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Multi-Property Identification
Three property rule, 200 percent rule, and 95 percent rule structuring for diversified exchanges.
Multi-property identification provides three property rule, 200 percent rule, and 95 percent rule structuring for diversified exchanges for Orange County investors. This service helps investors identify multiple replacement properties using IRS identification rules that allow diversification across properties and markets. We coordinate identification strategies, qualified intermediary documentation, and deadline tracking to ensure compliant multi-property identification. Orange County investors benefit from multi-property strategies that diversify replacement property portfolios while maintaining exchange eligibility.
What is included
- Three property rule, 200 percent rule, and 95 percent rule strategy guidance
- Multi-property identification structuring and documentation
- 45 day identification deadline tracking
- Qualified intermediary coordination for multi-property identification
- Property value calculation and rule compliance verification
- Acquisition tracking and rule compliance monitoring
- CPA and attorney collaboration for complex strategies
- Dashboard updates and milestone notifications
Common situations
- Orange County investor wanting to diversify across multiple replacement properties
- Investor seeking flexibility in replacement property acquisition
- Complex exchange requiring multi-property identification strategy
Frequently asked questions
What are the multi-property identification rules in Orange County, CA?
Orange County investors can use the three property rule, 200 percent rule, or 95 percent rule to identify multiple replacement properties. We help structure multi-property identification strategies meeting IRS requirements.
How does the three property rule work?
The three property rule allows identification of up to three replacement properties regardless of value. Orange County investors can identify three properties and acquire any combination within the 180 day closing deadline.
How does the 200 percent rule work?
The 200 percent rule allows identification of unlimited properties if total value does not exceed 200 percent of relinquished property value. Orange County investors can identify multiple properties within this value limit.
How does the 95 percent rule work?
The 95 percent rule allows identification of unlimited properties if you acquire at least 95 percent of identified property value. Orange County investors must acquire properties totaling 95 percent of identified values.
What identification deadline applies to multi-property identification?
The same 45 day identification deadline applies regardless of identification rule used. Orange County investors must identify all properties within 45 calendar days after relinquished property closing.
How do you coordinate multi-property identification?
We structure identification strategies, prepare documentation, and coordinate with qualified intermediaries. Orange County investors receive comprehensive multi-property identification support ensuring compliant structure.
Example of the type of engagement we can handle
Example capability
Service type:
Multi-Property Identification
Location:
Orange County, CA
Scope:
Structure multi-property identification using 200 percent rule for $7 million exchange
Client situation:
Investor closing on Irvine property wanting to identify multiple replacement properties across different markets
Our approach:
Analyzed identification rule options, structured 200 percent rule strategy, prepared identification documentation, coordinated with qualified intermediary, tracked identification deadline
Expected outcome:
Multiple properties identified within 45 day window using 200 percent rule, documentation complete, acquisition tracking 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.
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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 Multi-Property Identification today.
Share your timeline and we will deliver compliant identification support within one business day.