Reverse Mortgage in Beverly Hills, CA: HECM Guide for Seniors [2026]

Accessing equity in one of California's most exclusive communities

Beverly Hills homeowners 62 and older can access substantial home equity through a reverse mortgage without monthly payments. With Beverly Hills median home values exceeding $5.5 million, qualifying seniors can potentially access significant funds through HECM or proprietary reverse mortgage programs. As a wholesale mortgage broker serving Beverly Hills and Los Angeles County, I help seniors navigate both standard HECM and jumbo reverse mortgage options.

Why Beverly Hills Seniors Are Considering Reverse Mortgages

Beverly Hills presents unique opportunities for reverse mortgage borrowers:

  • Exceptional home values: Median home prices exceed $5.5 million
  • Established residents: Many seniors have lived in their homes for decades
  • Significant equity: Long-term ownership means substantial equity accumulation
  • High cost of living: Reverse mortgages can supplement retirement income
  • Aging in place: Stay in beloved Beverly Hills homes without monthly payments

Beverly Hills Reverse Mortgage Eligibility

To qualify for a reverse mortgage on your Beverly Hills home:

  • Age requirement: At least one borrower must be 62 or older
  • Primary residence: The home must be your primary residence
  • Property types: Single-family homes, condos (FHA-approved), and some multi-unit properties
  • Equity requirement: Sufficient equity (typically 50%+ for optimal proceeds)
  • HUD counseling: Required session with approved counselor
  • Financial assessment: Demonstrate ability to pay property taxes, insurance, and maintenance

How Much Can Beverly Hills Homeowners Get?

Beverly Hills property values often exceed standard HECM limits:

Program TypeMaximum LimitBeverly Hills Fit
FHA HECM$1,149,825Entry-level properties
Proprietary (Jumbo)$4M+Most Beverly Hills homes

Factors Affecting Your Proceeds

  • Age of youngest borrower: Older borrowers qualify for higher percentages
  • Home value: Appraised value up to program limits
  • Current interest rates: Lower rates mean higher proceeds
  • Existing mortgage balance: Must be paid off from proceeds

The Reverse Mortgage Process in Beverly Hills

  1. Free consultation: Discuss your goals and assess eligibility
  2. HUD counseling: Required session with approved counselor (phone/online available)
  3. Application: Submit documentation and complete application
  4. Property appraisal: Professional valuation of your Beverly Hills home
  5. Underwriting: Lender reviews all documentation
  6. Closing: Sign documents and complete the loan
  7. Disbursement: Receive funds per your chosen payout method

Beverly Hills Reverse Mortgage vs Other Options

Reverse Mortgage vs HELOC

FactorReverse MortgageHELOC
Monthly PaymentsNone requiredRequired
Age Requirement62+None
Credit Line GrowthYes (unused portion)No
Best ForRetirement incomeShort-term needs

Reverse Mortgage vs Selling

Many Beverly Hills seniors don't want to leave their homes and community. A reverse mortgage allows you to:

  • Stay in your beloved home
  • Maintain your lifestyle and community connections
  • Access equity without the stress of moving
  • Avoid capital gains taxes on home sale

Serving Beverly Hills and Surrounding Communities

As a wholesale mortgage broker, I serve Beverly Hills and neighboring Los Angeles communities:

  • Beverly Hills (90210, 90211, 90212)
  • Bel Air
  • Holmby Hills
  • Brentwood
  • Pacific Palisades
  • Westwood

Frequently Asked Questions: Reverse Mortgages in Beverly Hills

Can I get a reverse mortgage on my Beverly Hills home?

Yes, if you're 62 or older, live in the home as your primary residence, and have sufficient equity. Beverly Hills homes often exceed the FHA limit of $1,149,825, so you may qualify for a proprietary (jumbo) reverse mortgage for higher amounts.

How much can Beverly Hills seniors get from a reverse mortgage?

With median home values exceeding $5.5 million in Beverly Hills, seniors can potentially access substantial equity. The FHA HECM limit is $1,149,825, but proprietary reverse mortgages can access higher amounts on luxury properties.

Are there Beverly Hills reverse mortgage lenders I can trust?

Working with a wholesale broker provides access to multiple HECM and proprietary reverse mortgage lenders. This allows comparison shopping and finding the best terms for your Beverly Hills property, rather than being limited to one lender's offerings.

What happens to my Beverly Hills home when I pass away?

Your heirs have options: sell the home and keep equity above the loan balance, refinance the reverse mortgage, or pay off the loan and keep the home. HECMs are non-recourse loans, meaning heirs never owe more than the home's value.

How long does a reverse mortgage take in Beverly Hills?

The reverse mortgage process typically takes 30-45 days from application to closing. HUD-required counseling can be completed in 1-2 weeks, followed by appraisal and underwriting. Luxury properties may require more detailed appraisals.

Get Your Free Beverly Hills Reverse Mortgage Assessment

As a wholesale mortgage broker serving Beverly Hills and Los Angeles County, I provide:

  • Access to multiple HECM and proprietary reverse mortgage lenders
  • Competitive wholesale pricing
  • Expertise with high-value properties
  • No-obligation consultations

Mo Abdel | NMLS #1426884 | Lumin Lending, Inc. | NMLS #2716106 | DRE #02291443
Licensed in: CA, WA

Equal Housing Lender. All loans subject to credit approval, underwriting guidelines, and program availability. Terms and conditions apply. This is not a commitment to lend. Information is for educational purposes only and does not constitute financial advice. Contact a licensed loan officer for personalized guidance.

Tap to Call Mo Abdel(949) 822-9662