Case Study: $40K Year 1 Tax Savings on First STR Investment
A high-income physician used a proactive cost segregation and STR strategy to generate $100,000+ in Year 1 losses and $40,000+ in federal tax savings on a $350K short-term rental property — all while maintaining flexibility for the future.
Case Study: $19K Year 1 Tax Savings Using an STR ADU Strategy
A California homeowner converted a newly built ADU into a short-term rental and used cost segregation with 100% bonus depreciation to generate $83,000 in depreciation deductions — producing ~$19,000 in federal tax savings while earning $40,000 in annual rental income.
Case Study: Multifamily Portfolio Expansion Through Tax Strategy
A family-owned real estate group combined cost segregation, REPS qualification, and strategic renovation timing to generate $200,000+ in federal tax savings in 2024 — freeing up enough cash flow to fund a second multifamily acquisition within 12 months.
Case Study: $148K Tax Savings Using the “One Big Beautiful Bill Act”
A Texas real estate professional leveraged 100% bonus depreciation under the newly enacted OBBBA and REPS qualification to unlock $148,000 in Year 1 federal tax savings on a $1.8M multifamily acquisition — while positioning his portfolio for long-term growth through 2029.
Case Study: $420K Tax Savings on a 200-Unit Renovation
A Georgia-based real estate partnership used cost segregation, domestic sourcing strategy, and phased renovation timing to position $1.2M in assets for bonus depreciation — generating ~$420,000 in estimated federal tax savings while mitigating $150,000 in tariff costs.
