Case Studies

Cost Segregation for a Grocery Store

A Comprehensive Source Advisors Case Study

Cost Segregation for a Grocery Store

The world of apartment complexes presents diverse challenges for cost segregation. This case study revolves around a vast 18-building garden-style apartment complex, showcasing how Source Advisors transformed the financial landscape of the property’s acquisition.

The Source Advisors Solution

Source Advisors Cost Segregation engineers were engaged to analyze the actual construction costs, in the form of contractor invoices, and allocated the cost detail to various trades and building components.

Our engineers conducted detailed estimates from the construction drawings and augmented those findings with additional estimates performed during the site visit of the property. Key property personnel were also interviewed. A detailed report was delivered, identifying and documenting all of the components that qualify for a shorter tax life.

Financial Results

Following this extensive examination, Source Advisors accomplished:

8% or

identified as 15-year land improvements.

22% or

marked as 5-year tangible personal property.

The store's results leaned towards the higher end, owing to its opulence and complex systems. And, as this was new construction introduced in 2017, the store qualified for 50% bonus depreciation.

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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.

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