INSTITUTIONAL MULTIFAMILY · IRS PUB. 5653 · REV. PROC. 87-56 · K-1 READY · BENCHMARKS 2026
MF · CostSeg INSTITUTIONAL
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ENGAGEMENT WALKTHROUGHS · ILLUSTRATIVE

What a typical engagement looks like.

Illustrative deal narratives — modeled deal shapes that represent what a typical institutional MF cost seg engagement looks like at this scale. Not closed engagements; intended as a walkthrough of the methodology and workflow against representative deal mechanics.

ILLUSTRATIVE · 200-UNIT VALUE-ADD · MIDWEST

200-unit Midwest value-add (illustrative)

Illustrative engagement walkthrough. Modeled $22M basis, $2.3M Year-1 accelerated deduction across 5 LP cohorts plus sponsor co-invest. PAD layer modeled; 179D coordination flagged. Not a closed engagement — representative of typical institutional MF deal shapes.

Basis
$22M
Year-1 deduction
$2.3M modeled
Fee
$12,995
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UPDATES

Additional illustrative walkthroughs publish as the practice scopes new deal shapes. Closed engagements may publish as full case studies (with sponsor permission and anonymization) when documentation cycles complete. If you'd like to see a walkthrough for a deal type not yet covered, reach out via contact.

Have a deal you'd want a case study on?

Engagement includes the standard study + optional anonymized case-study writeup post-close.

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