Engineering-based studies · Form 3115 look-back · Serving owners nationwide A Shurek Accounting & Tax company  ·  (555) 555-0142

Cost Segregation Basics

Is a cost segregation study worth it? The honest threshold

The old rule of thumb was a million dollars of basis. Bonus depreciation moved it. Here is where it sits now.

Deprecio 14 July 2026 4 min read

The arithmetic that decides it

Three numbers: the basis, the reclassification percentage for your property type, and your ability to use the deduction. Multiply the first two, apply your marginal rate, and compare to the fee.

A $600,000 depreciable basis on a retail building reclassifying 25% produces $150,000 of accelerated basis. At 35%, that is roughly $52,000 of tax deferred against a study fee in the low five figures. Comfortably worth it — if you can use it.

Why the threshold dropped

Under the old phase-down, a study on a 2024 acquisition got 60% bonus on reclassified property. The rest recovered over 5 to 15 years, which still helped but diluted the first-year effect.

With 100% bonus permanent for property acquired and placed in service after 19 January 2025, essentially all reclassified basis is deductible in year one. That roughly doubles the first-year benefit compared with 2024, and it pulls the economic threshold down into the $400,000 to $500,000 range for property types that reclassify well.

Property type matters as much as size

A $500,000 warehouse reclassifies perhaps 15%. A $500,000 restaurant reclassifies perhaps 35%. Same basis, more than double the benefit. Before deciding on size alone, check the range for your building type.

The question that actually kills deals

Not size. Usability.

If you are a passive investor with no other passive income, an accelerated loss suspends. It carries forward and releases on a fully taxable disposition, so it is not lost — but the present value of a deduction you cannot use for eight years is a fraction of the headline figure.

Owners with real estate professional status, owners materially participating in short-term rentals, and owners with an operating business in the building are the ones for whom the number on the page is the number they get.

When to say no

We tell owners not to bother when: the hold period is under three years and the deduction would be recaptured almost immediately at a similar rate; the basis is small and the property type reclassifies poorly; the loss would suspend indefinitely with no disposition in sight; or the owner has made a section 163(j) election requiring ADS on the real property, which removes bonus eligibility.

That is what a free feasibility review is for. Twenty minutes, and you get a real answer instead of a brochure.

Where this stops. This article is general information, not tax advice, and it cannot account for your basis, your entity, your participation or your state. A free feasibility review takes twenty minutes and gives you an answer specific to your property.

Book a feasibility call  Send us the property
S

The study is one piece. We can handle the rest of the return.

Deprecio is part of the Shurek Accounting & Tax family of brands. If you want the study and the tax work under one roof — the return, the Form 3115, entity structure, quarterly estimates, multi-state filings — that is a single engagement, not a hand-off between two firms.

No-cost feasibility review

Find out what your building is hiding.

A feasibility review is free and takes about twenty minutes. Bring the closing statement and the depreciation schedule; we will tell you plainly whether a study pays for itself.

Book a 20-minute call