My WordPress

Case Studies

Executed scenarios & structural patterns

Anonymized breakdowns of how these strategies played out — the structure, the recovery, and the documentation that held.

Bonus Depreciation · QIP

$11.4M in year-one recovery on a $58M retail-to-office conversion

Cost segregation reclassified more than a quarter of basis into accelerated schedules in the first filing year.

Historic Tax Credit

$6.2M in credits on a $31M historic warehouse rehabilitation

A certified Part 2-3 path turned a deteriorating landmark into a credit-bearing mixed-use asset.

QIP

$3.8M reclassified as QIP across a 9-suite medical office buildout

Interior improvements captured the 15-year life instead of a 39-year schedule.

Opportunity Zones

$9.7M gain deferred into a ground-up QOF development

A capital gain from a separate exit was redeployed into a qualifying zone with a ten-year exclusion thesis.

Bonus Depreciation

$4.6M first-year deduction on a $42M multifamily acquisition

A cost-seg study at acquisition front-loaded deductions to offset LP distributions.

Historic · QIP

$8.1M combined benefit on a downtown adaptive-reuse block

Stacking historic credits with QIP treatment turned a stalled rehab into a financeable structure.