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Real Estate Investment trusts

Deliver accuracy and transparency for complex portfolios.

Book-of-record reporting and portfolio insights across every asset, seamlessly powered by risk, trading, and operational automation.

REIT Managers CHOOSE Clearwater TO

Standardize investment data and reporting across asset classes.

Move beyond manual processes and fragmented systems with a single, validated, AI-enabled investment platform.

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Unify fragmented systems

Eliminate inconsistencies and consolidate investment data across sources, books, and bases into a single, consistent system of record.

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Reduce operational risk at scale

Automate daily reconciliation and accounting to eliminate manual processes, data gaps, and spreadsheet dependency.

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Close and report with confidence

Deliver accurate, audit-ready results with SOC 1 Type II controls and streamlined journal entries formatted for direct upload to General Ledger.

Clearwater CAPABILITIES

Audit-quality production data at your fingertips.

Automate accounting for mortgage loans, direct lending, and bank loans across evolving market conditions and regulatory requirements.

Daily validated data

Establish a single, trusted foundation for performance, reporting, and compliance.

Streamlined reporting

Automate flexible accounting assumptions with fully supported Tax and GAAP accounting.

Portfolio management

Portfolio tracking and monitoring with performance attribution, cash flow modeling, and forecasting.

Performance optimization

Reduce risk with validated income, amortization, and accretion calculations.

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Expanded asset coverage,
clearer portfolio insight.

Gain unmatched visibility and support across all asset and liability classes, including agency and non-agency mortgage-backed securities, loans, IOs, derivatives, and repos, while enabling operational efficiency across front, middle, and back office teams.

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[CWAN] is built to provide REITs with the capabilities to lean into amortization, accretion, derivative, and hedging activity with consistent, accurate, and fully transparent results.

Chimera Investment Corporation

Move from portfolio chaos to clarity.

Say goodbye to manual reconciliation and disparate reporting.

See how
Clearwater is
leading the
future.

How Clearwater Established Itself as the Premier Solution for REITs

Clearwater spent years collaborating with real estate investment trusts (REITs) to find innovative solutions to complex challenges. 

4 min read
Blog
The Mortgage REIT Playbook: Strategies for a Market in Motion

How Corporate Treasurers Maximized Yields in a Shifting Interest Rate Landscape

Reports
Clearwater Product Tours | REITs

Join our monthly product tour to learn how Clearwater can help improve your investment accounting, reporting, and data management.

Product tours