Construct climate-proof
REIT portfolios
Site identification and selection for new acquisitions
Investment research and data driven strategy
Relocation strategies for housing, commerce and industry
REITs are a crucial asset class at the intersection of private, illiquid real estate and public, liquid securities.
Today’s combination of higher interest rates and climate risk is significantly correcting real estate values across North America. This complex new structural environment suggests that today’s REIT dividends may not not be a good predictor of future value. At the same time, a smart REIT strategy can substantially outperform a bearish real estate market.
Climate Alpha hedges accelerating climate change through anticipatory price discovery of resilient assets. We offer an opportunity to be a first-mover and market-maker in the resilient geographies of the future. Assets held in such portfolios will benefit from the growth of new demographic, commercial, and industrial hubs as economies gradually recenter away from over-priced and high-risk markets towards more stable and affordable locations.
Real estate and infrastructure rank among the top sectors investors have identified as areas of opportunity amidst climate change.
REIT solutions include:
REIT Portfolio Analysis
Leverage Climate Price™ risk-adjusted valuation and return forecasts from 2023 to 2050 under multiple climate scenarios and Resilience Index™ risk, vulnerability and readiness scores for 40,000+ U.S. zip codes and Canada.
REIT Sustainability Scores
Benchmark REIT properties and portfolios based on over/under-exposure to market performance and resilient geography, and asset and fund-level rankings to support disposition and acquisition strategies
Alpha REIT
Construction of thematic or hybrid REITs using Alpha Finder™ to filter and screen top-performing locations according to indicators such as climate resilience, renewable energy, municipal debt, infrastructure spending, demographics, labor market trends, and dozens of other variables, with further stress-testing.