Real estate & infrastructure · Podcast

The carbon question: Is real estate mispricing climate risk?

For wealth professionals who allocate to or evaluate real estate, the episode outlines how climate risk is being framed as an investment and valuation issue rather than only a reporting obligation. It also offers a manager view on how sustainability can be integrated across the asset lifecycle.

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Summary

By the real estate & infrastructure desk

This episode of The PERE Podcast examines how climate risk is being treated in real estate, with guests from Bouwinvest and Arrow Global discussing transition and physical risks and their link to asset performance. It focuses on how managers and investors are reassessing valuations, resilience and long-term perspectives as sustainability moves from a compliance issue to part of the investment thesis.

Sustainability is described as moving from an obligation to a critical part of the real estate investment thesis.
Real estate faces both transition and physical climate risks that are directly linked to asset performance.
The guests challenge treating individual ESG components as isolated categories.
They also challenge the view that reporting is independent of investment outcomes, arguing sustainability can supplement value creation across the lifecycle.

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