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Rubric Financial

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Cost Segregation Calculator

Estimate the first-year tax savings from reclassifying portions of a real-estate purchase into 5-, 15-, and 39-year depreciation classes, with current-year bonus depreciation applied.

Your situation

Cost segregation reclassifies building components into shorter depreciation classes, pulling deductions forward.

Year-1 tax savings

$146,103

from accelerated depreciation, before subtracting study cost

Depreciable basis (building only)$1,600,000
5-year property reclassified$240,000
15-year property reclassified$160,000
39-year property remaining$1,200,000

Year-1 depreciation w/ cost seg$415,385
Year-1 depreciation w/o cost seg$20,513
Year-1 acceleration$394,872

Estimated study cost-$12,000
Net first-year benefit$134,103

Read this carefully

Cost segregation is a timing benefit, total depreciation is the same, just front-loaded. Bonus depreciation rate phases down each year (20% in 2026). Passive activity loss rules may defer deductions for non-real-estate-professional owners. Scope a cost seg study.

Estimates for educational purposes only, not tax, legal, investment, or accounting advice. Your specific facts will change the result; confirm with a CPA before acting.

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Coordinate with 1031 and passive loss planning

The biggest real-estate tax wins come from stacking strategies: 1031 exchange to defer the prior gain, cost segregation to accelerate the new property's deductions, and real-estate-professional status (or PAL planning) to make sure the deductions land where you want them.

See 1031 Exchange Calculator

Frequently Asked

Cost segregation questions

What is a cost segregation study?
An engineering-based analysis that reclassifies components of a real-estate purchase from 39-year (or 27.5-year residential) to shorter depreciation lives, typically 5-, 7-, and 15-year. Lighting, plumbing fixtures, parking lots, landscaping, and specialty equipment often qualify.
When does cost segregation make sense?
Best suited for commercial property over $750K-$1M, where the present value of accelerated deductions outweighs the $5K-$15K study cost. Also valuable for property already owned, Form 3115 lets you catch up on missed depreciation in the year of the study.
How does this interact with bonus depreciation?
Bonus depreciation lets you deduct 100% of qualifying 5- and 15-year property in year one. The OBBBA (July 2025) permanently restored 100% bonus depreciation for qualified property acquired and placed in service after January 19, 2025, reversing the TCJA phase-down. Cost seg is what reclassifies building components into those bonus-eligible 5/15-year classes.
Are losses immediately usable?
Not always. Passive activity loss rules under §469 limit how much rental real estate loss can offset other income for most owners. The §469(c)(7) real-estate-professional status unlocks full deduction. Active participation gets a limited $25K allowance phased out above $100K-$150K AGI.
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