Strategic Focus: The Resilience Imperative For Real Assets Investors

Report

Climate Financial Data & Analytics

Felicity Laird

Ryan Skinner

28 Jul, 2025

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Executive Summary

The world is warming faster than climate scientists initially projected, with 2024 marking the hottest year on record and the 1.5°C Paris Agreement threshold now surpassed. As temperatures rise, physical climate risks are intensifying, threatening the infrastructure and built environments that support global economies and societies. Yet climate finance remains heavily skewed towards mitigation, with roughly 90% of funding focused on emissions reduction, leaving adaptation and resilience underfunded and underprioritized. This imbalance exposes real assets – such as real estate, infrastructure and natural resources – to escalating climate shocks. This report underscores the strategic imperative for investors to embed climate resilience into their decision-making and highlights the tools available to support that shift.

Table of contents

Climate risk is threatening real assets – investors must take stock of exposure and value

Physical climate risk is already eroding real asset performance and reliability

Adaptation investment is a strategic growth play

Resilient infrastructure delivers under pressure

Technology platforms unlock alpha in a warming world

Table of figures

Figure 1. Adaptation and resilience in the real assets investors landscape

Organisations mentioned

‘Nature Climate Change’, AON, Climate X, European Banking Authority (EBA), Farmers Insurance Group, Fitch Ratings, International Sustainability Standards Board (ISSB), Mitiga Solutions, MSCI, Oncor Electric, Ortec Finance, State Farm Insurance, Swiss Re, Task Force on Climate-related Financial Disclosures (TCFD), Wellington Management, World Economic Forum (WEF), World Meteorological Organization (WMO), World Resources Institute (WRI), XDI

About the Authors

Felicity Laird

Principal Analyst

Felicity is a Principal Analyst at Verdantix, where she helps financial institutions and technology vendors navigate the evolving climate finance data and analytics landscape....

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Ryan Skinner

Research Director

Ryan is a Research Director at Verdantix, where he leads a team of analysts delivering research, data and advisory services that help clients navigate the fast-evolving landsc...

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