Three Property Path
List up to three properties of any value. Most San Diego, CA investors use this when each asset is well vetted and high certainty.
Rules
Ninety Five Percent Portfolio Path
Institutional and family office investors sometimes list many properties. We track closings and assignments so San Diego, CA exchanges satisfy the 95 percent completion requirement.
RulesPortfolioExecution
• Portfolio tracker
• Status matrix
• Closing scoreboard
Confidence for complex multi asset exchanges.
Deadline Calculator
Track your 45 and 180 day milestones
Enter your sale closing date to see the identification and completion deadlines based on Pacific Time.
Add a date to calculate each deadline.
Identification rules
Keep every identification letter compliant
Two Hundred Percent Path
List as many properties as you like as long as the combined value stays within two hundred percent of the relinquished sale price. Useful when you chase multiple single tenant deals at once.
Ninety Five Percent Path
Identify any number of properties at any value but you must acquire at least ninety five percent of the identified value. Designed for portfolio scale exchanges.
FAQ
Questions San Diego, CA investors ask about Ninety Five Percent Portfolio Path
Do you serve larger investor groups?+
Yes, we coordinate calls with every decision maker so San Diego, CA portfolios move in sync.
How do you confirm the 95 percent threshold?+
We document executed closings and share the tracker with your San Diego, CA QI.
Can this support multistate acquisitions?+
Yes, we consolidate updates from brokers in every state and reflect them for your San Diego, CA team.
Related services
Identification
NNN Replacement Property Identification
Curated single tenant net lease lists aligned to your 45 day window.
Open service →Retail
San Diego CA STNL Retail List
Local and national retail single tenant lists that mirror San Diego timing.
Open service →Industrial
Industrial Net Lease Scouting
Locate modern industrial NNN and NN opportunities with mission critical tenants.
Open service →Medical
Medical Office 1031 Matching
Secure medical office and outpatient replacement assets with resilient tenants.
Open service →Contact
Tell us about your exchange
We focus on matching ninety five percent portfolio path opportunities across all 50 states while coordinating with Qualified Intermediaries and lenders. We are not a Qualified Intermediary.
Next steps
Need ninety five percent portfolio path on your 45-day clock?
Tap through and we will prefill your intake request with this service so our response is immediate.