Tax Strategies for Real Estate Investors

Maximize depreciation, minimize taxes. Our cost segregation studies and real estate tax strategies have saved investors millions.

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$2.8M+RE Client Savings
350+Properties Analyzed
$247KAvg Savings/Client
100%IRS Compliant

Real Estate Tax Services

From cost segregation to 1031 exchanges, we cover every angle of real estate tax optimization.

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Cost Segregation Studies

Accelerate depreciation on investment properties. Reclassify components into 5, 7, and 15-year property for massive Year 1 deductions.

  • Component-level engineering analysis
  • 5, 7, and 15-year reclassification
  • Bonus depreciation under IRC 168(k)
  • Lookback studies for existing properties
  • Audit-ready documentation
Savings: 25-35% of Purchase Price in Year 1
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Short-Term Rental Strategy

STR properties qualify for unique tax benefits under the 7-day rule. Offset W-2 income with rental losses.

  • Material participation qualification
  • Average rental period documentation
  • Passive to non-passive loss conversion
  • STR-specific cost segregation (39-year)
  • W-2 income offset strategies
Offset $100K-$500K+ in W-2 Income
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1031 Exchange Planning

Defer capital gains taxes when selling. We handle strategy, timeline, and QI coordination.

  • Like-kind exchange structuring
  • Identification period strategy
  • Reverse exchange planning
  • Improvement exchange coordination
  • Delaware Statutory Trust analysis
100% Capital Gains Deferral
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Prior-Year Amendment Recovery

Own properties for years without a cost seg? Recover depreciation through amendments or Form 3115.

  • Three-year amended return analysis
  • Form 3115 change of accounting method
  • Catch-up depreciation in single year
  • IRS refund maximization
Average Recovery: $75K-$400K
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Opportunity Zone Investing

Invest capital gains into QOZs for tax deferral and potential gain elimination after 10 years.

  • Qualified Opportunity Fund structuring
  • Capital gains deferral strategies
  • 10-year hold planning
  • Multi-asset QOZ portfolio design
Tax-Free Appreciation After 10 Years
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Real Estate Professional Status

Qualifying as RE Professional under IRC 469(c)(7) unlocks unlimited loss deductions against any income.

  • 750-hour qualification documentation
  • Material participation tracking
  • Grouping election strategy
  • Audit defense documentation
Unlock Unlimited Loss Deductions

Cost Segregation: Before vs. After

How a cost seg study transforms your tax picture on a $500K rental property.

CategoryWithout Cost SegWith Cost Seg
Depreciation MethodStraight-line (27.5/39 yr)Accelerated (5, 7, 15 yr)
Year 1 Depreciation$14,545$175,000
Year 1 Tax Savings (37%)$5,382$64,750
5-Year Cumulative Savings$26,909$192,500
IRS CompliantYesYes - IRC 168
DocumentationBasicEngineering-Based Report

Property Types We Serve

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Single Family

LTR & STR

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Multi-Family

Duplexes to 100+ units

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Short-Term Rentals

Airbnb & VRBO

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Commercial

Office, retail, mixed-use

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Industrial

Warehouses & flex

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Self-Storage

Climate & non-climate

Real Estate Tax FAQ

What is a cost segregation study?

An IRS-approved engineering analysis that reclassifies building components from 27.5/39-year to 5, 7, and 15-year categories, accelerating depreciation deductions significantly.

Can I do a cost seg on a property I have owned for years?

Yes. Lookback studies recover missed depreciation in a single year through Form 3115 or amended returns going back 3 years.

How does the STR tax strategy work?

STR properties with average rental periods of 7 days or less are not passive. With material participation (100+ hours), losses offset W-2 and business income.

Is bonus depreciation still available?

Yes. Under OBBBA, 100% bonus depreciation is permanent. The full accelerated depreciation from a cost seg can be taken in Year 1.

How much does a cost segregation study cost?

Our studies are $1 per square foot. A 2,000 sq ft property costs $2,000. Typical savings are 25-35x the study cost.

Do I need Real Estate Professional status?

Not necessarily. The STR loophole allows non-RE professionals to offset W-2 income with rental losses if the property has a 7-day average rental period and you materially participate.

Maximize Your Real Estate Tax Savings

Every month you wait is money left on the table. Get a free property analysis today.

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