Services

Replacement property support that keeps the 45 and 180 day clock safe

Browse identification, asset strategy, underwriting, and execution services. Each workflow supports investors who need fast education, organized diligence, and a partner who coordinates with Qualified Intermediaries, lenders, and advisors.

Identification

NNN Replacement Property Identification

Curated shortlists of absolute and regular NNN assets where credit tenants absorb taxes, insurance, and upkeep.

Absolute NNNRegular NNNGround Lease
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Three Property Rule Coaching

Coach investors through exact naming requirements for the three property rule.

All Asset Classes
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Two Hundred Percent Rule Mapping

Balance larger identification lists while respecting valuation caps.

All Asset Classes
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Ninety Five Percent Rule Coverage

Provide controls when investors need expansive identification lists.

All Asset Classes
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Remote and Multi State Replacement

Source properties in all fifty states with localized diligence partners.

All Asset Classes
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Asset Strategy

Single Tenant Retail Acquisition Briefs

Asset briefs for quick service restaurant, pharmacy, dollar, and fuel operators.

Quick Service RestaurantPharmacyDollar Store
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Multifamily Reinvestment Briefs

Bridge multifamily sale proceeds into stable replacement income.

Multifamily to NNN Conversion
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Industrial and Flex Net Lease Targeting

Source logistics, flex, and last mile industrial with tenant maintenance coverage.

IndustrialFlexLogistics
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Medical Office Identification

Prioritize urgent care, specialty clinic, and dialysis tenant assets.

Medical OfficeUrgent CareDialysis
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Self Storage and DST Placement

DST and direct owned storage options that match 200 percent rule targets.

Self StorageDST
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Hospitality and Ground Lease Trades

Source ground leases and flagged hospitality assets that fit cash flow mandates.

HospitalityGround Lease
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Mixed Use Credit Underwriting

Evaluate mixed use identities that blend retail, office, and residential components.

Mixed UseUrban Retail
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Sale Leaseback Sourcing

Secure corporate or franchise sale leaseback deals with predictable rent bumps.

RetailIndustrialMedical
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Auto Service and Fuel Replacement

Source auto service, oil change, tire, and fuel assets with resilient sales.

AutoFuelService
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Retail Center and Shadow Anchor Selection

Pair single tenant assets with grocery anchored or power center adjacencies.

RetailOutparcel
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Structures

Land and Build to Suit Allocations

Secure pad sites and manage build to suit exchanges with milestone tracking.

LandBuild to Suit
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Reverse Exchange Coordination

Structure reverse exchanges with parked title and capital stack planning.

All Asset Classes
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Simultaneous Close Support

Lock logistics for same day closing of relinquished and replacement assets.

All Asset Classes
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Zero Cash Flow Structuring

Engineer zero cash flow placements for tax focused investors.

Zero Cash FlowSpecialty
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Timelines

Timeline Control and Calendars

Command the 45 and 180 day requirements with transparent reporting.

All Asset Classes
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Underwriting

Rent Roll and T12 Review

Underwrite rent rolls, T12 statements, and expense recoveries fast.

All Asset Classes
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Capex and Reserve Planning

Forecast capital items and reserve needs even when tenants carry maintenance.

All Asset Classes
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Market Comp and Traffic Reports

Deliver comp grids, traffic counts, and demographic insight for each target.

RetailMedicalAuto
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Execution

Lender Preflight and Term Sheets

Secure indicative debt terms and lender approvals early.

All Asset Classes
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Qualified Intermediary Alignment

Coordinate with your chosen QI while clarifying our non-QI advisory role.

All Asset Classes
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Documentation and Letter Support

Prepare letters, notices, and internal memos that document compliance.

All Asset Classes
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Secure Intake and Property Matching Workflow

Leverage secure intake portals that capture investor goals and drive matching.

All Asset Classes
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Deadline calculator

Track 45 and 180 day windows

Local timezone: UTC

Timeline tracker

Monitor each milestone

  1. Step 1

    Sale closed

    Relinquished asset closes. Funds transfer to the Qualified Intermediary.

  2. Step 2

    Day 15 status review

    Confirm buyer goals, loan sizing, and inspection scheduling.

  3. Step 3

    Day 30 selection lock

    Narrow to the final list so legal descriptions can enter the identification letter.

  4. Step 4

    Day 45 notice delivered

    Submit identification letter and verify receipt with the Qualified Intermediary.

  5. Step 5

    Day 120 diligence wrap

    Finalize lender approvals, estoppels, and environmental items.

  6. Step 6

    Day 180 closing

    Replacement property closes and funds disburse. Reporting packages go to advisors.

Identification guides

Explain the rules in plain language

  • Three property rule

    Identify up to three properties regardless of value. Each entry must include a street address or legal description.

  • Two hundred percent rule

    Identify any number of properties as long as the combined value does not exceed two hundred percent of the relinquished value.

  • Ninety five percent rule

    Identify many properties but close on at least ninety five percent of the stated value. Keep meticulous proof of each closing.

Identification letter helper

Produce a printable draft