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Zero Cash Flow Navigation
Structuring ZCF and DST pairings when debt replacement or passive positioning is the priority.
Zero cash flow navigation helps Orange County investors structure ZCF and DST pairings when debt replacement or passive positioning is the priority. This service coordinates zero cash flow exchanges where replacement property debt matches relinquished property debt, eliminating cash requirements. We also structure DST pairings for investors seeking passive investment options. The navigation process includes qualified intermediary coordination to ensure compliant exchange structure within the 45 day identification and 180 day closing deadlines. Orange County investors benefit from strategies that minimize cash outlay while maintaining tax deferral benefits.
What is included
- Zero cash flow exchange structuring and debt matching analysis
- DST pairing coordination and securities compliance review
- Qualified intermediary setup for ZCF and DST structures
- Debt replacement scenario modeling
- Boot minimization strategies
- 45 day identification deadline tracking
- 180 day closing coordination
- CPA and attorney collaboration for complex structures
Common situations
- Orange County investor wants to minimize cash outlay in exchange transaction
- Family office seeking passive DST options combined with direct property acquisition
- Investor with tight cash constraints needing zero cash flow structure
Frequently asked questions
What is a zero cash flow exchange in Orange County, CA?
A zero cash flow exchange occurs when replacement property debt matches relinquished property debt, requiring no additional cash investment. Orange County investors can structure ZCF exchanges to minimize cash outlay while maintaining tax deferral benefits.
What identification rules apply to zero cash flow exchanges?
The same 45 day identification deadline applies to zero cash flow exchanges. Orange County investors must identify replacement properties within 45 calendar days after closing their relinquished asset, regardless of cash flow structure.
How is boot handled in zero cash flow exchanges?
Boot is minimized when debt replacement matches exactly. If replacement property debt is less than relinquished property debt, the difference becomes taxable boot. We structure zero cash flow exchanges to match debt levels for Orange County investors.
What are DST pairings and how do they work?
DST pairings combine direct property acquisition with Delaware Statutory Trust interests for diversification. Orange County investors can use DST interests as part of replacement property identification, subject to IRS rules and securities regulations.
Do DST interests qualify as like-kind property?
DST interests may qualify as like-kind property under certain conditions. Orange County investors should consult with CPAs and attorneys to confirm DST eligibility, as securities regulations also apply. We coordinate with qualified intermediaries to structure compliant DST pairings.
What happens if zero cash flow structure cannot be achieved?
We explore alternative replacement properties or debt structures to minimize cash requirements. Orange County investors may need to provide additional cash if exact debt matching is not possible, which could create boot if not properly structured.
Example of the type of engagement we can handle
Example capability
Service type:
Zero Cash Flow Navigation
Location:
Orange County, CA
Scope:
Structure zero cash flow exchange with DST pairing for $4.5 million transaction
Client situation:
Investor closing on Anaheim retail property seeking to minimize cash outlay while maintaining tax deferral
Our approach:
Analyzed debt replacement scenarios, identified replacement properties matching debt levels, coordinated DST pairing with licensed provider, set up qualified intermediary, tracked identification deadlines
Expected outcome:
Zero cash flow structure achieved, replacement properties identified within 45 day window, DST pairing coordinated, closing 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. DST or TIC may be securities. We do not sell securities. We provide introductions to licensed providers only.
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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 Zero Cash Flow Navigation today.
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