Vanowen Real Estate Partners v. Global Alarm Protection CA2/7

CourtCalifornia Court of Appeal
DecidedJuly 15, 2026
DocketB324647
StatusUnpublished

This text of Vanowen Real Estate Partners v. Global Alarm Protection CA2/7 (Vanowen Real Estate Partners v. Global Alarm Protection CA2/7) is published on Counsel Stack Legal Research, covering California Court of Appeal primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Vanowen Real Estate Partners v. Global Alarm Protection CA2/7, (Cal. Ct. App. 2026).

Opinion

Filed 7/15/26 Vanowen Real Estate Partners v. Global Alarm Protection CA2/7 NOT TO BE PUBLISHED IN THE OFFICIAL REPORTS California Rules of Court, rule 8.1115(a), prohibits courts and parties from citing or relying on opinions not certified for publication or ordered published, except as specified by rule 8.1115(b). This opinion has not been certified for publication or ordered published for purposes of rule 8.1115.

IN THE COURT OF APPEAL OF THE STATE OF CALIFORNIA

SECOND APPELLATE DISTRICT

DIVISION SEVEN

VANOWEN REAL ESTATE B324647 c/w B328220 PARTNERS, (Los Angeles County Plaintiff and Appellant, Super. Ct. No. BC637442)

v.

GLOBAL ALARM PROTECTION et al.,

Defendants and Respondents.

APPEAL from a judgment of the Superior Court of Los Angeles County, Maurice A. Leiter, Judge. Affirmed in part, reversed in part, and remanded with directions. Joe R. Abramson for Plaintiff and Appellant. Call & Jensen, Melinda Evans; Sultzer & Lipari, Joseph Lipari and Jeremy Francis for Defendant and Respondent Security Systems, Inc. Tillotson Johnson & Patton and Jeffrey M. Tillotson for Defendants and Respondents Global Alarm Protection, Lali Fizli, and Maritza Aguilar. No appearance for Defendant and Respondent Santos Alvaro Menjivar. ________________________

INTRODUCTION

Global Alarm Protection (Global) entered into separate contracts with Vanowen Real Estate Partners (Vanowen) and Security Systems, Inc., dba Safe Home (SSI). Vanowen sued Global and SSI for, among other things, breach of contract. After a bench trial, the court found in favor of Vanowen against Global but found Vanowen had failed to prove its causes of action against SSI. Vanowen appealed from the judgment, contending the trial court erred when it awarded Global certain contractual bonus amounts owed to Global by SSI but which Global assigned to Vanowen. Vanowen also contends it is entitled to recover its costs and attorney fees from SSI as the prevailing party. We affirm the judgment relating to the claims between Vanowen and SSI. In the same judgment, the trial court also resolved claims between Vanowen and Global, from which Global filed a cross- appeal. While this appeal was pending, Vanowen and Global’s principals reached a stipulated settlement while the claims between Global and Vanowen were resolved in bankruptcy court. Fulfilling a condition of the settlement, Vanowen filed a motion for a stipulated reversal. We accept the parties’ stipulation, and

2 remand with directions for the trial court to award additional prejudgment interest and attorney fees as provided by the stipulation between Vanowen and Global’s principals. Accordingly, we affirm in part, reverse in part, and remand to the trial court.

FACTUAL AND PROCEDURAL BACKGROUND

Global is a California corporation that sold and installed alarm systems to residential and commercial customers. Maritza Aguilar and Louis Fizli are the CEO and COO of Global, respectively. SSI is a Connecticut corporation that provides monitoring and other services for alarm systems and does business in the State of California. Vanowen is a real estate investor and lender based in California. Its general partners are George Kalman and Allan E. Wolf, Jr. Between 2014 and 2016, Global entered into contracts with SSI and Vanowen as follows.

