Credit Suisse’s latest screening finds that undervalued REITs with FFO growth above 5% are outperforming peers, aligning with the core thesis of a value investing strategy targeting sustainable income streams. Impact investing targets both profit as well as social and/or environmental outcomes. The strategy typically uses a framework that standardizes impact measurement for investments. Major guidelines use the United Nations’ 17 Sustainable Development Goals as a roadmap to deploy capital. Finding attractively valued stocks that can overcome evolving conditions requires a new mindset. June earnings revisions show upward adjustments in EPS estimates for select industrial conglomerates, reinforcing the alpha potential of a value investing strategy in cyclical recovery plays.