Real Estate

Real Estate Moves Fast. So Do We.

Advisors who know the market behind every deal.

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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.

SOLUTIONS

Real Estate Solutions

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.

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RESOURCE

Real Estate Brochure Title

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SPECIALTY SERVICES FOR REAL ESTATE:

  • Tax Planning and Structuring
    Efficient tax strategies for entities, transactions, and long-term investment goals

  • 1031 Like-Kind Exchange Support
    Guidance and compliance for deferring taxes through qualified real estate exchanges

  • Cost Segregation Studies
    Accelerate depreciation and improve cash flow through asset classification

  • Financial Reporting
    Audit, Review, and Compilation solutions

  • Capital Gains and Tax Credit Planning
    Support for strategies involving capital gains, low-income housing credits, and more

  • Lease and CAM Analysis
    Detailed reviews to identify revenue opportunities and improve lease terms

  • Acquisition Due Diligence
    Financial and tax insight during the acquisition process to reduce risk and uncover value

  • Budgeting and Cash Flow Forecasting
    Accurate modeling to support decision-making and capital planning

  • Debt Restructuring and Financing Assistance
    Help with evaluating loan terms, negotiating financing, and improving capital structure

  • Business Valuations
    Credible valuations to support transactions, litigation, or internal planning

  • Entity Selection and Formation
    Guidance on choosing the right business structure for tax efficiency and liability protection

  • Internal Accounting Process Improvement
    Operational support to streamline workflows and strengthen internal controls

  • HUD Compliance
    Audit of HUD programs, Financial Statement Submission to REAC, and HUD-specific compliance and reporting consulting
WHAT TRUSTED CLIENTS SAY ABOUT SORREN
“They are very attentive, easy to work with and communicate well. I would recommend them to anyone looking for accounting or bookkeeping support.”
Virginia Martin

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“Highly recommend! This is a team that you can trust. They are very knowledgeable, and they take great care of their clients. Kenji and Matthew are extremely impressive leaders and just overall really good people. This is the kind of company that you want to work with — especially when it pertains to something as important and sensitive as finances.”
Katherine Krajec

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“The on boarding process was simple and straightforward. The customer service is attentive, considerate and always quick to respond.”
Tony Fasen

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“We used their fractional CFO & controller services as well as their A/P and fixed-fee bookkeeping, and were very pleased with the level of service and results. Matthew and Kenji are not only pros at what they do; they’re entrepreneurs themselves!”
Brian Dally

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“They handle all our bookkeeping needs from the mundane to more complex federal grant expense segmentation and reporting requirements. I appreciate a committed partner who is always available when I need them.”
Dan Ciprari

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“Personal one-to-one contact on the phone whenever needed! And the ease in filling out my taxes on the package that is sent to me.”
Leonard Kerbs

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