Property Identification

Comprehensive identification services for replacement properties across all 50 states.

Property identification is the foundation of every successful 1031 exchange. Investors in Baltimore, MD and nationwide must identify replacement properties in writing within 45 calendar days of closing on their relinquished property. We help investors identify compliant replacement properties across all 50 states, including single tenant triple net lease retail properties with investment-grade corporate tenants, shopping centers, multifamily, industrial, medical office, self storage, and mixed-use assets. Every property brief includes tenant credit analysis (evaluating S&P and Moody's ratings), lease structure evaluation (distinguishing absolute NNN, regular NNN, and ground lease options), lease term summaries, and financial models calibrated to your exchange timeline. Our team coordinates with qualified intermediaries and qualified escrow agents to ensure identification letters meet IRS requirements. The 180-day closing deadline begins on the same day as the relinquished property closing, making efficient identification critical for success.

Related Services

Search related services or browse all options below.

Single Tenant NNN Identification

Triple net lease property identification with tenant credit screening and lease analysis.

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45 Day Timeline Management

Deadline tracking and timeline coordination for 1031 exchange identification windows.

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Property Verification Services

Inspection, title review, and due diligence coordination for identified properties.

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Three Property Rule Strategy

Guidance on identifying up to three replacement properties under IRS rules.

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What We Include

  • Nationwide property sourcing across all 50 states including Baltimore, MD
  • Property briefs with tenant credit analysis and lease term summaries
  • Financial models calibrated to your 45-day identification timeline
  • Identification letter preparation meeting IRS requirements
  • Coordination with qualified intermediaries and qualified escrow agents
  • Daily accountability calls and shared dashboards during the identification window
  • Document vault management and submission rehearsal
  • Support for three-property rule, 200 percent rule, and 95 percent rule strategies

Common Situations

An investor selling a commercial property in Baltimore, MD needs to identify replacement properties within 45 days but wants options across multiple states

A property owner closing on relinquished property needs identification support while coordinating with a qualified intermediary and managing the 180-day closing deadline

An investor wants to identify multiple properties under the 200 percent rule but needs guidance on structuring the identification list to maximize flexibility

Compliance and Limits

A 1031 exchange defers federal income tax on qualifying real property but does not eliminate transfer taxes, recordation taxes, or documentary taxes. In Baltimore, MD, state, county, and municipal transfer and recordation taxes still apply during a 1031 exchange. This information is educational only and does not constitute tax, legal, or investment advice. Consult with qualified tax and legal professionals regarding your specific situation.

Example Capability

Example of the type of engagement we can handle

Service Type: Property Identification
Location: Baltimore, MD
Scope: Identify replacement properties for a $2.5 million commercial property sale within the 45-day identification window, coordinating with qualified intermediary and managing nationwide property search
Client Situation: Investor selling a retail property in Baltimore, MD needs to identify replacement properties but wants options across multiple property types and geographic markets
Our Approach: We sourced single tenant triple net lease retail properties featuring investment-grade corporate tenants with absolute NNN structures, multifamily, and industrial properties across five states, prepared property briefs with tenant credit analysis and lease structure evaluation, and coordinated identification letter preparation with the qualified intermediary
Expected Outcome: Client identified three properties under the three-property rule, submitted identification letter before Day 40, and closed on replacement property within the 180-day deadline

Contact us to discuss your situation in Baltimore, MD. We can share references upon request.

Frequently Asked Questions

What are the identification rules for 1031 exchanges in Baltimore, MD?

The IRS requires written identification of replacement property within 45 calendar days of the relinquished property closing in Baltimore, MD. Investors can identify up to three properties regardless of value, or any number of properties if their combined value does not exceed 200 percent of the relinquished property value, or any number if at least 95 percent of the aggregate identified value is acquired. Each identified property must include a street address or legal description plus purchase price detail.

How does boot calculation affect my property identification in Baltimore, MD?

Boot is any non-like-kind property or cash received in a 1031 exchange that creates taxable gain. In Baltimore, MD, receiving cash, debt relief exceeding replacement property debt, or non-qualifying property triggers boot. We help investors structure property identification to minimize boot by ensuring replacement property value equals or exceeds relinquished property value and replacement debt equals or exceeds relinquished debt.

Can I identify properties outside Baltimore, MD for my 1031 exchange?

Yes, replacement properties can be located anywhere in the United States. While we have strong market knowledge in Baltimore, MD, we identify compliant properties across all 50 states to maximize your options within the 45-day identification window.

What documentation is required for property identification in Baltimore, MD?

Each identified property in Baltimore, MD must include a street address or legal description plus purchase price detail. We prepare identification letters that meet IRS requirements and coordinate with qualified intermediaries to ensure proper documentation. For portfolios or ground leases, we attach supplemental exhibits so there is no ambiguity for the IRS or the intermediary.

How do I coordinate with a Qualified Intermediary for property identification in Baltimore, MD?

We coordinate with qualified intermediaries in Baltimore, MD to ensure document flow and deadline compliance. While we are not a Qualified Intermediary, we help investors connect with QIs and coordinate identification documentation. The identification letter must be delivered to the qualified intermediary or other party to the exchange before midnight on Day 45.

What happens if I miss the 45-day identification deadline in Baltimore, MD?

Missing the 45-day identification deadline in Baltimore, MD disqualifies the exchange and converts the transaction into a taxable sale. Our daily accountability calls, shared dashboards, and escalation protocols are designed to prevent deadline risk before it becomes irreversible.

Ready to Get Started?

Contact us to discuss your 1031 exchange property identification needs.

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