San Diego · The short answer
What rightsizing looks like in San Diego, CA
San Diego pairs strong climate appeal with California’s Proposition 19 portability, which lets homeowners 55+ transfer their assessed-value base to a replacement home anywhere in California.
Local context
San Diego pairs strong climate appeal with California’s Proposition 19 portability, which lets homeowners 55+ transfer their assessed-value base to a replacement home anywhere in California.
Tax treatment
California Proposition 19 allows base-year portability for qualifying homeowners 55+.
What a Shift-Certified advisor in San Diego does
A Shift-Certified agent serving San Diego knows the long-held-home transaction specifically: pre-list prep for homes owned 20+ years, coordination with estate planners, and working with senior move managers. When you finish your Shift-Score, the introduction is to one advisor, not a list of five.
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