Explore how commercial real estate investors use cost segregation and depreciation strategy to improve cash flow, accelerate tax benefits, and enhance after-tax investment returns.
Through a series of anonymized real-world examples across multifamily, office, industrial, and manufacturing properties, the session will examine how acquisition timing, project scope, and asset type can materially influence after-tax returns.
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Learn where investors commonly leave value on the table, how depreciation strategy fits into underwriting and portfolio planning decisions, and how recent changes to bonus depreciation are reshaping the economics of these strategies today.
Understand how cost segregation impacts cash flow and why it belongs in every investor's underwriting process
Learn the most frequent missed opportunities during acquisition, underwriting, and post-close planning — with real-world examples across multifamily, office, industrial, and manufacturing properties
See how the same strategy can produce materially different outcomes depending on how and when it's applied
Walk away with a practical framework for evaluating these opportunities across your current and future portfolio
Lon is a business management and tax incentives leader with more than 23 years of experience helping companies and real estate investors navigate complex tax strategies. Over the past 15 years, she has specialized in tax credits and incentives, supporting the delivery of more than $1B in identified credits and savings opportunities. Her work focuses on helping organizations uncover overlooked value through practical, data-driven tax planning strategies.
Ed is an expert in tax incentives related to the building sciences and green energy sectors, with deep experience across Cost Segregation, 179D, 45L, and ITC/PTC incentives. He has worked closely with real estate owners, developers, architects, engineers, and construction teams to identify opportunities that improve project economics and after-tax returns. His expertise spans acquisitions, renovations, and new construction projects across multiple property types.
