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Cost Segregation Services
FF&E Valuation
Purchase Price Allocations
Estimates
Benefit Analysis for Cost Segregation
Benefit Analysis for Furniture & Fixture Valuation
Benefit Analysis for Purchase Price Allocations
Appraisal & Valuation
Machinery & Equipment Valuation
Research & Development Tax Credits
Section 179D Commercial Buildings Energy Efficiency Tax Deduction
Commercial Real Property
Business Valuation
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Our Book
Articles
Property Types We Serve
Referral Partnership Program
About Us
Contact Us
Our Services
Cost Segregation Services
FF&E Valuation
Purchase Price Allocations
Estimates
Benefit Analysis for Cost Segregation
Benefit Analysis for Furniture & Fixture Valuation
Benefit Analysis for Purchase Price Allocations
Appraisal & Valuation
Machinery & Equipment Valuation
Research & Development Tax Credits
Section 179D Commercial Buildings Energy Efficiency Tax Deduction
Commercial Real Property
Business Valuation
Resources
Our Book
Articles
Property Types We Serve
Referral Partnership Program
About Us
Contact Us
Benefit Analysis for
Cost Segregation
Please Fill Out the Form Completely as Possible to Provide an Accurate Analysis
"
*
" indicates required fields
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This field is for validation purposes and should be left unchanged.
OWNER INFORMATION / REPORT PREPARED FOR:
Entity Name:
*
Contact Name:
*
First
Last
Contact Mailing Address:
*
Street Address
Address Line 2
City
State / Province / Region
ZIP / Postal Code
Contact Email:
*
Contact Phone:
*
Who Referred You?:
Referral partner? Learn about our
Referral Partnership Program
.
Number of Properties
1
2
3
4
5
6
7
8
9
10
PROPERTY 1:
Property Address:
*
Street Address
Address Line 2
City
State / Province / Region
ZIP / Postal Code
Purchased Date:
*
MM slash DD slash YYYY
Purchase Price / Construction Cost:
*
Major Renovation Cost:
Has the Renovations / Construction Been Completed:
Yes
No
Renovation Completion Date:
Only enter date if renovations are completed
MM slash DD slash YYYY
Building Type/Usage:
*
(e.g., apartments, auto dealership, office etc)
Building Square Footage:
*
Number of Buildings:
*
Please enter a number greater than or equal to
1
.
Number of Floors:
Number of Tenants:
Type of Tenants:
Was the building purchased with a 1031 exchange?:
Yes
No
Cost Basis For Cost Segregation Study:
This field is hidden when viewing the form
Annual Property Tax:
PROPERTY 2:
Entity Name:
*
Same as above? Leave as is. Different LLC? Type the new name.
Property Address:
*
Street Address
Address Line 2
City
State / Province / Region
ZIP / Postal Code
Purchased Date:
*
MM slash DD slash YYYY
Purchase Price / Construction Cost:
*
Major Renovation Cost:
Has the Renovations / Construction Been Completed:
Yes
No
Renovation Completion Date:
Only enter date if renovations are completed
MM slash DD slash YYYY
Building Type/Usage:
*
(e.g., apartments, auto dealership, office etc)
Building Square Footage:
*
Number of Buildings:
*
Please enter a number greater than or equal to
1
.
Number of Floors:
Number of Tenants:
Type of Tenants:
Was the building purchased with a 1031 exchange?:
Yes
No
Cost Basis For Cost Segregation Study:
PROPERTY 3:
Entity Name:
*
Same as above? Leave as is. Different LLC? Type the new name.
Property Address:
*
Street Address
Address Line 2
City
State / Province / Region
ZIP / Postal Code
Purchased Date:
*
MM slash DD slash YYYY
Purchase Price / Construction Cost:
*
Major Renovation Cost:
Has the Renovations / Construction Been Completed:
Yes
No
Renovation Completion Date:
Only enter date if renovations are completed
MM slash DD slash YYYY
Building Type/Usage:
*
(e.g., apartments, auto dealership, office etc)
Building Square Footage:
*
Number of Buildings:
*
Please enter a number greater than or equal to
1
.
Number of Floors:
Number of Tenants:
Type of Tenants:
Was the building purchased with a 1031 exchange?:
Yes
No
Cost Basis For Cost Segregation Study:
PROPERTY 4:
Entity Name:
*
Same as above? Leave as is. Different LLC? Type the new name.
Property Address:
*
Street Address
Address Line 2
City
State / Province / Region
ZIP / Postal Code
Purchased Date:
*
MM slash DD slash YYYY
Purchase Price / Construction Cost:
*
Major Renovation Cost:
Has the Renovations / Construction Been Completed:
Yes
No
Renovation Completion Date:
Only enter date if renovations are completed
MM slash DD slash YYYY
Building Type/Usage:
*
(e.g., apartments, auto dealership, office etc)
Building Square Footage:
*
Number of Buildings:
*
Please enter a number greater than or equal to
1
.
Number of Floors:
Number of Tenants:
Type of Tenants:
Was the building purchased with a 1031 exchange?:
Yes
No
Cost Basis For Cost Segregation Study:
PROPERTY 5:
Entity Name:
*
Same as above? Leave as is. Different LLC? Type the new name.
