Modern sunlit commercial property with bright greenery

Specialized tax strategy since 2010

Keep more of what your buildings earn.

Innovate Real Estate delivers cost segregation, 179D, R&D credits, UNICAP exemptions and advanced wealth strategies to commercial property owners nationwide. Real engineers. Real numbers. Real warmth.

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$100M+

Tax savings delivered

16+

Years of experience

States served

Eleven specialized services.
One integrated strategy.

We sit between your CPA, your engineers and the IRS, finding savings that general practitioners miss and packaging them with documentation that holds up under scrutiny.

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Depreciation

Cost Segregation

Reclassify components of your commercial property to capture 5, 7 and 15 year depreciation in the first years of ownership.

Depreciation

Tangible Property Regulations

Identify partial dispositions and repair vs capitalization opportunities under the TPR framework.

Depreciation

263A UNICAP Exemption

Qualifying small developers and producers can elect out of UNICAP and significantly reduce their tax base.

Energy

179D

Engineering certified deductions for HVAC, LED Lighting, Roofing and Insulation, and Windows on qualifying buildings.

Depreciation

Green Zip Tape

A patented system that lets interior partitions be reclassified to a shorter depreciable life with defensible documentation.

Strategy

Method Change

File a Form 3115 to claim the full §481(a) adjustment from prior years without amending returns.

Credits

R&D Tax Credits

Construction, manufacturing and design firms qualify more often than they think. We document the four part test.

Energy

Energy Optimization

Water valves, waste management, lighting controls and envelope upgrades that pay back in months, not years.

Energy

Waste Optimization

Audit waste streams across portfolios to cut spend and unlock sustainability reporting wins.

Strategy

Wealth Strategies

Coordinated strategies that integrate real estate, entity structure and long term wealth transfer.

Strategy

Make It Deductible

Document the 100 hours of material participation needed for real estate professional status with our partner software, then pair with cost segregation for maximum impact.

Real owners. Real savings. Real relationships.

The Innovate team uncovered savings on my surgical center that my CPA had missed for years. The process felt warm, organized and genuinely human.

Dr. Kyle Shaddix

Shaddix Plastic Surgery

We finally have a tax strategy that fits the way we actually run the business. The cost segregation study paid for itself many times over.

Toby Williams

PELC Tires

Clear communication, real engineers, real results. Rob and the team treated our portfolio like it was their own.

Robert Preston

Unhitched RV

Cost segregation, explained in 90 seconds.

Watch how an engineering-based study reclassifies building components, accelerates depreciation, and puts real cash back in your pocket this year.

Learn about Cost Segregation

Built by operators who’ve done it themselves.

Co founded by Rob Schell and Lauren Burgess. Led day to day by COO Emily Everts. We’ve been on the owner’s side of every conversation we have with clients.

Meet the team