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Beyond the Filing: Solving the Reporting Burden Hidden in Your Property Portfolio 

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On-Demand Webinar 

Most REITs have modernized their annual reports, SEC filings, and earnings releases. But what about the hundreds of property-level financial statements, joint venture reports, lender packages, and recurring reporting obligations that exist behind them? 

For many organizations, these critical reporting processes still rely on spreadsheets, manual reconciliations, and disconnected workflows—creating operational inefficiencies, unnecessary risk, and reporting bottlenecks as portfolios continue to grow. 

In this on-demand webinar, Alpha’s real estate and reporting experts explore how leading organizations are extending their use of Workiva beyond external reporting to create a more connected, scalable reporting environment across the entire property portfolio. 

What You’ll Learn 

  • Why the greatest reporting challenge often exists beneath the public filing  
  • How to identify hidden reporting gaps across property entities, subsidiaries, and joint ventures  
  • Strategies for reducing manual reporting processes while improving governance and auditability  
  • How connected data can support property reporting, JV packages, lender reporting, dashboards, and non-GAAP disclosures  
  • Practical approaches to modernizing reporting without replacing your existing technology stack  

Featured Speakers 

Dan Bassett 
Senior Partner, North America Real Assets  

Steven Schwarz 
Partner, Enterprise Performance Management  

Nigel Bunbury 
Director, Integrated Reporting  

Who Should Watch 

This session is designed for: 

  • REIT finance and accounting leaders  
  • Corporate and financial reporting teams  
  • Controllers and CFO organizations  
  • Real estate technology and transformation leaders  
  • Anyone responsible for entity, property, or joint venture reporting  

Watch the Recording 

Watch the video below and learn how leading real estate organizations are reducing reporting complexity, improving governance, and creating a stronger foundation for finance transformation. 

Contact Steven [email protected] to learn more.

About the Authors

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Dan Bassett

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Steven Schwarz

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Nigel Bunbury