FW1031

Execution

95% Rule

Acquisition scheduling when capital stacks exceed 200 percent. All reporting includes Fort Worth, TX timestamps.

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QUESTIONS WE ANSWER OFTEN

How fast can you show options for Ninety Five Percent Rule Coverage?

Most requests receive an initial property batch inside five business days in Fort Worth, TX.

Do you coordinate with Qualified Intermediaries for Ninety Five Percent Rule Coverage?

Yes. We sync every milestone with your Qualified Intermediary and advisors located in Fort Worth, TX.

What if the 45 day window is already running for Ninety Five Percent Rule Coverage?

We triage your list, label each call, and log delivery proofs so you can defend the identification letter in Fort Worth, TX.

Do you provide legal or tax advice for Ninety Five Percent Rule Coverage?

No. We coordinate with your attorney and CPA and keep communication secure throughout the exchange in Fort Worth, TX.

Identification rules

Plain English guide for IRS safe harbors

These rules protect exchange buyers in Fort Worth, TX. Each option is valid when you follow the written delivery requirements outlined by your Qualified Intermediary.

Three property rule

Name up to three properties of any value. Provide full legal descriptions and keep backups of delivery receipts.

Two hundred percent rule

Name more than three properties as long as aggregate fair market value stays under 200 percent of the relinquished price.

Ninety five percent rule

Identify any number of assets and close on at least 95 percent of the total value you listed.

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Our team is ready to help you navigate the 1031 exchange process with confidence.

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