Corporate Owner for Portfolio Analysis

Thursday, June 11, 2026
11:00 am PT / 1:00 pm CT / 2:00 pm ET
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