Property Address:
*
Street Address
Address Line 2
City
State / Province / Region
ZIP / Postal Code
Purchased Date:
*
MM slash DD slash YYYY
Purchase Price / Construction Cost:
*
Major Renovation Cost:
Has the Renovations / Construction Been Completed:
Yes
No
Renovation Completion Date:
Only enter date if renovations are completed
MM slash DD slash YYYY
Building Type/Usage:
*
(e.g., apartments, auto dealership, office etc)
Building Square Footage:
*
Number of Buildings:
*
Please enter a number greater than or equal to
1
.
Number of Floors:
Number of Tenants:
Type of Tenants:
Was the building purchased with a 1031 exchange?:
Yes
No
Cost Basis For Cost Segregation Study:
PROPERTY 6:
Entity Name:
*
Same as above? Leave as is. Different LLC? Type the new name.
Property Address:
*
Street Address
Address Line 2
City
State / Province / Region
ZIP / Postal Code
Purchased Date:
*
MM slash DD slash YYYY
Purchase Price / Construction Cost:
*
Major Renovation Cost:
Has the Renovations / Construction Been Completed:
Yes
No
Renovation Completion Date:
Only enter date if renovations are completed
MM slash DD slash YYYY
Building Type/Usage:
*
(e.g., apartments, auto dealership, office etc)
Building Square Footage:
*
Number of Buildings:
*
Please enter a number greater than or equal to
1
.
Number of Floors:
Number of Tenants:
Type of Tenants:
Was the building purchased with a 1031 exchange?:
Yes
No
Cost Basis For Cost Segregation Study:
PROPERTY 7:
Entity Name:
*
Same as above? Leave as is. Different LLC? Type the new name.
Property Address:
*
Street Address
Address Line 2
City
State / Province / Region
ZIP / Postal Code
Purchased Date:
*
MM slash DD slash YYYY
Purchase Price / Construction Cost:
*
Major Renovation Cost:
Has the Renovations / Construction Been Completed:
Yes
No
Renovation Completion Date:
Only enter date if renovations are completed
MM slash DD slash YYYY
Building Type/Usage:
*
(e.g., apartments, auto dealership, office etc)
Building Square Footage:
*
Number of Buildings:
*
Please enter a number greater than or equal to
1
.
Number of Floors:
Number of Tenants:
Type of Tenants:
Was the building purchased with a 1031 exchange?:
Yes
No
Cost Basis For Cost Segregation Study:
PROPERTY 8:
Entity Name:
*
Same as above? Leave as is. Different LLC? Type the new name.
Property Address:
*
Street Address
Address Line 2
City
State / Province / Region
ZIP / Postal Code
Purchased Date:
*
MM slash DD slash YYYY
Purchase Price / Construction Cost:
*
Major Renovation Cost:
Has the Renovations / Construction Been Completed:
Yes
No
Renovation Completion Date:
Only enter date if renovations are completed
MM slash DD slash YYYY
Building Type/Usage:
*
(e.g., apartments, auto dealership, office etc)
Building Square Footage:
*
Number of Buildings:
*
Please enter a number greater than or equal to
1
.
Number of Floors:
Number of Tenants:
Type of Tenants:
Was the building purchased with a 1031 exchange?:
Yes
No
Cost Basis For Cost Segregation Study:
PROPERTY 9:
Entity Name:
*
Same as above? Leave as is. Different LLC? Type the new name.
Property Address:
*
Street Address
Address Line 2
City
State / Province / Region
ZIP / Postal Code
Purchased Date:
*
MM slash DD slash YYYY
Purchase Price / Construction Cost:
*
Major Renovation Cost:
Has the Renovations / Construction Been Completed:
Yes
No
Renovation Completion Date:
Only enter date if renovations are completed
MM slash DD slash YYYY
Building Type/Usage:
*
(e.g., apartments, auto dealership, office etc)
Building Square Footage:
*
Number of Buildings:
*
Please enter a number greater than or equal to
1
.
Number of Floors:
Number of Tenants:
Type of Tenants:
Was the building purchased with a 1031 exchange?:
Yes
No
Cost Basis For Cost Segregation Study:
PROPERTY 10:
Entity Name:
*
Same as above? Leave as is. Different LLC? Type the new name.
Property Address:
*
Street Address
Address Line 2
City
State / Province / Region
ZIP / Postal Code
Purchased Date:
*
MM slash DD slash YYYY
Purchase Price / Construction Cost:
*
Major Renovation Cost:
Has the Renovations / Construction Been Completed:
Yes
No
Renovation Completion Date:
Only enter date if renovations are completed
MM slash DD slash YYYY
Building Type/Usage:
*
(e.g., apartments, auto dealership, office etc)
Building Square Footage:
*
Number of Buildings:
*
Please enter a number greater than or equal to
1
.
Number of Floors:
Number of Tenants:
Type of Tenants:
Was the building purchased with a 1031 exchange?:
Yes
No
Cost Basis For Cost Segregation Study:
ENGINEERING STUDIES REQUESTED:
Cost Segregation
179D Energy Tax Study
Disposition Study (Pre renovation)
Energy Reduction Study / Review
Type of Job:
Purchase
New Construction
Retrofit/ Renovation
Addition
Tenant Improvement
REQUIRED COST SEGREGATION INFORMATION CHECKLIST:
Please submit the following documents.
Purchased Property:
Depreciation Schedules
Appraisal
Closing Doc
Site plans
As built Plans
Renovation cost detail (AIA Doc)
Renovation prints / drawings
New Construction:
Construction Cost / AIA Document
Full set of blue prints including mechanical and electrical plans
Contact form
Contact Us
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