Cost Segregation North & South Carolina
Cost Segregation Study Results
The Carolinas rank third in number of studies produced annually by O’Connor Cost Segregation. With a combined population of almost
15,000,000, infrastructure needs drive commercial investments, and we are called on a regular basis to
assist property owners through cost segregation studies.
Unlike other southern states, the Carolinas are no longer simply about
agriculture. Though tobacco, cotton and rice still have a
prominent role in the economy, furniture and apparel manufacturing, along with growth in the technological and banking sectors, have played a significant role in bringing jobs and population growth to the region.
Whether your holdings are in the Charlotte or Raleigh-Durham-Chappel Hill area in North Carolina, or in Greenville-Spartanburg or Columbia in South Carolina, O’Connor Cost Segregation can provide you with
expertise, guidance and a rock solid track record of successful studies! When can we begin partnering with you?
Sample of Actual Study Results
Asset Type
Retail Center Multifamily Warehouse Multifamily Office
Depreciable Basis
$19,075,000 $35,300,000 $496,847 $64,545,352 $423,329
Purchase Date
12/01/15 10/01/15 08/01/15 01/01/15 10/01/14
Year of Study
2015 2015 2015 2015 2014
1st Year Additional Depreciation
$242,326 $417,988 $149,713 $2,966,397 $132,433
1st Year Tax Savings
$95,961 $165,352 $59,286 $1,174,278 $52,447
Year 1 Payback
31.3:1 52.2:1 23.0:1 344.0:1 27.4:1
Initial 5 Years Tax Savings
$1,507,430 $2,865,379 $79,678 $5,330,815 $80,562
5 Year Payback
493.0:1 905.0:1 31.9:1 1562.0:1 43.1:1* Results from “Catch Up” studies which allow the owner of properties purchased in previous tax years
to benefit from cost segregation in the current tax year without filing amended returns.
** Mid-Quarter depreciation convention utilized due to purchase date.
***Results include bonus depreciation first year calculations.
NOTE: The above listed tax savings are based on a 39.6% tax rate for the owner.
