Three Property Identification Strategy
Three Property Identification Strategy helps investors in San Francisco, CA plan their three property identification path with property evaluation, contingency planning, and identification letter templates. This service is designed for investors who want to maximize their options while staying within the three property rule.
We evaluate potential replacement properties, assess their suitability for your exchange goals, and help you prioritize your three selections. Our team coordinates with your qualified intermediary to ensure your identification letter properly documents all three properties.
The service includes property evaluation, contingency planning, and identification letter preparation. We work with you to develop a strategy that balances your investment goals with IRS compliance requirements.
What's Included
- •Property evaluation and suitability assessment
- •Three property prioritization strategy
- •Contingency planning
- •Identification letter template preparation
- •Qualified intermediary coordination
- •Property value analysis
- •Timeline planning
Common Situations
- •Investor wants to identify three properties but needs help evaluating and prioritizing options
- •Investor is considering multiple property types and needs guidance on selection
- •Investor wants backup options in case primary choices become unavailable
Frequently Asked Questions
What is the three property identification rule in San Francisco, CA?
The three property identification rule allows you to identify up to three replacement properties of any value in San Francisco, CA. You must close on at least one of the three identified properties to complete your exchange.
How does boot affect my three property identification in San Francisco, CA?
Boot received during your exchange in San Francisco, CA is taxable as capital gain. We coordinate loan balances and property values to minimize boot exposure across your three identified properties.
Can I change my three property identification in San Francisco, CA?
No. Once you deliver your identification letter to your qualified intermediary in San Francisco, CA, you cannot change or add properties. You can only close on properties that were properly identified by Day 45.
What if I cannot close on any of my three identified properties in San Francisco, CA?
If you cannot close on any of your three identified properties in San Francisco, CA by Day 180, your exchange fails and you face immediate tax liability on the gain from your relinquished property.
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Learn more →Example Capability
Example of the type of engagement we can handle
Location
San Francisco, CA
Scope
Evaluate properties, develop three property identification strategy, prepare identification letter
Client Situation
Investor sold a property and wants to identify three replacement properties within 45 days
Our Approach
We evaluated multiple property options, assessed suitability, prioritized three selections, and prepared the identification letter with proper documentation
Expected Outcome
Three properties identified and documented in identification letter delivered before Day 45 deadline
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.