A tailored course, built for your situation
Mastering SOC 2 for Director-Level Real Estate Executives
Build authority across compliance-critical infrastructure decisions with a structured, auditable framework
$199 one-time
24-hour access provisioning
30-day money-back guarantee
Hand-built implementation playbook
12 modules. 12 chapters per module. 144 chapters total.
12 modules, each with 12 chapters (144 chapters total), text-based, plus downloadable templates and a hand-built implementation playbook delivered alongside course access.
Who this is for
Senior real estate and facilities executive operating at the intersection of capital planning, regulatory readiness, and enterprise risk
Who this is not for
Individuals seeking introductory SOC 2 awareness or non-technical overviews of compliance frameworks
What you walk away with
- Identify which SOC 2 controls fall under real estate’s decision domain without requiring security or IT sign-off
- Document defensible rationale for physical security and environmental controls in audit-ready format
- Lead vendor selection and facility certification cycles with authority over compliance alignment
- Reduce rework by aligning capital projects with SOC 2 requirements from initiation
- Escalate only those exceptions that genuinely require cross-functional governance
The 12 modules (with all 144 chapters)
Module 1. SOC 2 and the Evolving Role of Real Estate
Understand how compliance expectations are reshaping capital planning and facilities leadership in regulated environments.
12 chapters in this module
- Compliance as a capital project driver
- Physical controls in SOC 2 scope
- Facility decisions that trigger audit scrutiny
- Real estate’s role in system boundary definition
- Mapping location strategy to control domains
- CapEx decisions with compliance implications
- Regulatory trends impacting property portfolios
- Data center proximity and access norms
- Lease agreements with embedded compliance terms
- Vendor oversight in managed facilities
- Environmental monitoring as control evidence
- Documentation ownership by function
Module 2. Control Ownership Without Escalation
Clarify which decisions rest with real estate leadership and which require cross-functional input, reducing delays and ambiguity.
12 chapters in this module
- Final sign-off thresholds by control type
- Physical access control ownership
- Environmental monitoring autonomy
- Facility security camera retention
- Fire suppression system compliance
- Power redundancy documentation
- Water damage prevention protocols
- Site inspection frequency decisions
- Control exceptions requiring escalation
- Vendor audit rights in lease terms
- Building management system access
- Compliance boundary handoff points
Module 3. Documenting Defensible Control Rationale
Produce audit-ready justifications for real estate decisions that meet SOC 2 evidence standards.
12 chapters in this module
- Writing control narratives for facilities
- Linking policy to physical implementation
- Photographic evidence standards
- Maintenance logs as control support
- Third-party inspection integration
- Environmental sensor calibration records
- Access log retention periods
- Visitor sign-in compliance proof
- Security incident response documentation
- Lease clause alignment with controls
- Facility certification timelines
- Compliance gap mitigation plans
Module 4. Vendor Selection and Facility Certification
Lead procurement and certification cycles with full authority over compliance alignment and evidence delivery.
12 chapters in this module
- RFP language for SOC 2 readiness
- Evaluating vendor control reports
- Service provider attestation scope
- Facility certification checklists
- Onsite audit coordination ownership
- Control gap assessment ownership
- Remediation timeline authority
- Compliance milestone tracking
- Penetration testing access rights
- Incident response coordination
- Change notification requirements
- Certification renewal ownership
Module 5. Integrating Compliance into Capital Planning
Align capital projects with SOC 2 requirements from initiation to avoid rework and delays.
12 chapters in this module
- Early-stage control scoping
- Capital project compliance checklist
- Facility build-out control mapping
- Retrofit vs new build considerations
- Compliance budget line ownership
- Change order impact on controls
- Post-construction audit timing
- Handover documentation standards
- Compliance acceptance criteria
- Control testing during commissioning
- Post-occupancy audit readiness
- Facility decommissioning controls
Module 6. Physical Access Control Implementation
Design and own secure, compliant access systems for data-adjacent facilities without security team dependency.
12 chapters in this module
- Access tier definitions by role
- Badge system audit logging
- Visitor access protocols
- Tailgating prevention measures
- Access revocation timelines
- Multi-factor entry points
- Emergency override documentation
- Access log review frequency
- Contractor access management
- Remote site access standards
- Access control integration points
- Compliance exception handling
Module 7. Environmental Monitoring and Resilience
Own monitoring systems for temperature, humidity, and power that meet SOC 2 evidence requirements.
