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Sample report. Fictional data.

Small multifamily · duplex · 3,620 sqft · Built 1998 · Acquired 2024-02-03

Engineer-ReviewedEngineer-signed, day 4

Property

412 Magnolia Ave, Austin, TX 78704

Prepared for Magnolia Holdings, LLC

Small multifamily · duplex

Year-1 deduction

$238,600

≈ $88,282 tax savings at 37% bracket

Depreciable basis

$686,500

Net of $206,000 land value

Accelerated @ 34.8%

$238,600

5-, 7-, and 15-year property combined

Cost basis
$892,500
Land value
$206,000
5-year property
$142,100
15-year property
$96,500
Bonus depreciation
100%

OBBBA window

Asset schedule — preview

Every line item, with its rationale.

The full report includes 40+ line items. Here are the ten most significant — showing the exact structure you'll see in your own report.

ClassAssetQtyUnit costAdjusted total
5-year

Full kitchen replacement — 2 units

Complete removable kitchen packages (cabinets, counters, appliances). §1245. 5-year.

2$14,200$30,992
5-year

HVAC ductwork — tenant-specific zoning

Secondary HVAC zoning systems serving specific tenants. HCA sole-justification test passes. 5-year.

2$4,800$10,464
5-year

Carpet & padding — bedrooms

Carpet is removable and decorative. 5-year under §1245.

4$2,100$9,156
15-year

Parking lot resurfacing

Land improvement — 15-year 150% DB.

1$22,000$23,980
15-year

Site utilities — water, sewer taps

Land improvement — 15-year.

1$14,500$15,805
39-year

Building structure, core plumbing, electrical

Residual §1250 — 27.5-year residential rental, straight-line mid-month.

1$448,000$448,000

MACRS schedule — first 5 years

Year-by-year depreciation, reconciled to the penny.

Half-year convention on 5- and 15-year property; mid-month on real property. Full schedule runs 40 rows.

Year5-year15-year39-yearTotal
Bonus$142,100$96,500$238,600
2024$15,108$15,108
2025$16,290$16,290
2026$16,290$16,290
2027$16,290$16,290
2028$16,290$16,290

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