Case Study
About
Unlocking Capital Velocity Across an Enterprise Senior Living Portfolio
Over the past several years, CSI has performed nearly 30 projects for our client in the adult healthcare business: acquisitions, renovations, and new construction projects.
The cumulative impact:
→ $50M+ in accelerated depreciation
→ $17M in additional cash flow
→ Capital reinvested into better care and growth
Our client has a robust acquisition business model. With over a quarter of a billion dollars in assets, CSI has identified roughly 15% 5 year assets, 7% 15 year assets, and 83% 27.5 year assets across the portfolio. Bonus depreciation is nearly $40M, across the various IRS-approved appropriate levels.
All of CSI's studies were completed between 4 and 6 weeks to the full satisfaction of the client and their CPA firm. Fully supportable, documented and backed by CSI's experienced team of professionals.
Scope
Portfolio Scale
30+ Projects
Spanning acquisitions, renovations, and new construction across a diverse healthcare asset portfolio.
Accelerated Depreciation
$50M+
Identified roughly 15% 5-year assets and 7% 15-year assets to aggressively accelerate depreciation.
Timeline
4-6 Weeks
All studies delivered rapidly to the full satisfaction of both the client and their CPA firm.
Compliance
IRS-Ready
Fully supportable, documented, and backed by CSI's experienced team of tax and engineering professionals
Senior living and adult healthcare facilities hold massive amounts of specialized, accelerated property assets. Leaving these buried in a standard 27.5-year straight-line depreciation schedule means leaving millions in liquid capital on the table.
CSI Portfolio Insight
Our Approach
CSI's structured, engineering-led execution ensures a seamless study from initial asset analysis to final CPA delivery.
Step 1
Engineering Review
Meticulous property data collection and detailed physical asset breakdown.
Step 2
Classification
Reclassifying building components into accelerated 5- and 15-year tax life categories according to IRS guidelines.
Step 3
Final Delivery
Issuing a fully documented, IRS-ready engineering report directly to the client and their CPA firm.
Case Study Source
View the Original Discussion
To maintain client confidentiality, specific portfolio details are protected. You can read the original case study outline and join the industry conversation on our official LinkedIn publication.
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