Case Studies

Cost Segregation for Big Box Retail Centers

A Comprehensive Source Advisors Case Study

Cost Segregation for Big Box Retail Centers

Retail complexes present unique tax challenges and opportunities. This case study illustrates how Source Advisors optimized a multi-tenant retail property’s acquisition costs for substantial tax benefits.

LIFO Retailer

The Source Advisors Solution

The Source Advisors Cost Segregation engineers were engaged to analyze the acquisition cost. They then applied a cost model to allocate the purchase price to various trades and building components.

Our engineers conducted a thorough inspection of the property where estimates were performed. Key property personnel were also interviewed, and a detailed report was delivered, identifying and documenting all the components that qualify for a shorter tax life.

Financial Results

After our meticulous study, Source Advisors was able to achieve the following:

26% or

Reclassified as 15-year land improvements

20% or

Reclassified as 5-year tangible personal property

Thanks to these reclassifications, the dealership is eligible for 100% bonus depreciation under the Tax Cuts and Jobs Act.

Request a Cost Segregation Proposal

Get Started Today!

By employing an in-depth Cost Segregation analysis, Source Advisors successfully translated the big box retailer’s construction expenditures into significant tax reductions.

Don’t leave money on the table. Contact Source Advisors to find out how Cost Segregation can work wonders for your bottom line.

Discover the Source Advisors Difference

Our industry experience with cost segregation has helped businesses claim billions of dollars in tax credits and incentives.

Our engineers excel at delineating construction costs to yield the highest tax benefits.

Our 40-year history of achieving substantial tax credit savings for clients across various industries is a testament to our commitment and expertise.

Our thorough reporting ensures every qualifying cost is adeptly reclassified.

Our dedicated support team is readily available to guide you through every step of the process, ensuring a smooth and stress-free experience.

Our recommendations stand in full compliance with tax legislations, offering clients unmatched peace of mind.

Related Case Studies