CalculateRealEstateROI

Multifamily · Guide

Multifamily Tax Strategy

Cost segregation + bonus depreciation drives huge first-year deductions.

Reviewed by Keiron Brown, Founder & Editor, CalculateRealEstateROI · Educational estimates only — not investment, financial, tax, or legal advice

Key takeaways

  • Cost seg standard at 50+ units.
  • Bonus depreciation phasing down.
  • 1031 exchange compounds equity.
  • REPS unlocks for sponsors.
  • K-1 distribution timeline matters.

Core concepts

Cost seg

20–35% of basis accelerated.

Bonus depreciation

Phasing down — accelerate now.

1031

Roll into bigger deal.

Step-by-step framework

  1. 1Engage cost seg firm.
  2. 2File bonus depreciation.
  3. 3Plan 1031 exits.
  4. 4K-1 by March 15.

Common mistakes to avoid

  • Skipping cost seg.
  • Missing bonus window.

Frequently asked questions

Cost seg cost?

$5–15k per asset.

Bonus % 2026?

Verify current year.

K-1 timing?

March 15.

REPS for LPs?

No — sponsors only typically.

Action checklist

  • Cost seg engaged.
  • Bonus claimed.
  • 1031 plan.
  • K-1 on time.

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