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LTC Properties Leverages Merrill Bridge to Meet SEC Requirements

| December 08, 2016

Company Profile

LTC Properties (NYSE: LTC) is a real estate investment trust (REIT) focusing on seniors' housing and health-care facilities. Over the past 10 years, the company has exceeded the S&P 500 and the NAREIT Equity Index with a 4.8% compounded annual growth rate and 268.1% total return to shareholders (NAREIT: 112.4%).

LTC Properties Case Study

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As a REIT, LTC has highly dynamic financial reporting. A significant portion of each SEC filing contains new information and disclosures, making the preparation of filings time-consuming and complex. In addition to timing challenges, LTC was using a time-consuming process of updating their financial information that often did not align as expected and formatting the final document was a continual challenge.

Solution and Results.

LTC selected Merrill Bridge as the solution that would give control over the reporting process, the flexibility to make last-minute changes and the ability to add updates in Word and Excel that automatically render in the SEC filing document (EDGAR). Their team identified six key ways using Merrill Bridge has a positive impact on their SEC reporting process:

  • Linking features make the process quick and easy
  • Using Merrill Bridge for the Proxy Statement
  • Leveraging the linking of Excel data
  • Increased control of the document management process
  • Simplified process of rolling forward from one quarter to the next
  • Access to deep subject matter expertise.

 Download the case study


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