Three property rule strategy helps Philadelphia, PA investors structure identification lists that comply with IRS exchange requirements. Under this rule, investors can identify up to three replacement properties without value limits, providing flexibility during the forty five day identification window.
We work with investors who need strategic guidance on selecting replacement properties that maximize exchange benefits while maintaining compliance. Our process includes property evaluation, identification letter preparation, and coordination with qualified intermediaries to ensure documentation meets IRS standards.
Each strategy engagement includes timeline tracking, deadline reminders, and compliance checkpoints. We coordinate with escrow officers and qualified intermediaries in Philadelphia, PA to ensure identification letters are delivered within the forty five day window and replacement properties close within the one hundred eighty day deadline.
What this includes.
- • Identification strategy consultation covering three property rule compliance
- • Property evaluation and ranking to prioritize replacement candidates
- • Identification letter drafting with legal review coordination
- • Timeline tracking and deadline reminders for forty five and one hundred eighty day windows
- • Qualified intermediary coordination and document delivery
Common situations.
- •Investors selling Philadelphia, PA properties who need strategic guidance on three property identification
- •Portfolio owners executing exchanges who require compliance support for multiple replacement properties
- •Investors seeking flexibility in replacement property selection who need identification strategy consultation
Example of the type of engagement we can handle
Example engagement.
Contact us to discuss your situation in Philadelphia, PA. We can share references upon request.
Educational content only. Not tax, legal, or investment advice.