Identification

Two Hundred Percent Rule Mapping

Model aggregate value limitations and coach on how to prioritize assets within the 200 percent framework.

All Asset Classes

Common pain points

  • Need clarity on aggregate value timing.
  • Desire to keep backup properties while staying compliant.
  • Need quick math to know when the list exceeds the cap.

What we deliver

  • Valuation tracker that tallies identified properties.
  • Prioritization framework for backup selections.
  • Notice templates for swapping assets if values shift.

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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.