According to a recent LinkedIn post from First Street, the company is promoting a webinar tied to Earth Day that examines how physical climate risk is influencing global real estate performance. The post highlights research on “Physical Climate Risk and Global REITs,” focusing on how exposure to floods, wildfires, wind, and other hazards may translate into measurable financial outcomes for real estate investors.
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The LinkedIn post indicates that the analysis covers more than 45,000 properties across 65 REITs in over 60 countries, with an emphasis on quantifying damage, downtime, and cash flow disruption in terms relevant to underwriting and portfolio strategy. This breadth suggests First Street is positioning its data and research as a tool for institutional investors seeking to integrate climate risk into capital allocation decisions.
The post further notes that the research explores where risk is concentrated geographically and how these concentrations align with current capital deployment in listed real estate. For investors, this type of insight could inform both risk-adjusted return expectations and potential portfolio rebalancing across regions or property types.
By extending its analysis to portfolio performance projections through 2056, the initiative suggests an effort to provide long‑horizon scenario analysis that may support strategic planning for REIT and real asset investors. If widely adopted, such data‑driven climate risk metrics could enhance First Street’s relevance within the real estate and ESG analytics ecosystem and potentially drive demand for its products and services among asset managers and underwriters.