Real Estate
Predictive location analytics for future-proof real estate
AlphaGeo’s suite of products serves developers, owners, and operators of real estate across the full asset lifecycle, from site selection and acquisitions, to portfolio optimization and risk management.
DATA PRODUCT
Climate Risk & Resilience Index
USE CASE
Market research and site selection
Use combination of climate risk scores, financial impact metrics, and location demand signals to screen and rank locations based on portfolio strategy
USE CASE
Risk and resilience assessment
Conduct multi-scenario, multi-timescale analysis of portfolio or asset-level risk and resilience, and download automated risk reports with transparent and explainable scores for senior stakeholders
USE CASE
Portfolio management and optimization
Develop asset adaptation plans using underlying data on local adaptation capacity, and identify at-risk assets along multiple-timescales to plan disposition strategies
USE CASE
Regulatory reporting and stakeholder engagement:
Disclose climate physical risk exposures, assess impact of adaptation actions, and conduct climate-related scenario analyses in line with TCFD, IFRS S2, EU CSRD, and other standards
USE CASE
Market research and site selection
Screen and rank locations based on degree of climate risk and resilience to assess location attractiveness in line with investment and/or business strategy
USE CASE
Valuation and investment decision-making
Integrate metrics into standard financial frameworks (e.g., DCF) to model changes in cashflows using our OpEx and CapEx metrics, and use our climate-adjusted discount rate for Net Present Value (NPV) analysis
USE CASE
Financial and capital planning
Enhance forecasting of key OpEx components (i.e., insurance, utilities) and CapEx planning for potential retrofits
USE CASE
Regulatory reporting and stakeholder engagement
Assess the impact of climate risks on financial position and planning, per requirements from TCFD, ISSB IFRS S2, EU CSRD, and others
DATA PRODUCT
Climate Financial Impact Metrics
Case studies
With climate awareness rising among homebuyers, one of America’s largest home builders sought to map out resilient locations for future housing starts. But it lacked robust data correlating land price forecasts to climate stability. In order to widen the footprint of its land banking strategy and anticipate the next set of fast-growing residential locations, AlphaGeo was used to identify the variables that will most influence liveability and property values. We analyzed both climate models and socio-economic trends, and ranked the counties where land was currently undervalued relative to their potential for appreciation. Our client was able to act on these arbitrage opportunities, deploying capital into geographies of high forecasted demand.
CapitaLand’s US investment team sought a comparative analysis of multiple high-growth cities for the industrial sector based on climate risk. CapitaLand commissioned AlphaGeo to produce a detailed study of scenarios for property valuations for a major commercial hub highlighting growth prospects for the industrial sector based on multiple climate, economic, and demographic trajectories.
ACRE, a real estate investment company, collaborated with AlphaGeo to generate climate-driven valuations for a specific subset of its multi-family property funds. ACRE’s ESG investment team shared location data for key multi-family properties across the United States, and AlphaGeo utilized this data to provide Climate Price™ forecasts and Resilience Index™ scores. These forecasts and scores enabled ACRE to incorporate climate considerations into their valuation process, allowing them to assess the potential impact of climate change on their multi-family properties and make informed investment decisions.
Breevast took strong positions in distressed commercial properties in prime US cities after the 2008 financial crisis and sought to reassess its intended hold period in light of the Covid-19 pandemic. Breevast shared pertinent financial data related to the acquisition price and operational information such as occupancy and yield. AlphaGeo used these data points to refine the development of multiple valuation scenarios for each asset for Breevast’s investment committee to consider.
Baseline Property Group was undertaking a strategic expansion to build thousands of new holiday homes in fast-growing markets. AlphaGeo collected, assessed and layered a wide range of datasets related to holiday home rentals, building permitting, construction activity, recreational infrastructure, migration, economic activity, and the Resilience Index to identify locations best suited to Baseline’s mandate, as well as designed a sophisticated presentation for the firm’s management to share with its key external partners.
Reza Companies is a national retail investment advisory firm with a large footprint of retail and residential assets in key southwestern US cities sought a detailed market outlook for property values in light of growing climate change related risks. AlphaGeo conducted a granular assessment of climate scenarios for a range of adjacent zip codes in key metros areas and generated bespoke valuation forecasts for each of the client’s key 20 property locations.
FEATURED INSIGHTS
