Our Clients
AlphaGeo works across a wide range of industries spanning real estate, insurance, asset management and financial services. Here we provide case study highlights from some of our recent clients. Our clients also include some of the world’s largest sovereign wealth funds and public pensions whose names do not appear on this page due to official policies restricting publicity concerning their relationships with external vendors.
CASE STUDIES
Oaktree
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.
AlphaGeo is working together with Zurich Group Investment Management to optimize its Global Real Estate portfolio performance. Using AlphaGeo’s AI-powered analytics platform, the collaboration aims to enhance investment performance by identifying regions with higher growth prospects based on climate risk and social resilience, potentially leading to significant improvements in asset valuations.
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.
Marathon Digital
Marathon Digital (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.
Atlas Capital
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.
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.
Manifest Climate, a leading climate intelligence software, sought a solution to support its global industrial sector clients deploying data centers and other assets worldwide. It turned to AlphaGeo to provide detailed data and reports via its platform covering a range of indicators — both climate risk and location resilience — on their existing portfolios of assets as well as their pipeline of potential investment locations. The AlphaGeo data complemented the insights provided by Manifest Climate to successfully deliver a more comprehensive solution for its clients.
SeaBridge Sustainability
A growing number of SeaBridge clients sought climate physical and transition risk analytics in order to comply with increasingly stringent regulations in various US states. Working with AlphaGeo, SeaBridge managed unique accounts for its clients spanning real estate and infrastructure, delivering them regular data updates on their portfolios and introducing them to AlphaGeo’s portfolio construction tools as well.
StateBook is the premiere provider of comprehensive economic market data for every community in the U.S. When the Statebook team sought to add a climate impact scorecard to its location intelligence service to guide economic development organizations (EDO) and commercial clients, AlphaGeo was implemented to provide local governments and prospective investors risk and resilience indicators as a roadmap for adaptation investments. The integration included licensing AlphaGeo’s proprietary Resilience Index to Statebook’s API feed to display AlphaGeo’s risk, vulnerability and readiness scores across all 3,000 U.S. counties.
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.
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.
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.
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