See why we're the best option for portfolios

Cost segregation for your whole portfolio

We help with cost segregation for your rental portfolio

Save 10% for 3+ properties

Built for investors with more than one property

Whatever the portfolio looks like, every property gets its own study.

  • Residential rental portfolios

    We handle single-family and small multifamily rentals. Even if you acquired properties over previous tax years, we can help unlock your portfolio's bonus depreciation deductions. Look-back studies

  • Short-term rental portfolios

    Furnished properties carry more to itemize, and each listing gets its own report. Cost segregation for short-term rentals

  • Property management groups

    Order for the properties you manage under one invoice, with the same method and the same documentation standard on every report.

We handle the complicated ones

Exchanges, catch-ups, and entity structures are part of the standard study.

  • 1031 replacement properties

    If the property is part of a 1031 exchange, our cost segregation study helps accelerate depreciation on the stepped-up or carried-over basis. Cost segregation and 1031 exchanges

  • Form 3115 catch-up

    Properties you already own can catch up on missed depreciation this year as one Section 481(a) adjustment with a Form 3115 catch-up. How the catch-up works

  • Any entity structure

    Each report is prepared for the name or entity on that deed. Properties held in an LLC

Engineering you can verify

Don't settle for just any "engineering-based" study. We name every cost source and show the work.

Cited sources

Cited sources

Every price is supported by real database sources, including RSMeans, Craftsman, Price Search, and Siteworks.

Localized costs

Localized costs

Sales tax, contractor overhead, and construction costs are scaled to your area, with disclosed calculations and references.

Itemized and cross-referenced

Itemized and cross-referenced

Every component is listed individually, with its quantity, cost source, and valuation, and tied to the photo that documents it.

Built to IRS standards

Built to IRS standards

Our reports are built to the IRS's Audit Technique Guide specifications for a quality study.

We show our work on every report

Sample rows from a detailed asset schedule, with anonymized figures
Description Quantity Cost Source RCNLD
Kitchen renovation refrigerator 1 each RSMeans $1,302.85
Medicine cabinet 1 each RSMeans $177.77
Mounted drapery panels 3 each Price Search $280.02
Kitchen cabinetry 32 linear feet RSMeans $19,886.51
Kitchen countertops 52 square feet RSMeans $4,883.19
Kitchen dedicated gas hookup 1 each Siteworks $230.11
Kitchen gas range/oven 1 each RSMeans $728.88
Kitchen range electrical hookup 1 each Craftsman $160.14
Kitchen refrigerator 1 each RSMeans $952.17

Portfolio pricing

Save 10% on studies for 3 or more properties

3+ properties
$1,980 per property

$2,200 10% off every study

  • Itemized asset schedule for every property
  • Full MACRS schedule, year by year
  • CPA-ready executive summary per study
  • Delivered in 3 to 5 business days
  • One invoice, one point of contact
Start my portfolio study

Have an unusual mix? Tell us about the portfolio.

Included at no extra cost

While other firms keep up-charging, we focus on quality service at one inclusive price.

  • Audit support

    Audit support

    If the IRS questions your study, we respond at no additional cost. What Audit Support covers

    Included

  • Renovation invoices

    Renovation invoices

    Send us your invoices and construction documents for even more deductions.

    Included

  • Form 3115 catch-up

    Form 3115 catch-up

    Bought in a previous year? Catch up on missed depreciation without amending prior returns.

    Included

  • Tax assessment record search

    Tax assessment record search

    No appraisal? We pull the county tax assessor’s record to source your land value.

    Included

  • Revisions

    Revisions

    Forgot a document? Send it within one week of receiving your study and we revise it.

    Included

How we compare

With other firms, you'll pay more upfront, or in hidden costs later.

Price

Our study
$2,200 flat, published
Traditional firms
Quote-based sales process, often $5,000+
DIY & budget tools
Low, but self-service

Who does the work

Our study
US-based team of engineers
Traditional firms
Engineers
DIY & budget tools
DIY, AI, or foreign contractors

Turnaround

Our study
3 to 5 business days
Traditional firms
4 to 8 weeks
DIY & budget tools
Instant

Site visit

Our study
Completely virtual
Traditional firms
Sometimes required
DIY & budget tools
None

Documentation

Our study
Every component, with its cost source
Traditional firms
Full report
DIY & budget tools
Summary only

Audit support

Traditional firms
Varies

Portfolio questions

What investors with several properties ask before ordering.

Do I need a separate cost segregation study for each property?

Yes. Depreciation is calculated asset by asset, and each property has its own purchase price, land value, in-service date, and components. So a portfolio engagement is a set of individual reports, one per property, each with its own asset schedule and MACRS table. What you gain by ordering them together is the published portfolio rate, one invoice, and one point of contact for the whole set.

How does cost segregation work with a 1031 exchange?

A replacement property gets its own study. Its basis is set by the exchange, and the study reclassifies that basis into 5-, 7-, 15-, and 27.5-year classes from its own placed-in-service date. The study on the property you gave up does not carry over. Your CPA handles the exchange basis; we study the property they hand us. Combining cost segregation with a 1031.

Can I get one invoice for the whole portfolio?

Yes. Portfolio orders are billed together at the published rate, with each property listed on the invoice. Your reports are still delivered per property, so each one stands on its own for filing and for your records.

Does it matter if my properties are held in different LLCs?

Not for the study. Each report is prepared for the name or legal entity on that property's deed, which is one of the first things we collect at intake. Different entities simply mean different names on the reports. Your CPA applies each study to the return that entity files. Cost segregation for properties held in an LLC.

Do all my properties need to be studied at the same time?

No, and sometimes they shouldn't be. Each property depreciates from its own placed-in-service date, and bonus depreciation follows that date, so your CPA may want studies timed to particular tax years. Order what you need now and the rest later. Properties you bought in earlier years can be caught up with a look-back study at any time.

What if my portfolio doesn't fit the published rate?

Ten or more properties, a mix of residential and commercial, or something unusual about the holdings? Tell us about the portfolio with the number and type of properties and we'll price it as a group. The published rate is the floor for ordinary residential portfolios, not a ceiling on what we can do.

Every property, one price you can see.

Order the studies you need now and add the rest when the timing is right.

Start my study
Audit support includedAudit support included Engineering you can verify US-based team of engineers