Cost Segregation Proposal Questionnaire

COST SEGREGATION PROPOSAL QUESTIONNAIRE

Marshall & Stevens will provide an estimate of the benefits you may gain from a cost segregation analysis on your property once you complete the questionnaire below. Please note that any estimate provided by Marshall & Stevens should not be relied upon for tax filings, buy/sell consideration, financing, or any other purposes other than consideration to undertake a cost segregation analysis. For more information, contact Ralph Consola at [email protected].

MARSHALL & STEVENS COST SEGREGATION PROPOSAL QUESTIONNAIRE

"*" indicates required fields

Contact Information:

Property Owner’s Representative*

First Last

Phone*

Email*

Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Owner’s Business Name (DBA)*

Phone*

Email*

Facility Details:

Facility / Project Name*

Facility / Project Address*

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Facility Primary Activity*

For Example: Apt. bldg., office bldg., retail center., manufacturing, etc.

Approx. Square Feet of Primary Activity*

Facility Secondary Activity

Approx. Square Feet of Secondary Activity

Site Plan (ALTA survey) available?*

Yes

Building Plans available?*

Yes

Number of commercial / residential bldgs?*

Number of Tenants (Provide Rent Roll)*

Type of Site Improvements (surface parking, landscaping, additional structures, etc.)?

Pricing Information:

Purchase Price: Building Value*

Purchase Price: Land Value

Total Cost Of Improvements (after Purchase)

Date Acquired or Placed In Service Date*

How did you hear about us?

Cost Segregation Proposal Questionnaire

COST SEGREGATION PROPOSAL QUESTIONNAIRE

MARSHALL & STEVENS COST SEGREGATION PROPOSAL QUESTIONNAIRE

Contact Information:

Facility Details:

Pricing Information:

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