Identification Rules Checker
Confirm whether your identification list satisfies the 3-property, 200%, or 95% thresholds before day 45 of your Orange County, CA 1031 exchange. Adjust property counts and valuations live to understand which safe harbor keeps you compliant.
Verify whether your Orange County identification list satisfies the IRS 3-property, 200%, or 95% tests. Update values as negotiations evolve to keep your qualified intermediary in sync.
Identification Snapshot
Count every address submitted to your QI (Orange County & out-of-state).
Sum of fair market value for all identified options.
Gross sales price of the Orange County property you sold.
Aggregate purchase price you reasonably expect to acquire.
Resolve field errors to see rule status.
Rule Compliance
0 / 3 rules satisfied
3-Property Rule
Identify up to three properties regardless of value.
0 identified
200% Rule
Identify any number of properties if value ≤ 200% of relinquished.
0% of relinquished value
95% Rule
Acquire ≥95% of the total value identified.
0% of identified value
Guidance by rule
- 3-Property Rule: Cap your list at three addresses. Ideal when chasing trophy NNN or single tenant assets around Orange County, Dallas, or Austin.
- 200% Rule: When identifying more than three properties, keep the combined value within 200% of the relinquished sale price.
- 95% Rule: Best for portfolio exchanges. You must ultimately acquire at least 95% of the total value you named to the QI.
Share this summary with your qualified intermediary to document compliance on day 45.
Educational content only. Not tax, legal, or investment advice. Results are estimates only. Consult a qualified intermediary and tax advisor before making decisions. California transfer taxes and recording fees still apply at the time of sale.
1031 Exchange Orange County
Have us verify your identification strategy.
Share your timeline and we will deliver compliant identification support within one business day.