How Cost Segregation Can Help Real Estate Professionals Close More Deals
About this Event
What if understanding one tax strategy could help you bring even more value to your investor clients?
Join us at Jorgenson Real Estate for a free educational session with Dana Udumulla, Managing Partner, Strategy & Operations at Cost Recovery Experts (CRE), as we break down cost segregation and why it matters in real estate.
Cost segregation can help qualifying real estate investors accelerate depreciation, reduce taxable income, and improve cash flow—but understanding the strategy can also be a powerful tool for real estate professionals.
Dana will walk us through how cost segregation works, when it may make sense for an investor, and how real estate professionals can use this knowledge to have stronger conversations with clients, identify additional opportunities, and bring another layer of value to the transaction.
We’ll cover:
- What cost segregation is and how it works
- How accelerated depreciation can impact a real estate investor
- The potential tax and cash-flow benefits for qualifying properties
- When cost segregation may be worth exploring
- How real estate professionals can introduce the strategy to investor clients
- How this knowledge can help strengthen relationships, add value, and ultimately help close more deals
Tuesday, September 29, 2026
11:00 AM – 12:00 PM
Jorgenson Real Estate HQ
306 N Lampasas Street
Round Rock, TX 78664
Presented by:
Dana Udumulla
Managing Partner, Strategy & Operations
Cost Recovery Experts (CRE)
This is a free educational session hosted by Jorgenson Real Estate. No continuing education credit will be offered.
Whether you regularly work with investors or simply want to expand the knowledge and resources you can bring to future clients, come learn how cost segregation could become another valuable tool in your real estate toolbox.
Space is limited—reserve your seat and join us at JRE HQ!
Where is it happening?
Event Location & Nearby Stays:
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