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Qualified escrow and accommodator coordination to hold exchange proceeds during identification period.
Escrow accommodation support provides qualified escrow and accommodator coordination to hold exchange proceeds during identification period for Orange County investors. This service coordinates qualified escrow setup, accommodator arrangements, and exchange proceeds holding to ensure compliant exchange structure. We coordinate with qualified intermediaries and escrow companies to ensure proceeds are held securely and exchange structure is maintained. Orange County investors benefit from escrow accommodation support ensuring exchange proceeds are properly held during identification and closing periods.
Escrow accommodation support coordinates qualified escrow and accommodator arrangements to hold exchange proceeds during identification and closing periods. Orange County investors receive escrow coordination ensuring compliant exchange structure.
Exchange proceeds must be held by qualified escrow or accommodator to maintain exchange eligibility. Orange County investors receive escrow coordination ensuring proceeds are properly held and exchange structure is maintained.
We coordinate with qualified escrow companies to set up exchange proceeds holding accounts. Orange County investors receive escrow setup coordination ensuring compliant exchange structure.
Accommodators hold exchange proceeds or property in reverse or improvement exchanges. Orange County investors receive accommodator coordination when reverse or improvement exchange structures are needed.
We coordinate escrow arrangements with qualified intermediaries ensuring synchronized exchange structure. Orange County investors benefit from coordinated escrow and intermediary arrangements.
Escrow accommodation requires exchange agreements, escrow instructions, and coordination documentation. Orange County investors receive comprehensive escrow documentation support.
Example of the type of engagement we can handle
Service type:
Escrow Accommodation Support
Location:
Orange County, CA
Scope:
Coordinate escrow accommodation for $4.5 million exchange
Client situation:
Investor closing on Costa Mesa property needing qualified escrow setup for exchange proceeds
Our approach:
Coordinated qualified escrow setup, prepared escrow instructions, synchronized with qualified intermediary, coordinated exchange proceeds holding, tracked escrow timeline
Expected outcome:
Escrow accommodation properly set up, exchange proceeds securely held, compliant exchange structure maintained
Contact us to discuss your situation in Orange County, CA. We can share references upon request.
Educational content only. Not tax, legal, or investment advice.
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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
Share your timeline and we will deliver compliant identification support within one business day.