Commercial Investment Real Estate March/April 2019 | Page 21
depreciation will be phased out by 20 percent per year begin-
ning in 2023, until it is gone in 2027. Qualifying property
generally includes new and used assets with a depreciable life
of 20 years or less, which applies to the majority of a building’s
interior assets.
Section 179, which allows the immediate expensing of assets
that otherwise would need to be capitalized and depreciated,
provides additional opportunities for commercial property own-
ers. The Tax Cuts and Jobs Act expands the annual Section 179
limit from $500,000 to $1 million, with a phaseout beginning
at $2.5 million of qualifying assets placed in service. Section 179
is available for qualified improvement of property, which now
includes roofs; heating, ventilating, and air conditioning; fire
protection and alarm systems; and security systems. Business Interest Limitation
Excess Business Losses Plan Ahead
Taxpayers must balance depreciation benefits with the new excess
business loss limitation rule, which annually limits the amount
of an individual’s business losses to $500,000 for joint returns or
$250,000 for single returns. Any excess is carried forward as a net
operating loss for up to 20 years. The passive loss rules still apply;
in the real estate sector, this provision mainly affects taxpayers
qualifying as real estate professionals. The Tax Cuts and Jobs Act is anything but tax simplification,
particularly because not all states conform to federal tax rules.
Working with a tax professional can help real estate owners capi-
talize on opportunities for 2019 and beyond.
The Tax Cuts and Jobs Act also limits the net interest expense
deduction to a business’s interest income plus 30 percent of its
adjusted taxable income for an entity (including related entities)
with average annual gross receipts exceeding $25 million. This
new limitation becomes even more onerous after 2021, when the
adjusted taxable income number will lose the depreciation and
amortization add back. Excess interest expense carries forward
indefinitely. Most real estate entities can elect out of this business
interest limitation; however, the cost for making this election —
inability to claim 100 percent bonus depreciation on many assets
— is potentially quite costly.
Determining whether the irrevocable election is beneficial
requires detailed modeling and projections.
Paul Rosenkranz is lead tax managing director at CBIZ MHM in
Los Angeles. Contact him at [email protected].
Fund the Future
The CCIM Foundation’s mission is to
advance and foster commercial real
estate education through scholarships,
programs, and research initiatives.
To learn more about the CCIM Foundation and donate to
our mission, please visit www.ccimef.org
The CCIM Foundation is a 501(c)(3) nonprofi t organization.
Thank you to our 2019 corporate sponsors
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