180 Day Closing Coordination
180 Day Closing Coordination helps investors in San Francisco, CA coordinate lender packages, due diligence, and intermediary instructions to meet their 180 day closing deadline. This service ensures all workstreams stay synchronized throughout the closing process.
We coordinate with qualified intermediaries, lenders, escrow companies, and title companies to ensure documentation flows smoothly. Our team tracks milestones from identification through closing to prevent delays that could jeopardize your exchange.
The service includes lender preflight support, document coordination, and deadline management. We work with your qualified intermediary to ensure all closing requirements are met before Day 180.
What's Included
- •Lender package coordination
- •Due diligence timeline management
- •Escrow and title coordination
- •Qualified intermediary instruction management
- •Closing deadline tracking
- •Document flow management
- •Milestone tracking and alerts
Common Situations
- •Investor needs to coordinate multiple workstreams including lender, escrow, and qualified intermediary
- •Investor is concerned about meeting the 180 day deadline and needs systematic tracking
- •Investor has complex closing requirements and needs coordination support
Frequently Asked Questions
What is the 180 day closing rule in San Francisco, CA?
The 180 day closing rule requires you to close on your replacement property by midnight on Day 180 after closing on your relinquished property in San Francisco, CA. This deadline cannot be extended except in rare cases of federally declared disasters.
How does boot affect my closing in San Francisco, CA?
Boot received at closing in San Francisco, CA is taxable as capital gain. We coordinate loan balances and contract credits to minimize boot exposure and protect your tax deferral throughout the closing process.
What happens if I cannot close by Day 180 in San Francisco, CA?
If you cannot close by Day 180 in San Francisco, CA, your exchange fails and you face immediate tax liability on the gain from your relinquished property. There are no extensions except in rare cases of federally declared disasters or other IRS relief.
How do I coordinate with my qualified intermediary during closing in San Francisco, CA?
We coordinate with your qualified intermediary in San Francisco, CA to ensure escrow instructions, wire transfers, and closing documents are properly structured. We track all documentation to ensure timely closing before the Day 180 deadline.
Example Capability
Example of the type of engagement we can handle
Location
San Francisco, CA
Scope
Coordinate lender packages, due diligence, escrow, and qualified intermediary instructions to meet 180 day deadline
Client Situation
Investor identified replacement property and needs to coordinate closing within 180 days
Our Approach
We coordinated lender preflight, managed due diligence timeline, tracked escrow and title work, and ensured qualified intermediary instructions were properly executed
Expected Outcome
Closing completed before Day 180 deadline with all documentation properly coordinated
Contact us to discuss your situation in San Francisco, CA. We can share references upon request.
Educational content only. Not tax, legal, or investment advice. 1031 defers income tax on qualifying real property and does not remove transfer or documentary taxes.
Ready to Get Started?
Contact us to discuss your 1031 exchange needs in San Francisco, CA.