Tax & Investment Strategies for

Commercial And Multi-Family Real Estate Owners

Cost Segregation

Cost Segregation is the process of identifying specific assets within investment real estate properties that qualify for preferential tax treatment. The typical Safe Harbour study provides a level of detail not found in most cost segregation studies, providing owners with additional benefit both now and in the future.

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Repair vs. Capitalization

Under the Tangible Property Regulations, many improvements that are routinely capitalized can be expensed instead. Safe Harbour provides a methodical analysis and detailed report that outlines which assets qualify for expensing and the tests that justify this treatment.

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Partial Asset Disposition

A companion to the Repair and Capitalization Study, a Partial Asset Disposition Study determines the write-off value for assets that are removed as part of a renovation. Because these assets are not identified on depreciation schedules, owners will miss the available deduction if they are not segregated.

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179D & 45-L Energy Effeciency

Members of our engineering team perform energy models and site audits to maximize the benefits of tax incentives 179D and 45L The energy tax credits apply to efficiency improvements to three types of building components: lighting, HVAC, and the building envelope. Currently these credits are limited for years prior to 2017.

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Research and Development

The Research and Development (R&D) Tax Credit is a permanent federal tax incentive created to stimulate innovation, technical design and manufacturing within the U.S. Many states have similar incentives. Nearly 70% of the companies who could use these credits are unaware they qualify. Ask us about this potentially valuable incentive.

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Single Family Rental Modeling

Our Modeling Program was designed to provide a cost-effective method for owners of single family rental properties to get the benefits of cost segregation without the expense. This service is limited to properties with a depreciable basis (building only not land) of $500,000 or less.

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Our strategy is simple.

Our team of advisors will help you every step of the way in determining all the available tax deductions and incentives that are available and set up a plan that works for you.

Schedule an appointment today.