FOR REAL ESTATE AGENTS & BROKERS
Differentiate the buyer relationship with a real tax win at close.
The transaction closes, the keys go over, and most agents never hear from the buyer again. The ones who do are the ones who delivered post-close value. CostSegLogic gives you a clean intro flow that lands a serious tax deduction for your investor buyers — and pays you for it.
METHODOLOGY PEDIGREE
Built on cost segregation methodology IRS-blessed since 1997 — the same engineering used by Big 4 firms and REIT controllers for two decades. Used by property owners, including the founder. Trusted by CPAs, tax and real estate professionals.
WHY IT WORKS
A post-close gesture that actually means something.
Closing-gift baskets are nice. A first-year tax deduction in the tens of thousands of dollars is better. For an investor buyer of an STR or LTR property, cost seg is one of the highest-leverage moves available, and most of them don’t run it because the quotes are absurd. You being the one who introduces them to a real solution? That sticks.
Simple intro flow.
Co-branded one-pager you send post-close. Buyer reads it on their phone. They click your link, run the snapshot, and decide whether to upgrade. You stay out of the tax conversation.
No production work.
You don’t prepare the study. You don’t answer tax questions. You don’t coordinate with a CPA. We do all of that. You introduce; we deliver.
The buyer remembers.
The buyer who walked away from a $5K cost-seg quote will run our free estimate the same week they close. You’re the agent who introduced it. Repeat-business and referral economics on a $0-effort gesture.
Investor-focused, not retail.
The product is built for investor buyers (STR, LTR, small commercial). It’s not the right intro for a primary-residence buyer — and we’ll never spam your retail audience with cost-seg pitches.
Recapture transparency.
Every study ships with a year-by-year recapture schedule — §1245 / §1250, state-level treatment, sell-vs-hold breakeven. Audiences trust people who tell them the catch up front. We already wrote the catch.
Co-marketing, optional.
Joint webinars for your buyer mailing list, contributed content for your brokerage blog, podcast spots if you have one. Opt-in. We don’t push it.
THE FLOW
From close to first-year deduction in three steps.
01
You close the deal.
The transaction wraps the way it always does. Nothing about your job changes.
02
You send the post-close note.
Co-branded one-pager (we draft, you customize). “Now that you’ve closed, here’s a high-leverage tax move worth knowing about.”
03
Your buyer runs the snapshot.
Free, no card. They see their first-year deduction estimate as they answer. If it’s worth it, they upgrade — and you get paid.
APPLY TO PARTNER
Build it into your post-close motion.
Tell us about your business — investor-focused, retail, hybrid — and roughly how many investor closings you do per year. We’ll set you up with the post-close one-pager, your tracked link, and the agent dashboard.
AGENT FAQ
Common questions.
Will my buyer think I’m trying to sell them something?
The post-close one-pager is framed as an information resource, not a sales pitch. The buyer goes from your introduction to a free snapshot. They only pay if they decide the deduction is worth it. Most buyers see the framing as their agent looking out for them, not as an upsell.
What if my buyer already has a cost-seg firm?
Then you’re not the right fit on this transaction — that’s fine, no hard feelings, no penalty. The flow is opt-in for the buyer at every step.
Can I use this for my listing-side clients too?
Most of the leverage is on the buyer side because cost seg is a post-close move. On the listing side, the more relevant use case is the recapture calculator we’re building (see /recapture-calculator) for sellers modeling their post-sale tax exposure. That’s a separate referral path.
Do I need broker approval to participate?
Depends on your brokerage — some have explicit outside-vendor referral policies. We’d rather you check first than create headaches later. The agreement isn’t exclusive on either side, so participating in the program doesn’t lock you out of anything else.
GET STARTED
Apply to the agent partner track.
Two-business-day turnaround. Investor-focused agents preferred. Co-branded post-close one-pager included.