Climate Alpha’s product suite guides clients to construct climate-proof REIT portfolios: – the alpha REITs of a climate disrupted world. As climate-driven volatility increases, we believe there is a significant opportunity to create a unique and differentiated investment portfolio that capitalizes on mispriced real estate assets while also steering the market towards opportunistic investments with longer time horizons. 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 be a good predictor of future value. At the same time, a smart REIT strategy can substantially outperform a bearish real estate market.