In real estate, timing and structure are everything.
Market cycles shift quickly, and your ability to respond with agility and insight can mean the difference between missed opportunity and long-term success. At Sorren, we bring decades of experience working with developers, owners, investors, and managers to help you stay competitive, minimize risk, and optimize returns. No matter where you are in the market cycle.
From entity structuring and transaction support to specialized tax strategies and financial reporting, our team understands the complex needs of the real estate industry. Whether you’re navigating a 1031 exchange, managing a large development, or working to preserve capital through tax planning, we offer the financial insight and operational expertise to help you move forward with confidence.
More than just accountants, we act as your strategic partner—bringing both technical expertise and market insight to every engagement. Our goal is to help you grow your portfolio, protect your investments, and maximize the value of every opportunity.
Who We Serve
We work with a wide range of organizations involved in affordable housing, from deal structuring and cost certifications to exit planning and more. Our team understands the unique pressures of this industry and partners with you to keep projects moving forward and aligned with regulatory expectations.
Commercial & real estate developers
Land developers
Custom home builders
Affordable housing developers
Luxury real estate specialists
Real estate investors
Real estate investment trusts (REITs)
Family offices with real estate holdings
Brokerages
Residential & commercial property management companies
Short-term rental managers
HOA management companies
Appraisers
Title & escrow companies
Real estate attorneys
Housing authorities
Our real estate team delivers a full suite of financial, tax, and advisory services tailored to your unique projects and long-term vision. We work with a wide range of industry stakeholders—from commercial developers and family-owned residential builders to property managers and real estate investment firms. We help you make informed decisions, optimize deal structures, and stay ahead of regulatory changes.
From entity structuring and capital gains planning to 1031 exchanges, cost segregation studies, and HUD compliance, we deliver specialized tax solutions tailored to real estate. Our team helps maximize tax efficiency, maintain compliance, and unlock savings that fuel long-term growth.
Tax planning & structuring, 1031 exchange, cost segregation, capital gains/tax credits, HUD compliance, entity selection & formation
Accurate, credible reporting builds trust with investors, lenders, and regulators. We provide audits, reviews, compilations, and HUD financial statement submissions to keep your organization transparent, accountable, and aligned with industry requirements.
Financial reporting, HUD financial submissions
Whether you’re acquiring, restructuring debt, or planning future investments, we provide financial and tax insight that reduces risk and uncovers opportunity. Our services include due diligence, business valuations, financing assistance, and strategic capital planning.
Acquisition due diligence, debt restructuring & financing, business valuations, budgeting/cash flow forecasting
We help real estate organizations improve performance through lease and CAM analysis, process improvements, and stronger internal controls. Our hands-on approach supports better decision-making, streamlined operations, and improved revenue outcomes.
Lease/CAM analysis, internal accounting process improvement, budgeting/cash flow forecasting
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Let us connect you with one of our partners to start a conversation, the first step in uncovering what matters most to you.
