Rental homes · Small portfolios · CPA coordination
Rental Property Study Readiness Checklist
Build a tailored document checklist for a purchase, conversion, furnished rental, condo or existing rental.
Choose the facts that apply
Your entries stay in this page and are not sent to Stratum or saved automatically. Refreshing or closing clears them. Export or print before leaving. Use property labels and document references rather than sensitive identifiers.
Use the checklist in discovery
Collect references to the original documents, then arrange the appropriate document-sharing channel with the engaged professionals. The checklist supports intake and does not score tax eligibility. If a requested record is missing, identify who can provide it and whether the absence changes the scope or implementation.
Start with your property
Bring your rental home questions to discovery
Stratum cost segregation studies cost $1 per square foot, with a $2,000 minimum per property. AE Tax Advisors hosts discovery. Confirm the property study scope and any separately engaged advisory or filing work.
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Sources and review
Published by Stratum Cost Segregation. Reviewed October 25, 2026. Educational guidance; your tax professional determines the treatment for your property, year and state. The IRS audit guide explains examination considerations and does not approve an individual study.