200 Percent Rule Planning
Plan your identification strategy using the 200 percent rule for multiple property options.
200 percent rule planning helps Jacksonville, FL investors understand and implement the IRS rule that allows identification of unlimited replacement properties if their combined value does not exceed 200 percent of the relinquished property value. We provide guidance on property selection, value calculations, and identification letter preparation. Investors have 45 calendar days from their relinquished property sale to identify replacement properties, and 180 calendar days to close. We coordinate with Qualified Intermediaries to ensure proper escrow handling and documentation.
Related Services
Multifamily Property Identification
Find garden, mid-rise, and mixed-income multifamily properties across Duval, Clay, and St. Johns counties.
Industrial Warehouse Identification
Locate warehouse, flex, and cold storage sites supporting JAXPORT, Cecil Commerce, and I-95 corridors.
Retail NNN Property Identification
Find coastal strip centers, single-tenant NNN, and hospitality assets near ports and interstates.
Medical Office Identification
Locate health campuses, surgery centers, and professional condos with long-term credit tenants.
What We Include
- •200 percent rule explanation and eligibility
- •Property value calculation guidance
- •Identification letter template preparation
- •Qualified Intermediary coordination
- •45 day identification deadline tracking
- •180 day closing deadline coordination
- •Boot planning considerations
- •Exchange documentation support
Common Situations
Investor seeking to identify more than three replacement properties
Portfolio owner needing flexibility with multiple property options
Investor comfortable with value calculations and fair market value estimates
Frequently Asked Questions
How does the 200 percent rule work in Jacksonville?+
The 200 percent rule allows investors in Jacksonville, FL to identify unlimited replacement properties if their combined fair market value does not exceed 200 percent of the relinquished property value. This provides flexibility for investors seeking multiple properties.
What are the requirements for the 200 percent rule?+
To use the 200 percent rule in Jacksonville, FL, you must identify replacement properties in writing within 45 days. The combined fair market value of identified properties cannot exceed 200 percent of your relinquished property value.
Can I use both the three property and 200 percent rules?+
No, you must choose either the three property rule or the 200 percent rule in Jacksonville, FL. You cannot combine both approaches. The three property rule is simpler but limits you to three properties, while the 200 percent rule allows more properties but requires value calculations.
How is boot handled under the 200 percent rule?+
Boot received in a 200 percent rule exchange in Jacksonville, FL is taxable up to the amount of capital gain realized. To defer 100 percent of the gain, reinvest the full net equity and replace equal or greater debt.
Educational content only. Not tax, legal, or investment advice. A 1031 exchange defers federal and Florida income tax on qualifying real property. It does not remove documentary stamp or transfer fees.
Ready to Get Started with 200 Percent Rule Planning?
Our Jacksonville-based team helps investors stay compliant, on time, and fully informed throughout the exchange process.