Exchange Strategy
Dallas 200 Percent Identification Modeling
Design diversified identification lists with value weighting and compliance scoring under the 200 percent rule.
Exchange Strategy
Dallas Three Property Identification Lists
When quality trumps quantity, our Dallas, TX team crafts three property submissions with rigorous vetting, ensuring each candidate can close inside the IRS schedule.
Why it matters
- Checklist tracking for title, survey, environmental, and lease diligence.
- Loan term sheet matching to confirm financing will clear inside 180 days.
- Communication cadence with sellers, brokers, and QIs to keep deadlines visible.
Deliverables
- Three property memorandum with ranked selections and supporting data.
- Seller engagement playbook with contact info, expectations, and contingency plans.
- Deadline tracker synced with calendar reminders for your internal teams.
Milestone Schedule
Selection
Shortlist three high certainty assets within Dallas, TX by day 30.
Documentation
Complete diligence checklists and confirm financing capacity by day 40.
Submission
Transmit identification to QI on day 45 with confirmation receipt stored.
Frequently Asked Questions
How do you rank three property candidates in Dallas, TX?
We rank by diligence progress, financing confidence, and seller readiness specific to Dallas, TX transactions.
Do you notify QIs in Dallas, TX directly?
We prepare transmittal letters and coordinate direct delivery to your QI serving Dallas, TX holdings.
Can you adjust lists if a property falls out in Dallas, TX?
Yes. We maintain backup candidates in Dallas, TX and document substitutions if allowed by IRS rules.
Related Services
Continue building your exchange plan
Timeline
Dallas 45 and 180 Day Timeline Control
Command every deadline with automated reminders, escrow coordination, and compliance documentation.
Underwriting
Dallas Underwriting and Rent Roll Review
Validate income statements, rent rolls, and trailing twelve data before you lock identification lists.
Financing
Dallas Lender Preflight Coordination
Align lenders early with debt sizing, term sheets, and closing deliverables tailored to exchange timelines.
Ready to start with Dallas Three Property Identification Lists?
Share your exchange details and timeline. Our team coordinates property identification and advisor alignment in Dallas, TX.