heirs get a stepped-up basis. Confirm with a CPA.
How do I start?
Contact Brian for a senior-focused plan that coordinates the sale, the next home, and Prop 19 timing.