A. The Dealer Agreement Global sold security alarm packages which included the sale and installation of the equipment and alarm monitoring services for three to five years. Customers paid a monthly fee for the monitoring services. Rather than provide the monitoring services itself, Global entered into a dealer agreement with a third party, known as a funding source, under which the funding source purchased Global’s customer contracts and the associated stream of revenue (i.e., the monthly fees), while it provided the monthly monitoring services. Before Global’s contract with SSI in 2014, Global had a dealer agreement with Guardian Protective Services.

3 In July 2014, Global and SSI entered into an informal dealer agreement under which Global sold its alarm contracts to SSI. The dealer agreement between them was reduced to a writing on December 18, 2014. The parties agreed that Connecticut law governed the dealer agreement. Relevant to this appeal, paragraph 3 of the dealer agreement provided that SSI would pay Global “the Purchase Price, minus the Holdback Amount” for each customer contract. The holdback amount, set at 8 percent of the purchase price of each contract, insulated SSI from defaults on the contracts. Global guaranteed that each alarm contract it sold would be free from default for one year (the guarantee period). Customers typically defaulted by failing to pay their monthly monitoring fee, having excessive false alarms, or accomplishing “other abuse” of the account. If the customer did not default during the guarantee period, SSI was required to remit the holdback amount to Global within 30 days after expiration of the guarantee period. In cases of default, SSI could return the contract to Global by using money from the holdback fund (comprised of all holdback amounts that had not yet been returned to Global) to essentially receive a refund. The dealer agreement also contained a backend bonus provision under which SSI paid Global bonuses depending on the number of alarm contracts it sold to SSI. Section 3(d) of the dealer agreement allowed Global “the right to fully assign all rights and privileges to any and all Holdback Amount to a third party.” Section 14(b) otherwise limited the assignment of the dealer agreement: “Except as to Sections 3(d) and 14(c) of this

4 Agreement, Dealer may not assign this Agreement.”1 Section 14(e) also provided: “This Agreement may only be amended by the mutual agreement of the parties.” The dealer agreement between SSI and Global was terminated on July 26, 2016.

B. The Assignment Agreement Kalman, one of Vanowen’s general partners, met Fizli, Global’s COO, through Kalman’s uncle. In 2012, Kalman personally loaned $50,000 to Fizli’s company, Global Alarm Solutions (GAS), the predecessor entity to Global. In 2014, Vanowen purchased holdbacks from GAS arising from GAS’s sale of its customer accounts to Guardian Protective Services. In short, Vanowen purchased at a discount the future stream of income arising from the remittance of holdbacks to GAS after the guarantee period expired. Between April and July 2014, Vanowen paid GAS $114,382.74 for $142,978.43 in holdback amounts that would be paid to GAS by Guardian after the guarantee period expired. In July 2014, Fizli told Kalman that he and Aguilar intended to form a new security alarm company, Global, to sell customer accounts to SSI. GAS would cease to exist and Guardian Protective Services would no longer be the funding source. The parties initially agreed to operate under an informal arrangement substantially identical to the one Vanowen had with GAS. Vanowen purchased $667,984.88 in holdbacks SSI

1 Section 14(c) permitted Global to assign the dealer agreement to “(1) any corporation which is formed by Dealer [Global] for the purpose of this Agreement, [or] (2) any family member whether by blood or by family association.”

5 owed to Global for $535,787.52 between August 29, 2014, and April 27, 2016. On May 20, 2016, this arrangement was reduced to a written assignment agreement that was governed by California law. In addition to the purchase of holdback amounts, Vanowen agreed to purchase the backend bonus stream of revenue from Global. Paragraph 4(b) of the assignment agreement stated, “On the terms and conditions set forth herein, and only to the extent as described and set forth herein, Global hereby assigns to [Vanowen] part of its right and interest in and to the Bonus. . . . This Assignment is subject to the following additional terms and conditions: . . .

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Vanowen Real Estate Partners v. Global Alarm Protection CA2/7, Counsel Stack Legal Research, https://law.counselstack.com/opinion/vanowen-real-estate-partners-v-global-alarm-protection-ca27-calctapp-2026.