Investor Guide

Pairing Cost Segregation with a 1031 Exchange

A 1031 exchange defers your capital gains; a cost segregation study on the replacement property accelerates your depreciation. Used together, they're the standard one-two punch of tax-efficient real estate investing.

Currently Available

599 Tamiami Trail N, Suite 200 — a 1,571 SF Class A office condo in Old Naples with a tenant leased through 2029.

$1,500,000 · 4.67% cap rate · $70,000 NOI · income in place from day one.

View the property

How the two strategies interact

When you exchange into a replacement property, your depreciable basis carries over from the relinquished property plus any new money added. A cost segregation study applied to that basis reclassifies the short-life components of the new property, letting you depreciate them over 5, 7, or 15 years rather than 39.

The result: you defer the gain on the sale and accelerate deductions on the purchase — improving after-tax cash flow in both directions.

Timing the study

Commission the study in the same tax year you close on the replacement property. Your qualified intermediary handles the exchange mechanics; the cost segregation firm works independently with your CPA. Neither delays your closing inside the 180-day window.

Why the replacement property's buildout matters

The more finished the replacement property's interior, the more a study can typically reclassify. A turn-key executive office suite — with partitions, kitchens, dedicated systems, and high-end finishes — offers substantially more short-life property than a raw shell.

A current example: Suite 200 at 599 Tamiami Trail N

This fully built-out executive office condo in the heart of Old Naples is offered at $1,500,000 with a 4.67% cap rate and $70,000 in net operating income. The tenant is in place on a lease running through 2029, so a buyer steps directly into stabilized income with no lease-up risk.

Fee-simple title, a prestigious downtown address, and a turn-key buildout make it a clean, quick close — important for anyone working inside a 1031 exchange timeline or placing capital before year-end.

This page is for general information only and is not tax, legal, or investment advice. Consult your qualified intermediary, CPA, and attorney before acting. All property information is deemed reliable but not guaranteed.