Quality insights from over a decade of property ownership and deal experience.
Étalon Property delivers bespoke advisory aimed at enhancing the financial health of commercial real estate assets through granular analysis and strategic planning. Our methodology is built upon ten plus years of active ownership experience, transactional expertise, and high-level training in asset valuation, finance, and business operations.
Strategic Site Advice
Economic Forecasting
Detailed operational cash flow and income modeling based on historical performance rather than industry trends. These reports provide clarity for refinancing, help with partner updates, or facilitate budget planning, ensuring you have the necessary data for informed decision-making before any commitments.
- Market acquisition researchHold/sell impact forecastingCapital project value metrics
Tax Basis Management
While cost segregation is a snapshot, true depreciation strategy involves continuous monitoring of asset basis. We help track component values through renovation cycles and align your depreciation schedule with long-term financial goals, ensuring it remains a strategic asset rather than a singular event.
- Asset-level trackingTax-advantaged planningPortfolio-wide strategic alignment
Partial Asset Write-offs
When infrastructure like HVAC or roofing is upgraded, the remaining value of the old asset can often be claimed as a loss under §1.168(i)-8. Our support identify these moments precisely, helping you request the necessary documentation to quantify the value of a disposition before the renovation begins, ensuring you capture all available financial benefits rather than reacting after the work is completed.
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Tax loss recognition aid
Technical asset valuation
Improvement cost recovery
Transaction Timing Strategy
Sound real estate choices depend on structure and future impact. Our advisory service offers insight from the perspective of an owner who has navigated both sides of the deal. We provide the data required to decide between holding or exiting, help structure 1031 exchanges against specific milestones, and analyze how much the deal architecture influences your final returns compared to the headline purchase price or sales figure.
- Exchange window analysisMarket cycle reviewPortfolio exit projections
Send Inquiry
Need more info on cost segregation or modeling? Send a request for details and we will provide the answers you need.