Someone from the company should perform a site visit of the property to do a thorough analysis and ensure eligible components are identified accurately.Licensure and experience: The firm should have licensed tax specialists and engineers and this is recommended by the IRS.Experience with your specific type of property: Not every property is treated the same whether it be office buildings, self-storage, restaurants, gas stations, mobile home parks, residential properties, multi-family, or car washes.

I invested in 7 syndication funds in 2023 as a limited partner with the expectation that I would generate first year losses from cost segregation that I could use to offset my gains on my personal real estate investments (self storage). 

You don't want to start a relationship to learn about storage units and then find out they only invest in single-family homes.3.

Digitize physical receipts for easy storage.

I would include the storage and bake it into the rent or not bother, you will have enough to account for as it is.

What do they expect design wise; a foyer (of tile or of stone), room for a baby grand, a maids room, how much storage appeals to them?

I am not expert on the why part but I noticed modern apartment put the water heater in different storage room.

The list of potential benefits is endless. 

He will start to look into Self storage and Parking lots.  

Years ago he bought some raw land and built a self storage facility.