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Case Study: How a $500,000 Rental Generated $19k+ in Tax Savings

Sep 2024 5 min read

Let's walk through a real-world scenario. An investor, Sarah, buys a single-family home to use as a rental property for $500,000. Her county assesses the land value at $100,000, so her building's basis for depreciation is $400,000.

Without Cost Segregation

Standard depreciation would allow Sarah to deduct her $400,000 basis over 27.5 years. Her annual depreciation deduction would be approximately $14,545.

With Rental Write Off

Sarah uses our platform to perform a cost segregation study. The process is simple:

  1. She answers our guided questions about the property.
  2. She takes photos of each room and key exterior features using our checklist.
  3. Our AI analyzes the data and identifies that $85,000 of the property's value can be reclassified into shorter-life assets (carpets, appliances, fixtures, driveway, etc.).

Thanks to 100% bonus depreciation (check current tax law for applicability), Sarah can deduct the entire $85,000 of reclassified assets in the first year. Her total first-year depreciation deduction is now:

  • $85,000 (from 5 and 15-year property)
  • $11,454 (from the remaining 27.5-year property)
  • Total: $96,454

This is an additional $81,909 in deductions in the first year alone. If Sarah is in the 24% tax bracket, this translates to a direct, first-year tax savings of approximately $19,658. The cost of the report paid for itself many times over in the very first year.