Seattle Improvement Exchange Oversight
We manage construction scopes, draws, and approvals so your improvement exchange satisfies IRS rules and stays on budget in Seattle, WA.
Align improvement scope with exchange timelines
Coordinate contractor invoices and intermediary draw requests
Track completion milestones and punch lists
Key Deliverables
- Improvement schedule with cost categories
- Draw request tracker shared with intermediary
- Milestone reporting with site documentation
Execution Timeline
- Week 1: Scope validation and cost segregation alignment
- Week 3: Contractor mobilization and draw calendar setup
- Weeks 4-24: Milestone reporting leading to completion
Frequently Asked Questions
Can improvements extend beyond 180 days in Seattle, WA?
Improvements must be completed within 180 days to count for exchange purposes. We sequence work so completed value qualifies within Seattle, WA.
How are contractor payments handled?
Funds flow through the intermediary. We prepare draw packages, lien waivers, and progress photos to maintain compliance.
Do you coordinate permits in Seattle, WA?
We work with your contractors and permitting consultants to keep approvals synchronized with the exchange schedule.
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45-Day and 180-Day Deadline Calculator
Enter your relinquished closing date to preview statutory milestones. Share the outputs with your intermediary, CPA, and lender to keep every stakeholder aligned.
- 45-day identification deadline
- Select a closing date to calculate the deadline.
- 180-day exchange completion deadline
- Select a closing date to calculate the deadline.
Dates represent calendar days. Confirm every milestone with your Qualified Intermediary. We coordinate stakeholder updates but do not provide intermediary services.
Identification Rules Explained
Use this guide to determine how you will complete the identification letter. We prepare letter drafts, valuation support, and backup scenarios so your $Seattle, $WA exchange maintains compliance through day forty-five.
Three-Property Rule
Identify up to three properties of any value. We document pricing support, lender feedback, and compliance notes for each Seattle, WA asset so your intermediary accepts the letter without revisions.
200 Percent Rule
Identify more than three properties as long as combined fair market value stays below 200 percent of the relinquished property value. We track valuation evidence for every property to prove compliance.
95 Percent Rule
Identify any number of properties and close on at least 95 percent of the aggregate value. This strategy supports diversified portfolios and DST placements when executed with strict tracking.
We coordinate with your intermediary, CPA, and counsel, provide documentation, and maintain audit-ready files. We do not provide legal or tax advice.
Exchange Timeline Tracker
Monitor each milestone from sale to replacement closing. Select a step to review the focus items and assign responsibilities to your advisors.
Document sale terms, confirm intermediary wiring instructions, and deliver closing statements within twenty-four hours.
Keep your intermediary, CPA, attorney, and lenders updated on each milestone. We manage the project plan, but all compliance decisions remain with your licensed advisors.
Discuss Seattle Improvement Exchange Oversight
Share your timeline, equity targets, and lender objectives. We respond within one business day.