1031 Exchange Orange County
Newport Beach, California skyline

Intake Desk

Contact 1031 Exchange Orange County

Share your replacement property requirements, debt targets, and timeline so we can deliver a compliant identification plan. We coordinate with your CPA, attorney, and Qualified Intermediary but do not replace their advisory roles.

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Exchange Toolkit

Use the calculators and templates below to benchmark your timelines before sending the secure intake form.

45 / 180 calculators

Identification rules

  • Three Property Rule

    Identify up to three candidate properties anywhere in the United States, regardless of value, within 45 days.

  • Two Hundred Percent Rule

    Name more than three properties as long as the combined value stays within 200 percent of the relinquished sale price.

  • Ninety Five Percent Rule

    If you exceed those limits, acquire at least 95 percent of the total value identified to keep the exchange compliant.

Identification letter helper

Identification Letter
11/16/2025

Qualified Intermediary,

Please accept this written identification for my pending Section 1031 exchange in Newport Beach, CA.

Replacement properties:
1) ____________________
2) ____________________
3) ____________________

I confirm these properties meet the like-kind and value requirements as of today.

Signature ____________________

Timeline tracker

  • Day 0

    Close relinquished property in Newport Beach, CA.

  • Day 15

    Secure intermediary receipts and wire instructions.

  • Day 30

    Begin physical and financial due diligence on preferred assets.

  • Day 45

    Submit identification letter with up to three properties.

  • Day 90

    Lock financing, finalize PSA adjustments, order closing docs.

  • Day 180

    Complete closing with escrow and intermediary coordination.

1031 Exchange Orange County

Ready to secure your replacement property?

Share your timeline and we will deliver compliant identification support within one business day.