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Transaction Management
End-to-end coordination with lenders, inspectors, and accommodators to keep compliant closings on track.
Transaction management provides end-to-end coordination with lenders, inspectors, and accommodators to keep compliant closings on track for Orange County investors. This service manages the entire exchange process from identification through closing, ensuring all parties are synchronized and deadlines are met. We coordinate qualified intermediary documentation, property inspections, title work, and lender requirements to maintain the 180 day closing timeline. Orange County investors benefit from proactive milestone alerts and escalation protocols when delays threaten exchange deadlines.
What is included
- End-to-end exchange process coordination
- Qualified intermediary documentation synchronization
- Property inspection scheduling and report review
- Title work coordination and review
- Lender communication and funding timeline management
- 180 day closing deadline tracking with milestone alerts
- Escalation protocols for deadline threats
- CPA and attorney update coordination
Common situations
- Orange County investor needs comprehensive coordination across multiple parties
- Complex exchange with tight timeline requiring proactive management
- Investor prefers hands-off approach with full transaction support
Frequently asked questions
What does transaction management include in Orange County, CA?
Transaction management includes coordination with lenders, inspectors, accommodators, and qualified intermediaries throughout the exchange process. Orange County investors receive proactive updates and milestone alerts to ensure compliant closings within the 180 day deadline.
How do you track the 180 day closing deadline?
We maintain a dashboard tracking system that monitors closing dates, inspection deadlines, and documentation milestones. Orange County investors receive alerts when deadlines approach and escalation protocols activate if delays threaten the 180 day window.
What happens if closing is delayed beyond 180 days?
The 180 day deadline is strict. If closing cannot be completed within the window, the exchange may fail and taxes become due. We coordinate with all parties to prevent delays and explore extension options when possible for Orange County investors.
How do you coordinate with qualified intermediaries?
We synchronize documentation and timeline updates with qualified intermediaries throughout the exchange. Orange County investors benefit from coordinated communication ensuring all exchange requirements are met and deadlines are tracked accurately.
What inspection coordination is included?
We schedule property inspections, coordinate inspector access, and review inspection reports. Orange County investors receive inspection findings promptly to make informed decisions before closing deadlines.
How do you handle lender coordination?
We work with lenders to ensure loan documentation and funding timelines align with exchange deadlines. Orange County investors benefit from coordinated lender communication preventing closing delays.
Example of the type of engagement we can handle
Example capability
Service type:
Transaction Management
Location:
Orange County, CA
Scope:
Manage complete exchange transaction from identification through closing for $6 million transaction
Client situation:
Investor closing on Newport Beach property with multiple replacement properties and tight 180 day deadline
Our approach:
Coordinated qualified intermediary setup, scheduled inspections, managed lender communication, tracked all deadlines, provided milestone alerts, escalated when delays threatened
Expected outcome:
All replacement properties closed within 180 day window, documentation complete, exchange successfully completed
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 Transaction Management today.
Share your timeline and we will deliver compliant identification support within one business day.