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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.
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.
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
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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.