costsegroi / Examples / STR · $500K · 32%
Worked example · Short-term rental

A Phoenix physician buys a $500,000 Airbnb. The study costs $795. The Year-1 deduction is $150,000.

One real property type, one real bracket, three sale scenarios. The full walkthrough — including what would change if Sarah were a passive investor instead, what happens if she sells in five years, and what the lookback would look like if she'd held this property since 2022.

The property

Sarah is a 42-year-old anesthesiologist in Phoenix. She earns $420,000 in W-2 wages, which puts her squarely in the 32% federal bracket. In March 2026 she closed on a 3-bed, 2-bath cabin in Sedona for $500,000 — fully furnished, with a hot tub, a fire pit, and the kind of mountain-view photography that turns into 4.9-star Airbnb listings. She'll self-manage; her partner handles bookings. Average guest stay: four nights.

Three facts make this property a textbook case for the STR loophole. One: average stay under seven days. Two: Sarah and her partner together will clear 150+ hours of personal involvement in the first year (cleaning, guest comms, restocking, repairs). Three: nobody else materially participates. That combination lets her treat the rental loss as non-passive under §469 without needing Real Estate Professional Status.

It's a textbook case. The STR loophole is what makes the Year-1 deduction actually hit her W-2, instead of suspending into the void. — Cost Seg Smart Research Team

The inputs

Input
Value
Source
Purchase price
$500,000
HUD-1 closing statement
Property type
Short-Term Rental
Avg stay ≤ 7 days
Acceleration
30%
Network default for STR; furnished
Federal bracket
32%
$420K W-2, MFJ
State tax
2.5%
Arizona flat rate, 2026
Year acquired
2026
Bonus depreciation = 100%
Tax participation
STR with MP
Loss is non-passive
Study fee tier
$795
$500K – $1M bracket

The math, step by step

01
Start with the purchase price. The headline uses purchase price for clarity. The land-net version (~$400K basis) appears below.
$500,000
02
Multiply by 30% acceleration. STR median in our portfolio. Furnished mountain properties often run higher; the override is available if her actual study returns 35%.
× 30% = $150,000
03
Multiply by 100% bonus depreciation. 2026 acquisitions get the full Year-1 kicker under OBBBA. No phase-down haircut.
× 100% = $150,000
04
That's the Year-1 reclassified deduction. This is what gets stripped out of the 27.5-year bucket and lands on her Schedule E.
$150,000
05
Apply the 32% federal bracket. Marginal, not effective. The deduction sits at the top of her income stack.
$48,000
06
Plus Arizona's 2.5% state rate. Stacked directly. State decoupling doesn't apply in AZ.
+ $3,750
07
Subtract the study fee. $795 tier for purchase prices $500K–$1M.
− $795
Net Year-1 benefit. Real cash, not paper.
$50,955

The answer

The verdict Sarah spends $795 on the study. She gets back $51,750 in combined federal and state tax savings. The net Year-1 benefit is $50,955 — a 65× return on the study fee, or about $51 for every $1 she spent. Payback: immediate. There is no scenario in which not ordering this study is the financially rational move.

Two things worth flagging. First, this is the Year-1 number. Over ten years, the cumulative savings (Year-1 reclassified + nine years of residual straight-line on the remaining basis) lands at roughly $58,200 in her combined bracket. The Year-1 deduction is doing most of the work.

Second, this assumes she holds the property for at least five years and rents it out continuously as an STR. If either of those changes, the math changes — see the alternates below.

If Sarah were…

…a passive investor
If her average stay went above 7 days, or if she didn't materially participate, the $150K loss suspends under §469. Real value is unchanged but Year-1 cash drops to zero. She gets the deduction back on sale, or against future passive income.
…selling in year 4 ~22×
Depreciation recapture on the §1245 components claws back the bulk of the Year-1 savings at her ordinary rate. Still positive, but the multiple drops sharply. The costsegsmart.com recapture calculator models this in detail.
…a 2022 buyer doing lookback ~94×
Year-1 deduction is unchanged at $150K. Form 3115 catches up four years of missed straight-line on the residual basis — another ~$13K of cash on top, on the same $795 fee.

What this example skips

Four things are deliberately not modeled in the headline number above. Listing them here so you know exactly what isn't in the multiple.

NIIT. Sarah is comfortably above the $250K MFJ threshold, so the 3.8% Net Investment Income Tax would apply to passive rental income — except her STR-with-material-participation status makes it non-passive and exempt. Net effect on her case: zero. For the passive variant above, NIIT would reduce the future-unlock value of the deduction by about 4%.

Land allocation. The Sedona property's land-to-improvement split is roughly 18/82 per the Coconino County assessor — slightly under our 20% network default. The Advanced toggle would set basis at ~$410K instead of $500K and drop the Year-1 deduction to $123,000. The multiple still clears 50×.

Time value of money. The 10-year cumulative number is undiscounted. At a 6% discount rate, the present value of years 2–10 falls to about $5,800 in real terms — meaning ~93% of the value is concentrated in Year 1 anyway.

Audit risk. A study from a qualified engineering provider following the IRS Audit Technique Guide carries minimal audit risk; a study from a generic CPA or a back-of-envelope spreadsheet does not. The fee on this page is for the engineered version. The savings on this page assume the deduction holds up; in 200+ studies defended, our loss rate is zero.

Sarah's next step

Order the actual study. The estimate becomes a schedule.

Sarah's inputs carry through to the costsegsmart.com order form. Six weeks later her CPA gets a depreciation schedule, a §481(a) adjustment if needed, and the audit-ready engineering report. The math above turns into a 1040.

Order Sarah's study at costsegsmart.com