MBA's CRE SERVICING SOLUTIONS CONFERENCE 2027

INVESTOR REPORTING TRACK: Strengthening Investor Reporting Through Better Data and Portfolio Insight

Monday, May 18, 2026 1:00 PM-2:00 PM Sapphire M
Breakout Session
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Investor reporting has become increasingly complex as portfolios diversify, and asset performance becomes more volatile. This session focuses on how servicers are improving data quality, integrating collateral information, and refining reporting practices to give investors a clearer and more accurate view of portfolio health. Panelists discuss common reporting challenges, methods for reducing errors, and approaches for enhancing transparency across investor groups.

Speakers

Moderator

  • Photo of Erika Ricci
    Erika Ricci

    Vice President of Investor Reporting, Greystone

    Erika is Vice President of Investor Reporting and Payoffs within Greystone’s Servicing and Asset Management division. She has over 16 years of experience in multifamily loan servicing, leading high-performing teams responsible for loan-level reporting and remittance operations across agency, bridge, and third-party portfolios. Greystone services a $96.2 billion portfolio on behalf of Fannie Mae, Freddie Mac, FHA, USDA, and other investors, and consistently earns S and P Global Ratings' highest “Strong” rating. Before joining Greystone in 2018, Erika served as Vice President at Capital One Multifamily Finance (formerly Beech Street Capital), where she oversaw agency servicing and investor reporting functions.

    • Speakers

  • Photo of Kyle Berkey
    Kyle Berkey

    Senior Investor Reporting Manager, CBRE Capital Markets

    Kyle Berkey is a Senior Manager in CBRE’s Investor Reporting department, where he oversees the accurate and timely remittances and reporting of data across a diverse client base. Kyle graduated from the University of Houston in 2014 with a degree in Finance and joined CBRE shortly thereafter, beginning what has become nearly his entire professional career with the firm. He brings broad operational experience, having started his career in cash operations before transitioning into investor reporting. This end‑to‑end operational background enables Kyle to provide a practical, detail‑oriented perspective on data integrity, operational risk, and scalable reporting processes in complex servicing environments.

  • Photo of Justin Burch
    Justin Burch

    Loan Servicing Director, Freddie Mac Multifamily

  • Photo of Steven Griswold, CCMS
    Steven Griswold, CCMS

    Operations Manager II, PNC Real Estate

    Steven Griswold is an Operations Manager in the Investor Reporting department at Midland Loan Services. He has been with the company for 7 years, all of which has been within Investor Reporting. In his current role, he oversees daily remittances and reporting, ensuring deliverables are met timely and accurately. He has also managed the new portfolio setup process for the department over the past 6 years.

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