The Mortgage REIT Playbook: Strategies for a Market in Motion

For mortgage real estate investment trusts (mREITs), 2025 demands a shift in strategy. Sustained high interest rates, increasing operational complexity, and evolving investor expectations are driving the need for strategic adaptation and technological innovation.

Those who adopt integrated platforms will gain a competitive edge – breaking down silos, streamlining operations, and creating the “single source of truth” that industry leaders identify as key to success at Clearwater Analytics’ inaugural REIT summit.

In this playbook, you’ll discover:

• Managing high interest rates as rising borrowing costs and shifting portfolio valuations create significant headwinds for REITs
• Expanding investment opportunities with new asset classes like transition loans, joint ventures, and saucerization
• Meeting transparency demands as investor expectations for clarity, trust, and accountability continue to rise
• Simplifying data complexity to drive smarter decisions and improve operational efficiency

The stakes are high in 2025, and the right strategy is crucial. Download the playbook today to gain actionable insights, navigate market headwinds, and uncover opportunities to redefine your investment strategy.