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Exchange Timeline Dashboard
Real-time tracking of identification deadlines, closing dates, and documentation milestones.
Exchange timeline dashboard provides real-time tracking of identification deadlines, closing dates, and documentation milestones for Orange County investors. This service maintains a centralized dashboard monitoring all exchange timelines, deadlines, and milestones with proactive alerts and escalation protocols. We coordinate timeline updates across all parties and provide investors with real-time visibility into exchange progress. Orange County investors benefit from timeline dashboard tracking that protects exchange deadlines and ensures compliant completion.
What is included
- 45 day identification deadline tracking
- 180 day closing deadline tracking
- Documentation milestone monitoring
- Party coordination timeline updates
- Proactive deadline alerts at 60, 30, and 14 days
- Escalation protocols for deadline threats
- Real-time dashboard updates and visibility
- Multi-exchange tracking support
Common situations
- Orange County investor needing comprehensive timeline tracking
- Complex exchange with multiple deadlines requiring coordination
- Investor preferring real-time visibility into exchange progress
Frequently asked questions
What does the exchange timeline dashboard track in Orange County, CA?
The dashboard tracks 45 day identification deadlines, 180 day closing deadlines, documentation milestones, and party coordination timelines. Orange County investors receive real-time visibility into all exchange timelines and deadlines.
What alerts are provided?
Orange County investors receive alerts at key milestones including 60 days, 30 days, and 14 days before deadlines, plus escalation alerts if delays threaten timelines.
How do you update timeline information?
We update timelines based on party coordination, documentation status, and milestone completion. Orange County investors receive real-time dashboard updates reflecting current exchange status.
What happens if deadlines are threatened?
We activate escalation protocols and coordinate with all parties to resolve delays. Orange County investors receive proactive deadline protection preventing exchange failure.
How do you coordinate timeline updates across parties?
We synchronize timeline updates with lenders, inspectors, title companies, and qualified intermediaries. Orange County investors benefit from coordinated timeline management across all parties.
Can multiple exchanges be tracked simultaneously?
Yes, the dashboard can track multiple exchanges simultaneously. Orange County investors with multiple exchanges receive separate timeline tracking for each transaction.
Example of the type of engagement we can handle
Example capability
Service type:
Exchange Timeline Dashboard
Location:
Orange County, CA
Scope:
Provide timeline dashboard tracking for $6 million exchange with multiple replacement properties
Client situation:
Investor closing on Newport Beach property needing comprehensive timeline tracking and deadline protection
Our approach:
Set up timeline dashboard, tracked all deadlines and milestones, provided proactive alerts, coordinated timeline updates across parties, activated escalation when delays threatened
Expected outcome:
All deadlines met, exchange successfully completed, comprehensive timeline tracking maintained throughout
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
Kick off Exchange Timeline Dashboard today.
Share your timeline and we will deliver compliant identification support within one business day.