Did you know you can do cost segregation on virtually any property? Cost segregation identifies assets and costs within a property in order to accelerate depreciation. In return, this generates ...

As a rule of thumb, investment real estate is purchased for three reasons: income, appreciation and tax shelter. Cash flow and appreciation arguably play the biggest role in determining the worthiness ...

For a real estate investor or property owner, a cost segregation study is an opportunity that can offer significant tax savings. To help understand this tax strategy and how it can benefit a property ...

Cost segregation is a powerful tool that can benefit retirees who own commercial properties by optimizing their savings and offsetting taxes — particularly when it comes to converting a traditional ...

Multifamily investment returns come from three sources: income, appreciation and tax benefits. While income and appreciation are widely understood, the tax benefits tend to be less well known. Real ...

Learn how segregation protects client investments in the securities industry by keeping assets separate. Explore its definition, examples, and implications for investors.

Real estate owners have limited options to pull cash out of a 1031 exchange without having to pay income tax. With proper tax planning, this problem can be solved with a cost segregation study. The ...

Not long ago, I met with the CFO of a healthcare REIT that owned dozens of outpatient facilities across several states. They had used the same CPA firm for years. Solid, reputable, but not specialized ...

There are two primary methods for expensing real estate costs: the traditional straight-line method and an engineering-based cost segregation method. Cost segregation, particularly now, renders a ...

Recently, I received a call from a CPA firm whose client had incorrectly handled a retroactive cost segregation study. In this case, their team did not realize they had to file a Form 3115 in order to ...

Not long ago, I sat down with an investor who owned a portfolio of manufacturing plants, office space, and a few mixed-use developments. For years, they let their general tax provider handle cost ...

Earlier this year, a multifamily property owner I advise was assessing a cost segregation study for a recently acquired 180-unit complex. They were leaning toward a provider offering a fully remote ...