Seattle Mixed-Use Exchange Planning
We structure mixed-use acquisitions with clear allocation between residential, office, and retail components for investors in Seattle, WA.
Allocate purchase price across asset classes for lender and tax reporting
Evaluate shared systems and CAM structures
Model cash flow segmentation for reporting and exit planning
Key Deliverables
- Component value allocation workbook
- Shared system maintenance and expense matrix
- Cash flow breakouts by use type
Execution Timeline
- Week 1: Gather financials and structural documentation
- Week 2: Deliver allocation and cash flow scenarios
- Week 3: Prepare identification letter support materials
Frequently Asked Questions
Can a mixed-use property qualify for a 1031 exchange in Seattle, WA?
Yes, if it is held for investment or productive use. We confirm lease structures, tenancy, and holding intent to demonstrate compliance in Seattle, WA.
How do you handle shared expenses?
We review CAM reconciliations, shared utility meters, and HOA agreements so your projections reflect true net cash flow in Seattle, WA.
Can you model exit values by component?
Yes. We provide exit valuation scenarios for residential, retail, and office components to guide your long-term planning.
Related Services
Filter additional strategies to support your exchange.
Identification Strategy
Seattle Replacement Property Identification
Curate compliant replacement assets across Seattle, WA with documented comparables and lender-ready files.
Identification Strategy
Seattle Replacement Property Bidding Support
Draft LOIs, negotiate key terms, and maintain backup offers to protect identification lists.
Identification Strategy
Seattle Land Bank Exchange Strategy
Compile shovel-ready and entitlement-stage land with hold cost analysis and exit strategies.
Asset Class Expertise
Puget Sound NNN Property Search
Source single tenant triple net investments with corporate guarantees, stress-tested leases, and clear maintenance histories.
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 Mixed-Use Exchange Planning
Share your timeline, equity targets, and lender objectives. We respond within one business day.