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Service Catalog

Orange County 1031 Exchange Services

We focus on replacement property identification, underwriting, and timeline management for investors across Newport Beach, Irvine, and the broader Southern California market. Our team is not a Qualified Intermediary; we assemble vetted intermediaries, accommodators, and advisors so you can keep capital gains deferred while remaining compliant.

Services Offered

25 solutions

Focus

Identification & Execution

Property Paths

Nationwide Replacement Search

Curated single tenant retail and shopping center inventory vetted for credit, yield, and time-in-market.

Ground Lease Sourcing

Identifying land positions beneath long term tenants for investors seeking bond-like income.

Multi-Property Identification

Three property rule, 200 percent rule, and 95 percent rule structuring for diversified exchanges.

Execution

NNN Deal Underwriting

Lease abstracting, rent roll verification, and scenario modeling tailored to hands-off exchange buyers.

Transaction Management

End-to-end coordination with lenders, inspectors, and accommodators to keep compliant closings on track.

Qualified Intermediary Coordination

Vetted intermediary referrals and documentation support to ensure compliant exchange structure.

Tenant Credit Analysis

Financial review of NNN tenant creditworthiness and lease terms for exchange suitability.

Cap Rate Benchmarking

Market comparables and yield analysis to validate replacement property pricing and returns.

CPA and Attorney Collaboration

Synchronized updates and documentation sharing with tax and legal advisors throughout the exchange.

Property Inspection Coordination

Due diligence scheduling and report review for replacement property condition and title verification.

Escrow Accommodation Support

Qualified escrow and accommodator coordination to hold exchange proceeds during identification period.

Replacement Property Verification

Title review, survey confirmation, and lease validation before identification deadline submission.

Structures

Sale Leaseback Advisory

Sourcing corporate sale leaseback opportunities with structured rent escalations and cap rate clarity.

Zero Cash Flow Navigation

Structuring ZCF and DST pairings when debt replacement or passive positioning is the priority.

Reverse Exchange Structuring

Accommodator coordination for reverse exchanges when replacement property must close before relinquished sale.

Improvement Exchange Planning

Build-to-suit and construction exchange strategies for investors upgrading replacement property value.

Timelines

45 Day Identification Support

Structured identification tracking and documentation to meet IRS deadlines with qualified intermediary coordination.

180 Day Closing Coordination

Timeline management and milestone alerts to ensure replacement property closes within the exchange window.

Exchange Timeline Dashboard

Real-time tracking of identification deadlines, closing dates, and documentation milestones.

Tax

Boot Minimization Strategies

Debt replacement and contract structuring to minimize taxable boot in exchange transactions.

Related Party Exchange Guidance

Compliance review and structuring for exchanges involving related parties per IRS regulations.

Debt Replacement Structuring

Mortgage and loan coordination to maintain tax deferral when replacement property debt differs.

State Transfer Tax Guidance

California and multi-state transfer tax education and documentation for exchange transactions.

Reporting

Form 8824 Preparation Support

Documentation assembly and coordination with CPAs for accurate IRS Form 8824 filing.

Education

Investor Education Sessions

Plain language explanations of 1031 rules, timelines, and property identification requirements.

1031 Exchange Toolkit

Use these calculators and templates to keep every Orange County exchange on schedule before engaging our intake team.

45 / 180 calculators

Relinquished closing date

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

Need help selecting the right service mix?

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

Start secure intake Call (949) 403-1031

Contact the team