Sample studies
What a delivered study looks like.
Three worked examples across the residential and multi-family spectrum. Each links to the full generated report excerpt.
Case study · LTR
San Francisco Sunset · $2.5M long-term rental
Single-family row house held 4 years, run as a lookback. §481(a) catch-up adjustment lands as a current-year deduction.
Year built
1925
1925
Placed in service
2022-06-15
2022-06-15
Lookback?
Yes (3 yrs)
Yes (3 yrs)
Recent remodel?
Cosmetic only
Cosmetic only
Result
~$640K accelerated
Year-one impact on current return via §481(a) catch-up
Case study · STR
Destin, FL · $1M short-term rental
Vacation rental, fresh acquisition, OBBBA 100% bonus depreciation applies. Material participation tracked, qualifies for active loss treatment.
Year built
2018
2018
Placed in service
2025-04-01
2025-04-01
Lookback?
No (new)
No (new)
Recent remodel?
None
None
Result
~$320K accelerated
Year-one with 100% OBBBA bonus on 5- and 15-year buckets
Case study · Multi-family
Atlanta, GA · $5M multi-family (24 units)
24-unit apartment, run with engineer photo verification. Disposition of pre-2020 kitchen remodels picked up via partial disposition election.
Year built
2003
2003
Placed in service
2025-03-15
2025-03-15
Lookback?
Partial dispositions
Partial dispositions
Recent remodel?
Room-by-room (2024)
Room-by-room (2024)
Result
~$1.17M accelerated
Year-one across 5/15/27.5-year buckets · plus disposition deductions