OasisLMS

In portfolios increasingly dominated by large-cap equities and technology, what role should real estate play? This session will examine the case for listed real estate as a distinct portfolio allocation, including its potential diversification benefits. The program will consider how an allocation to REITs can complement broader equity portfolios, which may help reduce overall portfolio volatility.

From there, the session will look inside real estate itself and explore how sustainability considerations may affect the quality and long-term economics of the underlying assets. Topics will include energy efficiency, renewable energy procurement, physical climate risk, resilience, and building quality.

For financial advisors, the session provides a practical way to consider real estate’s role in client portfolios and a framework for discussing both the allocation and sustainability considerations.

This Partner Solutions webinar is sponsored by Vert Asset Management.

1. Evaluate the potential contribution of listed real estate to a diversified portfolio using characteristics such as correlation and volatility.
2. Analyze how property-type considerations, including energy use, operating efficiency, physical climate risk and capital requirements, can affect the financial performance and long-term value of real estate investments.
3. Assess how sustainability information can supplement traditional financial and real estate metrics when comparing REITs and evaluating the quality of their underlying portfolios.
4. Develop a clear explanation of the role of REITs in a client portfolio, including how diversification and sustainability considerations can inform allocation decisions.

Sam Adams, MBA
CEO and co-founder of Vert Asset Management

Sam Adams is CEO and co-founder of Vert Asset Management. He chairs Vert’s Investment Research Group and is portfolio manager of Vert’s Global Sustainable Real Estate Strategy. Sam has been a featured speaker on sustainable investing at financial advisor conferences in the US, Europe, and Australia.

Sam is the author, with Larry Swedroe, of Your Essential Guide to Sustainable Investing. He is a member of the Plan Sponsor Council of America’s Investment Committee.

Prior to launching Vert, Sam spent 20 years at Dimensional Fund Advisors, where he led the European Advisor business and launched the Global Sustainability Core Fund. Sam has a BA in philosophy from the University of Colorado-Boulder and an MBA in finance from the University of California-Davis.

Sarah Adams, MBA
Chief sustainability officer and co-founder at Vert Asset Management

Sarah is chief sustainability officer and co-founder at Vert Asset Management. Sarah leads all engagement efforts at Vert, which includes dialogue with the companies Vert invests in, advocacy with regulators and government, and being a model sustainable business.

Sarah is passionate about sustainability education for financial services. She is an adjunct lecturer at the College for Financial Planning and sits on the USSIF Education Committee. She has a BA in history from UCLA, an MSc in environment and sustainable development from University College London,  and an MBA from Johns Hopkins University.