Screen replacement candidates, backup paths, and advisor questions before the identification window closes.
Replacement Property Identification
Turn the 45 day identification period into ranked choices with written backup logic.
45 Day Identification Strategy
Coordinate lender, title, QI, and closing tasks around the 180 day deadline.
180 Day Closing Coordination
Compare primary and backup property options under the three property rule.
Three Property Rule Strategy
Track aggregate value, backup choices, and identification records under the 200 percent rule.
200 Percent Rule Strategy
Use the 95 percent rule only when acquisition certainty and documentation are visible.
95 Percent Rule Strategy
Keep the qualified intermediary handoff, escrow timing, and advisor review points organized.
Forward Exchange Coordination
Document replacement property facts so the exchange file survives closing and tax season questions.
Reverse Exchange Coordination
Screen replacement candidates, backup paths, and advisor questions before the identification window closes.
Improvement Exchange Planning
Turn the 45 day identification period into ranked choices with written backup logic.
Qualified Intermediary Coordination
Coordinate lender, title, QI, and closing tasks around the 180 day deadline.
DST Placement Coordination
Compare primary and backup property options under the three property rule.
NNN and STNL Property Sourcing
Track aggregate value, backup choices, and identification records under the 200 percent rule.
Multifamily Replacement Sourcing
Use the 95 percent rule only when acquisition certainty and documentation are visible.
Industrial Property Identification
Keep the qualified intermediary handoff, escrow timing, and advisor review points organized.
Retail Replacement Sourcing
Document replacement property facts so the exchange file survives closing and tax season questions.
Medical Office Replacement Sourcing
Screen replacement candidates, backup paths, and advisor questions before the identification window closes.
Self Storage Replacement Sourcing
Turn the 45 day identification period into ranked choices with written backup logic.
Rent Roll Analysis
Coordinate lender, title, QI, and closing tasks around the 180 day deadline.
T12 Financial Review
Compare primary and backup property options under the three property rule.
Market Comparable Analysis
Track aggregate value, backup choices, and identification records under the 200 percent rule.
Lender Preflight Coordination
Use the 95 percent rule only when acquisition certainty and documentation are visible.
Boot Calculation Support
Keep the qualified intermediary handoff, escrow timing, and advisor review points organized.
Form 8824 Preparation Support
Document replacement property facts so the exchange file survives closing and tax season questions.
Tax Advisor and CPA Coordination
Screen replacement candidates, backup paths, and advisor questions before the identification window closes.
Exchange Documentation Assembly