First filter
Lifecycle stageAcquire, build, hold, renovate, sell, or advisor collaboration.Resource center
Find the right CRE tax resource for the next decision.
Explore guides, case studies, checklists, videos, and planning notes organized by timing, service area, and advisor-ready next step.
- PublishedPublished resources
- 31
- Service areas
- 8
- FormatsResource formats
- 4
Decision library
Use resources by planning pressure, not by title hunting.
Each asset is meant to help an owner or advisor route the next conversation before records, deadlines, or return positions lock in.Second filter
Output typeGuide, Checklist, and Case Study appear as directory filters. Videos stay grouped below for faster review.Final check
4 activePick the asset that matches the question in front of the owner.Searchable planning library
Search by the question, document, service lane, or owner pressure point.
Search by issue, timing, service lane, or document type. Each resource carries clear context for owners, advisors, and modern search tools, so the next planning question is easier to route.
Visible4/31
LensCost Segregation
Formats3 written + videos
Current library view
4 of 31 resources matched to stage: Hold, service: Cost Segregation.
Recommended starting pointstage: Hold | service: Cost Segregation
Catch-Up Depreciation Case Study: Shopping Center Portfolio
A shopping-center portfolio case study on how Form 3115 catch-up depreciation turned long-trapped deductions into current planning capital.
Planning asset
Cost Segregation
Case StudyHoldUpdated 2026-06-26
Recapture Myth Case Study: Multifamily Cost Segregation
A multifamily case study showing why depreciation recapture should be modeled instead of used as a blanket reason to avoid cost segregation.
Decision helped
Cost SegregationBest timing
Before annual review closesUse it for
Studying applied proofBuilt for owner, investor, CPA review
View resource
Planning asset
Cost Segregation
Case StudyHoldUpdated 2026-06-26
Rental Portfolio Case Study: The $842,000 Long View
A smaller-portfolio case study on how modest recurring tax savings can compound when owners reinvest the benefit over time.
Decision helped
Cost SegregationBest timing
Before annual review closesUse it for
Studying applied proofBuilt for owner, investor, CPA review
View resource
Planning asset
Cost Segregation
Case StudyHoldUpdated 2026-07-06
Missed Depreciation Case Study: The Cost of Waiting
A long-hold portfolio case study showing how modest annual missed depreciation can become a large lost compounding opportunity.
Decision helped
Cost SegregationBest timing
Before annual review closesUse it for
Studying applied proofBuilt for owner, investor, advisor, CPA review
View resourceVideo Resources
Commercial real estate tax planning videos.
Short JPOPE briefings for acquisition, ownership, depreciation, credits, appeals, entity planning, sales, and advisor conversations.
