Real Estate Investment Lifecycle

Here are just a handful of ways in which the data from our reports can be employed.

Project Conceptualization

Delving into the realm of Concept and Feasibility, our services attract discerning investors seeking comprehensive insights into how depreciation deductions will influence their cash flow. The expertise and credibility of Bedford are sought-after by numerous clients who eagerly incorporate our well-crafted projections into their pro-forma packages.

Procurement

For optimal depreciation deductions and strategic asset management, it's advisable to conduct a Cost Segregation Study following property acquisition. This approach provides a better understanding of included/excluded assets and ensures compliance with Tangible Property Regulations for future dispositions, empowering investors with comprehensive and informed decision-making.

Project Design

As an integral part of the design and construction teams on significant projects, we have consistently played a pivotal role in optimizing depreciation deductions for taxpayers. Through close collaboration with the design teams, we strategically consider material selections and construction methods and meticulously document special-purpose mechanical and electrical systems. Our expertise has benefitted numerous national clients, providing them with simple yet effective design recommendations that successfully convert 39-year assets into 5-year assets, thereby maximizing their tax benefits and achieving long-term financial gains.

Property Operations

The holding period of property presents a remarkable window of opportunity to thoroughly assess all capitalized expenditures, uncovering possibilities for expense treatment, accelerated depreciation, or asset disposition. Notably, activities like tenant improvements offer substantial potential to capitalize on previously overlooked benefits, providing a fresh avenue for maximizing returns and optimizing tax advantages. Our expert approach ensures that every aspect is meticulously evaluated, enabling clients to seize these untapped opportunities and make the most of their real estate investments for long-term prosperity.

Property Renovation

As properties age or market conditions change, property owners face challenges ranging from small renovations to reconfiguration or redevelopment. Our expertise lies in maximizing tax benefits during this phase. With a customized approach, we help clients navigate the tax implications associated with partial demolition and asset retirement, ensuring favorable outcomes for their property transformations.

Property Demolition

In sales, we've assisted numerous clients and real estate brokers with depreciation deduction projections for offering documents. Despite total demolition reducing the tax basis of the land, clients can write off the remaining basis of 5, 7, and 15-year assets. We've assisted many clients who opt for short-term property management with redevelopment as the ultimate goal, initiating a fresh Real Estate Life Cycle.