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Real Estate Investors

Cost segregation, 1031s, and depreciation that actually moves the needle.

Depreciation strategy, entity layering, and like-kind exchanges built around your portfolio.

5-7x
First-year depreciation boost
750hr
REPS qualification threshold
180d
1031 exchange closing window
What we see

The patterns that cost you most.

Cash flow without tax shelter

You're collecting rent but writing checks to the IRS instead of compounding.

Depreciation underused

Buildings depreciate over 27.5 or 39 years by default — without a study, you're leaving years of deductions on the table.

1031 exchanges fumbled

45-day identification and 180-day closing windows have unforgiving deadlines.

How we work

Strategies that map to your reality.

01

Cost segregation studies

Engineering-based reclassification of building components into 5-, 7-, and 15-year property — accelerating six- and seven-figure deductions into year one.

20-35% of building value reclassified
02

Real estate professional status

750-hour and material participation tests turn passive losses into ordinary deductions against W-2 or business income.

Unlimited passive loss offset
03

1031 exchange orchestration

QI coordination, identification strategy, and reverse-exchange structuring across portfolios.

100% deferred capital gain
Common questions

FAQs.

Is cost segregation worth it on a smaller property?+

Generally worthwhile above $500K basis. We provide a free benefit estimate before commissioning the study.

Can my spouse claim REPS while I keep my W-2?+

Yes — only one spouse needs to qualify, and it shelters losses against your combined income.

Other verticals

Ready for an industry-specific strategy?

Book a strategy call. We'll review your last return and identify exposure before quoting any engagement.

Book a strategy call