200 Percent Identification Path
200 Percent Identification Path helps investors in San Francisco, CA structure their 200 percent identification strategy with property value analysis and identification letter coordination. This service allows you to identify more than three properties if their total value does not exceed 200 percent of your relinquished property value.
We analyze your relinquished property value and help you structure an identification strategy that maximizes your options while staying within the 200 percent limit. Our team coordinates with your qualified intermediary to ensure proper documentation of all identified properties.
The service includes property value analysis, identification strategy development, and identification letter preparation. We work with you to develop a strategy that balances flexibility with compliance.
What's Included
- •Relinquished property value analysis
- •200 percent limit calculation
- •Property value assessment
- •Identification strategy development
- •Identification letter preparation
- •Qualified intermediary coordination
- •Compliance verification
Common Situations
- •Investor wants to identify more than three properties and needs help calculating the 200 percent limit
- •Investor has multiple property options and wants to maximize identification flexibility
- •Investor needs to structure identification to stay within 200 percent while maintaining options
Frequently Asked Questions
What is the 200 percent identification rule in San Francisco, CA?
The 200 percent identification rule allows you to identify more than three replacement properties in San Francisco, CA if the total fair market value of all identified properties does not exceed 200 percent of the fair market value of your relinquished property.
How does boot affect my 200 percent identification in San Francisco, CA?
Boot received during your exchange in San Francisco, CA is taxable as capital gain. We coordinate property values and loan balances to minimize boot exposure while maximizing your identification options under the 200 percent rule.
How do I calculate the 200 percent limit in San Francisco, CA?
In San Francisco, CA, you calculate the 200 percent limit by multiplying your relinquished property fair market value by two. The total fair market value of all identified properties must not exceed this amount.
What happens if I exceed the 200 percent limit in San Francisco, CA?
If you exceed the 200 percent limit in San Francisco, CA, your identification becomes invalid and your exchange fails. We help you structure your identification to stay within the limit while maximizing your options.
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Learn more →Example Capability
Example of the type of engagement we can handle
Location
San Francisco, CA
Scope
Calculate 200 percent limit, evaluate properties, develop identification strategy, prepare identification letter
Client Situation
Investor sold a property and wants to identify more than three replacement properties
Our Approach
We analyzed the relinquished property value, calculated the 200 percent limit, evaluated multiple property options, and structured an identification strategy within the limit
Expected Outcome
Multiple properties identified within 200 percent limit and documented in identification letter delivered before Day 45
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.
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Contact us to discuss your 1031 exchange needs in San Francisco, CA.