Two hundred percent strategy helps Philadelphia, PA investors identify unlimited replacement properties when the total fair market value does not exceed two hundred percent of the relinquished property value. This approach provides maximum flexibility for investors who want multiple replacement property options during the forty five day identification window.
We evaluate replacement property values, coordinate appraisals, and prepare identification lists that comply with the two hundred percent rule. Our process includes fair market value assessments, identification letter preparation, and coordination with qualified intermediaries to ensure documentation meets IRS standards.
Each strategy engagement includes property valuation support, timeline tracking, and compliance checkpoints. We coordinate with appraisers, 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.
- • Fair market value assessments for all replacement property candidates
- • Two hundred percent calculation verification and documentation
- • Identification strategy consultation covering unlimited property identification
- • 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 flexibility to identify multiple replacement properties
- •Portfolio owners executing exchanges who require strategic guidance on two hundred percent rule compliance
- •Investors seeking maximum replacement property options 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.