Cost segregation
across a portfolio
One engineering-method study per property, priced off the published matrix with a portfolio discount, and a per-property estimate before you pay.
Illustrative only. Each property is priced from its own basis and type on the published matrix, then the discount applies to the total.
Published price per property. Discount on the total.
The discount is set by the number of studies on the engagement, not by the total dollar value. Because every line is the published per-property price, you can check the total against the pricing page rather than taking our word for it, or against an independent survey of cost segregation pricing.
Properties above the published bands, and specialty assets that need custom scoping, are quoted individually. Commercial portfolios and multi-property residential owners both run through this same engagement.
How a portfolio engagement works
Tell us about the portfolio
Addresses, roughly what you paid, and how each property is used. No forms to fill in per property yet.
We send a written quote
Priced off the published matrix with the discount applied, alongside a modeled first-year figure per property, so you see what the studies are worth before you pay.
You send the documents
The list below. Send what you have; anything missing we model instead, and we tell you which is which.
Reports come back
One engineering-method study per property, with CPA-ready schedules and supporting workpapers, in one to two business days.
What to send us
Send what you have. Anything missing we model instead, and the report says which figures are documented and which are modeled, so your CPA can see the difference. Our methodology page covers how that split is made.
Common questions
How much is the portfolio cost segregation discount?+
Two properties take 5% off, three to four take 10%, and five or more take 15%. It applies to the published per-property price for each study, so you can check the arithmetic against the pricing page rather than taking our word for the total.
Do the properties have to be the same type?+
No. A portfolio can mix single-family rentals, short-term rentals, small multifamily, and commercial. Each property is priced from its own basis and type on the published matrix, then the portfolio discount applies to the total.
Do they have to be in the same state or entity?+
No. Multi-entity and multi-state portfolios are ordinary. Tell us which entity holds which property, because that is what determines whose return each study lands on.
How fast do cost segregation reports come back for a portfolio?+
Most portfolios are back within one to two business days of payment and complete documents. Missing documents are the usual reason a study waits, which is why the document list is on this page rather than buried in an email later.
What if some properties were bought years ago?+
That is common and it is not a missed window. A change in accounting method on Form 3115 may allow a catch-up of depreciation not previously taken, claimed on a current return rather than by amending old ones. Your CPA makes that determination; we produce the study and the supporting workpapers.
Can we start with part of the portfolio?+
Yes. The discount is set by the number of studies on the engagement, so a smaller first engagement takes a smaller discount. Some owners start with the properties whose documents are already in hand and add the rest later.
More on the catch-up route for properties held a while: Form 3115 and §481(a), and a plain-English walkthrough at catchupdepreciation.com.
Tell us about your portfolio
Addresses and roughly what you paid is enough to start. We reply with a written quote and a per-property estimate, usually within one business day.
Estimate your savings in 60 seconds.
Free calculator, no signup, property-specific first-year deduction estimate.