Cost Segregation
What is Cost Segregation?
A cost segregation study focused on engineering is a strategic tax planning method that significantly reduces the tax burden associated with real estate. This cost-effective approach offers substantial financial benefits for owners of commercial properties, and Realm Advisors is here to assist you in leveraging this opportunity.
We are proud to partner with CSSI and Veritax, renowned leaders in cost segregation services, to maximize your financial benefits. Together, they have completed over 50,000 studies, offering deep industry expertise.
Book an introductory call to learn more, or if you’re ready to get started straight away, click on “Start my analysis” to provide your property details. Your no-obligation Cost Segregation analysis will then be sent to you within 48 hours.
Realm Advisors helps taxpayers save millions through accelerated depreciation and repair regulations studies.
We help you reduce your tax bill, whilst ensuring your tax compliance.
REDUCE YOUR TAX BILL
INCREASE CASH FLOW
STAY COMPLIANT
How Does Cost Segregation Work?
Discover and Reclassify
We assist real estate owners in identifying rapidly depreciating assets and reclassifying them into their IRS-approved categories.
Reduce Taxes
Cost segregation lowers your taxable income, helping you save on taxes and retain more money for future investments.
Boost Profitability
Cost segregation enables you to enhance the value of your real estate investments and increase profitability.
Retroactive applications
Cost segregation studies can be performed on existing properties, allowing businesses to claim missed depreciation deductions from previous years.
Is my property eligible?
Curious if your property aligns with our services? We specialize in a range of asset classes.
RESIDENTIAL
Short Term Residential
e.g. Airbnb, Vrbo, etc.​
Mid Term Residential
e.g. furnished 30 day leases
Long Term Residential
e.g. Traditional Investment
COMMERCIAL
Apartment
Golf Course
Manufacturing Facility
Retail Store
Auto Dealership
Grocery Store
Medical Center
Self Storage Facility
Casino
Healthcare Facility
Office Building
Shopping Mall
Distribution Center
Hotel/Motel
Resort
Sports Facility
Funeral Home
Industrial Building
Restaurant
Warehouse
How does the process work?
2
Cost Segregation Analysis Review
Within two business days of receiving your property details, we will deliver a preliminary Cost Segregation Analysis. This analysis will provide two key pieces of information:
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A conservative estimate of your potential tax savings.
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Your cost for the Cost Segregation Study.
Please note that our initial Cost Segregation Analysis is provided to you at no charge.
3
Analysis Approval and Data Collection
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The Engagement Letter signed and a deposit of 50% of the total study cost is taken
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Data Collection
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In-person, 3rd party, IRS preferred, Site Survey​
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Blueprints and documentation of any capital improvements collected
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Engineering
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Our engineering-based process will produce your Cost Segregation Study in 4-6 weeks from receiving all data
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4
Completion of your Cost Segregation Study
We will deliver a written report with the asset detail supporting the reclassification and completion of the necessary tax forms and assist your tax professional in the completion of all applicable tax forms.
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