STR Cost Segregation Resource Center
Practical STR study guides, blank inventory worksheets, renovation records, and a preparation planner for vacation-rental property owners.
Start with the situation that matches your property. Each practical guide explains the records to gather and provides a blank worksheet where useful.
Buying a Furnished STR: Reconcile the Seller’s Inventory
Build a usable acquisition file for a furnished vacation rental by reconciling seller inventory, closing documents, and replacement purchases.
STR Renovations: Request a Useful Contractor Breakdown
Turn bundled vacation-rental renovation invoices into a clearer study file with component descriptions, work locations, and a payment reconciliation.
STR Condo Studies: Separate Unit Assets and Common Areas
Define a vacation-rental condo study using ownership documents, unit inventories, association records, and a clear boundary around common amenities.
An STR Renovation Timeline for Your Cost Segregation File
Organize acquisition, rental availability, later improvements, and replaced assets when a vacation rental opens or renovates in stages.
Cost Segregation for an STR Portfolio: Keep Properties Separate
Prepare multiple vacation rentals for cost segregation with property identifiers, purchase reconciliations, furniture-transfer records, and a consistent CPA handoff.
What to Request From Your STR Manager Before a Study
Collect the inventory, vendor records, property timeline, and capital-charge detail a cost segregation provider and CPA need from an STR manager.
Tax concepts to discuss with your preparer
- Material participation
- Bonus depreciation
- Recapture on sale
- When a study may not fit
- Find your local market guide
Prepare the study and plan the tax review
Explore Stratum's cost segregation study resource center for records, scope and report questions. Then review AE Tax Advisors' planning resources for the implementation discussion. Stratum documents the property; AE considers the wider tax strategy.