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Cost Segregation Calculator

Enter your property details to estimate how much depreciation a cost segregation study could accelerate into year one — and the tax savings that result.

Your Property Details

$250K$20M
5%40%

Higher land allocation lowers depreciable basis and reduces estimated savings. Typical ranges: MHC 10–20%, multifamily 15–25%, office 20–30%.

Assumed short-life allocation: 25%. Studies typically find 20–30% across unit interiors and site improvements.

Tax & Study

0%45%
$3K$30K

Your Results

Estimate only. Uses typical short-life allocation by asset class — actual results depend on a qualified study, usability of losses, and your tax situation.

Depreciation Comparison — Year 1

Depreciable basis$1,600,000
Short-life allocation (25%)$400,000
Straight-line Yr 1 (no cost seg)$58,182
Yr 1 WITH cost seg + 100% bonus$443,636
Extra Yr-1 deduction from cost seg$385,455

Estimated Year-1 Tax Savings

$142,618

At a 37% marginal rate, the accelerated deduction translates to approximately $142,618 of first-year tax savings.

Savings assume the deduction shelters current-year income. On a taxable sale, accelerated depreciation is recaptured (~25% federal on §1250 gain), unless deferred via a 1031 exchange or eliminated via step-up in basis at death.

Study Cost ROI

Cost seg study cost$10,000
Year-1 tax savings$142,618
Net benefit$132,618
ROI multiple14.3×
Payback period< 1 year (0.8 months)

Illustrative only. Actual results depend on study findings, time-value of money, and individual tax circumstances.

Behind the Numbers

How This Estimate Works

This calculator uses typical short-life allocation percentages by asset class as a proxy for what a real cost segregation study might find. It is an estimate, not a substitute for an engineering-based study.

Why the percentages differ by asset type

Different property types have different mixes of short-life assets. Residential rentals have relatively few non-structural components (appliances, flooring) so studies typically find 15–25% short-life. MHCs are infrastructure-heavy — roads, underground utilities, pads, fencing — so studies routinely find 40–55%. Retail/restaurant has specialized trade fixtures and tenant improvements that push allocations toward 25–35%.

What the numbers represent

The assumed percentages are typical — meaning the middle of the plausible range for a well-performed study on a representative property in each class. Actual results on your property could be meaningfully higher or lower based on construction quality, age, use of tenant improvements, and site work. A qualified cost segregation engineer examines the specific property to produce a defensible allocation.

The bonus depreciation assumption

When the bonus checkbox is on, the full short-life allocation is deducted in year one. When off, the short-life amount is spread across a ~10-year weighted average of 5-, 7-, and 15-year MACRS schedules. The building portion (27.5 or 39 years) depreciates straight-line in either scenario. For assets placed in service before Jan 20, 2025, scale results proportionally: 2023 = 80%, 2024 = 60%, Jan 1–19 2025 = 40%.

What the calculator does not model

Depreciation recapture at sale, the Net Investment Income Tax (3.8%), state tax variations, alternative minimum tax, passive activity loss suspension and carryforward, mid-month placed-in-service conventions (which reduce first-year straight-line slightly), and the time value of money. A CPA working the full return will produce a more precise number — this estimator is for sizing the opportunity.

Informational purposes only. Illustrative estimates based on typical short-life allocation percentages by asset class. A qualified cost segregation study is required to determine the actual short-life allocation for any specific property. Does not account for depreciation recapture on sale, passive loss limitations, NIIT, or individual tax circumstances. Consult a CPA before relying on these figures.

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Important Disclosures

Informational Only

This material is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security.

Risk Statement

Investments involve significant risk, including potential loss of principal, illiquidity, long hold periods, use of leverage, and sponsor discretion. Potential conflicts of interest may exist. All projected returns, including target ROI and preferred return figures, are forward-looking statements and are not guaranteed. Actual results may differ materially. Past performance of the MHC sector or any prior investment is not indicative of future results.

Tax Disclaimer

Tax benefits described herein are estimates only; individual tax treatment varies. Consult a qualified financial, legal, and tax advisor before investing.

Offering Documents

Any investment opportunity will be made available only through formal offering documents.

Accredited Investors Only

Investments are available to accredited investors only as defined under SEC Regulation D.

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