Nationwide Replacement Search
Curated single tenant retail and shopping center inventory vetted for credit, yield, and time-in-market.
View serviceTimelines
45 Day Identification Support
Structured identification tracking and documentation to meet IRS deadlines with qualified intermediary coordination.
45 day identification support provides structured identification tracking and documentation to meet IRS deadlines with qualified intermediary coordination for Orange County investors. This service ensures replacement properties are properly identified within the 45 calendar day window after closing relinquished assets. We coordinate identification documentation, qualified intermediary confirmations, and deadline tracking to protect exchange eligibility. Orange County investors receive proactive alerts as identification deadlines approach and support for multi-property identification strategies.
What is included
- 45 day identification deadline tracking and alerts
- Identification documentation preparation and submission
- Qualified intermediary coordination and confirmation
- Multi-property identification strategy support
- Three property rule, 200 percent rule, and 95 percent rule guidance
- Identification modification coordination within deadline
- CPA and attorney collaboration for identification strategies
- Dashboard updates and milestone notifications
Common situations
- Orange County investor needs structured identification support to meet deadline
- Investor identifying multiple properties requiring strategy guidance
- Complex identification scenario needing qualified intermediary coordination
Frequently asked questions
How does the 45 day identification rule work in Orange County, CA?
Investors must identify replacement properties within 45 calendar days after closing their relinquished property. Orange County investors receive structured tracking and documentation support to ensure identifications are properly submitted and confirmed by qualified intermediaries.
What identification rules can be used?
Orange County investors can use the three property rule, 200 percent rule, or 95 percent rule for multiple identifications. We help structure identification strategies based on investor goals and property availability.
What happens if identification is missed?
Missing the 45 day identification deadline can cause exchange failure and immediate tax liability. We provide proactive deadline tracking and alerts to prevent missed identifications for Orange County investors.
How do you coordinate with qualified intermediaries?
We synchronize identification documentation with qualified intermediaries to ensure proper submission and confirmation. Orange County investors receive confirmation that identifications have been properly recorded within the deadline.
Can identifications be changed after submission?
Identifications can be modified within the 45 day window, but changes must be properly documented. We coordinate identification updates with qualified intermediaries to ensure compliance for Orange County investors.
What documentation is required for identification?
Identification requires specific property descriptions, addresses, and purchase terms. We prepare identification documentation and coordinate submission with qualified intermediaries to ensure Orange County investors meet IRS requirements.
Example of the type of engagement we can handle
Example capability
Service type:
45 Day Identification Support
Location:
Orange County, CA
Scope:
Coordinate identification of three replacement properties within 45 day window for $4 million exchange
Client situation:
Investor closing on Irvine property with tight timeline needing identification support
Our approach:
Set up identification tracking dashboard, prepared identification documentation, coordinated with qualified intermediary, submitted identifications within deadline, provided confirmations
Expected outcome:
Three properties identified and confirmed within 45 day window, documentation complete, closing coordination in progress
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.
Related services
Filter neighboring services or send a custom request.
NNN Deal Underwriting
Lease abstracting, rent roll verification, and scenario modeling tailored to hands-off exchange buyers.
View serviceSale Leaseback Advisory
Sourcing corporate sale leaseback opportunities with structured rent escalations and cap rate clarity.
View serviceZero Cash Flow Navigation
Structuring ZCF and DST pairings when debt replacement or passive positioning is the priority.
View service45 / 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
Kick off 45 Day Identification Support today.
Share your timeline and we will deliver compliant identification support within one business day.