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