Audit-ready REIT Management. Automated from day one.

Q: How does Process Street help with REIT compliance?

We turn regulations and internal SOPs into automated workflows. Every task, sign-off, and approval is logged and audit-ready.

Q: Can I automate investor reporting and distribution processes?

Yes. You can create workflows for recurring reports, dividend schedules, and stakeholder communications.

Q: Is Process Street secure for financial and investor data?

Yes. We're SOC 2 Type II and ISO 27001 certified. All data is encrypted, access-controlled, and fully compliant.

Q: Does Process Street support document management for REITs?

Yes. Manage leases, policies, and reports in one place with version control and workflow-linked approvals.

Q: Can I track asset-level operations and documentation?

Absolutely. Workflows can be customized for each asset, region, or fund, and rolled up for portfolio-level reporting.

Q: Is this platform flexible for different REIT structures?

Yes. Whether you manage retail, commercial, residential, or diversified portfolios, you can build and adjust workflows with no-code flexibility.

Process Street helps REIT teams streamline compliance, automate reporting, and manage assets with precision. No more spreadsheets or siloed systems.

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Trusted by more than 3000 companies

Compliant collaboration on a single platform

Managing a real estate investment trust requires operational rigor, tight documentation, and proof of execution. Process Street turns policies into workflows, so your team can scale faster and stay compliant without manual work.

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Investor reporting workflows

Automate recurring reporting processes with scheduled tasks, data collection forms, and audit trails.

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Lease tracking & document control

Store leases, automate reviews, and route approvals. Maintain version control and compliance at every step.

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Regulatory compliance & documentation

Turn compliance requirements into workflows that assign tasks, track completion, and create a real-time audit trail.

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Dividends & investor communication

Standardize distributions, automate notifications, and keep stakeholders informed with repeatable workflows.

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Meet Cora,
your AI compliance agent

AI-powered compliance, policy, and workflow automation, always up-to-date, always audit-ready.

Creates policies Instantly generate ISO, SOC 2, and HIPAA-compliant policies.
Builds workflows Transform static documents into actionable, trackable workflows.
Monitors regulations Stay ahead of regulatory changes with real-time updates.
Audits automatically Cora flags compliance gaps and keeps your documents aligned.

Compliance isn’t static anymore.

With Cora, your policies, procedures, and workflows stay living, dynamic, and audit-ready automatically.

Discover how Cora works

Asset onboarding & due diligence

Automate the process of onboarding new properties into your REIT with structured task checklists and approvals.

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Board meeting prep & approvals

Standardize agendas, collect materials, and route decisions for approval, on time, every time.

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Vendor onboarding & contract renewals

Onboard vendors, manage agreements, and automate renewal cycles with full oversight.

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Policies & SOP enforcement

Maintain operational standards across your REIT by enforcing SOPs and tracking execution.

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Frequently asked questions

Can't find the answer you need? Contact our support team.

How does Process Street help with REIT compliance?

Can I automate investor reporting and distribution processes?

Is Process Street secure for financial and investor data?

Does Process Street support document management for REITs?

Can I track asset-level operations and documentation?

Is this platform flexible for different REIT structures?

Unwavering security & compliance focus

Your data's security and privacy are our top priorities. We adhere to the strictest data protection and compliance standards, allowing you to concentrate on delivering unmatched client value.

Data protection & security

ISO27001 compliance

Process Street is ISO 27001 certified, confirming compliance with global standards and a strong commitment to protecting customer data through audited, continuously monitored security controls.

Data protection & security

SOC 2 Type II compliance

Process Street has passed a SOC 2 Type II audit, confirming that it meets various criteria for safeguarding customer data. An independent external auditor has verified the effectiveness of the controls implemented by Process Street.

Healthcare information privacy

HIPAA compliance

HIPAA, a federal law, safeguards patient health information. Process Street's robust security measures include the option for a Business Associate Agreement upon request, ensuring HIPAA compliance.

Data protection & security

AWS CIS compliance

The CIS AWS Foundations Benchmark provides security best practices for AWS environments. Process Street's compliance ensures a secure cloud infrastructure by following established guidelines for configuration and monitoring.

EU Data protection & privacy

GDPR compliance

The General Data Protection Regulation (GDPR) is an EU law designed to protect the privacy of individuals and businesses in the EU economic area. It establishes rules for how personal data is collected and handled. Read our GDPR statement

Data protection & privacy

CCPA compliance

The California Consumer Privacy Act (CCPA) gives California residents more control over their personal data, including rights to access, delete, and opt out of data sales. Process Street ensures compliance through transparent practices.

Security & privacy

Artificial intelligence

Your data is never used to train AI models. Any data read or created by a workflow is exclusive to that particular workflow instance and cannot be accessed otherwise, even from within the same organization.

Data sovereignty & infrastructure

Data residency & private cloud

Choose where your data is stored with support for US, UK, Canada, EU, and UAE regions. Customers can also opt for private cloud deployment in their own VPC for maximum control and security.

Backed by happy clients

With Process Street we've been able to bring documentation to life… allowing us to adapt processes quickly, improve governance and achieve consistent results