12 chapters in this module
- Sensor placement standards
- Calibration schedule ownership
- Alert threshold definition
- Incident logging for outages
- Power redundancy verification
- Generator test documentation
- Cooling system failure logs
- Water detection system coverage
- Fire suppression system checks
- Battery backup verification
- Environmental incident response
- Resilience testing frequency
Module 8. Lease Agreements and Third-Party Risk
Negotiate and manage lease terms with embedded compliance requirements and audit rights.
12 chapters in this module
- Compliance clauses in lease language
- Right-to-audit provisions
- Subprocessor disclosure requirements
- Facility access for auditors
- Control documentation delivery timelines
- Force majeure and compliance
- Insurance certificate requirements
- Data center co-location terms
- Third-party risk tiering
- Vendor control report acceptance
- Contract renewal compliance review
- Lease termination and data removal
Module 9. Cross-Functional Escalation Triggers
Define clear thresholds for when a decision requires broader governance and when it remains within real estate’s purview.
12 chapters in this module
- Control interdependencies mapping
- Change impact assessment process
- ITSM integration points
- Configuration control overlap
- Incident escalation protocols
- Breach notification workflows
- Change advisory board entry points
- Compliance exception approvals
- Risk acceptance documentation
- Legal review triggers
- Executive reporting thresholds
- Post-mortem ownership
Module 10. Audit Preparation and Evidence Delivery
Produce ready-to-submit documentation for SOC 2 audits without relying on other teams.
12 chapters in this module
- Evidence collection checklists
- Document version control
- Audit timeline ownership
- Evidence format standards
- Access log delivery
- Policy attestation cycles
- Facility inspection coordination
- Remote audit support
- Evidence retention policies
- Pre-audit walkthrough ownership
- Deficiency response timelines
- Remediation plan delivery
Module 11. Policy Development and Control Testing
Author and maintain policies and procedures that reflect real estate’s control ownership.
12 chapters in this module
- Policy writing for audit purposes
- Control testing cadence definition
- Sampling methodology for reviews
- Test evidence documentation
- Control failure response
- Remediation ownership
- Continuous monitoring options
- Automated alert integration
- Policy exception handling
- Control effectiveness metrics
- Management review documentation
- Annual policy attestation
Module 12. Sustaining Compliance Across Portfolios
Scale control practices consistently across multiple locations and asset types.
12 chapters in this module
- Portfolio-wide control standardization
- Regional compliance variation
- Multi-site audit coordination
- Centralized evidence repository
- Facility-specific control adjustments
- Compliance training for site leads
- Vendor consistency across locations
- Change management at scale
- Remote monitoring tools
- Compliance maturity assessment
- Continuous improvement cycle
- Succession planning for control owners
How this maps to your situation
- Real estate leadership in regulated environments
- Capital project compliance integration
- Facility-level SOC 2 control ownership
- Vendor and lease compliance decision rights
Before vs. after
Before
Decisions bottlenecked by cross-functional review, compliance gaps in capital projects, audit rework due to unclear ownership
After
Direct authority over facility-related SOC 2 controls, reduced audit friction, faster project delivery with built-in compliance
What's included with your purchase
- 12 modules with 12 chapters each (144 chapters)
- Downloadable templates and worked examples for every module
- Hand-built implementation playbook delivered alongside course access
- 30-day money-back guarantee
Delivery and format
- Course and learning environment access provisioned within 24 hours of purchase
- Hand-built implementation playbook delivered alongside course access
Format: Text-based modules and chapters in the Art of Service learning environment, plus downloadable templates and worked examples for every chapter, plus the hand-built implementation playbook delivered alongside course access.
Time investment: Approximately 3 hours per module, designed for completion over 6-8 weeks with peer discussion and template application.
If nothing changes
Without clear ownership, real estate decisions will continue to slow down due to unnecessary escalations, and compliance gaps may persist in facility-related controls, leading to avoidable audit findings and project delays.
How this compares to the alternatives
Unlike generic SOC 2 overviews, this course is tailored to real estate executives who need to own specific controls without relying on security or IT teams. It focuses on actionable decision rights, evidence production, and capital project integration , not abstract framework theory.
Frequently asked
Is this course technical?
No. It’s designed for real estate and facilities leaders who need to own compliance outcomes without technical expertise. Focus is on decision rights, documentation, and vendor management.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Will this help me pass an audit?
Yes. You’ll produce audit-ready documentation and control justifications specific to real estate decisions, reducing friction and findings.
$199 one-time. Approximately 3 hours per module, designed for completion over 6-8 weeks with peer discussion and template application..
Within 24 hours your account in the learning environment is provisioned and the tailored implementation playbook is delivered alongside it.
30-day money-back guarantee·
144 chapters·
Hand-built playbook included·
Account access within 24 hours