Preliminary Analysis Request

Company/Entity

First Name

Last Name

Street Address

City

State

Zip

Phone

Email

Project Due Date

Tax filing deadline

Project Name

Street Address

City

State

Zip

Due Date

Year acquired or placed in service:

4 digit format – year only

Year of construction:

4 digit format – year only

Property Type / Nature of Industry

Property Description:

New ConstructionAcquisitionAcquisition w/ Improvements

Is this a Freestanding Building or a Leasehold Improvement?

Freestanding BuildingInterior Improvement

Is the property “shell and core” only?

YesNo

Is this a “gut and renovate” project?

YesNo

Is the property involved in a 1031 Exchange?

YesNo

Are (were) there other basis adjustments based on changes in ownership? (Sec. 754, 1033 Exchange, etc?)

YesNo

Please explain:

Cost of Land

Building Basis/Construction Cost

Subsequent Renovations Cost

Tenant Allowance / Improvements Cost

Total Project Costs

Gross Sq. Ft. of Building:

sq. ft.

Number of floors:

floors

Gross Sq. Ft. of Land:

sq. ft.

Number of tenant spaces:

spaces

Parking:

Were any renovations done after the purchase of the building? (If yes, explain.)

Was there furniture or equipment acquired with the property? (Type and Value.)

Do you know of any major improvements made by the prior owner? (If yes, explain.)

If applicable, what was the % of tenant improvements paid by landlord?

If applicable, are there any spaces leased to tax exempt organizations?

Does the property have any other amenities? (If yes, explain.)

Is there anything else we should know about this property?

First Name

Last Name

CPA Firm

Phone

Email

Full Name

Email

Cost Segregation Preliminary Analysis Request

COST SEGREGATION

SERVICES