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Qualified Intermediary Coordination
Vetted intermediary referrals and documentation support to ensure compliant exchange structure.
Qualified intermediary coordination provides vetted intermediary referrals and documentation support to ensure compliant exchange structure for Orange County investors. This service connects investors with qualified intermediaries who hold exchange proceeds and coordinate exchange documentation. We verify intermediary credentials, coordinate documentation, and ensure proper exchange structure throughout the process. Orange County investors benefit from qualified intermediary coordination that protects exchange proceeds and maintains compliant structure.
What is included
- Vetted qualified intermediary referrals and credential verification
- Exchange agreement setup and coordination
- Identification documentation coordination
- Closing documentation support
- Form 8824 preparation assistance
- Timeline synchronization and deadline tracking
- Proactive communication and update coordination
- CPA and attorney collaboration support
Common situations
- Orange County investor needs qualified intermediary referral and setup
- Complex exchange requiring detailed intermediary coordination
- Investor seeking comprehensive intermediary support throughout exchange
Frequently asked questions
What is a qualified intermediary in Orange County, CA?
A qualified intermediary is an independent party who holds exchange proceeds and coordinates exchange documentation. Orange County investors must use qualified intermediaries to maintain compliant exchange structure.
Why is qualified intermediary coordination important?
Qualified intermediaries protect exchange proceeds and ensure compliant structure. Orange County investors benefit from proper intermediary coordination preventing exchange disqualification.
How do you verify qualified intermediary credentials?
We verify intermediary licensing, bonding, and experience before referrals. Orange County investors receive vetted intermediary options with verified credentials and track records.
What documentation does qualified intermediary coordination include?
Qualified intermediary coordination includes exchange agreement setup, identification documentation, closing coordination, and Form 8824 support. Orange County investors receive comprehensive documentation support throughout the exchange.
How do you coordinate with qualified intermediaries?
We synchronize documentation and timeline updates with qualified intermediaries. Orange County investors benefit from coordinated communication ensuring all exchange requirements are met.
What happens if qualified intermediary coordination fails?
Proper qualified intermediary coordination is essential for exchange success. We provide proactive coordination preventing coordination failures that could disqualify exchanges for Orange County investors.
Example of the type of engagement we can handle
Example capability
Service type:
Qualified Intermediary Coordination
Location:
Orange County, CA
Scope:
Coordinate qualified intermediary setup and documentation for $6 million exchange
Client situation:
Investor closing on Irvine property needing qualified intermediary referral and comprehensive coordination
Our approach:
Verified intermediary credentials, set up exchange agreement, coordinated identification documentation, managed closing coordination, provided Form 8824 support
Expected outcome:
Qualified intermediary properly coordinated, all documentation complete, exchange successfully structured
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 Qualified Intermediary Coordination today.
Share your timeline and we will deliver compliant identification support within one business day.