What do real estate and sustainability have in common?

This week, Sam Adams, the CEO and co-founder of Vert Asset Management, unpacks the ins and outs of sustainable investing and the need for more sustainability in the real estate arena.

Sam shares Vert’s approach to educating and encouraging companies to take the next step in their sustainability journey while highlighting how the firm advocates for more sustainability in the financial services industry.

Sam discusses:

• Sustainable investing and the need for more sustainability in the real estate industry 
  
• Some eye-opening ESG mistakes advisors might be making
  
• The difference between ESG and SRI
  
• Ways the real estate strategy fits into the sustainable investing model
  
• An overview of the book he’s co-writing, “Your Essential Guide to Sustainable Investing” 
  
• What you should know about the Vert Asset Management fund
  
• And more!
  

Resources:

• “The Top 5 ESG Mistakes Advisors Make” by Sam Adams
  
• Ep 57 – Sustainable Shareholder Advocacy with Leslie Samuelrich, Sam Adams, and Sarah Adams – Part 3
  
• USSIF Courses  
  
• USSIF: Sustainable Investment Education
  
• “Your Essential Guide to Sustainable Investing” by Larry E. Swedroe and Sam Adams
  
• Ep 35 – 7 Tips For Choosing The Right Financial Advisor 
  

Connect with Sam Adams:

• LinkedIn: Samuel Adams
  
• Vert Asset Management   
  

Connect with Kimberly Griego-Kiel:

• kim@griego-kiel.com  
  
• (505) 982-9661
  
• Horizons Sustainable Financial Services
  
• info@horizonssfs.com 
  
• Twitter: @HorizonsSustFin
  
•  Facebook:  Horizons Sustainable Financial Services
  

About Our Guest: 

Samuel Adams is the CEO of Vert Asset Management. Sam is an environmentalist and a capitalist passionate about preserving and defending nature and has worked as an investment professional. He has 20 years of experience at Dimensional Fund Advisors, where he learned the power of the markets as an Investment Professional. Sam is passionate about making sustainable investing easier for financial advisors and their clients. He also holds a BA from the University of Colorado, Boulder, and an MBA from UC Davis Graduate School of Management.