Investment Property Tax Incentives
Don’t do another real estate transaction without talking to the experts at CORE first.
Engineered Cost Segregation
A cost segregation study reclassifies 39-year (commercial) and 27.5-year (residential) property into 5-year personal property and 15-year land improvements. Electrical, plumbing, mechanical systems, site improvements, and hundreds of other components. Translating into immediate cash flow. Under the passing of the One Big Beautiful Bill, our clients can now enjoy 100% bonus depreciation and take the entire deduction in year one, significantly increasing your first-year tax savings. If you don’t need it all, no problem. You can now spread it out up to 20 years. This is one of the best tax strategies for creating TIME VALUE OF MONEY.
- Typical value
- $50K to $2M+ first-year savings
- Best fit
- Commercial real estate owners with $500K+ depreciable basis
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Additional Real Estate Tax Strategies
Beyond cost segregation, CORE leverages its 20-year experience and credentials to look across the tax code for what else is available. Disposition of replaced assets, property tax position, and the timing of deductions across entities and tax years.
- Typical value
- Varies by holding and structure
- Best fit
- Owners and investors with multiple properties or entities
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The CORExchange Platform
A ZERO COST 1031 tax-deferral service that lets real estate investors sell an investment property and reinvest the proceeds into a like-kind property without immediately paying capital gains taxes.
- Typical value
- Capital gains deferral
- Best fit
- Investors selling appreciated investment property
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Business Tax Credits and Tax Strategies
Most businesses and entrepreneurs are not maximizing advanced credits and strategies.
Research & Development Tax Credits
Only about 30% of US companies that qualify for the research credit actually claim it. The bigger the payroll, the bigger the credit. CORE has performed R&D credit studies nationally for over a decade.
- Typical value
- Hundreds of millions generated nationally
- Best fit
- Manufacturers, software, engineering and design-build firms
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Advanced Tax Strategies for High-Net-Worth Individuals
Innovative strategies for high earners looking to reduce tax and accelerate wealth. Built around the same engineering and documentation standard as every other CORE study.
- Typical value
- Varies by position
- Best fit
- Business owners and W-2 earners typically over $500k a year
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Energy Tax Incentives
The tax code offers deductions and credits to help fuel energy efficiency.
More from CORE
Specialist studies we run alongside the core three, depending on what the property and the entity need.
Disposition Study
Owners replacing or retrofitting lighting, HVAC, or roofing
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Property Tax / Appraisal
Hotels, manufacturing, malls, senior living, office, apartments
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Section 45L Tax Credit
Developers of energy-efficient residential units
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SMART Building Program
Architects, contractors and engineers nationally
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