ASCSP · IRS PUB. 5653 · § 1.168(i)-6 · 412 STUDIES · $1.84B RECLASSIFIED
Commercial · CostSeg BENCHMARKS v2.4
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ENGINEERED ANALYSIS · LARGE SCOPE

Engineered Analysis: Large-Scope Multifamily (5+ units), Austin TX

240,000 SF BUILT 2018 BASIS $40.54M LOCATION Austin, TX
RECLASS %
18.3%
5-YEAR BUCKET
$4,313,805
15-YEAR BUCKET
$3,099,075
YR-1 FED SAVINGS
$2,748,143
Multifamily (5+ Units) property at large scope — representative photography

Overview

A 240-unit podium-style multifamily development in Austin. Six-story building over structured parking podium, full amenity package. 2018 construction. Acquired for $58,000,000 in 2024.

The Cost Seg Smart engineered analysis identifies $7,427,416 in accelerated bucket components (18.3% of the $40,536,200 depreciable basis after a 30.1% land valuation).

What the analysis identifies

The 240,000 SF property carries the component density typical for a large podium-style multifamily. The component inventory pulls the following share into accelerated buckets:

  • in-unit components — carpet, vinyl plank flooring, cabinetry (when removable), appliances owned by the landlord
  • window treatments, decorative lighting, specialty plumbing fixtures
  • common-area amenities — clubhouse buildout, fitness equipment, pool equipment (the pool deck is 15-year, the shell is structural)
  • site improvements — parking lots, carports, site lighting, landscaping, ADA paths, perimeter fencing

Item-level engineering documentation supports each classification — photographs of mounting details, mechanical schematics for HVAC and plumbing classifications, electrical schedules for dedicated-circuit identification.

Reclass breakdown

BucketAmount% of basisMACRS section
5-year personal property$4,313,80610.6%Section 168(e)(3)(B); Section 1245
7-year specialty$14,5350.0%Section 168(e)(3)(C); Section 1245
15-year land improvements$3,099,0767.6%Section 168(e)(3)(E); Section 1250
27.5-year residential rental$33,108,78481.7%Section 168(c); Section 1250
Total depreciable basis$40,536,200100%

Land value (excluded from depreciable basis): $17,463,800 (30.1% land allocation, Austin TX market).

Year-1 federal tax savings

Assuming 100% bonus depreciation per the One Big Beautiful Bill Act (OBBBA, 2025), the full accelerated bucket components are deductible in year 1:

  • Accelerated bucket total: $7,427,416
  • Federal tax savings at 37% top bracket: $2,748,144

For a passive investor, the deduction creates a passive loss offsetting passive income. For a taxpayer qualifying as a real estate professional under Section 469(c)(7), the deduction offsets active income — including business operating income from non-real-estate sources.

Methodology applied

The engine applied the following parameters:

  • Era profile: 2018 build, finish density and component weights calibrated to construction-era patterns
  • Geo factor: 0.95 (Austin MSA, metro calibrated)
  • Component count: 61 distinct line items in the inventory
  • Indirect cost multiplier: 1.25 (standard 25% indirect uplift covering soft costs, contingency)
  • PPI multiplier: 1.04 (BLS construction cost index applied from build year to acquisition year)
  • QC status: PASS (engineered analysis cleared all 16 quality-control checks)

The land valuation used the statistical source. Properties where the county assessor record is within reliability tolerances may produce a different land allocation; the engineered methodology applies the most defensible source available.

Audit considerations specific to this property

  1. Residential vs commercial classification: The 80% gross-rents-from-dwelling-units test under Section 168(e)(2)(A) determines whether the structural depreciates at 27.5 or 39 years. The audit examines rent rolls to verify.

  2. Appliance ownership: Appliances owned by the landlord are part of the depreciable basis and depreciate at 5 years. Tenant-owned appliances are not in the basis. Lease documents and capex records establish ownership.

  3. Pool and amenity classification: The pool shell and tile are structural (27.5-year). Pool equipment (pumps, filters, heaters) is 5-year. Pool deck is 15-year. The component schedule distinguishes.

Return profile

MetricValue
Study cost (typical)$10000–18000
Year-1 federal tax savings (37% bracket, 100% bonus)$2,748,144
Year-1 ROI on study fee153×–275×
Total accelerated depreciation pulled forward$7,427,416

The ROI calculation reflects gross year-1 tax savings against the typical study cost range. Net present value of the strategy depends on hold period (longer holds capture more time value) and recapture treatment at sale.

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