Recorded Thursday, June 11, 2026
Duration: 30 minutes
Understanding a portfolio should be straightforward, but in practice, ownership structures, entity fragmentation, and disconnected data make it difficult to get a clear, consolidated view.
This session focuses on how to analyze any portfolio of interest at the company level, whether it’s your own, a competitor, a market leader, or a potential acquisition target. We’ll show how to move from fragmented property records to a clear, national-scale view of how a business is built through its real estate footprint.
Ownership attribution is complex. By connecting properties to parent entities, you can better understand how companies deploy capital, where they are expanding, and how their portfolios evolve over time.
WHAT YOU'LL LEARN
How to build a company-level view of a portfolio across fragmented entities
How to assess portfolio composition by land use, geography, and asset type
How to evaluate property value, tax exposure, and performance trends
How to identify risk factors, including environmental and concentration risk
How to use portfolio data to understand competitors, market leaders, and acquisition targets
How to support strategic decisions from expansion, investment, or divestiture
WHO SHOULD ATTEND
Asset managers and portfolio managers
Corporate real estate and facilities leaders
Finance and tax teams supporting real estate portfolios
Risk, compliance, and environmental professionals
Anyone responsible for managing, optimizing, or reporting on a portfolio
