Tommy DobczykOpportunity Zone Advisor, OZ Wizard · Director of Development | Certified Opportunity Zone Advisor

AI for Property Deals: Budgeting, Taxes & Future Phases! #shorts

23 Aug 2026 · 1 min

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0:36

In this short, the speaker outlines a strategy to maximize cost segregation benefits when acquiring and developing a property. The approach involves a two‑phase plan: Phase 1 focuses on purchasing the property and quickly getting tenants in place, while Phase 2, scheduled about a year later, is budgeted using a free, photo‑driven cost estimate that details the upcoming work. This estimate is shared with lenders to align financing needs and also supports tax planning and mitigation efforts, ensuring that both budgeting and tax advantages are coordinated across the project lifecycle.

Chapters

Now we want to structure this out so that we can take full advantage of the cost segregation. But how do we do this? So, okay, we have— we buy the property, you do the first, the phase 1, get the tenants in there, get that moving. But in phase 2, how do you know that you're going to budget for that? Literally, you could use again this whole free estimate to be able to have them plan out phase 2, which is in a year from now, with pictures, costs, everything, so that they can be budgeting that out. But that gets budgeted also with the lenders because the lenders are seeing what they're needing as well. Which also helps with their tax planning and tax mitigation.