Building a resilient future
Rising complexity is rapidly repricing asset values.
Which geographies will win the future? AlphaGeo delivers novel insights on where risk is rising — and where opportunity is emerging.
AlphaGeo combines location and climate intelligence to help investors and businesses identify emerging opportunities, assess risks, and build long-term resilience.
Identify and analyze new markets
Run AI-powered market analysis and site research across our proprietary data lake. Combines AI speed, expert judgement, and curated location intelligence to support market analysis, site selection, and other location research use cases.
Analyze location risks and opportunities across macroeconomic, sociodemographic, fiscal, institutional, and other indicators.
Assess climate risk and build resilience
For real asset investors and operators
Screen real estate and infrastructure portfolios for climate risk and resilience, model financial impact, and prioritize adaptation measures.
For corporates and public markets investors
Quantify climate-related EBITDA at risk across corporate facilities and supply chains, with traceable attribution to underlying asset, hazard, and financial drivers.
License our data
Global climate adaptation dataset capturing all local infrastructure that offsets climate hazards — flood barriers, drainage capacity, building strength, fire prevention, natural buffers, and more.
Proprietary datasets spanning climate impact on GDP, market dynamism, and migration modeling.
AlphaGeos’ agentic AI co-pilot “Darwin” pays homage to Charles Darwin, whose theories inspire us to proactively adapt to today’s civilizational challenges and evolve a more resilient global system. Darwin guides you in navigating and interpreting your portfolio data and/or pulling it via API into your in-house systems.
Oaktree, a leader among global investment managers specializing in alternative investments, wanted to quantify its exposure to physical climate risk underneath its complex composition of real estate equity, private loans and traded securities. AlphaGeo worked closely with the firm to pinpoint climate risk, attribute it by fund, and calculate its potential impact over time. In analyzing the financial impact of climate volatility on its portfolios, Oaktree was able to rank and compare its asset performance across existing – and future – investments.
Stoneweg US, a leading real estate firm focused on sustainable multifamily assets, used AlphaGeo to strengthen the credibility and utility of their ESG management and reporting. With AlphaGeo’s analytics, Stoneweg was able to produce a detailed, TCFD-aligned climate risk disclosure that speaks to both physical climate risk, as well as its implications for long-term portfolio resilience. This is enabled by AlphaGeo’s unique resilience-adjusted approach to risk, and financial impact analytics that model critical drivers of real estate cashflows. Stoneweg also leverages AlphaGeo’s Multifamily Benchmark to contextualize results relative to sector peers.
Atlas Capital was mandated to build a systematic investment index comprising multiple asset classes including REITs. AlphaGeo integrated multiple data streams from institutional vendors and provided risk-adjusted valuation for more than 150,000 REIT properties under multiple climate scenarios. This analysis was delivered on a custom interactive dashboard that ranks and clusters REITs according to location, property type, and other metrics, with quarterly updates based on the latest market data, allowing for algorithmic management of the Atlas Sustainable REIT Index.
One of the largest Gulf sovereign wealth funds with a substantial global portfolio of infrastructure assets leveraged AlphaGeo’s platform to conduct a rigorous analysis of the medium term exposure to climate risk of its largest direct investments, including very large distributed infrastructures such as gas pipelines, railways and transmission grids. Sharing AlphaGeo’s data with relevant operating companies, it encouraged them to undertake more rigorous risk mitigation and local adaptation measures.
MARA (Nasdaq: MARA), the world leader in leveraging digital asset compute to support energy transformation, retained AlphaGeo to provide detailed data on the physical climate risk and adaptation attributes for every location of its data centers and other facilities, and leveraged its machine-learning models to forecast their energy costs and insurance premiums. AlphaGeo further offers its expertise to MARA and its financial partners and host governments to assess national energy supply and demand dynamics, address specific concerns such as water risk, and calculate power generation potential from existing and planned grid investments as well as renewable sources.
Green Street, a leader in commercial real estate research and data, sought advanced analytics on the financial impact of climate risk as it expands its market coverage to Canada and Europe. AlphaGeo provided its proprietary location risk and adaptation scores aggregated and harmonized to the diverse spatial resolutions standard across various countries. This data was embedded into Green Street’s Market Data product, and will help real estate investors price climate risk into their capital allocation strategies over multiple time horizons.
Why data center site selection now hinges on location intelligence – balancing power, water, climate risk, and permitting to find resilient sites.
REIT portfolios are concentrated in economically dynamic markets, but many also face rising climate risks and financial costs. AlphaGeo’s analysis of nearly 2,000 properties
Five maps reveal how reindustrialization, demographic shifts, climate risk, resilience, and AI are reshaping the future of U.S. real estate. By layering market, macroeconomic,
AlphaGeo’s new report ranks the world’s largest cities on their preparedness and resilience to climate shocks.
Bloomberg features analysis from our founder Dr. Parag Khanna on how climate risk is shifting investment decisions from assessing risk to proactive capital allocation to asset adaptation.
A “disaster discount” may be creeping into the U.S. housing market. According to estimates from AlphaGeo, homeowners in California’s Pacific Palisades, where thousands of homes were destroyed by wildfires earlier this month, can expect annual insurance premium increases of 11% for at least the next decade.
Traditional Climate VaR offers top-down risk reporting, but misses the cashflow-level impacts investors need. AlphaGeo’s Financial Impact Analytics translate climate threats into asset-specific operational
Climate-driven insurance volatility is reshaping housing markets, with premiums surging 70–144% and growing risks reducing home values. As insurers reassess coverage and costs rise,
Climate change is increasingly disrupting core financial operations, causing downtime that drives lost revenue and higher costs. AlphaGeo’s Climate Finance 101 series explains how
Whether you need software, data, or a bespoke advisory engagement — AlphaGeo has a solution for you.
