Our innovative program allows property owners to effectively monetize depreciation benefits from taxes already paid. After completing a cost segregation study that identifies accelerated depreciation opportunities, you can receive a refund of the taxes you’ve already paid on your property. This means you don’t have to wait years to realize the value of your depreciation deductions – you can receive a check for up to 85% of the expected tax benefit value within just 45 days.

A cost segregation study is an engineering-based analysis that identifies and reclassifies property components that are eligible for accelerated depreciation. This process allows property owners to depreciate certain components over 5, 7, or 15 years instead of the standard 27.5 or 39 years, resulting in significant tax savings and improved cash flow.

Our 1031 Fund Exchange allows you to sell your investment property and move the proceeds directly into our specialized investment funds completely tax-free. The process is facilitated through a qualified intermediary who ensures IRS compliance. Unlike traditional 1031 exchanges where you must identify and purchase a replacement property, our fund solution eliminates the property search burden while still providing you with all the tax benefits of Section 1031 of the Internal Revenue Code.

Commercial properties (office buildings, retail centers, industrial facilities), multi-family residential properties, and hospitality properties typically benefit most from cost segregation and 1031 exchanges. However, any investment property with a basis of $500,000 or more can generally benefit from a cost segregation study, and most investment real estate can qualify for 1031 exchanges, regardless of type or value.

The savings vary depending on your specific situation, but cost segregation studies typically identify 20-40% of a property’s value as eligible for accelerated depreciation. This can result in substantial tax savings, especially in the early years of ownership. For 1031 exchanges, you can potentially defer 100% of the capital gains tax that would otherwise be due on the sale of your investment property, which can be 15-20% of your gain plus depreciation recapture taxes.

Yes, both cost segregation and 1031 exchanges are completely legal and IRS-recognized strategies when properly executed. Our team follows all IRS guidelines and requirements to ensure your tax strategy is fully compliant. We provide robust documentation that can withstand IRS scrutiny in the event of an audit.