Identification
NNN Replacement Property Identification
Curated single tenant net lease lists aligned to your forty five day window.
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Two Hundred Percent Rule Modeling
The two hundred percent rule lets a San Diego, CA investor identify more than three properties, as long as the combined fair market value of everything on the list does not exceed two hundred percent of the relinquished property's value, which opens the door to a broader, more diversified replacement strategy than the three property rule allows. Investors chasing multiple assets, whether to split proceeds across several net lease tenants or blend a DST allocation with a direct fee simple purchase, need tight, real time math, since exceeding the two hundred percent ceiling by even a small margin can disqualify the entire identification list rather than just the excess property. We track aggregate value, earnest money deposits, and closing readiness across every candidate so San Diego, CA buyers stay comfortably within the limit while keeping enough backup optionality to protect the exchange if one deal falls through during due diligence.
Real time math that keeps a large, diversified identification list compliant for San Diego, CA investors.
Our Process
1
Calculate two hundred percent of the relinquished property value
2
Build a running value tracker across every candidate property
3
Score each candidate on financing and closing readiness
4
Track deposit and earnest money schedules across the list
5
Adjust the list in real time as pricing or terms change
6
Confirm the final identification letter stays under the value ceiling
Why This Matters
Our two hundred percent rule modeling service helps San Diego investors navigate the complexities of 1031 exchanges with expert guidance and personalized support. We coordinate with qualified intermediaries, lenders, and tax advisors to ensure your exchange stays on track and meets every deadline.
Service Focus
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Key Benefits
- Expert coordination with QIs and lenders
- Nationwide property identification
- Deadline management and timeline tracking
- San Diego market expertise
Frequently Asked Questions
Common questions about two hundred percent rule modeling in San Diego
How do you measure total value?+
We run a rolling tally of combined fair market value across every identified property and share it with your San Diego, CA Qualified Intermediary and lender teams so everyone can confirm the list stays under the two hundred percent ceiling in real time.
What happens if pricing changes?+
We adjust the tracker immediately so San Diego, CA investors can swap or remove a property before the forty five day deadline if a price increase would push the combined list over the two hundred percent limit.
Can you mix fee simple and DST interests?+
Yes, we include both fee simple properties and Delaware Statutory Trust interests in the same tracker so San Diego, CA investors can deploy capital wherever it performs best. A DST or TIC interest may be a security. We do not sell securities. We provide introductions to licensed providers only.
What happens if I exceed two hundred percent?+
If the combined value of every identified property exceeds two hundred percent of the relinquished property's value, the entire identification list can be treated as invalid unless the investor satisfies the separate ninety five percent acquisition rule instead, which is why we model this closely for San Diego, CA clients rather than estimating.
Why choose this over the three property rule?+
San Diego, CA investors typically use the two hundred percent rule when they want more than three backup or split allocation candidates, such as diversifying proceeds across several smaller net lease assets rather than concentrating in one or two larger properties.
Do I need to close on every identified property?+
No, you only need to close on enough identified property to meet your exchange goals; the two hundred percent rule governs how much value can be on the identification list, not how much must ultimately be purchased by a San Diego, CA investor.
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Discuss Two Hundred Percent Rule Modeling
We focus on matching two hundred percent rule modeling opportunities across all 50 states while coordinating with Qualified Intermediaries and lenders. We are not a Qualified Intermediary.