According to a recent LinkedIn post from First Street, the company is promoting an upcoming webinar tied to Earth Day that examines how physical climate risk is influencing global real estate returns. The post indicates that the session will draw on research titled “Physical Climate Risk and Global REITs,” with a particular focus on floods, wildfires, wind, and related hazards.
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The company’s LinkedIn post highlights that its analysis covers more than 45,000 properties across 65 REITs in over 60 countries, aiming to quantify damage, downtime, and cash flow disruption in metrics relevant to underwriting and portfolio strategy. The post also notes that the research explores where risk is concentrated, how this aligns with capital allocation, and what the data implies for portfolio performance through 2056.
For investors, the emphasis on translating climate hazards into measurable financial impact suggests that First Street is positioning its analytics as a tool for more sophisticated risk-adjusted valuation in listed real estate. If widely adopted, such data-driven climate risk assessments could influence capital flows within the REIT universe, potentially reshaping portfolio construction, geographic exposure decisions, and long-term performance expectations for climate‑sensitive assets.