Common pain points
- Need to know how to document the 95 percent threshold.
- Desire to show auditors how proceeds were allocated.
- Need confidence when offers shift late in the process.
Identification
Ninety Five Percent Rule Coverage
Develop approach paths for investors who identify many assets and plan to close on nearly all of them.
All Asset Classes
What we deliver
- Closing tracker that measures identified versus completed assets.
- Narrative summary for advisors and CPAs.
- Risk log for assets that appear fragile.
Related services
Extend your toolkit
Pair this service with complementary workflows to keep identification and diligence aligned.
NNN Replacement Property Identification
Curated shortlists of absolute and regular NNN assets where credit tenants absorb taxes, insurance, and upkeep.
45 Day IdentificationLender Preflight
Single Tenant Retail Acquisition Briefs
Asset briefs for quick service restaurant, pharmacy, dollar, and fuel operators.
Pre IdentificationOffer Prep
Multifamily Reinvestment Briefs
Bridge multifamily sale proceeds into stable replacement income.
Pre Sale PlanningIdentification
Industrial and Flex Net Lease Targeting
Source logistics, flex, and last mile industrial with tenant maintenance coverage.
45 Day IdentificationClosing
FAQ
What investors ask
How quickly can this service move in Austin, TX?
We begin the workflow immediately and keep stakeholders informed across Austin, TX.
Does this service cover markets outside Austin, TX?
Yes. We coordinate local partners so you can execute in any state while staying anchored in Austin, TX.
Who leads lender and Qualified Intermediary conversations in Austin, TX?
We coordinate with your lenders and Qualified Intermediaries, while reminding everyone that we are not a Qualified Intermediary. Every update references the exchange timeline in Austin, TX.
What documentation is delivered?
You receive organized summaries, letters, and trackers that make it easy to brief partners in Austin, TX.
Secure intake
Send your 1031 intake securely
We respond quickly with next steps and a recommended path.