For REIT Equity Analysts

Track every mortgage REIT portfolio. At the loan level.

Monitor mREIT and private credit fund performance at the individual loan level. Map back-leverage, warehouse facilities, and CLO exposure. See maturity walls and distress signals before they hit the tape.

Loan-level portfolio transparency across every mortgage REIT and credit fund.

Quarterly filings tell you what a REIT holds in aggregate. Atrium decomposes each portfolio into individual loans matched to properties, borrowers, and county filings.

1

Portfolio decomposition

Break any mREIT or BDC portfolio into individual loans. See the properties behind BXMT, KREF, CMTG, and every other mortgage REIT — matched to county records, servicer data, and court filings.

2

Back-leverage mapping

Track warehouse lines, repo facilities, and CLO financing across the capital stack. See which banks are providing leverage to which credit funds — and at what terms.

3

Maturity wall analysis

Visualize loan maturities across any REIT's portfolio by quarter. Identify upcoming maturity concentrations and assess extension risk at the individual loan level.

4

Distress & modification tracking

Monitor forbearance, loan modifications, and default events across mREIT portfolios in real time. See which loans are being restructured before it appears in quarterly filings.

5

Cross-portfolio exposure

Identify when multiple REITs hold loans on the same property or to the same borrower. Detect systemic risk concentrations that individual REIT disclosures don't reveal.

6

Securitized loan tracking

Track every loan across CMBS, CRE CLO, Freddie K, and Fannie DUS pools. Monitor servicer watchlist status, DSCR, and occupancy at the deal and loan level.

What you get.

The data behind the edge.

3,247
Securitized deals tracked
45+
Mortgage REITs & BDCs covered
Loan-level
Portfolio decomposition
Real-time
Distress & modification alerts

How REIT analysts use Atrium.

From pre-earnings prep to cross-portfolio risk mapping, Atrium gives you the loan-level transparency that quarterly filings can't provide.

1

Pre-earnings portfolio review

Before the call, decompose the REIT's portfolio into individual loans. Identify which properties are driving NOI declines, which loans face near-term maturity, and where modification risk is highest.

2

Cross-REIT exposure mapping

Map overlapping exposures across mREITs. When KREF writes down a loan, instantly see if BXMT, ARI, or CMTG holds exposure to the same borrower or property.

3

CLO & securitization monitoring

Track loans as they move between warehouse lines, CRE CLOs, and balance sheets. See which loans are being securitized, at what advance rates, and which are being retained.

4

Distress screening for shorts

Screen for REITs with concentrated exposure to distressed property types, maturing loans, or borrowers in financial difficulty. Build short theses with loan-level evidence.

Real-World Example
"We identified CMTG's exposure to a defaulting Denver construction loan three weeks before they disclosed the impairment in their Q2 filing."

Decompose every mREIT portfolio.
At the loan level.

Join the REIT analysts using Atrium to identify credit events before the quarterly filing.