Soren Bech

Pairing more than a decade of experience in the real estate industry with professional expertise in wealth and investment management, Soren Bech provides clients with a uniquely analytical perspective. His collaborative approach to working with clients and colleagues encompasses guidance on finding or selling a home, as well as on the in-depth financial planning and investment considerations that are an essential, and often overlooked, part of the decision process. He aims not only to assist in finding a new home or selling their current one, but also in understanding the impact of what is often the most significant investment of their life on their overall financial plan.

Soren’s 15-plus years of experience in investment research and analysis includes completing detailed financial modeling and valuation of investments for both private and institutional clients, covering stocks, bonds and real estate. He has worked in Asset Management at Lazard Frères, Lehman Brothers and Morgan Stanley, and as a consultant with investors to analyze investment in real estate and manage their holdings. As a university professor, Soren has taught courses on financial markets and wealth management. Soren takes joy in not only assisting his clients with a sales or rental transaction, but also helping them understand the process and the real estate market.

Complementing this is his construction and design know-how, acquired over many years from building furniture and managing renovation projects on behalf of friends, family and, more recently, his clients. At the most fundamental level, Soren employs this to help his clients visualize what is possible with each apartment or building, whether buying or renting, and to help sellers with staging and strategic renovations that position their properties to secure the full market value.

By combining these skills with a casual, friendly and personable approach, Soren leverages his comprehensive knowledge of New York City neighborhoods and buildings, and a carefully chosen team of partners, including thoroughly vetted property inspectors, appraisers, mortgage bankers, attorneys, architects, engineers and contractors, to optimize the process for his clients, while ensuring that each can achieve his or her goals.

Soren holds an M.B.A. in Finance from Columbia Business School, where he completed the highly competitive Value Investing program, and a B.A. in Economics and Politics from Yale University. A resident of Midtown West, Soren likes to balance the energy and excitement of NYC with time in the Hamptons and Miami alongside his family and friends. Soren loves to entertain, and is a classic car aficionado who can often be seen driving around town in his vintage Mercedes SL.