95 Percent Portfolio Oversight
Portfolio execution oversight for exchanges identifying numerous replacement properties.
Overview
Large exchange portfolios rely on disciplined sequencing. We coordinate inspections, closing calendars, and intermediary reporting so investors acquire at least 95 percent of the identified value.
Highlights
- Portfolio dashboards covering every property, escrow, and lender milestone.
- Cash flow staging to ensure equity and debt resources align with closing order.
- Daily status updates during critical closing windows.
Deliverables
- Portfolio execution schedule with responsible parties for each task.
- Risk mitigation memo identifying bottlenecks and required approvals.
- Post-closing reconciliation package summarizing settlement statements.
Educational content only. Not tax or legal advice.
Consult a Qualified Intermediary and tax advisor before acting.
Frequently Asked Questions
When should the 95 percent rule be used?
The rule becomes relevant when an investor identifies numerous assets and expects to close on nearly all of them within 180 days.
How are daily updates handled?
We distribute concise morning summaries covering inspections, financing, and document status for every Phoenix closing.
Can multiple intermediaries participate?
We coordinate across one or more qualified intermediaries to keep documentation synchronized.
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Ready to get started?
Discuss your exchange timeline and replacement objectives with our Phoenix team.
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