Five facts to collect before quoting a study

A study request without property facts creates a call, a follow-up email and often a dead end. Five answers up front change that.

The five facts

• Property type: multifamily, short-term rental, retail, office, industrial or other.
• Purchase or placed-in-service date.
• Purchase price and the owner's estimate of land value.
• Whether the owner has taxable income the deduction can offset.
• The filing date they are working toward.

What the answers tell you

Together they show whether the study fee is likely to pay back and how urgent the work is. Requests that fail the screen still deserve a clear, polite answer. Those owners buy again.